Index Coop DeFi指数 板块
综合强度 5.8实时DEFI · INDEX
DeFi Pulse Index（DPI）是一个加权资本化指数，追踪DeFi领域一些最大协议的表现。
板块表现 · 与大盘对比
板块指数（基期：2024-10-01 = 100）
36.99+55.75% (30D)
同期 BTC 涨幅
+23.54% · 跑赢 32.2pp
加载中...
BTC+23.54%
ETH+32.24%
SOL+35.81%
去中心化金融+35.53%
收益耕作+52.61%
借贷协议+20.79%
生息稳定币+8.86%
生息代币+8.50%龙头分析 · Top 3 深度
WETH
WETH · 板块占比 62.2%
$1,910.42+2.10% · 24H
市值$4.29B
FDV$4.29B
换手率7%
板块占比62.2%
为什么领先：WETH是DeFi底层流动性与抵押资产的核心入口，几乎贯穿DEX、借贷、衍生品等全链路，指数权重与成交活跃度也体现其龙头地位。
Uniswap
UNI · DeFi · DEX · 板块占比 59.7%
$6.60-3.27% · 24H
市值$4.12B
FDV$4.12B
换手率1%
板块占比59.7%
为什么领先：Uniswap是DEX赛道最具代表性的协议之一，交易深度、品牌认知和生态外溢效应强，能直接反映DeFi交易活跃度与风险偏好。
Aave
AAVE · DeFi · 借贷 · 板块占比 28.7%
$128.10-0.64% · 24H
市值$1.98B
FDV$1.98B
换手率0%
板块占比28.7%
为什么领先：Aave是借贷赛道的标杆协议，资金利用效率和资产需求弹性高，在DeFi指数中兼具防守属性与周期弹性，具备龙头定价权。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
1 | $1.75 | +2.64% | -4.67% | $39.94M | $432.25K | C | |
2 | $1,910.42 | +2.10% | +5.61% | $4.29B | $300.79M | B+ | |
3 | $2,273.00 | +0.98% | -2.62% | $82.03M | $243.72K | C | |
4 | $0.1104 | +0.31% | 0.00% | $7.71M | $312.01K | C | |
5 | $0.2178 | -0.41% | -3.50% | $126.54M | $480.01K | C | |
6 | $128.10 | -0.64% | +4.06% | $1.98B | $8.48M | B | |
7 | $0.3828 | -2.60% | +7.25% | $319.31M | $4.14M | C | |
8 | $20.18 | -3.17% | +0.69% | $201.80M | $574.75K | C | |
9 | $6.60 | -3.27% | +7.96% | $4.12B | $48.96M | B | |
10 | $1,483.47 | -5.49% | 0.00% | -- | $132.27K | C |
投资论点 · AI 综合
看多论点 · 4
DPI覆盖DeFi核心资产，适合一键表达板块贝塔。
WETH、Uniswap、Aave构成底层流动性、交易和借贷三大主线。
7日净流入为正，说明资金仍在配置DeFi核心资产。
指数化持有可降低单币波动风险，适合趋势跟踪。
看空论点 · 3
近7日表现偏弱，板块短线动能不足。
24小时平均跌幅为负，说明资金情绪仍偏谨慎。
估算资金流为负，提示中期配置压力尚未完全消化。
情绪 & KOL 立场
AI 综合情绪（最近 7D）看多 76% · 中性 18% · 看空 6%
看多 76%中性 18%看空 6%
Lark Davis · @LarkDavis
@LarkDavis · 1.5M 粉丝
Holy moly. Uniswap Labs bought PONS for “long-term alignment.”
Ansem · @blknoiz06
@blknoiz06 · 804.5K 粉丝
there will be 10+ 0->1B+ crypto protocols formed over the next 12-18 months, mostly driven by RWAs moving on-chain + increased interest from talented developers realizing the immediate incentive alignment & made easier by constantly improving AI models
Arthur Hayes · @CryptoHayes
@CryptoHayes · 804.4K 粉丝
Time to run it back turbo. I made a nice bag on the initial pump during DeFi summer back in the day. And it’s my favourite type of sushi $UNI. https://t.co/vuHdlel42i
Wu Blockchain · @WuBlockchain
@WuBlockchain · 557.2K 粉丝
UNI Burn Value Tops $1M for First Time as Robinhood Chain Activity Surges According to Wu Blockchain Data Center, the value of UNI burned on September 4 reached $1.15 million, surpassing $1 million in a single day for the first time. A total of 184k UNI was burned, the second-highest daily amount on record, with Robinhood Chain accounting for 150k UNI. The surge was primarily driven by heightened trading activity on Robinhood Chain. On the same day, Robinhood Chain’s daily DEX volume exceeded $3 billion for the first time, with Uniswap accounting for as much as 98% of the total.
Ivan on Tech 🍳📈💰 · @IvanOnTech
@IvanOnTech · 493.7K 粉丝
ROBINHOOD CHAIN MUST-HAVES: 1. $UNI - biggest dex 2. ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 - pumpfun clone 3. ethereum:0x58d97b57bb95320f9a05dc918aef65434969c2b2 - defi/yield 4. $CASHCAT - meme 5. $HOOD - Robinhood stock forget the other memes - invest in the key coins that wont disappear!!
Hayden Adams 🦄 · @haydenzadams
@haydenzadams · 422.9K 粉丝
To recap this mornings drama: CEO hears about tokenized stocks for the first time and immediately tries to do a citizens arrest on twitter Meanwhile, the tokenized stocks were carefully setup in a legal manner by a former sec commissioner
关键事件时间线 · 板块兴起到当前
2024-10板块兴起
DeFi 重新成为资金关注焦点
随着市场偏好回到高贝塔与链上应用，DPI 代表的头部 DeFi 组合重新获得关注，板块情绪明显升温。
2024-01机构入场
现货 ETF 预期带动轮动
比特币现货 ETF 预期改善整体加密风险偏好，资金开始轮动至具备现金流与龙头属性的 DeFi 指数敞口。
2023-03生态扩张
L2 与新协议带动叙事回暖
Layer 2 扩容与新一代 DeFi 协议推动链上活跃度回升，市场重新关注可持续收益与基础设施升级。
2022-06风险点
加密去杠杆拖累板块
市场去杠杆与链上资金外流压制 DeFi 估值，DPI 作为龙头篮子也经历了明显的风险折价。
2021-07风险点
监管与安全事件压制情绪
监管不确定性与协议安全事件频发，市场对 DeFi 的风险偏好回落，指数型持仓更强调分散与龙头质量。
2021-05估值修复
牛市推动 DeFi 资产重估
在加密牛市与链上活动升温下，DeFi 龙头估值普遍抬升，DPI 受益于对头部协议的集中配置。
2020-09协议发布
Index Coop 推出 DPI
Index Coop 上线 DeFi Pulse Index，用一篮子头部 DeFi 协议提供被动敞口，成为板块化投资的代表产品。
2020-06板块兴起
DeFi Summer 引爆指数化叙事
流动性挖矿与治理代币热潮推动 DeFi 进入主流视野，DPI 所代表的篮子化配置思路开始受到关注。
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