HA
Harmony生态系统 板块
综合强度 10实时L1 · INFRA
Harmony is a blockchain platform that is designed to act as a bridge between scalability and interoperability. Its focus is on processing speed and validation of blocks. It can be used to create decentralized applications (DApps), and is currently focused on random state sharding. This will then allow the creation of blocks within seconds.
板块表现 · 与大盘对比
板块指数（基期：2024-10-01 = 100）
45.2+11.96% (30D)
同期 BTC 涨幅
+6.85% · 跑赢 5.1pp
加载中...龙头分析 · Top 3 深度
Chainlink
LINK · 基础设施 · 预言机 · 板块占比 54.3%
$8.40+0.55% · 24H
市值$6.28B
FDV$6.28B
换手率2%
板块占比54.3%
为什么领先：Chainlink是Harmony生态里最核心的互操作与数据入口，预言机能力支撑DApp获取链外信息，并强化跨链通讯与基础设施属性，适合作为生态扩张的底层受益者。
Uniswap
UNI · DeFi · DEX · 板块占比 19.8%
$3.66-3.94% · 24H
市值$2.29B
FDV$2.29B
换手率6%
板块占比19.8%
为什么领先：Uniswap代表Harmony上的流动性与交易活跃度，DEX属性决定其在生态热度上升时最先受益；高换手也说明资金更愿意围绕交易场景聚集。
Aave
AAVE · DeFi · 借贷 · 板块占比 12.3%
$92.15-2.08% · 24H
市值$1.42B
FDV$1.42B
换手率9%
板块占比12.3%
为什么领先：Aave是Harmony生态中借贷与资金效率的核心标的，能承接稳定币与杠杆需求；在链上活跃度提升时，借贷协议通常更容易放大资金周转。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
| 11 |  DSLADSLA Protocol | $0.00002255 | +24.18% | +64.02% | $125.56K | $511.58 | B |
| 1 |  ABYSSAbyss | $0.0033 | +13.66% | +0.99% | $756.16K | $28.70K | B |
| 8 |  GRTThe Graph | $0.0163 | +2.63% | -3.71% | $176.10M | $9.21M | C |
| 18 |  LPTLivepeer | $1.42 | +1.05% | -4.04% | $70.68M | $4.46M | C |
| 9 |  COMPCompound | $17.32 | +1.03% | -0.35% | $167.48M | $6.94M | C |
| 16 |  ADABinance-Peg Cardano | $0.1651 | +1.00% | 0.00% | $74.62M | $172.19K | C |
| 12 |  SRKSparkPoint | $0.00001212 | +0.97% | +49.37% | $124.62K | $237.97 | C |
| 10 |  AXSAxie Infinity | $0.8910 | +0.91% | -4.51% | $155.23M | $11.58M | C |
| 5 |  FRAXLegacy Frax Dollar | $0.9927 | +0.40% | +0.59% | $220.20M | $2.74M | C |
| 2 |  JEWELDeFi Kingdoms | $0.005361 | +0.24% | 0.00% | $603.65K | $52.55 | C |
| 20 |  ENJEnjin Coin | $0.02699 | +0.17% | -4.87% | $53.60M | $2.95M | C |
| 7 |  WONEWrapped One | $0.001258 | +0.07% | 0.00% | $193.26K | $3.55 | C |
| 4 |  UNISTAKEUnistake | $0.001659 | 0.00% | 0.00% | $264.31K | $17.03 | C |
| 17 |  YFIyearn.finance | $2,075.12 | -0.88% | -1.62% | $74.32M | $5.80M | C |
| 14 |  DRCDigital Reserve Currency | $0.000124 | -1.34% | -2.21% | $124.09K | $18.59 | C |
| 15 |  BATBasic Attention | $0.07552 | -1.84% | -3.73% | $112.96M | $5.39M | C |
| 13 |  SNXSynthetix | $0.2143 | -1.89% | -4.19% | $124.52M | $10.05M | C |
| 19 |  HOTHolo | $0.0003278 | -2.88% | -6.06% | $58.30M | $5.54M | C |
| 3 |  CELCelsius Network | $0.01121 | -3.52% | -2.77% | $400.54K | $197.68 | C |
| 6 |  BAKEBakerySwap | $0.0006855 | -5.04% | 0.00% | $197.92K | $498.15 | C |
投资论点 · AI 综合
看多论点 · 4
生态热度极高，资金与关注度集中，短线弹性明显。
Harmony强调高吞吐与分片扩展，利好基础设施和DeFi应用同步受益。
LINK、UNI、AAVE分别覆盖预言机、交易、借贷，形成较完整的生态主线。
若行情继续扩散，龙头更容易吸引增量资金与轮动买盘。
看空论点 · 3
7日净流入为负，说明热度虽强但资金并非持续净买入。
短期涨幅过快，容易出现高波动和获利回吐。
生态叙事集中度高，若整体情绪降温，回撤也会更快。
情绪 & KOL 立场
AI 综合情绪（最近 7D）看多 64% · 中性 22% · 看空 14%
看多 64%中性 22%看空 14%
KO
KOL 1 · @KOL 1
@WOOFUN
.@IOHK_Charles compares Cardano's strategy to Anthropic's rise. Google had the lead. Then OpenAI. Then Anthropic leapfrogged both, not by moving faster, but by building differently. Hoskinson says the same lesson could apply to crypto in the latest episode of Markets Outlook with @jennsanasie. Watch the full interview: 00:00 - Charles Hoskinson Joins Markets Outlook 01:25 - A Bridge Hack and What It Revealed 02:21 - Why Midnight Was Built for This Moment 03:44 - What Wallet and Bridge Insurance Would Actually Look Like 05:28 - How ZK Identity Unlocks Recovery and White Hat Rescues 09:46 - The "Unsexy" Unlock: Why Insurance Could Onboard the Masses 13:17 - Cardano's Hard Fork to v11 and What It Means 14:42 - Recursive Self-Improvement: Cardano's Decentralized Governance in Action 17:35 - Executive Function: The Last Governance Milestone 20:08 - Brand New Rails: DTCC Moves Tokenized Securities Into Live Production 22:07 - Cardano's Outlook: Narrative Reset, Bitcoin DeFi, and the Partner Chain Model 26:05 - The Anthropic Analogy: Why Doing It Right Beats Doing It Fast 29:12 - Why Ethereum Keeps Getting It Wrong 36:22 - When Will Prices Catch Up? Charles's Market Framework 42:28 - The AI Wildcard and What It Means for Crypto
KO
KOL 2 · @KOL 2
@WOOFUN
JUST IN: The Bank for International Settlements warns dollar-backed stablecoins can bypass capital controls, finding them largely unaffected by foreign exchange restrictions that governments use to limit money flows. https://t.co/kgauaA25v7
KO
KOL 3 · @KOL 3
@WOOFUN
UPDATE: Mirae Asset has acquired South Korea's oldest crypto exchange Korbit, rebranding it as Digital X with plans to build an investment platform spanning RWAs, STOs, stablecoins, and traditional assets. https://t.co/Y4yVwyjdgW
KO
KOL 4 · @KOL 4
@WOOFUN
@mert @IOHK_Charles 👀
KO
KOL 5 · @KOL 5
@WOOFUN
🔥 ADOPTION: Samsung says Samsung Wallet will add stablecoin support, bringing payments, rewards and digital assets into one service. https://t.co/u4ZYJt6nbg
KO
KOL 6 · @KOL 6
@WOOFUN
🚨 TODAY: Rapper Drake lost a $1.5 million $USDT bet after backing Argentina to beat Spain in the World Cup final. https://t.co/RF6mpAYBmC
关键事件时间线 · 板块兴起到当前
2020-09板块兴起
DeFi 热潮带动 Harmony 关注度上升
随着 DeFi 叙事升温，Harmony 因低费用和扩展性优势获得更多资金与项目关注。
2021-05估值修复
牛市中生态估值快速抬升
市场风险偏好上行，Harmony 及其生态资产出现明显估值修复，板块热度快速提升。
2021-11机构入场
资本与项目方加码生态建设
在高热度阶段，更多资金与团队围绕 Harmony 展开布局，强化了链上应用和基础设施预期。
2022-06风险点
安全事件压制市场信心
桥接与安全相关风险引发市场重新定价，生态情绪转弱，资金开始明显回避高风险敞口。
2023-10生态扩张
修复期聚焦基础设施与应用重建
在低迷后，生态转向修复基础设施、优化开发体验，并尝试重建应用与社区参与度。
2024-10估值修复
市场轮动下 Harmony 迎来阶段性修复
随着市场轮动，Harmony 相关资产出现阶段性反弹，但整体仍以选择性参与和谨慎情绪为主。
新闻动态
实时同步加载中...
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