Immutable zkEVM生态系统 板块

综合强度 2.5实时

GAMEFI · L2

l2GAMEFIL2

暂无板块简介。

板块指数27.15+0.25%
市值$335.33M7D +3.04%
7D 涨幅+3.04%24H +0.25%
代币数158
24H 交易量$8.93M0.03x
平均涨幅+2.53%53.3%
龙头项目IMT+15.67%
涨幅最高- $1.20B21
板块强度2.5/10l2
01

板块表现 · 与大盘对比

板块指数(基期:2024-10-01 = 100)
27.15+12.33% (30D)
同期 BTC 涨幅
+8.62% · 跑赢 3.7pp
加载中...
Immutable zkEVM生态系统+12.33%
BTC+8.62%
ETH+23.02%
SOL+8.47%
Arbitrum生态系统+1.19%
Base生态系统+2.56%
Base原生+1.05%
Optimism生态系统+2.07%
交易所平台币+3.28%
02

龙头分析 · Top 3 深度

板块占比 96.9%
RANK 01

AUSD

AUSD · 板块占比 62.2%

$0.9998-0.02% · 24H
市值$208.43M
FDV$208.43M
换手率1%
板块占比62.2%

为什么领先:AUSD 作为生态内稳定币,承担交易计价、流动性结算和资金停泊功能,是 Immutable zkEVM 生态资金周转的底座,稳定性和可用性决定生态交易效率。

RANK 02

Immutable

IMX · NFT · 基础设施 · 板块占比 32.2%

$0.1283+2.95% · 24H
市值$108.05M
FDV$108.05M
换手率6%
板块占比32.2%

为什么领先:IMX 是生态核心基础设施代币,连接 NFT、游戏与 Layer2 扩展需求,兼具协议治理、激励与生态捕获能力,仍是 Immutable 叙事中最具代表性的主线资产。

RANK 03

Gods Unchained

GODS · 游戏 · 卡牌游戏 · 板块占比 2.5%

$0.0216-0.50% · 24H
市值$8.51M
FDV$8.51M
换手率1%
板块占比2.5%

为什么领先:GODS 代表生态内最具辨识度的游戏应用之一,直接承接用户活跃、道具经济和链上消费场景,能更直观体现 Immutable 游戏生态的落地与内容驱动。

03

板块成分代币

15 个项目
#代币评级
4IMTImmortal Token$0.0008197+15.67%0.00%$194.88K$60.76KA
2ENDEND$0.003412+6.08%+11.38%$440.34K$1.11KC
14ETHImmutable zkEVM Bridged ETH$1,936.89+3.50%0.00%--$5.51KC
5IMXImmutable$0.1283+2.95%+1.58%$108.05M$6.64MC
10WIMXWrapped IMX$0.1282+2.90%0.00%$5.29M$21.84KC
7TGTTokyo Games Token$0.0002595+2.43%0.00%$38.28K$382.55C
11USDCBridged USDC (Immutable zkEVM)$1.00+0.35%0.00%$2.62M$23.87KC
6NFTLNifty League$0.000071190.00%0.00%$71.20K$4.82C
13AXLUSDCAxelar Bridged USDC$1.0000+0.00%-0.01%--$476.73KC
15TRITriumph--0.00%0.00%----C
3AUSDAUSD$0.9998-0.02%+0.24%$208.43M$1.57MC
1QUESTRavenQuest$0.001686-0.03%0.00%$625.67K$1.68KC
8OIKSpace Nation Oikos$0.0001006-0.12%0.00%$34.91K$8.36C
12GOGGuild of Guardians$0.001281-0.37%-0.54%$1.03M$16.92KC
9GODSGods Unchained$0.0216-0.50%-5.50%$8.51M$108.02KC
04

投资论点 · AI 综合

基于 WOOFUN AI 分析 · AI 强度 4.8 · 生成于 07/24 03:31

看多论点 · 4

  • AUSD 作为稳定币有助于缓冲生态波动,提升资金留存与交易效率。

  • IMX 仍是 Immutable 生态的核心入口,适合跟踪 Layer2 与 NFT 复苏预期。

  • 游戏资产如 GODS 更容易受内容更新和用户回流驱动,弹性通常高于底层资产。

  • 当前板块热度偏中性偏弱,若市场风险偏好回升,生态内龙头更容易率先修复。

看空论点 · 3

  • 近 7 日资金净流出明显,说明板块整体承压,反弹持续性需验证。

  • IMX 与游戏代币波动较大,若链上活跃不足,估值修复会受限。

  • 生态热度不高,短线更容易出现轮动而非趋势性上涨。

AI 综合结论:板块处于弱势整理期,优先关注 AUSD 稳定性与 IMX 生态修复信号,GODS 适合博弈内容催化,整体以低仓位、等确认思路为主。
05

情绪 & KOL 立场

看多占比 67%
AI 综合情绪(最近 7D)看多 67% · 中性 10% · 看空 23%
看多 67%中性 10%看空 23%
KO

KOL 1 · @KOL 1

@WOOFUN

bullish

Models don’t know the consequences of their actions. People know what will get them fired. Models suffer from information latency. People understand what they see right in front of them. 2 skills AI won’t have for a long long long time. If ever. 2 skills that are invaluable to every business decision. How often in business do you need to “read the room” and make a decision ? Add AI productivity to the real time capacity and judgement of humans , and you will get the greatest return on both investments. The challenge is management understanding how to leverage the combination, and forgetting the original expectation that AI and white collar workers are mutually exclusive. They are not Done right , the combo is a business propellant and competitive advantage.

466--
KO

KOL 2 · @KOL 2

@WOOFUN

bearish

Humanoids have all kinds of issues. Latency. Processing power. Dexterity. They aren’t designed to be optimal at much of anything. they have to be upgraded continuously. They will be great novelties for a while. “Get me a beer” “ Fold my clothes. “ etc But the downside for humanoids is that application specific devices/robots will be faster/better/cheaper. When they are, our homes and work places will be built and modified to leverage those ASRs (application specific robots) Logistics have already set this path

259--
KO

KOL 3 · @KOL 3

@WOOFUN

bearish

the government of india does not like technologies like bitchat and wants it taken down https://t.co/gjzMg1NGCi

28582--
KO

KOL 4 · @KOL 4

@WOOFUN

bullish

i'm in

2592--
KO

KOL 5 · @KOL 5

@WOOFUN

bullish

it's one click in buzz to make a local model available to agents AND share your compute with other people. just one. and your agents will automatically chose the largest/best shared model available. https://t.co/5ah4DmfY8y

1915--
KO

KOL 6 · @KOL 6

@WOOFUN

bullish

every lab will build a social workspace for its own agents. buzz is the workspace for everyone’s.

1258--
06

关键事件时间线 · 板块兴起到当前

8 个节点
2021-11板块兴起

Immutable X 推动游戏 NFT 叙事升温

Immutable X 以面向游戏的以太坊扩容方案切入市场,带动“链游+NFT”成为新叙事,生态关注度开始上升。

2022-03协议发布

Immutable zkEVM 路线图明确

团队开始强调 zkEVM 方向,市场将其视为从单一游戏扩容走向更完整生态基础设施的重要一步。

2022-10生态扩张

游戏工作室与应用加速接入

随着更多游戏项目和应用接入,Immutable 生态的内容供给增强,板块从概念交易逐步转向实际落地预期。

2023-03机构入场

融资与合作强化市场信心

围绕 Immutable 的融资、合作与基础设施合作消息持续释放,提升了市场对其长期生态建设能力的认可。

2023-11协议发布

Immutable zkEVM 主网预期升温

zkEVM 相关进展推动板块情绪回暖,市场开始重新定价其在游戏资产、开发者工具和链上活动中的潜力。

2024-04生态扩张

更多游戏与基础设施项目加入

生态项目持续扩容,Immutable zkEVM 从单点叙事走向更完整的游戏基础设施网络,参与度进一步提升。

2024-10估值修复

市场重新关注游戏公链估值

在风险偏好轮动下,Immutable 生态获得阶段性估值修复,资金更关注其内容管线、用户增长与生态粘性。

2025-06风险点

链游热度分化,资金回流更谨慎

随着链游赛道分化,资金对 Immutable 生态的选择更谨慎,市场开始更重视实际活跃度与项目兑现能力。

07

新闻动态

实时同步
加载中...

评论

回复 @用户
0/800

暂无评论

消息提醒

登录后查看消息
查看全部消息管理订阅