Immutable zkEVM生态系统 板块
综合强度 2.5实时GAMEFI · L2
暂无板块简介。
板块表现 · 与大盘对比
加载中...龙头分析 · Top 3 深度

AUSD
AUSD · 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。

Immutable
IMX · NFT · 基础设施 · 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。

Gods Unchained
GODS · 游戏 · 卡牌游戏 · 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。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
| 4 | IMTImmortal Token | $0.0008197 | +15.67% | 0.00% | $194.88K | $60.76K | A |
| 2 | ENDEND | $0.003412 | +6.08% | +11.38% | $440.34K | $1.11K | C |
| 14 | ETHImmutable zkEVM Bridged ETH | $1,936.89 | +3.50% | 0.00% | -- | $5.51K | C |
| 5 | IMXImmutable | $0.1283 | +2.95% | +1.58% | $108.05M | $6.64M | C |
| 10 | WIMXWrapped IMX | $0.1282 | +2.90% | 0.00% | $5.29M | $21.84K | C |
| 7 | TGTTokyo Games Token | $0.0002595 | +2.43% | 0.00% | $38.28K | $382.55 | C |
| 11 | USDCBridged USDC (Immutable zkEVM) | $1.00 | +0.35% | 0.00% | $2.62M | $23.87K | C |
| 6 | NFTLNifty League | $0.00007119 | 0.00% | 0.00% | $71.20K | $4.82 | C |
| 13 | AXLUSDCAxelar Bridged USDC | $1.0000 | +0.00% | -0.01% | -- | $476.73K | C |
| 15 | TRITriumph | -- | 0.00% | 0.00% | -- | -- | C |
| 3 | AUSDAUSD | $0.9998 | -0.02% | +0.24% | $208.43M | $1.57M | C |
| 1 | QUESTRavenQuest | $0.001686 | -0.03% | 0.00% | $625.67K | $1.68K | C |
| 8 | OIKSpace Nation Oikos | $0.0001006 | -0.12% | 0.00% | $34.91K | $8.36 | C |
| 12 | GOGGuild of Guardians | $0.001281 | -0.37% | -0.54% | $1.03M | $16.92K | C |
| 9 | GODSGods Unchained | $0.0216 | -0.50% | -5.50% | $8.51M | $108.02K | C |
投资论点 · AI 综合
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。
情绪 & KOL 立场
KOL 1 · @KOL 1
@WOOFUN
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.
KOL 2 · @KOL 2
@WOOFUN
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
KOL 3 · @KOL 3
@WOOFUN
the government of india does not like technologies like bitchat and wants it taken down https://t.co/gjzMg1NGCi
KOL 4 · @KOL 4
@WOOFUN
i'm in
KOL 5 · @KOL 5
@WOOFUN
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
KOL 6 · @KOL 6
@WOOFUN
every lab will build a social workspace for its own agents. buzz is the workspace for everyone’s.
关键事件时间线 · 板块兴起到当前
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。
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。
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。
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。
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。
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。
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。
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。
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