二层网络 板块

综合强度 7.8实时

L2 · INFRA

板块L2INFRA

Layer 2 是基于 Layer 1 区块链(如以太坊)之上的链外垂直扩展解决方案,旨在提高可扩展性,同时保持 Layer 1 的去中心化和安全标准。

市值$9.33B7D +4.80%
7D 涨幅+4.8%超 BTC +3pp
代币数138活跃流通中
24H 交易量$1.61B占大盘 2.1%
平均涨幅-1.52%24H 中位数
龙头项目OKB权重 25.4%
涨幅最高LRC+29.47%
板块强度7.8/10sector
01

板块表现 · 与大盘对比

板块指数(基期:2024-10-01 = 100)
65.23+30.38% (30D)
同期 BTC 涨幅
+23.54% · 跑赢 6.8pp
加载中...
二层网络+30.38%
BTC+23.54%
ETH+32.24%
SOL+35.81%
智能合约平台+26.76%
一层公链+26.73%
工作量证明+25.03%
World Liberty Financial投资组合+16.59%
权益证明+30.32%
02

龙头分析 · Top 3 深度

板块占比 58.6%
RANK 01

OKB

OKB · CeFi · CEX · 板块占比 25.4%

$113.05-0.96% · 24H
市值$2.37B
FDV$2.37B
换手率1%
板块占比25.4%

为什么领先:OKB依托头部交易所生态,兼具平台币属性与流动性优势,在二层赛道中更容易承接资金轮动与用户入口价值,属于板块情绪的核心锚点。

RANK 02

Mantle

MNT · CeFi · CEX · 板块占比 22.1%

$0.6240-2.26% · 24H
市值$2.06B
FDV$2.06B
换手率1%
板块占比22.1%

为什么领先:Mantle以模块化扩展叙事和生态协同见长,兼顾性能与开发者吸引力,市场对其二层基础设施定位认可度高,具备持续资金关注度。

RANK 03

POL (ex-MATIC)

POL · 板块占比 11.1%

$0.09649-0.36% · 24H
市值$1.03B
FDV$1.03B
换手率9%
板块占比11.1%

为什么领先:POL承接Polygon生态升级预期,历史用户基础和应用覆盖面较广,作为老牌扩容方案代表,仍是二层板块中最具辨识度的中坚资产之一。

03

板块成分代币

138 个项目
#代币评级
1
$0.0108
+29.47%
0.00%
$14.80M
$22.84M
A
2
$0.006009
+26.91%
0.00%
$18.97M
$119.76M
A
3
$0.0214
+23.12%
-2.64%
$63.77M
$6.65M
B+
4
$0.02999
+19.05%
-2.11%
$25.25M
$6.18M
A
5
$0.002303
+13.72%
0.00%
$2.82M
$578.87K
A
6
$0.07781
+12.32%
0.00%
$25.16M
$201.81M
A
7
$0.03375
+11.49%
+1.90%
$242.45M
$5.27M
B
8
$0.1134
+10.74%
-4.41%
$26.43M
$423.63K
B
9
$0.0101
+6.25%
0.00%
$426.38K
$10.29K
C
10
$0.00005384
+5.96%
-25.81%
$424.97K
$3.16K
C
04

投资论点 · AI 综合

基于 WOOFUN AI 分析

看多论点 · 4

  • 二层赛道热度仍高,板块市值与关注度维持在前列。

  • 头部资产具备交易所、生态和基础设施三类不同催化。

  • 回调后更容易出现资金向龙头集中的轮动机会。

  • 中长期仍受以太坊扩容需求和低费率应用增长支撑。

看空论点 · 3

  • 近7日资金净流出明显,短线承压信号较强。

  • 板块近24小时与7日表现偏弱,反弹持续性需验证。

  • 部分龙头更偏叙事驱动,基本面兑现节奏可能不均衡。

AI 综合结论:二层网络仍属高热度主线,但资金面偏弱,宜逢回调关注龙头分批布局。
05

情绪 & KOL 立场

看多占比 83%
AI 综合情绪(最近 7D)看多 83% · 中性 13% · 看空 4%
看多 83%中性 13%看空 4%

Cointelegraph · @Cointelegraph

@Cointelegraph · 2.9M 粉丝

中性

⚡ INSIGHT: Arbitrum says Robinhood Chain had no downtime, just brief batch-posting delays and a minor feed slowdown for some providers. https://t.co/S2aJHB3lQu

168

Ash Crypto · @AshCrypto

@AshCrypto · 2.1M 粉丝

看多

Altcoins just broke above $200B after weeks of going sideways. As long as it holds this level, the short-term picture looks bullish. https://t.co/q7Ihq7cCqU

1752151

Brian Armstrong · @brian_armstrong

@brian_armstrong · 1.8M 粉丝

看多

Cool to see capital formation starting to work on Base I've long believed this could be more efficient onchain

628149

Crypto Rover · @cryptorover

@cryptorover · 1.6M 粉丝

看多

💥BREAKING: Robinhood DEX Volume hits a new all-time high of $3,700,000,000. Insane growth. https://t.co/h1eTpzPRTX

1193125

Alexis Ohanian 🗽 · @alexisohanian

@alexisohanian · 614.7K 粉丝

看多

Another record-breaker for my friends at @altxyzofficial and now I wanna see where this Kobe/Lebron card ends https://t.co/ictioyzWIH https://t.co/v5cwVX7pEY

102

Wu Blockchain · @WuBlockchain

@WuBlockchain · 557.2K 粉丝

中性

Offchain Labs and Solana Co-Founders Debate Robinhood Chain Fee Model Offchain Labs co-founder Steven Goldfeder and Solana co-founder Anatoly Yakovenko debated Robinhood Chain’s fee model. Yakovenko said the 10% revenue share paid to Arbitrum would have been enough to cover Solana transaction fees four times over, allowing Robinhood to offer users a fully gasless experience. Goldfeder called that a “ridiculous take,” saying Robinhood keeps about 90% of gas fees on Arbitrum, whereas on Solana it would retain none of the base-layer fees and would have to subsidize user fees out of pocket. “Robinhood chose Arbitrum so they could be a landlord and not a tenant,” he wrote. Yakovenko argued that Robinhood could charge users at the frontend while lowering costs by using a cheaper backend. Goldfeder replied that most of the fees are generated by activity that does not pass through Robinhood’s frontend. If Robinhood were merely a tenant on another chain, he said, it would capture none of that ancillary activity, even if it had brought those users there.

8317
06

关键事件时间线 · 板块兴起到当前

8 个节点
2026-08板块兴起

二层网络维持高关注度但资金更偏精选

当前二层板块仍是以太坊生态核心方向之一,但资金更偏向具备真实使用、清晰收入和强生态黏性的项目,整体呈现温和回暖与择优配置。

2025-02生态扩张

互操作与模块化推动二层再分层

跨链互操作、数据可用性和模块化基础设施继续完善,二层网络从单一扩容工具演变为更完整的应用与结算层。

2024-06风险点

空投稀释与碎片化竞争引发分歧

随着新链不断涌现,市场开始担忧激励稀释、流动性分散和同质化竞争,二层板块从单边乐观转向更强调基本面筛选。

2024-03估值修复

L2 代币在牛市预期中修复估值

随着市场风险偏好回升,头部二层资产在叙事、用户增长和链上活动带动下出现明显修复,板块热度重新抬升。

2023-03机构入场

空投与主网催化带动资金轮动

头部二层项目的空投预期、主网进展和生态激励提升了市场参与度,资金从单纯交易转向对生态增长和 TVL 的追逐。

2022-03生态扩张

ZK 与应用侧二层叙事同步升温

zkRollup、应用链和模块化扩容方案受到关注,开发者与资金开始围绕更低成本、更高吞吐的基础设施重新布局。

2021-08协议发布

Optimistic Rollup 进入早期放量阶段

Arbitrum、Optimism 等项目逐步开放主网或扩大可用性,二层从概念验证转向真实交易承载,市场开始重新定价扩容赛道。

2020-06板块兴起

以太坊扩容需求催生二层叙事

随着以太坊拥堵和高 gas 费问题加剧,Rollup、侧链和扩容方案开始进入主流视野,二层网络被视为提升可用性的关键方向。

07

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