二层网络 板块
综合强度 0.9实时L2 · INFRA
Layer 2s are off-chain vertical scaling solutions that run on top of Layer 1 blockchains like Ethereum to improve scalability, while maintaining the decentralization and security standards of the Layer 1.
板块表现 · 与大盘对比
加载中...龙头分析 · Top 3 深度

Mantle
MNT · CeFi · CEX · 板块占比 25.8%
为什么领先:Mantle背靠交易所生态与资金入口,具备较强的流动性和用户触达能力;在二层赛道回调中仍能维持较高关注度,适合作为板块核心观察标的。

MATIC (migrated to POL)
MATIC · 基础设施 · Layer2 · 板块占比 19.3%
为什么领先:MATIC作为老牌以太坊扩容代表,品牌认知和历史用户基础仍在,尽管处于迁移阶段,但其Layer2叙事与基础设施属性使其仍具板块代表性。

POL (ex-MATIC)
POL · 板块占比 15.6%
为什么领先:POL承接Polygon生态升级后的新资产定位,延续原有扩容网络的生态与开发者基础;在Layer2中兼具叙事延续和重估弹性,是重要中枢资产。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
| 13 | SFISingularity Finance | $0.004152 | +6.89% | -0.45% | $351.02K | $2.10K | C |
| 4 | $0.01854 | +3.08% | 0.00% | $783.49K | $64.05K | B | |
| 14 | 1CATBitcoin Cats | $0.00006803 | +0.40% | -7.71% | $340.19K | $46.96K | B |
| 7 | MYRIAMyria | $0.00002198 | +0.16% | 0.00% | $622.06K | $15.45K | C |
| 17 | MATMatchain | $0.0424 | +0.03% | 0.00% | $307.65K | $815.31K | B+ |
| 12 | BFICBFIC Coin | $0.2000 | 0.00% | 0.00% | $377.94K | $5.78 | C |
| 18 | VSCVyvo Smart Chain | $0.00006422 | 0.00% | 0.00% | $302.17K | -- | C |
| 1 | FUSEFuse | $0.002973 | -0.73% | -1.06% | $938.24K | $247.39K | B |
| 2 | BBBitBoard | $0.0001688 | -1.42% | 0.00% | $904.78K | $20.44K | C |
| 3 | POLPOL (ex-MATIC) | $0.07649 | -2.00% | -7.24% | $817.30M | $36.14M | C |
| 9 | GMRXGAIMIN | $0.00001036 | -2.80% | -10.16% | $597.80K | $24.48K | C |
| 19 | WETHMantle Bridged WETH (Mantle) | $1,849.86 | -2.95% | 0.00% | $293.97M | $155.99K | C |
| 5 | PEPUPepe Unchained | $0.00006735 | -3.05% | -10.14% | $758.04K | $176.21K | B |
| 10 | ARBArbitrum | $0.08349 | -4.02% | -7.01% | $552.21M | $37.68M | C |
| 6 | HACDHacash Diamond | $5.40 | -8.19% | 0.00% | $722.04K | $2.79K | C |
| 8 | WCOW Coin | $0.00009534 | -8.32% | -15.62% | $621.24K | $59.10K | C |
| 16 | SHAPEShape | $0.0004831 | -9.15% | 0.00% | $331.32K | $6.06K | C |
| 15 | MODEMode | $0.00004417 | -10.25% | 0.00% | $334.62K | $3.07K | C |
| 11 | ERNEthernity Chain | $0.01389 | -11.79% | 0.00% | $416.83K | $19.89K | C |
| 20 | STXStacks | $0.1441 | -12.74% | -12.45% | $267.02M | $32.34M | B |
投资论点 · AI 综合
看多论点 · 4
二层网络仍是以太坊扩容主线,长期需求逻辑清晰。
板块市值和热度仍处高位,说明资金并未完全撤离。
头部项目具备较强品牌与生态惯性,回调后容易重新聚焦。
若市场风险偏好回升,Layer2通常具备较快修复弹性。
看空论点 · 3
近7日资金净流出偏明显,短线承压信号较强。
板块近一周跌幅较大,说明市场对高估值扩容叙事更谨慎。
部分龙头处于迁移或结构调整阶段,交易与预期容易受扰动。
情绪 & KOL 立场
KOL 1 · @KOL 1
@WOOFUN
LATEST: @Telegram CEO Pavel @Durov announces Gram Wallet, a self-custodial crypto wallet with fee-free trading launching this summer for the app's 1 billion users, calling it "the largest self-custodial wallet deployment in human history." https://t.co/SwYWA3JQ6A
KOL 2 · @KOL 2
@WOOFUN
⚡️ JUST IN: Telegram founder Pavel Durov says Telegram will roll out a native non-custodial Gram wallet to all users this summer, enabling instant zero-fee crypto transactions for over 1 billion users. https://t.co/vjyfkjCmQA
KOL 3 · @KOL 3
@WOOFUN
🌍 This summer will see the largest rollout of a non-custodial crypto wallet in human history. ⚡️Instant zero-fee crypto transactions for over a billion users are about to become reality. We're bringing a native non-custodial Gram wallet to every Telegram app! 💎
KOL 4 · @KOL 4
@WOOFUN
You don’t realize it yet but Optimus will change everything. https://t.co/9R8VzPT6cO
KOL 5 · @KOL 5
@WOOFUN
Regarding the recent buzz around my profile picture changes and some feelings that the Base community isn’t being supported enough: I appreciate the feedback (even if tough to hear) and I realize you wouldn't take the time to respond unless you cared. It seems I wasn't clear enough setting expectations for all of you, so let me try and do that now: please don’t follow my personal X account for investment advice or signals around individual coins. I’m simply posting things I find interesting or funny on the internet. I may not even be aware if there is a coin or project attached to the content I'm posting (you should assume I'm not, to be safe). My posts and profile pics are also not endorsements or commitments to anything. Base is our shot at building foundational infrastructure for financial services where we can all innovate together. That includes tokenized stocks, borrow/lend protocols, stablecoin payments, etc and yes even meme coin trading. I believe in economic freedom, and support you trading whatever you want. Just realize that if you're treating my X account as alpha, you are doing so at your own risk, against my wishes. I would never recommend this. On the topic of “support” from the Base team or Coinbase, there seems to be confusion around this too. There are many tokens we would like to list on our centralized exchange, but can't for compliance and regulatory reasons. If you want Jesse or me to pump your bags or shill certain coins, we're also not going to do that. Here is what we are committed to on support: we run in-person Base Batches and issue grants to high potential builders, Coinbase Ventures and the Base Ecosystem Fund also invest in the most promising companies building on Base, and we periodically integrate promising Base defi protocols into our products at Coinbase which enhances distribution. I might even mention something on X if I think it's interesting, but again, this is not investment advice. In general, we bias toward supporting projects that we believe will create long term customer value. You may like this approach or you may not, but either way hopefully it creates clarity going forward, so you can decide what you want to do. I respect your choice, either way. P.S. I still might post memes if I think they are funny! It's still not investment advice.
KOL 6 · @KOL 6
@WOOFUN
@katexbt @base I respect the decision 🙏
关键事件时间线 · 板块兴起到当前
以太坊扩容需求推动二层叙事升温
随着以太坊拥堵和高 Gas 成本加剧,Optimistic Rollup 与 ZK Rollup 逐步进入市场视野,二层网络开始被视为核心扩容方向。
主流 Rollup 方案陆续上线
Arbitrum、Optimism 等主流二层网络相继开放使用,生态开始围绕更低费用和更快确认速度形成早期迁移。
DeFi 与 NFT 活动向二层迁移
随着应用端追求更低成本,部分 DeFi、NFT 与游戏项目开始部署到二层,板块热度和链上活跃度同步提升。
融资与估值重估带动关注度上行
头部二层项目持续获得融资与生态支持,市场开始重新定价“扩容基础设施”赛道,资本关注度明显提升。
ZK 叙事升温,二层进入新一轮扩张
ZK Rollup、模块化与账户抽象等概念推动二层叙事再度升温,市场对技术路线和长期竞争格局的讨论显著增加。
空投与代币化预期推动资金回流
多条二层主网与代币预期带动交易热度回升,资金开始围绕生态激励、空投和估值修复重新配置。
竞争加剧与分流压力显现
随着更多 L2 上线和应用分散,市场开始关注流动性分流、同质化竞争与代币解锁带来的估值压力。
二层网络进入分化定价阶段
当前二层板块仍是以太坊扩容主线,但资金更偏向技术、生态和收入质量更强的项目,板块呈现分化轮动。
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