MA
Manta网络生态系统 板块
综合强度 1.4实时L2 · INFRA
Protocols that are built on the Manta network, an EVM-compatible ZK-application platform.
板块表现 · 与大盘对比
板块指数（基期：2024-10-01 = 100）
59.14-4.93% (30D)
同期 BTC 涨幅
+9.05% · 跑赢 -14.0pp
加载中...龙头分析 · Top 3 深度
Ethena USDe
USDE · 板块占比 51.3%
$0.9997-0.01% · 24H
市值$3.94B
FDV$3.94B
换手率1%
板块占比51.3%
为什么领先：USDe是生态内最大规模的稳定资产之一，承担结算、流动性与收益承接功能，资金效率高、使用场景广，天然具备生态核心地位。
Ethena Staked USDe
SUSDE · 板块占比 20.0%
$1.24+0.03% · 24H
市值$1.54B
FDV$1.54B
换手率0%
板块占比20.0%
为什么领先：sUSDe在USDe基础上叠加质押收益属性，兼顾稳健与收益预期，适合生态内资金停泊与再配置，是收益型核心资产。
Kelp DAO Restaked ETH
RSETH · 板块占比 12.1%
$2,085.89+1.05% · 24H
市值$927.48M
FDV$927.48M
换手率0%
板块占比12.1%
为什么领先：RSETH代表再质押ETH在Manta生态中的收益入口，连接ETH资产、流动性与协议激励，具备较强的资金吸附和扩散能力。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
| 8 |  ISPIspolink | $0.00001889 | +3.61% | -32.99% | $179.43K | $19.07K | B |
| 6 |  PYTHPyth Network | $0.0447 | +3.26% | -8.91% | $351.62M | $20.20M | B |
| 2 |  ENAEthena | $0.08667 | +1.66% | +6.60% | $828.73M | $145.87M | B+ |
| 9 |  DERIDeri Protocol | $0.001028 | +1.37% | -43.79% | $134.89K | $43.83 | C |
| 12 |  WSTETHBridged Wrapped stETH (Manta Pacific) | $2,374.53 | +1.37% | 0.00% | $13.87K | $44.93 | C |
| 4 |  WETHBridged Wrapped Ether (Manta Pacific) | $1,941.93 | +1.12% | 0.00% | $546.13K | $7.85K | C |
| 1 | RSETHKelp DAO Restaked ETH | $2,085.89 | +1.05% | 0.00% | $927.48M | $757.80K | B |
| 14 |  QUICKQuickswap | $0.007843 | +0.22% | +1.72% | $5.22M | $310.61K | C |
| 18 | SUSDEEthena Staked USDe | $1.24 | +0.03% | +0.69% | $1.54B | $7.65M | B+ |
| 3 |  SUSDZAnzen Staked USDz | $1.23 | 0.00% | 0.00% | $623.23K | $92.63 | C |
| 20 |  CIRCLECirclePacific | -- | 0.00% | 0.00% | -- | -- | C |
| 15 | USDEEthena USDe | $0.9997 | -0.01% | -0.11% | $3.94B | $56.90M | B |
| 19 |  USDTManta Pacific Bridged USDT (Manta Pacific) | $0.9981 | -0.09% | 0.00% | -- | $53.32K | C |
| 17 |  USDCBridged USD Coin (Manta Pacific) | $0.9987 | -0.14% | 0.00% | $1.70M | $20.46K | C |
| 5 |  IZIiZUMi Finance | $0.0004943 | -0.35% | -1.92% | $389.25K | $12.42K | C |
| 13 |  BELBella Protocol | $0.09898 | -1.31% | -9.53% | $7.92M | $1.61M | B |
| 16 |  MATICXStader MaticX | $0.0892 | -2.18% | 0.00% | $3.23M | $5.39K | C |
| 11 |  MANTAManta Network | $0.06013 | -2.27% | -2.25% | $28.72M | $3.94M | C |
| 10 |  TRBTellor Tributes | $14.16 | -2.53% | -0.33% | $39.63M | $7.09M | C |
| 7 |  VMANTABifrost Voucher MANTA | $0.08271 | -2.76% | 0.00% | $333.50K | $70.86 | C |
投资论点 · AI 综合
看多论点 · 4
生态总市值高、热度强，说明资金对Manta应用层仍有持续关注。
USDe与sUSDe形成稳定币与收益资产双核心，便于承接新增流动性。
RSETH提供ETH收益入口，增强生态资金留存和再循环。
板块24小时仍有正变化，短线情绪未完全转弱。
看空论点 · 3
近7日净流出明显，说明中期资金面仍偏谨慎。
板块7日表现回落，热度高但持续性需要验证。
部分龙头成交与换手分化，资金集中度较高，波动风险不低。
情绪 & KOL 立场
AI 综合情绪（最近 7D）看多 88% · 中性 12% · 看空 0%
看多 88%中性 12%
KO
KOL 1 · @KOL 1
@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 2 · @KOL 2
@WOOFUN
NEW: @Coinbase expands its AI agent payment infrastructure adding enterprise $USDC acceptance, individual trading tools, and a developer SDK built around the x402 standard. https://t.co/0mu9iq0LhK
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
🔥 ADOPTION: Samsung says Samsung Wallet will add stablecoin support, bringing payments, rewards and digital assets into one service. https://t.co/u4ZYJt6nbg
KO
KOL 5 · @KOL 5
@WOOFUN
🇰🇷 LATEST: Circle and South Korea's Kakao Group sign an MOU to explore blockchain payment infrastructure and USDC integration in Korea. https://t.co/grhOYobn5q
KO
KOL 6 · @KOL 6
@WOOFUN
BREAKING: Samsung is bringing native $USDC support to 1 billion+ Galaxy users via Samsung Wallet. The feature will allow users to hold, send, and receive stablecoins directly in the built-in wallet. https://t.co/ytQXqRD8HL
关键事件时间线 · 板块兴起到当前
2023-09协议发布
Manta 生态叙事启动
Manta 作为面向 ZK 应用的 EVM 兼容平台进入市场，带动生态项目开始围绕隐私、扩容与应用层展开布局。
2023-12板块兴起
ZK 应用板块受关注
随着市场重新定价 ZK 赛道，Manta 生态被视为应用层承接方向，相关代币与基础设施开始获得更高关注。
2024-01生态扩张
生态项目加速落地
围绕 Manta 的应用、工具和流动性组件逐步增多，板块从单一叙事转向更完整的生态协同。
2024-03机构入场
资金开始追逐生态机会
在 ZK 与模块化基础设施热度延续下，资金开始向 Manta 生态中的高弹性标的轮动，提升了板块交易活跃度。
2024-06估值修复
回调后估值修复
经历阶段性回撤后，市场重新评估 Manta 生态的应用潜力与链上增长预期，板块情绪出现修复。
2024-10风险点
竞争与解锁压力显现
随着同类 ZK 生态竞争加剧，市场对代币解锁、流动性分散和项目分化的担忧上升，板块波动加大。
2025-02生态扩张
应用层继续扩容
Manta 生态继续向应用层延伸，更多协议围绕交易、收益与基础设施协作，强化了网络生态系统定位。
2026-07估值修复
当前处于分化整理
在整体资金净流出与板块降温背景下，Manta 生态进入分化整理阶段，市场更关注核心项目质量与后续催化。
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