预言机 板块

综合强度 7.2实时

ORACLE · INFRA

板块ORACLEINFRA

预言机被协议在其智能合约中使用,以获取外部数据。这使得封闭的区块链环境能够与外部世界的数据点进行通信。例如,提供合成纳斯达克上市股票的协议将需要从股票市场提取外部数据。有了预言机,协议将能够做到这一点。

市值$9.88B7D -2.98%
7D 涨幅-2.98%低于 BTC 4pp
代币数50活跃流通中
24H 交易量$7.20B占大盘 9.2%
平均涨幅-5.16%24H 中位数
龙头项目LINK权重 90.4%
涨幅最高PHB+49.23%
板块强度7.2/10sector
01

板块表现 · 与大盘对比

板块指数(基期:2024-10-01 = 100)
78.58+32.13% (30D)
同期 BTC 涨幅
+23.54% · 跑赢 8.6pp
加载中...
预言机+32.13%
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 95.5%
RANK 01

Chainlink

LINK · 基础设施 · 预言机 · 板块占比 90.4%

$11.93-5.48% · 24H
市值$8.93B
FDV$8.93B
换手率0%
板块占比90.4%

为什么领先:Chainlink是预言机赛道绝对龙头,覆盖面最广、生态接入最深,长期承担链上外部数据与跨链通信的基础设施角色,行业定价权和品牌认知最强。

RANK 02

Pyth Network

PYTH · DeFi · 基础设施 · 板块占比 4.4%

$0.05577+4.77% · 24H
市值$439.19M
FDV$439.19M
换手率1%
板块占比4.4%

为什么领先:Pyth Network以高频市场数据和DeFi场景见长,交易所与链上应用需求匹配度高,周转活跃,代表了新一代低延迟预言机的增长方向。

RANK 03

RedStone

RED · 基础设施 · 预言机 · 板块占比 0.7%

$0.1316+1.38% · 24H
市值$66.65M
FDV$66.65M
换手率5%
板块占比0.7%

为什么领先:RedStone体量较小但弹性更强,主打跨链数据分发与模块化接入,适合新项目快速集成,市场关注度提升时更容易出现估值重估。

03

板块成分代币

50 个项目
#代币评级
1
$0.004998
+49.23%
0.00%
$329.70K
$765.62
B
2
$0.02999
+19.05%
-2.11%
$25.25M
$6.21M
A
3
$0.001264
+12.95%
0.00%
$632.42K
$2.38K
B
4
$0.5044
+10.66%
+8.64%
$9.83M
$340.20K
B
5
$0.0000336
+6.80%
-23.15%
--
$27.43
C
6
$0.0007952
+4.93%
0.00%
$30.20K
$195.53
C
7
$0.00003898
+4.81%
+4.86%
$38.74M
$240.06K
C
8
$0.05577
+4.77%
-8.91%
$439.19M
$2.59M
B
9
$0.00003856
+4.24%
0.00%
--
$9.33K
C
10
$0.2525
+3.81%
0.00%
$207.44K
$409.92
C
04

投资论点 · AI 综合

基于 WOOFUN AI 分析

看多论点 · 4

  • 预言机是链上金融的底层刚需,应用扩张会持续抬升数据服务需求。

  • Chainlink生态最成熟,具备龙头溢价和资金回流优势。

  • Pyth与RedStone代表低延迟和跨链分发的新方向,成长弹性更高。

  • 板块热度仍高,若风险偏好回升,资金容易优先回补基础设施龙头。

看空论点 · 3

  • 板块近7日资金流出偏明显,短线承压信号较强。

  • 整体涨跌偏弱,说明市场对预言机的交易热情仍在降温。

  • 除龙头外中小市值项目波动大,追高风险较高。

AI 综合结论:预言机赛道仍属链上基础设施核心方向,优先关注Chainlink,次选Pyth与RedStone的弹性机会,但需等待资金流改善后再加仓。
05

情绪 & KOL 立场

看多占比 85%
AI 综合情绪(最近 7D)看多 85% · 中性 11% · 看空 4%
看多 85%中性 11%看空 4%

CoinDesk · @CoinDesk

@CoinDesk · 3.8M 粉丝

看空

Is CLARITY dead? @RebeccaRettig1 and @renato_mariotti unpack the growing doubts around crypto’s market structure bill, as Kalshi’s prediction market fight heads toward the Supreme Court. Plus, @Chainlink’s @kkirkbos on 21 global banks challenging Circle and Tether; and a “creative” path to bring Hyperliquid onshore. The latest Policy Protocol. Chapters/Timecodes: 00:00 Welcome to The Policy Protocol 02:07 Hot Topic: Ninth Circuit Rules Against Kalshi 03:12 New Jersey Takes Prediction Markets to SCOTUS 04:31 The Kalshi–Michigan Federalism Fight 06:17 Hot Topic: SEC's 24/7 Trading Roundtable 08:57 Katherine Kirkpatrick Bos of Chainlink Joins 09:30 21 Global Banks Launch a Joint Stablecoin 12:14 Bringing Hyperliquid Onshore via Kraken–Bitnomial 16:14 London Stock Exchange's Tokenization Push 18:13 Are We in a Post-CLARITY Era? 21:00 Person of the Week: The U.S. House 21:51 Is the House Recess Really 'Devastating'? 24:26 A Big Miss for Crypto — and America

21155

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

Ran Neuner · @cryptomanran

@cryptomanran · 971.1K 粉丝

看多

This could be the best marketing campaign of all time. 1. Launch a chain 2. Position it as a chain for onchain stocks. 3. Have a high profile company challenge you in public. 4. Champion the fight for onchain stocks!

36423

Gordon 🐂 · @GordonGekko

@GordonGekko · 845.2K 粉丝

看多

I told you for months to buy alts. Now I'm telling you again that it's still early. Do you see? https://t.co/BrltPPst97

437115

Ansem · @blknoiz06

@blknoiz06 · 804.5K 粉丝

看多

there will be 10+ 0->1B+ crypto protocols formed over the next 12-18 months, mostly driven by RWAs moving on-chain + increased interest from talented developers realizing the immediate incentive alignment & made easier by constantly improving AI models

1458302

Ansem · @blknoiz06

@blknoiz06 · 804.5K 粉丝

看多

the hardest part of the transition from bear markets to bull markets is that the strategies which saved you money in the bear will lose you money in the bull if youve been actively trading and making money with current conditions you are very talented, but you’ll need to learn how to dream again to realize max potential of spots - if youre already profitable its good idea to just have moonboy bags that you make it hard for you to even access to sell and keep trading normally with the rest

655127
06

关键事件时间线 · 板块兴起到当前

5 个节点
2024-10生态扩张

多链与模块化应用继续扩展

随着多链、模块化与数据服务需求增加,预言机板块维持活跃,但资金更偏向具备实际集成能力的项目。

2023-09机构入场

机构级数据需求提升板块关注

RWA、链上金融与机构化应用升温,推动市场重新评估预言机在真实世界数据接入中的价值。

2022-06风险点

市场回撤,预言机关注转向安全

熊市与多起链上风险事件后,市场更重视预言机的延迟、操纵风险与去中心化程度。

2021-05估值修复

牛市推动估值快速重定价

加密牛市中,跨链数据、链上喂价和多链部署预期抬升了预言机项目估值。

2020-08板块兴起

DeFi 热潮引爆预言机板块

DeFi Summer 期间,预言机成为高频关注赛道,相关代币与基础设施项目同步升温。

07

新闻动态

实时同步
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