隐私 板块

综合强度 6.9实时

PRIVACY · INFRA

板块PRIVACYINFRA

隐私类别展示了所有旨在保护用户匿名性和安全数据的加密货币、区块链网络和基础设施协议。

市值$51.73B7D +20.53%
7D 涨幅+20.53%超 BTC +19pp
代币数148活跃流通中
24H 交易量$10.26B占大盘 13.1%
平均涨幅+3.62%24H 中位数
龙头项目ZEC权重 41.4%
涨幅最高PRXVT+28.38%
板块强度6.9/10sector
01

板块表现 · 与大盘对比

板块指数(基期:2024-10-01 = 100)
168.89+78.97% (30D)
同期 BTC 涨幅
+23.54% · 跑赢 55.4pp
加载中...
隐私+78.97%
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 77.3%
RANK 01

Zcash

ZEC · PoW · 隐私 · 板块占比 41.4%

$1,267.00+9.30% · 24H
市值$21.44B
FDV$21.44B
换手率1%
板块占比41.4%

为什么领先:Zcash是隐私赛道最具代表性的老牌资产,兼具PoW安全性与匿名交易叙事,流动性和成交活跃度都居前,适合做板块情绪风向标。

RANK 02

Monero

XMR · PoW · 隐私 · 板块占比 18.6%

$512.09+2.15% · 24H
市值$9.63B
FDV$9.63B
换手率1%
板块占比18.6%

为什么领先:Monero长期占据隐私支付核心位置,匿名性与可替代性认知最强,社区粘性高,常在隐私需求升温时率先获得资金关注。

RANK 03

Chainlink

LINK · 基础设施 · 预言机 · 板块占比 17.3%

$11.94-5.32% · 24H
市值$8.93B
FDV$8.93B
换手率0%
板块占比17.3%

为什么领先:Chainlink虽非纯隐私币,但作为预言机与跨链基础设施龙头,承接隐私计算、数据安全与链上验证需求,是隐私板块的扩展型代表。

03

板块成分代币

148 个项目
#代币评级
1
$0.002565
+28.38%
-3.67%
$2.33M
$56.70K
B
2
$0.0214
+23.12%
-2.64%
$63.77M
$6.65M
B+
3
$0.3078
+22.57%
0.00%
$3.18M
$1.70K
B
4
$0.00003585
+19.81%
0.00%
$35.86K
$1.77K
B
5
$0.000064
+15.35%
+7.74%
$2.25M
$36.34K
B
6
$0.003265
+12.16%
+5.23%
$53.93M
$1.55M
B
7
$0.03375
+11.49%
+1.90%
$242.45M
$5.27M
B
8
$2.60
+11.17%
-5.42%
$3.39B
$103.12M
A
9
$0.2714
+10.11%
-1.49%
$4.31M
$2.04K
B
10
$7.68
+9.47%
-2.80%
$140.85M
$10.78M
C
04

投资论点 · AI 综合

基于 WOOFUN AI 分析

看多论点 · 4

  • 板块24小时整体上涨,隐私赛道短线情绪回暖。

  • Zcash放量领涨,说明资金优先回流龙头资产。

  • Monero维持高市值与高换手,具备防守与轮动属性。

  • Chainlink提供基础设施延展性,增强板块叙事外溢。

看空论点 · 3

  • 板块7日净流入偏弱,整体资金承接仍不算强。

  • 估算资金流为负,说明反弹更多像情绪修复而非趋势确认。

  • 隐私赛道监管敏感度高,叙事持续性容易受外部扰动。

AI 综合结论:短线可围绕Zcash和Monero做龙头轮动,偏交易性参与;若资金流未持续改善,宜控制仓位并等待确认。
05

情绪 & KOL 立场

看多占比 84%
AI 综合情绪(最近 7D)看多 84% · 中性 10% · 看空 6%
看多 84%中性 10%看空 6%

CoinDesk · @CoinDesk

@CoinDesk · 3.8M 粉丝

看多

JUST IN: $ZEC hits $1,020, up 20%, as the rally to the $1,000 milestone liquidates $34 million in short positions. https://t.co/Il6bDBjnX8

33824

CoinDesk · @CoinDesk

@CoinDesk · 3.8M 粉丝

看多

ZEC has surged past $1,000. @Grayscale’s Zach Pandl (@LowBeta) explains why he sees significance in Zcash: “We need privacy solutions. Zcash definitely can be one part of the privacy solutions.” https://t.co/67gXPZ3ZYK

25626

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

CoinDesk · @CoinDesk

@CoinDesk · 3.8M 粉丝

看多

Zcash surges toward $1,000 as short sellers get squeezed, the IMF explains how El Salvador keeps adding bitcoin without public purchases, and South Korea lays out plans to tokenize traditional securities for stablecoin settlement. @JennSanasie has what you need to know. Thank you to @Grayscale for being a sponsor of the CoinDesk Media Network.

14829

Ash Crypto · @AshCrypto

@AshCrypto · 2.1M 粉丝

看多

Zcash hits $1,000 for the first time in 10 years. Utility season is back. https://t.co/99HYKxOWj0

2058154

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
06

关键事件时间线 · 板块兴起到当前

4 个节点
2026-08板块兴起

隐私板块热度回升

近期板块情绪改善,资金围绕隐私基础设施与代表性项目轮动,市场重新定价其长期需求。

2024-03机构入场

隐私赛道重新获得关注

在链上安全、数据主权和合规隐私需求升温下,隐私板块重新进入资金视野,部分核心资产表现修复。

2022-11风险点

合规事件压制市场情绪

隐私工具与相关协议面临更强监管审视,市场情绪转向谨慎,资金偏好更分化。

2020-10生态扩张

隐私基础设施向多链延伸

隐私技术从单一币种扩展到多链与应用层,围绕隐私交易、混币和数据保护的协议持续出现。

07

新闻动态

实时同步
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