权益证明 板块

综合强度 1.5实时

INFRA · L1

板块INFRAL1

Proof of Stake (PoS) is a blockchain consensus mechanism where validators are selected to create new blocks based on the amount of cryptocurrency they hold and are willing to stake as collateral.

板块指数60.650.00%
市值$415.35B7D +1.65%
7D 涨幅+1.65%24H 0.00%
代币数13862
24H 交易量$8.14B0.02x
平均涨幅-1.09%44.9%
龙头项目STBU+21.21%
涨幅最高- $2.83M25
板块强度1.5/10sector
01

板块表现 · 与大盘对比

板块指数(基期:2024-10-01 = 100)
60.65+9.26% (30D)
同期 BTC 涨幅
+6.84% · 跑赢 2.4pp
加载中...
权益证明+9.26%
BTC+6.84%
ETH+18.28%
SOL+2.80%
智能合约平台+7.15%
一层公链+7.33%
工作量证明+6.95%
以太坊生态系统+5.37%
World Liberty Financial投资组合+6.64%
02

龙头分析 · Top 3 深度

板块占比 82.8%
RANK 01

Ethereum

ETH · 基础设施 · Layer1 · 板块占比 54.2%

$1,865.81+0.28% · 24H
市值$225.17B
FDV$225.17B
换手率2%
板块占比54.2%

为什么领先:以太坊是PoS赛道的核心样本,拥有最大生态、最强开发者网络和最深流动性,质押、L2与应用层需求共同支撑其龙头地位。

RANK 02

BNB

BNB · CeFi · CEX · 板块占比 18.2%

$566.20+0.90% · 24H
市值$75.40B
FDV$75.40B
换手率1%
板块占比18.2%

为什么领先:BNB依托交易所与链上生态形成稳定使用场景,手续费、质押和平台流量带来持续需求,是PoS中兼具资金属性与场景属性的代表。

RANK 03

Solana

SOL · 基础设施 · Layer1 · 板块占比 10.4%

$74.15+0.18% · 24H
市值$43.23B
FDV$43.23B
换手率2%
板块占比10.4%

为什么领先:Solana凭借高性能与活跃应用生态,在PoS中代表高吞吐和低成本路线,适合承接新增用户与高频交易需求,成长弹性突出。

03

板块成分代币

138 个项目
#代币评级
4MANMatrix AI Network$0.001597+2.78%0.00%$765.36K$12.11KC
13HASHProvenance Blockchain$0.009194+2.78%0.00%$512.93M$14.43KB
1VSYSV.SYSTEMS$0.0002471+0.58%+0.12%$925.04K$697.41KB+
20TCTTcoin$0.0001002+0.31%0.00%$227.53K$139.20KB+
12APTAptos$0.6107+0.26%+0.48%$516.17M$31.03MB
2NRGEnergi$0.008839+0.22%-2.21%$919.81K$66.37KC
5ALGOAlgorand$0.08396+0.18%+0.88%$753.11M$29.59MB
8GTGate$6.63+0.16%-1.78%$706.73M$633.42KB
6KMDKomodo$0.0052250.00%0.00%$735.00K$0.82C
16DASHDash$32.30-0.11%-5.39%$412.87M$46.30MB
7ATOMCosmos Hub$1.38-0.69%-7.48%$722.00M$16.77MC
9BDXBeldex$0.08271-0.86%-0.22%$650.97M$12.31MC
10RINGRingDAO$0.0003278-1.16%0.00%$560.04K$9.19C
17TIACelestia$0.3394-1.47%-6.21%$321.38M$15.44MC
19XTZTezos$0.2243-1.61%-0.80%$244.99M$4.70MC
11EQTYEQTY$0.001846-1.96%+0.76%$537.47K$7.82KC
14INJInjective$5.12-2.26%-0.79%$512.33M$54.67MB
18IONIon$14.80-2.42%0.00%$315.23K$6.04C
3TOMITOMI---5.54%0.00%$866.29K$39.25C
15MTRGMeter Governance$0.01334-13.81%0.00%$509.48K$11.63KC
04

投资论点 · AI 综合

基于 WOOFUN AI 分析 · AI 强度 7.2 · 生成于 07/23 17:48

看多论点 · 4

  • PoS板块市值占比高,仍是公链与加密基础设施的核心配置方向。

  • 7日净流入为正,说明资金对质押收益与主网资产仍有配置意愿。

  • ETH、BNB、SOL分别覆盖生态、平台和高性能三种主线,结构完整。

  • 若市场风险偏好回升,PoS龙头通常先受益于流动性回流。

看空论点 · 3

  • 板块近7日整体表现偏弱,短线情绪仍未完全修复。

  • 资金流入虽为正,但估算流向与热度指标显示持续性仍需验证。

  • PoS内部竞争激烈,增量资金可能在龙头间快速轮动。

AI 综合结论:PoS仍属中长期核心赛道,优先关注ETH、BNB、SOL等龙头的回调布局与资金回流信号。
05

情绪 & KOL 立场

看多占比 69%
AI 综合情绪(最近 7D)看多 69% · 中性 12% · 看空 19%
看多 69%中性 12%看空 19%
KO

KOL 1 · @KOL 1

@WOOFUN

bullish

Models don’t know the consequences of their actions. People know what will get them fired. Models suffer from information latency. People understand what they see right in front of them. 2 skills AI won’t have for a long long long time. If ever. 2 skills that are invaluable to every business decision. How often in business do you need to “read the room” and make a decision ? Add AI productivity to the real time capacity and judgement of humans , and you will get the greatest return on both investments. The challenge is management understanding how to leverage the combination, and forgetting the original expectation that AI and white collar workers are mutually exclusive. They are not Done right , the combo is a business propellant and competitive advantage.

466--
KO

KOL 2 · @KOL 2

@WOOFUN

bearish

Humanoids have all kinds of issues. Latency. Processing power. Dexterity. They aren’t designed to be optimal at much of anything. they have to be upgraded continuously. They will be great novelties for a while. “Get me a beer” “ Fold my clothes. “ etc But the downside for humanoids is that application specific devices/robots will be faster/better/cheaper. When they are, our homes and work places will be built and modified to leverage those ASRs (application specific robots) Logistics have already set this path

259--
KO

KOL 3 · @KOL 3

@WOOFUN

bearish

the government of india does not like technologies like bitchat and wants it taken down https://t.co/gjzMg1NGCi

26230--
KO

KOL 4 · @KOL 4

@WOOFUN

bullish

it's one click in buzz to make a local model available to agents AND share your compute with other people. just one. and your agents will automatically chose the largest/best shared model available. https://t.co/5ah4DmfY8y

1915--
KO

KOL 5 · @KOL 5

@WOOFUN

bullish

every lab will build a social workspace for its own agents. buzz is the workspace for everyone’s.

1258--
KO

KOL 6 · @KOL 6

@WOOFUN

bullish

Happy to see TRON being included in the S&P’s inaugural crypto index!

330--
06

关键事件时间线 · 板块兴起到当前

6 个节点
2020-12板块兴起

DeFi 与质押收益带动关注

DeFi 热潮叠加质押收益预期,PoS 资产成为资金轮动的重要方向,市场开始重估其现金流与锁仓价值。

2021-12机构入场

机构开始配置质押资产

随着托管、质押服务和衍生品完善,机构对 ETH 等 PoS 资产的配置意愿提升,板块流动性明显改善。

2022-09协议发布

以太坊完成合并

以太坊从工作量证明切换到权益证明,成为 PoS 板块最重要的里程碑,并显著强化了质押主线叙事。

2023-04风险点

上海升级释放质押流动性

以太坊上海升级后,质押提款机制落地,市场重新评估锁仓风险与收益弹性,PoS 资产波动加大。

2024-03估值修复

质押叙事随 ETF 预期修复

围绕现货 ETF 与链上收益的讨论升温,PoS 资产估值修复,资金重新聚焦高质押率与头部公链。

2025-06监管警示

监管对质押服务保持审慎

部分地区对质押服务、收益披露和合规托管持续审慎,市场对 PoS 的机构化路径更关注合规边界。

07

新闻动态

实时同步
加载中...

评论

回复 @用户
0/800

暂无评论

消息提醒

登录后查看消息
查看全部消息管理订阅