弹性供应代币 板块

综合强度 3.2实时

DEFI · INFRA

l2DEFIINFRA

Rebase tokens are cryptocurrencies that are usually pegged to a certain value, and they control their prices by algorithmically adjusting their token’s circulating supply.

板块指数76.89-0.53%
市值$318.32M7D +3.67%
7D 涨幅+3.67%24H -0.53%
代币数119
24H 交易量$14.71K0.00x
平均涨幅+2.78%81.8%
龙头项目BASE+17.22%
涨幅最高$0.0027
板块强度3.2/10l2
01

板块表现 · 与大盘对比

板块指数(基期:2024-10-01 = 100)
76.89+14.15% (30D)
同期 BTC 涨幅
+6.85% · 跑赢 7.3pp
加载中...
弹性供应代币+14.15%
BTC+6.85%
ETH+18.38%
SOL+3.50%
Arbitrum生态系统+0.26%
Base生态系统+1.61%
Base原生+0.41%
Optimism生态系统+1.32%
交易所平台币+0.04%
02

龙头分析 · Top 3 深度

板块占比 99.0%
RANK 01

Olympus

OHM · DeFi · 稳定币协议 · 板块占比 86.8%

$18.50+0.28% · 24H
市值$276.39M
FDV$276.39M
换手率0%
板块占比86.8%

为什么领先:OHM是弹性供应赛道的代表性龙头,兼具储备货币叙事与DeFi属性,市值和流动性在板块内最强,能更好承接资金轮动与情绪修复。

RANK 02

Snowbank

SB · 板块占比 11.0%

$219.29+0.56% · 24H
市值$35.01M
FDV$35.01M
换手率0%
板块占比11.0%

为什么领先:SB属于高辨识度的弹性供应资产,价格弹性和社区关注度使其在小市值阶段更容易放大行情,常被视作板块情绪的高β标的。

RANK 03

Ampleforth

AMPL · DeFi · 稳定币协议 · 板块占比 1.2%

$1.25+0.24% · 24H
市值$3.72M
FDV$3.72M
换手率0%
板块占比1.2%

为什么领先:AMPL是最经典的rebase项目之一,机制认知度高、历史久、交易活跃度相对更稳,适合作为板块的基础认知与流动性锚点。

03

板块成分代币

11 个项目
#代币评级
3BASEBase Protocol$1.15+17.22%+380.85%$87.49K$390.27B
7BBUSDBounceBit USD$1.02+2.03%0.00%$1.50M$335.59C
11TEMTemplar DAO$2.89+1.98%+1.83%--$12.53KC
8KLIMAKlimaDAO [OLD]$0.00161+1.92%0.00%--$10.33C
4WMWomo$0.07549+0.72%0.00%$75.50K$6.46C
5SBSnowbank$219.29+0.56%0.00%$35.01M$1.29KC
2OHMOlympus$18.50+0.28%0.00%$276.39M$36.65KB
6AMPLAmpleforth$1.25+0.24%0.00%$3.72M$6.94C
9OHMOlympus v1$48.23+0.11%0.00%--$3.27C
1ROMERome$5.940.00%0.00%$869.36K$0.16C
10RAMRamifi Protocol$0.0010040.00%0.00%--$120.41C
04

投资论点 · AI 综合

基于 WOOFUN AI 分析 · AI 强度 4.8 · 生成于 07/24 03:36

看多论点 · 4

  • 板块总市值仍有一定体量,说明老赛道并未出清,若风险偏好回升,容易出现超跌反弹。

  • OHM具备龙头聚合效应,资金回流时通常先修复核心资产,再带动次级标的补涨。

  • AMPL近期相对抗跌,说明机制型资产仍有存量关注,适合等待情绪拐点。

  • 弹性供应叙事具备差异化,若市场重新偏好高波动主题,板块弹性会被放大。

看空论点 · 3

  • 板块近7日与24小时表现偏弱,资金净流入缺失,短线仍处于承压状态。

  • 整体热度较低,说明市场对rebase机制的追捧不足,反弹持续性存疑。

  • SB流动性偏薄,容易出现大幅波动与滑点,交易体验和持有风险都较高。

AI 综合结论:当前更适合轻仓观察,优先跟踪OHM是否带动板块止跌,再考虑AMPL与SB的轮动机会。
05

情绪 & KOL 立场

看多占比 0%
AI 综合情绪(最近 7D)看多 0% · 中性 100% · 看空 0%
中性 100%
KO

KOL 1 · @KOL 1

@WOOFUN

neutral

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.

2512--
KO

KOL 2 · @KOL 2

@WOOFUN

neutral

@katexbt @base I respect the decision 🙏

110--
06

关键事件时间线 · 板块兴起到当前

8 个节点
2020-07板块兴起

Ampleforth 引发弹性供应叙事

Ampleforth 将“自动调整供应”带入市场视野,弹性供应代币开始被视为独立赛道。

2020-12协议发布

Olympus 推出,弹性机制扩展到国库叙事

Olympus 将弹性供应与国库、协议拥有流动性等概念结合,带动板块关注度上升。

2021-04生态扩张

OlympusDAO 带动同类项目扩散

围绕 OHM 模式的分叉与仿盘增多,弹性供应代币从单一项目扩展为更广泛的生态叙事。

2021-05估值修复

高收益与国库预期推动资金涌入

市场在高收益预期和国库资产想象下快速重估,板块一度成为资金轮动热点。

2021-11风险点

高波动与可持续性争议升温

随着价格回撤和机制复杂性暴露,市场开始更关注通胀、稀释和长期可持续性风险。

2022-06监管警示

监管环境趋严,算法稳定币风险外溢

算法稳定币相关风险事件后,投资者对弹性供应代币的合规与系统性风险更加谨慎。

2024-03机构入场

市场回流小市值叙事,板块获得阶段性关注

在山寨轮动和小市值叙事回暖中,弹性供应代币获得阶段性资金关注,但整体仍偏选择性参与。

2026-07板块兴起

板块维持低位震荡,等待新催化

当前板块市值与成交仍偏低,市场更倾向于将其视为高风险主题,等待新的机制或生态催化。

07

新闻动态

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