YZi Labs(原币安实验室)投资组合 板块
综合强度 7.4实时INFRA · GAMEFI
YZi Labs（前身为 Binance Labs）投资的协议和代币。
板块表现 · 与大盘对比
板块指数（基期：2024-10-01 = 100）
32.6+21.37% (30D)
同期 BTC 涨幅
+20.27% · 跑赢 1.1pp
加载中...
BTC+20.27%
ETH+30.98%
SOL+27.35%
智能合约平台+26.50%
一层公链+25.59%
工作量证明+21.88%
World Liberty Financial投资组合+15.42%
权益证明+32.36%龙头分析 · Top 3 深度
Sui
SUI · 基础设施 · Layer1 · 板块占比 30.1%
$0.8353+8.56% · 24H
市值$3.48B
FDV$3.48B
换手率4%
板块占比30.1%
为什么领先：Sui是YZi Labs组合中的基础设施龙头，市值与流动性都居前，代表公链主线的核心承接。近24小时与近7日表现同步转强，说明资金更愿意先配置高确定性的L1资产。
Ethena
ENA · 板块占比 12.9%
$0.1498+17.21% · 24H
市值$1.49B
FDV$1.49B
换手率13%
板块占比12.9%
为什么领先：Ethena是收益型稳定币/合成美元赛道代表，具备强叙事和高资金关注度，适合在风险偏好回升时快速放大弹性。当前涨幅与换手都较活跃，显示市场对其金融创新属性仍在定价。
PancakeSwap
CAKE · DeFi · DEX · 板块占比 5.0%
$1.78+6.34% · 24H
市值$573.37M
FDV$573.37M
换手率1%
板块占比5.0%
为什么领先：CAKE是BNB生态DEX龙头，兼具交易入口和手续费分配属性，在DeFi回暖时往往率先受益。作为老牌协议，它的品牌认知、用户基础和生态协同都使其更像板块轮动中的稳健标的。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
1 | $0.4496 | +71.80% | 0.00% | $20.17M | $1.96K | B | |
2 | $0.008282 | +39.70% | -1.24% | $36.30M | $32.52M | A | |
3 | $18.57 | +23.80% | -0.33% | $52.04M | $10.95M | A | |
4 | $0.0001083 | +22.30% | 0.00% | $47.63K | $15.43 | B | |
5 | $0.01237 | +21.51% | -2.29% | $23.56M | $4.47M | B+ | |
6 | $0.001982 | +19.24% | -3.60% | $98.03M | $23.37M | A | |
7 | $0.00005792 | +17.70% | -3.76% | $322.14M | $25.09M | B+ | |
8 | $0.0002543 | +17.70% | -45.80% | $44.51K | $9.31K | A | |
9 | $0.1498 | +17.21% | +6.60% | $1.49B | $191.89M | A+ | |
10 | $0.05883 | +16.70% | +7.56% | $45.41M | $1.76M | B |
投资论点 · AI 综合
看多论点 · 4
YZi Labs组合整体近7日仍偏强，说明板块热度没有完全退潮。
SUI、ENA、CAKE分别对应公链、稳定币创新、DEX三条主线，覆盖面完整。
头部资产24小时普遍上涨，短线资金仍在追逐高辨识度标的。
若市场风险偏好继续修复，基础设施与DeFi通常会先于中小盘扩散。
看空论点 · 3
组合7日净流入为负，说明中期资金并未持续加仓。
板块热度分数不算高，反弹更像轮动而非全面趋势。
ENA与CAKE更依赖叙事和情绪，若市场降温，回撤弹性也会更大。
情绪 & KOL 立场
AI 综合情绪（最近 7D）看多 60% · 中性 16% · 看空 24%
看多 60%中性 16%看空 24%
CoinDesk · @CoinDesk
@CoinDesk · 3.8M 粉丝
LATEST: NEW:@Securitizeand Neuberger launch HINC, a tokenized high-yield bond fund available across$AVAX,$ETH,$SOLand$SUI.
Cointelegraph · @Cointelegraph
@Cointelegraph · 2.9M 粉丝
🇺🇸 LATEST: Robinhood’s Vlad Tenev says tokenization is already expanding access to US assets in more than 120 countries, while US investors are being left behind. https://t.co/RurfdWeXvm
Cointelegraph · @Cointelegraph
@Cointelegraph · 2.9M 粉丝
🚨 WARNING: SafePal says a flaw exposed data of nearly 40,000 customers, but no private keys or seed phrases were compromised. https://t.co/p0VSqZWrKt
Don Ricardo Salinas Pliego · @RicardoBSalinas
@RicardoBSalinas · 2.2M 粉丝
🥹🤪 creo que en México van a prohibir el uso de X.
Cathie Wood · @CathieDWood
@CathieDWood · 2.1M 粉丝
Yes, prices are collapsing but volumes are exploding. In @ARKInvest’s view, the price elasticity of demand for increased productivity and intelligence is enormous, setting in motion a virtuous cycle that is in its infancy.
Raoul Pal · @RaoulGMI
@RaoulGMI · 1.4M 粉丝
I used to think the economic singularity hits in 2032. I think that's too far away now. By 2030, the entire economic system will have changed. GDP used to run on two things: population growth and productivity. But we're about to go from a restricted population of 9 billion people to an infinite population of economic actors. We're going to put AGI brains into humanoid robots that are more dextrous, faster, stronger AND fitter than us with smarter brains. That to me is an entirely new species. And they're coming into the workforce very soon.
关键事件时间线 · 板块兴起到当前
2026-08风险点
近期资金流偏弱，板块进入分化
最新阶段资金流转弱，投资组合内部表现分化，市场更偏好有明确催化和收入验证的项目。
2024-10板块兴起
YZi Labs 品牌升级强化组合叙事
币安实验室更名为 YZi Labs 后，市场重新聚焦其投资版图，板块叙事与资本轮动同步升温。
2023-02估值修复
市场开始重新定价优质被投资产
随着风险情绪回暖，部分核心项目率先修复估值，组合重新获得资金关注。
2022-11风险点
行业去杠杆压制投资组合表现
加密行业进入去杠杆阶段，投资组合普遍承压，市场更关注项目基本面与生存质量。
2021-04机构入场
牛市中机构与散户共同追逐被投标的
市场风险偏好上升，头部被投项目获得更强流动性与估值修复，板块热度显著抬升。
2020-09协议发布
DeFi 周期带动组合项目热度上升
DeFi 热潮提升了多家被投协议的关注度，市场开始把其视为高成长赛道集合。
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