LA
一层公链 板塊
綜合強度 1.4即時L1 · INFRA
Layer 1 serves as the primary and autonomous chain on which transactions are directly executed and confirmed, as well as providing the essential infrastructure for the blockchain network.
板塊表現 · 與大盤比較
板塊指數（基期：2024-10-01 = 100）
54.98+7.49% (30D)
同期 BTC 漲幅
+6.85% · 跑贏 0.6pp
載入中...龙头分析 · Top 3 深度
Bitcoin
BTC · PoW · 板塊佔比 70.8%
$64,206.90+0.17% · 24H
市值$1.29T
FDV$1.29T
換手率1%
板塊佔比70.8%
為什麼領先：BTC是Layer1的绝对基准资产，兼具价值存储、流动性与机构共识，市场份额最高，常在风险偏好回升时率先吸引资金。
Ethereum
ETH · 基础设施 · Layer1 · 板塊佔比 12.4%
$1,869.60+0.40% · 24H
市值$225.63B
FDV$225.63B
換手率2%
板塊佔比12.4%
為什麼領先：ETH是智能合约公链的核心代表，生态最完整、开发者最活跃，承载DeFi与应用创新，具备持续的网络效应和估值弹性。
BNB
BNB · CeFi · CEX · 板塊佔比 4.2%
$567.35+1.00% · 24H
市值$75.55B
FDV$75.55B
換手率1%
板塊佔比4.2%
為什麼領先：BNB依托头部交易平台生态，兼具手续费折扣、链上应用与资金入口属性，交易需求稳定，具备较强的场景驱动与防御性。
板塊成分代幣
| # | 代幣 | 評級 | |||||
|---|---|---|---|---|---|---|---|
| 19 |  LKYLuckycoin | $0.03534 | +59.65% | +72.62% | $697.81K | $34.05K | B |
| 1 |  STABLEStable | $0.04011 | +6.38% | +13.14% | $995.03M | $11.69M | B |
| 15 |  MANMatrix AI Network | $0.001605 | +3.82% | 0.00% | $769.49K | $11.65K | C |
| 9 |  TEATea Protocol | $0.00004431 | +2.70% | 0.00% | $886.25K | $3.35M | B+ |
| 3 |  QTCQubitcoin | $0.4115 | +2.21% | 0.00% | $949.82K | $6.05K | C |
| 17 |  ALGOAlgorand | $0.08449 | +1.00% | +1.43% | $757.97M | $29.53M | B |
| 20 |  LLDLiberland LLD | $0.2677 | +0.88% | 0.00% | $691.27K | $314.52 | C |
| 7 |  NRGEnergi | $0.00884 | +0.35% | -2.33% | $919.86K | $74.11K | B |
| 6 |  XDAGXDAG | $0.0007042 | +0.28% | 0.00% | $923.74K | $56.42K | C |
| 16 |  KASKaspa | $0.02782 | +0.16% | +0.27% | $765.12M | $4.86M | B |
| 18 |  KMDKomodo | $0.005225 | 0.00% | 0.00% | $735.00K | $0.82 | C |
| 8 |  PIPi Network | $0.08266 | -0.06% | -3.76% | $904.48M | $9.67M | C |
| 14 |  HYDRAHydra | $0.02677 | -0.37% | 0.00% | $804.32K | $422.91 | C |
| 12 |  COLLATCollaterize | $0.0008454 | -0.52% | 0.00% | $845.50K | $126.32K | C |
| 4 |  FUSEFuse | $0.00296 | -0.68% | -2.20% | $934.13K | $249.80K | B |
| 13 |  MVRKMavryk Network | $0.01479 | -1.07% | -1.79% | $831.56K | $12.64K | C |
| 2 |  GRAVGraviton | $0.0007424 | -4.01% | 0.00% | $964.92K | $0.24 | C |
| 5 |  OGPUOPEN GPU | $0.04695 | -5.09% | -26.95% | $924.96K | $6.01K | C |
| 10 |  NIBINibiru | $0.0008423 | -8.34% | 0.00% | $867.49K | $126.55K | C |
| 11 |  DEVVEDevvE | $0.00972 | -10.81% | 0.00% | $849.46K | $57.02K | C |
投资论点 · AI 綜合
看多論點 · 4
Layer1仍是加密市场最大赛道，资金与关注度集中，具备明显的板块主线属性。
BTC、ETH、BNB分别代表价值锚、生态龙头与平台入口，结构清晰，便于资金轮动。
近7日板块仍有净流入，说明中期配置需求尚未明显退潮。
市场热度维持在较高水平，若风险偏好继续修复，龙头更容易率先受益。
看空論點 · 3
板块市值已处高位，进一步上行更依赖增量资金，弹性可能不如中小市值赛道。
7日估算资金流与热度信号存在分化，短线追高容易遭遇波动。
BTC短线小幅回落，说明龙头也会受宏观风险偏好影响。
情緒 & KOL 立場
AI 綜合情緒（最近 7D）看多 51% · 中性 21% · 看空 28%
看多 51%中性 21%看空 28%
KO
KOL 1 · @KOL 1
@WOOFUN
This is the same bullshit that the globalists and RINOs pulled against my dad. Rinse and repeat. Didn't work then, won't work now. We all see the establishment op.
KO
KOL 2 · @KOL 2
@WOOFUN
the government of india does not like technologies like bitchat and wants it taken down https://t.co/gjzMg1NGCi
KO
KOL 3 · @KOL 3
@WOOFUN
"In recent days, Bitchat has seen a sharp rise in popularity in India. Market intelligence provider Sensor Tower shared data with TechCrunch that showed that India accounted for about 85% of the app’s global downloads between July 17 and July 23, compared with about 1% over the previous 30 days. Bitchat was downloaded more than 91,000 times in India over the past five days, after downloads jumped thirty-two-fold on July 19 from the previous day. The app’s daily active users in India also reached more than 330,000 on Thursday, the highest level recorded for the app in the country."
KO
KOL 4 · @KOL 4
@WOOFUN
Patrick Witt says the CLARITY Act is "not a giveaway" to the crypto industry, arguing the bill places new burdens and responsibilities on crypto companies rather than easing regulation. He adds opponents of the bill are effectively arguing to keep crypto markets less regulated. https://t.co/T8BZS3ZUDw
KO
KOL 5 · @KOL 5
@WOOFUN
White House crypto policy adviser Patrick Witt says President Trump has agreed to "historic" ethics restrictions in the CLARITY Act negotiations, while Senate Dems are asking for state attorney general enforcement. "You don't get to hit two home runs with one swing of the bat."
KO
KOL 6 · @KOL 6
@WOOFUN
JUST IN: @BitMEX sued in federal court hours after announcing its shutdown with plaintiffs alleging the exchange rigged liquidations to seize customer Bitcoin, causing losses of 622.66 $BTC. https://t.co/coP3KewvRN
關鍵事件時間線 · 板塊興起至今
2020-06生态扩张
DeFi繁荣强化以太坊主导地位
DeFi热潮放大以太坊网络需求，Gas拥堵与扩容讨论升温，L1基础设施价值被重新定价。
2021-05生态扩张
多链竞争进入高景气阶段
Solana、Avalanche、Terra等新一代公链快速扩张，市场开始追逐更快、更便宜的替代型L1。
2022-06风险点
市场去杠杆，公链估值承压
加密市场整体回撤叠加L1竞争加剧，资金从高估值叙事转向更强基本面与生态留存。
2023-04协议发布
以太坊升级改善质押与扩容预期
上海升级后，质押退出机制更清晰，市场对以太坊长期供给、收益与扩容路线的信心增强。
2024-01机构入场
现货ETF预期提升L1核心资产关注度
围绕以太坊现货ETF的预期升温，推动机构与传统资金重新关注主流一层公链。
2025-03估值修复
L1资金轮动，龙头与新公链分化
在风险偏好修复与资金轮动下，主流L1与新兴公链出现分化，市场更重视活跃度、手续费收入与生态粘性。
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