ST
稳定币 板塊
綜合強度 1.5即時STABLE · USD
A stablecoin is a type of cryptocurrency that is designed to maintain a stable value by being pegged to an external reference, such as a fiat currency.
板塊表現 · 與大盤比較
板塊指數（基期：2024-10-01 = 100）
118.72-1.62% (30D)
同期 BTC 漲幅
+6.84% · 跑贏 -8.5pp
載入中...龙头分析 · Top 3 深度
Tether
USDT · CeFi · 稳定币发行商 · 板塊佔比 61.1%
$0.9991+0.00% · 24H
市值$183.98B
FDV$183.98B
換手率15%
板塊佔比61.1%
為什麼領先：USDT是稳定币赛道的绝对流动性核心，覆盖交易、结算与跨平台转移，市值和成交额都远超同类，具备最强网络效应与市场定价权。
USDC
USDC · 上市公司 · CeFi · 板塊佔比 24.1%
$1.00+0.01% · 24H
市值$72.60B
FDV$72.60B
換手率10%
板塊佔比24.1%
為什麼領先：USDC依托合规与机构属性，在交易所、支付和链上金融中渗透深，且背靠上市公司体系，适合承接更偏监管友好的稳定币需求。
USDS
USDS · 板塊佔比 3.3%
$0.9999-0.00% · 24H
市值$9.85B
FDV$9.85B
換手率1%
板塊佔比3.3%
為什麼領先：USDS代表去中心化与超额抵押路线的稳定币供给，虽规模较小，但在DeFi原生场景中更具叙事弹性，是细分赛道的重要补充。
板塊成分代幣
| # | 代幣 | 評級 | |||||
|---|---|---|---|---|---|---|---|
| 12 |  KDAIKlaytn Dai | $0.09368 | +1.10% | 0.00% | $750.45K | $2.67K | C |
| 3 |  CJPYConvertible JPY Token | $0.004538 | +0.18% | 0.00% | $964.90K | $442.62 | C |
| 5 |  DUSDAlto DUSD | $1.00 | +0.04% | 0.00% | $911.31K | $260.12 | C |
| 9 |  XMDMetal Dollar | $0.9977 | +0.04% | 0.00% | $834.73K | $1.60M | B+ |
| 1 |  CADCCAD Coin | $0.7120 | +0.01% | 0.00% | $983.99K | $20.80K | C |
| 16 |  GHOGHO | $0.9990 | +0.01% | +0.10% | $648.36M | $2.05M | B |
| 4 |  USDUUncap USD | $1.00 | 0.00% | 0.00% | $916.26 | $1.31 | C |
| 8 |  SILKSilk | $1.24 | 0.00% | 0.00% | $841.51K | $86.42K | C |
| 10 |  VEURVNX EURO | $0.2999 | 0.00% | 0.00% | $829.05K | $0.09 | C |
| 11 |  USPPareto USP | $1.00 | 0.00% | 0.00% | $757.46K | $45.04 | C |
| 19 |  BFUSDBitFi USD | $0.9799 | 0.00% | 0.00% | $611.47K | $19.99 | C |
| 18 |  USDTOsmosis allUSDT | $0.9985 | -0.01% | 0.00% | $641.43K | $3.21K | C |
| 2 |  USDMMountain Protocol USD | $1.00 | -0.03% | +0.16% | $966.32K | $24.45 | C |
| 6 |  CKUSDTChain-key USDT | $0.9989 | -0.03% | +0.01% | $867.60K | $59.22K | C |
| 13 |  SRUSDReservoir srUSD | $1.15 | -0.03% | 0.00% | $726.31K | $4.50 | C |
| 14 |  USDNSMARDEX USDN | $1.00 | -0.15% | 0.00% | $668.08K | $1.42K | C |
| 7 |  YUYala Stablecoin | $0.03829 | -2.21% | 0.00% | $859.20K | $2.59 | C |
| 15 |  MIMMagic Internet Money (Avalanche) | $0.1061 | -5.89% | 0.00% | $658.95K | $484.52 | C |
| 20 |  FXDFathom Dollar | $0.7683 | -8.62% | 0.00% | $607.25K | $24.96K | C |
| 17 |  JEURJarvis Synthetic Euro | $0.7840 | -18.09% | 0.00% | $645.51K | $50.16 | C |
投资论点 · AI 綜合
看多論點 · 4
稳定币总市值仍高，说明资金停泊与链上结算需求长期存在。
USDT与USDC双寡头格局稳固，龙头具备最强流动性和渠道优势。
监管趋严反而利好合规型稳定币，机构资金更偏向可审计、可追踪资产。
若市场波动加大，稳定币作为避险与再配置工具的需求通常会上升。
看空論點 · 3
近7日整体净流出明显，板块短线情绪偏弱。
稳定币本身收益属性有限，资金更容易在风险偏好回升时外流。
头部格局高度集中，新项目突围难度大，增量叙事有限。
情緒 & KOL 立場
AI 綜合情緒（最近 7D）看多 69% · 中性 18% · 看空 13%
看多 69%中性 18%看空 13%
KO
KOL 1 · @KOL 1
@WOOFUN
USDD is on fire
KO
KOL 2 · @KOL 2
@WOOFUN
JUST IN: The Bank for International Settlements warns dollar-backed stablecoins can bypass capital controls, finding them largely unaffected by foreign exchange restrictions that governments use to limit money flows. https://t.co/kgauaA25v7
KO
KOL 3 · @KOL 3
@WOOFUN
NEW: @Ripple launches Ripple Mint, giving institutions API access to mint, redeem, and manage $RLUSD across multiple chains. https://t.co/6nM8viQrFb
KO
KOL 4 · @KOL 4
@WOOFUN
NEW: @Coinbase expands its AI agent payment infrastructure adding enterprise $USDC acceptance, individual trading tools, and a developer SDK built around the x402 standard. https://t.co/0mu9iq0LhK
KO
KOL 5 · @KOL 5
@WOOFUN
NEW: Amazon Japan supplier AZ-COM Maruwa plans to settle payments with 2,300 partners including truck drivers in $JPYC, Japan's first large-scale corporate stablecoin deployment. https://t.co/osoj0aGtc3
KO
KOL 6 · @KOL 6
@WOOFUN
UPDATE: Mirae Asset has acquired South Korea's oldest crypto exchange Korbit, rebranding it as Digital X with plans to build an investment platform spanning RWAs, STOs, stablecoins, and traditional assets. https://t.co/Y4yVwyjdgW
關鍵事件時間線 · 板塊興起至今
2020-06板块兴起
DeFi 夏季带动稳定币需求
DeFi 热潮抬升链上结算需求，稳定币成为借贷、做市和流动性挖矿的基础资产。
2021-05生态扩张
多链扩张提升使用场景
稳定币在以太坊之外加速扩散到多条公链，支付、跨链转移和链上交易场景明显增加。
2022-05风险点
算法稳定币崩盘重塑风险认知
UST 失守锚定并引发连锁冲击，市场对稳定币储备、赎回机制和系统性风险的关注显著上升。
2023-03监管警示
银行事件强化监管与储备关注
美国银行业压力事件后，市场重新评估法币通道、储备安全与稳定币发行方的对手方风险。
2024-01估值修复
ETF 预期带动资金回流
宏观风险偏好回升叠加加密市场修复，稳定币余额与链上流动性再度成为资金配置核心。
新聞動態
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