Base原生 板块
综合强度 7.4实时BASE · NATIVE
暂无板块简介。
板块表现 · 与大盘对比
板块指数(基期:2024-10-01 = 100)
74.53+10.30% (30D)
同期 BTC 涨幅
+21.72% · 跑赢 -11.4pp
加载中...
龙头分析 · Top 3 深度

USDC
USDC · 上市公司 · CeFi · 板块占比 65.7%
$1.00+0.01% · 24H
市值$74.44B
FDV$74.44B
换手率3%
板块占比65.7%
为什么领先:USDC是Base原生生态的核心结算资产,承担交易、支付和资金停泊功能,流动性最强、接受度最高,能直接反映链上活跃度与资金迁移方向。

USDS
USDS · 板块占比 8.7%
$0.9998-0.01% · 24H
市值$9.84B
FDV$9.84B
换手率1%
板块占比8.7%
为什么领先:USDS作为稳定币赛道的重要补充,承接Base上的低波动资金需求,适合做收益、抵押和链上配置,是生态资金留存的重要工具。

Chainlink
LINK · 基础设施 · 预言机 · 板块占比 8.5%
$12.90+5.01% · 24H
市值$9.65B
FDV$9.65B
换手率1%
板块占比8.5%
为什么领先:Chainlink是Base原生基础设施代表,预言机与跨链能力决定DeFi、RWA和复杂合约的可用性,属于生态扩张时最先受益的底层项目。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
1 | $0.007576 | +281.22% | -19.48% | $1.30M | $1.78K | B | |
2 | $0.0007716 | +77.72% | -18.28% | $285.89K | $475.22 | B | |
3 | $0.03246 | +39.56% | 0.00% | $74.91M | $5.23M | B | |
4 | $0.4231 | +36.96% | 0.00% | -- | $1.23K | B | |
5 | $0.0002712 | +36.41% | +3.87% | $27.15M | $2.58M | B+ | |
6 | $0.0₉1045 | +31.36% | +7.44% | $41.79K | $1.85K | B | |
7 | $0.0₅4717 | +26.50% | -97.01% | $89.06K | $258.96 | B | |
8 | $0.002428 | +25.58% | -1.41% | $2.96M | $11.69K | B | |
9 | $0.00001484 | +22.15% | -12.93% | $1.33M | $212.87K | B+ | |
10 | $0.1334 | +17.61% | +6.87% | $2.80M | $107.87K | B |
投资论点 · AI 综合
看多论点 · 4
Base原生板块热度高,说明资金仍在关注链上基础设施与结算层。
稳定币资产占据前列,反映生态交易和资金停留需求真实存在。
LINK提供预言机与跨链底座,具备生态扩张时的弹性。
若Base链上活跃回升,USDC和相关基础设施通常先受益。
看空论点 · 3
板块7日资金流明显为负,短线承压信号较强。
24小时整体回撤,说明热度虽高但价格兑现不足。
稳定币龙头偏防守,若风险偏好下降,弹性有限。
情绪 & KOL 立场
AI 综合情绪(最近 7D)看多 74% · 中性 11% · 看空 15%
看多 74%中性 11%看空 15%
CoinDesk · @CoinDesk
@CoinDesk · 3.8M 粉丝
NEW: South Korea's Financial Services Commission unveils a three-stage plan to tokenize all securities, starting with private bonds and funds for institutions in February 2027, expanding to public equities and stablecoin settlement. https://t.co/Xx4EhOIcoA
CoinDesk · @CoinDesk
@CoinDesk · 3.8M 粉丝
LATEST: President Trump says he does not run solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN. https://t.co/YoGLYNGy4i
CoinDesk · @CoinDesk
@CoinDesk · 3.8M 粉丝
Is CLARITY dead? @RebeccaRettig1 and @renato_mariotti unpack the growing doubts around crypto’s market structure bill, as Kalshi’s prediction market fight heads toward the Supreme Court. Plus, @Chainlink’s @kkirkbos on 21 global banks challenging Circle and Tether; and a “creative” path to bring Hyperliquid onshore. The latest Policy Protocol. Chapters/Timecodes: 00:00 Welcome to The Policy Protocol 02:07 Hot Topic: Ninth Circuit Rules Against Kalshi 03:12 New Jersey Takes Prediction Markets to SCOTUS 04:31 The Kalshi–Michigan Federalism Fight 06:17 Hot Topic: SEC's 24/7 Trading Roundtable 08:57 Katherine Kirkpatrick Bos of Chainlink Joins 09:30 21 Global Banks Launch a Joint Stablecoin 12:14 Bringing Hyperliquid Onshore via Kraken–Bitnomial 16:14 London Stock Exchange's Tokenization Push 18:13 Are We in a Post-CLARITY Era? 21:00 Person of the Week: The U.S. House 21:51 Is the House Recess Really 'Devastating'? 24:26 A Big Miss for Crypto — and America
CoinDesk · @CoinDesk
@CoinDesk · 3.8M 粉丝
NEW: a16z-backed OpenReserve receives preliminary OCC approval to establish a full-service national bank, with plans for deposits, lending, tokenized deposits, digital asset custody and a stablecoin subsidiary. https://t.co/tiDQKkgj8y
CoinDesk · @CoinDesk
@CoinDesk · 3.8M 粉丝
🎥 @solsticefi’s Ben Nadareski says crypto is facing an “identity crisis,” splitting between a “glorified back office for traditional finance” and products that aren’t available in TradFi. https://t.co/a5sD587bJn
Cointelegraph · @Cointelegraph
@Cointelegraph · 2.9M 粉丝
🔥 MARKET: Robinhood's weekly DEX volume hit a new $10.47B. almost doubling since last week. https://t.co/dxG3ek1puS
关键事件时间线 · 板块兴起到当前
2025-02生态扩张
Base原生进入更成熟的轮动阶段
在Base生态持续扩容后,板块从早期概念炒作转向更依赖产品、用户和资金轮动的成熟阶段。
2024-08风险点
高波动与分化开始显现
随着标的增多,板块内部开始分化,部分项目回撤加深,资金更偏向高流动性和强叙事资产。
2024-05估值修复
生态扩张推动估值修复
在链上活跃度和项目数量增长带动下,市场对Base原生的估值预期上修,板块弹性增强。
2024-03协议发布
头部原生项目带动新一轮关注
若干代表性项目上线或加速迭代,强化了Base原生在交易、社交和消费级应用上的叙事。
2023-11机构入场
大盘资金关注Base叙事
随着Base生态热度上升,资金开始从主流资产轮动到原生标的,板块流动性和关注度明显提升。
2023-09生态扩张
应用与社区快速扩散
更多原生应用、交易机器人和社区型项目涌现,Base原生从单点热点转向更广泛的生态扩散。
2023-08板块兴起
Base主网开放,原生生态开始成形
Base主网上线后,围绕链上社交、Meme、DeFi与工具类项目的原生资产开始聚集,板块叙事逐步成型。
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