卡牌游戏 板块
综合强度 6.7实时GAMEFI · NFT
加密卡牌游戏是利用区块链技术的数字卡牌游戏，允许玩家收集、交易和使用独特的数字卡牌，这些卡牌通常以NFT形式呈现。
板块表现 · 与大盘对比
板块指数（基期：2024-10-01 = 100）
28.5+4.66% (30D)
同期 BTC 涨幅
+21.72% · 跑赢 -17.1pp
加载中...
BTC+21.72%
ETH+29.97%
SOL+36.32%
游戏金融-24.85%
元宇宙+6.25%
游戏实用代币+16.16%
游戏治理代币+23.95%
模拟游戏+7.55%龙头分析 · Top 3 深度
Axie Infinity
AXS · 游戏 · 板块占比 78.5%
$0.9730+2.21% · 24H
市值$169.75M
FDV$169.75M
换手率1%
板块占比78.5%
为什么领先：Axie Infinity 仍是卡牌游戏赛道最具代表性的老牌龙头，拥有最强的品牌认知、用户教育基础和NFT玩法沉淀，能持续定义行业叙事。
Echelon Prime
PRIME · 游戏 · AI · 板块占比 7.0%
$0.2356-2.01% · 24H
市值$15.13M
FDV$15.13M
换手率2%
板块占比7.0%
为什么领先：Echelon Prime 以 Web3 游戏生态切入，兼具游戏与 AI 标签，叙事更贴近新一轮链游升级方向，属于资金关注度较高的中坚资产。
Alien Worlds
TLM · 游戏 · 元宇宙 · 板块占比 4.7%
$0.001454+0.55% · 24H
市值$10.21M
FDV$10.21M
换手率4%
板块占比4.7%
为什么领先：Alien Worlds 依托元宇宙与链游结合的长期题材，社区驱动属性强、流通盘更轻，常在板块轮动中具备较高弹性。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
1 | $0.0007715 | +77.29% | -18.28% | $285.82K | $476.03 | B | |
2 | $0.005189 | +52.98% | 0.00% | $2.59M | $1.71 | B | |
3 | $0.0007912 | +43.69% | 0.00% | $46.60K | $1.72K | B | |
4 | $0.0002617 | +21.33% | -90.39% | $130.92K | $588.45 | B | |
5 | $0.001363 | +2.77% | 0.00% | $135.60K | $3.71 | C | |
6 | $0.9730 | +2.21% | -9.08% | $169.75M | $1.03M | C | |
7 | $0.00003873 | +1.95% | -0.07% | $24.79K | $60.34 | C | |
8 | $0.007539 | +0.60% | -37.61% | $5.23M | $1.71K | C | |
9 | $0.001454 | +0.55% | +17.68% | $10.21M | $357.91K | C | |
10 | $0.3645 | +0.00% | 0.00% | $36.96K | $1.72 | C |
投资论点 · AI 综合
看多论点 · 4
赛道总市值仍有一定体量，说明卡牌游戏并未出清，具备阶段性修复空间。
龙头 AXS 具备最强叙事锚点，板块反弹时通常先受益。
PRIME 与 TLM 兼具新叙事和高弹性，适合资金做轮动博弈。
链游/NFT 题材在风险偏好回升时容易快速放大涨幅。
看空论点 · 4
板块近 7 日资金流为负，短线仍偏弱，反弹持续性需要验证。
AXS 近 24 小时下跌，龙头未出现明确止跌信号。
中小市值项目流动性有限，行情容易被快速拉升后回吐。
卡牌游戏整体仍受链游活跃度和市场风险偏好影响较大。
情绪 & KOL 立场
AI 综合情绪（最近 7D）看多 86% · 中性 14% · 看空 0%
看多 86%中性 14%
Jihoz.ron · @Jihoz_Axie
@Jihoz_Axie · 521.9K 粉丝
We built a tool that allows anyone to build experiences seamlessly on top of the Axie IP. Today, we're launching the first Axie vibe-a-thon to test drive the platform! Registration is live here: https://t.co/eytQ9UzDgv At Sky Mavis, we were seeing games popping up from different departments, from people who long dreamed to build but lacked the skills and tools to turn their ideas into reality. With advancements in AI, those dreams became possible, but a lot of the assets and resources took awhile to compile together so we took care of that for you. I believe more IPs will begin opening up toolkits like this, allowing for passion to turn into playable experiences. @Moku_HQ and @RonkeOnRon are already showing promise in this direction. Can't wait to see what you all build!
Jihoz.ron · @Jihoz_Axie
@Jihoz_Axie · 521.9K 粉丝
You can buy Axies with @gcashofficial!
Jihoz.ron · @Jihoz_Axie
@Jihoz_Axie · 521.9K 粉丝
Now at 318 registrations! Some of these builders are people who have never interacted with axie before. Sign up here: https://t.co/NIIDndJGiL https://t.co/qSDfjRexLU
Robert ₿reedlove · @Breedlove22
@Breedlove22 · 444.7K 粉丝
Axis Arashi Breedlove at 1 week. Seeing how fast you grow makes my head spin son. I look forward to growing with you in many, many ways Axis. https://t.co/HnYpyNeIBY
DeFi Dad ⟠ defidad.eth · @DeFi_Dad
@DeFi_Dad · 178.0K 粉丝
With the rise of neobanks and fintechs plugged into DeFi, there’s huge opportunity to meet the demand for executing massive OTC trades. “[Axis] Prime combines institutional pricing, multi-venue execution, cross-asset settlement and routing infrastructure. Axis Prime supports 15+ currencies, stablecoins and settlement rails, with more than 25 million cross-asset pricing paths evaluated and average quoted spreads below 10 bps across selected corridors.” Like a DEX agg but even more fragmented markets to trade for the bigger institutional flows dependent on digital assets in their business, including CEXs. DeFi is growing up, and this infra is part of what it will take to bring trillions in tokenized assets onchain.
Georgios Konstantopoulos · @gakonst
@gakonst · 156.8K 粉丝
fork android and do it - it’s possible today, just needs world class designers, simply hooking into axs is not enough
关键事件时间线 · 板块兴起到当前
2026-08板块兴起
卡牌游戏再度活跃
在资金轮动和个别龙头带动下，卡牌游戏板块近期热度回升，但整体仍以事件驱动和选择性参与为主。
2025-06生态扩张
跨链与移动端尝试增多
项目方开始更积极地推进跨链资产、移动端体验和社区赛事，板块从单一 NFT 卡牌向更广泛的游戏生态延展。
2024-02估值修复
市场轮动带来修复
随着山寨板块轮动，卡牌游戏重新获得短线资金关注，部分老牌项目和新叙事一起出现估值修复。
2023-08协议发布
新一代卡牌产品上线
更多项目转向更成熟的玩法设计与链上资产体系，尝试用更轻量的上手门槛重建用户增长。
2022-05风险点
熊市回撤压制估值
加密市场整体转弱后，卡牌游戏板块流动性下降，用户留存和代币估值承压，叙事热度明显降温。
2022-01机构入场
融资与公会推动热度延续
链游融资、公会参与和二级市场交易共同抬升板块关注度，卡牌赛道一度被视为可持续的 Web3 游戏方向。
2021-11生态扩张
头部项目带动玩法扩散
头部卡牌项目推动“收集、对战、交易”模式扩散，带动玩家和投机资金同时进入板块。
2021-03板块兴起
链游卡牌开始出圈
以 NFT 收藏和可交易卡牌为核心的链游开始获得关注，卡牌游戏成为早期 GameFi 叙事的一部分。
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