权益证明 Sector

Overall strength 0.7Live

INFRA · L1

SectorINFRAL1

Proof of Stake (PoS) is a blockchain consensus mechanism where validators are selected to create new blocks based on the amount of cryptocurrency they hold and are willing to stake as collateral.

Plate index60.15-1.86%
Market cap$411.91B7D +0.97%
7D change+0.97%24H -1.86%
Tokens13828
24H volume$13.53B0.03x
Average change-2.19%20.3%
Leading projectOMAX+18.16%
Top gainer+ $48.40M19
Sector strength0.7/10sector
01

Sector performance · Market comparison

Sector index (base: 2024-10-01 = 100)
60.15+7.56% (30D)
BTC change over the same period
+7.86% · Outperformed by -0.3pp
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权益证明+7.56%
BTC+7.86%
ETH+19.18%
SOL+10.09%
智能合约平台+4.84%
一层公链+5.09%
工作量证明+4.75%
以太坊生态系统+3.82%
World Liberty Financial投资组合+5.16%
02

Leader analysis · Top 3 depth

Sector share 82.7%
RANK 01

Ethereum

ETH · 基础设施 · Layer1 · Sector share 54.3%

$1,852.26-2.66% · 24H
Market cap$223.54B
FDV$223.54B
Turnover4%
Sector share54.3%

Why it leads: 以太坊是PoS赛道的核心样本,拥有最大生态、最强开发者网络和最深流动性,质押、L2与应用层需求共同支撑其龙头地位。

RANK 02

BNB

BNB · CeFi · CEX · Sector share 18.0%

$556.75-1.74% · 24H
Market cap$74.14B
FDV$74.14B
Turnover1%
Sector share18.0%

Why it leads: BNB依托交易所与链上生态形成稳定使用场景,手续费、质押和平台流量带来持续需求,是PoS中兼具资金属性与场景属性的代表。

RANK 03

Solana

SOL · 基础设施 · Layer1 · Sector share 10.4%

$73.76-3.85% · 24H
Market cap$42.99B
FDV$42.99B
Turnover4%
Sector share10.4%

Why it leads: Solana凭借高性能与活跃应用生态,在PoS中代表高吞吐和低成本路线,适合承接新增用户与高频交易需求,成长弹性突出。

03

Sector constituent tokens

138 projects
#TokenRating
10MTRGMeter Governance$0.01547+14.60%0.00%$590.48K$11.01KB
12EQTYEQTY$0.00188+12.15%-11.83%$547.28K$7.31KB
15HASHProvenance Blockchain$0.008809+2.82%0.00%$490.45M$3.78KB
5KMDKomodo$0.005225+0.68%0.00%$735.00K$0.82C
20XTZTezos$0.2274-0.17%+1.84%$248.16M$12.41MC
9BDXBeldex$0.08329-0.18%-0.50%$655.47M$13.61MC
2NRGEnergi$0.008814-0.28%-2.54%$917.11K$85.80KC
6ALGOAlgorand$0.0818-0.36%-1.06%$733.72M$17.37MC
13INJInjective$5.13-0.90%+1.63%$513.03M$93.98MB
1VSYSV.SYSTEMS$0.0002458-0.99%-0.16%$919.72K$663.99KB
8GTGate$6.58-1.09%-1.79%$701.12M$862.26KC
11RINGRingDAO$0.0003315-1.47%0.00%$566.41K$46.47C
4MANMatrix AI Network$0.001564-1.62%0.00%$749.87K$30.86KC
17IONIon$15.48-2.34%0.00%$329.54K$10.07C
14APTAptos$0.6009-3.18%-2.91%$507.88M$40.65MB
18TIACelestia$0.3425-3.61%-9.30%$324.25M$20.92MC
7ATOMCosmos Hub$1.38-4.00%-8.61%$720.73M$22.10MC
16DASHDash$32.15-4.09%-5.51%$410.93M$54.71MB
19PIPlian$0.0002962-37.63%0.00%$301.77K$103.65C
3TOMITOMI---38.87%0.00%$917.01K$121.08C
04

Investment thesis · AI synthesis

Based on WOOFUN AI analysis · AI strength 7.2 · Generated 07/23 17:48

Bull case · 4

  • PoS板块市值占比高,仍是公链与加密基础设施的核心配置方向。

  • 7日净流入为正,说明资金对质押收益与主网资产仍有配置意愿。

  • ETH、BNB、SOL分别覆盖生态、平台和高性能三种主线,结构完整。

  • 若市场风险偏好回升,PoS龙头通常先受益于流动性回流。

Bear case · 3

  • 板块近7日整体表现偏弱,短线情绪仍未完全修复。

  • 资金流入虽为正,但估算流向与热度指标显示持续性仍需验证。

  • PoS内部竞争激烈,增量资金可能在龙头间快速轮动。

AI conclusion: PoS仍属中长期核心赛道,优先关注ETH、BNB、SOL等龙头的回调布局与资金回流信号。
05

Sentiment & KOL positions

Bullish share 60%
AI sentiment (last 7D)Bullish 60% · Neutral 18% · Bearish 22%
Bullish 60%Neutral 18%Bearish 22%
KO

KOL 1 · @KOL 1

@WOOFUN

bullish

Models don’t know the consequences of their actions. People know what will get them fired. Models suffer from information latency. People understand what they see right in front of them. 2 skills AI won’t have for a long long long time. If ever. 2 skills that are invaluable to every business decision. How often in business do you need to “read the room” and make a decision ? Add AI productivity to the real time capacity and judgement of humans , and you will get the greatest return on both investments. The challenge is management understanding how to leverage the combination, and forgetting the original expectation that AI and white collar workers are mutually exclusive. They are not Done right , the combo is a business propellant and competitive advantage.

466--
KO

KOL 2 · @KOL 2

@WOOFUN

bearish

Humanoids have all kinds of issues. Latency. Processing power. Dexterity. They aren’t designed to be optimal at much of anything. they have to be upgraded continuously. They will be great novelties for a while. “Get me a beer” “ Fold my clothes. “ etc But the downside for humanoids is that application specific devices/robots will be faster/better/cheaper. When they are, our homes and work places will be built and modified to leverage those ASRs (application specific robots) Logistics have already set this path

219--
KO

KOL 3 · @KOL 3

@WOOFUN

bearish

the government of india does not like technologies like bitchat and wants it taken down https://t.co/gjzMg1NGCi

16319--
KO

KOL 4 · @KOL 4

@WOOFUN

bullish

it's one click in buzz to make a local model available to agents AND share your compute with other people. just one. and your agents will automatically chose the largest/best shared model available. https://t.co/5ah4DmfY8y

1630--
KO

KOL 5 · @KOL 5

@WOOFUN

neutral

mesh-llm allows you to distribute/share compute privately or publicly

345--
KO

KOL 6 · @KOL 6

@WOOFUN

bullish

every lab will build a social workspace for its own agents. buzz is the workspace for everyone’s.

294--
06

Key event timeline · From emergence to present

6 milestones
2020-12板块兴起

DeFi 与质押收益带动关注

DeFi 热潮叠加质押收益预期,PoS 资产成为资金轮动的重要方向,市场开始重估其现金流与锁仓价值。

2021-12机构入场

机构开始配置质押资产

随着托管、质押服务和衍生品完善,机构对 ETH 等 PoS 资产的配置意愿提升,板块流动性明显改善。

2022-09协议发布

以太坊完成合并

以太坊从工作量证明切换到权益证明,成为 PoS 板块最重要的里程碑,并显著强化了质押主线叙事。

2023-04风险点

上海升级释放质押流动性

以太坊上海升级后,质押提款机制落地,市场重新评估锁仓风险与收益弹性,PoS 资产波动加大。

2024-03估值修复

质押叙事随 ETF 预期修复

围绕现货 ETF 与链上收益的讨论升温,PoS 资产估值修复,资金重新聚焦高质押率与头部公链。

2025-06监管警示

监管对质押服务保持审慎

部分地区对质押服务、收益披露和合规托管持续审慎,市场对 PoS 的机构化路径更关注合规边界。

07

News Updates

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