PR
工作量证明 Sector
Overall strength 0.9LivePOW · INFRA
Proof of Work (PoW) is a blockchain consensus mechanism to validate transactions and create new blocks through computational efforts by miners.
Sector performance · Market comparison
Sector index (base: 2024-10-01 = 100)
53.78+4.75% (30D)
BTC change over the same period
+7.86% · Outperformed by -3.1pp
Loading...Leader analysis · Top 3 depth
Bitcoin
BTC · PoW · Sector share 97.1%
$63,725.95-2.10% · 24H
Market cap$1.28T
FDV$1.28T
Turnover2%
Sector share97.1%
Why it leads: 比特币是PoW赛道绝对龙头，市值与流动性远超同类，具备最强共识、最深交易深度和机构定价权，仍是资金配置首选。
Dogecoin
DOGE · PoW · MEME · Sector share 0.8%
$0.06843-2.92% · 24H
Market cap$10.62B
FDV$10.62B
Turnover7%
Sector share0.8%
Why it leads: 狗狗币以高流动性和强社区传播力成为PoW中的高弹性代表，兼具MEME属性与支付叙事，常在风险偏好回升时率先活跃。
Zcash
ZEC · PoW · 隐私 · Sector share 0.6%
$496.01-4.19% · 24H
Market cap$8.32B
FDV$8.32B
Turnover4%
Sector share0.6%
Why it leads: Zcash是PoW隐私方向的核心标的，技术标签清晰、差异化强，在隐私需求升温时更容易获得主题资金关注。
Sector constituent tokens
| # | Token | Rating | |||||
|---|---|---|---|---|---|---|---|
| 17 |  NEOXNeoxa | $0.00003898 | +2.84% | 0.00% | $410.48K | $7.48K | C |
| 12 |  XNANeurai | $0.00002967 | +1.64% | +0.40% | $511.76K | $27.00K | C |
| 13 |  WXTMWrapped MinoTari | $0.0005145 | +1.26% | +40.23% | $510.68K | $21.66K | C |
| 7 |  KMDKomodo | $0.005225 | +0.68% | 0.00% | $735.00K | $0.82 | C |
| 1 |  XDAGXDAG | $0.0007013 | +0.12% | 0.00% | $919.86K | $52.87K | C |
| 9 |  BDXBeldex | $0.08329 | -0.18% | -0.50% | $655.47M | $13.61M | C |
| 3 |  HNSHandshake | $0.001231 | -0.27% | +75.90% | $838.97K | $5.18K | C |
| 4 |  RICRiecoin | $0.01099 | -0.70% | 0.00% | $791.08K | $10.93K | C |
| 2 |  SCPScPrime | $0.01495 | -0.84% | 0.00% | $847.18K | $2.85K | C |
| 10 |  FACTFactor | $0.5309 | -0.97% | 0.00% | $637.37K | $468.65 | C |
| 14 |  LKYLuckycoin | $0.02197 | -1.11% | -22.15% | $433.72K | $23.01K | C |
| 18 |  WARTWarthog | $0.03419 | -1.55% | 0.00% | $408.92K | $3.28K | C |
| 6 |  MANMatrix AI Network | $0.001564 | -1.62% | 0.00% | $749.87K | $30.86K | C |
| 5 |  KASKaspa | $0.02778 | -2.07% | -0.35% | $763.94M | $5.53M | C |
| 20 |  SALSalvium | $0.007891 | -3.54% | 0.00% | $378.87K | $63.45K | C |
| 15 |  BC2BitcoinII | $0.1678 | -3.70% | 0.00% | $414.91K | $124.93K | B |
| 16 |  DASHDash | $32.15 | -4.09% | -5.51% | $410.93M | $54.71M | B |
| 19 |  HACHacash | $0.2144 | -5.49% | 0.00% | $392.96K | $8.75K | C |
| 11 |  DNXDynex | $0.005401 | -8.08% | -39.11% | $581.58K | $19.13K | C |
| 8 |  HACDHacash Diamond | $5.40 | -8.19% | 0.00% | $722.04K | $2.79K | C |
Investment thesis · AI synthesis
Bull case · 4
PoW板块市占率高，BTC仍是市场定价核心，龙头配置价值突出。
近7日资金净流入为正，说明板块仍有承接，未出现系统性失血。
BTC低波动、DOGE高弹性、ZEC主题差异化，形成较完整的PoW梯队。
若市场风险偏好回升，PoW龙头通常先受益于资金回流。
Bear case · 3
板块近7日整体涨跌偏弱，短线趋势仍未完全扭转。
资金流与热度指标不算强，说明追涨情绪有限。
DOGE受情绪驱动较大，ZEC受主题轮动影响明显，持续性需观察。
Sentiment & KOL positions
AI sentiment (last 7D)Bullish 51% · Neutral 23% · Bearish 26%
Bullish 51%Neutral 23%Bearish 26%
KO
KOL 1 · @KOL 1
@WOOFUN
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
KO
KOL 2 · @KOL 2
@WOOFUN
@houmanasefi Read the history of IBM
KO
KOL 3 · @KOL 3
@WOOFUN
@callme_Peabody @Quantico_Vn When horse and buggies went away, and roads were just being built , no one expected a gas station on every corner
KO
KOL 4 · @KOL 4
@WOOFUN
the government of india does not like technologies like bitchat and wants it taken down https://t.co/gjzMg1NGCi
KO
KOL 5 · @KOL 5
@WOOFUN
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
KO
KOL 6 · @KOL 6
@WOOFUN
every lab will build a social workspace for its own agents. buzz is the workspace for everyone’s.
Key event timeline · From emergence to present
2021-05风险点
监管与能耗争议压制情绪
挖矿能耗、监管限制与地区迁移引发波动，市场开始重新评估 PoW 的合规与成本风险。
2021-11机构入场
矿业上市与机构配置升温
上市矿企、算力融资和机构配置提升了 PoW 的资本市场可见度。
2024-01板块兴起
现货 ETF 叙事强化 PoW 核心资产
比特币现货 ETF 推动资金与关注回流，PoW 核心资产重新成为市场主线之一。
2026-07估值修复
资金流偏弱下的结构性分化
近期板块资金流偏弱，市场更偏向高流动性、强叙事的 PoW 资产，低质量标的承压。
News Updates
Live syncLoading...
Comments
No comments yet.