TR
波场生态系统 Sector
Overall strength 9LiveINFRA · DEFI
No sector overview available.
Sector performance · Market comparison
Sector index (base: 2024-10-01 = 100)
111.6-0.10% (30D)
BTC change over the same period
+7.19% · Outperformed by -7.3pp
Loading...Leader analysis · Top 3 depth
Tether
USDT · CeFi · 稳定币发行商 · Sector share 57.6%
$0.9991-0.00% · 24H
Market cap$183.99B
FDV$183.99B
Turnover15%
Sector share57.6%
Why it leads: USDT是波场生态最核心的流动性入口，承担大部分链上结算与资金周转，稳定币属性让其在高热行情中更易放大交易需求与资金沉淀。
USDC
USDC · 上市公司 · CeFi · Sector share 22.7%
$1.0000+0.01% · 24H
Market cap$72.60B
FDV$72.60B
Turnover9%
Sector share22.7%
Why it leads: USDC在波场生态中代表更合规、机构化的稳定币需求，既补充USDT的交易深度，也提升生态在支付、清算与跨链场景中的可用性。
TRON
TRX · 基础设施 · Layer1 · Sector share 9.8%
$0.3312+0.31% · 24H
Market cap$31.43B
FDV$31.43B
Turnover1%
Sector share9.8%
Why it leads: TRON是生态底层公链，承接稳定币转账、DeFi与支付流量；在生态热度爆发时，链上活跃度和手续费需求通常最直接受益。
Sector constituent tokens
| # | Token | Rating | |||||
|---|---|---|---|---|---|---|---|
| 15 |  KRRXKyrrex | $0.04225 | +10.44% | 0.00% | $222.27K | $800.46K | A |
| 10 |  BTTBitTorrent | $0.0₆2701 | +1.99% | -1.50% | $266.61M | $3.79M | B |
| 9 |  JMJustMoney | $0.0₅4068 | +1.11% | 0.00% | $267.11K | $7.07 | C |
| 2 |  LLDLiberland LLD | $0.2677 | +0.87% | 0.00% | $691.31K | $316.47 | C |
| 13 |  REALRealLink | $0.07485 | +0.63% | +3.78% | $249.55M | $6.73M | C |
| 14 |  TCTTcoin | $0.0001003 | +0.58% | 0.00% | $227.53K | $139.61K | B+ |
| 11 |  NFTAINFT | $0.0₆2688 | +0.57% | +1.59% | $266.18M | $4.61M | B |
| 1 |  JSTJUST | $0.1032 | +0.46% | +4.83% | $844.69M | $26.65M | B |
| 6 |  A7A5A7A5 | $0.01232 | +0.32% | +0.22% | $483.56M | $4.01K | B |
| 16 |  SUNCATSuncat | $0.0002073 | +0.22% | 0.00% | $207.34K | $34.09 | C |
| 17 |  JFIJackPool.finance | $9.76 | +0.21% | -1.39% | $204.99K | $15.01 | C |
| 18 |  SUNWUKONGSunWukong | $0.0001878 | +0.21% | 0.00% | $187.84K | $2.84 | C |
| 3 |  SUNTRONTRON MASCOT | $0.0006623 | +0.10% | 0.00% | $662.37K | $55.17 | C |
| 8 |  TBULLTron Bull Coin | $0.0003243 | 0.00% | 0.00% | $324.33K | $5.68 | C |
| 12 |  BPXBlack Phoenix | $0.00004495 | +0.00% | 0.00% | $259.23K | $77.29 | C |
| 19 | USDTTether | $0.9991 | -0.00% | -1.06% | $183.99B | $27.36B | B+ |
| 20 |  CMCXCORE MultiChain | $0.0000112 | 0.00% | 0.00% | $161.38K | $197.07 | C |
| 5 |  TUSDTrueUSD | $0.9959 | -0.02% | -0.01% | $492.51M | $10.66M | C |
| 7 |  SUNSun Token | $0.01832 | -0.35% | +0.22% | $352.26M | $53.93M | B |
| 4 |  DCTDegree Crypto | $0.8370 | -16.63% | 0.00% | $608.49K | $57.98 | C |
Investment thesis · AI synthesis
Bull case · 4
波场生态热度极高，资金与交易活跃度明显抬升，短线情绪对稳定币与底层链形成共振。
USDT与USDC构成生态核心流动性，稳定币需求越强，波场链上结算优势越突出。
TRON作为基础设施，通常在生态放量阶段获得更直接的链上使用与关注度提升。
高热度环境下，稳定币与公链双主线更容易吸引增量资金轮动。
Bear case · 3
7日净流入为负，说明高热度下仍存在资金外流与获利了结压力。
生态涨幅过快，短线波动和回撤风险显著放大。
稳定币资产本身弹性有限，更多依赖生态交易活跃度而非基本面爆发。
Sentiment & KOL positions
AI sentiment (last 7D)Bullish 74% · Neutral 12% · Bearish 14%
Bullish 74%Neutral 12%Bearish 14%
KO
KOL 1 · @KOL 1
@WOOFUN
Happy to see TRON being included in the S&P’s inaugural crypto index!
KO
KOL 2 · @KOL 2
@WOOFUN
USDD is on fire
KO
KOL 3 · @KOL 3
@WOOFUN
Stablecoins are becoming payment infrastructure. Nearly 90% of stablecoin payment volume settles on TRON.
KO
KOL 4 · @KOL 4
@WOOFUN
TRON is becoming the settlement layer for global payments.
KO
KOL 5 · @KOL 5
@WOOFUN
Enough transactions for everyone on Earth to transact on TRON nearly twice. 👀
KO
KOL 6 · @KOL 6
@WOOFUN
Keep building. The numbers will follow.
Key event timeline · From emergence to present
2020-08生态扩张
DeFi与挖矿热潮带动链上参与
去中心化金融热潮扩散到波场生态，借贷、挖矿与流动性激励提升资金参与度，板块热度阶段性上行。
2021-05风险点
监管与舆情扰动，风险偏好回落
围绕创始团队与监管环境的讨论升温，市场对波场生态的风险定价更谨慎，资金偏好一度转弱。
2022-11机构入场
稳定币基础设施属性增强，机构关注提升
在加密市场波动加剧后，波场作为稳定币结算与转账网络的属性更突出，机构与大额资金关注度有所提升。
2024-04估值修复
生态估值修复，资金回流主线
随着市场重新偏好现金流与基础设施叙事，波场生态凭借稳定币、支付与高频转账场景迎来估值修复。
2025-08板块兴起
链上活跃与资本轮动再度强化板块热度
在链上活跃度与资金轮动共同推动下，波场生态重新成为市场关注焦点，稳定币与应用层项目带动板块情绪。
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