YZi Labs(原币安实验室)投资组合 板块
综合强度 6.9实时INFRA · GAMEFI
YZi Labs（前身为 Binance Labs）投资的协议和代币。
板块表现 · 与大盘对比
板块指数（基期：2024-10-01 = 100）
23.47-17.33% (30D)
同期 BTC 涨幅
-0.81% · 跑赢 -16.5pp
加载中...
BTC-0.81%
ETH+0.55%
SOL-1.25%
智能合约平台-2.64%
一层公链-3.26%
工作量证明-4.22%
World Liberty Financial投资组合-1.44%
权益证明+0.33%龙头分析 · Top 3 深度
Sui
SUI · 基础设施 · Layer1 · 板块占比 29.5%
$0.6537-3.54% · 24H
市值$2.67B
FDV$2.67B
换手率1%
板块占比29.5%
为什么领先：Sui是YZi Labs组合中市值与流动性最强的核心标的，Layer1定位清晰，交易活跃度高，能最直接代表该组合的基础设施主线与市场情绪。
Ethena
ENA · 板块占比 9.1%
$0.08379+1.09% · 24H
市值$823.87M
FDV$823.87M
换手率0%
板块占比9.1%
为什么领先：Ethena代表组合中的收益型加密原生金融方向，流通与成交都较活跃，能在基础设施之外提供差异化敞口，是资金偏好切换时的重要补充。
PancakeSwap
CAKE · DeFi · DEX · 板块占比 5.3%
$1.49+1.22% · 24H
市值$477.97M
FDV$477.97M
换手率0%
板块占比5.3%
为什么领先：PancakeSwap 具备板块代表性与资金承接能力，是当前赛道的重要龙头观察对象。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
1 | $0.0001083 | +22.30% | 0.00% | $47.63K | $15.43 | B | |
2 | $0.2343 | +19.20% | 0.00% | $25.16M | $190.31M | A | |
3 | $0.001936 | +18.40% | 0.00% | $15.51M | $1.53M | B+ | |
4 | $0.01054 | +12.50% | -6.42% | $4.02M | $1.93M | A | |
5 | $0.01791 | +10.69% | +6.36% | $104.62M | $19.28M | B+ | |
6 | $0.09159 | +8.60% | 0.00% | $17.22M | $46.12M | B+ | |
7 | $0.002436 | +7.50% | 0.00% | $1.11M | $1.69K | C | |
8 | $0.002129 | +4.80% | -0.22% | $1.92M | $89.90K | C | |
9 | $0.002998 | +3.90% | 0.00% | $20.69K | $810.89 | C | |
10 | $2.58 | +3.53% | -1.98% | $12.29M | $420.34K | C |
投资论点 · AI 综合
看多论点 · 4
组合市值体量大、覆盖Layer1与Layer2，主线清晰，适合跟踪行业风险偏好回升。
Sui成交活跃、换手高，容易成为资金回流时的优先配置对象。
Polygon相关资产仍具扩容叙事残余价值，适合博弈生态修复。
Ethena提供收益型金融敞口，能在单纯公链行情之外增强组合弹性。
看空论点 · 3
7日净流出偏大，说明资金对该组合仍偏谨慎。
MATIC已迁移叙事，历史品牌强但新催化需要验证。
Ethena波动和情绪敏感度较高，若市场转弱容易放大回撤。
情绪 & KOL 立场
AI 综合情绪（最近 7D）看多 56% · 中性 11% · 看空 33%
看多 56%中性 11%看空 33%
CoinDesk · @CoinDesk
@CoinDesk · 3.8M 粉丝
JUST IN: The Bank of England moves its Digital Pound Lab to Phase 2, testing stablecoin and CBDC interoperability in trade finance with @Polygon providing settlement infrastructure. https://t.co/t27jtCVJTS
CoinDesk · @CoinDesk
@CoinDesk · 3.8M 粉丝
JUST IN: Harmony's harmony:native token drops ~40% after an apparent exploit mints ~4 billion new tokens, equal to 26% of existing supply, with the team pausing its bridge and asking exchanges to freeze four linked wallets.
CoinDesk · @CoinDesk
@CoinDesk · 3.8M 粉丝
ARTIFICIAL INTELLIGENCE: “It can’t be that we’re gonna give all the big AI companies all of our data and let them go and monetize it.” Deus X Capital CEO Tim Grant says concerns around data sovereignty are sinking in much faster than they did during the Web2 era.
Cointelegraph · @Cointelegraph
@Cointelegraph · 2.9M 粉丝
🚨 WARNING: SafePal says a flaw exposed data of nearly 40,000 customers, but no private keys or seed phrases were compromised. https://t.co/p0VSqZWrKt
Cointelegraph · @Cointelegraph
@Cointelegraph · 2.9M 粉丝
🚨 ALERT: Harmony Protocol exploited via an unauthorized 4B ONE mint, with 26% of supply minted and 2.8B funneled to exchanges as price crashed. The team says it's working with exchanges to freeze funds and prep a patch. https://t.co/92dsHjsv6M
Cointelegraph · @Cointelegraph
@Cointelegraph · 2.9M 粉丝
🚨 UPDATE: Harmony traced 10,288 transfers across 409 wallets linked to fraudulently minted tokens. Harmony is considering a rollback after tracing fraudulent tokens.
关键事件时间线 · 板块兴起到当前
2026-08风险点
近期资金流偏弱，板块进入分化
最新阶段资金流转弱，投资组合内部表现分化，市场更偏好有明确催化和收入验证的项目。
2024-10板块兴起
YZi Labs 品牌升级强化组合叙事
币安实验室更名为 YZi Labs 后，市场重新聚焦其投资版图，板块叙事与资本轮动同步升温。
2023-02估值修复
市场开始重新定价优质被投资产
随着风险情绪回暖，部分核心项目率先修复估值，组合重新获得资金关注。
2022-11风险点
行业去杠杆压制投资组合表现
加密行业进入去杠杆阶段，投资组合普遍承压，市场更关注项目基本面与生存质量。
2021-04机构入场
牛市中机构与散户共同追逐被投标的
市场风险偏好上升，头部被投项目获得更强流动性与估值修复，板块热度显著抬升。
2020-09协议发布
DeFi 周期带动组合项目热度上升
DeFi 热潮提升了多家被投协议的关注度，市场开始把其视为高成长赛道集合。
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