Aptos生态系统 板块

综合强度 2.2实时

L1 · DEFI

板块L1DEFI

暂无板块简介。

板块指数107.95-0.04%
市值$280.38B7D -0.27%
7D 涨幅-0.27%24H -0.04%
代币数6231
24H 交易量$38.52B0.14x
平均涨幅+1.80%50.0%
龙头项目WGC+48.99%
涨幅最高- $1.22B27
板块强度2.2/10sector
01

板块表现 · 与大盘对比

板块指数(基期:2024-10-01 = 100)
107.95-1.26% (30D)
同期 BTC 涨幅
+6.76% · 跑赢 -8.0pp
加载中...
Aptos生态系统-1.26%
BTC+6.76%
ETH+18.19%
SOL+2.80%
智能合约平台+7.83%
一层公链+8.01%
工作量证明+7.46%
以太坊生态系统+5.78%
World Liberty Financial投资组合+6.97%
02

龙头分析 · Top 3 深度

板块占比 94.2%
RANK 01

Tether

USDT · CeFi · 稳定币发行商 · 板块占比 65.6%

$0.9991+0.01% · 24H
市值$183.99B
FDV$183.99B
换手率16%
板块占比65.6%

为什么领先:USDT是Aptos生态最核心的流动性入口,承担交易、结算与资金停泊功能,覆盖面最广、换手最高,决定生态资金效率与短期热度。

RANK 02

USDC

USDC · 上市公司 · CeFi · 板块占比 25.9%

$1.00+0.02% · 24H
市值$72.60B
FDV$72.60B
换手率10%
板块占比25.9%

为什么领先:USDC在合规与机构资金进入上更具优势,作为稳定币基础设施补充USDT,提升生态内支付、DeFi和跨链资金配置的稳定性。

RANK 03

Wrapped Bitcoin

WBTC · 板块占比 2.7%

$64,140.30+0.28% · 24H
市值$7.45B
FDV$7.45B
换手率1%
板块占比2.7%

为什么领先:WBTC代表生态内高质量抵押资产与比特币流动性映射,适合做借贷、杠杆和收益策略,是Aptos承接外部大资金的重要桥梁。

03

板块成分代币

62 个项目
#代币评级
16WGCWild Goat Coin [OLD]$0.00002524+48.99%0.00%$101.02K$235.96B
8UNIBTCUniversal BTC$93,146.85+46.25%0.00%$278.04M$6.02KB+
1AMIAmnis Finance$0.001952+4.52%0.00%$992.43K$74.16KC
9BONKBonk$0.0₅3016+3.21%+7.27%$265.50M$28.09MB+
3ECHOEcho Protocol$0.003328+1.63%0.00%$692.84K$70.29KB
5APTAptos$0.6133+0.99%-0.44%$518.26M$30.70MB
20KAPTKofi Aptos$0.6122+0.82%0.00%$65.77K$4.54C
6CAKEPancakeSwap$1.40+0.77%-0.71%$451.24M$16.22MB
13CDTCheckDot$0.02465+0.13%0.00%$182.17K$15.71C
7LZUSDTLayerZero Bridged USDT (Aptos)$0.9994+0.08%0.00%$311.28K$584.27C
15FRXUSDFrax USD$0.9998+0.02%+0.08%$108.71M$2.22MC
19USDCUSDC$1.00+0.02%+0.04%$72.60B$7.56BA
12USDTTether$0.9991+0.01%-0.30%$183.99B$30.12BA
4THLThala$0.008124-0.00%0.00%$579.13K$278.76C
10USDAAURO USDA$0.99890.00%0.00%$224.71K$1.68C
17GUIGui Inu$0.0₆14980.00%0.00%$83.31K$3.38KC
18DOODOODooDoo$0.01793-0.04%-3.74%$75.31K$3.08C
14ACREDApollo Diversified Credit Securitize Fund$1,103.55-0.13%0.00%$115.17M--C
11WETHAptos Bridged WETH (Aptos)$1,868.81-0.24%0.00%$204.36K$5.03C
2ELONEchelon Token$0.06073-8.68%0.00%$819.92K$123.78KC
04

投资论点 · AI 综合

基于 WOOFUN AI 分析 · AI 强度 6.8 · 生成于 07/23 17:49

看多论点 · 4

  • 稳定币双龙头占据生态资金入口,交易和结算需求具备持续性。

  • USDC与USDT并存,有利于吸引不同风险偏好的资金与应用场景。

  • WBTC提供高质量抵押品,增强DeFi深度和资金利用率。

  • Aptos生态整体市值和市场份额较高,说明基础盘仍具承接能力。

看空论点 · 3

  • 近7日净流出明显,说明板块资金面偏弱。

  • 7日表现转负,短线热度不足,反弹更多依赖外部风险偏好修复。

  • 龙头以稳定币为主,增长弹性不如高β应用赛道。

AI 综合结论:短线以稳定币与抵押资产为主线,适合跟踪资金回流信号后再做配置,偏防守、重流动性。
05

情绪 & KOL 立场

看多占比 65%
AI 综合情绪(最近 7D)看多 65% · 中性 15% · 看空 20%
看多 65%中性 15%看空 20%
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

259--
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

26230--
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

1915--
KO

KOL 5 · @KOL 5

@WOOFUN

bullish

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

1258--
KO

KOL 6 · @KOL 6

@WOOFUN

neutral

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

345--
06

关键事件时间线 · 板块兴起到当前

7 个节点
2022-10协议发布

Aptos 主网正式上线

Aptos 主网启动,生态叙事开始成形,市场开始关注 Move 语言与高性能公链定位。

2022-11板块兴起

新公链热度快速升温

主网上线后,Aptos 生态成为新公链轮动焦点,资金与注意力快速向基础设施和早期项目聚集。

2023-02生态扩张

DeFi 与 NFT 项目开始铺开

生态应用逐步增多,DEX、借贷和 NFT 方向带动链上活跃度,板块从叙事转向可用性。

2023-10机构入场

机构与开发者关注度提升

随着基础设施完善和开发者工具成熟,Aptos 生态获得更多机构与建设者关注,市场预期改善。

2024-03生态扩张

DeFi 组合与流动性继续扩展

核心协议与流动性基础设施持续补齐,生态参与度提升,资金开始更关注链上真实使用场景。

2024-10估值修复

板块轮动带动估值修复

在市场轮动中,Aptos 生态重新获得关注,部分资产估值与交易热度出现修复。

2025-06风险点

资金分化与竞争压力上升

随着多链竞争加剧,生态资金更分散,板块表现对头部项目和整体风险偏好更敏感。

07

新闻动态

实时同步
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