Base原生 板块

综合强度 7.4实时

BASE · NATIVE

l2BASENATIVE

暂无板块简介。

市值$113.30B7D +3.73%
7D 涨幅+3.73%超 BTC +2pp
代币数555活跃流通中
24H 交易量$16.09B占大盘 22.0%
平均涨幅+0.95%24H 中位数
龙头项目USDC权重 65.7%
涨幅最高XPRT+281.22%
板块强度7.4/10l2
01

板块表现 · 与大盘对比

板块指数(基期:2024-10-01 = 100)
74.53+10.30% (30D)
同期 BTC 涨幅
+21.72% · 跑赢 -11.4pp
加载中...
Base原生+10.30%
BTC+21.72%
ETH+29.97%
SOL+36.32%
交易所平台币+24.79%
零知识证明+103.12%
Rollup扩容+24.46%
Rollup即服务+14.03%
弹性供应代币+14.72%
02

龙头分析 · Top 3 深度

板块占比 82.9%
RANK 01

USDC

USDC · 上市公司 · CeFi · 板块占比 65.7%

$1.00+0.01% · 24H
市值$74.44B
FDV$74.44B
换手率3%
板块占比65.7%

为什么领先:USDC是Base原生生态的核心结算资产,承担交易、支付和资金停泊功能,流动性最强、接受度最高,能直接反映链上活跃度与资金迁移方向。

RANK 02

USDS

USDS · 板块占比 8.7%

$0.9998-0.01% · 24H
市值$9.84B
FDV$9.84B
换手率1%
板块占比8.7%

为什么领先:USDS作为稳定币赛道的重要补充,承接Base上的低波动资金需求,适合做收益、抵押和链上配置,是生态资金留存的重要工具。

RANK 03

Chainlink

LINK · 基础设施 · 预言机 · 板块占比 8.5%

$12.94+5.07% · 24H
市值$9.68B
FDV$9.68B
换手率1%
板块占比8.5%

为什么领先:Chainlink是Base原生基础设施代表,预言机与跨链能力决定DeFi、RWA和复杂合约的可用性,属于生态扩张时最先受益的底层项目。

03

板块成分代币

555 个项目
#代币评级
1
$0.007576
+281.22%
-19.48%
$1.30M
$1.78K
B
2
$0.0007716
+77.72%
-18.28%
$285.89K
$475.22
B
3
$0.03246
+39.56%
0.00%
$74.91M
$5.23M
B
4
$0.4231
+36.96%
0.00%
--
$1.23K
B
5
$0.0002712
+36.41%
+3.87%
$27.15M
$2.58M
B+
6
$0.0₉1045
+31.36%
+7.44%
$41.79K
$1.85K
B
7
$0.0₅4717
+26.50%
-97.01%
$89.06K
$258.96
B
8
$0.002428
+25.58%
-1.41%
$2.96M
$11.69K
B
9
$0.00001484
+22.15%
-12.93%
$1.33M
$212.87K
B+
10
$0.1334
+17.61%
+6.87%
$2.80M
$107.87K
B
04

投资论点 · AI 综合

基于 WOOFUN AI 分析

看多论点 · 4

  • Base原生板块热度高,说明资金仍在关注链上基础设施与结算层。

  • 稳定币资产占据前列,反映生态交易和资金停留需求真实存在。

  • LINK提供预言机与跨链底座,具备生态扩张时的弹性。

  • 若Base链上活跃回升,USDC和相关基础设施通常先受益。

看空论点 · 3

  • 板块7日资金流明显为负,短线承压信号较强。

  • 24小时整体回撤,说明热度虽高但价格兑现不足。

  • 稳定币龙头偏防守,若风险偏好下降,弹性有限。

AI 综合结论:Base原生仍是高热度赛道,但资金流偏弱,适合优先关注USDC、USDS等稳健配置,并等待链上活跃度回升后再提高进攻仓位。
05

情绪 & KOL 立场

看多占比 74%
AI 综合情绪(最近 7D)看多 74% · 中性 11% · 看空 15%
看多 74%中性 11%看空 15%

CoinDesk · @CoinDesk

@CoinDesk · 3.8M 粉丝

看多

NEW: South Korea's Financial Services Commission unveils a three-stage plan to tokenize all securities, starting with private bonds and funds for institutions in February 2027, expanding to public equities and stablecoin settlement. https://t.co/Xx4EhOIcoA

27930

CoinDesk · @CoinDesk

@CoinDesk · 3.8M 粉丝

中性

LATEST: President Trump says he does not run solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN. https://t.co/YoGLYNGy4i

27240

CoinDesk · @CoinDesk

@CoinDesk · 3.8M 粉丝

看空

Is CLARITY dead? @RebeccaRettig1 and @renato_mariotti unpack the growing doubts around crypto’s market structure bill, as Kalshi’s prediction market fight heads toward the Supreme Court. Plus, @Chainlink’s @kkirkbos on 21 global banks challenging Circle and Tether; and a “creative” path to bring Hyperliquid onshore. The latest Policy Protocol. Chapters/Timecodes: 00:00 Welcome to The Policy Protocol 02:07 Hot Topic: Ninth Circuit Rules Against Kalshi 03:12 New Jersey Takes Prediction Markets to SCOTUS 04:31 The Kalshi–Michigan Federalism Fight 06:17 Hot Topic: SEC's 24/7 Trading Roundtable 08:57 Katherine Kirkpatrick Bos of Chainlink Joins 09:30 21 Global Banks Launch a Joint Stablecoin 12:14 Bringing Hyperliquid Onshore via Kraken–Bitnomial 16:14 London Stock Exchange's Tokenization Push 18:13 Are We in a Post-CLARITY Era? 21:00 Person of the Week: The U.S. House 21:51 Is the House Recess Really 'Devastating'? 24:26 A Big Miss for Crypto — and America

21155

CoinDesk · @CoinDesk

@CoinDesk · 3.8M 粉丝

看多

NEW: a16z-backed OpenReserve receives preliminary OCC approval to establish a full-service national bank, with plans for deposits, lending, tokenized deposits, digital asset custody and a stablecoin subsidiary. https://t.co/tiDQKkgj8y

15522

CoinDesk · @CoinDesk

@CoinDesk · 3.8M 粉丝

中性

🎥 @solsticefi’s Ben Nadareski says crypto is facing an “identity crisis,” splitting between a “glorified back office for traditional finance” and products that aren’t available in TradFi. https://t.co/a5sD587bJn

4212

Cointelegraph · @Cointelegraph

@Cointelegraph · 2.9M 粉丝

看多

🔥 MARKET: Robinhood's weekly DEX volume hit a new $10.47B. almost doubling since last week. https://t.co/dxG3ek1puS

39746
06

关键事件时间线 · 板块兴起到当前

7 个节点
2025-02生态扩张

Base原生进入更成熟的轮动阶段

在Base生态持续扩容后,板块从早期概念炒作转向更依赖产品、用户和资金轮动的成熟阶段。

2024-08风险点

高波动与分化开始显现

随着标的增多,板块内部开始分化,部分项目回撤加深,资金更偏向高流动性和强叙事资产。

2024-05估值修复

生态扩张推动估值修复

在链上活跃度和项目数量增长带动下,市场对Base原生的估值预期上修,板块弹性增强。

2024-03协议发布

头部原生项目带动新一轮关注

若干代表性项目上线或加速迭代,强化了Base原生在交易、社交和消费级应用上的叙事。

2023-11机构入场

大盘资金关注Base叙事

随着Base生态热度上升,资金开始从主流资产轮动到原生标的,板块流动性和关注度明显提升。

2023-09生态扩张

应用与社区快速扩散

更多原生应用、交易机器人和社区型项目涌现,Base原生从单点热点转向更广泛的生态扩散。

2023-08板块兴起

Base主网开放,原生生态开始成形

Base主网上线后,围绕链上社交、Meme、DeFi与工具类项目的原生资产开始聚集,板块叙事逐步成型。

07

新闻动态

实时同步
加载中...

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