FI
法币支持稳定币 板块
综合强度 1.5实时STABLECOIN · FIAT
A fiat-backed stablecoin is designed to maintain a stable value by being pegged to a reserve of fiat currency, such as the US dollar, euro, or other national currencies.
板块表现 · 与大盘对比
板块指数（基期：2024-10-01 = 100）
117-1.27% (30D)
同期 BTC 涨幅
+6.77% · 跑赢 -8.0pp
加载中...龙头分析 · Top 3 深度
Tether
USDT · CeFi · 稳定币发行商 · 板块占比 63.0%
$0.9990-0.03% · 24H
市值$183.97B
FDV$183.97B
换手率24%
板块占比63.0%
为什么领先：USDT是法币稳定币赛道绝对龙头，市值与流动性远超同类，覆盖交易、结算和跨平台资金周转，仍是加密市场最核心的美元锚定资产。
USDC
USDC · 上市公司 · CeFi · 板块占比 25.0%
$1.0000+0.01% · 24H
市值$72.96B
FDV$72.96B
换手率17%
板块占比25.0%
为什么领先：USDC依托合规与透明度优势，兼具机构接受度和链上可用性，且背靠上市公司体系，在法币稳定币中代表更强的监管友好型龙头。
USDS
USDS · 板块占比 3.4%
$0.9999+0.00% · 24H
市值$9.86B
FDV$9.86B
换手率1%
板块占比3.4%
为什么领先：USDS虽规模较小，但作为法币支持稳定币的重要补充，承接细分场景与生态扩展需求，在赛道内具备差异化存在感。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
| 16 |  USD+Overnight.fi USD+ (Base) | $1.00 | +0.07% | 0.00% | $440.96K | $5.45K | C |
| 11 |  USDSSperax USD | $0.9994 | +0.06% | +0.07% | $509.61K | $100.89K | B |
| 19 |  BOBBOB | $0.9997 | +0.06% | -0.03% | $341.41K | $460.82 | C |
| 17 |  USDTBUSDtb | $1.00 | +0.04% | 0.00% | $356.43M | $7.41M | B |
| 6 |  OUSDTOpenUSDT | $0.9993 | +0.02% | +0.05% | $787.38K | $727.09K | B+ |
| 15 |  GBPEMonerium GBP emoney | $1.34 | +0.02% | 0.00% | $442.53K | $8.56K | C |
| 1 |  CADCCAD Coin | $0.7103 | +0.01% | 0.00% | $981.57K | $42.71K | C |
| 5 |  VEURVNX EURO | $0.2999 | 0.00% | 0.00% | $829.05K | $0.09 | C |
| 2 |  USDMMountain Protocol USD | $1.00 | -0.01% | 0.00% | $966.69K | $10.03 | C |
| 13 |  TUSDTrueUSD | $0.9960 | -0.01% | -0.11% | $492.53M | $17.05M | C |
| 20 |  USDRStablR USD | $0.0154 | -0.01% | 0.00% | $324.74K | $1.39 | C |
| 8 |  GHOGHO | $0.9989 | -0.02% | +0.10% | $648.31M | $5.93M | C |
| 10 |  USD0Usual USD | $0.9994 | -0.02% | -0.45% | $552.85M | $1.11M | C |
| 4 |  CKUSDTChain-key USDT | $0.9990 | -0.03% | 0.00% | $867.66K | $57.14K | C |
| 9 |  HLUSDHeLa USD | $0.9992 | -0.06% | 0.00% | $576.50K | $1.83M | B |
| 18 |  FDUSDFirst Digital USD | $0.9969 | -0.08% | -0.01% | $346.08M | $117.99M | B+ |
| 14 |  A7A5A7A5 | $0.01215 | -0.43% | -1.17% | $476.81M | $2.58K | C |
| 7 |  KDAIKlaytn Dai | $0.09249 | -0.74% | 0.00% | $741.23K | $1.60K | C |
| 3 |  CJPYConvertible JPY Token | $0.00451 | -2.96% | 0.00% | $959.13K | $2.72K | C |
| 12 |  USTCWrapped USTC | $0.005651 | -34.60% | 0.00% | $502.59K | $440.98 | C |
投资论点 · AI 综合
看多论点 · 4
稳定币总市值庞大，说明法币锚定资产仍是加密资金进出的基础设施。
USDT与USDC占据主导，龙头集中度高，便于资金在风险偏好变化时快速切换。
稳定币具备低波动属性，在市场震荡期通常更受资金停泊与交易需求支持。
若后续风险资产回暖，稳定币仍会先受益于场内流动性回流。
看空论点 · 3
近7日板块净流出明显，短期资金面偏弱。
板块24小时与7日表现均偏回落，说明市场对稳定币的增量配置有限。
稳定币收益属性弱，缺少价格弹性，更多依赖交易活跃度驱动。
情绪 & KOL 立场
AI 综合情绪（最近 7D）看多 58% · 中性 31% · 看空 11%
看多 58%中性 31%看空 11%
KO
KOL 1 · @KOL 1
@WOOFUN
USDD is on fire
KO
KOL 2 · @KOL 2
@WOOFUN
. @usddio Season 7 is loading…
KO
KOL 3 · @KOL 3
@WOOFUN
来试试USDD
KO
KOL 4 · @KOL 4
@WOOFUN
JUST IN: The Bank for International Settlements warns dollar-backed stablecoins can bypass capital controls, finding them largely unaffected by foreign exchange restrictions that governments use to limit money flows. https://t.co/kgauaA25v7
KO
KOL 5 · @KOL 5
@WOOFUN
🎥 @SenatorHagerty says Sen. Elizabeth Warren tried to 'destroy' the GENIUS Act. One year after the landmark stablecoin law was signed, its architect looks back at the fight to get it passed, and explains why the next battle over the CLARITY Act may be even tougher. Plus, @RebeccaRettig1 is joined by @RVanGrack, Coinbase's new Vice Chairman, to break down the Kalshi-CFTC-Michigan standoff, the U.S.-U.K.'s push to align on stablecoins. They also choose their 'zero' and 'hero' of the week. 00:00 Welcome to The Policy Protocol 01:14 Coinbase's New Vice Chairman Ryan VanGrack Co-Hosts 03:06 Kalshi, Michigan Courts, and the CFTC Standoff 07:51 US-UK Joint Statement on Stablecoins 11:22 Conversation with Senator Bill Hagerty 11:54 GENIUS at One Year: Countries Copying U.S. Language Word for Word 12:41 Warren's Midnight Amendments and the Real Fight Behind the Bill 17:51 What are CLARITY's Remaining Hurdles? 19:05 Will Democrats Allow a Win? Hagerty on CLARITY's Path Forward 21:11 World Cup Picks With Senator Hagerty 24:37 Hero of the Week: Harry Jung 25:35 Zero of the Week: Sam Bankman-Fried
KO
KOL 6 · @KOL 6
@WOOFUN
NEW: @Ripple launches Ripple Mint, giving institutions API access to mint, redeem, and manage $RLUSD across multiple chains. https://t.co/6nM8viQrFb
关键事件时间线 · 板块兴起到当前
2021-05机构入场
机构资金推动稳定币规模扩大
机构交易、做市和链上结算需求提升，法币支持稳定币的市场地位进一步巩固。
2022-05风险点
脱锚事件引发风险重估
部分稳定币脱锚事件强化了市场对储备透明度、赎回机制和对手方风险的关注。
2023-08监管警示
全球监管推动合规化
多地监管加快稳定币立法与审查，合规储备、审计和发行主体要求成为行业重点。
2024-03估值修复
市场回暖带动稳定币再定价
风险偏好回升与链上活动改善，稳定币重新成为资金停泊和轮动交易的重要载体。
2026-07生态扩张
稳定币进入更广泛金融基础设施
稳定币在交易、支付、跨境结算和链上金融中的基础设施属性继续增强，行业分化更看重合规与流动性。
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