L2 · INFRA
Layer 2 是基于 Layer 1 区块链（如以太坊）之上的链外垂直扩展解决方案，旨在提高可扩展性，同时保持 Layer 1 的去中心化和安全标准。
BTC-2.90%
ETH-10.17%
SOL-10.92%
智能合约平台-7.12%
一层公链-7.06%
工作量证明-5.39%
World Liberty Financial投资组合-7.27%
权益证明-10.77%
OKB · CeFi · CEX · 板块占比 23.4%
为什么领先：OKB作为头部交易所代币，凭借平台生态赋能与回购销毁机制，在Layer 2板块中展现独特价值。其高流动性与稳定收益模型吸引机构资金，虽非纯技术型L2，但通过生态投资深度绑定扩容赛道，成为板块资金风向标。
MNT · CeFi · CEX · 板块占比 17.5%
为什么领先：Mantle以模块化架构和高效资金池著称，其L2解决方案聚焦DeFi与RWA场景。通过创新收益分配机制和跨链互操作性，Mantle在机构采用和实际TVL增长方面领先，成为技术驱动型扩容代表。
ARB · 基础设施 · Layer2 · 板块占比 12.6%
为什么领先：Arbitrum作为以太坊L2先驱，凭借成熟生态和开发者支持占据主导地位。其Optimistic Rollup技术保障安全与低成本，dApp数量与用户活跃度持续领先，是板块基础设施核心标的。
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
1 | $0.003795 | +2273.65% | +0.54% | $14.21M | $3.77K | B | |
2 | $0.0001247 | +39.34% | -14.40% | $8.96M | $28.05M | A | |
3 | $0.003262 | +8.80% | 0.00% | $333.29K | $6.87K | C | |
4 | $0.0008765 | +6.75% | -14.26% | — | $24.74K | C | |
5 | $0.02804 | +5.80% | +3.25% | $40.09M | $2.90M | C | |
6 | $0.003663 | +4.13% | -8.09% | — | $2.86K | C | |
7 | $0.0157 | +3.42% | 0.00% | $23.53M | $10.21M | B+ | |
8 | $0.0002593 | +3.01% | 0.00% | $198.76K | $227.85 | C | |
9 | $0.0001814 | +3.00% | 0.00% | $261.20K | $7.55M | B+ | |
10 | $0.03924 | +2.95% | 0.00% | $283.75K | $131.18K | B+ |
Layer 2技术持续优化，交易成本降低吸引大量用户迁移
机构资金逐步配置扩容赛道，生态基金投资活跃
以太坊升级预期推动L2需求增长，板块热度回升
头部项目TVL与交易量双升，基本面稳健支撑
板块近7日净流出超1.4亿美元，短期抛压显著
部分L2项目代币解锁压力增大，稀释持有者权益
市场整体风险偏好下降，资金流向避险资产
监管不确定性可能抑制机构长期配置意愿
@CoinDesk · 3.8M 粉丝
Most banks have tested blockchain, but @gluk64 says very few have shipped it. The @the_matter_labs CEO says the holdup isn’t the tech. It’s the plumbing. He joins @jennsanasie to break down Prividium Commander, what banks want from ZK privacy and what it takes to get from pilot to production. 00:00 - Matter Labs’ Alex Gluchowski Joins Markets Outlook 01:40 - What Is Prividium Commander? 02:03 - Why Bank Blockchain Pilots Stall Before Production 04:30 - What Happens When Banks Build Their Own Plumbing 05:34 - How Cari Network Is Bringing 30 Banks to Tokenized Deposits 06:48 - The Path From Commander to ZK 09:06 - What Institutions Want From ZK Privacy 10:52 - Can Blockchains Handle Bank-Level Volume? 12:04 - Matter Labs’ Vision for a Global Digital Asset Economy
@Cointelegraph · 2.9M 粉丝
🚨 NOW: Altcoins are down over 5% this weekend as equity market fear spills into crypto, on track for their biggest weekend drop since April, per @glassnode. https://t.co/d2MiaNz3HR
@LarkDavis · 1.5M 粉丝
Crypto platforms really want to bring Wall Street onchain, but public companies are tapping the brakes. Under a recent SEC rule, platforms can list tokenized US stocks, but issuers get a direct veto. And nine major names just officially said no to OKX and ICE: Broadcom, Verizon, UnitedHealth, CoreWeave, AppLovin, Rocket Lab, Applied Digital, Applied Optoelectronics, and Cerebras Systems. The pushback is not really about hating blockchain tech. Corporate boards just do not trust what happens to their share price on public chains when liquidity gets thin and order execution gets unpredictable. If tokenized equities are ever going to take off, crypto platforms will have to win over the actual companies first.
@GordonGekko · 845.2K 粉丝
This is only the beginning too. We all know this is the fate of 99% of crypto projects out there today, no matter which “utility” they claim to have. Never marry your bags and take profits constantly.
@CryptoWizardd · 815.1K 粉丝
Crypto gaming narrative next up ?
@TThompson · 575.8K 粉丝
Another all time high My thought on $MPC Marathon buys crude oil, then turns it into gasoline & diesel, then profits from the difference between what it pays for oil and what it sells those fuels for (crack spread) With the Strait of Hormuz closed, fuel supplies are limited so margins go up —> Every $1 increase in margins means ~$1.1B in annual earnings —> That spread has widened by $19 So when $MPC climbs when crude oil barely moves, you know why Since original portfolio post crude oil is up 2% and $MPC: +20%
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