币安挖矿池 板块

综合强度 7.2实时

INFRA · DEFI

板块INFRADEFI

在币安Launchpool上推出的代币和硬币是一个平台,允许加密货币持有者通过锁定一些现有资产来赚取新的代币。

市值$4.72B7D -2.73%
7D 涨幅-2.73%低于 BTC 4pp
代币数60活跃流通中
24H 交易量$770.10M占大盘 1.7%
平均涨幅+0.84%24H 中位数
龙头项目SUI权重 56.6%
涨幅最高OMNI+58.10%
板块强度7.2/10sector
01

板块表现 · 与大盘对比

板块指数(基期:2024-10-01 = 100)
23.96-15.43% (30D)
同期 BTC 涨幅
-0.84% · 跑赢 -14.6pp
加载中...
币安挖矿池-15.43%
BTC-0.84%
ETH+0.44%
SOL-1.22%
智能合约平台-3.04%
一层公链-3.66%
工作量证明-4.74%
World Liberty Financial投资组合-1.60%
权益证明+0.19%
02

龙头分析 · Top 3 深度

板块占比 84.4%
RANK 01

Sui

SUI · 基础设施 · Layer1 · 板块占比 56.6%

$0.6559-3.25% · 24H
市值$2.67B
FDV$2.67B
换手率1%
板块占比56.6%

为什么领先:SUI是高性能Layer1代表,兼具基础设施叙事与较强流动性,适合承接Launchpool资金轮动。其成交活跃、换手高,说明市场对公链扩容和生态预期仍有持续关注。

RANK 02

Ethena

ENA · 板块占比 17.4%

$0.08359+0.48% · 24H
市值$821.42M
FDV$821.42M
换手率0%
板块占比17.4%

为什么领先:ENA代表合成美元与收益型稳定币赛道,属于当前资金偏好的高弹性DeFi资产。虽然短线波动较大,但叙事清晰、交易活跃,容易在平台热度中获得超额关注。

RANK 03

Ether.fi

ETHFI · DeFi · 再质押 · 板块占比 10.4%

$0.4821-2.80% · 24H
市值$490.94M
FDV$490.94M
换手率1%
板块占比10.4%

为什么领先:ETHFI是再质押与流动性质押赛道的重要标的,兼具收益属性和以太坊生态联动。作为DeFi核心基础设施之一,它更容易在Launchpool环境中获得配置型资金青睐。

03

板块成分代币

60 个项目
#代币评级
1
$0.1879
+58.10%
0.00%
--
$4.78
B
2
$0.2168
+23.80%
0.00%
$23.30M
$182.29M
A
3
$0.09249
+7.40%
0.00%
$44.79M
$34.26M
B+
4
$0.00711
+6.02%
+6.16%
$6.54M
$2.33M
B+
5
$0.02125
+5.72%
+2.72%
$19.82M
$476.73K
C
6
$0.00725
+4.02%
-0.29%
$15.22M
$1.32M
B
7
$0.002998
+3.90%
0.00%
$20.69K
$810.89
C
8
$0.0004586
+3.30%
0.00%
$61.82K
$22.90
C
9
$0.1350
+3.21%
+4.20%
$13.43M
$1.78M
B
10
$0.1357
+3.10%
-4.85%
$11.08M
$19.00M
B+
04

投资论点 · AI 综合

基于 WOOFUN AI 分析

看多论点 · 4

  • 币安Launchpool天然带来新增关注和低成本获取筹码的需求。

  • SUI、ENA、ETHFI分别覆盖公链、稳定币收益、再质押三条主线,题材分散但都具备资金承接力。

  • 板块近端热度不弱,市场仍在寻找高弹性和高换手标的。

  • 若平台流量延续,龙头更容易获得轮动溢价。

看空论点 · 3

  • 板块7日净流出为负,说明资金并非持续单边流入。

  • ENA和ETHFI短线回撤明显,情绪修复需要时间。

  • Launchpool热度容易阶段性集中,后续若缺少新催化,涨幅可能回吐。

AI 综合结论:可逢回调关注Launchpool龙头轮动,优先看SUI,其次跟踪ENA与ETHFI的情绪修复与资金回流。
05

情绪 & KOL 立场

看多占比 60%
AI 综合情绪(最近 7D)看多 60% · 中性 16% · 看空 24%
看多 60%中性 16%看空 24%

CoinDesk · @CoinDesk

@CoinDesk · 3.8M 粉丝

看多

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.

2714

Cointelegraph · @Cointelegraph

@Cointelegraph · 2.9M 粉丝

看多

🔥 NOW: Elon Musk says token demand for Grok is “rising super fast.”

13328

Crypto Rover · @cryptorover

@cryptorover · 1.6M 粉丝

看空

5 years of pain for 0 months of glory. RIP Altcoin Holders.

13156

Raoul Pal · @RaoulGMI

@RaoulGMI · 1.4M 粉丝

看多

AI is the largest deflationary force in human history. If it plays out the way I think it will, we get something we haven't felt in a very long time... people feeling richer for the first time in decades. You can hand out subsidies, cut taxes, and print money but none of it lifts real living standards. The only thing that has ever moved that needle is a productivity boom big enough to collapse debasement into abundance. Now, I've been through enough cycles to know this won't be clean... there’ll be political fights, sectors slowing while others rip higher, and industries stuck on the wrong side of the cycle. But the setup is real and once productivity kicks in the outcome takes care of itself. This is exactly what the Exponential Age is. It isn't about AI being better than us. It's about the productivity curve going vertical and the whole economy finally getting to breathe.

1078122

Raoul Pal · @RaoulGMI

@RaoulGMI · 1.4M 粉丝

看多

I used to think the economic singularity hits in 2032. I think that's too far away now. By 2030, the entire economic system will have changed. GDP used to run on two things: population growth and productivity. But we're about to go from a restricted population of 9 billion people to an infinite population of economic actors. We're going to put AGI brains into humanoid robots that are more dextrous, faster, stronger AND fitter than us with smarter brains. That to me is an entirely new species. And they're coming into the workforce very soon.

99088

Raoul Pal · @RaoulGMI

@RaoulGMI · 1.4M 粉丝

中性

Sui basecamp is always a great event! Looking forward to it this year in Singapore..

43423
06

关键事件时间线 · 板块兴起到当前

7 个节点
2026-08板块兴起

板块维持活跃但更偏精选

截至当前,Launchpool仍保持较高热度,但资金流更偏向头部项目与强叙事标的,整体参与更注重筛选。

2025-03风险点

收益预期与回撤并存

随着新币表现分化,市场开始更重视机会成本和短期波动,板块从单纯追捧转向精选参与。

2024-10估值修复

热门项目带动情绪修复

部分高关注项目上线后表现活跃,带动板块情绪修复,Launchpool再次被视为交易所流量与新币分发的核心场景。

2024-02机构入场

资金轮动推动关注度上升

在市场轮动中,Launchpool相关代币和新上线项目获得更多关注,资金偏好转向“先参与、后定价”的机会。

2023-10生态扩张

参与资产与玩法扩展

随着可参与资产和活动形式增多,Launchpool从单一挖矿活动扩展为更广泛的交易所生态激励工具。

2023-05协议发布

新项目密集上线

多批新项目通过Launchpool推出,市场开始把该板块视为早期获取热门项目敞口的重要入口。

2023-01板块兴起

Launchpool 叙事开始升温

币安Launchpool逐步成为热门参与方式,用户通过质押现有资产获取新币,带动“低门槛挖矿”叙事扩散。

07

新闻动态

实时同步
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