BI
比特币生态系统 Sector
Overall strength 1.1LiveBTC · ORDINALS
No sector overview available.
Sector performance · Market comparison
Sector index (base: 2024-10-01 = 100)
54.36-1.41% (30D)
BTC change over the same period
-0.14% · Outperformed by -1.3pp
Loading...Leader analysis · Top 3 depth
Bitcoin
BTC · PoW · Sector share 100.0%
$64,620.56-1.11% · 24H
Market cap$1.30T
FDV$1.30T
Turnover2%
Sector share100.0%
Why it leads: BTC是比特币生态的底层资产与价值锚，拥有最强共识、最高流动性和最大市值，决定整个生态风险偏好与资金定价。
ORDI
ORDI · BRC-20 · MEME · Sector share 0.0%
$3.6237+2.86% · 24H
Market cap$76.09M
FDV$76.09M
Turnover36%
Sector share0.0%
Why it leads: ORDI代表比特币原生资产发行叙事，兼具BRC-20与Ordinals热度，成交活跃、弹性高，是生态内最具交易关注度的扩散标的。
Dog (Bitcoin)
DOG · Sector share 0.0%
$0.00061181+1.02% · 24H
Market cap$61.18M
FDV$61.18M
Turnover1%
Sector share0.0%
Why it leads: DOG承接比特币链上meme与新资产实验情绪，虽规模较小但具备话题性和高波动特征，常在生态轮动中放大资金情绪。
Sector constituent tokens
| # | Token | Rating | |||||
|---|---|---|---|---|---|---|---|
| 9 |  ORDIORDI | $3.6237 | +2.86% | +0.17% | $76.09M | $27.37M | B+ |
| 16 |  MIMMAGIC•INTERNET•MONEY (Bitcoin) | $0.00021076 | +1.82% | -5.67% | $4.43M | $2.88K | C |
| 10 |  DOGDog (Bitcoin) | $0.00061181 | +1.02% | -2.83% | $61.18M | $500.10K | C |
| 18 |  PUPSPups (Bitcoin) | $0.00201052 | +0.84% | -9.07% | $2.01M | $7.39K | C |
| 20 |  BDCBilly (Bitcoin) | $0.00130674 | +0.50% | 0.00% | $1.31M | $5.67K | C |
| 15 |  SATSSATS (Ordinals) | $0.00000001 | +0.31% | +1.97% | $20.22M | $3.77M | B |
| 5 |  NOOTNOOT (Ordinals) | $0.00026483 | +0.23% | 0.00% | $264.83K | $761.01 | C |
| 4 |  TRACTRAC (Ordinals) | $0.01797231 | 0.00% | 0.00% | $377.42K | $4.44 | C |
| 8 |  🦝TANUKI•WISDOM (Runes) | $0.00062605 | 0.00% | 0.00% | $187.81K | $1.26 | C |
| 11 |  MINERuneMine | $0.00010649 | 0.00% | 0.00% | $53.24K | $12.69 | C |
| 12 |  USTBLUSTBL | $1.0581 | +0.00% | 0.00% | $32.37M | $7.99K | C |
| 14 |  AINNArtificial Neural Network (Ordinals) | $0.00139805 | 0.00% | 0.00% | $29.36K | $32.12K | B |
| 6 |  TRIOTrio (Ordinals) | $0.01247321 | -0.08% | 0.00% | $261.94K | $116.77K | B |
| 7 |  DECDECENTRALIZED (Runes) | $0.000012 | -0.28% | 0.00% | $251.94K | $184.43 | C |
| 13 |  SAVMSatoshiVM | $0.00407641 | -0.45% | +4.43% | $29.98K | $6.98 | C |
| 1 |  LOBOLOBO•THE•WOLF•PUP | $0.00004594 | -0.61% | 0.00% | $964.67K | $16.37K | C |
| 2 |  LIQLIQUIDIUM•TOKEN (Runes) | $0.00900017 | -0.89% | 0.00% | $577.12K | $604.46 | C |
| 3 |  SATOSHISATOSHI•NAKAMOTO (Bitcoin) | $0.02065082 | -1.25% | 0.00% | $433.67K | $3.51 | C |
| 17 |  UNCOMMONGOODSUNCOMMON•GOODS | $0.02248691 | -1.34% | 0.00% | $2.81M | $9.62K | C |
| 19 |  GAMESGAME•OF•BITCOIN | $0.07189947 | -16.98% | +8.96% | $1.51M | $548.34 | C |
Investment thesis · AI synthesis
Bull case · 4
比特币生态市占率仍极高，BTC的主导地位为整个板块提供了最强资金与共识基础。
ORDI等原生资产叙事仍有交易热度，适合在生态轮动中捕捉高弹性机会。
链上资产发行与meme结合，容易在情绪回暖时形成快速扩散。
板块整体仍是市场最容易被理解和定价的“主线生态”之一。
Bear case · 3
板块近7日净流出偏大，说明资金并未持续回补，短线承压。
BTC短线涨跌不强，生态外溢效应有限，山寨扩散动力不足。
ORDI与DOG波动大但基本面支撑弱，追高风险较高。
Sentiment & KOL positions
AI sentiment (last 7D)Bullish 57% · Neutral 0% · Bearish 43%
Bullish 57%Bearish 43%
策略上以BTC为防守核心，ORDI做事件驱动博弈，DOG仅适合小仓位高波动交易。
Key event timeline · From emergence to present
2023-01板块兴起
Ordinals点燃比特币生态叙事
Ordinals与铭文热潮带动比特币生态首次被广泛讨论，市场开始关注NFT、代币化与链上应用的可能性。
2023-05协议发布
BRC-20推动资产发行实验
BRC-20标准引发新一轮发行与交易热度，推动钱包、索引器和基础设施需求快速上升。
2023-09生态扩张
Runes与基础设施竞逐升温
围绕Runes、铭文工具和交易基础设施的布局加速，生态从概念炒作转向更完整的应用栈建设。
2024-01机构入场
现货ETF预期提升比特币主链关注度
现货ETF预期与比特币主链叙事共振，更多资金开始把比特币生态视为可交易的独立主题。
2024-04协议发布
Runes上线带来新一轮热度
Runes在减半前后上线，带动铭文、钱包与交易平台再度活跃，板块情绪明显升温。
2024-06估值修复
资金轮动推动生态代币修复
随着市场轮动回到高贝塔主题，比特币生态相关代币出现阶段性修复，交易深度与关注度同步改善。
2025-02风险点
拥堵与投机回落考验可持续性
链上拥堵、手续费波动与短线投机降温，使市场重新评估比特币生态应用的持续性与真实需求。
2026-01生态扩张
基础设施与应用继续分化
当前市场更关注具备真实使用场景的基础设施与应用项目，板块从情绪驱动逐步转向筛选基本面。
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