跨链DAI Sector

Overall strength 10Live

STABLE · BRIDGE

aiSTABLEBRIDGE

Bridged DAI refers to DAI that has been transferred from its native blockchain to a different blockchain through "bridging'.

Plate index141.63-0.76%
Market cap$613.29M7D +0.22%
7D change-4703574.75%24H -0.76%
Tokens2212
24H volume--0.00x
Average change+87.40%54.5%
Leading projectDAI+7.76%
Top gainer- $1.25M100
Sector strength10/10ai
01

Sector performance · Market comparison

Sector index (base: 2024-10-01 = 100)
141.63-9.05% (30D)
BTC change over the same period
-0.14% · Outperformed by -8.9pp
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跨链DAI-9.05%
BTC-0.14%
ETH+7.35%
SOL+6.11%
Kaia生态系统-1.09%
BNB Chain生态系统-6.77%
Unichain生态系统-0.98%
World Chain生态系统-2.89%
Berachain生态系统-1.90%
02

Leader analysis · Top 3 depth

Sector share 96.8%
RANK 01

Polygon PoS Bridged DAI (Polygon POS)

DAI · Sector share 91.6%

$0.99980026+0.01% · 24H
Market cap$561.65M
FDV$561.65M
Turnover3%
Sector share91.6%

Why it leads: Polygon PoS 版跨链DAI市值最大、流动性最强,承担链上稳定币结算与资金停泊核心角色,最能代表该赛道的基础需求与使用深度。

RANK 02

MakerDAO Arbitrum Bridged DAI (Arbitrum One)

DAI · Sector share 3.0%

$0.99999408+0.04% · 24H
Market cap$18.53M
FDV$18.53M
Turnover2%
Sector share3.0%

Why it leads: Arbitrum 版DAI受益于L2活跃交易与DeFi组合需求,价格稳定、换手尚可,说明其在高频资金流转场景中具备较强承接力。

RANK 03

MakerDAO Optimism Bridged DAI (Optimism)

DAI · Sector share 2.2%

$0.99976517+0.08% · 24H
Market cap$13.72M
FDV$13.72M
Turnover0%
Sector share2.2%

Why it leads: Optimism 版DAI虽体量较小,但仍是主流L2上的基础稳定币配置,能反映跨链DAI在多链扩散中的尾部需求与生态覆盖。

03

Sector constituent tokens

22 projects
#TokenRating
7DAIMultichain Bridged DAI (Moonriver)$0.25699871+1662.90%0.00%$188.87K$2.51B
8DAIMultichain Bridged DAI (Fantom)$0.0051197+5.25%0.00%$179.80K$3.37C
12DAIRainbow Bridged DAI (Aurora)$1.0092+0.58%0.00%$52.11K$14.78C
5DAIStarkGate Bridged Dai V2 (Starknet)$1.0001+0.23%0.00%$217.12K$1.57KC
16DAIMakerDAO Optimism Bridged DAI (Optimism)$0.99976517+0.08%+7.76%$13.72M$43.61KC
17DAIAvalanche Bridged DAI (Avalanche)$1.0002+0.06%-0.12%$11.18M$1.21KC
14DAIMakerDAO Arbitrum Bridged DAI (Arbitrum One)$0.99999408+0.04%-0.55%$18.53M$391.56KC
20DAICrypto.com Bridged DAI (Cronos)$1.0012+0.04%0.00%$1.26M$27.58KC
10DAIOmniBridge Bridged DAI (Gnosis Chain)$1.0127+0.02%0.00%$64.37K$1.14C
19DAIL2 Standard Bridged DAI (Base)$0.99966581+0.02%-0.08%$2.08M$39.86KC
2DAIPolygon PoS Bridged DAI (Polygon POS)$0.99980026+0.01%-5.91%$561.65M$16.78MB
1DAICeler Bridged DAI (Astar)$0.997160840.00%0.00%$692.60K$3.41C
3DAIPolygon zkEVM Bridged DAI (Polygon zkEVM)$0.987448310.00%0.00%$526.24K$7.99C
13DAI[HTS]Bridged Dai Stablecoin (Hashport)$0.720374140.00%0.00%$46.92K$3.58C
9DAIBridged Dai Stablecoin (Linea)$0.9999146-0.21%0.00%$111.72K$1.92KC
18DAIRainbow Bridged DAI (Near Protocol)$0.99946165-0.21%0.00%$2.13M$6.06KC
4DAIStarkGate Bridged Dai (Starknet)$1.0023-0.35%0.00%$388.47K$9.54KC
6DAIZKsync ERC20 Bridged DAI (zkSync)$0.99249105-1.51%0.00%$198.20K$36.58C
11DAIMultichain Bridged DAI (Energi)$0.9933241-2.64%0.00%$58.46K$41.23C
15DAIHarmony Horizon Bridged DAI (Harmony Shard 0)$0.00589709-3.75%0.00%$16.96K$0.15C
04

Investment thesis · AI synthesis

Based on WOOFUN AI analysis · AI strength 6.8 · Generated 07/16 21:30

Bull case · 4

  • 跨链DAI整体市值仍高,说明稳定币在多链生态中的基础结算需求未消失。

  • Polygon PoS 版本流动性最强,具备资金进出与套利承接优势。

  • Arbitrum、Optimism 等L2版本保持存在感,说明DeFi活动仍支撑跨链稳定币使用。

  • 当前价格基本围绕1美元波动,稳定币属性仍然清晰。

Bear case · 3

  • 近7日净流出为负,显示资金对跨链DAI的配置热度在回落。

  • 板块7日跌幅偏弱,短线更像防守资产而非进攻主线。

  • 部分L2版本体量较小,容易受链上活跃度下降影响。

AI conclusion: 适合低波动防守配置,优先关注Polygon与主流L2的流动性变化,短线以观察资金回流为主。
05

Sentiment & KOL positions

Bullish share 57%
AI sentiment (last 7D)Bullish 57% · Neutral 0% · Bearish 43%
Bullish 57%Bearish 43%

适合低波动防守配置,优先关注Polygon与主流L2的流动性变化,短线以观察资金回流为主。

06

Key event timeline · From emergence to present

7 milestones
2020-11协议发布

DAI 跨链使用开始成形

随着多链生态扩张,DAI 通过桥接进入其他公链,成为稳定币跨链流通的重要起点。

2021-05生态扩张

多链 DeFi 推动跨链 DAI 需求

以太坊之外的借贷、交易和收益协议增多,跨链 DAI 逐步成为多链 DeFi 的基础流动性资产。

2021-10板块兴起

跨链稳定币叙事升温

市场开始将桥接版 DAI 视为链间资金调度工具,相关资产关注度和使用频率同步提升。

2022-05风险点

桥接与托管风险被放大

跨链基础设施安全事件频发,市场对桥接资产的托管、清算和可赎回性风险更加谨慎。

2023-03监管警示

稳定币合规讨论升温

监管对稳定币透明度和储备机制的讨论升温,跨链 DAI 的合规与可追踪性受到更多关注。

2024-02机构入场

机构资金偏好高流动性稳定币

在链上交易和做市需求回升下,跨链 DAI 作为高流动性结算资产重新获得部分机构与大户青睐。

2025-11估值修复

跨链 DAI 进入稳态轮动

当前阶段更偏向存量轮动与防御配置,资金围绕稳定币基础设施和多链流动性效率进行再分配。

07

News Updates

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