LA
一层公链 Sector
Overall strength 7.1LiveL1 · INFRA
Layer 1 serves as the primary and autonomous chain on which transactions are directly executed and confirmed, as well as providing the essential infrastructure for the blockchain network.
Sector performance · Market comparison
Sector index (base: 2024-10-01 = 100)
55.45-1.33% (30D)
BTC change over the same period
-0.14% · Outperformed by -1.2pp
Loading...Leader analysis · Top 3 depth
Bitcoin
BTC · PoW · Sector share 70.7%
$64,620.56-1.11% · 24H
Market cap$1.30T
FDV$1.30T
Turnover2%
Sector share70.7%
Why it leads: BTC是Layer1的绝对基准资产，市值与流动性远超同类，具备最强的共识、抗风险属性和资金定价权，常被视为公链板块风向标。
Ethereum
ETH · 基础设施 · Layer1 · Sector share 12.4%
$1,881.36-2.50% · 24H
Market cap$227.00B
FDV$227.00B
Turnover5%
Sector share12.4%
Why it leads: ETH是智能合约公链核心代表，生态开发者、应用承载与资产沉淀能力最强，兼具基础设施属性和持续升级预期，龙头地位稳固。
BNB
BNB · CeFi · CEX · Sector share 4.2%
$578.7053-0.36% · 24H
Market cap$77.06B
FDV$77.06B
Turnover1%
Sector share4.2%
Why it leads: BNB依托交易所生态形成强使用场景，兼具手续费折扣、链上应用与平台流量导入优势，在公链与平台币双重叙事中保持领先。
Sector constituent tokens
| # | Token | Rating | |||||
|---|---|---|---|---|---|---|---|
| 9 |  MANMatrix AI Network | $0.00175116 | +10.07% | 0.00% | $838.64K | $37.09K | B |
| 3 |  STABLEStable | $0.03895872 | +5.58% | +9.61% | $955.38M | $14.36M | B |
| 20 |  BDXBeldex | $0.08895217 | +0.41% | -5.44% | $700.01M | $17.99M | B |
| 7 |  SAITOSaito | $0.0002957 | +0.18% | -9.35% | $887.09K | $64.76K | C |
| 19 |  LLDLiberland LLD | $0.27645436 | +0.14% | +2.08% | $714.00K | $1.22K | C |
| 14 |  KMDKomodo | $0.00567675 | 0.00% | 0.00% | $798.49K | $0.04 | C |
| 17 |  ICEIce Open Network | $0.000109 | 0.00% | 0.00% | $740.42K | $2.18 | C |
| 6 |  NRGEnergi | $0.00902723 | -0.14% | -3.01% | $936.08K | $94.83K | C |
| 1 |  RBDRubidium | $0.02086023 | -0.57% | 0.00% | $970.51K | $6.98K | C |
| 8 |  MVRKMavryk Network | $0.01503101 | -0.70% | -1.64% | $844.74K | $15.66K | C |
| 15 |  KASKaspa | $0.02865444 | -1.00% | -2.91% | $787.78M | $8.76M | C |
| 16 |  ALGOAlgorand | $0.08400448 | -1.43% | -0.84% | $753.37M | $23.41M | C |
| 18 |  KEXKIRA Network | $0.00320285 | -2.72% | 0.00% | $717.44K | $39.70 | C |
| 4 |  FUSEFuse | $0.00301307 | -2.76% | -6.12% | $950.39K | $242.66K | B |
| 2 |  TEATea Protocol | $0.00004816 | -2.85% | 0.00% | $966.14K | $1.20M | B |
| 5 |  COLLATCollaterize | $0.00093984 | -3.87% | 0.00% | $939.75K | $272.23K | B |
| 13 |  HYDRAHydra | $0.02687681 | -5.96% | 0.00% | $805.76K | $2.89K | C |
| 11 |  DNXDynex | $0.00752537 | -7.50% | +73.16% | $810.03K | $24.96K | C |
| 10 |  PIPi Network | $0.07497514 | -7.79% | -23.68% | $821.14M | $21.23M | C |
| 12 |  QTCQubitcoin | $0.3506606 | -9.53% | 0.00% | $809.41K | $1.67K | C |
Investment thesis · AI synthesis
Bull case · 4
一层公链板块热度极高，资金关注度和市场共识都处于强势阶段。
BTC、ETH、BNB覆盖价值储存、智能合约和交易所生态，龙头结构清晰。
板块7日表现强，说明趋势资金仍在回流核心资产。
Layer1作为底层基础设施，长期仍是加密市场最核心的配置方向。
Bear case · 3
板块短线涨幅已大，追高容易面临回撤压力。
7日净流入为负，说明部分资金可能在高位兑现。
BTC与BNB当日偏弱，龙头内部并非全面同步上攻。
Sentiment & KOL positions
AI sentiment (last 7D)Bullish 57% · Neutral 0% · Bearish 43%
Bullish 57%Bearish 43%
一层公链处于高热度强趋势阶段，优先关注BTC、ETH等核心龙头，适合回调分批布局，不宜盲目追涨。
Key event timeline · From emergence to present
2020-06生态扩张
DeFi 夏季抬升链上需求
DeFi 热潮显著提升链上交易与应用需求，L1 的性能、手续费和网络拥堵问题成为市场关注焦点。
2021-05估值修复
多链行情推动 L1 估值重估
多链叙事升温，Solana、Avalanche、BSC 等高性能公链获得资金追捧，L1 板块整体估值快速修复。
2022-09协议发布
以太坊合并强化主链地位
以太坊完成合并，市场重新评估主链安全性、去中心化与长期路线图，L1 竞争从单纯性能转向综合架构。
2023-11机构入场
机构关注回流优质公链
随着市场风险偏好回升，资金更偏向头部公链与基础设施资产，L1 的流动性和叙事热度同步改善。
2024-03板块兴起
模块化与再质押带动新一轮关注
模块化架构、再质押和新型执行层讨论升温，市场重新聚焦 L1 的安全共享、扩展路径与生态协同。
2026-07风险点
资金轮动加快，板块分化加深
当前 L1 仍是核心基础设施板块，但资金更偏向少数强叙事链，整体呈现分化、轮动和估值选择性修复。
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