PL
Plasma生态系统 Sector
Overall strength 1LiveL2 · INFRA
No sector overview available.
Sector performance · Market comparison
Sector index (base: 2024-10-01 = 100)
71.16-1.45% (30D)
BTC change over the same period
-0.14% · Outperformed by -1.3pp
Loading...Leader analysis · Top 3 depth
Chainlink
LINK · 基础设施 · 预言机 · Sector share 28.3%
$8.4069-1.72% · 24H
Market cap$6.29B
FDV$6.29B
Turnover3%
Sector share28.3%
Why it leads: Chainlink是Plasma生态的核心基础设施，承担预言机、跨链通讯与互操作性角色，连接链上数据与应用，是生态扩张时最先受益的龙头。
USDT0
USDT0 · Sector share 18.3%
$0.99916229-0.01% · 24H
Market cap$4.06B
FDV$4.06B
Turnover2%
Sector share18.3%
Why it leads: USDT0作为生态内稳定币代表，兼具结算、交易和资金停泊功能，流动性属性强，通常在生态活跃度提升时率先放大使用需求。
Ethena USDe
USDE · Sector share 18.0%
$0.99975298+0.00% · 24H
Market cap$4.01B
FDV$4.01B
Turnover2%
Sector share18.0%
Why it leads: Ethena USDe是生态中的重要美元资产选择，兼顾收益与稳定需求，适合承接资金流入并提升链上资金效率，具备稳定币赛道龙头属性。
Sector constituent tokens
| # | Token | Rating | |||||
|---|---|---|---|---|---|---|---|
| 17 |  INXIonex Token | $0.00130855 | +1.65% | 0.00% | $34.90K | $51.21 | C |
| 5 |  SYRUPUSDTsyrupUSDT | $1.1338 | +0.17% | +0.80% | $419.46M | $223.18K | B |
| 7 |  USDAIUSDai | $0.99988187 | +0.17% | 0.00% | $202.83M | $3.77M | C |
| 11 |  SYZUSDStaked Yuzu USD | $1.0421 | +0.04% | 0.00% | $47.76M | $15.50 | C |
| 4 |  GHOGHO | $0.99845793 | +0.02% | +0.28% | $598.08M | $7.12M | B |
| 6 |  SUSDAIStaked USDai | $1.0973 | +0.02% | +0.33% | $328.04M | $3.60M | B |
| 18 |  NBASISNest Basis Vault | $1.0654 | +0.01% | 0.00% | $33.95M | $2.28K | C |
| 2 |  WSTUSRResolv wstUSR | $0.35297277 | 0.00% | 0.00% | $725.34K | $94.71 | C |
| 3 |  PLAZZYPlazzy the dog | $0.00064236 | 0.00% | 0.00% | $642.36K | $314.03K | B |
| 12 |  MHYPERMidas mHYPER | $1.1129 | 0.00% | 0.00% | $47.46M | $1.07 | C |
| 13 |  YZUSDYuzu USD | $0.99894281 | +0.00% | 0.00% | $44.50M | $15.52K | C |
| 20 |  TRILLIONSTrillions | $0.02268873 | -0.01% | 0.00% | $22.69M | $3.28M | C |
| 15 |  WAPLAUSDT0Wrapped Aave Plasma USDT0 | $1.0273 | -0.07% | 0.00% | $40.84M | $10.00K | C |
| 10 |  FLUIDFluid | $1.0282 | -0.09% | +2.55% | $80.91M | $2.22M | C |
| 14 |  MSUSDMetronome Synth USD | $0.99314428 | -0.13% | 0.00% | $42.11M | $656.64K | C |
| 8 |  XAUT0Tether Gold Tokens | $3,994.89 | -1.05% | -0.06% | $109.32M | $537.20K | C |
| 1 |  RSETHKelp DAO Restaked ETH | $2,014.96 | -2.68% | 0.00% | $962.63M | $580.41K | C |
| 19 |  EULEuler | $0.98516689 | -3.44% | -3.69% | $23.79M | $2.04M | C |
| 9 |  WGCWild Goat Coin [OLD] | $0.0000263 | -4.53% | 0.00% | $105.18K | $13.21 | C |
| 16 |  WXPLWrapped XPL | $0.08832136 | -4.82% | -0.10% | $40.03M | $2.27M | C |
Investment thesis · AI synthesis
Bull case · 4
生态板块热度高，资金关注度仍处于高位，龙头资产更容易获得轮动溢价。
近7日仍有净流入支撑，说明中期配置需求未完全退潮。
稳定币与基础设施同时占优，说明生态交易、结算和开发预期都在强化。
LINK具备跨链与预言机双重叙事，适合在生态扩张阶段被优先配置。
Bear case · 3
板块近7日整体回撤明显，短线情绪偏弱，追高容错率不高。
板块市值集中度高，若龙头回调，生态内其他资产弹性也会被压制。
稳定币类资产更多偏防守，若风险偏好下降，进攻性不足。
Sentiment & KOL positions
AI sentiment (last 7D)Bullish 57% · Neutral 0% · Bearish 43%
Bullish 57%Bearish 43%
Plasma生态仍属高热度赛道，建议以LINK为核心观察，USDT0和USDe作为资金与流动性配置补充，偏回调分批布局。
Key event timeline · From emergence to present
2024-06协议发布
Plasma 概念进入市场视野
Plasma 作为面向稳定币与支付场景的新型链上基础设施开始被讨论，市场关注其低成本转账与高吞吐叙事。
2024-09板块兴起
生态叙事开始扩散
围绕 Plasma 的生态预期升温，相关资产与主题交易开始出现，资金逐步从单点概念转向板块化配置。
2024-12生态扩张
支付与稳定币应用成为主线
市场开始将 Plasma 与稳定币结算、支付网络和链上流动性基础设施联系起来，生态应用叙事更清晰。
2025-03机构入场
机构与大额资金关注提升
随着基础设施叙事强化，部分机构与大额资金开始关注 Plasma 相关机会，板块流动性与讨论热度同步抬升。
2025-06生态扩张
相关项目与资产数量增加
Plasma 生态内的相关项目、衍生资产和社区讨论持续增加，板块从单一主题逐步演化为更完整的生态叙事。
2025-10估值修复
回调后出现估值修复
在市场轮动中，Plasma 生态经历回调后出现修复，资金重新评估其支付与稳定币基础设施定位。
2026-03板块兴起
板块热度再度抬升
近期资金回流推动 Plasma 生态热度回升，板块表现与市场对链上支付、稳定币和流动性基础设施的偏好同步增强。
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