波场生态系统 Sector

Overall strength 0.9Live

INFRA · DEFI

SectorINFRADEFI

No sector overview available.

Plate index111.64-0.27%
Market cap$319.79B7D +0.21%
7D change-872696949%24H -0.27%
Tokens8320
24H volume--0.00x
Average change+0.04%24.1%
Leading projectWETH+7.58%
Top gainer- $1.69B17
Sector strength0.9/10sector
01

Sector performance · Market comparison

Sector index (base: 2024-10-01 = 100)
111.64-0.98% (30D)
BTC change over the same period
-0.14% · Outperformed by -0.8pp
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波场生态系统-0.98%
BTC-0.14%
ETH+7.35%
SOL+6.11%
智能合约平台-1.63%
一层公链-1.33%
工作量证明-1.50%
以太坊生态系统+0.05%
World Liberty Financial投资组合+1.30%
02

Leader analysis · Top 3 depth

Sector share 90.0%
RANK 01

Tether

USDT · CeFi · 稳定币发行商 · Sector share 57.6%

$0.99914655+0.00% · 24H
Market cap$184.05B
FDV$184.05B
Turnover25%
Sector share57.6%

Why it leads: USDT是波场生态最核心的流动性入口,承担绝大多数链上结算与资金周转,稳定币属性使其在高热度周期中最先受益。

RANK 02

USDC

USDC · 上市公司 · CeFi · Sector share 22.9%

$0.99987851+0.00% · 24H
Market cap$73.13B
FDV$73.13B
Turnover15%
Sector share22.9%

Why it leads: USDC代表合规稳定币需求在生态内的承接,兼具机构资金与链上支付属性,能增强波场生态的资金深度与使用场景。

RANK 03

TRON

TRX · 基础设施 · Layer1 · Sector share 9.6%

$0.3234521-1.16% · 24H
Market cap$30.69B
FDV$30.69B
Turnover1%
Sector share9.6%

Why it leads: TRON是生态底层公链,承载稳定币转账、手续费收入与应用扩展,热度上行时往往直接反映为链上活跃度和估值修复。

03

Sector constituent tokens

83 projects
#TokenRating
2DCTDegree Crypto$1.0583+5.60%0.00%$769.36K$876.40C
15JFIJackPool.finance$10.5856+5.36%-0.93%$222.30K$1.22KC
9JMJustMoney$0.00000421+0.82%0.00%$276.59K$35.00C
3LLDLiberland LLD$0.27645436+0.14%+2.08%$714.00K$1.22KC
20USDJJUST Stablecoin$0.05196345+0.01%0.00%$130.03K$546.45C
17SUNWUKONGSunWukong$0.000186350.00%0.00%$186.35K$4.97C
18USDTTether$0.99914655+0.00%-0.07%$184.05B$45.30BA+
19CMCXCORE MultiChain$0.000011790.00%0.00%$169.79K$1.35C
5TUSDTrueUSD$0.99708664-0.03%-0.07%$493.07M$24.97MC
14TCTTcoin$0.0001043-0.09%0.00%$236.60K$166.45KB
13KRRXKyrrex$0.045357-0.22%0.00%$238.44K$1.81MB
4SUNTRONTRON MASCOT$0.00065171-0.39%0.00%$651.71K$38.78C
6A7A5A7A5$0.0122637-0.49%-2.79%$481.00M$817.71C
10BTTBitTorrent$0.00000027-0.55%+1.35%$266.95M$4.91MC
7SUNSun Token$0.01804672-0.64%-2.76%$347.06M$62.97MB
11NFTAINFT$0.00000027-0.88%-0.34%$265.91M$6.40MC
1JSTJUST$0.09858243-0.92%-0.83%$842.23M$32.08MC
12REALRealLink$0.07176552-1.07%+7.63%$238.48M$7.07MC
8TBULLTron Bull Coin$0.00032429-1.37%0.00%$324.29K$59.54C
16SUNCATSuncat$0.00020301-2.27%0.00%$203.01K$481.01C
04

Investment thesis · AI synthesis

Based on WOOFUN AI analysis · AI strength 8.4 · Generated 07/16 08:59

Bull case · 4

  • 波场生态热度极高,资金关注度与交易活跃度同步抬升。

  • 稳定币是生态主线,USDT与USDC提供最强的流动性和真实使用需求。

  • TRON作为底层公链,能直接承接链上转账、手续费和应用扩张红利。

  • 短期强势往往由资金流驱动,生态内龙头更容易获得估值溢价。

Bear case · 3

  • 7日净流入为负,说明高热度下仍存在资金分歧与获利回吐。

  • 生态涨幅过快,短线波动和回撤风险明显放大。

  • 稳定币赛道竞争激烈,单一生态的边际优势可能被削弱。

AI conclusion: 波场生态处于强热阶段,优先关注稳定币龙头与底层公链的联动机会,但需警惕高位震荡和资金回撤。
05

Sentiment & KOL positions

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

波场生态处于强热阶段,优先关注稳定币龙头与底层公链的联动机会,但需警惕高位震荡和资金回撤。

06

Key event timeline · From emergence to present

6 milestones
2020-08生态扩张

DeFi与稳定币使用场景增强

随着DeFi扩散,波场在稳定币转账和低成本结算上的优势更突出,生态资金流与链上使用率同步提升。

2021-05机构入场

稳定币基础设施带来资金关注

市场开始更重视波场作为稳定币基础设施的角色,链上转账与结算需求成为板块估值的重要支撑。

2022-11风险点

监管与合规压力升温

加密市场风险偏好回落时,波场生态也面临更强的合规审视,板块情绪转向谨慎。

2023-04板块兴起

稳定币与支付叙事重新聚焦

在链上支付和稳定币流通需求推动下,波场生态重新获得关注,资金开始回流到核心基础设施与相关资产。

2024-03估值修复

生态资产随市场修复反弹

随着加密市场整体回暖,波场生态相关资产出现估值修复,市场更关注其现金流叙事与链上活跃度。

2025-12生态扩张

生态进入稳态扩张阶段

波场生态继续围绕稳定币、支付和基础设施深化布局,板块表现更依赖真实使用场景与资金轮动。

07

News Updates

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