ChainCatcher 消息,Gate 研究院近日发布《2026 年 1 月加密货币市场回顾》报告指出,1 月,各公链稳定币市值分布仍保持高度集中。Ethereum 占据超过半数份额,延续核心清算与 DeFi 流动性枢纽地位;Tron 稳居第二,在跨链支付与代币转移场景中持续扮演高频结算通道的关键角色。
宏观资产方面,金银价格升至历史高位,带动代币化大宗商品板块显著扩张。相关代币总市值突破 50 亿美元,近 30 日增幅超过 35%,月度链上转账量超过 130 亿美元,其中黄金类代币成为主要增长驱动。与此同时,预测市场 1 月交易量创下 120 亿美元新高,链上手续费合计超过 1,100 万美元。在积分激励机制与短周期高频合约推动下,成交活跃度与协议收入同步提升。
资本层面,1 月 Web3 行业共完成 53 笔融资,累计规模约 18.2 亿美元,资金主要流向区块链服务及 CeFi 相关赛道。
安全方面,Web3 风险事件呈现“少数大额、分散小额”的损失结构。合约漏洞仍是最主要风险来源,占比达 34.5%;其中,Step Finance 遭遇供应链攻击,金库资产损失约 4,000 万美元,为当月规模最大的安全事件。
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