下周必关注｜美伊或进行下一轮会谈；5月非农数据来袭（6.1-6.7）
- 核心观点：下周（6月1日至6月7日）是区块链与宏观经济的关键观察窗口，重大事件密集，包括币安可能推出美股投资产品、宇树科技科创板IPO上会、日本稳定币新规生效，以及美国非农数据和美联储褐皮书发布，将对市场情绪与监管格局产生直接影响。
- 关键要素：
- 币安将于6月1日公布新产品，社群推测其“干草垛”预告图指向美股投资渠道，若属实将标志CEX向传统金融融合的里程碑。
- 宇树科技科创板IPO于6月1日上会，作为人形机器人领域代表，其上市进程将测试硬科技公司在A股的融资与估值逻辑。
- 日本金融厅6月1日正式将特定外国信托型稳定币认定为电子支付手段，提供合规流通法律依据，但明确不视为有价证券，为跨境稳定币监管树立新范本。
- 美国6月5日公布5月非农数据与褐皮书，叠加多位FOMC票委讲话，数据走势将直接修正市场对美联储降息节奏的预期，并影响加密资产风险偏好。
- 比特币铭文浏览器Ord.io及Meme币应用Zap均于6月1日关停，反映出比特币NFT生态与Meme币赛道在用户流量与商业可持续性上面临严峻挑战。
- 投资诈骗案方面，JPEX案8名被告（含网红林作等）案件押至6月1日再讯，持续警示虚拟资产领域的法律与合规风险。
- tea Protocol将于6月4日进行TGE，并借助Aerodrome的Aero Ignition机制启动流动性，其通过“贡献证明”链上化开源软件价值的模式值得追踪。
Key Highlights Next Week
June 1
Binance teases new product announcement for June 1;
Unitree Technology's STAR Market IPO to be reviewed on June 1;
June 5
Next round of US-Iran talks may take place on June 5;
US to release May non-farm payroll data on June 5;
Others (Specific date TBD)
Polymarket plans to release a version next week to resolve queue congestion;
Federal Reserve Updates
- June 1 (Mon) 8:30, Federal Reserve Governor Powell delivers acceptance speech at the John F. Kennedy Profile in Courage Award ceremony;
- June 2 (Tue) 13:50, 2026 FOMC voter, Minneapolis Fed President Neel Kashkari gives a speech;
- June 2 (Tue) 20:30, 2026 FOMC voter, Cleveland Fed President Beth Hammack speaks on monetary policy;
- June 4 (Thu) 2:00, Fed releases Beige Book economic report;
- June 5 (Fri) 1:10, 2027 FOMC voter, San Francisco Fed President Mary Daly gives a speech;
From June 1 to June 7, other notable industry events are detailed below.
June 1
Binance teases new product announcement for June 1
Odaily reports that Binance posted a teaser on X, announcing a new product to be unveiled on June 1.
Notably, the teaser image features a haystack, whose pronunciation is similar to "Hey Stock." The community speculates that the new product might be related to US stock trading channels. Binance has not yet officially responded to this.
Unitree Technology's STAR Market IPO to be reviewed on June 1
Odaily reports that the Shanghai Stock Exchange Listing Review Committee has scheduled the 31st review meeting of 2026 for June 1, 2026, to deliberate on the listing application of Unitree Technology Co., Ltd.
Odaily reports that on May 19, Japan's Financial Services Agency (FSA) published the revised "Cabinet Office Ordinance on Electronic Payment Means, etc. Transaction Operators," clearly recognizing trust beneficiary rights established under foreign laws deemed equivalent to Japan's system as electronic payment means under Japan's "Payment Services Act." This provides a legal basis for the compliant circulation of specific foreign-issued trust-type stablecoins within Japan. The new regulations take effect on June 1, 2026, and also clarify that such foreign trust beneficiary rights are not considered securities under the "Financial Instruments and Exchange Act."
Odaily reports that Upbit has announced it will delist the DRIFT token and terminate its trading support on June 1 at 15:00 (Korean time). Due to the project previously being designated as a cautionary trading item and exhibiting security-related abnormal activities, Upbit has decided to suspend deposit, trading, and withdrawal services for DRIFT.
JPEX fraud case: Lam Chok and 7 others charged with conspiracy to defraud; case adjourned to June 1
Odaily reports that in the alleged fraud case involving virtual asset trading platform JPEX, police have indicted 16 individuals so far. Among them, the case involving 8 defendants, including influencer Lam Chok and Chan Yi, was heard again yesterday (16th) at the Eastern Magistrates' Courts. Magistrate Ko Wai-hung adjourned the case to June 1 for further committal proceedings. Except for the first defendant, Alan Cheng Chun Hei, who remains in custody due to other cases, the other defendants were granted bail. The eight defendants include five men and three women: artist Alan Cheng Chun Hei, influencer Lam Chok, influencer Chan Wing Yi (Chan Yi), influencer "Xiangxiang" Leung Yi-xiang, Coingaroo COO Au Cheuk Kay and General Manager Chiu Kin Yin, Siu Yin Him, and Ho Hei Man. They are charged with conspiracy to defraud, fraud, fraudulently or recklessly inducing others to invest in virtual assets, and money laundering. (Hong Kong 01)
Bitcoin inscription browser Ord.io announces platform closure on June 1
Odaily reports that Bitcoin inscription browser Ord.io announced on X that its platform will shut down on June 1. Launched three years ago as an Ordinals browser with voting features, Ord.io has grown into a Bitcoin inscription exploration platform used by over one million users.
The platform previously introduced the Satributes feature for discovering rare sats behind inscriptions, and the Block Vision feature for monitoring Runes minting activities in real-time. Ord.io will upload all historical voting records, replies, and public address data to GitHub to preserve relevant Bitcoin cultural data.
Meme coin app Zap to shut down on June 1
Odaily reports that Meme coin app Zap announced on X that it will shut down on June 1. The team aimed to create an app allowing anyone to register and purchase their first Meme coin within 30 seconds last year. While achieving this goal, it did not gain the expected market traction.
It advises users to log in and export their private keys before the June 1 shutdown, suggesting they import them into Phantom to continue accessing all assets. After June 1, users who have not yet exported their private keys can still securely access their funds via Privy Home.
June 2
Codex to discontinue GPT-5.2 and GPT-5.3-Codex on June 2
Odaily reports that OpenAI developer Tibo stated that OpenAI will discontinue GPT-5.2 and GPT-5.3-Codex in Codex on June 2. For free plans, GPT-5.5 will become the default frontier model for building and using going forward.
These models will remain available on OpenAI's API.
June 3
None
June 4
tea Protocol joins Aerodrome Aero Ignition, TGE set for June 4
Odaily reports that tea Protocol has officially joined the Aerodrome Aero Ignition program. Aero Ignition is Aerodrome's on-chain liquidity bootstrapping mechanism for new projects. tea Protocol will initiate community voting on May 28 and conduct the $TEA TGE on June 4.
As one of the core DEXs in the Base ecosystem, Aerodrome uses a veAERO voting mechanism where the community can vote to determine which projects receive more liquidity incentives. As voting support increases, the $TEA liquidity pool will gain stronger liquidity backing, enhancing trading depth, ecosystem exposure, and market activity.
Reportedly, tea Protocol is a Web3 infrastructure project reshaping the value system for global open-source software, aiming to solve the long-standing problems of "invisible contributions and unallocable value" in the internet's underlying layers. In the AI-driven software era, tea Protocol uses on-chain mechanisms and a "Proof of Contribution" system to transform open-source software dependencies, usage influence, and developer contributions into quantifiable, verifiable network value, thereby establishing a sustainable incentive and trust layer for critical open-source infrastructure.
June 5
Next round of US-Iran talks may take place on June 5
Odaily reports, citing Saudi Arabia's Al Arabiya television, that sources indicate the next round of talks between the US and Iran may take place on June 5. The US and Iran will dispatch their respective chief negotiators when final agreement negotiations begin. (Jin10)
US to release May non-farm payroll data on June 5
Odaily reports that at 20:30 Beijing time on June 5 (Friday), the US will release the May unemployment rate, May seasonally adjusted non-farm payroll employment, and May average hourly earnings (YoY/MoM).
June 6
None
June 7
None
Others (Specific date TBD)
Polymarket weekly update: plans to release a version next week to resolve queue congestion
Odaily reports that prediction market Polymarket released its weekly update on platform progress, including: launching the World Cup page and initiating feature testing; launching perpetual contract features (including 5 traditional finance trading pairs and BTC perpetual contracts); optimizing CLOB performance and planning a release next week to resolve queue congestion; open-sourcing the SDK; launching the unified API; and Gamma fixes and improvements (stricter key set pagination and high-traffic read path indexing, production correctness fixes for users, profiles, comments, and sports summaries).
