下周必关注｜六月非农数据公布；MiCA过渡宽限期正式结束（6.29-7.5）
- Core Insights: Next week (June 29 to July 5) brings several key events in the blockchain and crypto space, including regulatory deadlines (end of EU MiCA transition period, Russia's mining ban taking effect), financial data releases (US non-farm payrolls), major platform changes (Binance TON brand change, Polygon zkEVM shutdown), and compliance institution developments (Securitize listing, Robinhood new product launch).
- Key Elements:
- The EU MiCA transition period ends on July 1, with approximately 75% of old crypto platforms (around 2,400) potentially losing their operational eligibility due to a lack of licenses. Unlicensed operations could face up to 2 years in prison and fines of €30,000.
- Russia plans to ban cryptocurrency mining in parts of Moscow city, Moscow Oblast, and Kursk Oblast starting July 1, with the ban set to last until December 31, 2032.
- Binance will remove all existing TON spot trading pairs on June 30, support the rebranding of Toncoin to the Gram token GRAM, and suspend TON deposits and withdrawals.
- Several DeFi protocols, including Seamless, Mynth, and Polygon zkEVM, will cease operations before July 1. Users must withdraw their assets before the deadline, as failure to do so may result in irretrievable loss.
- US non-farm payroll data (June unemployment rate, non-farm employment change) will be released on July 2, providing key macroeconomic indicators for the market.
- Securitize is expected to list on the New York Stock Exchange on July 2 under the ticker "SECZ," aiming to raise approximately $400 million, with over $4 billion in on-chain real-world assets under management.
Key Events Next Week
June 30
Strategy Preferred Stock STRC Goes Ex-Dividend on June 30, Monthly Dividend Rate Reset;
July 1
Warsh, De Guindos, and Others to Speak at ECB Forum;
Russia Plans to Ban Cryptocurrency Mining in Moscow and Certain Regions Starting July 1;
July 2
US to Release June Nonfarm Payrolls Data on July 2;
July 4
Trump Account to Open for Registration and Initial Deposit on July 4;
From June 29 to July 5, here are more details on noteworthy industry events.
June 29
SharpLink to be Added to Russell 2000 and Russell 3000 Indices on June 29
Odaily News – Nasdaq-listed Ethereum treasury company SharpLink announced on X that it will be included as a constituent of the Russell 2000 and Russell 3000 indices, effective at the opening of U.S. markets on June 29, 2026, coinciding with the Russell indices' semi-annual rebalance.
Binance to List MVLL, TQQQ, SQQQ USDⓈ-M Perpetual Contracts on June 29
Odaily News – According to an official announcement, Binance Futures will launch MVLLUSDT, TQQQUSDT, and SQQQUSDT USDⓈ-M perpetual contracts between 13:35 and 13:45 (UTC) on June 29, 2026. Each contract will offer up to 20x leverage, with a minimum trading quantity of 0.01, a minimum notional value of 5 USDT, a funding rate cap of +2.00%/-2.00%, and settlement every 8 hours.
Upbit to Delist OXT on June 29
Odaily News – According to an official announcement, Upbit will delist OXT on June 29.
June 30
Strategy Preferred Stock STRC Goes Ex-Dividend on June 30, Monthly Dividend Rate Reset
Odaily News – Strategy's STRC preferred stock is trading at approximately $73, about 27% below its $100 par value, with investors focused on two events related to June 30. STRC will go ex-dividend on June 30, with eligible holders receiving a $0.48 per share dividend on July 15. The other event is a monthly dividend rate reset. Currently, STRC's effective yield is near 15%, and investors expect Strategy to raise the dividend rate from 11.50% to at least 12% or 12.50%. (CoinDesk)
Binance to Support Toncoin Brand Change to Gram, Remove TON Spot Trading Pairs on June 30
Odaily News – According to an official announcement, Binance will support the rebranding of the Toncoin token TON to the Gram token GRAM. Binance will cease trading and remove all existing TON spot trading pairs at 11:00 (UTC+8) on June 30, 2026, including TON/FDUSD, TON/IDR, TON/TRY, TON/U, TON/USD1, TON/USDC, and TON/USDT, and will automatically cancel all pending orders. Binance will suspend TON token deposits and withdrawals at 11:30 (UTC+8) on June 30, 2026, and subsequent TON token deposits will not be credited.
FBI: OneCoin Scam Victims Can Apply for Compensation Before June 30
Odaily News – The U.S. Federal Bureau of Investigation (FBI) reminds victims of the OneCoin international cryptocurrency investment scam that they can apply for compensation through a special U.S. Department of Justice (DOJ) program before the June 30 deadline.
The process allows individuals who purchased OneCoin between 2014 and 2019 and suffered direct financial losses from the OneCoin scheme to submit claims. Victims can submit applications via mail, email, or an online form. Submitting an application does not guarantee financial compensation. The DOJ stated that OneCoin investors worldwide lost over $4 billion in total.
Base Ecosystem Lending Protocol Seamless Announces Shutdown; Users Must Withdraw Funds by June 30
Odaily News – Base ecosystem lending protocol Seamless Protocol has announced its shutdown. The UI will be taken offline on June 30, 2026, after which team support will also cease. Users must remove all assets from the protocol before this date. Withdrawing assets via the UI is far simpler than interacting directly with the contract. Once the UI is offline, users can still recover assets through manual contract interaction, but the process will be complex and without team support.
July 1
Warsh, De Guindos, and Others to Speak at ECB Forum
Odaily News – At 21:30 on July 1, Federal Reserve Chair Warsh, European Central Bank President Lagarde, Bank of England Governor Bailey, and Bank of Canada Governor Macklem will speak at the ECB Forum.
Odaily News – The transitional grace period for the EU's crypto regulatory framework, MiCA, will officially end on July 1, 2026. As of May 2026, only 194 crypto companies across the EU have obtained official licenses, compared to over 3,000 registered crypto enterprises in 2024. Approximately 75% of older platforms are expected to lose their operating eligibility after the grace period expires. Unlicensed platforms must orderly shut down, transfer users to licensed platforms, or fully exit the European market by the deadline.
French regulator AMF warns that unlicensed operations can result in up to 2 years imprisonment and a €30,000 fine. If users’ platforms fail to obtain a MiCA license, they may face situations such as being unable to make deposits or being required to withdraw funds. (Cryptoslate)
Russia Plans to Ban Cryptocurrency Mining in Moscow and Certain Regions Starting July 1
Odaily News – Russia's Ministry of Energy has drafted a government resolution proposing a ban on cryptocurrency mining in Moscow city, Moscow Oblast, and parts of Kursk Oblast starting July 1, 2026. The ban would last until December 31, 2032.
Russian authorities estimate that Moscow city and Moscow Oblast currently host 65 data centers with a total capacity of 734 megawatts, including 19 data centers in Moscow Oblast with a combined capacity of 233 megawatts. (TASS)
Tennessee to Ban Crypto ATMs Statewide from July 1, Escalating Anti-Fraud Regulations
Odaily News – Tennessee Governor Bill Lee has signed a bill banning the operation of cryptocurrency ATMs across the entire state, making it the second state, after Indiana, to implement a complete ban.
The bill (HB 2505) has taken effect and will be enforced starting July 1. Under the regulations, installing or operating a "virtual currency kiosk" (i.e., a Bitcoin ATM) will be considered a Class A misdemeanor, punishable by up to one year in jail and a $2,500 fine. Businesses allowing the installation of these devices will also bear legal liability.
Currently, most U.S. states have strengthened oversight through licensing systems, transaction limits, and other measures, but outright bans remain rare. Data shows that since 2026, 30 states have proposed relevant legislation, with 20 states having passed laws, indicating a continuous tightening trend against crypto ATM fraud risks.
Odaily News – Hikvision recently issued a hard drive price adjustment letter to its distributors, stating that its hard drive product prices will be increased synchronously starting July 1 this year. Additionally, Hikvision will implement an initial round of price increases for other products before July 1st, with this hard drive price hike primarily targeting the distributor channel. Facing significant supply and price volatility, Hikvision has advised distributors to lock in orders and prices as soon as possible.
This is not Hikvision's first price adjustment, nor is it an isolated incident. According to insiders, the core reason for this price adjustment is the sustained crowding-out effect driven by the "explosive" growth in AI demand. Hard drive procurement costs continue to rise. Compared to the second quarter of this year, the price quotes for hard drives from original manufacturers in the third quarter have already increased by over 50%. Based on current market conditions, further price increases for these products remain possible in the future. (Lantern Finance)
Odaily News – According to an official Polygon announcement, the Polygon zkEVM Mainnet Beta shutdown process will officially begin on July 1, 2026, leaving approximately two weeks before the complete cessation of services. The team has urgently reminded users to withdraw all on-chain assets and liquidity positions before this deadline, warning of the risk that assets may become unrecoverable afterward.
The shutdown involves two categories of asset handling rules: funds locked in decentralized finance protocols cannot be migrated automatically; assets held only in personal wallets that are not bridged to the Ethereum mainnet before the deadline will be automatically migrated to Ethereum L1, where they can be claimed via a dedicated page. The platform urges users to complete pool withdrawals and cross-chain operations as soon as possible to avoid the risk of permanent asset loss.
Mynth: Operations to Cease on July 1; Novaswap Custodial Infrastructure to Go Offline
Odaily News – Mynth has announced it will cease operations. The statement said the team started building the cross-chain protocol three years ago, but protocol usage did not reach a level required for sustainable operation and continued expansion. It could not maintain its past pace of innovation or expand to more blockchains. Mynth will stop supporting the custodial infrastructure run by Novaswap, and all operations will cease at 7:00 AM Beijing time on July 1st. User funds remain safe and non-custodial, requiring no user action. Swaps will continue to be processed until that time. The team will provide support via Discord until the end of July.
July 2
US to Release June Nonfarm Payrolls Data on July 2
Odaily News – On July 2, the U.S. will release data including the June unemployment rate, June seasonally adjusted nonfarm payroll employment, weekly initial jobless claims for the week ending June 27, and the June average hourly earnings year-over-year/month-over-month figures.
Robinhood Teases July 2 Event, Set to Unveil Next-Gen Crypto Financial Products
Odaily News – Robinhood has announced a virtual press conference to be held at the Old Royal Naval College in London on July 1, 2026, at 19:00 BST (2:00 AM Beijing time on July 2). Robinhood stated the event will launch a "borderless market journey" and showcase its latest vision for the future financial markets.
Robinhood Chairman and CEO Vlad Tenev will personally unveil several new products. The company says these products are designed to further integrate digital assets with traditional finance and reshape the global financial services landscape. Robinhood indicated the event will focus on the development direction of a new era for the crypto industry and new opportunities for cross-border interconnection in financial markets.
Securitize Plans to List on NYSE on July 2, Expects to Raise Approximately $400 Million
Odaily News – The business combination between Securitize and SPAC Cantor Equity Partners II (Nasdaq: CEPT) is expected to raise approximately $400 million (including PIPE, before deducting fees). Upon completion, the new company will be renamed Securitize Corp., and its common stock is expected to begin trading on the NYSE under the ticker "SECZ" on July 2. The CEPT shareholder meeting to vote on the transaction is scheduled for June 29, with the current redemption rate below 30%. Securitize claims to have obtained relevant digital securities infrastructure regulatory licenses simultaneously in the U.S. and EU, and manages over $4 billion in on-chain real-world assets. (PR Newswire)
July 3
None
July 4
Trump Account to Open for Registration and Initial Deposit on July 4
Odaily News – The "Trump Account" plan, introduced in the U.S., has announced that registration and initial deposits will open on July 4th. The plan was initially proposed alongside the "Great American Bill." The account allows parents to set up tax-deferred investment accounts for children under 18. Family, friends, and employers can jointly contribute additional funds to the account, with a maximum annual deposit of $5,000. This limit will be adjusted for inflation in the future. Additionally, the Trump Account allows companies to make subsidized contributions for employees' children, up to $2,500 annually. The account will automatically convert into a traditional IRA structure when the holder turns 18, allowing continued investment and additional contributions. (war.gov)
July 5
None
Other (Specific Time TBD)
Pakistan: Technical Talks Between US and Iran to Resume Next Week
Odaily News – According to Saudi Arabia's Al Arabiya TV: Pakistan stated that technical talks between the United States and Iran will resume next week. (Jin Shi)
