**다음 주 주목할 이슈 | SK하이닉스, 미국 상장 임박; SpaceX, 나스닥 100 지수 편입 예정; (7.6-7.12)**
- 핵심 전망: 다음 주(7월 7~12일) 시장은 SpaceX IPO 조용한 기간 종료에 따른 리서치 보고서 발표, GPT-5.6 및 Gemini 3.5 Pro 등 AI 모델의 잠재적 공개, 연방준비제도(Fed) 통화정책 회의록 공개, 그리고 SK하이닉스의 나스닥 상장 등 여러 중요 이벤트를 맞이할 예정입니다. 이러한 사건들은 관련 자산의 가격 결정과 시장 심리에 중요한 영향을 미칠 것입니다.
- 핵심 요소:
- SpaceX는 2026년 7월 7일 나스닥 100 지수에 편입되며, IPO 관련 조용한 기간이 다음 주 화요일에 종료됨에 따라 주관 은행들이 리서치 보고서를 발행할 예정이며, 이는 주가 결정에 영향을 미칠 것으로 예상됩니다.
- 시장 소문에 따르면, OpenAI는 7월 7~9일경 GPT-5.6을 일반에 공개할 수 있으며, Google DeepMind는 7월 17일 Gemini 3.5 Pro 출시를 잠정 결정했으나 아직 공식 확인되지는 않았습니다.
- 한국 시간 7월 9일 02:00, 연준은 통화정책 회의록을 공개할 예정이며, 같은 날 미국은 신규 실업수당 청구건수도 발표할 예정입니다. 이는 시장의 금리 경로에 대한 기대에 영향을 미칠 것입니다.
- SK하이닉스 ADR은 7월 10일 나스닥에 상장되어 거래를 시작할 예정이며, 약 294억 달러의 자금 조달을 계획하고 있습니다. 이 자금은 한국 내 생산 능력 확장에 사용될 예정입니다.
- Berachain은 7월 7일 PoL Next 업그레이드를 진행하고 BGT 토큰을 폐기할 예정입니다. 비트코인 L2 네트워크 Botanix는 서비스를 종료한다고 발표했으며, 사용자는 7월 9일까지 자산을 인출해야 합니다.
- 미국은 AI 기업들과 협의 중이며, 빠르면 다음 주에 새로운 모델 생성 시의 자발적 표준을 발표할 수 있습니다. 이는 관련 행정 명령을 이행하고 AI 출시 프로세스를 표준화하기 위한 목적입니다.
Next Week’s Key Highlights
July 7
SpaceX to Join Nasdaq 100 Index on July 7, 2026;
IPO Quiet Period Nears End, Surge in SpaceX Research Reports to Influence Market Pricing;
July 9
Federal Reserve to Release Monetary Policy Meeting Minutes on July 9;
US to Release 'Initial Jobless Claims for Week Ending July 4' on July 9;
July 10
SK Hynix Files Prospectus with SEC, ADR to List on Nasdaq on July 10;
July 11
US-Iran Talks to Take Place in Pakistan on July 11;
From July 6 to July 12, here are more details on notable industry events to watch.
July 6
None
July 7
SpaceX to Join Nasdaq 100 Index on July 7, 2026
Odaily Planet Daily News: Nasdaq Exchange: SpaceX (SPCX.O) will join the Nasdaq 100 Index on July 7, 2026. (Jin Shi)
IPO Quiet Period Nears End, Surge in SpaceX Research Reports to Influence Market Pricing
Odaily Planet Daily News: Since SpaceX's record-breaking IPO last month, investors have largely been 'flying blind,' lacking sufficient financial forecast data to judge the stock's fair value. This is set to change next week when the quiet period ends for analysts at banks underwriting SpaceX's $86 billion IPO.
The IPO is led by Goldman Sachs Group, Morgan Stanley, Bank of America, Citigroup, and JPMorgan Chase, with 18 other banks participating. Starting next Tuesday, investors will be flooded with a wave of new research reports, target price predictions, and growth expectations, which will help shed light on SpaceX's stock price trajectory in the short term and in the coming years.
Art Hogan, Chief Market Strategist at B. Riley Wealth, said: 'Everyone is talking about what this company could become in 2030, rather than what it can do in the next 12 months... It's an investment looking toward a better future, but it still requires attention to the next four years.' (Jin Shi)
Odaily Planet Daily News: Tech blogger Leo revealed that OpenAI may open GPT-5.6 to the public between July 7 and 9, with the earliest possible date being July 7. The new model's usage plan is reportedly more generous, and OpenAI is further strengthening its security strategy before the launch.
Additionally, according to sources, Google DeepMind has tentatively scheduled the release of Gemini 3.5 Pro for July 17. Another tech blogger, Astro Polo, stated that Gemini 3.5 Pro will support a 2 million token context window, doubling the 1 million token context currently supported by Claude Sonnet 5, Claude Opus 4.8, and Claude Fable 5, making it more suitable for processing large codebases, lengthy documents, and long conversations.
Note: The above information represents market rumors and has not been officially confirmed by OpenAI or Google DeepMind.
Berachain to Undergo PoL Next Upgrade on July 7
Odaily Planet Daily News: Berachain will undergo the PoL Next upgrade on July 7, during which the BGT token will be deprecated.
July 8
The Interfold to Auction FOLD Tokens via Uniswap CCA on July 8
Odaily Planet Daily News: Privacy infrastructure project The Interfold will auction FOLD tokens via Uniswap CCA. The pre-bidding and KYC verification window will open from July 6 to 7; the auction will start at 10:00 PM on July 8; the auction ends at 10:00 PM on July 10, and successful participants can claim tokens via the Uniswap interface. FOLD tokens will have a 40-day cooling period after the auction ends, during which they can only be used for Ciphernode staking and cannot be freely transferred.
Participants must complete KYC verification via Predicate. The auction uses a uniform clearing price mechanism; bidders can set a maximum FDV and budget, and amounts exceeding the clearing price can be withdrawn and re-bid. The tokens are planned to have transfer restrictions lifted and undergo TGE around August 19.
July 9
Federal Reserve to Release Monetary Policy Meeting Minutes on July 9
Odaily Planet Daily News: On Thursday, July 9, at 2:00 AM Beijing time, the Federal Reserve will release its monetary policy meeting minutes.
US to Release 'Initial Jobless Claims for Week Ending July 4' on July 9
Odaily Planet Daily News: On Thursday, July 9, at 8:30 PM Beijing time, the US will release 'Initial Jobless Claims for the week ending July 4'.
LayerZero to Upgrade Default DVN Configuration to 3-of-3 on July 9
Odaily Planet Daily News: LayerZero will upgrade its default DVN configuration to 3-of-3 on July 9 and plans to deprecate v1 relayers. This change only affects applications using default settings and is expected to cause a brief interruption of approximately 15 minutes.
Bitcoin L2 Network Botanix Announces Shutdown; Users Must Withdraw All Assets by July 9
Odaily Planet Daily News: Bitcoin L2 network Botanix has decided to shut down. Botanix urges community users to withdraw Bitcoin and other assets by July 9, 2026. After July 9, the coalition will sweep the remaining Bitcoin; any other assets or tokens on the network will be unrecoverable.
Botanix revealed that it originally planned to eventually launch a token, but the overall performance of token issuance over the past year did not meet the expected model outcomes. Additionally, structural and economic factors, including DeFi demand for Bitcoin, the shift of on-chain economic activity to venues with user relationships, and network fee revenue failing to cover infrastructure costs, collectively led to the cessation of this experiment.
July 10
SK Hynix Files Prospectus with SEC; ADR to List on Nasdaq on July 10
Odaily Planet Daily News: On June 30, SK Hynix submitted an F-1 prospectus to the US Securities and Exchange Commission (SEC), planning to list on Nasdaq by issuing 'American Depositary Receipts' (ADRs). The planned fundraising size is approximately 45.45 trillion Korean Won (about $29.4 billion), potentially one of the largest ADR issuances in history. All proceeds from this offering will be used for domestic capacity expansion in South Korea, including the Yongin wafer fab, Cheongju advanced packaging line, and investment in EUV and related equipment.
The transaction is jointly underwritten by Bank of America, Citigroup, Goldman Sachs, and JPMorgan Chase. A total of 17.79 million new shares (2.5% of its total issued shares) will be issued under the ticker SKHY. The ADR is expected to begin trading on Nasdaq on July 10.
Adam Back's BSTR and Cantor SPAC Merger Vote Delayed to July 10
Odaily Planet Daily News: The shareholder vote for the merger of Adam Back's Bitcoin Standard Treasury (BSTR) with Cantor Equity Partners I has been further delayed to July 10. Upon completion of the merger, BSTR may purchase over 25,500 BTC.
Malta Explores Bringing Parts of DeFi Under Regulation; Discussion Paper Deadline July 10
Odaily Planet Daily News: Malta's financial regulator is exploring bringing certain DeFi activities under its regulatory purview. The deadline for the discussion paper is July 10.
July 11
US-Iran Talks to Take Place in Pakistan on July 11
Odaily Planet Daily News: According to reports from Saudi media Al-Hadath and Al Arabiya, US-Iran talks will be held in Pakistan on July 11. (Jin Shi)
July 12
DeFi App Legend: Gradual Shutdown Begins, App to Go Offline on July 12
Odaily Planet Daily News: DeFi app Legend posted on X platform, stating that after two years of development, it has decided to gradually shut down the company. The team noted that the product failed to reach the scale required for long-term sustainable development. The Legend app will remain operational for the next 60 days and will go offline on July 12. Registration of new users has been suspended as of today. Existing users are advised to withdraw funds before the app closes. Relevant documentation will be retained for 60 days after the app goes offline.
Others (Date Not Yet Confirmed)
Odaily Planet Daily News: The US government is in high-level talks with AI companies, planning to announce voluntary standards for creating and releasing new models as early as next week.
The standards would set benchmarks for models with cutting-edge cyber capabilities and establish a release timeline to streamline future model launches. This move aims to implement the US President's executive order plan on AI from last month. US officials will also clarify access permissions for advanced AI models both domestically and abroad, potentially laying the groundwork for a global framework that includes US allies.
Previously, the US government had intervened in the release of new tools by Anthropic and OpenAI. Anthropic's latest model faced export controls on June 12 due to cybersecurity risk concerns, restrictions that were lifted on Tuesday. Currently, technical teams from AI labs and government officials hold regular meetings to reach consensus. (FT)
