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 Events Next Week
June 1
Binance Teases New Product Announcement on June 1;
Unitree Technology's STAR Market IPO to Be Reviewed on June 1;
June 5
Next Round of US-Iran Talks May Be Held on June 5;
US to Release May Nonfarm Payroll Data on June 5;
Others (Exact Dates TBD)
Polymarket Plans to Release a Version Next Week to Resolve Queue Congestion Issues;
Federal Reserve Updates
- June 1 (Mon) 8:30 AM: Fed Governor Christopher Waller to deliver acceptance speech at the John F. Kennedy Profile in Courage Award ceremony;
- June 2 (Tue) 1:50 PM: 2026 FOMC voter, Minneapolis Fed President Neel Kashkari to deliver a speech;
- June 2 (Tue) 8:30 PM: 2026 FOMC voter, Cleveland Fed President Beth Hammack to speak on monetary policy;
- June 4 (Thu) 2:00 AM: Fed to release the Beige Book economic report;
- June 5 (Fri) 1:10 AM: 2027 FOMC voter, San Francisco Fed President Mary Daly to deliver a speech;
From June 1 to June 7, more notable industry events are previewed as follows.
June 1
Binance Teases New Product Announcement on June 1
Odaily Planet Daily News: Binance posted a teaser on X platform, 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 the new product may be related to US stock investment channels. Binance has not yet responded officially.
Unitree Technology's STAR Market IPO to Be Reviewed on June 1
Odaily Planet Daily News: The Shanghai Stock Exchange's Listing and Review Committee has scheduled the 31st review meeting of 2026 on June 1, 2026, to examine Unitree Technology Co., Ltd.
Odaily Planet Daily News: On May 19, Japan's Financial Services Agency (FSA) published revised Cabinet Office Ordinances on Electronic Payment Means Transaction Providers, clarifying that trust beneficiary rights established under foreign laws with equivalent systems to Japan's are included as electronic payment means under the 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 Planet Daily News: Upbit announced it will delist DRIFT tokens and terminate trading support at 15:00 KST on June 1. Due to the project previously being designated as a cautionary item and exhibiting security-related abnormal activities, Upbit has decided to stop deposit, trading, and withdrawal services for DRIFT.
JPEX Fraud Case: 8 Defendants Including Lam Chok Adjourned to June 1
Odaily Planet Daily News: In the alleged fraud case involving virtual asset trading platform JPEX, police have indicted 16 individuals so far. The case involving 8 people, 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. During this period, except for the first defendant, Cheng Chun Hei, who is involved in other cases and must remain in custody, the other defendants were granted bail. The 8 defendants include 5 men and 3 women: artist Cheng Chun Hei, influencer Lam Chok, influencer Chan Ying Yi (Chan Yi), influencer "Xiangxiang" Leung Yi Cheung, Coingaroo Operations Director Au Cheuk Kei and General Manager Chiu King Yin, Siu Yin Him, and Ho Kai Man. They are charged with conspiracy to defraud, fraud, inducing others to invest in virtual assets by fraud or reckless misrepresentation, and money laundering. (Hong Kong 01)
Bitcoin Inscription Browser Ord.io Announces Closure on June 1
Odaily Planet Daily News: Bitcoin inscription browser Ord.io posted on X platform that its platform will close on June 1. Launched three years ago as an Ordinals browser supporting voting features, Ord.io has grown into an inscription exploration platform used by over a million users.
The platform previously launched the Satributes feature for discovering rare sats behind inscriptions, and the Block Vision feature for real-time monitoring of Runes minting activity. Ord.io will upload its full 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 Planet Daily News: Meme coin app Zap posted on X platform that it will shut down on June 1. The team's goal last year was to create an app allowing anyone to register and buy their first Meme coin within 30 seconds. While this goal was achieved, it did not gain the expected market traction.
It recommends users log in and export their private keys before the June 1 shutdown, and suggests importing them into Phantom to continue accessing all assets. After June 1, users who haven't exported 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 Planet Daily News: OpenAI developer Tibo stated that OpenAI will discontinue GPT-5.2 and GPT-5.3-Codex in Codex on June 2. For the free plan, 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 Planet Daily News: tea Protocol announced its official participation in Aerodrome Aero Ignition. Aero Ignition is Aerodrome's on-chain liquidity launch mechanism for new projects. tea Protocol will initiate community voting on May 28, followed by 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 on which projects receive more liquidity incentives. With increased voting support, the $TEA liquidity pool will gain stronger liquidity backing, thereby 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 internet-layer problems of "invisible contributions and non-distributable value." 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 Be Held on June 5
Odaily Planet Daily News: According to Saudi Arabia's Al Arabiya TV, sources reveal that the next round of talks between the US and Iran may be held on June 5. The US and Iran will dispatch their respective chief negotiators when beginning negotiations on a final agreement. (Jin10)
US to Release May Nonfarm Payroll Data on June 5
Odaily Planet Daily News: At 20:30 Beijing time on Friday, June 5, the US will release the May unemployment rate, May seasonally adjusted nonfarm payroll employment figures, and May average hourly earnings (year-over-year/month-over-month).
June 6
None
June 7
None
Others (Exact Dates TBD)
Polymarket This Week Update: Version Release Planned Next Week to Resolve Queue Congestion
Odaily Planet Daily News: Prediction market Polymarket published its platform update for this week, which includes: launching the World Cup page and initiating feature testing; launching perpetual contract functionality (including 5 traditional finance trading pairs and BTC perpetual contracts); CLOB performance optimization with a version release planned for next week to resolve queue congestion issues; open-sourcing the SDK; launching the unified API; and Gamma fixes and improvements (stricter keyset pagination and high-traffic read path indexes, production correctness fixes for users, profiles, comments, and sports summaries).
