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）
- 核心观点：下周（6月29日至7月5日）区块链与加密领域迎来多项关键事件，包括监管截止（欧盟MiCA宽限期结束、俄罗斯挖矿禁令生效）、金融数据公布（美国非农）、重要平台变动（币安TON品牌变更、Polygon zkEVM关停）以及合规机构动态（Securitize上市、Robinhood新品发布）。
- 关键要素：
- 欧盟MiCA宽限期于7月1日结束，约75%的旧加密平台（约2400家）因未获牌照可能失去运营资格，无牌经营最高可面临2年监禁及3万欧元罚款。
- 俄罗斯拟自7月1日起在莫斯科市、莫斯科州及库尔斯克州部分地区禁止加密货币挖矿，禁令将持续至2032年12月31日。
- 币安将于6月30日移除所有现有TON现货交易对，支持Toncoin品牌变更为Gram代币GRAM，并暂停TON充提。
- Seamless、Mynth、Polygon zkEVM等多个DeFi协议将于7月1日前停止运营，用户需在截止日前提取资产，逾期可能无法取回。
- 美国非农数据（6月失业率、非农就业人口）将于7月2日公布，为市场提供关键宏观经济指标。
- Securitize预计于7月2日在纽交所上市，股票代码“SECZ”，拟募集约4亿美元，管理的链上实物资产规模超40亿美元。
Key Highlights for Next Week
June 30
Strategy Preferred Stock STRC Goes Ex-Dividend on June 30 and Resets Monthly Dividend Rate;
July 1
Walsh, Galard, and Others to Speak at European Central Bank Forum;
Russia Proposes to Ban Cryptocurrency Mining in Moscow and Some Regions from July 1;
July 2
US to Release June Non-Farm Payroll Data on July 2;
July 4
Trump Account to Open Registration and First Capital Injection on July 4;
From June 29 to July 5, here are more details on notable industry events to watch.
June 29
SharpLink to Be Added to Russell 2000 and Russell 3000 Indices on June 29
Odaily News: SharpLink, a Nasdaq-listed Ethereum treasury company, announced on X that it will be included as a component of the Russell 2000 and Russell 3000 indices. The inclusion will take effect at the US stock market open on June 29, 2026, coinciding with the Russell indices' semi-annual rebalancing.
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 on June 29, 2026, between 13:35 and 13:45 (UTC). The maximum leverage is 20x, with a minimum trading quantity of 0.01 and a minimum notional value of 5 USDT. The funding rate cap is +2.00%/-2.00%, and funding fee settlement occurs 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 and Resets Monthly Dividend Rate
Odaily News: Strategy's STRC preferred stock is trading at approximately $73, about 27% below its $100 par value. Investors are focused on two events related to June 30. STRC goes ex-dividend on June 30, meaning eligible holders will receive a $0.48 per share dividend on July 15. The other event is the reset of the monthly dividend rate; currently STRC's effective yield is near 15%. 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, Removes 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 AM (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 AM (UTC+8) on June 30, 2026; TON tokens deposited after this time will not be credited.
FBI: OneCoin Fraud Victims Can Apply for Compensation by June 30
Odaily News: The US Federal Bureau of Investigation (FBI) reminds victims of the OneCoin international cryptocurrency investment scam that they can apply for compensation through a special program by the US Department of Justice (DOJ) before the June 30 deadline.
The process allows individuals who purchased OneCoin between 2014 and 2019 and suffered direct financial losses due to the OneCoin scheme to submit applications. Victims can apply by mail, email, or online form. Submitting an application does not guarantee financial compensation. The DOJ stated that OneCoin investors globally lost a total of over $4 billion.
Base Ecosystem Lending Protocol Seamless Announces Shutdown, Users Must Withdraw by June 30
Odaily News: Seamless Protocol, a lending protocol on the Base ecosystem, has announced its shutdown. The UI will go 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 significantly simpler than interacting directly with the contract. Once the UI is offline, users can still retrieve assets through manual contract interaction, but the process is complex and will lack team support.
July 1
Walsh, Galard, and Others to Speak at European Central Bank Forum
Odaily News: On July 1 at 21:30, Federal Reserve Chair Walsh, European Central Bank President Lagarde, Bank of England Governor Bailey, and Bank of Canada Governor Macklem will speak at the European Central Bank Forum.
Odaily News: The transitional grace period for the EU's MiCA crypto regulation will officially end on July 1, 2026. As of May 2026, only 194 crypto companies within the EU have obtained official licenses, compared to over 3,000 registered crypto enterprises in 2024. An estimated 75% of older platforms are expected to lose their operating eligibility after the grace period ends. Platforms without licenses must orderly shut down, transfer users to licensed platforms, or fully exit the European market by the deadline.
France's financial regulator, the AMF, warns that operating without a license can carry penalties of up to 2 years imprisonment and a €30,000 fine. If a user's platform fails to obtain a MiCA license, they may face situations like being unable to make deposits or being required to withdraw their funds. (Cryptoslate)
Russia Proposes to Ban Cryptocurrency Mining in Moscow and Some Regions from July 1
Odaily News: The Russian Ministry of Energy has drafted a government resolution proposing a ban on cryptocurrency mining in the city of Moscow, Moscow Oblast, and parts of Kursk Oblast starting July 1, 2026. The ban would remain in effect until December 31, 2032.
Russian authorities estimate that Moscow City and Moscow Oblast currently host 65 data centers with a total power capacity of 734 megawatts. Within Moscow Oblast alone, there are 19 data centers with a combined power of 233 megawatts. (TASS)
Tennessee to Ban Crypto ATMs Statewide from July 1, Intensifying Fraud Crackdown
Odaily News: Tennessee Governor Bill Lee has signed a bill banning the operation of cryptocurrency ATMs statewide, making Tennessee 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 self-service terminal" (i.e., Bitcoin ATM) will be considered a Class A misdemeanor, punishable by up to one year in jail and a $2,500 fine. Furthermore, businesses allowing the installation of such devices on their premises will also face legal liability.
Currently, most US states have strengthened oversight through measures like licensing systems and transaction limits, but complete bans remain rare. Data shows that 30 states have proposed related legislation since 2026, with 20 states having passed laws, indicating a sustained tightening against crypto ATM fraud risks.
Odaily News: Hikvision has recently issued a hard drive price adjustment letter to its distributors, stating that the company's hard drive product prices will be increased synchronously starting July 1st of this year. Additionally, other products under Hikvision will undergo a round of price increases before July 1st. This hard drive price hike is mainly targeted at the distributor channel. Facing the current situation of significant supply and price volatility, Hikvision has advised distributors to lock in orders and prices as soon as possible.
In fact, this is not Hikvision's first price adjustment, nor is it an isolated case. Regarding the reason for this price adjustment, informed sources stated that the core driver is the sustained crowding-out effect caused by the "explosive" growth in AI demand. Hard drive procurement costs continue to rise. Compared to the second quarter of this year, the OEMs' quoted hard drive costs for the third quarter have increased by over 50%. Based on the current market situation, product prices may continue to rise in the future. (Blue Whale Finance)
Polygon zkEVM Mainnet Beta Shuts Down on July 1, DeFi Assets Past Due May Be Unrecoverable
Odaily News: An official announcement from Polygon states that the Polygon zkEVM Mainnet Beta shutdown process will officially begin on July 1, 2026, leaving only about two weeks before services are fully discontinued. The official team is urgently reminding users to withdraw all on-chain assets and liquidity positions before this deadline, warning of the risk of assets becoming unrecoverable past the due date.
This shutdown distinguishes between two types of asset handling rules: funds locked in DeFi protocols cannot be migrated automatically; assets simply held in personal wallets that are not bridged to the Ethereum mainnet before the deadline will be automatically migrated to Ethereum L1 by the system, allowing users to claim them through a dedicated page. The platform calls on users to swiftly complete pool withdrawals and cross-chain operations to avoid the risk of permanent asset loss.
Mynth: Operations to Cease on July 1st, Novaswap Hosted Infrastructure to Go Offline
Odaily News: Mynth has announced it will cease operations. The announcement states the team began building a cross-chain protocol three years ago, but protocol usage did not reach the level required for sustainable operation and continued expansion. It could not maintain its past pace of innovation or scale to more blockchains. Mynth will stop supporting the hosted infrastructure running Novaswap and cease all operations at 7:00 AM Beijing time on July 1st. User funds remain safe and non-custodial; no user action is required. 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 Non-Farm Payroll Data on July 2
Odaily News: On July 2, the United States will release data including the June unemployment rate, June seasonally adjusted non-farm payroll employment, the weekly initial jobless claims for the week ending June 27, and the June average hourly earnings (year-over-year/month-over-month).
Robinhood Teases July 2 Event, to Unveil Next-Gen Crypto-Financial Products
Odaily News: Robinhood announced it will hold a virtual press conference at the Old Royal Naval College in London on July 1, 2026, at 19:00 UK time (2:00 AM Beijing time on July 2). Robinhood stated the event will kick off a "borderless market journey" and showcase its latest vision for the future of financial markets.
At the event, Robinhood Chairman and CEO Vlad Tenev will personally unveil several new products. The company claims these products aim to further integrate crypto assets with traditional finance and reshape the landscape of global financial services. Robinhood stated the conference will focus on the new era of the crypto industry and the new opportunities for cross-border connectivity in financial markets.
Securitize Plans to List on NYSE July 2, Expected to Raise ~$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 expenses). Upon completion of the merger, the new company will be renamed Securitize Corp. Its common stock is expected to begin trading on the New York Stock Exchange on July 2 under the ticker symbol "SECZ". The CEPT shareholder meeting is scheduled for June 29 to vote on the transaction, with the current redemption rate below 30%. Securitize claims it has obtained relevant regulatory licenses for digital securities infrastructure in both the US and the EU, managing over $4 billion in on-chain real-world assets. (PR Newswire)
July 3
None
July 4
Trump Account to Open Registration and First Capital Injection on July 4
Odaily News: The US-launched "Trump Account" plan has announced it will open for registration and initial capital injection on July 4. 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 collectively add funds to the account, with an annual maximum deposit of $5,000, a limit that will be adjusted for inflation in the future. Additionally, the Trump Account allows businesses to make subsidized contributions for employees' children, up to $2,500 per year. The account will automatically convert to a traditional IRA structure when the holder turns 18, allowing continued investment and contributions. (war.gov)
July 5
None
Others (Specific Date Not Yet Set)
Pakistan: Technical Talks Between US and Iran to Resume Next Week
Odaily News: Citing Al Arabiya Television from Saudi Arabia: Pakistan stated that technical talks between the United States and Iran will resume next week.
