下周必关注｜沃什将首次出席国会听证；六月CPI数据来袭（7.13-7.19）
- 核心观点：下周（7月13日至19日）全球金融市场迎来密集事件：美国6月CPI与PPI数据公布将影响货币政策预期；美联储主席沃什首次国会作证；加密领域关注39万休眠比特币钱包所有权听证会及相关事件；此外，SK海力士美股上市带动杠杆ETF热潮，豆包与千问智能体服务下线。
- 关键要素：
- 美国6月CPI（7月14日）与PPI（7月15日）数据将公布，市场预期CPI小幅降温至3.9%，核心CPI维持2.9%，直接影响美联储政策信号。
- 美联储主席沃什于7月14日及15日分别在众议院和参议院就半年度货币政策报告作证，市场关注其通胀与利率立场。
- 纽约高等法院暂停39万个休眠比特币钱包所有权诉讼，定于7月14日举行听证会，案件涉及遗失财产法对加密货币的适用性。
- Forsage联创Olena Oblamska因涉3.4亿美元加密庞氏骗局被引渡至美国，陪审团审判预计7月14日开始，最高面临20年监禁。
- SK海力士美国上市募资约281.6亿美元，带动ProShares等发行商推出至少六款杠杆及反向ETF产品，下周上市。
- 中国科技公司豆包与千问智能体服务均将于7月15日正式下线，用户将无法访问智能体配置及历史对话。
- 美国众议院金融服务委员会将于7月17日就CLARITY法案举行听证会，聚焦数字资产监管与创新解锁。
Key Events Next Week
July 14
The US will release June CPI data on July 14;
Federal Reserve Chairman Warsh to testify before Congress for the first time on July 14;
NY judge pauses lawsuit over ownership of 390,000 dormant Bitcoin wallets, hearing set for July 14;
July 15
The US will release June PPI data on July 15;
Federal Reserve Chairman Warsh to testify again at Senate hearing;
Doubao and Qianwen AI agents to be discontinued on July 15;
July 16
CXMT to begin new share subscription on July 16;
July 17
US House Financial Services Committee to hold hearing on CLARITY Act on July 17;
Others (Specific Time TBD)
SK Hynix US listing sparks leveraged ETF craze, six products to launch next week;
A detailed preview of noteworthy industry events from July 13 to July 19 is as follows.
July 13
Odaily reported that Siiibo Securities, operator of a corporate bond issuance and purchase platform in Japan, announced plans to change its name to "Metaplanet Securities Inc." effective July 13, 2026, and officially join the Metaplanet Group.
Siiibo Securities stated that the name change is subject to approval at an extraordinary general meeting of shareholders. The company previously operated an online private placement bond issuance and purchase platform for emerging companies and individual investors, with the mission of "creating free, transparent, and fair direct finance," and holds a Type I Financial Instruments Business license in Japan.
July 14
The US will release June CPI data on July 14
Odaily reported that at 20:30 Beijing time on July 14, the US will release June CPI, Core CPI, and other data.
The June CPI data, released before Warsh's testimony before the House, will directly provide fresh momentum for the gold market. The market expects inflation to cool slightly in June, with headline CPI falling to 3.9% and Core CPI remaining unchanged at 2.9%.
Federal Reserve Chairman Warsh to testify before Congress for the first time on July 14
Odaily reported that Federal Reserve Chairman Kevin Warsh will testify before the House Financial Services Committee hearing on the "Semiannual Monetary Policy Report to Congress" at 10:00 AM ET on July 14 (10:00 PM Beijing time on July 14).
NY judge pauses lawsuit over ownership of 390,000 dormant Bitcoin wallets, hearing set for July 14
Odaily reported that New York Supreme Court Judge Kathy J. King signed an order pausing proceedings in a lawsuit seeking to claim ownership of 39,069 dormant Bitcoin wallets, scheduling a hearing for July 14 regarding a key amicus brief.
The plaintiff, under the pseudonym "Noah Doe" along with two shell companies, is seeking to claim these wallets under New York's Abandoned Property Law. Attorney Ian R. Cohen filed an amicus brief opposing the plaintiff's claims, arguing that the abandoned property law pertains to tangible items, while blockchain addresses remain visible to the world. If the original owner cannot withdraw assets due to a security breach, it constitutes a passive loss of access rather than voluntary abandonment. (The Block)
Forsage co-founder Olena Oblamska extradited to US, jury trial expected to begin July 14
Odaily reported that Olena Oblamska appeared in US Federal Court and pleaded not guilty to charges of conspiracy to commit wire fraud. The US Department of Justice stated that Oblamska is accused of participating in operating the crypto investment platform Forsage and was extradited from Thailand to the US last week. Prosecutors allege that Forsage, operating under the guise of an Ethereum blockchain-based smart contract investment project, was actually a Ponzi and pyramid scheme involving approximately $340 million. Oblamska remains in custody pending trial, which is expected to begin with a jury on July 14, 2026. If convicted, she faces a maximum of 20 years in federal prison. (The Block)
Binance to suspend deposit and withdrawal services for PYR and VANRY, effective July 14, 2026
Odaily reported that according to an official announcement, Binance will cease support for deposits and withdrawals of VulcanForgedPYR (PYR) and Vanar (VANRY) via the Polygon network starting at 08:00 UTC on July 14, 2026 (16:00 Beijing time on July 14, 2026). Deposits of these tokens sent via the Polygon network after 16:00 Beijing time on July 14, 2026, will not be credited to accounts and may result in asset loss. Users can still deposit or withdraw these tokens via other networks supported by Binance.
July 15
The US will release June PPI data on July 15
Odaily reported that at 20:30 Beijing time on July 15, the US will release June PPI, Core PPI, and other data.
Federal Reserve Chairman Warsh to testify at Senate hearing
Odaily reported that at 22:00 Beijing time on July 15, Federal Reserve Chairman Warsh will testify before the Senate Committee on Banking, Housing, and Urban Affairs for the "Semiannual Monetary Policy Report to Congress" hearing.
Sources: FX trades related to SK Hynix US listing expected around July 15
Odaily reported that a source said foreign exchange trades involving the Korean won against the US dollar, related to the US listing of South Korean chipmaker SK Hynix, are expected to take place around July 15. SK Hynix launched a US stock issuance on Monday, planning to raise 43 trillion Korean won (approximately $281.6 billion), and has secured subscription intentions worth up to $7 billion from major investors. (Jin Shi)
Doubao and Qianwen AI agents to be discontinued on July 15
Odaily reported that Doubao released a notice stating that its AI agent feature will be discontinued on July 15, 2026. After this date, users will be unable to create new agents, and previously created and saved agents will also be inaccessible and non-functional. Following July 15, Doubao will process data related to the agents, and users will no longer be able to view or restore them within Doubao.
Qianwen also released a reminder about its AI agent service discontinuation, stating that the Qianwen AI agent feature and service will officially go offline on July 15, 2026. After the shutdown, users will no longer be able to access relevant agent configurations or historical conversation records.
July 16
CXMT to begin new share subscription on July 16
Odaily reported that on July 9, CXMT disclosed its prospectus for listing on the STAR Market, along with the "Issuance Arrangements and Preliminary Inquiry Announcement," officially initiating its IPO process on the STAR Market. According to the announcement, both the offline and online subscription dates for new shares are set for July 16, 2026.
July 17
US House Financial Services Committee to hold hearing on CLARITY Act on July 17
Odaily reported that the Digital Assets, Financial Technology and AI Subcommittee of the US House Financial Services Committee has scheduled a field hearing on "How the CLARITY Act Unlocks Innovation." The hearing will take place on Friday, July 17, at 10:00 AM ET in New York City. While details remain scarce, such as the list of individuals or companies testifying on behalf of the CLARITY Act, a range of insiders are expected to support the necessity of regulating digital assets to ensure consumer protection and drive innovation.
Gemini 3.5 Pro may launch on July 17
Odaily reported that tech blogger Leo revealed, citing sources, that Google DeepMind is tentatively scheduled to release Gemini 3.5 Pro on July 17. Another tech blogger, Astro Polo, indicated that Gemini 3.5 Pro will support a 2 million token context window, double 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, long documents, and extended conversations.
Note: The above information is based on market rumors and has not been officially confirmed by OpenAI or Google DeepMind.
On-chain derivatives protocol Satori to cease operations, withdrawals to close by July 17
Odaily reported that on-chain derivatives protocol Satori will gradually cease operations. The window for withdrawals and closing positions will close by July 17.
July 18
None scheduled
July 19
None scheduled
Others (Specific Time TBD)
US and Iran may hold next round of talks next week
Odaily reported that sources say the United States and Iran are expected to hold the next round of talks next week, possibly in Switzerland.
However, another source close to the Iranian negotiating team stated that claims of a new round of talks between Iran and the US next week are not true. This source denied rumors that preparations for negotiations in Islamabad had been completed. (Jin Shi)
SK Hynix US listing sparks leveraged ETF craze, six products to launch next week
Odaily reported that SK Hynix's record-breaking US listing is driving a new wave of leveraged products linked to its stock onto Wall Street. Issuers such as ProShares, Leverage Shares, and Rex Shares are preparing to launch 2x leveraged products on SK Hynix ADRs, with some also preparing inverse products. According to information on the issuers' websites, at least six products will be launched next week. Leveraged ETFs on SK Hynix have been extremely popular in the South Korean market.
