Первая неделя июня может превратить политические победы криптоиндустрии 2025 года в жесткие дедлайны. На этой неделе начинают закрываться периоды комментариев по правилам для стейблкоинов в рамках закона GENIUS, достигая точки, когда федеральная рамка перестает быть просто статутом и становится операционными правилами, которым должны следовать эмитенты.
То, что будет решено в эти окна, определит, кто сможет выпускать стейблкоины, какие резервы они будут держать и сохранится ли доходность. Банки последние несколько месяцев пытались замедлить запуск, борьба вокруг приносящих доход стейблкоинов уже на месяцы затормозила закон Clarity Act. 3 июня откроется заседание Сената для новой попытки.
Стоимость стейблкоинов в обращении продолжает расти и в конце мая достигла рекордных $322 млрд. Самира Коэн, глобальный руководитель по развитию рынков BlackRock, назвала их «мостом между традиционными финансами и цифровой ликвидностью». ЕЦБ предупреждает, что эти инструменты могут закрепить доминирование доллара.
Макроэкономические и геополитические факторы также требуют пристального внимания. Экономические данные дадут дополнительные подсказки относительно будущего направления политики ФРС, а более раннее, чем ожидалось, прекращение огня на Ближнем Востоке может возродить аппетит к риску.
На что обратить внимание
(Все время по восточному времени США)
- Crypto June 2: Comment periods for GENIUS Act stablecoin frameworks close for the Treasury, FDIC and FinCEN/OFA June 3: The Senate floor window reopens to consolidate the Clarity Act into a single vehicle with CFTC provisions and GENIUS Act updates, targeting a August signing. Q3: Ethereum to move forward with the ‘Glamsterdam’ upgrade, featuring parallel execution, ePBS MEV reforms, a 200M gas limit target, and lower layer-1 transaction fees.
- June 2: Comment periods for GENIUS Act stablecoin frameworks close for the Treasury, FDIC and FinCEN/OFA
- June 3: The Senate floor window reopens to consolidate the Clarity Act into a single vehicle with CFTC provisions and GENIUS Act updates, targeting a August signing.
- Q3: Ethereum to move forward with the ‘Glamsterdam’ upgrade, featuring parallel execution, ePBS MEV reforms, a 200M gas limit target, and lower layer-1 transaction fees.
- Macro June 1, 10 a.m.: U.S. ISM Manufacturing PMI for May est. 52.6 (Prev. 52.7); Prices est. 85.3 (Prev. 84.6) June 1, 6 p.m.: South Korea Inflation Rate YoY for May est. 3.0% (Prev. 2.6%) June 2, 5 a.m.: Eurozone Inflation Rate YoY Flash for May est. 3.3% (Prev. 3.0%); Core Inflation YoY Flash est. 2.4% (Prev. 2.2%) June 2, 10 a.m.: U.S. JOLTs Job Openings for April est. 6.8M (Prev. 6.866M) June 3, 8:15 a.m.: U.S. ADP Employment Change for May est. 110K (Prev. 109K) June 3, 10 a.m.: U.S. ISM Services PMI for May est. 53.6 (Prev. 53.6) June 4, 8:30 a.m.: U.S. Initial Jobless Claims for period ending May 30 est. 216K (Prev. 215K) June 5, 8:30 a.m.: U.S. Nonfarm Payrolls for May est. 96K (Prev. 115K); Unemployment Rate est. 4.3% (Prev. 4.3%) June 5, 8:30 a.m.: U.S. Average Hourly Earnings MoM for May est. 0.3% (Prev. 0.2%) June 7: OPEC+ 41st Ministerial Meeting and 66th JMMC
- June 1, 10 a.m.: U.S. ISM Manufacturing PMI for May est. 52.6 (Prev. 52.7); Prices est. 85.3 (Prev. 84.6)
- June 1, 6 p.m.: South Korea Inflation Rate YoY for May est. 3.0% (Prev. 2.6%)
- June 2, 5 a.m.: Eurozone Inflation Rate YoY Flash for May est. 3.3% (Prev. 3.0%); Core Inflation YoY Flash est. 2.4% (Prev. 2.2%)
- June 2, 10 a.m.: U.S. JOLTs Job Openings for April est. 6.8M (Prev. 6.866M)
- June 3, 8:15 a.m.: U.S. ADP Employment Change for May est. 110K (Prev. 109K)
- June 3, 10 a.m.: U.S. ISM Services PMI for May est. 53.6 (Prev. 53.6)
- June 4, 8:30 a.m.: U.S. Initial Jobless Claims for period ending May 30 est. 216K (Prev. 215K)
- June 5, 8:30 a.m.: U.S. Nonfarm Payrolls for May est. 96K (Prev. 115K); Unemployment Rate est. 4.3% (Prev. 4.3%)
- June 5, 8:30 a.m.: U.S. Average Hourly Earnings MoM for May est. 0.3% (Prev. 0.2%)
- June 7: OPEC+ 41st Ministerial Meeting and 66th JMMC
- Earnings June 1: HIVE Digital Technologies (HIVE), post-market, -$0.22
- June 1: HIVE Digital Technologies (HIVE), post-market, -$0.22
Token Events
- Governance Votes & Calls Superfluid DAO is voting on continuing the yield backends for both ETHx and USDCx with their current code across all networks. Voting ends on June 1. ENS DAO is voting on a social proposal to determine the structural framework and election timeline for Term 7 of its working groups. Voting ends on June 1. ShapeShift DAO is voting to distribute $150,681.30 of unallocated exploit revenue to affected DeFi communities and to add discostu to the engineering workstream for business development. Voting ends on June 2 and June 3. Decentraland DAO is voting on lowering the voting power (VP) threshold for governance proposals from 6 million to 5 million or less, aiming to address declining voter participation. Voting ends on June 2. 1inch Network DAO is voting to renew its recognized delegate program for 12 months with an updated $220,000 budget and stricter performance criteria. Voting ends on June 3. Arbitrum DAO is voting on proposals to fund the Arbitrum Foundation with $16M in RWAs, 1,740 ETH, and 230M ARB for continued operations, and to transition Arbitrum Nova into a minimized, low-cost maintenance state. Voting ends on June 4. Lightchain AI DAO is voting on migrating 4.42 billion LCAI from its Ethereum-based treasury to its native Lightchain mainnet DAO treasury at a 1:1 ratio, and on approving a BitMart listing agreement and $30,000 listing fee. Voting ends on June 5 and 6.
- Superfluid DAO is voting on continuing the yield backends for both ETHx and USDCx with their current code across all networks. Voting ends on June 1.
- ENS DAO is voting on a social proposal to determine the structural framework and election timeline for Term 7 of its working groups. Voting ends on June 1.
- ShapeShift DAO is voting to distribute $150,681.30 of unallocated exploit revenue to affected DeFi communities and to add discostu to the engineering workstream for business development. Voting ends on June 2 and June 3.
- Decentraland DAO is voting on lowering the voting power (VP) threshold for governance proposals from 6 million to 5 million or less, aiming to address declining voter participation. Voting ends on June 2.
- 1inch Network DAO is voting to renew its recognized delegate program for 12 months with an updated $220,000 budget and stricter performance criteria. Voting ends on June 3.
- Arbitrum DAO is voting on proposals to fund the Arbitrum Foundation with $16M in RWAs, 1,740 ETH, and 230M ARB for continued operations, and to transition Arbitrum Nova into a minimized, low-cost maintenance state. Voting ends on June 4.
- Lightchain AI DAO is voting on migrating 4.42 billion LCAI from its Ethereum-based treasury to its native Lightchain mainnet DAO treasury at a 1:1 ratio, and on approving a BitMart listing agreement and $30,000 listing fee. Voting ends on June 5 and 6.
- Unlocks June 1: SUI$0.8809 to unlock 0.36% of its circulating supply worth $12.88 million. June 5: Ethena (ENA) to unlock 2.07% of its circulating supply worth $15.17 million. June 6: Hyperliquid (HYPE) to unlock 2.54% of its circulating supply worth $673 million.
- June 1: SUI$0.8809 to unlock 0.36% of its circulating supply worth $12.88 million.
- June 5: Ethena (ENA) to unlock 2.07% of its circulating supply worth $15.17 million.
- June 6: Hyperliquid (HYPE) to unlock 2.54% of its circulating supply worth $673 million.
- Token Launches June 1: Venice (VVV) reduces token emissions by 1 million tokens per year. June 1: Drift (DRIFT) to be delisted from Upbit Korea. June 2: Sei (SEI) to unveil a “new blockchain revaluation framework for financial services” with Mastercard. June 4: Augur hard fork deadline.
- June 1: Venice (VVV) reduces token emissions by 1 million tokens per year.
- June 1: Drift (DRIFT) to be delisted from Upbit Korea.
- June 2: Sei (SEI) to unveil a “new blockchain revaluation framework for financial services” with Mastercard.
- June 4: Augur hard fork deadline.
Conferences
- June 1–3: Proof of Talk 2026 (Paris, France)
- June 2–3 · Istanbul Blockchain Week 2026 (Istanbul, Turkey)
- June 2–4 · Money20/20 Europe 2026 (Amsterdam, Netherlands)