六月的第一週可能將加密貨幣在2025年的政策勝利轉化為硬性期限。GENIUS法案穩定幣規則的意見徵詢期將於本週開始結束，這意味著聯邦框架將從法規轉變為發行商必須遵循的運營規則。
這些窗口期內確定的事項將決定誰可以發行、持有何種儲備，以及收益能否存續。過去幾個月，銀行一直在推動放緩推出進度，這場關於附息穩定幣的爭奪戰已使《清晰法案》（Clarity Act）停滯數月。參議院將於6月3日重新開啟議程，再次嘗試推進。
流通穩定幣的價值持續上升，5月下旬創下3,220億美元的歷史新高。貝萊德（BlackRock）全球市場開發主管Samara Cohen稱其為「傳統金融與數位流動性之間的橋樑」。歐洲央行（ECB）目前警告，這些工具可能會鞏固美元的主導地位。
宏觀經濟與地緣政治影響也需密切關注。經濟數據將為聯準會未來的政策方向提供更多線索，而中東地區若提前達成停火協議，可能會重新點燃市場風險偏好。
本週關注重點
（所有時間均為美東時間）
- 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)