下周必关注｜SpaceX将于6月12日上市；世界杯即将开幕（6.8-6.14）
- 核心观点：下周（6月8日至14日）将迎来一系列重磅事件，包括CME和Coinbase推出新的指数期货产品、美国CPI及欧洲央行利率决议等宏观数据发布，以及SpaceX上市等，对加密及金融市场产生多方面影响。
- 关键要素：
- CME定于6月8日推出追踪7种加密资产的Nasdaq CME Crypto Index期货，日均交易量已增长43%，为投资者提供受监管风险管理工具。
- Coinbase同日上线首批永续型股票指数期货（AI10、中国10、国防10、科技100），在CFTC监管下提供24小时交易和60/40税收待遇。
- 宏观数据：6月10日美国公布5月CPI数据，6月11日欧洲央行公布利率决议，市场关注通胀与政策走向。
- SpaceX预计6月12日以“SPCX”代码在纳斯达克上市，为市场注入重大流动性事件。
- 监管动态：美国众议院筹款委员会正筹备加密货币税收立法，最早下周初听证；富途、老虎国际自6月12日起暂停中国境内客户开仓交易。
- 机构动态：Arthur Hayes已清仓HYPE和NEAR，计划下周二解释原因；Ondo Perps将于6月9日推出专为RWA构建的永续合约平台。
- Coinbase Ventures通过公开市场买入ENA代币投资Ethena，后者产品下周将首次接入Coinbase超过1亿用户基础。
Key Highlights Next Week
June 8
CME Group Plans to Launch Nasdaq Crypto Index Futures on June 8;
Coinbase to Launch First Perpetual Stock Index Futures on June 8;
June 9
Arthur Hayes: Liquidated All HYPE and NEAR Holdings; Will Explain Reasons Next Tuesday;
Ondo Perps to Launch on June 9;
June 10
US to Release May CPI Data on June 10;
Binance Plans to Launch Stock Lending Product FPSL on June 10;
June 11
European Central Bank to Announce Interest Rate Decision;
June 12
2026 World Cup to Kick Off Early Morning on June 12;
SpaceX Expected to List on June 12;
Other (Date TBD)
House Committee Preparing Crypto Tax Legislation; Hearing Possible as Early as Next Week;
Details of other notable industry events from June 8 to June 14 are as follows.
June 8
CME Group: Plans to Launch Nasdaq Crypto Index Futures on June 8
Odaily reports that CME Group plans to launch Nasdaq CME Crypto Index Futures on June 8, pending regulatory review. The product will be its first market-cap-weighted futures contract, available in micro and standard sizes. The contracts are cash-settled and track the Nasdaq CME Crypto Settlement Price Index, which comprises Bitcoin, Ethereum, SOL, XRP, ADA, LINK, and Lumens. Giovanni Vicioso, Global Head of Cryptocurrency Products at CME Group, stated that average daily trading volume for its crypto products has increased 43% this year, and the new offering will provide investors with a regulated and efficient risk management tool.
Coinbase to Launch First Perpetual Stock Index Futures on June 8
Odaily reports that Coinbase announced it will launch its first perpetual stock index futures on June 8. Under the CFTC regulatory framework, it will offer four thematic contracts: the AI10 Index, China 10 Index, Defense 10 Index, and Tech 100 Index. These contracts provide targeted thematic exposure with a perpetual structure, using a funding rate mechanism to keep futures prices closely aligned with the underlying index. They are available for 24/7 trading on regulated US futures exchanges. As futures contracts, these products benefit from 60/40 tax treatment.
The AI10 Index tracks the top 10 AI companies listed in the US, requiring at least 50% of revenue from AI infrastructure, data, and applications. It is weighted by free-float market cap with a 15% cap per component and rebalanced quarterly. The China 10 Index tracks depositary receipts of the top 10 Chinese companies listed in the US, selected by average free-float market cap and volume, with a 15% cap, rebalanced quarterly. The Defense 10 Index tracks the top 10 aerospace and defense companies, requiring at least 50% of revenue from defense, weighted by free-float market cap with a 15% cap, rebalanced quarterly. The Tech 100 Index tracks the top 100 innovative companies on Nasdaq, covering eight sectors including Technology, Telecommunications, Consumer, and Industrials. Selected and adjusted to 100 by free-float market cap, it has no concentration cap and is rebalanced quarterly.
Binance to Update Spot API FIX TLS Connections on June 8
Odaily reports that Binance issued a notice stating it will update Spot API FIX TLS connections on June 8, 2026, at 03:00 UTC, with an expected duration of approximately one hour. During the update, existing FIX connections may experience intermittent disruptions. Binance requires users to ensure their clients send SNI (Server Name Indication) during the TLS handshake and verify the certificate against the requested hostname before the update. Clients not configured with SNI may receive certificate-related error messages during or after the update, leading to TLS handshake or hostname verification failures. Some Node.js clients may be affected if SNI is not explicitly configured.
Apple Announces WWDC26 to be Held from June 8 to 12, Focusing on AI and Developer Tools
Odaily reports that Apple has announced WWDC26 will be held virtually from June 8 to 12, with an in-person special event at Apple Park on June 8. The conference will unveil the latest software updates for iOS, iPadOS, macOS, watchOS, and visionOS platforms, along with AI-related technologies. It will feature over 100 video sessions and interactive labs. Global developers can participate via the official website, Developer app, YouTube, and Bilibili in China.
MarketCards Launches First MintBox; Fair Lottery for Tokenized Interests to Open Trading on June 8
Odaily reports that MarketCards, a trading card platform, will officially open participation for its first MintBox on June 4. This is the platform's inaugural launch event, releasing Tokenized Interests of rare cards (all one-of-one items) to all participants in a 100% public manner.
The core of MintBox is an initial public offering mechanism for tokenized interests. Once a card series is tokenized on MarketCards, participation can be opened through MintBox.
Users participate with USDC. The platform will distribute tokenized interests to winning users through a public and verifiable lottery mechanism. Unsuccessful USDC contributions can be claimed after the results are announced, requiring manual withdrawal by the user. The mechanism is built on Box (blind box) + Ticket (voucher) + Draw Factor (lottery factor), ensuring that each distribution simultaneously achieves the three key features of openness, transparency, and verifiability.
Secondary trading for the tokenized interests will open at 16:00 Beijing time on June 8.
June 9
Arthur Hayes: Liquidated All HYPE and NEAR Holdings; Will Explain Reasons Next Tuesday
Odaily reports that Arthur Hayes posted on X, stating he has liquidated all his HYPE and NEAR positions. He will explain the reasons in an article titled "Reality Test" releasing next Tuesday.
Hayes stated that the Iran conflict and inventory replenishment will push energy prices higher; three major AI companies will IPO between now and early Q3; he predicts Trump will pivot against AI to help Republicans win the midterm elections; he believes the market peak will occur between now and September. He said it is time to take profits and step back without worrying about holdings.
Ondo Perps to Launch on June 9
Odaily reports, according to official sources, Ondo Perps announced it will launch on June 9. Ondo Perps is the first perpetual contract platform built specifically for Real World Assets (RWA).
June 10
US to Release May CPI Data on June 10
Odaily reports that on June 10 (Wednesday) at 20:30 Beijing time, the US will release the May unadjusted CPI, and the monthly rates for May seasonally adjusted CPI and core CPI.
Binance Plans to Launch Stock Lending Product FPSL on June 10
Odaily reports that Binance announced its stock lending product FPSL is now scheduled to launch on June 10. Users can lend out their held stocks through FPSL to generate income, and can still sell their positions at any time while the stocks are being lent out. However, they must temporarily forgo the corresponding proxy voting rights, and dividends will be distributed in the form of cash-in-lieu.
Binance to Support NEAR Protocol Network Upgrade and Hard Fork on June 10
Odaily reports that Binance announced it will suspend token deposits and withdrawals for the NEAR Protocol (NEAR) network starting approximately at 07:00 (UTC+8) on June 10, 2026, to support its network upgrade and hard fork. The project team expects the network upgrade and hard fork to occur around 08:00 (UTC+8) on June 10, 2026.
June 11
European Central Bank to Announce Interest Rate Decision
Odaily reports that on June 11 (Thursday) at 20:15 Beijing time, the European Central Bank will announce its interest rate decision.
June 12
2026 World Cup to Kick Off Early Morning on June 12
Odaily reports that the 2026 World Cup will officially kick off at 3:00 AM Beijing time on Friday, June 12. Hosted jointly by the United States, Mexico, and Canada, this is the first World Cup in history to be co-hosted by three countries, and the tournament has expanded to 48 teams.
SpaceX Expected to List on June 12
Odaily reports that according to sources, SpaceX may set its initial public offering price as early as June 11, with shares set to list on June 12. SpaceX will choose Nasdaq for its IPO, and its stock will trade under the ticker “SPCX.” (Jin Shi)
Futu: Suspending Buy (Open) Trades for Existing Accounts in Mainland China from June 12
Odaily reports that Futu Holdings announced it will make corresponding adjustments to services for existing investors in Mainland China to comply with the two-year centralized rectification period's industry regulatory requirements and promote the standardized development of cross-border securities businesses.
Starting from June 12, 2026 (Beijing time), investment accounts will have the following adjustments: 1. Trading services in Mainland China: Suspend buy (open) trades for all products including stocks; sell (close) trades remain unaffected. 2. Fund transfer services in Mainland China: Suspend fund transfer-in services. (Jin Shi)
Odaily reports that Tiger Brokers issued a notice stating that to comply with the two-year centralized rectification period's industry regulatory requirements and promote the standardized development of cross-border securities businesses, it will make corresponding adjustments to services for existing investor accounts in Mainland China. Starting from June 12, 2026 (Beijing time), regarding domestic trading services, it will suspend new open and add positions trades for all products including stocks, supporting only sell and close operations; regarding domestic fund transfer services, it will suspend fund transfers in, while the transfer-out function remains normal, fully ensuring customer fund security. Tiger Brokers stated that this adjustment will not affect services provided to existing investors abroad, nor will it impact the asset security of all customers. Customers can normally check their accounts, hold, and sell existing positions. (Securities Times)
June 13
None
June 14
None
Other (Date TBD)
House Committee Preparing Crypto Tax Legislation; Hearing Possible as Early as Next Week
Odaily reports that the US House Ways and Means Committee is preparing legislation to establish a tax structure for cryptocurrencies, potentially releasing it as early as Friday, followed by a hearing early next week. Committee Chairman Jason Smith has made creating a digital asset tax framework a top priority, and the Treasury Department is involved in the process.
The committee is expected to release seven bills covering: when tokens from mining or staking are taxed; exempting certain stablecoin transactions from capital gains tax; parity in tax treatment between digital assets and securities (including for charitable donations); a safe harbor allowing foreign investors to trade US securities without being taxed as domestic corporations; and extending wash sale rules to digital assets. (Bloomberg)
Odaily reports that Coinbase Ventures stated it has invested in Ethena by purchasing ENA tokens on the open market. Following the announcement, ENA rose approximately 6% in the past 24 hours.
Ethena stated that the two parties will collaborate to advance on-chain finance and savings products. Coinbase also mentioned building closer cooperation, involving Circle's stablecoin USDC.
Ethena founder Guy Young said that Ethena's products will gain access to Coinbase's user base of over 100 million for the first time next week, supporting its dollar-denominated savings products. The market is watching how the two parties will collaborate around USDC and Ethena's synthetic dollar USDe. This move also comes as the US "Clarity Act" remains in a legislative stalemate, where the bill touches upon whether platforms like Coinbase can offer stablecoin holding rewards to users, with banking lobbying groups consistently opposing similar stablecoin yield arrangements. (The Block)
