PA图说 | 一图了解2026年7月Web3大事件

marsbitPubblicato 2026-07-01Pubblicato ultima volta 2026-07-01

Introduzione

2026年7月，Web3与加密市场将迎来一系列关键事件。宏观层面，美国将公布6月非农、CPI等经济数据，美联储也将发布FOMC会议纪要和经济状况褐皮书，影响市场流动性预期。监管合规方面迎来重要节点：欧盟的MiCA法规过渡期结束，美国市场结构法案也迎来目标截止日，相关监管讨论将持续进行。市场需关注代币解锁带来的波动，ENA、PUMP等项目代币将在7月陆续解锁。生态发展方面，Robinhood或公布代币化金融新产品，预示“加密新时代”；Securitize计划以代码SECZ在纽交所上市。同时，Botanix、Legend等多个项目将陆续关闭服务或终止支持，用户需留意资产迁移安排。此外，上海国际具身智能产业博览会、WebX 2026等行业盛会以及世界杯决赛将相继举行。科技领域，SpaceX将被纳入纳斯达克100指数，ASML与台积电将发布第二季度财报。总体来看，7月市场将在宏观政策、监管落地与生态轮动中探寻新的方向。

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7月的加密市场,宏观利率决议、监管合规、代币解锁、项目和科技事件密集交织,核心看点:

📌 美国公布6月非农、CPI数据,美联储FOMC会议纪要、经济状况褐皮书等将陆续公布。

🏛️ 监管合规方面,欧盟MiCA过渡期结束,美国市场结构法案迎目标截止日,Clarity法案相关讨论也将推进。

🪙 ENA、PUMP、等代币将在7月陆续解锁,需关注市场波动。

🚀 项目方面,Robinhood预告“加密新时代”,或公布代币化金融新产品;Securitize拟以SECZ代码在纽交所上市。

⚠️ Botanix、Legend等多个项目服务陆续关闭或终止支持,用户需注意资产提取与迁移安排。

🌐 上海国际具身智能产业博览会、WebX 2026、世界杯决赛将举行

💼 SpaceX纳入纳斯达克100指数;ASML与台积电将发布Q2财报。

7月市场或继续在流动性预期、政策落地与生态轮动中寻找新方向。

全球焦点事件汇聚,锁定2026年7月Web3核心脉络,就看这一张!

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Domande pertinenti

Q2026年7月的加密市场有哪些主要的宏观关注点？

A主要宏观关注点包括：美国将公布6月非农和CPI数据；美联储将发布FOMC会议纪要和经济状况褐皮书。

Q根据文章，2026年7月有哪些重要的监管合规事件？

A重要的监管合规事件有：欧盟MiCA过渡期结束；美国市场结构法案迎来目标截止日；关于Clarity法案的讨论也将推进。

Q文中提到了哪些项目或公司层面的重要动态？

A重要动态包括：Robinhood预告“加密新时代”，可能公布代币化金融新产品；Securitize计划以SECZ代码在纽约证券交易所上市。

Q在2026年7月，有哪些代币需要注意其解锁带来的市场影响？

AENA和PUMP等代币将在7月陆续解锁，文章提示需要关注其可能带来的市场波动。

Q除了加密和金融领域，2026年7月还有哪些全球性的大型活动或事件？

A其他大型活动包括：上海国际具身智能产业博览会、WebX 2026大会以及世界杯决赛。

Letture associate

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The upcoming Glamsterdam upgrade, scheduled for late 2026, is considered Ethereum's most significant change since The Merge. It focuses on fundamentally restructuring Ethereum's block production, transaction execution, and gas pricing to enable major scalability improvements while preserving decentralization. The upgrade centers on three key innovations: * **Enshrined PBS (ePBS)**: Moves the Proposer-Builder Separation mechanism into the protocol's core, eliminating reliance on external relays. This reorganizes the block pipeline, extending the time window for processing execution payloads, which is crucial for safely increasing block capacity. * **Block-Level Access Lists (BALs)**: Attaches a "map" to each block, declaring in advance which state data its transactions will access. This enables potential parallel transaction processing and faster node synchronization, breaking a key performance bottleneck. * **Gas Repricing**: Introduces a more accurate resource pricing model by separating computation costs from state storage costs. This discourages uncontrolled state growth by making operations that create permanent data (like new accounts) more accurately reflect their long-term network burden. Together, these changes aim to solve the core challenges of increasing Ethereum's throughput (e.g., raising the Gas Limit) without overburdening node hardware or increasing centralization risks. They prepare the infrastructure for higher capacity, targeting a credible post-upgrade capacity of up to 200 million Gas. For users, the impact will be nuanced: * General transaction fees may become lower and more stable as block space increases. * Simple transfers could see cost reductions, while state-intensive operations (like contract deployment) may become relatively more expensive due to the new gas model. * Gas fee estimations by wallets will become more accurate. * L2 networks could benefit long-term from increased data blob capacity. * Standardized logs for all ETH transfers (EIP-7708) will improve tracking for wallets and exchanges. Ultimately, Glamsterdam represents a foundational shift, not a simple block size increase. It seeks to expand Ethereum's capacity by re-engineering its underlying mechanics, maintaining its commitment to decentralization while enabling significant performance gains.

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Circle CEO Responds to the OUSD Challenge: Stablecoin is a Winner-Takes-All Business, and We Won't Slow Down

In response to questions about the OUSD stablecoin initiative, Circle CEO Jeremy Allaire argues that the stablecoin market is a "winner-take-most" platform business driven by powerful network effects, and Circle has no plans to slow down. He outlines three key drivers behind USDC's dominant position: 1. **Protocol/Software Layer Network Effects**: The value of a stablecoin network grows as more developers and services integrate it, creating compounding utility and user preference. Circle has spent nearly a decade building this ecosystem with USDC, now accelerated by mainstream adoption and enhanced by software stacks like CCTP and Gateway for interoperability. 2. **Liquidity Network Effects**: Liquidity begets more liquidity. USDC has achieved top-tier global liquidity—ranking among the top three digital assets alongside BTC and USDT—through nearly a decade of building deep primary and secondary market access across regions and venues. 3. **Regulatory and Policy Integration**: Establishing a global stablecoin requires deep regulatory engagement, licensing, and compliance across key markets—a significant, long-term investment where Circle is a leader. Allaire cites Artemis data showing USDC facilitated 80% of all dollar stablecoin on-chain transaction volume in Q1 2026, with USDT at 20% and all others negligible. He addresses OUSD's purported advantages: "free" minting/burning is often not sustainable in practice; redistributing all revenue can starve essential infrastructure investment; and large consortium models historically struggle with inefficiency and slow execution, unlike focused strategic partnerships. He reaffirms Circle's strong ongoing partnership with Coinbase on USDC and notes Circle collaborates with dozens of other stablecoin issuers through its expanding platform (Arc, CCTP, CPN, etc.). While welcoming OUSD to the ecosystem, Allaire asserts that Circle's vast, trusted network and continued investment make USDC the foundational digital dollar infrastructure for the world.

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Payodex Crypto Exchange Review: Features, Security, Deposits and Withdrawals

This Payodex review outlines the key features of this centralized cryptocurrency exchange, founded in 2018 and operating under Cypriot regulation. The platform caters to both new and experienced traders with a user-friendly interface, low fees, and support for spot, futures, and margin trading (up to 1:20 leverage). Security measures include two-factor authentication, cold wallet storage, and encrypted data. Deposits and withdrawals are crypto-only, with a straightforward process for funding and sending assets externally. The exchange offers API access for automated trading and provides live charts and notifications. While praised for its growing asset selection and features like a referral program, limitations include a smaller altcoin list and potential lower liquidity on some pairs compared to major exchanges. Customer support is available, though response times can vary.

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Q2 Crypto Market Review: Did Bitcoin Rise for 'Nothing'? Did Money Flow to AI and On-Chain?

Q2 2026 Crypto Market Recap: Bitcoin's Gains Erased Amid Shift to AI and On-Chain Activity The second quarter of 2026 saw a significant reversal for the cryptocurrency market. Bitcoin gave back all its April gains, ending Q2 down approximately 11%, while major stock indices posted strong gains. This divergence was driven by a hawkish shift in Fed rate expectations, capital rotation into AI stocks, and weakening liquidity channels into crypto. Key demand pillars deteriorated simultaneously. Spot Bitcoin ETFs recorded net outflows of $4.08 billion for the quarter, with outflows dominating June. Crypto treasury entity Strategy's bitcoin accumulation slowed markedly, and the total stablecoin market cap contracted by ~$4.2 billion. This created a tighter liquidity environment. Exchange data reflected the downturn. Spot trading volumes fell 28% quarter-over-quarter. The market underwent significant deleveraging, with $8.35 billion in long liquidations for BTC and ETH, primarily in late May/early June. Open interest and order book liquidity also declined. Despite the bearish price action, structural developments point to an expanding on-chain ecosystem. These include the rise of tokenized stocks with full legal rights, the growth of RWA (real-world asset) perpetual contracts for trading stocks and commodities 24/7, and the use of crypto markets for price discovery ahead of major events like the SpaceX IPO. On-chain vaults are also emerging as a core layer for institutional capital allocation.

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‘Seems bearish’ – Circle slides 17% as Open USD enters the stablecoin race

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