According to BlockBeats, on June 29th, OnchainLens monitoring revealed that a whale deposited $2 million USDC into HyperLiquid to open 31,255 long positions in crude oil (CL) with 1x leverage, representing a position value of $2.17 million. It's worth noting that this address had previously accumulated losses exceeding $4.06 million.

According to BlockBeats, a recent Invesco survey released on June 29th shows that sovereign investors, covering 90 sovereign wealth funds and 54 central banks, managing a total of $29 trillion in assets, are systematically restructuring their portfolios, shifting their focus towards energy and physical assets. Approximately 80% of surveyed institutions believe that energy security and energy transition infrastructure are the top priorities for enhancing portfolio resilience, with infrastructure asset allocation now reaching 9%. The high energy consumption demands of AI have further boosted the attractiveness of energy assets.

Regarding the dollar's credit crisis, 61% of surveyed central banks believe that the level of US debt is weakening the dollar's long-term reserve status, a significant jump from 20% in 2024; 29% expect the dollar's reserve currency status to weaken within five years, up from 12% in 2022. Some institutions have begun to reduce their reliance on US custodians and clearing systems. One European Central Bank has completed the replacement of its US custodian, while a Latin American central bank has admitted that it is establishing non-US custodian relationships for "extreme situations."

In addition, about one-third of the surveyed institutions plan to increase their gold reserves. An Invesco research director noted, "Resilience is shifting from a bonus to a necessity."