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2026-07-30：Hawkish Fed Dissent Meets a $43 Billion L2 Exodus: Why Capital is Fleeing the Margins for Ethereum Mainnet Yields
A $43 billion retreat from Ethereum Layer-2s should have cracked the broader crypto story. Instead, Ethereum mainnet DeFi is holding near $40 billion, Bitcoin is absorbing a hawkish Fed shock, and the market’s attention is drifting toward tokenized real-world assets. Is this a structural vote against Layer-2 economics, or the beginning of a more institutional crypto cycle? We unpack why Bitcoin held near $64,000 while long Treasury yields pushed above 5%, why ETH faces a decisive $2,000 threshold, and why ONDO is gaining traction as RWA value reaches $32.2 billion. Then comes the…
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