Допис

$ICP is a mid-L1 compute name. Canister activity is the tell; the token still marks to risk-on. $MNT is L2 + treasury duration. $ETH beta first, Mantle flow second. $CFX is China-adjacent L1 mid-cap. Headlines spike it; liquidity keeps it honest. Mid L1s are not majors. Size the book, not the market cap rank.