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mr.zulkichohan
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.
#FedOctHikeOddsHit55% #CryptoTaxAndBTCReserve #SECCFTCOnchainRules
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