Markets Sending, Just Buy Consensus, Meta's AI Moment & Who Wins Tokenization? | Weekly Roundup

Buying consensus, high-liquidity crypto and AI names has outperformed contrarian rotation, hosts argue, as regulators move pro-innovation absent CLARITY Act passage.

• Consensus beats cleverness: Rob and Santi argue chasing consensus names (Bitcoin, Solana, hyperliquid, Venice, Zcash) has outperformed contrarian rotations, citing NVIDIA and hyperliquid at $20 as prior 'obvious' trades that still ran.
• Rate jitters persist: Hosts note the 10-year yield is drifting toward 7% amid Fed-hike concerns tied to Kevin Warsh, even as crypto rallies without CLARITY Act passage.

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