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

Do markets even need CLARITY when quality names and regulators are already sending?

This week, we dig into pro-innovation regulators and consensus momentum trades outperforming clever rotations.

We also explore Muse, inventors rarely winning, tokenization value capture, and $HOOD versus $SOL. Enjoy!

TIMESTAMPS:

00:00 Intro

00:58 Blockworks’ Origins And Crypto’s Red Flags

05:08 Crypto Ripping Without CLARITY?

09:41 Can Consensus Coins Keep Winning?

13:18 Why Dragonfly Shifted Toward Equity

20:48 Is Meta’s AI Bet Underpriced?

33:26 Why Crypto’s First Movers Lost

36:29 Blockworks’ DAS Asia And Unified API