Is AI Entering the "DAT Season" Stage of the Cycle?

from The DeFi Report · host Michael Nadeau

🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----AI may be entering its late-cycle phase as Wall Street finds new ways to keep the boom funded. Mike and Ryan unpack Nvidia’s $500 billion financing push, why it echoes crypto’s DAT season, and whether leverage is extending the AI trade or creating hidden risk. They also cover Treasury buybacks, Bitcoin’s $60K–$65K buy wall, and where Mike sees the next “fat pitch” opportunity.----TIMESTAMPS0:00 Intro0:13 AI Trade Setup3:12 On-Chain Milestone6:57 Bitcoin Buy Wall10:59 Treasury Buyback Shift14:14 NVIDIA’s Credit Machine25:24 AI Bull vs Bear30:21 Real Yields Surge36:03 Bear Market Outlook39:04 The Next Fat Pitch----Not financial or tax advice. For educational purposes only.