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Is AI Entering the "DAT Season" Stage of the Cycle?
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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.
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TIMESTAMPS
0:00 Intro
0:13 AI Trade Setup
3:12 On-Chain Milestone
6:57 Bitcoin Buy Wall
10:59 Treasury Buyback Shift
14:14 NVIDIA’s Credit Machine
25:24 AI Bull vs Bear
30:21 Real Yields Surge
36:03 Bear Market Outlook
39:04 The Next Fat Pitch
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Not financial or tax advice. For educational purposes only.