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.