The DeFi Report(@the_defi_report):NEW REPORT: Is AI Entering the "DAT Season" Stage of the Cycle? AI may be entering its late-cycle phase as Wall Street finds new ways to keep the boom funded. @JustDeauIt and @RyanSAdams 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. [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

2026.08.19 19:31

NEW REPORT: Is AI Entering the "DAT Season" Stage of the Cycle? AI may be entering its late-cycle phase as Wall Street finds new ways to keep the boom funded. @JustDeauIt and @RyanSAdams 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. [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