{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The DeFi Report","title":"Is AI Entering the \"DAT Season\" Stage of the Cycle?","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/73b513e6\"></iframe>","width":"100%","height":180,"duration":2546,"description":"🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE\nhttps://thedefireport.cc/tdr-rss\nhttps://thedefireport.io/friends\nhttps://thedefireport.transistor.fm/\nhttps://x.com/the_defi_report\nhttps://x.com/JustDeauIt\n\n----\nAI 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.\n\n----\nTIMESTAMPS\n\n0:00 Intro\n0:13 AI Trade Setup\n3:12 On-Chain Milestone\n6:57 Bitcoin Buy Wall\n10:59 Treasury Buyback Shift\n14:14 NVIDIA’s Credit Machine\n25:24 AI Bull vs Bear\n30:21 Real Yields Surge\n36:03 Bear Market Outlook\n39:04 The Next Fat Pitch\n\n----\nNot financial or tax advice. For educational purposes only.","thumbnail_url":"https://img.transistorcdn.com/lP4Yevy9NR9RPfTijbL4-ksbx-kOKq7JnYtbwM20Nzo/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jNDZl/ZjZjNDNiZmU5NDE5/YTg1MjBkMmQwMGZl/MmZjYy5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}