Talking TAO: How Siam Trades Subnets
Update: 2025-07-16
Description
Siam and Mark are back for a deep dive into how DSV actually trades subnets.
We cover:
- Why the TAO halving has quietly moved forward (and what that changes)
- How Siam maps alpha price ceilings using emissions math
- Why most subnets bleed before they moon - and how to time entries
- The tools and metrics DSV uses to scout new opportunities
- Siam’s take on “glass ceilings,” Goldilocks zones, and high EV bands
- And how DSV balances long-term strategic OTC plays with short-term alpha trades
This one’s a masterclass in Bittensor subnet trading - from a fund that lives and breathes it.
Grab a notepad. Maybe two.
Follow @siamkidd and @markcreaser on X for more.
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