E16 - Talking TAO: How Siam Trades Subnets

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 mathWhy most subnets bleed before they moon - and how to time entriesThe tools and metrics DSV uses to scout new opportunitiesSiam’s take on “glass ceilings,” Goldilocks zones, and high EV bandsAnd 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 t...