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.