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Talking TAO: How Siam Trades Subnets

Talking TAO: How Siam Trades Subnets

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About this listen

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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