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 tradesThis 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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