Investor Update Q2 2025

Investor Update – Key Takeaways

NAV climbed from $411 → $487 Modest recovery, still down YTD – but trending the right way.
TAO outlook compared to ETH in 2016 Siam sees near-perfect fractal alignment pre-halving. December halving = major supply shock setup.
OTC deals driving alpha accumulation Up to 50% discounts secured. Some deals doubled our position on day one.
DSV now top choice for subnet OTCs Builders are approaching us. Credibility, trust, and visibility from “Revenue Search” giving us first dibs.
Fund admin switching to NAV Consulting Faster NAVs, better reporting, smoother KYC/onboarding for new investors.
Private Offering Memorandum (POM) update incoming Expanding mandate to include subnet equity, clarify custody, and reflect active trading strategy.
Bull market officially underway ETH/BTC ratio bouncing, Bitcoin dominance dropping, meme coins ripping – macro cycle says go.
Idle TAO ready for deployment Waiting on subnet alpha breakout. Patience = optionality.
Early-stage subnet outreach increasing Projects are courting DSV before they launch. Our insider positioning is paying off.
Still raising – targeting $20M Capital will go straight into high-conviction subnet plays. Introductions welcome.