Daily briefing
September 30, 2026
Archived briefing. These are the numbers as they stood on 2026-09-30 — not recalculated with today's data.
Atlas Regime
Medium confidenceSELECTIVE
The network is moving, but not together — more subnets are being sold than bought. Flow is spread across many subnets, while net TAO left subnet pools (6.4% of gross volume).
What changed
Historical tracking has begun. SubnetAtlas now stores a network snapshot every day, so day-over-day changes — rank moves, signal changes, regime shifts — will appear here from the next snapshot onward.
What to watch today
signals, not recommendationsAtlas Map
Capital movement across the subnet economy
Select a subnet for its figures — hover, tap, or focus the map and use the arrow keys. 113 mapped · 15 pools too thin to place.
Mapped subnets, from largest outflow to largest inflow: Bitsec.ai: market cap $6.2M, net 24h flow -390 τ; Actual: market cap $24M, net 24h flow -2.5K τ; ConnitoAI: market cap $2.5M, net 24h flow -181 τ; ChronoLLM: market cap $11M, net 24h flow -313 τ; iota: market cap $36M, net 24h flow -1.7K τ; RedTeam: market cap $17M, net 24h flow -375 τ; Minos: market cap $22M, net 24h flow -574 τ; Hippius: market cap $24M, net 24h flow -746 τ; Ditto: market cap $6.1M, net 24h flow -136 τ; Provenonce: market cap $2.1M, net 24h flow -38 τ; Parked: market cap $3.9M, net 24h flow -146 τ; SayGM: market cap $30M, net 24h flow -437 τ; Teutonic: market cap $47M, net 24h flow -1.5K τ; for sale: market cap $0.5M, net 24h flow -15 τ; Score: market cap $56M, net 24h flow -1.0K τ; Green Compute: market cap $15M, net 24h flow -133 τ; Swarm: market cap $11M, net 24h flow -183 τ; Umi: market cap $1.4M, net 24h flow -21 τ; conjectures: market cap $5.1M, net 24h flow -101 τ; True Performance Network: market cap $3.0M, net 24h flow -74 τ; NIOME: market cap $3.9M, net 24h flow -86 τ; Pareton: market cap $9.9M, net 24h flow -177 τ; Targon: market cap $91M, net 24h flow -1.4K τ; Cortex: market cap $2.0M, net 24h flow -24 τ; Affine: market cap $58M, net 24h flow -757 τ; 404—GEN: market cap $15M, net 24h flow -230 τ; Leadpoet: market cap $5.5M, net 24h flow -44 τ; Attelier: market cap $2.0M, net 24h flow -20 τ; MoirAI: market cap $1.6M, net 24h flow -27 τ; AlphaRidge.ai: market cap $3.7M, net 24h flow -49 τ; Nodexo: market cap $2.6M, net 24h flow -41 τ; Vanta: market cap $46M, net 24h flow -570 τ; Ralph: market cap $0.8M, net 24h flow -10 τ; Instant: market cap $5.1M, net 24h flow -54 τ; Chutes: market cap $129M, net 24h flow -1.3K τ; UR: market cap $10M, net 24h flow -76 τ; ORO: market cap $13M, net 24h flow -78 τ; ItsAI: market cap $5.1M, net 24h flow -32 τ; Synth: market cap $6.5M, net 24h flow -47 τ; Harnyx: market cap $1.6M, net 24h flow -11 τ; Gradients: market cap $24M, net 24h flow -198 τ; Available: market cap $0.3M, net 24h flow -2 τ; sundae_bar: market cap $3.7M, net 24h flow -22 τ; GPUForge: market cap $0.9M, net 24h flow -4 τ; Endure Network: market cap $5.1M, net 24h flow -26 τ; Data Universe: market cap $7.8M, net 24h flow -51 τ; everyframe.studio: market cap $2.2M, net 24h flow -8 τ; Allways: market cap $3.9M, net 24h flow -14 τ; CliqueAI: market cap $8.8M, net 24h flow -19 τ; Ridges: market cap $17M, net 24h flow -67 τ; rec4ll: market cap $1.9M, net 24h flow -4 τ; BitMind: market cap $19M, net 24h flow -74 τ; blockmachine: market cap $14M, net 24h flow -55 τ; Tag101: market cap $2.9M, net 24h flow -6 τ; ReadyAI: market cap $5.9M, net 24h flow -23 τ; Herald: market cap $2.9M, net 24h flow -7 τ; Enigma: market cap $6.6M, net 24h flow -16 τ; Hone: market cap $17M, net 24h flow -50 τ; MANTIS: market cap $2.9M, net 24h flow -8 τ; Apex: market cap $10M, net 24h flow -33 τ; InfiniteQuant: market cap $4.0M, net 24h flow -7 τ; Verathos: market cap $1.6M, net 24h flow -3 τ; Liquidity: market cap $8.5M, net 24h flow -13 τ; CapabilityForge Next: market cap $1.4M, net 24h flow -3 τ; Cacheon: market cap $13M, net 24h flow -24 τ; Aurelius: market cap $3.9M, net 24h flow -6 τ; Claims: market cap $5.5M, net 24h flow -4 τ; Quantum Compute: market cap $6.4M, net 24h flow -6 τ; TrajectoryRL: market cap $11M, net 24h flow -10 τ; Refinery: market cap $2.7M, net 24h flow -2 τ; Numinous: market cap $3.9M, net 24h flow -2 τ; Desearch: market cap $4.4M, net 24h flow -1 τ; Witness: market cap $3.1M, net 24h flow -1 τ; NeverPlayAlone: market cap $2.4M, net 24h flow -0 τ; hoτfloaτ: market cap $4.6M, net 24h flow -0 τ; ByteLeap: market cap $3.7M, net 24h flow +0 τ; cascade: market cap $2.0M, net 24h flow +1 τ; Dojo: market cap $8.9M, net 24h flow +3 τ; StreetVision by NATIX: market cap $3.1M, net 24h flow +2 τ; Compute Horde: market cap $6.6M, net 24h flow +4 τ; Graphite: market cap $6.1M, net 24h flow +5 τ; TAOstatus: market cap $5.5M, net 24h flow +6 τ; DSperse: market cap $4.8M, net 24h flow +10 τ; LongShort: market cap $1.0M, net 24h flow +3 τ; Astrid: market cap $2.1M, net 24h flow +7 τ; lium.io: market cap $138M, net 24h flow +567 τ; Finsight: market cap $1.0M, net 24h flow +5 τ; Investing: market cap $4.6M, net 24h flow +29 τ; Albedo: market cap $9.0M, net 24h flow +58 τ; NOVA: market cap $34M, net 24h flow +235 τ; engy: market cap $58M, net 24h flow +222 τ; Yanez: market cap $9.4M, net 24h flow +63 τ; OpenRoboto: market cap $17M, net 24h flow +35 τ; Orion: market cap $3.2M, net 24h flow +42 τ; Almanac: market cap $11M, net 24h flow +140 τ; Perturb: market cap $1.1M, net 24h flow +18 τ; Bitcast: market cap $24M, net 24h flow +274 τ; MVTRX: market cap $4.5M, net 24h flow +93 τ; for sale: market cap $4.5M, net 24h flow +121 τ; SOMA: market cap $11M, net 24h flow +198 τ; Gittensor: market cap $4.7M, net 24h flow +143 τ; KubeTEE: market cap $3.8M, net 24h flow +86 τ; AdTAO: market cap $5.5M, net 24h flow +204 τ; Vidaio: market cap $8.5M, net 24h flow +377 τ; Beam: market cap $5.0M, net 24h flow +145 τ; Trishool: market cap $7.9M, net 24h flow +250 τ; Nepher Robotics: market cap $6.2M, net 24h flow +150 τ; Ormas: market cap $0.3M, net 24h flow +18 τ; Quasar: market cap $8.2M, net 24h flow +442 τ; Zeus: market cap $6.8M, net 24h flow +522 τ; Reliquary: market cap $8.6M, net 24h flow +1.1K τ; Cathedral: market cap $2.9M, net 24h flow +157 τ; CookingTAO: market cap $1.3M, net 24h flow +207 τ. The full directory with sorting and filters is at /subnets.
Network pulse
118 active subnetsNet 24h flow
-10.5K τ
buys − sells
24h volume
165.2K τ
gross, both sides
Valuation pulse
Explore valuation →Revenue-backed cap
$428M
5 subnets · live
Annualized revenue
$12M
155d old · STALE
Aggregate multiple
37.1×
cap ÷ revenue
Emissions excluded — external customer revenue only. Revenue covers a period ending 155 days ago. Market cap is live, so the multiple compares today's valuation against an older revenue disclosure. Movement since then reflects the cap, not measured business performance. Methodology
Flow extremes
View all flows →Share this briefing
Bittensor subnets — Sep 30 Atlas Regime: SELECTIVE (medium confidence) Net 24h flow: -10.5K τ across 118 subnets Breadth: 30 up / 65 down Most bought: Reliquary +1.1K τ subnetatlas.com
Flow is net TAO into each subnet pool over 24 hours — buy volume minus sell volume, emissions excluded. Research, not financial advice.
