Daily briefing

October 14, 2026

Archived briefing. These are the numbers as they stood on 2026-10-14 — not recalculated with today's data.

Atlas Regime

Medium confidence

SELECTIVE

The network is moving, but not together — more subnets are being sold than bought.

What changed

vs Oct 13

Outflow deepened

Net flow widened 28% to -2.9K τ, while fewer subnets were bought than the day before (35 up / 66 down).

What to watch today

signals, not recommendations
Outflow confirmed-1.1K τ
Teutonic

Second day of selling · Moderate outflow

-32 τ yesterday, -1.1K τ today — the direction held.

Reversing-653 τ
TrajectoryRL

Flipped to outflow · Moderate outflow

Went from +22 τ yesterday to -653 τ today.

Weakening+333 τ
SayGM

Losing force · Moderate inflow

+1.8K τ yesterday down to +333 τ today — same direction, roughly half the size.

Atlas Map

Capital movement across the subnet economy

$1.0M$10M$100MApex · SN1DSperse · SN2Teutonic · SN3Hone · SN5Numinous · SN6Allways · SN7iota · SN9Pareton · SN10TrajectoryRL · SN11Compute Horde · SN12Data Universe · SN13Cacheon · SN14ORO · SN15404—GEN · SN17Zeus · SN18blockmachine · SN19Witness · SN20AdTAO · SN21Desearch · SN22Trishool · SN23Quasar · SN24UR · SN25Perturb · SN26Orion · SN27SayGM · SN28hoτfloaτ · SN29Endure Network · SN30rec4ll · SN31ItsAI · SN32ReadyAI · SN33BitMind · SN34Aurelius · SN37ChronoLLM · SN38Ralph · SN40Almanac · SN41Graphite · SN43Score · SN44AlphaRidge.ai · SN45Instant · SN46GPUForge · SN47Quantum Compute · SN48Nepher Robotics · SN49Synth · SN50Dojo · SN52engy · SN53Yanez · SN54NIOME · SN55Gradients · SN56Attune · SN58Bitsec.ai · SN60RedTeam · SN61Ridges · SN62Enigma · SN63True Performance Network · SN65conjectures · SN66Harnyx · SN67NOVA · SN68Herald · SN69Leadpoet · SN71StreetVision by NATIX · SN72Parked · SN73Gittensor · SN74Hippius · SN75Liquidity · SN77Umi · SN78MVTRX · SN79OpenRoboto · SN80Reliquary · SN81CliqueAI · SN83Vidaio · SN85Provenonce · SN87Investing · SN88InfiniteQuant · SN89KubeTEE · SN90cascade · SN91Cathedral · SN94Actual · SN95Verathos · SN96Albedo · SN97NeverPlayAlone · SN98Thirty Spokes · SN99Cortex · SN100Tag101 · SN101ConnitoAI · SN102TAOstatus · SN104Beam · SN105Nodexo · SN106Minos · SN107ChipForge · SN108Finsight · SN109Green Compute · SN110Claims · SN111THOR · SN112SOMA · SN114MoirAI · SN115Carbon · SN116everyframe.studio · SN117Ditto · SN118CapabilityForge Next · SN119Affine · SN120sundae_bar · SN121CookingTAO · SN122MANTIS · SN123Swarm · SN124Refinery · SN125Attelier · SN126Astrid · SN127ByteLeap · SN128Targon · SN4Vanta · SN8lium.io · SN51Chutes · SN64Bitcast · SN93lium.ioChutesTargonVantaBitcastQuasarChipForge← CAPITAL LEAVING26 subnets · -5.2K τCAPITAL ENTERING →16 subnets · +3.8K τMARKET CAP · LOG SCALENEUTRAL ±1% OF POOL
OutflowNeutralInflowExternal revenueSize = liquidity

113 mapped · 15 excluded for

Mapped subnets, from largest outflow to largest inflow: UR: market cap $8.4M, net 24h flow -591 τ; Provenonce: market cap $1.5M, net 24h flow -54 τ; ChipForge: market cap $0.5M, net 24h flow -51 τ; Nepher Robotics: market cap $4.7M, net 24h flow -156 τ; Ralph: market cap $0.7M, net 24h flow -47 τ; TrajectoryRL: market cap $10.0M, net 24h flow -653 τ; CookingTAO: market cap $1.0M, net 24h flow -43 τ; SOMA: market cap $12M, net 24h flow -274 τ; Thirty Spokes: market cap $0.5M, net 24h flow -14 τ; AlphaRidge.ai: market cap $3.2M, net 24h flow -147 τ; Cortex: market cap $1.9M, net 24h flow -56 τ; THOR: market cap $4.4M, net 24h flow -120 τ; Claims: market cap $4.9M, net 24h flow -108 τ; Enigma: market cap $5.9M, net 24h flow -176 τ; Perturb: market cap $1.1M, net 24h flow -25 τ; Minos: market cap $20M, net 24h flow -301 τ; Teutonic: market cap $40M, net 24h flow -1.1K τ; Desearch: market cap $4.2M, net 24h flow -100 τ; GPUForge: market cap $0.7M, net 24h flow -13 τ; rec4ll: market cap $1.7M, net 24h flow -23 τ; Bitsec.ai: market cap $5.8M, net 24h flow -90 τ; AdTAO: market cap $7.8M, net 24h flow -114 τ; iota: market cap $34M, net 24h flow -613 τ; Almanac: market cap $9.6M, net 24h flow -166 τ; Albedo: market cap $7.2M, net 24h flow -120 τ; ChronoLLM: market cap $11M, net 24h flow -87 τ; ORO: market cap $12M, net 24h flow -135 τ; Quantum Compute: market cap $7.5M, net 24h flow -113 τ; Astrid: market cap $1.9M, net 24h flow -27 τ; Finsight: market cap $1.3M, net 24h flow -12 τ; Affine: market cap $52M, net 24h flow -615 τ; Compute Horde: market cap $6.4M, net 24h flow -105 τ; everyframe.studio: market cap $2.0M, net 24h flow -22 τ; Green Compute: market cap $19M, net 24h flow -66 τ; Harnyx: market cap $1.4M, net 24h flow -16 τ; Allways: market cap $3.5M, net 24h flow -31 τ; Zeus: market cap $5.8M, net 24h flow -54 τ; 404—GEN: market cap $13M, net 24h flow -132 τ; ItsAI: market cap $4.5M, net 24h flow -28 τ; MANTIS: market cap $2.7M, net 24h flow -19 τ; Hone: market cap $16M, net 24h flow -112 τ; Numinous: market cap $3.7M, net 24h flow -21 τ; Bitcast: market cap $23M, net 24h flow -65 τ; CliqueAI: market cap $7.9M, net 24h flow -21 τ; Ditto: market cap $5.2M, net 24h flow -16 τ; Liquidity: market cap $7.7M, net 24h flow -30 τ; conjectures: market cap $4.2M, net 24h flow -17 τ; Targon: market cap $84M, net 24h flow -342 τ; NOVA: market cap $29M, net 24h flow -107 τ; Attune: market cap $1.8M, net 24h flow -3 τ; Chutes: market cap $117M, net 24h flow -486 τ; Investing: market cap $4.1M, net 24h flow -13 τ; RedTeam: market cap $18M, net 24h flow -28 τ; Beam: market cap $4.1M, net 24h flow -9 τ; Gittensor: market cap $4.1M, net 24h flow -11 τ; Swarm: market cap $11M, net 24h flow -21 τ; Gradients: market cap $22M, net 24h flow -84 τ; Ridges: market cap $14M, net 24h flow -46 τ; InfiniteQuant: market cap $3.7M, net 24h flow -10 τ; Herald: market cap $2.6M, net 24h flow -5 τ; MVTRX: market cap $4.2M, net 24h flow -9 τ; Refinery: market cap $2.4M, net 24h flow -7 τ; Umi: market cap $1.4M, net 24h flow -2 τ; BitMind: market cap $19M, net 24h flow -43 τ; Apex: market cap $9.4M, net 24h flow -27 τ; Data Universe: market cap $6.5M, net 24h flow -20 τ; Tag101: market cap $2.7M, net 24h flow -2 τ; Vanta: market cap $45M, net 24h flow -36 τ; Parked: market cap $3.6M, net 24h flow -3 τ; Attelier: market cap $1.9M, net 24h flow -0 τ; ReadyAI: market cap $4.9M, net 24h flow -2 τ; Cacheon: market cap $12M, net 24h flow -2 τ; ByteLeap: market cap $3.5M, net 24h flow -0 τ; TAOstatus: market cap $5.1M, net 24h flow -0 τ; hoτfloaτ: market cap $3.9M, net 24h flow -0 τ; Carbon: market cap $1.8M, net 24h flow +0 τ; Dojo: market cap $8.2M, net 24h flow +1 τ; Graphite: market cap $5.7M, net 24h flow +1 τ; StreetVision by NATIX: market cap $3.0M, net 24h flow +6 τ; DSperse: market cap $4.3M, net 24h flow +7 τ; blockmachine: market cap $13M, net 24h flow +32 τ; lium.io: market cap $148M, net 24h flow +195 τ; Reliquary: market cap $7.4M, net 24h flow +31 τ; cascade: market cap $2.0M, net 24h flow +6 τ; sundae_bar: market cap $3.4M, net 24h flow +11 τ; Synth: market cap $7.0M, net 24h flow +35 τ; Witness: market cap $3.1M, net 24h flow +23 τ; Score: market cap $55M, net 24h flow +371 τ; Trishool: market cap $6.8M, net 24h flow +47 τ; Actual: market cap $26M, net 24h flow +168 τ; NeverPlayAlone: market cap $2.3M, net 24h flow +32 τ; Pareton: market cap $8.6M, net 24h flow +109 τ; CapabilityForge Next: market cap $1.4M, net 24h flow +24 τ; Hippius: market cap $24M, net 24h flow +273 τ; Vidaio: market cap $8.4M, net 24h flow +115 τ; ConnitoAI: market cap $2.5M, net 24h flow +30 τ; Aurelius: market cap $3.9M, net 24h flow +72 τ; Cathedral: market cap $2.3M, net 24h flow +25 τ; OpenRoboto: market cap $16M, net 24h flow +66 τ; SayGM: market cap $43M, net 24h flow +333 τ; Endure Network: market cap $5.0M, net 24h flow +102 τ; engy: market cap $65M, net 24h flow +548 τ; Yanez: market cap $9.1M, net 24h flow +128 τ; True Performance Network: market cap $3.6M, net 24h flow +85 τ; Nodexo: market cap $2.6M, net 24h flow +107 τ; Verathos: market cap $1.7M, net 24h flow +60 τ; Leadpoet: market cap $7.6M, net 24h flow +135 τ; NIOME: market cap $3.5M, net 24h flow +142 τ; MoirAI: market cap $1.5M, net 24h flow +113 τ; Quasar: market cap $11M, net 24h flow +756 τ; Orion: market cap $3.8M, net 24h flow +380 τ; Instant: market cap $5.8M, net 24h flow +586 τ; KubeTEE: market cap $4.4M, net 24h flow +211 τ. The full directory with sorting and filters is at /subnets.

Network pulse

116 active subnets

Net 24h flow

-2.9K τ

buys − sells

24h volume

132.0K τ

BoughtSold
35% · 3566 · 65%
ConcentrationRest of network
27%73%
TAO $278Strongest momentum Quasar Active

Valuation pulse

Explore valuation →

Revenue-backed cap

$417M

5 subnets · live

Annualized revenue

$12M

215d old · STALE

Aggregate multiple

36.1×

cap ÷ revenue

Revenue multiple · log scale

11.8× → 92.9×

← Lower multipleHigher multiple →

Revenue coverage

Subnets3.9%

5 / 128

Market cap12.6%

$417M

Flow extremes

View all flows →
↓ OutflowInflow ↑

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Research, not financial advice.