Daily briefing
October 15, 2026
Archived briefing. These are the numbers as they stood on 2026-10-15 — not recalculated with today's data.
Atlas Regime
Medium confidenceSELECTIVE
The network is moving, but not together — more subnets are being sold than bought.
What changed
vs Oct 14Outflow deepened
Net flow widened 69% to -4.9K τ, while fewer subnets were bought than the day before (24 up / 78 down).
Network
What to watch today
signals, not recommendationsSecond day of selling · Moderate outflow
-107 τ yesterday, -636 τ today — the direction held.
Losing force · Moderate outflow
-653 τ yesterday down to -299 τ today — same direction, roughly half the size.
Atlas Map
Capital movement across the subnet economy
115 mapped · 13 excluded for
Mapped subnets, from largest outflow to largest inflow: Vidaio: market cap $7.2M, net 24h flow -589 τ; Verathos: market cap $1.5M, net 24h flow -113 τ; Thirty Spokes: market cap $0.4M, net 24h flow -38 τ; Carbon: market cap $1.4M, net 24h flow -149 τ; Ditto: market cap $4.4M, net 24h flow -287 τ; Attune: market cap $1.5M, net 24h flow -46 τ; ReadyAI: market cap $4.3M, net 24h flow -512 τ; Leadpoet: market cap $6.6M, net 24h flow -228 τ; conjectures: market cap $3.6M, net 24h flow -243 τ; True Performance Network: market cap $3.1M, net 24h flow -222 τ; ChipForge: market cap $0.4M, net 24h flow -29 τ; ORO: market cap $11M, net 24h flow -477 τ; Albedo: market cap $6.3M, net 24h flow -329 τ; SOMA: market cap $11M, net 24h flow -259 τ; Yanez: market cap $8.1M, net 24h flow -256 τ; Synth: market cap $6.3M, net 24h flow -259 τ; AdTAO: market cap $6.7M, net 24h flow -208 τ; Witness: market cap $2.8M, net 24h flow -130 τ; Reliquary: market cap $6.6M, net 24h flow -318 τ; cascade: market cap $1.8M, net 24h flow -60 τ; Bitsec.ai: market cap $5.3M, net 24h flow -113 τ; Finsight: market cap $1.1M, net 24h flow -22 τ; TrajectoryRL: market cap $9.0M, net 24h flow -299 τ; NOVA: market cap $27M, net 24h flow -636 τ; OpenRoboto: market cap $15M, net 24h flow -83 τ; Trishool: market cap $6.2M, net 24h flow -109 τ; Umi: market cap $1.3M, net 24h flow -19 τ; CookingTAO: market cap $0.9M, net 24h flow -18 τ; Zeus: market cap $5.3M, net 24h flow -127 τ; KubeTEE: market cap $4.1M, net 24h flow -62 τ; RedTeam: market cap $16M, net 24h flow -182 τ; Perturb: market cap $1.0M, net 24h flow -21 τ; engy: market cap $60M, net 24h flow -496 τ; Endure Network: market cap $4.5M, net 24h flow -92 τ; Beam: market cap $3.7M, net 24h flow -51 τ; Quantum Compute: market cap $6.9M, net 24h flow -123 τ; Cortex: market cap $1.8M, net 24h flow -24 τ; Pareton: market cap $7.9M, net 24h flow -142 τ; AlphaRidge.ai: market cap $3.0M, net 24h flow -56 τ; CapabilityForge Next: market cap $1.3M, net 24h flow -27 τ; UR: market cap $7.7M, net 24h flow -101 τ; Gittensor: market cap $3.7M, net 24h flow -41 τ; Minos: market cap $18M, net 24h flow -142 τ; Swarm: market cap $9.8M, net 24h flow -78 τ; MoirAI: market cap $1.4M, net 24h flow -21 τ; Claims: market cap $4.5M, net 24h flow -34 τ; MVTRX: market cap $3.9M, net 24h flow -42 τ; Ralph: market cap $0.6M, net 24h flow -8 τ; ConnitoAI: market cap $2.3M, net 24h flow -20 τ; Investing: market cap $3.8M, net 24h flow -31 τ; NeverPlayAlone: market cap $2.1M, net 24h flow -24 τ; everyframe.studio: market cap $1.9M, net 24h flow -14 τ; Nodexo: market cap $2.4M, net 24h flow -25 τ; NIOME: market cap $3.3M, net 24h flow -27 τ; iota: market cap $32M, net 24h flow -221 τ; Desearch: market cap $3.9M, net 24h flow -30 τ; Tag101: market cap $2.5M, net 24h flow -14 τ; Affine: market cap $48M, net 24h flow -277 τ; sundae_bar: market cap $3.1M, net 24h flow -21 τ; Chutes: market cap $109M, net 24h flow -730 τ; CliqueAI: market cap $7.3M, net 24h flow -28 τ; Ridges: market cap $13M, net 24h flow -87 τ; Allways: market cap $3.2M, net 24h flow -16 τ; 404—GEN: market cap $12M, net 24h flow -68 τ; Compute Horde: market cap $5.9M, net 24h flow -33 τ; Numinous: market cap $3.4M, net 24h flow -17 τ; Targon: market cap $79M, net 24h flow -291 τ; Teutonic: market cap $37M, net 24h flow -147 τ; ItsAI: market cap $4.2M, net 24h flow -11 τ; Data Universe: market cap $6.0M, net 24h flow -27 τ; Parked: market cap $3.4M, net 24h flow -9 τ; Liquidity: market cap $7.2M, net 24h flow -15 τ; BitMind: market cap $17M, net 24h flow -45 τ; GPUForge: market cap $0.7M, net 24h flow -1 τ; Gradients: market cap $21M, net 24h flow -54 τ; Refinery: market cap $2.3M, net 24h flow -5 τ; TAOstatus: market cap $4.7M, net 24h flow -5 τ; Aurelius: market cap $3.6M, net 24h flow -6 τ; MANTIS: market cap $2.5M, net 24h flow -4 τ; Astrid: market cap $1.8M, net 24h flow -2 τ; Enigma: market cap $5.5M, net 24h flow -7 τ; DSperse: market cap $4.0M, net 24h flow -4 τ; Hone: market cap $15M, net 24h flow -13 τ; Herald: market cap $2.4M, net 24h flow -1 τ; ByteLeap: market cap $3.3M, net 24h flow -1 τ; Harnyx: market cap $1.3M, net 24h flow -1 τ; Nepher Robotics: market cap $4.3M, net 24h flow -1 τ; StreetVision by NATIX: market cap $2.8M, net 24h flow -1 τ; hoτfloaτ: market cap $3.7M, net 24h flow +0 τ; Graphite: market cap $5.3M, net 24h flow +0 τ; Dojo: market cap $7.7M, net 24h flow +0 τ; Apex: market cap $8.8M, net 24h flow +11 τ; Attelier: market cap $1.7M, net 24h flow +2 τ; Vanta: market cap $42M, net 24h flow +96 τ; blockmachine: market cap $12M, net 24h flow +60 τ; InfiniteQuant: market cap $3.5M, net 24h flow +15 τ; Hippius: market cap $23M, net 24h flow +86 τ; Actual: market cap $24M, net 24h flow +84 τ; lium.io: market cap $140M, net 24h flow +640 τ; Score: market cap $52M, net 24h flow +300 τ; THOR: market cap $4.2M, net 24h flow +35 τ; Cathedral: market cap $2.1M, net 24h flow +19 τ; Instant: market cap $5.5M, net 24h flow +79 τ; Cacheon: market cap $11M, net 24h flow +226 τ; rec4ll: market cap $1.7M, net 24h flow +21 τ; Almanac: market cap $9.3M, net 24h flow +191 τ; Green Compute: market cap $18M, net 24h flow +137 τ; Provenonce: market cap $1.4M, net 24h flow +22 τ; ChronoLLM: market cap $10M, net 24h flow +143 τ; Ormas: market cap $0.3M, net 24h flow +8 τ; Bitcast: market cap $22M, net 24h flow +482 τ; Orion: market cap $3.8M, net 24h flow +193 τ; Quasar: market cap $11M, net 24h flow +459 τ; SayGM: market cap $44M, net 24h flow +1.4K τ; REAX: market cap $2.1M, net 24h flow +709 τ. The full directory with sorting and filters is at /subnets.
Network pulse
117 active subnetsNet 24h flow
-4.9K τ
buys − sells
24h volume
180.8K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$392M
5 subnets · live
Annualized revenue
$12M
215d old · STALE
Aggregate multiple
33.9×
cap ÷ revenue
Revenue multiple · log scale
11.6× → 87.9×
Revenue coverage
5 / 128
$392M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
