Daily briefing
October 16, 2026
Archived briefing. These are the numbers as they stood on 2026-10-16 — 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 15Outflow deepened
Net flow widened 121% to -10.7K τ, while buyers and sellers stayed close to balanced at 27 up / 77 down.
Network
What to watch today
signals, not recommendationsSecond day of selling · Moderate outflow
-636 τ yesterday, -1.3K τ today — the direction held.
Flipped to outflow · Moderate outflow
Went from +300 τ yesterday to -981 τ today.
Losing force · Moderate outflow
-228 τ yesterday down to -62 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: Orion: market cap $3.6M, net 24h flow -528 τ; Instant: market cap $5.2M, net 24h flow -726 τ; REAX: market cap $1.9M, net 24h flow -394 τ; Thirty Spokes: market cap $0.4M, net 24h flow -36 τ; ChipForge: market cap $0.4M, net 24h flow -91 τ; everyframe.studio: market cap $1.9M, net 24h flow -166 τ; Ditto: market cap $4.4M, net 24h flow -319 τ; Attune: market cap $1.5M, net 24h flow -52 τ; Quasar: market cap $11M, net 24h flow -527 τ; NIOME: market cap $3.3M, net 24h flow -258 τ; 404—GEN: market cap $13M, net 24h flow -965 τ; True Performance Network: market cap $3.2M, net 24h flow -211 τ; Provenonce: market cap $1.5M, net 24h flow -52 τ; NOVA: market cap $28M, net 24h flow -1.3K τ; cascade: market cap $1.9M, net 24h flow -93 τ; Verathos: market cap $1.5M, net 24h flow -76 τ; Synth: market cap $6.6M, net 24h flow -308 τ; Pareton: market cap $8.3M, net 24h flow -449 τ; Cortex: market cap $1.8M, net 24h flow -66 τ; UR: market cap $8.1M, net 24h flow -305 τ; Numinous: market cap $3.6M, net 24h flow -179 τ; Almanac: market cap $9.9M, net 24h flow -303 τ; TrajectoryRL: market cap $9.7M, net 24h flow -342 τ; RedTeam: market cap $18M, net 24h flow -247 τ; ConnitoAI: market cap $2.5M, net 24h flow -57 τ; Allways: market cap $3.5M, net 24h flow -88 τ; Minos: market cap $20M, net 24h flow -323 τ; Astrid: market cap $1.9M, net 24h flow -44 τ; Investing: market cap $4.0M, net 24h flow -88 τ; Score: market cap $56M, net 24h flow -981 τ; Teutonic: market cap $40M, net 24h flow -1.1K τ; Cathedral: market cap $2.3M, net 24h flow -30 τ; Ridges: market cap $14M, net 24h flow -333 τ; Leadpoet: market cap $7.1M, net 24h flow -62 τ; KubeTEE: market cap $4.5M, net 24h flow -53 τ; Gittensor: market cap $4.0M, net 24h flow -61 τ; conjectures: market cap $3.9M, net 24h flow -62 τ; THOR: market cap $4.4M, net 24h flow -52 τ; Reliquary: market cap $7.2M, net 24h flow -158 τ; Trishool: market cap $6.7M, net 24h flow -73 τ; Affine: market cap $52M, net 24h flow -663 τ; Cacheon: market cap $12M, net 24h flow -206 τ; Vidaio: market cap $7.8M, net 24h flow -102 τ; Harnyx: market cap $1.4M, net 24h flow -19 τ; SayGM: market cap $49M, net 24h flow -207 τ; Beam: market cap $4.1M, net 24h flow -30 τ; Vanta: market cap $46M, net 24h flow -499 τ; MoirAI: market cap $1.6M, net 24h flow -15 τ; Claims: market cap $5.0M, net 24h flow -23 τ; Bitcast: market cap $25M, net 24h flow -102 τ; AlphaRidge.ai: market cap $3.2M, net 24h flow -25 τ; MVTRX: market cap $4.2M, net 24h flow -28 τ; Enigma: market cap $6.0M, net 24h flow -41 τ; Umi: market cap $1.4M, net 24h flow -5 τ; Ralph: market cap $0.7M, net 24h flow -5 τ; ChronoLLM: market cap $11M, net 24h flow -31 τ; InfiniteQuant: market cap $3.8M, net 24h flow -21 τ; sundae_bar: market cap $3.4M, net 24h flow -15 τ; Desearch: market cap $4.2M, net 24h flow -19 τ; CliqueAI: market cap $8.1M, net 24h flow -20 τ; Yanez: market cap $8.9M, net 24h flow -24 τ; Herald: market cap $2.6M, net 24h flow -9 τ; iota: market cap $35M, net 24h flow -95 τ; lium.io: market cap $155M, net 24h flow -317 τ; Compute Horde: market cap $6.5M, net 24h flow -21 τ; Gradients: market cap $23M, net 24h flow -81 τ; Hone: market cap $16M, net 24h flow -48 τ; Aurelius: market cap $4.0M, net 24h flow -10 τ; Albedo: market cap $7.0M, net 24h flow -14 τ; Liquidity: market cap $7.9M, net 24h flow -14 τ; Chutes: market cap $120M, net 24h flow -236 τ; BitMind: market cap $19M, net 24h flow -37 τ; Endure Network: market cap $5.0M, net 24h flow -7 τ; Tag101: market cap $2.8M, net 24h flow -2 τ; ItsAI: market cap $4.6M, net 24h flow -4 τ; CookingTAO: market cap $1.0M, net 24h flow -1 τ; ReadyAI: market cap $4.7M, net 24h flow -6 τ; engy: market cap $67M, net 24h flow -18 τ; rec4ll: market cap $1.8M, net 24h flow -0 τ; Attelier: market cap $1.9M, net 24h flow -1 τ; MANTIS: market cap $2.8M, net 24h flow -1 τ; Dojo: market cap $8.5M, net 24h flow -2 τ; Data Universe: market cap $6.6M, net 24h flow -0 τ; hoτfloaτ: market cap $4.1M, net 24h flow +0 τ; Graphite: market cap $5.9M, net 24h flow +0 τ; Parked: market cap $3.7M, net 24h flow +0 τ; DSperse: market cap $4.4M, net 24h flow +0 τ; TAOstatus: market cap $5.2M, net 24h flow +0 τ; Refinery: market cap $2.5M, net 24h flow +4 τ; ByteLeap: market cap $3.6M, net 24h flow +5 τ; Bitsec.ai: market cap $5.8M, net 24h flow +12 τ; NeverPlayAlone: market cap $2.4M, net 24h flow +13 τ; Swarm: market cap $11M, net 24h flow +48 τ; Quantum Compute: market cap $7.7M, net 24h flow +59 τ; Targon: market cap $88M, net 24h flow +706 τ; Apex: market cap $9.8M, net 24h flow +121 τ; Perturb: market cap $1.2M, net 24h flow +10 τ; Witness: market cap $3.1M, net 24h flow +37 τ; blockmachine: market cap $14M, net 24h flow +183 τ; Carbon: market cap $1.6M, net 24h flow +11 τ; CapabilityForge Next: market cap $1.4M, net 24h flow +24 τ; StreetVision by NATIX: market cap $3.1M, net 24h flow +49 τ; Nepher Robotics: market cap $4.9M, net 24h flow +40 τ; Green Compute: market cap $21M, net 24h flow +102 τ; OpenRoboto: market cap $17M, net 24h flow +76 τ; Zeus: market cap $6.1M, net 24h flow +125 τ; ORO: market cap $12M, net 24h flow +186 τ; SOMA: market cap $13M, net 24h flow +133 τ; Hippius: market cap $26M, net 24h flow +565 τ; Nodexo: market cap $2.8M, net 24h flow +103 τ; GPUForge: market cap $0.8M, net 24h flow +23 τ; AdTAO: market cap $7.9M, net 24h flow +274 τ; Actual: market cap $29M, net 24h flow +822 τ; Finsight: market cap $1.3M, net 24h flow +55 τ; OnSale: market cap $0.2M, net 24h flow +50 τ. The full directory with sorting and filters is at /subnets.
Network pulse
120 active subnetsNet 24h flow
-10.7K τ
buys − sells
24h volume
225.8K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$434M
5 subnets · live
Annualized revenue
$12M
215d old · STALE
Aggregate multiple
37.6×
cap ÷ revenue
Revenue multiple · log scale
12.8× → 97.3×
Revenue coverage
5 / 128
$434M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
