Daily briefing
October 17, 2026
Archived briefing. These are the numbers as they stood on 2026-10-17 — not recalculated with today's data.
Atlas Regime
High confidenceDEFENSIVE
Capital is leaving subnets broadly — more subnets are being sold than bought.
What changed
vs Oct 16The network tightened overnight
SELECTIVE → DEFENSIVE
Net flow narrowed 72% to -3.0K τ, while buyers and sellers stayed close to balanced at 32 up / 67 down.
Network
What to watch today
signals, not recommendationsAtlas Map
Capital movement across the subnet economy
115 mapped · 13 excluded for
Mapped subnets, from largest outflow to largest inflow: AdTAO: market cap $6.9M, net 24h flow -432 τ; Leadpoet: market cap $6.1M, net 24h flow -298 τ; Umi: market cap $1.2M, net 24h flow -97 τ; OnSale: market cap $0.2M, net 24h flow -31 τ; Verathos: market cap $1.3M, net 24h flow -158 τ; Orion: market cap $3.2M, net 24h flow -292 τ; Beam: market cap $3.6M, net 24h flow -195 τ; Provenonce: market cap $1.3M, net 24h flow -48 τ; Nepher Robotics: market cap $4.5M, net 24h flow -130 τ; everyframe.studio: market cap $1.7M, net 24h flow -70 τ; Pareton: market cap $7.5M, net 24h flow -368 τ; Instant: market cap $4.9M, net 24h flow -193 τ; Yanez: market cap $8.2M, net 24h flow -207 τ; KubeTEE: market cap $4.1M, net 24h flow -103 τ; engy: market cap $61M, net 24h flow -897 τ; cascade: market cap $1.8M, net 24h flow -59 τ; Synth: market cap $6.0M, net 24h flow -188 τ; Noah: market cap $2.5M, net 24h flow -41 τ; ORO: market cap $11M, net 24h flow -239 τ; SayGM: market cap $46M, net 24h flow -475 τ; Almanac: market cap $9.2M, net 24h flow -230 τ; Ditto: market cap $4.0M, net 24h flow -76 τ; Minos: market cap $19M, net 24h flow -290 τ; Reliquary: market cap $6.7M, net 24h flow -225 τ; Ralph: market cap $0.6M, net 24h flow -17 τ; Bitsec.ai: market cap $5.4M, net 24h flow -82 τ; Quantum Compute: market cap $7.3M, net 24h flow -137 τ; OpenRoboto: market cap $16M, net 24h flow -69 τ; Astrid: market cap $1.8M, net 24h flow -29 τ; Cortex: market cap $1.7M, net 24h flow -22 τ; rec4ll: market cap $1.7M, net 24h flow -17 τ; Swarm: market cap $10M, net 24h flow -104 τ; Bitcast: market cap $24M, net 24h flow -211 τ; Vidaio: market cap $7.3M, net 24h flow -101 τ; ReadyAI: market cap $4.4M, net 24h flow -86 τ; StreetVision by NATIX: market cap $2.9M, net 24h flow -40 τ; Score: market cap $53M, net 24h flow -402 τ; True Performance Network: market cap $3.0M, net 24h flow -32 τ; NIOME: market cap $3.1M, net 24h flow -33 τ; Nodexo: market cap $2.6M, net 24h flow -27 τ; lium.io: market cap $147M, net 24h flow -713 τ; Chutes: market cap $115M, net 24h flow -754 τ; Gradients: market cap $22M, net 24h flow -132 τ; CliqueAI: market cap $7.7M, net 24h flow -21 τ; Zeus: market cap $5.8M, net 24h flow -26 τ; Witness: market cap $2.9M, net 24h flow -15 τ; Desearch: market cap $4.0M, net 24h flow -15 τ; Trishool: market cap $6.4M, net 24h flow -16 τ; sundae_bar: market cap $3.3M, net 24h flow -11 τ; Harnyx: market cap $1.4M, net 24h flow -5 τ; Allways: market cap $3.3M, net 24h flow -10 τ; Ridges: market cap $13M, net 24h flow -51 τ; ItsAI: market cap $4.4M, net 24h flow -12 τ; Tag101: market cap $2.7M, net 24h flow -6 τ; ChipForge: market cap $0.3M, net 24h flow -1 τ; Claims: market cap $4.8M, net 24h flow -8 τ; Cacheon: market cap $12M, net 24h flow -33 τ; Investing: market cap $3.9M, net 24h flow -7 τ; Hone: market cap $16M, net 24h flow -42 τ; CookingTAO: market cap $0.9M, net 24h flow -2 τ; NOVA: market cap $27M, net 24h flow -42 τ; Cathedral: market cap $2.2M, net 24h flow -2 τ; Herald: market cap $2.5M, net 24h flow -3 τ; InfiniteQuant: market cap $3.7M, net 24h flow -6 τ; Vanta: market cap $44M, net 24h flow -63 τ; Compute Horde: market cap $6.2M, net 24h flow -9 τ; AlphaRidge.ai: market cap $3.1M, net 24h flow -4 τ; GPUForge: market cap $0.7M, net 24h flow -1 τ; Gittensor: market cap $3.9M, net 24h flow -4 τ; Enigma: market cap $5.8M, net 24h flow -6 τ; MANTIS: market cap $2.6M, net 24h flow -3 τ; BitMind: market cap $18M, net 24h flow -19 τ; Liquidity: market cap $7.6M, net 24h flow -6 τ; Data Universe: market cap $6.3M, net 24h flow -5 τ; ByteLeap: market cap $3.5M, net 24h flow -1 τ; Parked: market cap $3.6M, net 24h flow -1 τ; 404—GEN: market cap $12M, net 24h flow -3 τ; Endure Network: market cap $4.8M, net 24h flow -0 τ; Graphite: market cap $5.6M, net 24h flow -0 τ; Dojo: market cap $8.1M, net 24h flow -0 τ; Refinery: market cap $2.4M, net 24h flow +0 τ; iota: market cap $34M, net 24h flow +8 τ; TAOstatus: market cap $5.0M, net 24h flow +2 τ; Teutonic: market cap $39M, net 24h flow +38 τ; Attelier: market cap $1.8M, net 24h flow +2 τ; Thirty Spokes: market cap $0.4M, net 24h flow +1 τ; RedTeam: market cap $17M, net 24h flow +25 τ; Aurelius: market cap $3.8M, net 24h flow +22 τ; MVTRX: market cap $4.1M, net 24h flow +24 τ; Numinous: market cap $3.5M, net 24h flow +29 τ; Green Compute: market cap $20M, net 24h flow +44 τ; Targon: market cap $85M, net 24h flow +575 τ; ConnitoAI: market cap $2.4M, net 24h flow +15 τ; blockmachine: market cap $13M, net 24h flow +157 τ; Finsight: market cap $1.3M, net 24h flow +8 τ; Affine: market cap $51M, net 24h flow +413 τ; conjectures: market cap $3.8M, net 24h flow +35 τ; Carbon: market cap $1.6M, net 24h flow +10 τ; Apex: market cap $9.5M, net 24h flow +171 τ; TrajectoryRL: market cap $9.4M, net 24h flow +173 τ; CapabilityForge Next: market cap $1.4M, net 24h flow +29 τ; Perturb: market cap $1.1M, net 24h flow +17 τ; REAX: market cap $2.0M, net 24h flow +30 τ; MoirAI: market cap $1.5M, net 24h flow +43 τ; Actual: market cap $28M, net 24h flow +379 τ; hoτfloaτ: market cap $4.0M, net 24h flow +119 τ; Hippius: market cap $26M, net 24h flow +545 τ; ChronoLLM: market cap $12M, net 24h flow +149 τ; Ingot: market cap $7.0M, net 24h flow +241 τ; SOMA: market cap $13M, net 24h flow +245 τ; UR: market cap $8.1M, net 24h flow +316 τ; Attune: market cap $1.5M, net 24h flow +36 τ; THOR: market cap $4.6M, net 24h flow +226 τ; DSperse: market cap $5.5M, net 24h flow +1.1K τ; Quasar: market cap $12M, net 24h flow +606 τ. The full directory with sorting and filters is at /subnets.
Network pulse
121 active subnetsNet 24h flow
-3.0K τ
buys − sells
24h volume
121.7K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$416M
5 subnets · live
Annualized revenue
$12M
215d old · STALE
Aggregate multiple
36.0×
cap ÷ revenue
Revenue multiple · log scale
12.4× → 92.7×
Revenue coverage
5 / 128
$416M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
