Daily briefing
October 18, 2026
Archived briefing. These are the numbers as they stood on 2026-10-18 — 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 17The network eased overnight
DEFENSIVE → SELECTIVE
Net flow narrowed 72% to -853 τ, while more subnets were bought than the day before (41 up / 51 down).
Network
What to watch today
signals, not recommendationsAtlas Map
Capital movement across the subnet economy
114 mapped · 14 excluded for
Mapped subnets, from largest outflow to largest inflow: AdTAO: market cap $6.5M, net 24h flow -201 τ; OpenRoboto: market cap $16M, net 24h flow -133 τ; Minos: market cap $18M, net 24h flow -531 τ; Ditto: market cap $3.8M, net 24h flow -120 τ; NOVA: market cap $26M, net 24h flow -783 τ; Vidaio: market cap $7.0M, net 24h flow -190 τ; DaniLabs: market cap $5.1M, net 24h flow -123 τ; ChronoLLM: market cap $11M, net 24h flow -132 τ; Attune: market cap $1.4M, net 24h flow -13 τ; ChipForge: market cap $0.3M, net 24h flow -8 τ; Cathedral: market cap $2.1M, net 24h flow -26 τ; Actual: market cap $27M, net 24h flow -265 τ; Bitsec.ai: market cap $5.2M, net 24h flow -55 τ; cascade: market cap $1.7M, net 24h flow -25 τ; Umi: market cap $1.1M, net 24h flow -10 τ; TrajectoryRL: market cap $9.1M, net 24h flow -134 τ; Leadpoet: market cap $5.9M, net 24h flow -37 τ; Hippius: market cap $25M, net 24h flow -228 τ; Pareton: market cap $7.3M, net 24h flow -94 τ; Apex: market cap $9.3M, net 24h flow -138 τ; NIOME: market cap $3.1M, net 24h flow -34 τ; Refinery: market cap $2.3M, net 24h flow -31 τ; Gittensor: market cap $3.8M, net 24h flow -32 τ; Ingot: market cap $6.9M, net 24h flow -63 τ; engy: market cap $61M, net 24h flow -194 τ; conjectures: market cap $3.7M, net 24h flow -28 τ; Trishool: market cap $6.2M, net 24h flow -34 τ; CapabilityForge Next: market cap $1.4M, net 24h flow -11 τ; Harnyx: market cap $1.3M, net 24h flow -8 τ; Chutes: market cap $112M, net 24h flow -599 τ; Perturb: market cap $1.1M, net 24h flow -5 τ; CliqueAI: market cap $7.6M, net 24h flow -23 τ; Cortex: market cap $1.7M, net 24h flow -6 τ; Teutonic: market cap $38M, net 24h flow -186 τ; Claims: market cap $4.7M, net 24h flow -13 τ; lium.io: market cap $145M, net 24h flow -401 τ; sundae_bar: market cap $3.2M, net 24h flow -13 τ; Desearch: market cap $4.0M, net 24h flow -14 τ; MVTRX: market cap $4.0M, net 24h flow -13 τ; Hone: market cap $15M, net 24h flow -54 τ; Noah: market cap $2.5M, net 24h flow -4 τ; Tag101: market cap $2.6M, net 24h flow -5 τ; Ridges: market cap $13M, net 24h flow -32 τ; RedTeam: market cap $17M, net 24h flow -15 τ; TAOstatus: market cap $4.9M, net 24h flow -6 τ; InfiniteQuant: market cap $3.6M, net 24h flow -6 τ; Ralph: market cap $0.6M, net 24h flow -1 τ; Quantum Compute: market cap $7.2M, net 24h flow -10 τ; Targon: market cap $84M, net 24h flow -117 τ; ORO: market cap $11M, net 24h flow -10 τ; ItsAI: market cap $4.3M, net 24h flow -5 τ; Swarm: market cap $10M, net 24h flow -8 τ; everyframe.studio: market cap $1.7M, net 24h flow -1 τ; Allways: market cap $3.2M, net 24h flow -2 τ; Liquidity: market cap $7.5M, net 24h flow -5 τ; Cacheon: market cap $12M, net 24h flow -10 τ; Parked: market cap $3.5M, net 24h flow -3 τ; CookingTAO: market cap $0.9M, net 24h flow -0 τ; GPUForge: market cap $0.7M, net 24h flow -0 τ; Data Universe: market cap $6.2M, net 24h flow -3 τ; Herald: market cap $2.5M, net 24h flow -0 τ; NeverPlayAlone: market cap $2.3M, net 24h flow -1 τ; Dojo: market cap $8.0M, net 24h flow -2 τ; Graphite: market cap $5.6M, net 24h flow -1 τ; Compute Horde: market cap $6.1M, net 24h flow -1 τ; Gradients: market cap $22M, net 24h flow -4 τ; Endure Network: market cap $4.7M, net 24h flow -0 τ; iota: market cap $33M, net 24h flow +2 τ; 404—GEN: market cap $12M, net 24h flow +3 τ; hoτfloaτ: market cap $3.9M, net 24h flow +2 τ; MANTIS: market cap $2.6M, net 24h flow +2 τ; Aurelius: market cap $3.8M, net 24h flow +3 τ; BitMind: market cap $18M, net 24h flow +22 τ; Investing: market cap $3.8M, net 24h flow +5 τ; AlphaRidge.ai: market cap $3.1M, net 24h flow +6 τ; Attelier: market cap $1.8M, net 24h flow +3 τ; Beam: market cap $3.6M, net 24h flow +5 τ; Enigma: market cap $5.7M, net 24h flow +18 τ; rec4ll: market cap $1.7M, net 24h flow +4 τ; Vanta: market cap $44M, net 24h flow +179 τ; ReadyAI: market cap $4.4M, net 24h flow +27 τ; Affine: market cap $51M, net 24h flow +200 τ; ConnitoAI: market cap $2.4M, net 24h flow +11 τ; Nodexo: market cap $2.6M, net 24h flow +19 τ; Synth: market cap $6.0M, net 24h flow +36 τ; Instant: market cap $4.8M, net 24h flow +34 τ; UR: market cap $8.1M, net 24h flow +52 τ; Almanac: market cap $9.0M, net 24h flow +63 τ; Nepher Robotics: market cap $4.4M, net 24h flow +22 τ; Astrid: market cap $1.8M, net 24h flow +15 τ; StreetVision by NATIX: market cap $2.9M, net 24h flow +32 τ; SayGM: market cap $46M, net 24h flow +171 τ; True Performance Network: market cap $3.0M, net 24h flow +34 τ; Reliquary: market cap $6.7M, net 24h flow +100 τ; KubeTEE: market cap $4.1M, net 24h flow +30 τ; Orion: market cap $3.1M, net 24h flow +39 τ; MoirAI: market cap $1.5M, net 24h flow +22 τ; Witness: market cap $2.9M, net 24h flow +43 τ; SOMA: market cap $13M, net 24h flow +85 τ; Zeus: market cap $5.8M, net 24h flow +86 τ; Score: market cap $54M, net 24h flow +680 τ; Carbon: market cap $1.6M, net 24h flow +18 τ; Quasar: market cap $12M, net 24h flow +135 τ; Green Compute: market cap $21M, net 24h flow +122 τ; Numinous: market cap $3.5M, net 24h flow +94 τ; Yanez: market cap $8.3M, net 24h flow +121 τ; Verathos: market cap $1.3M, net 24h flow +41 τ; Bitcast: market cap $24M, net 24h flow +446 τ; blockmachine: market cap $13M, net 24h flow +549 τ; Finsight: market cap $1.3M, net 24h flow +28 τ; Thirty Spokes: market cap $0.4M, net 24h flow +11 τ; Provenonce: market cap $1.4M, net 24h flow +34 τ; REAX: market cap $2.4M, net 24h flow +179 τ; THOR: market cap $5.6M, net 24h flow +606 τ. The full directory with sorting and filters is at /subnets.
Network pulse
121 active subnetsNet 24h flow
-853 τ
buys − sells
24h volume
81.3K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$410M
5 subnets · live
Annualized revenue
$12M
215d old · STALE
Aggregate multiple
35.5×
cap ÷ revenue
Revenue multiple · log scale
12.8× → 91.0×
Revenue coverage
5 / 128
$410M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
