Daily briefing
October 22, 2026
Archived briefing. These are the numbers as they stood on 2026-10-22 — 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 21Outflow eased
Net flow narrowed 25% to -3.7K τ, while buyers and sellers stayed close to balanced at 44 up / 60 down.
Network
What to watch today
signals, not recommendationsSecond day of buying · Moderate inflow
+129 τ yesterday, +1.0K τ today — the direction held.
Flipped to outflow · Moderate outflow
Went from +556 τ yesterday to -1.5K τ today.
Losing force · Moderate outflow
-182 τ yesterday down to -69 τ today — same direction, roughly half the size.
Atlas Map
Capital movement across the subnet economy
114 mapped · 14 excluded for
Mapped subnets, from largest outflow to largest inflow: KubeTEE: market cap $3.9M, net 24h flow -206 τ; ConnitoAI: market cap $2.0M, net 24h flow -150 τ; Attelier: market cap $1.9M, net 24h flow -103 τ; engy: market cap $49M, net 24h flow -1.3K τ; Ditto: market cap $3.3M, net 24h flow -167 τ; Carbon: market cap $1.3M, net 24h flow -46 τ; Almanac: market cap $9.8M, net 24h flow -466 τ; OpenRoboto: market cap $14M, net 24h flow -164 τ; Nepher Robotics: market cap $4.2M, net 24h flow -116 τ; Pareton: market cap $6.7M, net 24h flow -365 τ; conjectures: market cap $3.3M, net 24h flow -154 τ; Synth: market cap $5.2M, net 24h flow -241 τ; Perturb: market cap $0.7M, net 24h flow -31 τ; Minos: market cap $16M, net 24h flow -429 τ; ChipForge: market cap $0.3M, net 24h flow -13 τ; ORO: market cap $11M, net 24h flow -283 τ; Affine: market cap $47M, net 24h flow -1.5K τ; Verathos: market cap $1.2M, net 24h flow -48 τ; RedTeam: market cap $18M, net 24h flow -300 τ; cascade: market cap $1.6M, net 24h flow -54 τ; SayGM: market cap $44M, net 24h flow -525 τ; Cortex: market cap $1.5M, net 24h flow -37 τ; REAX: market cap $2.2M, net 24h flow -48 τ; blockmachine: market cap $13M, net 24h flow -491 τ; Vidaio: market cap $6.9M, net 24h flow -200 τ; Bitsec.ai: market cap $4.8M, net 24h flow -98 τ; Leadpoet: market cap $5.3M, net 24h flow -69 τ; Provenonce: market cap $1.2M, net 24h flow -17 τ; NOVA: market cap $24M, net 24h flow -376 τ; TrajectoryRL: market cap $8.8M, net 24h flow -159 τ; SOMA: market cap $12M, net 24h flow -70 τ; Cathedral: market cap $2.0M, net 24h flow -15 τ; Quasar: market cap $11M, net 24h flow -73 τ; Yanez: market cap $6.9M, net 24h flow -54 τ; NIOME: market cap $3.4M, net 24h flow -38 τ; Quantum Compute: market cap $7.0M, net 24h flow -66 τ; everyframe.studio: market cap $1.6M, net 24h flow -14 τ; Investing: market cap $3.7M, net 24h flow -25 τ; iota: market cap $32M, net 24h flow -227 τ; Endure Network: market cap $4.5M, net 24h flow -36 τ; UR: market cap $7.5M, net 24h flow -48 τ; Score: market cap $52M, net 24h flow -257 τ; Hippius: market cap $23M, net 24h flow -129 τ; CookingTAO: market cap $0.8M, net 24h flow -5 τ; sundae_bar: market cap $3.0M, net 24h flow -20 τ; Reliquary: market cap $6.3M, net 24h flow -57 τ; Desearch: market cap $3.8M, net 24h flow -26 τ; Teutonic: market cap $34M, net 24h flow -243 τ; Harnyx: market cap $1.3M, net 24h flow -9 τ; rec4ll: market cap $1.6M, net 24h flow -6 τ; Actual: market cap $25M, net 24h flow -80 τ; MVTRX: market cap $3.8M, net 24h flow -20 τ; Data Universe: market cap $6.0M, net 24h flow -48 τ; Attune: market cap $2.0M, net 24h flow -3 τ; Numinous: market cap $3.3M, net 24h flow -18 τ; Herald: market cap $2.4M, net 24h flow -5 τ; Apex: market cap $8.8M, net 24h flow -29 τ; Ralph: market cap $0.6M, net 24h flow -2 τ; ReadyAI: market cap $4.1M, net 24h flow -13 τ; CliqueAI: market cap $7.3M, net 24h flow -8 τ; Cacheon: market cap $11M, net 24h flow -12 τ; Gradients: market cap $21M, net 24h flow +2 τ; ByteLeap: market cap $3.3M, net 24h flow +0 τ; Allways: market cap $3.1M, net 24h flow +0 τ; Hone: market cap $15M, net 24h flow +3 τ; Targon: market cap $82M, net 24h flow +60 τ; Gittensor: market cap $3.6M, net 24h flow +3 τ; Orion: market cap $2.9M, net 24h flow +4 τ; Zeus: market cap $5.6M, net 24h flow +7 τ; ItsAI: market cap $4.2M, net 24h flow +5 τ; Dojo: market cap $7.8M, net 24h flow +16 τ; 404—GEN: market cap $12M, net 24h flow +23 τ; Compute Horde: market cap $5.9M, net 24h flow +13 τ; Parked: market cap $3.4M, net 24h flow +7 τ; Liquidity: market cap $7.2M, net 24h flow +12 τ; Aurelius: market cap $3.5M, net 24h flow +8 τ; Graphite: market cap $5.4M, net 24h flow +14 τ; True Performance Network: market cap $3.2M, net 24h flow +7 τ; Tag101: market cap $2.6M, net 24h flow +4 τ; Refinery: market cap $2.2M, net 24h flow +7 τ; Witness: market cap $2.8M, net 24h flow +9 τ; TAOstatus: market cap $4.8M, net 24h flow +8 τ; Claims: market cap $4.6M, net 24h flow +7 τ; Bitcast: market cap $22M, net 24h flow +39 τ; Enigma: market cap $5.4M, net 24h flow +17 τ; Ridges: market cap $13M, net 24h flow +56 τ; hoτfloaτ: market cap $3.8M, net 24h flow +17 τ; AlphaRidge.ai: market cap $2.9M, net 24h flow +14 τ; StreetVision by NATIX: market cap $2.8M, net 24h flow +14 τ; NeverPlayAlone: market cap $2.2M, net 24h flow +11 τ; Astrid: market cap $1.7M, net 24h flow +7 τ; lium.io: market cap $144M, net 24h flow +502 τ; MANTIS: market cap $2.6M, net 24h flow +17 τ; Noah: market cap $2.6M, net 24h flow +8 τ; InfiniteQuant: market cap $3.5M, net 24h flow +20 τ; Instant: market cap $4.3M, net 24h flow +29 τ; GPUForge: market cap $0.7M, net 24h flow +4 τ; Chutes: market cap $110M, net 24h flow +859 τ; MoirAI: market cap $1.4M, net 24h flow +16 τ; CapabilityForge Next: market cap $1.3M, net 24h flow +28 τ; Swarm: market cap $11M, net 24h flow +151 τ; Vanta: market cap $46M, net 24h flow +1.0K τ; Ingot: market cap $6.8M, net 24h flow +140 τ; ChronoLLM: market cap $11M, net 24h flow +170 τ; BitMind: market cap $18M, net 24h flow +704 τ; Green Compute: market cap $21M, net 24h flow +242 τ; Umi: market cap $0.9M, net 24h flow +25 τ; Finsight: market cap $1.2M, net 24h flow +38 τ; THOR: market cap $6.3M, net 24h flow +200 τ; AdTAO: market cap $6.7M, net 24h flow +320 τ; DaniLabs: market cap $4.8M, net 24h flow +332 τ; Trishool: market cap $7.1M, net 24h flow +390 τ; Beam: market cap $3.2M, net 24h flow +265 τ; Nodexo: market cap $2.8M, net 24h flow +353 τ. The full directory with sorting and filters is at /subnets.
Network pulse
120 active subnetsNet 24h flow
-3.7K τ
buys − sells
24h volume
166.9K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$227M
5 subnets · live
Annualized revenue
$13M
32d old · AGING
Aggregate multiple
16.9×
cap ÷ revenue
Revenue multiple · log scale
10.1× → 273×
Revenue coverage
5 / 128
$227M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
