Daily briefing
October 24, 2026
Archived briefing. These are the numbers as they stood on 2026-10-24 — 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 23Net flow turned positive
Net flow went from -6.9K τ to +203 τ, while more subnets were bought than the day before (43 up / 72 down).
Network
What to watch today
signals, not recommendationsSecond day of selling · Strong outflow
-381 τ yesterday, -2.1K τ today — the direction held.
Flipped to inflow · Strong inflow
Went from -627 τ yesterday to +2.4K τ today.
Losing force · Moderate outflow
-821 τ yesterday down to -329 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: ChronoLLM: market cap $7.3M, net 24h flow -1.2K τ; REAX: market cap $1.8M, net 24h flow -237 τ; Bitcast: market cap $17M, net 24h flow -2.1K τ; Nodexo: market cap $2.3M, net 24h flow -363 τ; Green Compute: market cap $18M, net 24h flow -820 τ; Perturb: market cap $0.6M, net 24h flow -74 τ; MVTRX: market cap $3.6M, net 24h flow -361 τ; SayGM: market cap $36M, net 24h flow -1.1K τ; OpenRoboto: market cap $12M, net 24h flow -225 τ; Verathos: market cap $1.1M, net 24h flow -85 τ; Cathedral: market cap $1.6M, net 24h flow -75 τ; Quasar: market cap $10M, net 24h flow -382 τ; THOR: market cap $6.0M, net 24h flow -190 τ; True Performance Network: market cap $2.9M, net 24h flow -154 τ; RedTeam: market cap $14M, net 24h flow -329 τ; Carbon: market cap $1.2M, net 24h flow -34 τ; UR: market cap $6.7M, net 24h flow -274 τ; rec4ll: market cap $1.5M, net 24h flow -39 τ; Cortex: market cap $1.3M, net 24h flow -47 τ; CookingTAO: market cap $0.7M, net 24h flow -27 τ; Bitsec.ai: market cap $4.3M, net 24h flow -128 τ; Provenonce: market cap $1.0M, net 24h flow -25 τ; Nepher Robotics: market cap $3.6M, net 24h flow -82 τ; Attelier: market cap $1.7M, net 24h flow -46 τ; Umi: market cap $0.7M, net 24h flow -20 τ; Parked: market cap $3.1M, net 24h flow -124 τ; Investing: market cap $3.3M, net 24h flow -95 τ; Harnyx: market cap $1.2M, net 24h flow -42 τ; cascade: market cap $1.4M, net 24h flow -41 τ; Finsight: market cap $1.1M, net 24h flow -20 τ; KubeTEE: market cap $3.5M, net 24h flow -70 τ; Vidaio: market cap $5.8M, net 24h flow -169 τ; ChipForge: market cap $0.3M, net 24h flow -8 τ; hoτfloaτ: market cap $3.5M, net 24h flow -94 τ; Tag101: market cap $2.3M, net 24h flow -40 τ; Instant: market cap $3.9M, net 24h flow -87 τ; ByteLeap: market cap $3.0M, net 24h flow -42 τ; Claims: market cap $4.3M, net 24h flow -57 τ; sundae_bar: market cap $2.8M, net 24h flow -57 τ; Minos: market cap $16M, net 24h flow -192 τ; CapabilityForge Next: market cap $1.2M, net 24h flow -28 τ; NOVA: market cap $22M, net 24h flow -353 τ; MoirAI: market cap $1.3M, net 24h flow -29 τ; TAOstatus: market cap $4.5M, net 24h flow -47 τ; ItsAI: market cap $3.9M, net 24h flow -50 τ; CliqueAI: market cap $6.9M, net 24h flow -60 τ; Yanez: market cap $6.7M, net 24h flow -60 τ; Endure Network: market cap $4.2M, net 24h flow -55 τ; Ingot: market cap $6.1M, net 24h flow -65 τ; DaniLabs: market cap $4.4M, net 24h flow -49 τ; Aurelius: market cap $3.2M, net 24h flow -42 τ; Liquidity: market cap $6.8M, net 24h flow -63 τ; Witness: market cap $2.7M, net 24h flow -32 τ; Ralph: market cap $0.6M, net 24h flow -6 τ; ConnitoAI: market cap $1.8M, net 24h flow -14 τ; engy: market cap $48M, net 24h flow -174 τ; everyframe.studio: market cap $1.3M, net 24h flow -11 τ; Compute Horde: market cap $5.6M, net 24h flow -51 τ; Actual: market cap $23M, net 24h flow -95 τ; conjectures: market cap $3.2M, net 24h flow -20 τ; Hone: market cap $14M, net 24h flow -110 τ; Graphite: market cap $5.1M, net 24h flow -35 τ; Reliquary: market cap $5.9M, net 24h flow -39 τ; Dojo: market cap $7.4M, net 24h flow -41 τ; NeverPlayAlone: market cap $2.1M, net 24h flow -8 τ; Gradients: market cap $21M, net 24h flow -81 τ; Teutonic: market cap $33M, net 24h flow -110 τ; SOMA: market cap $12M, net 24h flow -8 τ; 404—GEN: market cap $11M, net 24h flow -4 τ; Pareton: market cap $6.1M, net 24h flow -2 τ; GPUForge: market cap $0.7M, net 24h flow +0 τ; blockmachine: market cap $12M, net 24h flow +6 τ; Cacheon: market cap $11M, net 24h flow +16 τ; Chutes: market cap $106M, net 24h flow +173 τ; Apex: market cap $8.3M, net 24h flow +21 τ; Hippius: market cap $22M, net 24h flow +45 τ; Swarm: market cap $9.7M, net 24h flow +22 τ; ReadyAI: market cap $4.0M, net 24h flow +25 τ; Zeus: market cap $5.3M, net 24h flow +20 τ; AlphaRidge.ai: market cap $2.7M, net 24h flow +14 τ; ORO: market cap $10M, net 24h flow +31 τ; Vanta: market cap $43M, net 24h flow +199 τ; Data Universe: market cap $5.8M, net 24h flow +42 τ; iota: market cap $31M, net 24h flow +147 τ; Desearch: market cap $3.7M, net 24h flow +22 τ; Ridges: market cap $12M, net 24h flow +92 τ; Score: market cap $50M, net 24h flow +262 τ; NIOME: market cap $3.1M, net 24h flow +28 τ; Allways: market cap $3.0M, net 24h flow +31 τ; Targon: market cap $80M, net 24h flow +809 τ; lium.io: market cap $143M, net 24h flow +1.3K τ; Refinery: market cap $2.1M, net 24h flow +39 τ; Beam: market cap $2.8M, net 24h flow +32 τ; StreetVision by NATIX: market cap $2.7M, net 24h flow +49 τ; MANTIS: market cap $2.4M, net 24h flow +49 τ; Gittensor: market cap $3.5M, net 24h flow +50 τ; Leadpoet: market cap $4.9M, net 24h flow +48 τ; InfiniteQuant: market cap $3.4M, net 24h flow +73 τ; Herald: market cap $2.2M, net 24h flow +43 τ; Almanac: market cap $9.9M, net 24h flow +203 τ; Affine: market cap $46M, net 24h flow +959 τ; AdTAO: market cap $5.8M, net 24h flow +120 τ; Numinous: market cap $3.3M, net 24h flow +117 τ; Synth: market cap $5.3M, net 24h flow +216 τ; Noah: market cap $2.8M, net 24h flow +62 τ; Ditto: market cap $3.1M, net 24h flow +126 τ; Trishool: market cap $9.3M, net 24h flow +317 τ; Astrid: market cap $1.7M, net 24h flow +96 τ; Attune: market cap $2.0M, net 24h flow +49 τ; Komms: market cap $3.0M, net 24h flow +304 τ; TrajectoryRL: market cap $9.1M, net 24h flow +998 τ; Quantum Compute: market cap $7.9M, net 24h flow +706 τ; BitMind: market cap $19M, net 24h flow +2.4K τ; Enigma: market cap $6.4M, net 24h flow +1.2K τ. The full directory with sorting and filters is at /subnets.
Network pulse
120 active subnetsNet 24h flow
+203 τ
buys − sells
24h volume
154.1K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$215M
5 subnets · live
Annualized revenue
$13M
32d old · AGING
Aggregate multiple
16.1×
cap ÷ revenue
Revenue multiple · log scale
9.9× → 255×
Revenue coverage
5 / 128
$215M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
