Daily briefing
October 26, 2026
Archived briefing. These are the numbers as they stood on 2026-10-26 — 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 25Outflow deepened
Net flow widened 24% to -1.7K τ, while buyers and sellers stayed close to balanced at 33 up / 66 down.
Network
What to watch today
signals, not recommendationsSecond day of selling · Moderate outflow
-65 τ yesterday, -712 τ today — the direction held.
Flipped to inflow · Strong inflow
Went from -50 τ yesterday to +746 τ today.
Atlas Map
Capital movement across the subnet economy
113 mapped · 15 excluded for
Mapped subnets, from largest outflow to largest inflow: True Performance Network: market cap $2.8M, net 24h flow -177 τ; OpenRoboto: market cap $12M, net 24h flow -164 τ; Cathedral: market cap $1.7M, net 24h flow -63 τ; SOMA: market cap $11M, net 24h flow -341 τ; RedTeam: market cap $14M, net 24h flow -367 τ; Attune: market cap $1.9M, net 24h flow -29 τ; Umi: market cap $0.7M, net 24h flow -17 τ; ChipForge: market cap $0.3M, net 24h flow -8 τ; Actual: market cap $23M, net 24h flow -353 τ; AlphaRidge.ai: market cap $2.7M, net 24h flow -66 τ; Minos: market cap $15M, net 24h flow -218 τ; Score: market cap $50M, net 24h flow -712 τ; Gradients: market cap $21M, net 24h flow -533 τ; iota: market cap $31M, net 24h flow -569 τ; Hone: market cap $14M, net 24h flow -281 τ; Swarm: market cap $9.8M, net 24h flow -103 τ; Parked: market cap $3.1M, net 24h flow -50 τ; Synth: market cap $5.2M, net 24h flow -71 τ; Nodexo: market cap $2.3M, net 24h flow -41 τ; DaniLabs: market cap $4.6M, net 24h flow -55 τ; Ridges: market cap $12M, net 24h flow -179 τ; Bitsec.ai: market cap $4.4M, net 24h flow -39 τ; Verathos: market cap $1.1M, net 24h flow -13 τ; Noah: market cap $2.8M, net 24h flow -13 τ; BitMind: market cap $19M, net 24h flow -200 τ; NeverPlayAlone: market cap $2.1M, net 24h flow -21 τ; REAX: market cap $1.9M, net 24h flow -14 τ; Witness: market cap $2.7M, net 24h flow -28 τ; Nepher Robotics: market cap $3.7M, net 24h flow -18 τ; AdTAO: market cap $6.0M, net 24h flow -37 τ; Ralph: market cap $0.6M, net 24h flow -5 τ; Attelier: market cap $1.7M, net 24h flow -9 τ; Vanta: market cap $43M, net 24h flow -312 τ; Chutes: market cap $106M, net 24h flow -714 τ; Desearch: market cap $3.7M, net 24h flow -24 τ; blockmachine: market cap $12M, net 24h flow -96 τ; Harnyx: market cap $1.2M, net 24h flow -7 τ; ItsAI: market cap $4.0M, net 24h flow -20 τ; Almanac: market cap $10M, net 24h flow -47 τ; Affine: market cap $46M, net 24h flow -206 τ; CliqueAI: market cap $7.0M, net 24h flow -22 τ; ByteLeap: market cap $3.1M, net 24h flow -10 τ; sundae_bar: market cap $2.8M, net 24h flow -13 τ; InfiniteQuant: market cap $3.4M, net 24h flow -14 τ; engy: market cap $48M, net 24h flow -79 τ; Refinery: market cap $2.0M, net 24h flow -10 τ; Compute Horde: market cap $5.7M, net 24h flow -23 τ; Ingot: market cap $6.2M, net 24h flow -19 τ; ChronoLLM: market cap $7.6M, net 24h flow -14 τ; lium.io: market cap $148M, net 24h flow -302 τ; Trishool: market cap $9.1M, net 24h flow -15 τ; Liquidity: market cap $6.9M, net 24h flow -17 τ; rec4ll: market cap $1.5M, net 24h flow -3 τ; MANTIS: market cap $2.4M, net 24h flow -8 τ; ReadyAI: market cap $3.9M, net 24h flow -16 τ; TrajectoryRL: market cap $9.2M, net 24h flow -26 τ; Zeus: market cap $5.3M, net 24h flow -12 τ; 404—GEN: market cap $11M, net 24h flow -26 τ; Teutonic: market cap $33M, net 24h flow -79 τ; Allways: market cap $3.1M, net 24h flow -5 τ; StreetVision by NATIX: market cap $2.7M, net 24h flow -5 τ; Herald: market cap $2.3M, net 24h flow -2 τ; Endure Network: market cap $4.3M, net 24h flow -5 τ; Data Universe: market cap $5.8M, net 24h flow -10 τ; Yanez: market cap $6.6M, net 24h flow -5 τ; Apex: market cap $8.3M, net 24h flow -11 τ; UR: market cap $6.9M, net 24h flow -5 τ; CookingTAO: market cap $0.8M, net 24h flow -0 τ; conjectures: market cap $3.3M, net 24h flow -2 τ; Cacheon: market cap $11M, net 24h flow -7 τ; everyframe.studio: market cap $1.3M, net 24h flow -1 τ; Claims: market cap $4.4M, net 24h flow -1 τ; TAOstatus: market cap $4.5M, net 24h flow -0 τ; Graphite: market cap $5.2M, net 24h flow -0 τ; hoτfloaτ: market cap $3.6M, net 24h flow +0 τ; Aurelius: market cap $3.2M, net 24h flow +0 τ; Dojo: market cap $7.5M, net 24h flow +5 τ; Numinous: market cap $3.3M, net 24h flow +5 τ; Hippius: market cap $24M, net 24h flow +27 τ; ConnitoAI: market cap $1.8M, net 24h flow +3 τ; Provenonce: market cap $1.0M, net 24h flow +2 τ; Perturb: market cap $0.6M, net 24h flow +3 τ; Finsight: market cap $1.2M, net 24h flow +3 τ; Gittensor: market cap $3.6M, net 24h flow +18 τ; Ditto: market cap $3.1M, net 24h flow +17 τ; NOVA: market cap $23M, net 24h flow +149 τ; Reliquary: market cap $6.1M, net 24h flow +64 τ; Leadpoet: market cap $5.0M, net 24h flow +20 τ; Tag101: market cap $2.4M, net 24h flow +15 τ; Investing: market cap $3.4M, net 24h flow +31 τ; Komms: market cap $3.2M, net 24h flow +36 τ; CapabilityForge Next: market cap $1.2M, net 24h flow +21 τ; Pareton: market cap $6.2M, net 24h flow +115 τ; Targon: market cap $84M, net 24h flow +1.2K τ; MVTRX: market cap $3.9M, net 24h flow +59 τ; ORO: market cap $11M, net 24h flow +126 τ; THOR: market cap $6.2M, net 24h flow +64 τ; Vidaio: market cap $6.0M, net 24h flow +121 τ; Bitcast: market cap $18M, net 24h flow +265 τ; Carbon: market cap $1.2M, net 24h flow +17 τ; MoirAI: market cap $1.2M, net 24h flow +44 τ; cascade: market cap $1.7M, net 24h flow +44 τ; Cortex: market cap $1.4M, net 24h flow +30 τ; NIOME: market cap $3.4M, net 24h flow +91 τ; Green Compute: market cap $21M, net 24h flow +170 τ; SayGM: market cap $41M, net 24h flow +420 τ; Quasar: market cap $11M, net 24h flow +183 τ; KubeTEE: market cap $3.9M, net 24h flow +104 τ; Astrid: market cap $1.9M, net 24h flow +77 τ; Instant: market cap $3.6M, net 24h flow +203 τ; Quantum Compute: market cap $9.0M, net 24h flow +746 τ; Enigma: market cap $7.6M, net 24h flow +712 τ; Beam: market cap $3.1M, net 24h flow +142 τ. The full directory with sorting and filters is at /subnets.
Network pulse
119 active subnetsNet 24h flow
-1.7K τ
buys − sells
24h volume
81.2K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$222M
5 subnets · live
Annualized revenue
$13M
32d old · AGING
Aggregate multiple
16.6×
cap ÷ revenue
Revenue multiple · log scale
10.4× → 261×
Revenue coverage
5 / 128
$222M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
