Daily briefing

October 27, 2026

Archived briefing. These are the numbers as they stood on 2026-10-27 — not recalculated with today's data.

Atlas Regime

Medium confidence

SELECTIVE

The network is moving, but not together — buyers and sellers are evenly split.

Regime history · 2d

Oct 26 → Oct 27

  1. S
  2. S

2026-10-26: SELECTIVE. 2026-10-27: SELECTIVE

What changed

vs Oct 26

Net flow turned positive

Net flow went from -1.7K τ to +738 τ, while more subnets were bought than the day before (46 up / 53 down).

Network

Net flow-1.7K τ+738 τ
Breadth33 up / 66 down46 up / 53 down

What to watch today

signals, not recommendations
Inflow confirmed+619 τ
SayGM

Second day of buying · Moderate inflow

+420 τ yesterday, +619 τ today — the direction held.

Reversing+2.2K τ
lium.io

Flipped to inflow · Moderate inflow

Went from -302 τ yesterday to +2.2K τ today.

Weakening+209 τ
Enigma

Losing force · Moderate inflow

+712 τ yesterday down to +209 τ today — same direction, roughly half the size.

Atlas Map

Capital movement across the subnet economy

$1.0M$10M$100MApex · SN1DaniLabs · SN2Teutonic · SN3Hone · SN5Numinous · SN6Allways · SN7Vanta · SN8iota · SN9Pareton · SN10TrajectoryRL · SN11Compute Horde · SN12Data Universe · SN13Cacheon · SN14ORO · SN15404—GEN · SN17Zeus · SN18blockmachine · SN19Witness · SN20AdTAO · SN21Desearch · SN22Trishool · SN23Quasar · SN24UR · SN25Perturb · SN26Komms · SN27SayGM · SN28hoτfloaτ · SN29Endure Network · SN30rec4ll · SN31ItsAI · SN32ReadyAI · SN33Yugos · SN34Aurelius · SN37ChronoLLM · SN38Ralph · SN40Graphite · SN43Score · SN44AlphaRidge.ai · SN45Instant · SN46GPUForge · SN47Quantum Compute · SN48Nepher Robotics · SN49Synth · SN50lium.io · SN51Dojo · SN52engy · SN53Yanez · SN54NIOME · SN55Gradients · SN56Attune · SN58Bitsec.ai · SN60RedTeam · SN61Ridges · SN62Enigma · SN63True Performance Network · SN65conjectures · SN66Harnyx · SN67NOVA · SN68Herald · SN69Leadpoet · SN71StreetVision by NATIX · SN72Elenost · SN73Gittensor · SN74Hippius · SN75Liquidity · SN77Umi · SN78MVTRX · SN79OpenRoboto · SN80Reliquary · SN81Noah · SN82CliqueAI · SN83Vidaio · SN85Provenonce · SN87Investing · SN88InfiniteQuant · SN89KubeTEE · SN90cascade · SN91REAX · SN92Cathedral · SN94Actual · SN95Verathos · SN96Ingot · SN97NeverPlayAlone · SN98Cortex · SN100Tag101 · SN101ConnitoAI · SN102TAOstatus · SN104Beam · SN105Nodexo · SN106Minos · SN107ChipForge · SN108Finsight · SN109Green Compute · SN110Claims · SN111THOR · SN112SOMA · SN114MoirAI · SN115Carbon · SN116everyframe.studio · SN117CapabilityForge Next · SN119Affine · SN120sundae_bar · SN121CookingTAO · SN122MANTIS · SN123Swarm · SN124Refinery · SN125Attelier · SN126Astrid · SN127ByteLeap · SN128Targon · SN4Almanac · SN41Chutes · SN64Bitcast · SN93Ditto · SN118ChutesTargonBitcastAlmanacDittolium.ioREAXUmi← CAPITAL LEAVING22 subnets · -6.1K τCAPITAL ENTERING →24 subnets · +8.7K τMARKET CAP · LOG SCALENEUTRAL ±1% OF POOL
OutflowNeutralInflowExternal revenueSize = liquidity

114 mapped · 14 excluded for

Mapped subnets, from largest outflow to largest inflow: REAX: market cap $1.6M, net 24h flow -236 τ; Finsight: market cap $1.0M, net 24h flow -91 τ; OpenRoboto: market cap $12M, net 24h flow -192 τ; Komms: market cap $3.0M, net 24h flow -209 τ; Green Compute: market cap $19M, net 24h flow -342 τ; RedTeam: market cap $13M, net 24h flow -375 τ; Bitcast: market cap $17M, net 24h flow -567 τ; 404—GEN: market cap $11M, net 24h flow -469 τ; Noah: market cap $2.7M, net 24h flow -47 τ; ChipForge: market cap $0.3M, net 24h flow -10 τ; KubeTEE: market cap $3.8M, net 24h flow -91 τ; Instant: market cap $3.5M, net 24h flow -130 τ; Vidaio: market cap $5.8M, net 24h flow -199 τ; Hippius: market cap $23M, net 24h flow -514 τ; Reliquary: market cap $5.8M, net 24h flow -231 τ; Almanac: market cap $10M, net 24h flow -214 τ; Beam: market cap $3.0M, net 24h flow -54 τ; Numinous: market cap $3.2M, net 24h flow -90 τ; Minos: market cap $15M, net 24h flow -227 τ; engy: market cap $47M, net 24h flow -384 τ; Tag101: market cap $2.3M, net 24h flow -35 τ; Targon: market cap $82M, net 24h flow -1.4K τ; Bitsec.ai: market cap $4.3M, net 24h flow -62 τ; True Performance Network: market cap $2.7M, net 24h flow -55 τ; Actual: market cap $22M, net 24h flow -232 τ; Synth: market cap $5.1M, net 24h flow -89 τ; Gradients: market cap $20M, net 24h flow -435 τ; Herald: market cap $2.2M, net 24h flow -26 τ; Leadpoet: market cap $4.8M, net 24h flow -35 τ; Apex: market cap $8.1M, net 24h flow -157 τ; Swarm: market cap $9.6M, net 24h flow -80 τ; StreetVision by NATIX: market cap $2.6M, net 24h flow -39 τ; Ralph: market cap $0.6M, net 24h flow -7 τ; Vanta: market cap $43M, net 24h flow -414 τ; Hone: market cap $14M, net 24h flow -155 τ; Harnyx: market cap $1.2M, net 24h flow -11 τ; Ridges: market cap $12M, net 24h flow -91 τ; iota: market cap $31M, net 24h flow -121 τ; CliqueAI: market cap $6.9M, net 24h flow -17 τ; Chutes: market cap $105M, net 24h flow -393 τ; NOVA: market cap $23M, net 24h flow -67 τ; InfiniteQuant: market cap $3.4M, net 24h flow -10 τ; ItsAI: market cap $3.9M, net 24h flow -11 τ; ReadyAI: market cap $3.9M, net 24h flow -18 τ; CookingTAO: market cap $0.7M, net 24h flow -2 τ; sundae_bar: market cap $2.8M, net 24h flow -8 τ; Zeus: market cap $5.3M, net 24h flow -14 τ; Nodexo: market cap $2.3M, net 24h flow -7 τ; Elenost: market cap $3.2M, net 24h flow -8 τ; Score: market cap $50M, net 24h flow -42 τ; Witness: market cap $2.7M, net 24h flow -4 τ; blockmachine: market cap $12M, net 24h flow -18 τ; hoτfloaτ: market cap $3.6M, net 24h flow -4 τ; MVTRX: market cap $3.8M, net 24h flow -3 τ; Dojo: market cap $7.4M, net 24h flow -7 τ; rec4ll: market cap $1.5M, net 24h flow -1 τ; NeverPlayAlone: market cap $2.1M, net 24h flow -1 τ; Verathos: market cap $1.0M, net 24h flow -0 τ; Data Universe: market cap $5.7M, net 24h flow -2 τ; Aurelius: market cap $3.2M, net 24h flow +2 τ; Compute Horde: market cap $5.6M, net 24h flow +4 τ; everyframe.studio: market cap $1.3M, net 24h flow +1 τ; TAOstatus: market cap $4.5M, net 24h flow +3 τ; Allways: market cap $3.0M, net 24h flow +3 τ; Ingot: market cap $6.2M, net 24h flow +6 τ; Graphite: market cap $5.2M, net 24h flow +8 τ; Claims: market cap $4.3M, net 24h flow +4 τ; CapabilityForge Next: market cap $1.2M, net 24h flow +2 τ; Liquidity: market cap $6.8M, net 24h flow +12 τ; GPUForge: market cap $0.7M, net 24h flow +1 τ; ByteLeap: market cap $3.0M, net 24h flow +6 τ; ORO: market cap $11M, net 24h flow +22 τ; AlphaRidge.ai: market cap $2.7M, net 24h flow +10 τ; conjectures: market cap $3.3M, net 24h flow +10 τ; MoirAI: market cap $1.2M, net 24h flow +6 τ; Pareton: market cap $6.2M, net 24h flow +29 τ; Refinery: market cap $2.0M, net 24h flow +12 τ; DaniLabs: market cap $4.6M, net 24h flow +28 τ; Endure Network: market cap $4.3M, net 24h flow +28 τ; Provenonce: market cap $1.0M, net 24h flow +5 τ; Investing: market cap $3.4M, net 24h flow +23 τ; Desearch: market cap $3.7M, net 24h flow +30 τ; MANTIS: market cap $2.5M, net 24h flow +29 τ; Trishool: market cap $9.1M, net 24h flow +51 τ; TrajectoryRL: market cap $9.2M, net 24h flow +107 τ; Cacheon: market cap $11M, net 24h flow +144 τ; ChronoLLM: market cap $7.7M, net 24h flow +54 τ; UR: market cap $6.9M, net 24h flow +81 τ; Cathedral: market cap $1.7M, net 24h flow +19 τ; Gittensor: market cap $3.7M, net 24h flow +57 τ; Nepher Robotics: market cap $3.7M, net 24h flow +42 τ; ConnitoAI: market cap $1.9M, net 24h flow +36 τ; Teutonic: market cap $34M, net 24h flow +851 τ; Quasar: market cap $11M, net 24h flow +146 τ; lium.io: market cap $151M, net 24h flow +2.2K τ; Ditto: market cap $3.2M, net 24h flow +62 τ; Affine: market cap $47M, net 24h flow +1.2K τ; Enigma: market cap $7.7M, net 24h flow +209 τ; SOMA: market cap $11M, net 24h flow +177 τ; Yugos: market cap $20M, net 24h flow +808 τ; SayGM: market cap $42M, net 24h flow +619 τ; Attelier: market cap $1.8M, net 24h flow +60 τ; Astrid: market cap $2.0M, net 24h flow +83 τ; Perturb: market cap $0.7M, net 24h flow +38 τ; AdTAO: market cap $6.3M, net 24h flow +247 τ; Yanez: market cap $7.0M, net 24h flow +277 τ; Quantum Compute: market cap $9.6M, net 24h flow +490 τ; NIOME: market cap $3.6M, net 24h flow +242 τ; Cortex: market cap $1.5M, net 24h flow +87 τ; Attune: market cap $2.2M, net 24h flow +92 τ; Umi: market cap $0.8M, net 24h flow +79 τ; cascade: market cap $1.9M, net 24h flow +150 τ; THOR: market cap $6.7M, net 24h flow +343 τ; Carbon: market cap $1.3M, net 24h flow +94 τ. The full directory with sorting and filters is at /subnets.

Network pulse

119 active subnets

Net 24h flow

+738 τ

buys − sells

24h volume

105.1K τ

BoughtSold
46% · 4653 · 54%
ConcentrationRest of network
36%64%
TAO $249Strongest momentum THOR Active

Valuation pulse

Explore valuation →

Revenue-backed cap

$218M

5 subnets · live

Annualized revenue

$13M

32d old · AGING

Aggregate multiple

16.2×

cap ÷ revenue

Revenue multiple · log scale

10.2× → 266×

← Lower multipleHigher multiple →

Revenue coverage

Subnets3.9%

5 / 128

Market cap7.3%

$218M

Flow extremes

View all flows →
↓ OutflowInflow ↑

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Research, not financial advice.