Daily briefing
October 29, 2026
Archived briefing. These are the numbers as they stood on 2026-10-29 — 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 28Outflow deepened
Net flow widened 222% to -5.5K τ, while buyers and sellers stayed close to balanced at 38 up / 65 down.
Network
What to watch today
signals, not recommendationsSecond day of selling · Moderate outflow
-841 τ yesterday, -1.9K τ today — the direction held.
Flipped to inflow · Moderate inflow
Went from -414 τ yesterday to +1.9K τ today.
Climbing the flow table · Strong inflow
Net-flow rank #118 yesterday, #3 today.
Atlas Map
Capital movement across the subnet economy
114 mapped · 14 excluded for
Mapped subnets, from largest outflow to largest inflow: ChronoLLM: market cap $4.2M, net 24h flow -2.3K τ; Bitsec.ai: market cap $3.8M, net 24h flow -264 τ; Investing: market cap $3.2M, net 24h flow -236 τ; Terza Inference: market cap $0.2M, net 24h flow -59 τ; Minos: market cap $14M, net 24h flow -1.5K τ; REAX: market cap $1.5M, net 24h flow -106 τ; Score: market cap $47M, net 24h flow -1.9K τ; ORO: market cap $10.0M, net 24h flow -405 τ; OpenRoboto: market cap $12M, net 24h flow -164 τ; Bitcast: market cap $16M, net 24h flow -500 τ; Finsight: market cap $1.0M, net 24h flow -27 τ; Cortex: market cap $1.4M, net 24h flow -43 τ; SOMA: market cap $11M, net 24h flow -190 τ; Ingot: market cap $6.3M, net 24h flow -204 τ; Cathedral: market cap $1.6M, net 24h flow -38 τ; SayGM: market cap $41M, net 24h flow -525 τ; ChipForge: market cap $0.3M, net 24h flow -10 τ; THOR: market cap $6.4M, net 24h flow -123 τ; RedTeam: market cap $12M, net 24h flow -211 τ; conjectures: market cap $3.2M, net 24h flow -94 τ; Komms: market cap $2.9M, net 24h flow -79 τ; Synth: market cap $5.1M, net 24h flow -122 τ; MoirAI: market cap $1.2M, net 24h flow -39 τ; NIOME: market cap $3.5M, net 24h flow -77 τ; KubeTEE: market cap $3.7M, net 24h flow -61 τ; DaniLabs: market cap $4.8M, net 24h flow -97 τ; Targon: market cap $84M, net 24h flow -1.5K τ; Pareton: market cap $6.1M, net 24h flow -133 τ; Swarm: market cap $9.7M, net 24h flow -116 τ; cascade: market cap $1.8M, net 24h flow -28 τ; Yanez: market cap $6.5M, net 24h flow -72 τ; NeverPlayAlone: market cap $2.1M, net 24h flow -35 τ; CapabilityForge Next: market cap $1.2M, net 24h flow -21 τ; Affine: market cap $46M, net 24h flow -505 τ; Teutonic: market cap $34M, net 24h flow -458 τ; Yugos: market cap $19M, net 24h flow -235 τ; Leadpoet: market cap $4.7M, net 24h flow -30 τ; Reliquary: market cap $5.9M, net 24h flow -94 τ; Desearch: market cap $3.6M, net 24h flow -41 τ; UR: market cap $6.9M, net 24h flow -60 τ; Green Compute: market cap $21M, net 24h flow -59 τ; Ditto: market cap $3.0M, net 24h flow -23 τ; ConnitoAI: market cap $1.8M, net 24h flow -15 τ; Actual: market cap $22M, net 24h flow -105 τ; blockmachine: market cap $12M, net 24h flow -134 τ; rec4ll: market cap $1.5M, net 24h flow -7 τ; GPUForge: market cap $0.7M, net 24h flow -4 τ; Ralph: market cap $0.6M, net 24h flow -5 τ; Gradients: market cap $20M, net 24h flow -194 τ; Harnyx: market cap $1.2M, net 24h flow -8 τ; CliqueAI: market cap $6.9M, net 24h flow -27 τ; Hone: market cap $14M, net 24h flow -111 τ; ReadyAI: market cap $3.9M, net 24h flow -36 τ; Numinous: market cap $3.2M, net 24h flow -21 τ; Trishool: market cap $8.9M, net 24h flow -25 τ; 404—GEN: market cap $11M, net 24h flow -58 τ; Herald: market cap $2.2M, net 24h flow -8 τ; Nodexo: market cap $2.3M, net 24h flow -11 τ; Perturb: market cap $0.6M, net 24h flow -2 τ; CookingTAO: market cap $0.8M, net 24h flow -2 τ; Chutes: market cap $107M, net 24h flow -328 τ; sundae_bar: market cap $2.8M, net 24h flow -7 τ; Vidaio: market cap $5.8M, net 24h flow -15 τ; Tag101: market cap $2.4M, net 24h flow -4 τ; InfiniteQuant: market cap $3.4M, net 24h flow -7 τ; Apex: market cap $8.2M, net 24h flow -22 τ; iota: market cap $31M, net 24h flow -41 τ; ItsAI: market cap $3.9M, net 24h flow -3 τ; Liquidity: market cap $6.7M, net 24h flow -6 τ; hoτfloaτ: market cap $3.6M, net 24h flow -2 τ; Umi: market cap $0.9M, net 24h flow -0 τ; Ridges: market cap $12M, net 24h flow -3 τ; Endure Network: market cap $4.3M, net 24h flow -0 τ; Noah: market cap $2.8M, net 24h flow +0 τ; TAOstatus: market cap $4.6M, net 24h flow +1 τ; Witness: market cap $2.8M, net 24h flow +3 τ; Elenost: market cap $3.1M, net 24h flow +5 τ; Provenonce: market cap $1.3M, net 24h flow +1 τ; AlphaRidge.ai: market cap $2.8M, net 24h flow +8 τ; Dojo: market cap $7.5M, net 24h flow +35 τ; Refinery: market cap $2.0M, net 24h flow +11 τ; Compute Horde: market cap $5.7M, net 24h flow +27 τ; MVTRX: market cap $3.8M, net 24h flow +15 τ; Data Universe: market cap $5.8M, net 24h flow +39 τ; Verathos: market cap $1.0M, net 24h flow +5 τ; Aurelius: market cap $3.3M, net 24h flow +18 τ; StreetVision by NATIX: market cap $2.7M, net 24h flow +16 τ; Hippius: market cap $23M, net 24h flow +92 τ; Claims: market cap $4.4M, net 24h flow +15 τ; Nepher Robotics: market cap $3.5M, net 24h flow +11 τ; Zeus: market cap $5.3M, net 24h flow +28 τ; Attelier: market cap $1.8M, net 24h flow +8 τ; Allways: market cap $3.1M, net 24h flow +17 τ; MANTIS: market cap $2.5M, net 24h flow +19 τ; Graphite: market cap $5.3M, net 24h flow +45 τ; everyframe.studio: market cap $1.3M, net 24h flow +10 τ; Gittensor: market cap $3.6M, net 24h flow +24 τ; AdTAO: market cap $6.1M, net 24h flow +41 τ; NOVA: market cap $23M, net 24h flow +187 τ; True Performance Network: market cap $2.8M, net 24h flow +35 τ; Instant: market cap $3.5M, net 24h flow +60 τ; lium.io: market cap $157M, net 24h flow +1.9K τ; ms.computer: market cap $14M, net 24h flow +139 τ; Beam: market cap $3.2M, net 24h flow +50 τ; Astrid: market cap $2.0M, net 24h flow +36 τ; engy: market cap $50M, net 24h flow +495 τ; Attune: market cap $2.4M, net 24h flow +20 τ; TrajectoryRL: market cap $9.5M, net 24h flow +400 τ; Enigma: market cap $7.6M, net 24h flow +261 τ; Vanta: market cap $45M, net 24h flow +1.9K τ; Cacheon: market cap $12M, net 24h flow +800 τ; Almanac: market cap $11M, net 24h flow +724 τ; Quantum Compute: market cap $10M, net 24h flow +1.0K τ; Carbon: market cap $1.7M, net 24h flow +130 τ. The full directory with sorting and filters is at /subnets.
Network pulse
120 active subnetsNet 24h flow
-5.5K τ
buys − sells
24h volume
145.8K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$221M
5 subnets · live
Annualized revenue
$13M
32d old · AGING
Aggregate multiple
16.4×
cap ÷ revenue
Revenue multiple · log scale
10.4× → 252×
Revenue coverage
5 / 128
$221M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
