Daily briefing
October 30, 2026
Archived briefing. These are the numbers as they stood on 2026-10-30 — 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 29A quiet session
Net flow held near -4.9K τ, while buyers and sellers stayed close to balanced at 39 up / 58 down.
What to watch today
signals, not recommendationsSecond day of selling · Moderate outflow
-41 τ yesterday, -607 τ today — the direction held.
Flipped to inflow · Moderate inflow
Went from -1.5K τ yesterday to +1.5K τ today.
Losing force · Exceptional outflow
-2.3K τ yesterday down to -715 τ today — same direction, roughly half the size.
Atlas Map
Capital movement across the subnet economy
115 mapped · 13 excluded for
Mapped subnets, from largest outflow to largest inflow: ChronoLLM: market cap $3.0M, net 24h flow -715 τ; RedTeam: market cap $8.9M, net 24h flow -1.4K τ; OpenRoboto: market cap $9.0M, net 24h flow -562 τ; THOR: market cap $5.4M, net 24h flow -366 τ; SOMA: market cap $9.3M, net 24h flow -427 τ; cascade: market cap $1.6M, net 24h flow -124 τ; Attune: market cap $2.0M, net 24h flow -49 τ; Almanac: market cap $9.7M, net 24h flow -604 τ; engy: market cap $44M, net 24h flow -1.3K τ; Vidaio: market cap $5.1M, net 24h flow -376 τ; NIOME: market cap $3.1M, net 24h flow -193 τ; Nepher Robotics: market cap $3.1M, net 24h flow -117 τ; Green Compute: market cap $19M, net 24h flow -302 τ; Enigma: market cap $6.8M, net 24h flow -276 τ; Umi: market cap $0.8M, net 24h flow -25 τ; CookingTAO: market cap $0.7M, net 24h flow -26 τ; Yanez: market cap $5.8M, net 24h flow -178 τ; Score: market cap $42M, net 24h flow -1.2K τ; Minos: market cap $12M, net 24h flow -311 τ; TrajectoryRL: market cap $8.7M, net 24h flow -244 τ; Cathedral: market cap $1.5M, net 24h flow -23 τ; iota: market cap $28M, net 24h flow -607 τ; Swarm: market cap $8.8M, net 24h flow -135 τ; KubeTEE: market cap $3.4M, net 24h flow -57 τ; ORO: market cap $9.2M, net 24h flow -147 τ; Gittensor: market cap $3.3M, net 24h flow -60 τ; Trishool: market cap $8.1M, net 24h flow -90 τ; Teutonic: market cap $31M, net 24h flow -674 τ; Actual: market cap $20M, net 24h flow -208 τ; Synth: market cap $4.7M, net 24h flow -73 τ; Attelier: market cap $1.7M, net 24h flow -18 τ; Elenost: market cap $2.8M, net 24h flow -44 τ; Perturb: market cap $0.6M, net 24h flow -9 τ; Instant: market cap $3.3M, net 24h flow -49 τ; GPUForge: market cap $0.6M, net 24h flow -6 τ; True Performance Network: market cap $2.6M, net 24h flow -33 τ; Yugos: market cap $18M, net 24h flow -165 τ; Affine: market cap $43M, net 24h flow -290 τ; ConnitoAI: market cap $1.7M, net 24h flow -11 τ; Cacheon: market cap $11M, net 24h flow -83 τ; Ingot: market cap $5.8M, net 24h flow -34 τ; Vanta: market cap $42M, net 24h flow -260 τ; ReadyAI: market cap $3.6M, net 24h flow -29 τ; rec4ll: market cap $1.4M, net 24h flow -4 τ; UR: market cap $6.4M, net 24h flow -23 τ; Pareton: market cap $5.6M, net 24h flow -25 τ; Chutes: market cap $99M, net 24h flow -270 τ; Zeus: market cap $4.9M, net 24h flow -13 τ; Dojo: market cap $7.0M, net 24h flow -22 τ; Claims: market cap $4.1M, net 24h flow -7 τ; CliqueAI: market cap $6.4M, net 24h flow -9 τ; blockmachine: market cap $11M, net 24h flow -36 τ; Hone: market cap $13M, net 24h flow -31 τ; MANTIS: market cap $2.3M, net 24h flow -5 τ; conjectures: market cap $3.0M, net 24h flow -4 τ; sundae_bar: market cap $2.6M, net 24h flow -3 τ; Tag101: market cap $2.2M, net 24h flow -2 τ; AlphaRidge.ai: market cap $2.6M, net 24h flow -3 τ; Gradients: market cap $19M, net 24h flow -22 τ; Bitcast: market cap $15M, net 24h flow -6 τ; Graphite: market cap $4.9M, net 24h flow -3 τ; Witness: market cap $2.6M, net 24h flow -1 τ; InfiniteQuant: market cap $3.2M, net 24h flow -1 τ; ByteLeap: market cap $2.9M, net 24h flow -0 τ; TAOstatus: market cap $4.3M, net 24h flow -0 τ; NeverPlayAlone: market cap $1.9M, net 24h flow -0 τ; Harnyx: market cap $1.1M, net 24h flow +0 τ; Apex: market cap $7.6M, net 24h flow +2 τ; NOVA: market cap $21M, net 24h flow +4 τ; Aurelius: market cap $3.0M, net 24h flow +1 τ; Liquidity: market cap $6.3M, net 24h flow +2 τ; Compute Horde: market cap $5.3M, net 24h flow +4 τ; hoτfloaτ: market cap $3.3M, net 24h flow +5 τ; Endure Network: market cap $4.0M, net 24h flow +5 τ; Refinery: market cap $1.9M, net 24h flow +6 τ; Data Universe: market cap $5.4M, net 24h flow +19 τ; ItsAI: market cap $3.7M, net 24h flow +9 τ; StreetVision by NATIX: market cap $2.5M, net 24h flow +9 τ; Komms: market cap $2.7M, net 24h flow +10 τ; AdTAO: market cap $5.8M, net 24h flow +16 τ; Verathos: market cap $1.0M, net 24h flow +4 τ; Ridges: market cap $11M, net 24h flow +55 τ; Desearch: market cap $3.4M, net 24h flow +15 τ; Herald: market cap $2.1M, net 24h flow +8 τ; Numinous: market cap $3.0M, net 24h flow +19 τ; 404—GEN: market cap $10.0M, net 24h flow +61 τ; ms.computer: market cap $13M, net 24h flow +42 τ; Leadpoet: market cap $4.4M, net 24h flow +15 τ; Investing: market cap $3.0M, net 24h flow +20 τ; Ralph: market cap $0.5M, net 24h flow +5 τ; Reliquary: market cap $5.5M, net 24h flow +59 τ; CapabilityForge Next: market cap $1.1M, net 24h flow +16 τ; Nodexo: market cap $2.2M, net 24h flow +36 τ; DaniLabs: market cap $4.5M, net 24h flow +61 τ; ChipForge: market cap $0.3M, net 24h flow +4 τ; lium.io: market cap $150M, net 24h flow +1.8K τ; Targon: market cap $80M, net 24h flow +1.5K τ; Finsight: market cap $0.9M, net 24h flow +14 τ; SayGM: market cap $40M, net 24h flow +319 τ; Provenonce: market cap $1.3M, net 24h flow +17 τ; Hippius: market cap $22M, net 24h flow +418 τ; Cortex: market cap $1.3M, net 24h flow +35 τ; Bitsec.ai: market cap $3.7M, net 24h flow +101 τ; Ditto: market cap $2.9M, net 24h flow +84 τ; MVTRX: market cap $3.7M, net 24h flow +129 τ; Allways: market cap $3.0M, net 24h flow +100 τ; Quantum Compute: market cap $10M, net 24h flow +337 τ; Terza Inference: market cap $0.3M, net 24h flow +21 τ; MoirAI: market cap $1.2M, net 24h flow +128 τ; Noah: market cap $2.8M, net 24h flow +146 τ; Astrid: market cap $2.1M, net 24h flow +229 τ; REAX: market cap $1.7M, net 24h flow +236 τ; Beam: market cap $3.9M, net 24h flow +542 τ; Carbon: market cap $2.1M, net 24h flow +241 τ; everyframe.studio: market cap $2.1M, net 24h flow +719 τ. The full directory with sorting and filters is at /subnets.
Network pulse
120 active subnetsNet 24h flow
-4.9K τ
buys − sells
24h volume
148.2K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$207M
5 subnets · live
Annualized revenue
$13M
32d old · AGING
Aggregate multiple
15.4×
cap ÷ revenue
Revenue multiple · log scale
9.9× → 244×
Revenue coverage
5 / 128
$207M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
