Daily briefing
October 31, 2026
Archived briefing. These are the numbers as they stood on 2026-10-31 — not recalculated with today's data.
Atlas Regime
Medium confidenceSELECTIVE
The network is moving, but not together — buyers and sellers are evenly split.
What changed
vs Oct 30The network eased overnight
DEFENSIVE → SELECTIVE
Net flow narrowed 37% to -3.1K τ, while buyers and sellers stayed close to balanced at 43 up / 48 down.
Network
What to watch today
signals, not recommendationsSecond day of selling · Strong outflow
-244 τ yesterday, -976 τ today — the direction held.
Flipped to inflow · Moderate inflow
Went from -90 τ yesterday to +265 τ today.
Losing force · Moderate outflow
-1.4K τ yesterday down to -208 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: UR: market cap $5.5M, net 24h flow -867 τ; Umi: market cap $0.7M, net 24h flow -90 τ; TrajectoryRL: market cap $7.9M, net 24h flow -976 τ; Gittensor: market cap $3.0M, net 24h flow -250 τ; NIOME: market cap $2.8M, net 24h flow -261 τ; OpenRoboto: market cap $8.4M, net 24h flow -206 τ; Green Compute: market cap $19M, net 24h flow -295 τ; engy: market cap $43M, net 24h flow -740 τ; SOMA: market cap $9.1M, net 24h flow -183 τ; RedTeam: market cap $8.6M, net 24h flow -208 τ; Enigma: market cap $6.6M, net 24h flow -224 τ; Bitcast: market cap $14M, net 24h flow -374 τ; Minos: market cap $12M, net 24h flow -237 τ; Data Universe: market cap $5.3M, net 24h flow -204 τ; Finsight: market cap $0.9M, net 24h flow -14 τ; Carbon: market cap $2.0M, net 24h flow -19 τ; DaniLabs: market cap $4.5M, net 24h flow -86 τ; ORO: market cap $9.2M, net 24h flow -131 τ; ChipForge: market cap $0.3M, net 24h flow -4 τ; Teutonic: market cap $31M, net 24h flow -483 τ; True Performance Network: market cap $2.6M, net 24h flow -37 τ; Yugos: market cap $18M, net 24h flow -231 τ; Targon: market cap $80M, net 24h flow -838 τ; Pareton: market cap $5.6M, net 24h flow -80 τ; iota: market cap $28M, net 24h flow -294 τ; Instant: market cap $3.2M, net 24h flow -41 τ; NOVA: market cap $21M, net 24h flow -199 τ; Ralph: market cap $0.5M, net 24h flow -6 τ; SayGM: market cap $40M, net 24h flow -128 τ; Tag101: market cap $2.2M, net 24h flow -14 τ; Allways: market cap $3.0M, net 24h flow -20 τ; Affine: market cap $43M, net 24h flow -235 τ; GPUForge: market cap $0.6M, net 24h flow -3 τ; Apex: market cap $7.6M, net 24h flow -59 τ; CliqueAI: market cap $6.4M, net 24h flow -21 τ; Actual: market cap $20M, net 24h flow -54 τ; Elenost: market cap $2.8M, net 24h flow -13 τ; Harnyx: market cap $1.1M, net 24h flow -5 τ; Chutes: market cap $100M, net 24h flow -372 τ; CookingTAO: market cap $0.7M, net 24h flow -2 τ; Gradients: market cap $19M, net 24h flow -80 τ; Ingot: market cap $5.9M, net 24h flow -16 τ; ItsAI: market cap $3.7M, net 24h flow -9 τ; Zeus: market cap $5.0M, net 24h flow -13 τ; CapabilityForge Next: market cap $1.1M, net 24h flow -4 τ; Endure Network: market cap $4.1M, net 24h flow -10 τ; Hone: market cap $13M, net 24h flow -34 τ; Herald: market cap $2.1M, net 24h flow -4 τ; MANTIS: market cap $2.3M, net 24h flow -5 τ; InfiniteQuant: market cap $3.2M, net 24h flow -5 τ; ConnitoAI: market cap $1.7M, net 24h flow -2 τ; Desearch: market cap $3.4M, net 24h flow -5 τ; Liquidity: market cap $6.3M, net 24h flow -7 τ; AlphaRidge.ai: market cap $2.6M, net 24h flow -4 τ; Dojo: market cap $7.0M, net 24h flow -10 τ; blockmachine: market cap $11M, net 24h flow -15 τ; Aurelius: market cap $3.0M, net 24h flow -2 τ; TAOstatus: market cap $4.3M, net 24h flow -1 τ; Compute Horde: market cap $5.4M, net 24h flow -2 τ; NeverPlayAlone: market cap $1.9M, net 24h flow -1 τ; ByteLeap: market cap $2.9M, net 24h flow -0 τ; hoτfloaτ: market cap $3.4M, net 24h flow -1 τ; Witness: market cap $2.6M, net 24h flow -0 τ; sundae_bar: market cap $2.6M, net 24h flow -0 τ; Vanta: market cap $42M, net 24h flow -2 τ; KubeTEE: market cap $3.5M, net 24h flow +1 τ; ReadyAI: market cap $3.6M, net 24h flow +2 τ; Graphite: market cap $4.9M, net 24h flow +4 τ; rec4ll: market cap $1.4M, net 24h flow +1 τ; Komms: market cap $2.7M, net 24h flow +3 τ; conjectures: market cap $3.0M, net 24h flow +4 τ; Claims: market cap $4.1M, net 24h flow +4 τ; Refinery: market cap $1.9M, net 24h flow +4 τ; Investing: market cap $3.0M, net 24h flow +6 τ; StreetVision by NATIX: market cap $2.5M, net 24h flow +9 τ; Swarm: market cap $9.0M, net 24h flow +18 τ; Ridges: market cap $11M, net 24h flow +48 τ; Reliquary: market cap $5.6M, net 24h flow +34 τ; Leadpoet: market cap $4.4M, net 24h flow +11 τ; Numinous: market cap $3.1M, net 24h flow +17 τ; Cacheon: market cap $11M, net 24h flow +64 τ; MVTRX: market cap $3.8M, net 24h flow +21 τ; Score: market cap $42M, net 24h flow +188 τ; Hippius: market cap $22M, net 24h flow +117 τ; ChronoLLM: market cap $3.1M, net 24h flow +18 τ; 404—GEN: market cap $10M, net 24h flow +81 τ; Vidaio: market cap $5.2M, net 24h flow +46 τ; Nodexo: market cap $2.2M, net 24h flow +28 τ; Yanez: market cap $5.9M, net 24h flow +43 τ; lium.io: market cap $153M, net 24h flow +992 τ; Verathos: market cap $1.0M, net 24h flow +13 τ; Bitsec.ai: market cap $3.8M, net 24h flow +36 τ; Nepher Robotics: market cap $3.2M, net 24h flow +24 τ; Synth: market cap $4.8M, net 24h flow +61 τ; MoirAI: market cap $1.2M, net 24h flow +31 τ; Attune: market cap $2.1M, net 24h flow +19 τ; Almanac: market cap $10M, net 24h flow +244 τ; Cathedral: market cap $1.5M, net 24h flow +32 τ; ms.computer: market cap $14M, net 24h flow +239 τ; Noah: market cap $3.0M, net 24h flow +46 τ; THOR: market cap $5.6M, net 24h flow +124 τ; Quantum Compute: market cap $11M, net 24h flow +279 τ; Cortex: market cap $1.4M, net 24h flow +45 τ; Trishool: market cap $8.6M, net 24h flow +265 τ; AdTAO: market cap $6.2M, net 24h flow +248 τ; cascade: market cap $1.7M, net 24h flow +105 τ; Attelier: market cap $1.8M, net 24h flow +100 τ; Beam: market cap $4.3M, net 24h flow +272 τ; Perturb: market cap $0.7M, net 24h flow +70 τ; Provenonce: market cap $1.4M, net 24h flow +82 τ; REAX: market cap $2.1M, net 24h flow +308 τ; Terza Inference: market cap $0.3M, net 24h flow +46 τ; everyframe.studio: market cap $2.9M, net 24h flow +499 τ; Ditto: market cap $3.3M, net 24h flow +294 τ; Astrid: market cap $2.7M, net 24h flow +404 τ. The full directory with sorting and filters is at /subnets.
Network pulse
120 active subnetsNet 24h flow
-3.1K τ
buys − sells
24h volume
102.5K 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
9.8× → 277×
Revenue coverage
5 / 128
$207M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
