Daily briefing
November 2, 2026
Atlas Regime
High confidenceDEFENSIVE
Capital is leaving subnets broadly — buyers and sellers are evenly split.
What changed
vs Nov 1Outflow deepened
Net flow widened 256% to -7.4K τ, while buyers and sellers stayed close to balanced at 46 up / 55 down.
Network
What to watch today
signals, not recommendationsSecond day of selling · Moderate outflow
-656 τ yesterday, -4.4K τ today — the direction held.
Flipped to inflow · Exceptional inflow
Went from -23 τ yesterday to +620 τ today.
Losing force · Moderate outflow
-1.0K τ yesterday down to -411 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: NeverPlayAlone: market cap $2.0M, net 24h flow -345 τ; Ditto: market cap $2.4M, net 24h flow -464 τ; CookingTAO: market cap $0.6M, net 24h flow -45 τ; Enigma: market cap $5.9M, net 24h flow -460 τ; Almanac: market cap $9.8M, net 24h flow -489 τ; Attune: market cap $1.9M, net 24h flow -37 τ; Provenonce: market cap $1.3M, net 24h flow -44 τ; 404—GEN: market cap $9.4M, net 24h flow -549 τ; TrajectoryRL: market cap $7.5M, net 24h flow -450 τ; lium.io: market cap $142M, net 24h flow -4.4K τ; REAX: market cap $1.9M, net 24h flow -61 τ; Trishool: market cap $8.1M, net 24h flow -144 τ; SayGM: market cap $36M, net 24h flow -411 τ; ReadyAI: market cap $3.5M, net 24h flow -165 τ; engy: market cap $42M, net 24h flow -510 τ; Verathos: market cap $1.0M, net 24h flow -29 τ; Green Compute: market cap $18M, net 24h flow -117 τ; Reliquary: market cap $5.4M, net 24h flow -155 τ; SOMA: market cap $8.7M, net 24h flow -84 τ; Ingot: market cap $5.7M, net 24h flow -86 τ; Chutes: market cap $97M, net 24h flow -1.5K τ; Finsight: market cap $0.9M, net 24h flow -9 τ; Quantum Compute: market cap $11M, net 24h flow -113 τ; Noah: market cap $2.8M, net 24h flow -18 τ; Actual: market cap $20M, net 24h flow -158 τ; Ralph: market cap $0.5M, net 24h flow -7 τ; Data Universe: market cap $5.1M, net 24h flow -98 τ; Synth: market cap $4.6M, net 24h flow -53 τ; Astrid: market cap $2.7M, net 24h flow -21 τ; conjectures: market cap $2.9M, net 24h flow -31 τ; Zeus: market cap $4.8M, net 24h flow -48 τ; THOR: market cap $5.3M, net 24h flow -30 τ; Perturb: market cap $0.6M, net 24h flow -6 τ; Targon: market cap $80M, net 24h flow -471 τ; Harnyx: market cap $1.1M, net 24h flow -8 τ; AlphaRidge.ai: market cap $2.5M, net 24h flow -19 τ; CliqueAI: market cap $6.3M, net 24h flow -24 τ; Yugos: market cap $16M, net 24h flow -108 τ; Affine: market cap $43M, net 24h flow -221 τ; Liquidity: market cap $6.1M, net 24h flow -33 τ; ORO: market cap $8.8M, net 24h flow -40 τ; Cacheon: market cap $11M, net 24h flow -72 τ; Elenost: market cap $2.7M, net 24h flow -17 τ; Claims: market cap $4.0M, net 24h flow -13 τ; Apex: market cap $7.5M, net 24h flow -54 τ; Gradients: market cap $19M, net 24h flow -120 τ; Swarm: market cap $8.5M, net 24h flow -28 τ; Numinous: market cap $3.0M, net 24h flow -11 τ; Bitsec.ai: market cap $3.5M, net 24h flow -9 τ; iota: market cap $28M, net 24h flow -63 τ; rec4ll: market cap $1.3M, net 24h flow -2 τ; ByteLeap: market cap $2.8M, net 24h flow -4 τ; Compute Horde: market cap $5.2M, net 24h flow -13 τ; Teutonic: market cap $30M, net 24h flow -61 τ; Tag101: market cap $2.2M, net 24h flow -3 τ; InfiniteQuant: market cap $3.1M, net 24h flow -4 τ; Herald: market cap $2.0M, net 24h flow -2 τ; Vanta: market cap $42M, net 24h flow -52 τ; cascade: market cap $1.6M, net 24h flow -2 τ; sundae_bar: market cap $2.6M, net 24h flow -2 τ; ItsAI: market cap $3.6M, net 24h flow -2 τ; Hone: market cap $13M, net 24h flow -11 τ; blockmachine: market cap $11M, net 24h flow -5 τ; Komms: market cap $2.6M, net 24h flow -1 τ; Dojo: market cap $6.9M, net 24h flow -1 τ; hoτfloaτ: market cap $3.3M, net 24h flow -0 τ; TAOstatus: market cap $4.2M, net 24h flow -0 τ; Graphite: market cap $4.8M, net 24h flow -0 τ; UR: market cap $5.1M, net 24h flow +6 τ; Witness: market cap $2.5M, net 24h flow +5 τ; Allways: market cap $2.9M, net 24h flow +7 τ; MVTRX: market cap $3.7M, net 24h flow +11 τ; Aurelius: market cap $3.0M, net 24h flow +15 τ; DaniLabs: market cap $4.3M, net 24h flow +20 τ; Hippius: market cap $22M, net 24h flow +86 τ; Gittensor: market cap $2.9M, net 24h flow +13 τ; Ridges: market cap $11M, net 24h flow +76 τ; Nodexo: market cap $2.2M, net 24h flow +18 τ; NOVA: market cap $21M, net 24h flow +133 τ; MANTIS: market cap $2.3M, net 24h flow +19 τ; Investing: market cap $3.0M, net 24h flow +19 τ; Pareton: market cap $5.4M, net 24h flow +51 τ; Minos: market cap $12M, net 24h flow +76 τ; Desearch: market cap $3.4M, net 24h flow +31 τ; Bitcast: market cap $14M, net 24h flow +100 τ; Endure Network: market cap $4.0M, net 24h flow +40 τ; MoirAI: market cap $1.2M, net 24h flow +17 τ; StreetVision by NATIX: market cap $2.5M, net 24h flow +38 τ; Score: market cap $42M, net 24h flow +391 τ; Refinery: market cap $1.9M, net 24h flow +33 τ; NIOME: market cap $2.9M, net 24h flow +41 τ; True Performance Network: market cap $2.7M, net 24h flow +42 τ; Beam: market cap $4.1M, net 24h flow +42 τ; AdTAO: market cap $6.1M, net 24h flow +75 τ; ms.computer: market cap $16M, net 24h flow +140 τ; Terza Inference: market cap $0.3M, net 24h flow +6 τ; GPUForge: market cap $0.6M, net 24h flow +10 τ; Nepher Robotics: market cap $3.2M, net 24h flow +56 τ; Instant: market cap $3.3M, net 24h flow +115 τ; CapabilityForge Next: market cap $1.2M, net 24h flow +48 τ; Leadpoet: market cap $4.4M, net 24h flow +84 τ; RedTeam: market cap $7.5M, net 24h flow +181 τ; Vidaio: market cap $5.3M, net 24h flow +218 τ; Umi: market cap $0.7M, net 24h flow +20 τ; Cortex: market cap $1.4M, net 24h flow +45 τ; Cathedral: market cap $1.6M, net 24h flow +44 τ; Yanez: market cap $6.2M, net 24h flow +211 τ; ChipForge: market cap $0.3M, net 24h flow +14 τ; KubeTEE: market cap $3.6M, net 24h flow +150 τ; Carbon: market cap $2.1M, net 24h flow +57 τ; Attelier: market cap $2.0M, net 24h flow +97 τ; ChronoLLM: market cap $3.7M, net 24h flow +620 τ; OpenRoboto: market cap $9.0M, net 24h flow +245 τ; ConnitoAI: market cap $2.1M, net 24h flow +355 τ; everyframe.studio: market cap $5.7M, net 24h flow +1.2K τ. The full directory with sorting and filters is at /subnets.
Network pulse
120 active subnetsNet 24h flow
-7.4K τ
buys − sells
24h volume
133.4K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$203M
5 subnets · live
Annualized revenue
$13M
33d old · AGING
Aggregate multiple
15.1×
cap ÷ revenue
Revenue multiple · log scale
9.8× → 203×
Revenue coverage
5 / 128
$203M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
