Daily briefing
November 3, 2026
Atlas Regime
Low confidenceSELECTIVE
The network is moving, but not together — buyers and sellers are evenly split.
What changed
vs Nov 2The network eased overnight
DEFENSIVE → SELECTIVE
Net flow narrowed 30% to -5.2K τ, while buyers and sellers stayed close to balanced at 49 up / 54 down.
Network
What to watch today
signals, not recommendationsSecond day of selling · Moderate outflow
-4.4K τ yesterday, -6.7K τ today — the direction held.
Atlas Map
Capital movement across the subnet economy
115 mapped · 13 excluded for
Mapped subnets, from largest outflow to largest inflow: ChronoLLM: market cap $3.1M, net 24h flow -461 τ; Beam: market cap $3.6M, net 24h flow -281 τ; Attelier: market cap $1.7M, net 24h flow -143 τ; CookingTAO: market cap $0.6M, net 24h flow -58 τ; Provenonce: market cap $1.1M, net 24h flow -73 τ; cascade: market cap $1.5M, net 24h flow -138 τ; everyframe.studio: market cap $5.2M, net 24h flow -219 τ; KubeTEE: market cap $3.4M, net 24h flow -211 τ; lium.io: market cap $131M, net 24h flow -6.7K τ; Actual: market cap $18M, net 24h flow -729 τ; Terza Inference: market cap $0.3M, net 24h flow -13 τ; Attune: market cap $1.8M, net 24h flow -24 τ; MVTRX: market cap $3.5M, net 24h flow -134 τ; ORO: market cap $8.5M, net 24h flow -245 τ; Astrid: market cap $2.6M, net 24h flow -68 τ; Quantum Compute: market cap $10M, net 24h flow -256 τ; ConnitoAI: market cap $2.1M, net 24h flow -55 τ; Perturb: market cap $0.6M, net 24h flow -19 τ; Desearch: market cap $3.3M, net 24h flow -78 τ; Elenost: market cap $2.6M, net 24h flow -67 τ; CapabilityForge Next: market cap $1.1M, net 24h flow -29 τ; Enigma: market cap $5.7M, net 24h flow -88 τ; Ingot: market cap $5.6M, net 24h flow -79 τ; Targon: market cap $78M, net 24h flow -1.1K τ; Zeus: market cap $4.7M, net 24h flow -71 τ; Ralph: market cap $0.5M, net 24h flow -9 τ; Komms: market cap $2.6M, net 24h flow -39 τ; Umi: market cap $0.7M, net 24h flow -6 τ; MANTIS: market cap $2.3M, net 24h flow -29 τ; ms.computer: market cap $15M, net 24h flow -77 τ; Noah: market cap $2.7M, net 24h flow -12 τ; Finsight: market cap $0.8M, net 24h flow -5 τ; Refinery: market cap $1.8M, net 24h flow -18 τ; Aurelius: market cap $3.0M, net 24h flow -21 τ; Gittensor: market cap $2.9M, net 24h flow -16 τ; 404—GEN: market cap $9.3M, net 24h flow -65 τ; Data Universe: market cap $5.0M, net 24h flow -43 τ; CliqueAI: market cap $6.2M, net 24h flow -20 τ; engy: market cap $41M, net 24h flow -93 τ; Cortex: market cap $1.4M, net 24h flow -5 τ; Ridges: market cap $11M, net 24h flow -49 τ; Gradients: market cap $18M, net 24h flow -90 τ; TrajectoryRL: market cap $7.4M, net 24h flow -32 τ; ItsAI: market cap $3.5M, net 24h flow -11 τ; blockmachine: market cap $11M, net 24h flow -40 τ; Hone: market cap $13M, net 24h flow -39 τ; Tag101: market cap $2.1M, net 24h flow -3 τ; Almanac: market cap $9.7M, net 24h flow -15 τ; AlphaRidge.ai: market cap $2.5M, net 24h flow -5 τ; InfiniteQuant: market cap $3.1M, net 24h flow -5 τ; Verathos: market cap $0.9M, net 24h flow -2 τ; Witness: market cap $2.5M, net 24h flow -5 τ; Vanta: market cap $41M, net 24h flow -62 τ; Apex: market cap $7.3M, net 24h flow -12 τ; Chutes: market cap $96M, net 24h flow -86 τ; Liquidity: market cap $6.1M, net 24h flow -5 τ; Yugos: market cap $16M, net 24h flow -6 τ; sundae_bar: market cap $2.5M, net 24h flow -1 τ; GPUForge: market cap $0.6M, net 24h flow -0 τ; Dojo: market cap $6.8M, net 24h flow -2 τ; TAOstatus: market cap $4.1M, net 24h flow -0 τ; hoτfloaτ: market cap $3.3M, net 24h flow -0 τ; iota: market cap $27M, net 24h flow -0 τ; Graphite: market cap $4.8M, net 24h flow +4 τ; NeverPlayAlone: market cap $1.9M, net 24h flow +2 τ; Allways: market cap $2.9M, net 24h flow +3 τ; Trishool: market cap $7.9M, net 24h flow +7 τ; Reliquary: market cap $5.3M, net 24h flow +13 τ; Affine: market cap $42M, net 24h flow +66 τ; Investing: market cap $2.9M, net 24h flow +5 τ; THOR: market cap $5.2M, net 24h flow +7 τ; Harnyx: market cap $1.1M, net 24h flow +3 τ; Swarm: market cap $8.5M, net 24h flow +17 τ; SayGM: market cap $35M, net 24h flow +42 τ; ByteLeap: market cap $2.8M, net 24h flow +7 τ; Vidaio: market cap $5.3M, net 24h flow +25 τ; ReadyAI: market cap $3.4M, net 24h flow +31 τ; Teutonic: market cap $30M, net 24h flow +205 τ; Herald: market cap $2.0M, net 24h flow +12 τ; Compute Horde: market cap $5.2M, net 24h flow +57 τ; Numinous: market cap $3.0M, net 24h flow +34 τ; Endure Network: market cap $4.0M, net 24h flow +41 τ; NIOME: market cap $2.8M, net 24h flow +33 τ; Pareton: market cap $5.4M, net 24h flow +76 τ; Synth: market cap $4.6M, net 24h flow +54 τ; Hippius: market cap $22M, net 24h flow +199 τ; UR: market cap $5.1M, net 24h flow +63 τ; Score: market cap $42M, net 24h flow +416 τ; RedTeam: market cap $7.5M, net 24h flow +70 τ; Bitcast: market cap $15M, net 24h flow +169 τ; MoirAI: market cap $1.2M, net 24h flow +27 τ; Green Compute: market cap $18M, net 24h flow +113 τ; OpenRoboto: market cap $8.9M, net 24h flow +54 τ; Nepher Robotics: market cap $3.2M, net 24h flow +49 τ; Yanez: market cap $6.3M, net 24h flow +114 τ; AdTAO: market cap $6.2M, net 24h flow +120 τ; Nodexo: market cap $2.2M, net 24h flow +84 τ; SOMA: market cap $8.9M, net 24h flow +143 τ; NOVA: market cap $21M, net 24h flow +635 τ; StreetVision by NATIX: market cap $2.6M, net 24h flow +102 τ; Claims: market cap $4.1M, net 24h flow +92 τ; Cacheon: market cap $11M, net 24h flow +443 τ; Ditto: market cap $2.5M, net 24h flow +96 τ; Bitsec.ai: market cap $3.6M, net 24h flow +138 τ; conjectures: market cap $3.0M, net 24h flow +163 τ; REAX: market cap $2.0M, net 24h flow +108 τ; Leadpoet: market cap $4.5M, net 24h flow +160 τ; ChipForge: market cap $0.2M, net 24h flow +18 τ; Minos: market cap $13M, net 24h flow +672 τ; rec4ll: market cap $1.5M, net 24h flow +72 τ; Cathedral: market cap $1.7M, net 24h flow +104 τ; DaniLabs: market cap $4.8M, net 24h flow +510 τ; Instant: market cap $3.7M, net 24h flow +610 τ; True Performance Network: market cap $3.5M, net 24h flow +749 τ; Carbon: market cap $2.4M, net 24h flow +123 τ. The full directory with sorting and filters is at /subnets.
Network pulse
119 active subnetsNet 24h flow
-5.2K τ
buys − sells
24h volume
170.3K τ
Valuation pulse
Explore valuation →Revenue-backed cap
$200M
5 subnets · live
Annualized revenue
$13M
34d old · AGING
Aggregate multiple
14.9×
cap ÷ revenue
Revenue multiple · log scale
9.7× → 208×
Revenue coverage
5 / 128
$200M
Flow extremes
View all flows →Share this briefing
Research, not financial advice.
