SN11 Dippy Roleplay leads at +7.4%; SN5 OpenKaito is the weakest at -5.9%. The gap between best and worst is 13.3 points, so subnet selection matters far more than TAO direction today.
Independent intelligence / TAO
Bittensor intelligence for TAO holders.
Read the subnets. Understand the tradeoffs. Model your delegation. A research desk for the decisions behind a TAO position.
36 sample scorecards · Independent research
No wallet connection. No trading execution.
FIG. 01 / NETWORK STUDY
Distributed compute
Collective intelligence
SAMPLE TAPE
TAO / USD · BittensorFetching CoinGecko…
Market cap
24h volume
Vol / cap
What changed in the sample
Sample dataA dated research snapshot, not a live market feed. Sample set: Tuesday, August 4, 2026.
19 subnets raised effective APY by more than half a point, 4 saw it compress. Most of the increases sit in subnets with negative 7d price — yield rising as stake exits, not as returns improve.
Breadth is positive — 22 of 36 subnets are up, average move +0.7%. Broad advances like this tend to be TAO-driven rather than subnet-specific, so beta is doing the work.
02 / SUBNET MONITOR
Sample data · not liveThe delegation board
Top gainers
Leaders are concentrated in training and agent subnets. Dippy Roleplay is doing the heaviest lifting.
- SN11Dippy RoleplayConsumer AI$2.87+7.4%
- SN36AutoppiaWeb Agents$2.09+6.3%
- SN17404-GEN3D Generation$2.44+5.1%
- SN56GradientsAutoML$5.14+4.9%
- SN2Omega A2AMultimodal$3.91+4.6%
24h alpha-token move · synthetic sample sparklines.
Top losers
Search and content-integrity subnets are funding the rotation. Falling price with rising volume is distribution.
- SN5OpenKaitoSearch$2.18-5.9%
- SN16BitAdsAdvertising$1.24-4.7%
- SN89VericoreFact Verification$1.34-4.2%
- SN32DetectionContent Integrity$1.41-3.9%
- SN15De-ValEvaluation$1.62-3.4%
24h alpha-token move · synthetic sample sparklines.
APY changes
19 subnets raised effective APY by more than half a point, 4 saw it compress. Most of the increases sit in subnets with negative 7d price — yield rising as stake exits, not as returns improve.
- SN3TemplarDistributed Training31.2%+2.40pp
- SN9IOTA PretrainingDistributed Training29.6%+1.80pp
- SN77LiquidityMarket Making29.4%+1.70pp
- SN16BitAdsAdvertising28.7%+1.60pp
- SN56GradientsAutoML27.6%+1.50pp
Delegation APY after validator take, and its 24h change in percentage points.
Volume spikes
SN11 Dippy Roleplay shows the largest volume expansion at +71% versus its 24h baseline. Volume expansion into a rising price is confirmation; into a falling price it is distribution.
- SN11Dippy RoleplayConsumer AI$1.2M+71%
- SN36AutoppiaWeb Agents$940K+62%
- SN3TemplarDistributed Training$2.3M+58%
- SN56GradientsAutoML$1.8M+49%
- SN8Proprietary Trading NetworkFinance$3.1M+41%
24h volume and its change versus the prior session.
Capital rotation
Capital is rotating out of yield names and into momentum: the momentum cohort is up 3.3% on the day versus -0.1% for yield-tagged subnets — a 3.4 point spread. Training and agent subnets are absorbing the flow; search and content-integrity subnets are funding it.
Cohort moves, 24h average
- momentum 17 subnets+3.28%
- yield 12 subnets-0.09%
- stable 12 subnets+0.46%
Spread between momentum and yield cohorts: 3.37 points.
Sample snapshot · Aug 4, 2026 · All subnet metrics, scores and trend shapes are sample-derived
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Latest research
Longer-form work behind the numbers above.