SubnetStats

A NEW ERA FOR SUBNETSTATS 🥁 Our new analytics offerings and website refresh is now live! subnetstats.app Geared towards TAO investors, traders, and researchers👇

Bittensor has seen major developments over the past 14 months, including the launch of subnet tokens, a growing number of subnets (now 128), and a halving. • Staking Dynamics: Subnet staking participation is rising, although only around 20% of TAO circulating is in subnets, vs the 50% of TAO staked to root. • The "Barbell" Approach: Subnet allocations are moving to extremes. Top TAO holders are either largely avoiding subnets or allocating heavily. For the top 5K holder cohort, average subnet allocations grew from 31% to 39% YTD. • New Network Mechanics: Bittensor’s emission model was updated to consider TAO flows into subnets. Subnet deregistrations were also reintroduced. • Ecosystem Risks: The sudden exit of AI lab Covenant, which operated 3 of the top 15 subnets, highlighted the risks of subnets leaving the network, though many subnets have stated staying on the network is key to their success. Full breakdown in the report by Senior Crypto Market Strategist, @martin_gaspar1, and @SubnetStats. Read here: falconx.io/newsroom/state…

SN68 @metanova_labs seeing bids from all cohorts today, as DeSci tokens solana:bioJ9JTqW62MLz7UKHU69gtKhPpGi1BQhccj2kmSvUJ and RSC jump.

Monitor the account here taostats.io/account/5DsyeV…

What just happened to SN3 @tplr_ai ? -29% in an hour. A whale is selling out. SN81 and SN39 -40%+ as well. 5DsyeV...XRtj sold nearly $7M of SN3 alone.

Announcing the launch of SubnetStats Enterprise, our analytics offering for Subnet Owners. Monitor holder retention, cohort movement, miner activity, and cross-subnet flows to drive decisions. Get in touch with us today to get started!

SN51 @lium_io jumping 19% today, led by 3 whales adding 2100+ TAO each. The move follows the announcement of its auto burn of owner subnet tokens.

Massive rotation from a whale $TAO trader from SN36 to SN126 @poker44subnet +68% today 👀

Our cross-chain subnet flows feature is in Beta, rolling out on the platform soon! $TAO

Interesting action playing out with SN4 @TargonCompute Price down, but whales adding.

A milestone day in TAO subnets as @tplr_ai flips @chutes_ai in price to take the top spot. Our data shows SN3 with net 24H buying from both the largest and smallest holder cohorts.

@mockingojay @tplr_ai subnetstats.app

@SubnetStats @tplr_ai what website is this?

Top 200 TAO whale 5HF4Vx adding $1M of SN3 today. @tplr_ai

Whale subnet allocations are ticking higher⏰

@tplr_ai x.com/SubnetStats/st…

We just completed the largest decentralised LLM pre-training run in history: Covenant-72B. Permissionless, on Bittensor subnet 3. 72B parameters. ~1.1T tokens. Commodity internet. No centralized cluster. No whitelist. Anyone with GPUs could join or leave freely. 1/n

SN3 @tplr_ai jumping into the top 3 subnets after its 72B parameter LLM announcement. Our data shows buying is broad-based across all cohorts, not just whales, with 1D net buying of $1.3M.

Steep drawdowns amongst the largest subnets this week. Chutes: -11%. Our data shows whales were heavy sellers, with 3/5 of the largest sales this period done in 1 clip (shown below), amplifying the move. Ridges: -23%, move down also led by whale selling. Chutes has one of the deepest pools ($90M depth). $2.5M of net selling pushed it down this much...is the pool deep enough?🤔

Dynamic TAO just hit its 1yr mark🎂 To celebrate, we are running a 25% off promo with code DTAO25 Sum of Subnets just hit 1.2 and allocations are rising fast. Now is the moment to leverage our subnet analytics.

@citadel212 @chutes_ai this one is from @taoapp_

@SubnetStats @chutes_ai Where are these charts from? On other websites it shows completely different charts

SN64 @chutes_ai climbing to levels not seen since September...comes days after going on Novelty Search. Smaller cohorts led 62% of its net flows this week per our data, pointing to strong retail participation.

@DrocksAlex2 @chutes_ai We offer a free trial, you can cancel anytime.

@SubnetStats @chutes_ai please allow demoing without the sub