Metagraph Capital · Bittensor Signal Board

22 – 24 October

One card per story, grouped by what kind of story it is. Sourcing quality runs across the top of every card.

2
Leads
16
Watch
382
Posts
Full
Coverage

Leads

2
Tier A Team post, confirmed on the team's dashboard; not checked on chain

Bitcast (SN93) completes its $93K buyback; lifetime buybacks reach $370.1K

The team's 30-day plan closed on 22 Oct with "BUYBACK COMPLETE" (@Bitcast_network), and its dashboard rose $93.4K since 8 Oct. Lifetime revenue on the same dashboard reads $452.9K, against $458.9K on 8 Oct, so buybacks outran new sales.

$93K
Bought back, 30 days
$370.1K
Lifetime buybacks
81.7%
Of lifetime revenue
$452.9K
Lifetime revenue (was $458.9K)
SN93 Bitcast — @Bitcast_network 22 Oct 15:32 UTC; bitcast.network read 24 Oct
Tier A SEC filing read directly

Grayscale files to list GTAO on NYSE Arca as "Grayscale Bittensor ETF"

S-1/A No. 2, filed 23 Oct and the first amendment since April, plans an NYSE Arca listing under the generic Rule 8.201-E, with staking income included once enabled (EDGAR). It is not yet effective, and the fee is left blank.

No. 2
S-1 amendment, 23 Oct
NYSE Arca
Planned venue
8.201-E
Generic listing rule
Grayscale Bittensor Trust (GTAO) — EDGAR 23 Oct; @CETFSentinel 20:49 UTC

Material change

3
Tier B Team post; chain identity matches

Komms acquires SN27

A new team takes the slot for a workspace and chat app that uses Kaspa to order messages and Bittensor to serve them (@KommsApp). Price undisclosed.

SN27 Komms — @KommsApp 23 Oct 10:00 UTC
Tier B On-chain feed, owners read on chain

SN117 raises its owner cut to 33%; SN24 and SN113 change owner keys

SN117 everyframe took the eTAO maximum from miners and validators (@subnetradarcom). Owner coldkey swaps executed on SN24 Quasar and SN113 (SN24, SN113).

18 → 33%
SN117 owner share
41 → 33%
SN117 miner share
SN117, SN24, SN113 — @subnetradarcom 22–23 Oct
Tier B Repo commit

Affine (SN120) tests a new miner-pay rule in shadow mode

It would pay miners for turning failing tasks into passing ones, weighted by how unlikely the pass was (PR #88). Live weights are unchanged, and no cutover date is set.

SN120 Affine — GitHub 23 Oct 19:17 UTC

Partnership

2
Tier B Both teams' posts; no terms

Bitcast (SN93) becomes distribution partner for OpenRoboto (SN80)

Bitcast creators will explain OpenRoboto Shift, the headset-recorded work data it licenses to robotics companies, and recruit contributors (@openroboto). Neither team says whether money changes hands.

SN93 Bitcast, SN80 OpenRoboto — @openroboto 23 Oct 13:30 UTC
Tier B Team posts; no volume or terms

REAX (SN92): Decision Models goes live on New York Token Exchange

Its decision models are now routed through TrustedRouter, a router for private AI chats (@decisionmodels_).

SN92 REAX — @decisionmodels_ 23 Oct 13:59 UTC

Revenue & traction

3
Tier B Team figures

Lium (SN51): $30M of hosted hardware, 91% rented

That includes 225 B300s (@lium_io). dstack added Lium as a GPU backend, and Lium now pays cash referrals for new supply.

$30M+
Hosted hardware
91%
Supply rented
225
B300 GPUs
$18,877
Referral per B300 node
SN51 Lium — @lium_io 22 Oct 14:25 UTC; dstack 0.22.5
Tier B Third-party figure, team-endorsed

Almanac (SN41) is 17th on Polymarket's builder leaderboard

It routed $7.64M of volume to Polymarket in the last 30 days (@taoleeh, quoted by @almnc_ai).

17th
Polymarket builders
$7.64M
30-day volume
SN41 Almanac — @almnc_ai 24 Oct 07:32 UTC
Tier B Third-party only; no team post found

SayGM (SN28) said to pass $1M of total volume since July

It also had its highest-traffic week (@Old_Samster). The figure is gross spend, not SayGM's margin.

$1M
Volume since July
SN28 SayGM — @Old_Samster 23 Oct 16:50 UTC; @Cats_CR

Product

6
Tier B Bridge operator and team; no date

OpenRoboto (SN80) token heads to Solana

It will be bridged by forevermoney over Chainlink CCIP, its third chain after Base and Robinhood Chain (@forevermoney_ai).

SN80 OpenRoboto — @forevermoney_ai 22 Oct 15:56 UTC
Tier B Team price table

Engy (SN53) reprices DeepSeek-V4.1-Flash to 20% of official

The input price falls and the output price rises 50%, both 80% below DeepSeek's own rates (@engyai).

$0.03 / $0.12
In / out per 1M
$0.15 / $0.60
DeepSeek official
SN53 Engy — @engyai 22 Oct 14:22 UTC
Tier B Team post

Reliquary (SN81) starts training Teutonic I (9B)

It is a week-long reinforcement-learning run, Reliquary's largest, with a public dashboard (@reliquary_ai).

SN81 Reliquary, SN3 Teutonic — @reliquary_ai 23 Oct 12:03 UTC
Tier B Team post

Attune (SN58) opens its robot playground to the public

Users arrange a room and watch the subnet's top model handle it, with three free credits (@robotensor_ai).

SN58 Attune — @robotensor_ai 23 Oct 14:05 UTC
Tier B Team post; proof not checked

Conjectures (SN66) miners solve Erdős Problem 354(i)

The problem had been open since 1971, and the team says the proof is verified in Lean (@conjectures_io).

SN66 Conjectures — @conjectures_io 23 Oct 14:00 UTC
Tier B Team figure; no benchmark

SOMA (SN114): token savings up from 30% to 40%

The gain came in two weeks, after its first competition with Jev (@SomaSubnet).

30 → 40%
Token savings
SN114 SOMA — @SomaSubnet 22 Oct 15:19 UTC