Metagraph Capital · Bittensor Signal Board

11 – 12 October

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

1
Leads
6
Watch
207
Posts
Full
Coverage

Leads

Tier A · 1 Watchlist subnet
Tier A Team post, repeated by Opentensor; ledger shows part

Almanac (SN41) reports a record $69,868 in September fees, all to buybacks

The team says all of it bought and burned TAO and SN41 alpha (7 Oct); its own ledger shows a $44,915 September burn, so about $25k is not yet visible.

$69,868
September fees
>3x
vs August
~$0.84M
Annualised
$44,915
Burn on ledger
SN41 Almanac — @almnc_ai 7 Oct 15:33 UTC · @opentensor weekly highlights 11 Oct

Material change

1
Tier B Team post; picked up by TAO.com

Verathos (SN96) becomes "Verathos Decide" on 15 October

Miners will serve open-weight decision models that return a signed probability for each option, and emission will follow paid demand (team).

15 Oct
Switch date
SN96 Verathos — @verathos_ai 12 Oct 07:27 UTC

Product

4
Tier B Team post

Engy (SN53) pays referrers 10% of a customer's API spend for a year

Payouts are in USDC or credits (team, TAO Daily); Engy also lists GLM-5.3 at 30% below OpenRouter.

10%
Referred spend
12 mo
Payout term
30%
Below OpenRouter, GLM-5.3
SN53 Engy — @engyai 11 Oct 21:45 UTC
Tier B Founder posts; nothing registered yet

Score (SN44) founder says the team will focus on world models

Max Sebti calls it complementary to the vision business, "not a pivot" (post); Score says sub-subnets will carry it.

SN44 Score — @MaxSebti 10–11 Oct · @webuildscore
Tier B Team post

TPN (SN65) ships its first release-ready model

TPN005 makes Ministral-3-8B about 40% smaller while keeping its 32k context (team).

~40%
Smaller
32k
Context kept
SN65 TPN — @TPN_Labs 12 Oct 12:51 UTC
Tier B Team post

taostats launches a new API; old endpoints close in 30 days

Existing keys still work (taostats).

~11 Nov
Old endpoints off
taostats — @taostats 12 Oct 11:31 UTC

Protocol & governance

1
Tier B Aggregator digest of team channels only

Beam (SN105) fixes a bug that overcounted miners' alpha sales

The bug sits in the sale tracking behind last week's sell penalty; Beam also cut telemetry prices (Subnet Radar).

SN105 Beam — @subnetradarcom 11 Oct 19:02 UTC