Metagraph Capital · Bittensor Signal Board

20 – 21 October

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

3
Leads
10
Watch
206
Posts
Full
Coverage

Leads

3
Tier A Split on chain (two feeds); ownership links are Tensia's own analysis

GPUForge (SN47) moves miners to 69.4% of emissions; Tensia says one group takes 96% of its alpha

A day after eTAO, SN47 cut validators to 12.6% and lifted miners to 69.4%, and SN16 did the same (@TensiaBot). An investigation by Tensia says the owner also controls the only paid miner, ships no product, and has cashed out about 2,120 τ.

69.4%
Miner share, SN47
28.5 → 0.1%
Alpha stakers' share
96%
Alpha to the group, per Tensia
~2,120 τ
Cashed out, per Tensia
43%
SN47 float held by group
SN47 GPUForge, SN16 Zero Hour — chain events 20 Oct 16:30–16:40 UTC; @TensiaFDN 21:37 UTC
Tier A Launch thread and pricing page read directly; customer names are the team's

Leadpoet (SN71) launches V2, an AI sales agent priced at $100 and $500 a month

V2 finds buyers, writes the outreach and follows up on LinkedIn and email; Leadpoet names Dropbox, OnePatch and Muttdata as users (@LeadpoetAI, pricing). From 22 Oct its miner competition gets 50% of emissions, up from 30%, so less is burned (commit).

$100/mo
Launch plan
$500/mo
Accelerate plan
30 → 50%
Miner pot, from 22 Oct
527
Likes on launch
SN71 Leadpoet — @LeadpoetAI 20 Oct 16:00 UTC; Lium (SN51) says it is a user
Tier A Team case study; customer has not confirmed

SayGM (SN28) names a paying customer: Ormas spent $19,553 in six weeks

From 1 Sep to 15 Oct, Ormas (SN76) ran its AI coding agents through SayGM: $19,553 paid for usage that would cost $22,335 at list price (case study). This is gross spend, not SayGM's margin.

$19,553
Paid, 1 Sep–15 Oct
$22,335
At list price
12.5%
Saving
10+
Models used
SN28 SayGM — @say_gm_ 21 Oct 09:00 UTC

Partnership

2
Tier B Team post; no terms

Vidaio (SN85) signs its first named sales partner

Tobruk Protective Security Solutions will resell Vidaio to its existing clients; the team calls it "the first of 4 in our current pipeline" (@vidaio_).

4
Partners in pipeline
SN85 Vidaio — @vidaio_ 20 Oct 19:03 UTC
Tier B Team post

Open Quantum (SN48) adds Qrisp

A Qrisp plugin is live in beta and free, adding another quantum framework to the platform (@QuantumSN48).

SN48 Open Quantum — @QuantumSN48 20 Oct 18:17 UTC

Product

8
Tier B Founder post; site has no model details

Affine (SN120) releases its first video model

const posted a demo from video.affine.io and said the servers were overwhelmed; there is no model card or price yet.

349
Likes
SN120 Affine — @const_reborn 20 Oct 15:32 UTC
Tier B Team post

Trishool (SN23) launches HaloGuard EU, its first product

It blocks AI output the EU AI Act bans or rates high-risk; live, with a free trial (@trishoolai).

$30
Per billion tokens
SN23 Trishool — @trishoolai 21 Oct 09:17 UTC
Tier B Team-measured

REAX (SN92) releases REAX 1, an open decision model

Built on Perplexity Decider v1.2, +2.4 points over its base by the team's measure (@reaxlabs); its models are now also sold on AntSeed (@decisionmodels_).

+2.4 pts
Over base
~3x
Engine speed, day one
SN92 REAX — @reaxlabs 21 Oct 11:02 UTC
Tier B Team thread

Harnyx (SN67) lets miners use any paid model on OpenRouter

The model allowlist is gone, so frontier and open models now compete on every deep-research call (@harnyx_ai).

SN67 Harnyx — @harnyx_ai 21 Oct 11:43 UTC
Tier B Team post

RedTeam (SN61) publishes its buybacks live

A new site tracks buybacks, conviction-locked alpha and miner submissions, with the buyback wallet linked (@_redteam_).

SN61 RedTeam — @_redteam_ 20 Oct 16:37 UTC
Tier B Team test, not independent

ReadyAI (SN33) previews Skill Store 33 for later this month

In the team's test, one SN33 skill took a cheap model from 19 to 32 of 33 known flaws in a security audit (@ReadyAI_).

19 → 32
Of 33 flaws found
SN33 ReadyAI — @ReadyAI_ 20 Oct 23:39 UTC
Tier B Team post

Synth (SN50) extends Synth Ultra to ETH, SOL and XRP

Each asset gets its own ranking and miner rewards for 10-second-ahead price distributions (@SynthdataCo).

3
Assets added
<5 ms
Inference target
SN50 Synth — @SynthdataCo 20 Oct 19:36 UTC
Tier B Team post; announcement only

TPN (SN65) dates a consumer product for November

It will put TPN Labs models in front of everyday users (@TPN_Labs).

SN65 TPN — @TPN_Labs 21 Oct 08:30 UTC