Metagraph Capital · Bittensor Signal Board

21 – 22 October

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

0
Leads
8
Watch
268
Posts
Full
Coverage

Material change

1
Tier B On-chain feed

SN59 raises its owner share to 30.1% under eTAO

Alpha stakers' share fell from 4.2% to 0.1%, and the token rose 186% the same day (@subnetradarcom). The subnet has no name on chain.

18 → 30.1%
Owner share
4.2 → 0.1%
Alpha stakers' share
+186.5%
Price, 21 Oct
SN59 — @subnetradarcom 21 Oct 20:16 UTC

Partnership

1
Tier B Team post; no terms

Leadpoet (SN71) starts a pilot with Pareton (SN10)

Leadpoet will find AI companies facing rising GPU costs, and their technical buyers, for Pareton's inference-optimisation network (@LeadpoetAI).

SN71 Leadpoet, SN10 Pareton — @LeadpoetAI 22 Oct 14:21 UTC

Revenue & traction

2
Tier B Founder post; customer unnamed

REAX (SN92) signs a "big customer" for its EU tier

Founder Florian says Decision Models is scaling GPU capacity to serve it (@airesearch12). No name or figure.

SN92 REAX — @airesearch12 22 Oct 09:16 UTC
Tier B Team figures

MVTRX (SN79): its 28 Sep scoring overhaul doubled liquidity

Two thirds of maker fills now come from open-market flow, up from one third (@mvtrx_79).

2x+
Liquidity supplied
−75%
Aggressive orders
⅓ → ⅔
Fills from open flow
SN79 MVTRX — @mvtrx_79 22 Oct 14:06 UTC

Product

2
Tier B Founder post (const); not independently tested

Ingot (SN97) beats Alibaba's own FP8 of Qwen 27B in a week

Miners' FP8 copy sits closer to the original than Qwen's release; next are 2-bit and larger GLM models (@const_reborn).

34%
Closer than Qwen FP8
1 week
Time taken
SN97 Ingot (Dendrite) — @const_reborn 21 Oct 21:08 UTC; @MSBIntel
Tier B Team post; netuid not stated

BitMind launches a new subnet, Yugos

It picks the model, provider and reasoning effort for each request (@bitmind).

Yugos — @bitmind 21 Oct 21:54 UTC

Protocol & governance

2
Tier B Principal statement

Yuma backs the SEC's proposed crypto rules

Its comment letter asks for a disclosure-based framework for issuers that keep trading their own tokens, which covers subnet buybacks (@YumaGroup).

Yuma (DCG) — @YumaGroup 21 Oct 13:52 UTC
Tier B Aggregator summary; awaiting signatures

Runtime v482 proposed: new subnets start with emissions on

It also merges coldkey swaps, changes Yuma payouts and adds proxies (@subnetradarcom).

Opentensor — @subnetradarcom 21 Oct 20:00 UTC