SubnetStats

The leading Bittensor subnet intelligence platform. Comprehensive analytics for TAO subnets at

[SubnetStats @SubnetStats]

Bittensor analytics tell you what happened.

They don't tell you WHO did it.

Today we're launching the rebuilt SubnetStats — every buyer and seller on all 128 subnets, named against the metagraph.

Who's on the other side of your trade? 🧵

[SubnetStats @SubnetStats]

Method: 13,400+ subnet posts classified by impact; 1,520 high-impact events matched to 1-minute prices. Subnets with 15+ such events only.

[SubnetStats @SubnetStats]

Whose news actually moves price?

Average move in the 60 min after a high-impact post (Sep '25–Oct '26):
SN71 Leadpoet +4.18%
SN105 Beam +2.30%
SN118 Ditto +2.10%
SN62 Ridges +1.91%
SN60 Bitsecai +1.82%

Network average: +0.84%.
bittensor:native

[SubnetStats @SubnetStats]

@LeadpoetAI @b1m_ai @heydittoai @ridges_ai @bitsecai your announcements land harder than almost anyone's in the network.

It persists, too: subnets that reacted most to early news kept reacting most later (rank correlation 0.45).

[SubnetStats @SubnetStats]

Holding 0.10 τ for months has happened, but only in dTAO's first year:
SN64 Chutes: launch to Sep 18, 2025 (~7 months)
SN4 Targon: 103 days
SN8 Vanta: 84 days

Breaking back above it is a different story. Among today's top 50, there have been 8 fresh breaks. All 8 fell back below, and 7 of 8 trailed the median subnet over the next 90 days.

The one exception was SN51's own break in April 2025: 24 days above the line.

[SubnetStats @SubnetStats]

@lium_io (SN51) closed above 0.10 τ for the first time since May 2025, and it's up 150% from its March low.

It's the only subnet above that line today. Since September 2025, no subnet has held it for longer than 20 days.

bittensor:native

[SubnetStats @SubnetStats]

Smart money moved first this week. In both directions.

The 200 most profitable wallets on Bittensor supplied 92% of SN39's net inflow (+21.8% on the week) and 91% of SN55's net outflow (−10.7%).

Same cohort. Opposite sides of the tape.

$TAO

[SubnetStats @SubnetStats]

SN80 topping our heat score (7.5x).

99% of holders in profit.

Smart Wallet Score: -3.3%

Our data lets you connect the dots.

[SubnetStats @SubnetStats]

SN28 @say_gm_ seeing buying from all cohorts today, driven in part by a rotation from SN53.

Data here: https://t.co/lSxzoUiSHg

[SubnetStats @SubnetStats]

@Jemmy_AI @DrocksAlex2 No staking rewards in this analysis.

[SubnetStats @SubnetStats]

On SN61 RedTeam, 98% of tracked holders are sitting in profit. On SN28 gm, 96%.

Our own testing says that's a yellow light, not a green one. Crowded winners underperformed the following week.

Everyone being right is what a crowded trade looks like.

[SubnetStats @SubnetStats]

@DrocksAlex2 ~10% in profit

[SubnetStats @SubnetStats]

Review the data yourself 👇
https://t.co/DDSPQpgtLR

[SubnetStats @SubnetStats]

Our heat metric correctly signaled underperformance for several bittensor:native subnets this week.

It's one of our strongest indicators: high heat scores preceded underperformance in our backtests.

See it yourself
https://t.co/DDSPQpgtLR

[SubnetStats @SubnetStats]

On the median Bittensor subnet, 30 of the 100 biggest holders are gone a month later.

Not shrunk, gone. 89% of them dropped out of the top 600 entirely.

35 subnets kept fewer than 60.

It takes a daily record of who held what to see this.

https://t.co/lSxzoUiSHg

[SubnetStats @SubnetStats]

On the median subnet, the top 1% of holders control 27.5% of the entire alpha supply.

On 19 subnets it's above 40%. The most concentrated is 55%.

Emissions get distributed. Ownership doesn't.
https://t.co/EYrYbTrWKp

[SubnetStats @SubnetStats]

Whales positioning into SN107 @theminos_ai, +12% today, driven by a 1,000 bittensor:native buy from a single address.

See whale flows before you trade👇
https://t.co/lSxzoUiSHg

[SubnetStats @SubnetStats]

Two Bittensor trends moving opposite ways this week:

Subnets with positive 14d pool-depth momentum: 43 to 49.

Subnets with positive 7d price momentum: 45 to 41.

Liquidity is arriving in more subnets while price momentum leaves them.

https://t.co/DDSPQpgtLR

[SubnetStats @SubnetStats]

The SubnetStats Data API is live.

Cost-basis ladders, exchange-flow attribution and signal verdicts for all 128 Bittensor subnets.

https://t.co/qr5ireWZk2