# TAO Flow Intel Bundle _Generated 2026-05-03T21:01:01.898049+00:00_ **At a glance:** regime is **Broad risk-on**. Network health 67/100, supply shock 69/100. 3 high-severity alerts active. > The network is mixed right now: healthy enough to monitor aggressively, but not broad enough to trust blindly. --- ## Instructions for AI Analyst (read this first) You are a senior Bittensor (TAO) market and ecosystem analyst. The JSON block below is a live snapshot from an intelligence dashboard: scores, directional signals, on-chain flows, subnet-level activity, supply/staking dynamics, alerts, watchlist candidates, news, and pre-computed AI section briefs. Your job: produce an actionable intelligence brief for an active investor and operator who already understands Bittensor. Do not explain what TAO is. Skip disclaimers and generic risk warnings. Required output structure: 1. Regime call — one sentence. What state is the network in right now? 2. Three things that changed — material shifts vs the last 24h / 7d / 30d. Cite specific numbers. 3. Opportunities (rank up to 3) — name the subnet, validator, or position. For each: one-line thesis, supporting evidence from the data, and the signal that would invalidate it. 4. Risks (rank up to 3) — same format. Include subnets close to pruning, supply-shock signals, breadth deterioration, dev-activity drops. 5. Watchlist actions — for each name in `watchlist_candidates` (and any name flagged as primary_opportunity / primary_risk in `what_matters`), give a one-line verdict: ADD / HOLD / TRIM / DROP, with the reason. 6. Capital allocation read — given `activity_mix`, `scores`, `directional`, and flow data, is this a moment to add risk, hold, or reduce? One paragraph. 7. What to monitor next 24h — three specific metrics or events that would change the picture. Rules: - Be specific. Use subnet names and numbers, not "some subnets" or "high activity". - Check `cache_timestamps` against `generated_at`. If any feed is stale by more than a few hours, flag it. - The `what_matters`, `overview_brief`, `directional`, and `activity_mix` blocks are already opinionated — prefer them when synthesizing the regime call rather than re-deriving from raw fields. - The `alerts` array contains pre-computed warnings (pruning risk, supply shocks, breadth events). Treat these as primary input. - The `intel_memory` field contains prior snapshots — use it to compute deltas where relevant. - The `ai_sections` field contains pre-computed AI summaries for market / supply / internals / subnets / staking. You may quote from them but should add your own synthesis on top. - Do not invent data. If something is missing, say so. - Output should be readable in under 3 minutes. --- ## Live Dashboard Data ```json { "generated_at": "2026-05-03T21:01:01.898049+00:00", "cache_timestamps": { "price": "2026-05-03T21:00:24.303401+00:00", "stats": "2026-05-03T20:54:38.752342+00:00", "pools": "2026-05-03T20:56:13.575816+00:00", "total_price": "2026-05-03T20:59:37.432361+00:00", "price_history": "2026-05-03T20:55:45.298036+00:00", "stats_history": "2026-05-03T20:56:33.616668+00:00", "dereg_ranking": "2026-05-03T20:58:32.889660+00:00", "github_activity": "2026-05-03T20:58:09.924658+00:00", "tao_flow": "2026-05-03T21:00:45.990169+00:00", "validator_yield": "2026-05-03T20:58:55.646165+00:00", "burned_alpha": "2026-05-03T20:59:15.688357+00:00", "subnet_emission": "2026-05-03T20:28:40.169413+00:00", "total_price_history": "2026-05-03T20:29:23.682759+00:00", "network_news": "2026-05-03T20:00:13.907381+00:00", "subnet_news": "2026-05-03T20:00:38.675231+00:00", "media_news": "2026-05-03T20:00:59.281022+00:00", "taoapp_subnet_screener": "2026-05-03T20:51:43.315972+00:00", "taoapp_social_summary": "2026-05-03T20:52:26.362831+00:00", "taoapp_subnet_tags": "2026-05-03T19:52:15.044405+00:00", "taoapp_about_summaries": "2026-05-03T19:52:35.201145+00:00" }, "worker": { "cycle": 170, "current": "tao_flow", "last_cycle": "2026-05-03T21:00:44.369182+00:00" }, "scores": { "supply_shock": 69, "network_health": 67 }, "directional": [ { "label": "Price Momentum", "direction": "up", "strength": "strong", "detail": "Weighted avg of 7d (+16.6%), 30d (-5.4%), 90d (+51.8%)", "value": 17.7 }, { "label": "Accumulation", "direction": "down", "strength": "strong", "detail": "Staking -1.03% / Free float +2.86% (7d)", "value": -3.89 }, { "label": "Development", "direction": "up", "strength": "strong", "detail": "1554 commits across 81 active subnet repos (30d)", "value": 1554 }, { "label": "Ecosystem Flow", "direction": "up", "strength": "strong", "detail": "Net TAO flow into subnets: +2,013,410 TAO", "value": 2013410.0 } ], "alerts": [ { "severity": "high", "kind": "pruning", "netuid": 1, "title": "Apex is close to pruning", "detail": "Pruning rank #1 and not immune" }, { "severity": "high", "kind": "pruning", "netuid": 2, "title": "DSperse is close to pruning", "detail": "Pruning rank #2 and not immune" }, { "severity": "high", "kind": "pruning", "netuid": 3, "title": "deprecated is close to pruning", "detail": "Pruning rank #3 and not immune" }, { "severity": "medium", "kind": "network", "title": "Subnet slot competition is elevated", "detail": "Registration cost is 1,130 TAO" }, { "severity": "low", "kind": "dev", "netuid": 21, "title": "AdTAO has no recent dev activity", "detail": "Large enough subnet to care, but tracked commits are flat" }, { "severity": "low", "kind": "registration", "title": "New subnet registrations detected", "detail": "50 recent registration events in the feed" }, { "severity": "low", "kind": "dev", "netuid": 95, "title": "Subnet 95 has no recent dev activity", "detail": "Large enough subnet to care, but tracked commits are flat" }, { "severity": "low", "kind": "dev", "netuid": 3, "title": "deprecated has no recent dev activity", "detail": "Large enough subnet to care, but tracked commits are flat" }, { "severity": "low", "kind": "dev", "netuid": 81, "title": "deprecated has no recent dev activity", "detail": "Large enough subnet to care, but tracked commits are flat" }, { "severity": "low", "kind": "dev", "netuid": 39, "title": "deprecated has no recent dev activity", "detail": "Large enough subnet to care, but tracked commits are flat" }, { "severity": "low", "kind": "dev", "netuid": 28, "title": "gm has no recent dev activity", "detail": "Large enough subnet to care, but tracked commits are flat" } ], "event_tape": [ { "type": "momentum_up", "severity": "medium", "timestamp": "", "title": "Subnet 84 leading today", "detail": "+121.54% on 2,206 TAO volume", "netuid": 84 }, { "type": "momentum_up", "severity": "medium", "timestamp": "", "title": "Verathos leading today", "detail": "+40.80% on 1,353 TAO volume", "netuid": 96 }, { "type": "momentum_up", "severity": "medium", "timestamp": "", "title": "Subnet 82 leading today", "detail": "+33.39% on 1,116 TAO volume", "netuid": 82 }, { "type": "momentum_up", "severity": "medium", "timestamp": "", "title": "ConnitoAI leading today", "detail": "+28.23% on 8,945 TAO volume", "netuid": 102 }, { "type": "momentum_down", "severity": "medium", "timestamp": "", "title": "Ridges lagging today", "detail": "-13.31% with flow 41,111 TAO", "netuid": 62 }, { "type": "momentum_down", "severity": "medium", "timestamp": "", "title": "Coldint lagging today", "detail": "-7.05% with flow 13,045 TAO", "netuid": 29 }, { "type": "momentum_down", "severity": "medium", "timestamp": "", "title": "Beam lagging today", "detail": "-5.55% with flow 4,373 TAO", "netuid": 105 }, { "type": "momentum_down", "severity": "low", "timestamp": "", "title": "Leadpoet lagging today", "detail": "-4.81% with flow 6,031 TAO", "netuid": 71 }, { "type": "yield", "severity": "low", "timestamp": "", "title": "Yield focus: Verathos", "detail": "30d APY 9614.50% with participation 100%", "netuid": 96 }, { "type": "yield", "severity": "low", "timestamp": "", "title": "Yield focus: Subnet 82", "detail": "30d APY 5978.20% with participation 100%", "netuid": 82 }, { "type": "yield", "severity": "low", "timestamp": "", "title": "Yield focus: Vocence", "detail": "30d APY 3537.48% with participation 100%", "netuid": 78 }, { "type": "yield", "severity": "low", "timestamp": "", "title": "Yield focus: ConnitoAI", "detail": "30d APY 2372.30% with participation 100%", "netuid": 102 }, { "type": "yield", "severity": "low", "timestamp": "", "title": "Yield focus: Subnet 36", "detail": "30d APY 2175.18% with participation 100%", "netuid": 36 }, { "type": "registration", "severity": "low", "timestamp": "2026-04-06T20:16:34.299168+00:00", "title": "Registration: EvolAI", "detail": "netuid #47" }, { "type": "registration", "severity": "low", "timestamp": "2026-04-06T20:16:34.299168+00:00", "title": "Registration: basilica", "detail": "netuid #39" }, { "type": "registration", "severity": "low", "timestamp": "2026-04-06T20:16:34.299168+00:00", "title": "Registration: Ridges", "detail": "netuid #62" }, { "type": "registration", "severity": "low", "timestamp": "2026-04-06T20:16:34.299168+00:00", "title": "Registration: Vanta", "detail": "netuid #8" }, { "type": "registration", "severity": "low", "timestamp": "2026-04-06T20:16:34.299168+00:00", "title": "Registration: CliqueAI", "detail": "netuid #83" }, { "type": "registration", "severity": "low", "timestamp": "2026-04-06T20:16:34.299168+00:00", "title": "Registration: Enigma", "detail": "netuid #63" }, { "type": "registration", "severity": "low", "timestamp": "2026-04-06T20:16:34.299168+00:00", "title": "Registration: Sparket.AI", "detail": "netuid #57" } ], "breadth": { "positive_1d_pct": 60.2, "positive_7d_pct": 50.8, "positive_30d_pct": 42.2, "positive_flow_pct": 100.0, "active_dev_pct": 63.3, "breakout_count": 0, "risk_count": 3, "total_subnets": 128 }, "rotation": { "regime": "Broad risk-on", "net_positive_flow_tao": 2013409.82, "net_negative_flow_tao": 0, "leaders": [ { "netuid": 64, "name": "Chutes", "flow_tao": 206149.1, "change_7d": -3.6 }, { "netuid": 4, "name": "Targon", "flow_tao": 131721.31, "change_7d": -2.3 }, { "netuid": 51, "name": "lium.io", "flow_tao": 124465.49, "change_7d": 10.8 }, { "netuid": 8, "name": "Vanta", "flow_tao": 87247.94, "change_7d": -3.14 }, { "netuid": 120, "name": "Affine", "flow_tao": 84818.14, "change_7d": -5.18 } ], "laggards": [ { "netuid": 96, "name": "Verathos", "flow_tao": 63.39, "change_7d": 1686.0 }, { "netuid": 82, "name": "Subnet 82", "flow_tao": 93.29, "change_7d": 171.92 }, { "netuid": 78, "name": "Vocence", "flow_tao": 257.75, "change_7d": 18.45 }, { "netuid": 36, "name": "Subnet 36", "flow_tao": 482.42, "change_7d": 15.03 }, { "netuid": 70, "name": "NexisGen", "flow_tao": 820.14, "change_7d": 19.98 } ] }, "watchlist_candidates": { "breakouts": [ { "netuid": 64, "name": "Chutes", "summary": "Weighted trend: 1d -1.1%, 7d -3.6%, 30d -10.0%; Net inflow of 206,149 TAO supports demand; Flow accelerating: +22,779 TAO vs 7d ago" }, { "netuid": 4, "name": "Targon", "summary": "Weighted trend: 1d +0.6%, 7d -2.3%, 30d -7.8%; Net inflow of 131,721 TAO supports demand; Flow accelerating: +30,547 TAO vs 7d ago" }, { "netuid": 51, "name": "lium.io", "summary": "Net inflow of 124,465 TAO supports demand; Flow accelerating: +45,111 TAO vs 7d ago; 78 commits in the latest dev window" }, { "netuid": 8, "name": "Vanta", "summary": "Pruning rank is deteriorating; Net inflow of 87,248 TAO supports demand; Flow accelerating: +11,300 TAO vs 7d ago" }, { "netuid": 120, "name": "Affine", "summary": "Weighted trend: 1d +0.1%, 7d -5.2%, 30d -9.5%; Net inflow of 84,818 TAO supports demand; Flow accelerating: +16,084 TAO vs 7d ago" }, { "netuid": 3, "name": "deprecated", "summary": "Weighted trend: 1d +1.3%, 7d +9.8%, 30d -63.2%; Near the front of the pruning queue; No recent tracked development activity" } ], "risk": [ { "netuid": 1, "name": "Apex", "summary": "Weighted trend: 1d -0.7%, 7d -4.5%, 30d -15.9%; Near the front of the pruning queue; Net inflow of 28,779 TAO supports demand" }, { "netuid": 2, "name": "DSperse", "summary": "Near the front of the pruning queue; Weighted trend: 1d -1.0%, 7d -2.0%, 30d -2.0%; Net inflow of 11,158 TAO supports demand" }, { "netuid": 3, "name": "deprecated", "summary": "Weighted trend: 1d +1.3%, 7d +9.8%, 30d -63.2%; Near the front of the pruning queue; No recent tracked development activity" }, { "netuid": 5, "name": "Hone", "summary": "Pruning rank is deteriorating; Net inflow of 37,542 TAO supports demand; Flow accelerating: +2,688 TAO vs 7d ago" }, { "netuid": 6, "name": "Numinous", "summary": "Weighted trend: 1d +0.4%, 7d -5.3%, 30d -19.3%; Pruning rank is deteriorating; Net inflow of 10,456 TAO supports demand" }, { "netuid": 8, "name": "Vanta", "summary": "Pruning rank is deteriorating; Net inflow of 87,248 TAO supports demand; Flow accelerating: +11,300 TAO vs 7d ago" } ], "quality": [ { "netuid": 15, "name": "ORO", "summary": "Flow accelerating: +35,077 TAO vs 7d ago; Thin liquidity with rising demand can amplify upside; Net inflow of 5,270 TAO supports demand" }, { "netuid": 51, "name": "lium.io", "summary": "Net inflow of 124,465 TAO supports demand; Flow accelerating: +45,111 TAO vs 7d ago; 78 commits in the latest dev window" }, { "netuid": 107, "name": "Minos", "summary": "Flow accelerating: +31,064 TAO vs 7d ago; Thin liquidity with rising demand can amplify upside; Net inflow of 3,782 TAO supports demand" }, { "netuid": 46, "name": "RESI", "summary": "Flow accelerating: +33,452 TAO vs 7d ago; Thin liquidity with rising demand can amplify upside; Net inflow of 11,969 TAO supports demand" }, { "netuid": 79, "name": "MVTRX", "summary": "Thin liquidity with rising demand can amplify upside; Flow accelerating: +16,003 TAO vs 7d ago; Net inflow of 10,153 TAO supports demand" }, { "netuid": 97, "name": "distil", "summary": "Flow accelerating: +19,361 TAO vs 7d ago; Thin liquidity with rising demand can amplify upside; Net inflow of 4,548 TAO supports demand" } ] }, "subnet_drilldowns": { "64": { "netuid": 64, "name": "Chutes", "symbol": "", "subtitle": "Serverless AI Compute Platform", "tags": [ "Compute", "Inference", "Rayon Labs" ], "classification": "neutral", "market_cap_usd": 118516969.69572134, "price_tao": 0.0788067290559411, "change_1d": -1.0782, "change_7d": -3.5977, "change_30d": -9.9757, "liquidity_tao": 412334.562766676, "volume_24h_tao": 4471870.281566398, "net_flow_tao": 206149.100417196, "flow_7d_delta": 22779.31, "flow_30d_delta": 4471888.46, "tao_in_pool": 206173.184104951, "alpha_in_pool": 2631083.944739838, "tao_in_emission": 0.0, "emission_rank": 105, "emission_share_pct": 0.0, "market_share_pct": 2.84, "age_days": 496.4, "buyers_24h": 0, "sellers_24h": 0, "taoapp_buy_volume_tao_1d": 1370.818722903, "taoapp_sell_volume_tao_1d": 2829.717766691002, "taoapp_total_volume_tao_1d": 4200.536489594002, "taoapp_net_volume_tao_24h": -1458.8990437879963, "taoapp_net_volume_tao_7d": -4545.93525102604, "taoapp_gini_top100": 0.5991583466529846, "taoapp_hhi": 0.04537149518728256, "taoapp_root_prop": 0.15528847851716557, "taoapp_alpha_prop": 0.8447115214828343, "social_messages_24h": 17, "social_authors_24h": 6, "social_analyses_24h": 1, "social_last_analysis": "2026-05-03T00:12:12.053000", "pruning_rank": 39, "github_commits": 1, "github_contributors": 0, "apy_30d": 0.0, "subnet_url": "https://chutes.ai", "github_repo": "https://github.com/chutesai/chutes", "owner_coldkey": "5FRYKhbmfXPDoHdUUDMx27E3HuMvAzwjzFMMq3rNurUhAyS9", "owner_hotkey": "5F4Q3cA8EvApwhBj4eLjbb1meiLtzKgWhkF5JLRMNhRfqULc", "outlook": "Watch", "score": 68, "confidence": 71, "summary": "Weighted trend: 1d -1.1%, 7d -3.6%, 30d -10.0%; Net inflow of 206,149 TAO supports demand; Flow accelerating: +22,779 TAO vs 7d ago", "reasons": [ { "label": "Momentum", "value": -4.31, "tone": "neg", "detail": "Weighted trend: 1d -1.1%, 7d -3.6%, 30d -10.0%" }, { "label": "Capital Flow", "value": 206149.1, "tone": "pos", "detail": "Net inflow of 206,149 TAO supports demand" }, { "label": "Flow Momentum", "value": 22779.3, "tone": "pos", "detail": "Flow accelerating: +22,779 TAO vs 7d ago" }, { "label": "Development", "value": 1, "tone": "pos", "detail": "1 commits in the latest dev window" }, { "label": "Liquidity Setup", "value": 412334.562766676, "tone": "neu", "detail": "412,335 TAO of liquidity" }, { "label": "Pruning Risk", "value": 39, "tone": "neu", "detail": "No immediate pruning pressure" } ], "news": [ { "scope": "subnet", "feed_type": "commit", "netuid": 64, "name": "Chutes", "title": "Retries on log stream, other fixes (#73)", "updated": "2026-04-16T08:39:18Z", "summary": "
Retries on log stream, other fixes (#73)
", "link": "https://github.com/chutesai/chutes/commit/50d3a5f6e9dd0d1360d74e14622f1571a28bfaae", "repo": "chutesai/chutes" }, { "scope": "subnet", "feed_type": "commit", "netuid": 64, "name": "Chutes", "title": "Enhanced log/status viewing for private chutes. (#71)", "updated": "2026-04-03T08:32:24Z", "summary": "
Enhanced log/status viewing for private chutes. (#71)
", "link": "https://github.com/chutesai/chutes/commit/304f2ecbec63e234dc155e931b855f9a15b8408f", "repo": "chutesai/chutes" }, { "title": "Chutes & Ladders\u2014Astellas appoints new top strategist from Sanofi Japan - Fierce Biotech", "updated": "Fri, 01 May 2026 12:30:00 GMT", "link": "https://news.google.com/rss/articles/CBMipAFBVV95cUxOWXZzSDg2Q1hlOUFiN2Y3RnlNdTNlZ1V2Mkh4VURDdjlabW05QjFrcXNuSGNpR2hCM0xtYlo3SE10UGo5ck9Qa1FieGRialhJT3BlYjNTZW1rMnFFQ2tYVG9DUVVhUnpSVU1IaTFIaU91SkR0VVlXR3M2UjZkYWdlaHdDQU5LQ3pjdWgxcVNxUTJ4cVprMjdTbzJkc2w4WFFRM2pvTw?oc=5", "source": "Fierce Biotech", "feed_type": "media" }, { "title": "Chutes & Ladders\u2014Cityblock names former UHC exec as chief health officer; Blue Shield taps chief pharmacy officer - Fierce Healthcare", "updated": "Thu, 23 Apr 2026 07:00:00 GMT", "link": "https://news.google.com/rss/articles/CBMiwwFBVV95cUxObzdyTGN2RTkwa2l5S2QtOHlsOW5jeFN6UDBLckZ0VE5TODA0bHVoZlY3RDB0Z1FQblV4VUFpTkJmUDhuUlZLQ00xTC1fR2w0UDdlYWhRY0dzcWZweFczY3BUUmlfMm12QVlkUTZIUXJXT0Q1QmwwSEVVY1c3Wl8tWGVQbjFnOFlsREdSb25qOWxoSTBfNXJzMFluUjI3WWhDWDRpX2hEV2pWUVNSR2tXa0gtMDN3b2tkSXRrNlFuTHAwWG8?oc=5", "source": "Fierce Healthcare", "feed_type": "media" } ] }, "51": { "netuid": 51, "name": "lium.io", "symbol": "", "subtitle": "GPU Marketplace", "tags": [ "Compute" ], "classification": "neutral", "market_cap_usd": 91138751.53273937, "price_tao": 0.06358441757038236, "change_1d": 2.1122, "change_7d": 10.7951, "change_30d": 34.0376, "liquidity_tao": 248977.731807156, "volume_24h_tao": 1585456.563944413, "net_flow_tao": 124465.488307445, "flow_7d_delta": 45111.31, "flow_30d_delta": 1585483.56, "tao_in_pool": 124209.949444507, "alpha_in_pool": 1983249.362669097, "tao_in_emission": 0.03131424, "emission_rank": 1, "emission_share_pct": 9.28, "market_share_pct": 1.71, "age_days": 574.9, "buyers_24h": 0, "sellers_24h": 0, "taoapp_buy_volume_tao_1d": 7194.459391748002, "taoapp_sell_volume_tao_1d": 7872.743683065997, "taoapp_total_volume_tao_1d": 15067.203074813999, "taoapp_net_volume_tao_24h": -678.2476766459995, "taoapp_net_volume_tao_7d": 1675.0149082119642, "taoapp_gini_top100": 0.7519566416740417, "taoapp_hhi": 0.060788609087467194, "taoapp_root_prop": 0.1616948156986107, "taoapp_alpha_prop": 0.8383051843013893, "social_messages_24h": 2, "social_authors_24h": 1, "social_analyses_24h": 1, "social_last_analysis": "2026-05-03T00:10:45.333000", "pruning_rank": 128, "github_commits": 78, "github_contributors": 0, "apy_30d": 66.42973585083874, "subnet_url": "lium.io", "github_repo": "https://github.com/Datura-ai/lium-io", "owner_coldkey": "5FqACMtcegZxxopgu1g7TgyrnyD8skurr9QDPLPhxNQzsThe", "owner_hotkey": "5FTVrwEpjvpNeKwczFtYjs62GHKKLHLCdqCThtj2unZouKg1", "outlook": "Constructive", "score": 91, "confidence": 89, "summary": "Net inflow of 124,465 TAO supports demand; Flow accelerating: +45,111 TAO vs 7d ago; 78 commits in the latest dev window", "reasons": [ { "label": "Capital Flow", "value": 124465.5, "tone": "pos", "detail": "Net inflow of 124,465 TAO supports demand" }, { "label": "Flow Momentum", "value": 45111.3, "tone": "pos", "detail": "Flow accelerating: +45,111 TAO vs 7d ago" }, { "label": "Development", "value": 78, "tone": "pos", "detail": "78 commits in the latest dev window" }, { "label": "Yield", "value": 66.43, "tone": "pos", "detail": "66.43% 30d validator yield" }, { "label": "Momentum", "value": 13.57, "tone": "pos", "detail": "Weighted trend: 1d +2.1%, 7d +10.8%, 30d +34.0%" }, { "label": "Emission Weight", "value": 9.3, "tone": "pos", "detail": "9.3% of total network emission" } ], "news": [ { "scope": "subnet", "feed_type": "release", "netuid": 51, "name": "lium.io", "title": "executor-v1.101", "updated": "2026-04-27T15:20:44Z", "summary": "

No big changes for executor

", "link": "https://github.com/Datura-ai/lium-io/releases/tag/executor-v1.101", "repo": "Datura-ai/lium-io" }, { "scope": "subnet", "feed_type": "release", "netuid": 51, "name": "lium.io", "title": "miner-v1.001", "updated": "2026-04-22T11:23:39Z", "summary": "

What's Changed