Subnet MetricsIssue 210 September 2026

The week on chain

Corrected 10 September 2026: burn totals now use actual AlphaBurned and AlphaRecycled events, including combined buy-and-burn operations previously omitted. This issue's window contains 30,199 alpha across 11 subnets. TAO valuations use the panel available on the issue date; this does not establish revenue funding.

Panel depth
565
Subnets
128
Burned this week
357τ
Top-5 share
31.9%
Median root prop
0.156
Finding 01 · Verified burns

Verified alpha burns

Indexed AlphaBurned and AlphaRecycled outcomes this week: 30,199 α ≈ 357.0τ across 11 subnets. Actual emitted alpha amounts; TAO values use panel prices.

SubnetNameα burnedτ valueUSDBurnsWallets
SN49Nepher Robotics17,233142.2τ21
SN53engy1,93157.0τ31
SN8Vanta1,84451.6τ1641
SN11TrajectoryRL5,30041.0τ10617
SN68NOVA1,10324.4τ251
SN64Chutes31623.4τ11343
SN74Gittensor1,7606.9τ671
SN62Ridges3604.0τ16723
SN80OpenRoboto2613.8τ3715
SN90KubeTEE912.7τ21
SN88Investing00.0τ11
Alpha valued at the panel's latest price for that subnet. Actual emitted burn/recycle amounts are used, including combined buy-and-burn operations; requested amounts are not used.

13 subnets that publicly claim revenue-funded alpha buys had no indexed burn this week: SN4 Targon, SN19 Blockmachine, SN21 AdTAO, SN33 ReadyAI, SN34 BitMind, SN41 Almanac, SN50 Synth, SN51 Lium, SN54 Yanez, SN56 Gradients, SN93 Bitcast, SN110 Green Compute, SN118 Ditto. A claim without a burn is not false: alpha bought and held in a treasury does not create a burn event. A burn does not establish a preceding market purchase or revenue funding.

Alpha burned per day, valued in τ
Indexed AlphaBurned and AlphaRecycled event outcomes, by UTC day, over the last 90 panel days. Each subnet's alpha is valued at the panel's latest price for that subnet, so the height is comparable across days at today's prices, not the price on the day.
Finding 02 · Concentration

Where subnet value sits

The five largest subnets hold 31.9% of subnet market cap and the ten largest 46.6%. Over the last 90 days the top-5 share moved +3.7% (from 28.2% on 2026-06-06) and the top-10 share +4.3%.

Top 5 shareTop 10 share
Share of total subnet market cap (root excluded) held by the five and ten largest subnets, one reading per panel day.
Finding 03 · Root

How much of validation still comes from root

The median subnet's root proportion is 0.156, -0.017 against 0.173 on 2026-06-06. Root proportion is the share of a subnet's stake weight that comes from root (netuid 0) rather than its own alpha; as it falls, the subnet's own token carries more of its validation.

Median root proportion
The median across all subnets of the root share of stake weight, one reading per panel day.
Finding 04 · Movers

Biggest movers

Market-cap change over the week, excluding subnets under 2,000τ where a large percentage move carries no information.

Subnet7dMarket cap (τ)
SN103+83.9%3,685τ
SN94+58.4%7,568τ
SN117+51.2%9,049τ
SN61+49.8%65,828τ
SN91+36.0%11,399τ
SN76-26.5%2,208τ
SN39-15.7%33,442τ
SN54-11.3%20,619τ
SN38-10.8%13,126τ
SN31-10.2%6,434τ

How these numbers are made

One snapshot per day, unbroken since dTAO opened, plus a direct chain read of owner wallets for the buyback figures. Nothing here is estimated, modelled or sourced from a disclosure. It is what the chain showed. Where a figure has a known limit, the limit is stated next to it rather than in a footnote.