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Bittensor Daily — October 8, 2026

Yuma's Large Cap Fund posted a 29.0% USD gain in September, capping a Q3 where it beat the bittensor:native benchmark by more than 16 points. Elsewhere, a SEC filing points to Score (SN44) running live across 124 fuel stations in France, Lium (SN51) is sold out of GPU capacity, and chain buys are hitting ten subnets at once.

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4 reports

01 / DAILY

Yuma's best quarter fund

The Yuma Large Cap Fund gained 29.0% in September on a USD basis, making it Yuma's strongest fund performance in Q3. For the quarter, the fund returned 64.6% against 48.0% for the bittensor:native benchmark. Yuma credits the gap to its large-subnet holdings outperforming the broader subnet market.

02 / DAILY

Score goes commercial in France

A SEC filing reportedly shows Manako Labs has deployed its Physical AI system across 124 Avia Xpress fuel stations in France. The filing frames it as a major commercial rollout tied to Score (SN44), one of the more concrete real-world deployment signals to surface from a subnet team this year.

03 / DAILY

Chain buys and capacity crunch

taodaily_io flagged Bittensor chain buys across ten subnets in the last 24 hours: Lium (SN51), Chutes (SN64), Targon (SN4), Affine (SN120), Score (SN44), Engy (SN53), Vanta (SN8), Minos (SN107), Teutonic (SN3), and IOTA (SN9). Separately, Lium reported all-time-high utilization, with most GPU types fully rented out on its platform. The team is now soliciting GPU owners to list spare capacity, offering 95%+ of rental fees back to lessors.

04 / DAILY

New access programs

A referral program tied to SN28 will pay out in alpha, covering up to 100% of a referred developer's spend on AI inference services in their first 30 days. Reliquary is also opening its post-training infrastructure, including batch generation of training data, to Bittensor subnet teams via early access.

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