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.