All Subnets

Mainframe

#25Science

Protein molecular dynamics simulation and protein-ligand docking using decentralized GPU power.

Price

$0.004855-6.08%

24h

7d Change

-3.80%

Market Cap

$6.96M

Emission

-

Miners

1

Validators

10

Competitor Mapping

Mainframe

Decentralized

Market Cap

$6.96M

TAM

$3.00B

Model

Token-incentivized

Team

Decentralized miners

Schrodinger + D.E. Shaw Research

SDGR

Market Cap

$900.00M

TAM

$3.00B

Model

Revenue-driven

Team

Enterprise

Mainframe $6.96M0.774%Schrodinger + D.E. Shaw Research $900.00M

Global GPU power for molecular dynamics typically requiring dedicated supercomputers. Complements MetaNova in the drug discovery stack.

Implied Valuation

If Mainframe captures a share of Schrodinger + D.E. Shaw Research's $3.00B TAM

Bear - 0.1% TAM

$3.00M

implied valuation

-56.91%

vs $6.96M current

Base case

Base - 1% TAM

$30.00M

implied valuation

+330.92%

vs $6.96M current

Bull - 5% TAM

$150.00M

implied valuation

+2054.62%

vs $6.96M current

Scenarios illustrate potential scale relative to the traditional market. Actual outcomes depend on adoption, tokenomics, and competitive dynamics.

Thesis

First DeSci subnet targeting pharma R&D. Protein folding is compute-bottlenecked, perfectly suited to decentralized GPU networks.

Risk

Pharma companies are conservative with long sales cycles; proving reliability for regulated workloads is difficult.

Mainframe (SN25) | TAO Alpha