Latest Graphite Protocol (GP) News Update

Deep Dive

1. @LBank_Exchange: Listing boosts liquidity hopes 🚀

"$GP will be listed on LBank! […] powering @LiveBONK & @bonk_fun"
– @LBank_Exchange (752K followers · 12.9K impressions · 2025-07-08 09:16 UTC)
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What this means: Bullish for GP because exchange listings typically enhance accessibility and liquidity, though short-term price surges often face sell pressure.

2. @GraphiteProto: Strategic buybacks defy bearish trends 💰

"We’ve acquired […] 5.95% of the supply […] $400,000 DCA strategy"
– @GraphiteProto (17.7K followers · 1.1K impressions · 2025-10-29 13:42 UTC)
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What this means: Neutral-to-bullish as consistent buybacks reduce circulating supply, but reliance on centralized treasury decisions raises governance concerns.

3. @CoinBubbles_App: Volatility dominates GP’s narrative 📉📈

"GP surged 126.28% in 30D […] but plunged 48.6% weekly"
– @CoinBubbles_App (840 followers · 2.4K impressions · 2026-01-04 11:20 UTC)
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What this means: Bearish for short-term holders due to erratic price action, but long-term holders may see accumulation opportunities if fundamentals hold.

Conclusion

The consensus on $GP is mixed, balancing bullish buyback strategies and exchange growth against volatility and centralization risks. Watch the circulating supply metric (34.1M GP as of Jan 2026) for signs of sustained scarcity amid team acquisitions. Can GP stabilize while scaling @bonk_fun’s infrastructure?

Deep Dive

1. Token Relock Proposal (Pending)

Overview: A 16 August 2025 announcement proposed relocking 10% of $GP’s total supply (currently vested) to extend team alignment over a 3-year horizon. This governance vote aims to reduce sell pressure while funding ecosystem development.
What this means: Bullish if approved, as it signals long-term commitment and reduces liquid supply. Risks include delayed execution or community pushback.

2. Mobile Expansion (2026)

Overview: Graphite is hiring app developers to support @bonk_fun’s mobile growth, targeting deeper integration with Solana meme coin traders. The platform already commands 80%+ market share in meme launches (30 July 2025).
What this means: Neutral-to-bullish – success depends on user retention amid competition (e.g., Pump.fun). Mobile adoption could drive fee revenue, directly benefiting $GP via buybacks.

3. Cross-Chain Deployment (2026)

Overview: The original whitepaper (GitBook) outlines plans to expand beyond Solana to Ethereum and Polygon, targeting broader creator tool adoption. Current revenue ($40M–$150M/year) may fund this infrastructure shift.
What this means: Bullish long-term if executed – diversifies revenue streams and reduces Solana dependency. Execution risks include delayed technical integration.

4. Revenue-Driven Buybacks (Ongoing)

Overview: Graphite uses 7.6% of platform fees to buy back $GP from markets, with a $400k/month DCA strategy active since October 2025 (29 Oct 2025).
What this means: Bullish – creates consistent buy-side pressure. However, reliance on volatile meme coin activity introduces cyclical risk.

Conclusion

Graphite Protocol is prioritizing tokenomics stability (buybacks, vesting) while scaling its flagship @bonk_fun product and cross-chain ambitions. Watch for progress on mobile adoption metrics and Ethereum/Polygon testnets to gauge execution efficacy. Will sustained meme coin demand offset the risks of a concentrated revenue model?

Deep Dive

1. Strategic Reserve Expansion (29 October 2025)

Overview:
Graphite Protocol announced accumulating 3.79% of GP’s total supply (~5.95% of circulating supply) through a $400,000 hourly DCA strategy. This follows earlier buybacks, including a $15,000 USDC purchase at $0.41/GP on 30 October, to strengthen its strategic reserve.

What this means:
This is bullish for GP as buybacks reduce circulating supply and signal long-term confidence. However, sustainability depends on continued revenue from platforms like @bonk_fun, which holds 80%+ meme coin market share. (Graphite Protocol)

2. Price Volatility (11 August 2025)

Overview:
GP dropped 48.6% to $1.60 in a week, underperforming rivals like Pump.fun ($PUMP +32.3%) due to thin liquidity and competition in Solana’s meme coin sector. The decline coincided with Bitcoin’s dominance rising to 58.55%.

What this means:
Bearish short-term pressure reflects GP’s sensitivity to market-wide risk-off sentiment. Metrics like RSI (70.9 for AERO) and MACD signaled overbought conditions for peers, but GP lacked technical support. (AMBCrypto)

3. Website Overhaul (16 August 2025)

Overview:
Graphite launched a redesigned website with real-time treasury tracking ($16.8M cash reserves), revised tokenomics (proposed 10% supply relock), and wallet transparency to counter FUD.

What this means:
Neutral-to-bullish: Transparency may rebuild trust post-FUD, but the unexecuted relock proposal risks dilution if rejected. Revenue remains tied to @bonk_fun’s volatile launchpad activity. (Graphite Protocol)

Conclusion

GP balances strategic buybacks and transparency efforts against meme coin market turbulence. While its $16.8M treasury and @bonk_fun’s dominance offer foundational strength, reliance on speculative trading and unresolved tokenomics questions linger. Will GP’s DCA strategy outpace sell pressure from altcoin rotation?

Deep Dive

1. Website & Docs Overhaul (16 August 2025)

Overview: Graphite released a redesigned website with detailed tokenomics, wallet transparency, and real-time verification of treasury holdings ($16.8M cash reserves).
The update includes tagged wallets and a streamlined interface to combat misinformation. While not a direct code change, it reflects backend improvements to data integration and transparency tools.

What this means: This is neutral for GP because clearer documentation reduces community speculation but doesn’t directly enhance protocol functionality. However, it may improve investor confidence in the project’s governance.
(Source)

2. Vesting Relock Proposal (16 August 2025)

Overview: The team proposed relocking 10% of GP’s total supply (already vested tokens) for three years to align incentives with long-term holders.
This requires smart contract adjustments but hasn’t been executed yet.

What this means: This is bullish for GP if approved, as reduced sell pressure from team-held tokens could stabilize prices. However, delays or rejection might trigger skepticism about centralization risks.
(Source)

3. Technical Review Pass (10 August 2025)

Overview: Graphite passed a critical technical review for its updated whitepaper and website, resolving prior rejections over tokenomics clarity.
The approval allows access to deeper liquidity pools, likely involving backend optimizations for exchange integrations.

What this means: This is bullish for GP because improved regulatory compliance and liquidity access could attract institutional interest, though no direct code upgrades were disclosed.
(Source)

Conclusion

Graphite’s recent updates prioritize transparency and liquidity over direct code innovations, with vesting reforms and documentation upgrades taking center stage. While these signal operational maturity, the absence of major protocol upgrades leaves technical momentum unclear. How will Graphite balance infrastructure development with its focus on revenue-driven growth?