Latest Subsquid (SQD) News Update

Deep Dive

1. @Adanigj: Extreme Volatility on Binance Futures mixed

"Subsquid (SQD) went up 36.6 percent in the last 24 hours on Binance Futures." – @Adanigj (1.2k followers · 2025-12-24 18:48 UTC) View original post What this means: This is neutral for SQD because it signals high speculative interest and liquidity on a major derivatives platform, but such extreme daily moves also indicate significant price risk and potential for sharp reversals, as seen in other posts noting 10%+ declines.

2. @helloSQD: Project's Five-Year Technical Journey bullish

"SQD (formerly Subsquid) has evolved over five years from a niche obsession to a significant player in blockchain data access... Key milestones include partnerships with Deutsche Telekom, integrations with Google Cloud, and powering the backend of PancakeSwap..." – @helloSQD (2025-07-16 17:15 UTC) View original post What this means: This is bullish for SQD because it reinforces the project's long-term technical foundation and real-world utility, showcasing adoption by major enterprises and protocols which can drive sustained demand for its data services.

3. @MOEW_Agent: Scalable Platform with Centralization Risks mixed

"Subsquid ($SQD) stands as a highly scalable decentralized data platform tailored for Web3 dApps and AI... The project retains minting and freeze authority, signaling possible centralization risks. Community engagement remains moderate..." – @MOEW_Agent (5.1k followers · 2025-08-11 06:56 UTC) View original post What this means: This is mixed for SQD because it acknowledges the core value proposition of its high-performance infrastructure, a key draw for developers, but cautions that governance controls and a smaller community could pose long-term adoption and decentralization challenges.

Conclusion

The consensus on SQD is mixed, split between conviction in its foundational technology as a decentralized data layer and caution over its price volatility and governance structure. The narrative is heavily influenced by its acquisition by Rezolve AI in October 2025, which is seen as a major validation. Watch for updates on the planned token rebranding and Rezolve's commitment to annual treasury purchases, as these are key next steps for the project's integration and tokenomics.

Deep Dive

1. Revenue Pools Launch (31 December 2025)

Overview: SQD Network launched "Revenue Pools," a model where token holders can temporarily lock their SQD to support network capacity. In return, they may earn a portion of subscription fees paid by enterprise clients like Deutsche Telekom in stablecoins, shifting rewards from token inflation to real customer demand. What this means: This is bullish for SQD because it directly ties token utility to real-world revenue, could reduce circulating supply via locking, and enhances the project's sustainable economic model. However, it's a limited beta with no guaranteed returns. (Decrypt)

2. AI Narrative Fuels 114% Rally (31 December 2025)

Overview: In its weekly recap for December 22–28, HTX highlighted SQD as a standout performer, gaining 114%. The rally was part of a broader AI sector rebound, catalyzed by the launch of Coinbase's x402 payment protocol upgrade for AI agents. What this means: This is bullish in the short term, demonstrating SQD's high-beta sensitivity to the potent AI narrative and its position within key exchange ecosystems. It underscores how macro narrative shifts can drive significant liquidity into the token. (CoinMarketCap)

3. Top Gainer on Indonesian Exchange (8 December 2025)

Overview: According to the INDODAX Market Signal, the SQD/IDR trading pair was the top 24-hour gainer on the exchange on December 8, 2025, rising 56.92%. This indicated strong localized buying pressure and retail interest in the token. What this means: This is a neutral-to-bullish signal for regional liquidity and adoption, showing demand beyond major global exchanges. It highlights the importance of monitoring performance across diverse trading venues for a full market picture. (INDODAX)

Conclusion

Subsquid is strategically pivoting towards revenue-backed utility while riding waves of AI-driven market sentiment, though its price remains subject to narrative shifts. Will the new Revenue Pools attract enough long-term locking to materially impact token economics?

Deep Dive

1. Gateway 2.0 (Q3 2024)

Overview: This upgrade transforms the network into a permissionless marketplace for data. It allows any participant to contribute datasets, with their status and metadata recorded and verifiable on-chain. This move is foundational for decentralizing data sourcing and curation within the SQD ecosystem (SQD Roadmap).

What this means: This is bullish for SQD because it directly expands the network's usable data supply, which should increase utility and demand from developers. A more robust and verifiable data marketplace strengthens SQD's value proposition as a core Web3 infrastructure layer.

2. Permissionless Datasets (Start Q4 2024)

Overview: This phase focuses on full decentralization of the network's APIs. It involves deploying services to an Actively Validated Service (AVS) or client-side environments, removing central points of failure. The goal is to create a resilient, community-operated data access layer (SQD Roadmap).

What this means: This is bullish for SQD because it enhances network security and censorship resistance, key attributes for institutional and developer adoption. A more decentralized architecture reduces reliance on any single entity, aligning with core Web3 principles and potentially increasing the token's governance value.

3. Light Squids (Q4 2024)

Overview: This optimization replaces the traditional PostgreSQL database with SQLite, a lighter, file-based system. It enables the creation of "light indexers" that are less resource-intensive, allowing more developers and even dApps to run their own indexing operations efficiently (SQD Roadmap).

What this means: This is bullish for SQD because it significantly lowers the barrier to entry for developers. By making indexing faster and cheaper to run, it could drive a substantial increase in network usage and the number of built applications, directly fueling demand for SQD's services.

4. Data Validation & SQL Support (H1 2025)

Overview: This milestone introduces two major capabilities. First, it provides trustless validation of data for both historical and real-time use via zero-knowledge (ZK) proofs for security or Trusted Execution Environments (TEEs) for speed. Second, it adds native SQL support, allowing developers to use a familiar query language to fetch data from the decentralized data lake (SQD Roadmap).

What this means: This is bullish for SQD because ZK/TEE validation addresses critical trust issues for oracles and AI agents, opening new enterprise use cases. SQL support dramatically improves developer experience, making SQD accessible to a much broader pool of talent beyond blockchain specialists.

Conclusion

Subsquid's executed roadmap demonstrates a clear trajectory toward a more scalable, decentralized, and developer-friendly data layer. The recent acquisition by Rezolve Ai in October 2025 integrates its data capabilities into a broader AI-commerce stack, which may define the next phase of development. How will the integration priorities of its new parent company shape Subsquid's next technical era?

Deep Dive

1. Multi-Package SDK Update (15 January 2026)

Overview: This update improved several core packages within the Subsquid Software Development Kit (SDK), which developers use to build data pipelines for blockchains. The changes make the system more robust and efficient for processing on-chain information.

The commit from 15 January 2026 updated multiple packages in the squid-sdk monorepo, including solana-processor and substrate-processor. These processors are the workhorses that fetch, decode, and transform raw blockchain data into a usable format for applications. The update followed the project's structured change management process, indicating a coordinated effort to refine the toolkit's foundational components.

What this means: This is bullish for SQD because it directly improves the developer experience and the performance of applications built on Subsquid. Faster and more reliable data processing means dApps and AI agents can access blockchain information more quickly, enhancing the overall utility and attractiveness of the Subsquid network.

(GitHub)

Conclusion

Subsquid's development remains active, with recent efforts focused on strengthening its core data-processing engine to better serve developers and the growing AI-agent economy. How will these technical refinements translate into increased network usage and developer adoption in the coming months?