Latest Subsquid (SQD) News Update

Deep Dive

1. Liquidation Data Shows Market Stress (5 February 2026)

Overview: On February 5, 2026, futures liquidation data showed $16,150 in SQD positions were forcibly closed, with $15,590 (over 96%) from long positions. Most liquidations occurred on Binance Perpetuals. This indicates a concentration of leveraged longs was wiped out during a price decline.

What this means: This is a neutral-to-bearish short-term signal for SQD, as it reflects a flush-out of over-leveraged bullish speculators, which can remove buying pressure. However, such liquidation clusters can also mark local sentiment extremes, potentially setting the stage for a relief rally if selling pressure subsides. (Gate)

2. Revenue Pools Launch for Token Holders (31 December 2025)

Overview: SQD Network announced SQD Revenue Pools, a model where token holders can temporarily lock their SQD to support network capacity. In return, they may earn a share of subscription fees paid by enterprise clients like Deutsche Telekom, Morpho, and PancakeSwap.

What this means: This is bullish for SQD's long-term fundamentals because it directly ties token utility and holder rewards to real customer demand, moving away from inflationary rewards. It could reduce circulating supply through voluntary locks and create a new buy-side pressure from revenue distribution. (Decrypt)

3. HTX Highlights SQD as a Top AI Gainer (31 December 2025)

Overview: HTX's weekly recap noted SQD surged 114% during the week of December 22–28, 2025. The rally was driven by a broader rebound in AI-themed crypto assets, catalyzed by the launch of Coinbase's x402 payment protocol upgrade.

What this means: This is bullish for SQD's trading momentum and narrative appeal, highlighting its sensitivity to the AI and data infrastructure sector. Such performance reinforces its position as a high-beta asset that can attract capital during specific thematic rallies. (CoinMarketCap)

Conclusion

Subsquid is navigating a path from speculative trading volatility toward sustainable utility, with recent liquidations underscoring near-term risk while the Revenue Pools initiative aims to anchor value in real enterprise demand. Will the new tokenomics model successfully offset the pressures from leveraged market swings?

Deep Dive

1. Data Validation via ZK Proofs & TEEs (H1 2025)

Overview: This milestone aims to provide cryptographically secure validation for data fetched from the Subsquid network. Users can choose between zero-knowledge (ZK) proofs for higher security or Trusted Execution Environments (TEEs) for speed and lower cost. It's designed to make the data reliable for critical applications like oracles and AI agents without relying on a central authority. The original timeline targeted the first half of 2025 (SQD Roadmap).

What this means: This is bullish for SQD because it directly enhances the network's utility and trustworthiness, making it more attractive for institutional-grade DeFi and AI applications. However, it's neutral in the short term as market impact depends on successful technical delivery and developer adoption post-launch.

2. SQL Support (H1 2025)

Overview: This upgrade will allow developers and analysts to query the Subsquid data lake using standard SQL, the universal language for database management. It significantly lowers the barrier to entry for performing complex, ad-hoc analysis on petabytes of blockchain data, moving beyond predefined GraphQL APIs. The target release window was also H1 2025 (SQD Roadmap).

What this means: This is bullish for SQD because it expands the potential user base from specialized Web3 developers to a vast pool of data analysts and scientists, potentially driving greater network usage and demand for SQD tokens. The risk is that delayed rollout could cede market share to competitors offering similar ease of access.

Conclusion

Subsquid's near-term roadmap focuses on hardening its data integrity and broadening accessibility, key steps to becoming essential Web3 infrastructure. How will its integration into Rezolve AI's "Agentic Commerce" stack accelerate these developments?

Deep Dive

1. @Adanigj: Late-December Futures Pump Highlights Volatility bullish

"Subsquid (SQD) went up 48.3 percent in the last 24 hours on Binance Futures." – @Adanigj (1,363 followers · 2025-12-24 11:53 UTC) View original post What this means: This is bullish for SQD because it shows the token can attract significant leveraged trading interest and generate explosive, short-term rallies, indicating high trader conviction during risk-on periods.

2. Decrypt: Revenue Pools Tie Token to Enterprise Demand bullish

The SQD Network launched "Revenue Pools," allowing holders to lock tokens to support network capacity and "earn a share of enterprise customer payments" like those from Deutsche Telekom. – Decrypt (2025-12-31 08:37 UTC) What this means: This is bullish for SQD because it creates a direct utility link between the token and real-world revenue, potentially reducing circulating supply through locking and shifting the network's economics away from pure inflation.

3. Gate.io: Recent Liquidations Signal Leverage Unwind bearish

Liquidation data for February 5, 2026, shows $15.59K in long liquidations versus only $554.69 in shorts, with 98.6% occurring on Binance. – Gate.io (2026-02-05) What this means: This is bearish for SQD in the near term because a disproportionate amount of long position liquidations indicates leveraged traders were caught on the wrong side of a price drop, contributing to downward pressure.

4. CryptoSlate: AI Acquisition Validates Long-Term Utility bullish

Rezolve Ai's acquisition positions SQD as the "data layer" for an AI-powered commerce stack, noting it supports protocols with "over $15 billion in Total Value Locked." – CryptoSlate (2025-10-10 15:57 UTC) What this means: This is bullish for SQD's long-term fundamentals because it validates its technology with a publicly-traded AI company and embeds its data infrastructure into a broader, high-value commercial ecosystem.

Conclusion

The consensus on SQD is mixed but fundamentally leaning bullish. Long-term narratives are strong, anchored by its acquisition for AI commerce and the new revenue-sharing utility. However, recent price action and liquidations reflect the high volatility and leverage prevalent in its trading. Watch the net change in tokens locked in Revenue Pools as a key metric for assessing real adoption of its new economic model versus speculative trading flows.

Deep Dive

1. Automated Dependency & CI Update (26 January 2026)

Overview: This update was an automated commit by GitHub Actions, focusing on internal tooling and dependencies. For developers, this means the underlying build system and libraries are kept up-to-date, ensuring a smooth and secure development experience.

The commit falls under routine maintenance, typically involving updates to project dependencies, continuous integration (CI) scripts, or code generation templates. Such automated commits are standard in active software projects and help prevent technical debt by ensuring all development tools are compatible and secure.

What this means: This is neutral for SQD because it signals active project maintenance rather than a new user-facing feature. Regular upkeep reduces bugs and security risks for developers building on Subsquid, which supports the network's long-term health and utility.

(GitHub)

Conclusion

Subsquid's codebase is actively maintained, with recent efforts focused on foundational stability rather than major new features—a sign of a maturing developer toolkit. What significant new capabilities might the next major SDK version introduce?