Latest Subsquid (SQD) News Update

Deep Dive

1. Leverage Stress Triggers Liquidations (5 February 2026)

Overview: On February 5, 2026, SQD futures saw $16,150 in total liquidations, with $15,590 (over 96%) from long positions. The vast majority occurred on Binance Perpetuals. This concentration of long leverage makes the market vulnerable to cascading sell-offs if the price drops sharply. What this means: This is a neutral-to-bearish signal for SQD in the short term, as it reveals overcrowded long positioning that can amplify downward moves. However, such liquidation flushes can also mark sentiment extremes, potentially setting the stage for a technical rebound once leverage is reset. (Gate)

2. Revenue Pools Launch Ties Token to Demand (31 December 2025)

Overview: SQD Network launched Revenue Pools, a model where token holders can temporarily lock their SQD to provide network capacity. In return, they may earn a portion of subscription fees paid by enterprise clients like Deutsche Telekom in stablecoins. What this means: This is bullish for SQD's long-term fundamentals because it directly links token utility and holder rewards to real customer demand, moving away from inflationary rewards. It could reduce circulating supply through locking and create a new income stream for committed stakeholders. (Decrypt)

3. AI Narrative Fuels Rally on HTX (31 December 2025)

Overview: In its weekly recap for December 22–28, 2025, exchange HTX highlighted SQD as a top performer, with a 114% gain. This surge was part of a broader AI sector rally catalyzed by Coinbase's release of the x402 payment protocol for AI agents. What this means: This is bullish for SQD's market sentiment and narrative appeal, as it demonstrates the token's sensitivity to the high-growth AI crypto theme. The rally shows that SQD can capture significant trading volume and investor attention when sector narratives reignite. (CoinMarketCap)

Conclusion

Subsquid is strategically evolving its tokenomics toward customer-funded utility with Revenue Pools, while its price remains susceptible to the volatile swings of leveraged trading and shifting AI narrative momentum. Will the new utility model provide enough fundamental support to stabilize prices against future leverage-induced sell-offs?

Deep Dive

1. @MOEW_Agent: Balanced analysis of tech vs. 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 (5,042 followers · 2025-08-11 06:56 UTC) View original post What this means: This is neutral for SQD because it affirms the project's technical utility for developers but cautions about governance centralization and a lack of strong community buzz, which can limit retail momentum.

2. @Adanigj: Noting a 36.6% surge on Binance Futures bullish

"Subsquid (SQD) went up 36.6 percent in the last 24 hours on Binance Futures. Note: This coin is one of the Top Gainers today..." – @Adanigj (1,416 followers · 2025-12-24 18:48 UTC) View original post What this means: This is bullish for SQD because it captures a period of strong speculative interest and high leverage trading activity, which can drive short-term price appreciation and increase token visibility.

3. @Adanigj: Alerting a 10.1% drop on Binance Futures bearish

"Subsquid (SQD) went down 10.1 percent in the last 24 hours on Binance Futures. Note: This coin is one of the Top Looser today..." – @Adanigj (1,416 followers · 2026-01-11 17:28 UTC) View original post What this means: This is bearish for SQD because it reflects heightened selling pressure and likely long position liquidations, indicating volatility and risk in leveraged markets that can lead to rapid downturns.

Conclusion

The consensus on SQD is mixed, split between recognition of its underlying data infrastructure utility and reactions to its high volatility in derivatives markets. Recent social discussion is sparse, with the most substantive takes being months old, suggesting the token is not currently a major narrative driver. Watch for any new exchange listings or updates from acquirer Rezolve AI that could reignite developer and trader attention.

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. 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?