Latest The Graph (GRT) News Update

Deep Dive

1. @deexra: Making a case for GRT as a 2026 sleeper bullish

"$GRT is described as the most undervalued crypto asset for 2026... The Horizon Upgrade... transitions The Graph to a modular architecture... On-chain statistics show record usage: 11.6 billion queries in the last quarter, over 160,000 delegators..." – @deexra (805 followers · 2025-12-25 05:17 UTC) View original post What this means: This is bullish for GRT because it frames the current low price as a divergence from strong network fundamentals and a major technical upgrade, suggesting institutional accumulation and long-term value.

2. @CryptocamT: Spotting a macro falling wedge pattern bullish

"$GRT (The Graph) - Macro Setup en Semanal... Patrón: Cuña descendente (Falling Wedge) de largo plazo llegando a su vértice... Si rompe con volumen, la proyección macro es masiva." – @CryptocamT (1,337 followers · 2026-01-09 16:34 UTC) View original post What this means: This is bullish for GRT because a falling wedge is typically a reversal pattern; a breakout with volume could signal the end of a long-term downtrend and the start of a significant upward move.

3. @NiklasTheisen: Noting a weekly breakout and strong fundamentals bullish

"$GRT with weekly breakout ✍️ RSI and MACD on turning point, R:R excellent imo. Still invested. #TheGraph is a great fundamental project, designed to stay!" – @NiklasTheisen (1,550 followers · 2026-01-13 19:53 UTC) View original post What this means: This is bullish for GRT as it combines positive technical momentum (breakout, improving indicators) with conviction in the project's core utility, appealing to both traders and long-term holders.

4. @KlondikeAI: Identifying bearish patterns for a short setup bearish

"❕Rising Wedge was formed on $GRT... Enter short at $0.0417, set a stop-loss at $0.0457, and target $0.0317 for a MAJOR potential downside." – @KlondikeAI (3,057 followers · 2026-01-12 00:01 UTC) View original post What this means: This is bearish for GRT because it interprets recent price action as a continuation pattern within a downtrend, projecting a significant decline if key support levels fail.

Conclusion

The consensus on GRT is mixed, torn between strong fundamental conviction and near-term technical pessimism. Bulls are focused on network growth, upgrades, and historic undervaluation, while bears see charts dictating further pain. Watch the multi-year support zone of $0.03–$0.035; a hold there could fuel the bullish narrative, while a break may validate the bearish outlook.

Deep Dive

1. Cross-Chain GRT via Chainlink CCIP (2025)

Overview: This integration, announced in mid-2025, is a key interoperability upgrade (The Graph). It uses Chainlink's Cross-Chain Interoperability Protocol (CCIP) to allow GRT to be securely bridged across Solana, Arbitrum, and Base. The rollout enables new functionality like cross-chain staking, delegation, and paying query fees with GRT on layer 2 networks (CoinMarketCap).

What this means: This is bullish for GRT because it expands the token's utility and reach into major ecosystems like Solana, potentially increasing demand from a broader developer base. The bearish risk is that the feature's full deployment depends on the successful launch of The Graph's bridging infrastructure, which could face delays or technical hurdles.

2. Horizon Mainnet Consolidation (Early 2026)

Overview: The Horizon upgrade went live in December 2025, transitioning from testnet (The Graph). It fundamentally changes The Graph's architecture to a modular, multi-service blockchain. This allows new data products like real-time streams (Substreams) and pre-indexed APIs (Token API) to be built on the same protocol alongside traditional Subgraphs.

What this means: This is bullish for GRT as it transforms the network from a single-service indexer into a versatile data layer, opening new revenue streams and use cases. The bearish angle is that the success of this new model depends on developer adoption of these new services, which is not guaranteed and may take time to materialize.

3. SQL-Powered Data Engines & AI Infrastructure (Long-Term)

Overview: Announced as part of a "new roadmap" in July 2025, this long-term vision includes developing SQL-powered data engines and AI-driven infrastructure (The Graph). This aligns with ongoing work like the AI Beta, which connects AI agents to on-chain data, and the Subgraph MCP built by GraphOps.

What this means: This is neutral-to-bullish for GRT as it positions the protocol at the intersection of blockchain data and AI, a high-growth narrative. However, it's a long-term, speculative vision with high execution risk and significant competition. Success hinges on continued technical execution and market timing.

Conclusion

The Graph's roadmap is pivoting from a decentralized indexing protocol to a modular, multi-service data layer, with near-term execution on cross-chain functionality and consolidation of the Horizon upgrade being critical. The community's call for greater economic transparency, as noted in forum discussions (The Graph Forum), remains an important backdrop for assessing long-term value. Will developer adoption of new services like Token API keep pace with the protocol's ambitious technical evolution?

Deep Dive

1. Price Prediction & Technical Analysis (22 January 2026)

Overview: A recent analysis notes GRT's price is at a key multi-year support trendline near $0.0351, its all-time low from 30 December 2025. This contrasts with robust fundamentals: the network processed 11.6 billion queries in six months and has a growing community of over 167,000 delegators. The divergence suggests a potential setup for a rally if this support holds. What this means: This is a neutral-to-bullish signal for GRT because the strong on-chain utility is not reflected in the current price, which could indicate undervaluation. A hold above the $0.0351 support is critical; a break below could lead to further downside. (CoinMarketCap)

2. Institutional Adoption via Grayscale (8 January 2026)

Overview: Grayscale updated the holdings of its multi-asset funds, allocating 5.30% of its Decentralized AI Fund to The Graph (GRT). This rebalancing integrates GRT into a curated portfolio alongside AI-focused tokens like Bittensor and Render. What this means: This is bullish for GRT because it represents formal institutional recognition as a core infrastructure asset within the AI and data narrative. Such allocations can provide a stable base of demand and enhance credibility with traditional investors. (Binance)

3. Regulatory Advocacy Alliance (27 November 2025)

Overview: The Graph Foundation became a member of the Ethereum Protocol Advocacy Alliance (EPAA). This coalition unites builders managing over $100 billion in on-chain assets to advocate for regulations that align with the technical realities of decentralized protocols. What this means: This is a positive long-term development for GRT because proactive engagement with regulators can help create a clearer, more favorable operating environment for The Graph's decentralized data network, potentially reducing a key uncertainty for the project. (The Graph)

Conclusion

The Graph is strengthening its foundation through institutional inclusion and regulatory advocacy, even as its market price tests critical lows. Will growing developer adoption finally catalyze a price re-rating to match its fundamental utility?

Deep Dive

1. Horizon Mainnet Launch (11 December 2025)

Overview: This major protocol upgrade, now live on mainnet, re-architects The Graph's foundation. It transitions the network from solely powering Subgraphs to a modular, multi-service data layer where new products like real-time streams and pre-indexed APIs can be built.

The "Horizon" upgrade validates a new blockchain architecture that allows Subgraphs, Substreams, and the Token API to operate on a single protocol secured by $GRT. This foundational shift doesn't change existing Subgraph functionality but unlocks future scalability and new service integration.

What this means: This is bullish for GRT because it significantly expands the protocol's potential use cases and revenue streams beyond traditional indexing. It future-proofs the network by allowing it to host a wider ecosystem of data tools, which could drive greater demand for the GRT token as more services are built and consumed. (The Graph)

2. Subgraph Dev Mode & New Features (Q3 2025)

Overview: This suite of developer tools, highlighted in the Q3 2025 update, dramatically improves the subgraph creation experience. The flagship is "Subgraph Dev Mode," a local-first Graph Node runner that eliminates the need for IPFS deployments, enabling instant code changes and testing.

The update also introduced Subgraph Composition (reusing subgraphs like modules), Aggregations (pre-computed hourly/daily metrics), and Declarative eth_calls (parallel contract reads). These are complemented by "Foundational Stores" on Ethereum and Solana to reduce indexing cost and time.

What this means: This is bullish for GRT because it makes building on The Graph faster, cheaper, and easier. A better developer experience attracts more builders, leading to more subgraphs, increased query volume, and greater utility for the GRT token that powers the network. (The Graph)

3. Token API Expansion to Solana (July 2025)

Overview: The fourth beta release of The Graph's Token API added comprehensive support for the Solana ecosystem. This included endpoints for SPL token transfers, swap events, and token account balances, with plans to quickly follow with holder balances.

The release also expanded support for Avalanche (AVAX) tokens and NFTs and integrated OHLC price data from Uniswap V4. These updates provide developers with a standardized, enterprise-grade API for multi-chain token data without managing complex infrastructure.

What this means: This is bullish for GRT because it directly taps into the large Solana developer community, increasing The Graph's adoption and utility. By offering reliable, multi-chain data in one place, it positions GRT as essential infrastructure for building cross-chain applications like wallets and dashboards. (The Graph)

Conclusion

The Graph's latest codebase updates reveal a strategic pivot from a specialized indexing protocol to a versatile, modular data layer, broadening its market reach and utility. How will the integration of AI-ready endpoints and real-time streaming reshape demand for decentralized data in the coming year?