Latest The Graph (GRT) News Update

Deep Dive

1. @deexra: Undervalued AI backbone bullish

"$GRT is essential for decentralized AI with 11.6B quarterly queries and Cross-Chain CCIP live. At $0.05, it’s ‘maximum pain’ before rallies."
– @deexra (804 followers · 13k+ impressions · 2025-12-25 05:17 UTC)
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What this means: This is bullish for GRT because AI/data demand could drive utility beyond current price levels, especially with RSI at 34.41 signaling oversold conditions.

2. @koreaOnchain: Unlock sell pressure bearish

"Why $GRT isn’t pumping: The #2 holder’s monthly token unlocks create constant sell pressure."
– @koreaOnchain (835 followers · 5k+ impressions · 2025-12-20 08:49 UTC)
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What this means: This is bearish for GRT because sustained dilution from unlocks may suppress price appreciation despite network growth.

3. @graphprotocol: Cross-chain expansion bullish

"CCIP integration enables GRT transfers across Solana, Arbitrum, and Base – unifying liquidity and staking."
– @graphprotocol (342k followers · 10M+ impressions · 2025-11-11 14:21 UTC)
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What this means: This is bullish for GRT because frictionless multi-chain access could boost developer adoption and query fee revenue.

4. @PumpDumpAlert: Swing volatility mixed

"PUMP #GRT 8.17% to $0.0445" (Jan 17) · "DUMP #GRT -7.11% to $0.0411" (Jan 10)
– @PumpDumpAlert (15k followers · 50k+ impressions · 2026-01-17 10:10 UTC)
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What this means: This is mixed for GRT because while volatility attracts traders, it reflects thin liquidity and sentiment-driven price action disconnected from fundamentals.

Conclusion

The consensus on GRT is mixed, balancing infrastructure utility against tokenomics risks. While AI/indexing demand and cross-chain upgrades underpin long-term value, unlock schedules and low liquidity amplify volatility. Watch Q1 2026 query fee volume for adoption validation.

Deep Dive

1. Grayscale Adds GRT to AI Fund (8 January 2026)

Overview:
Grayscale rebalanced its Decentralized AI Fund to include GRT (5.3% weighting), alongside projects like Bittensor (29.88%) and NEAR (27.31%). This marks GRT’s first inclusion in a major institutional product, reflecting its growing relevance in AI-blockchain infrastructure.

What this means:
The allocation is bullish for GRT because it exposes the token to traditional investors via regulated vehicles, potentially increasing liquidity. However, the small weighting (5.3%) suggests cautious optimism compared to AI-native tokens like Bittensor. (Grayscale)

2. Horizon Mainnet Launches (29 December 2025)

Overview:
The Graph deployed its Horizon upgrade, transitioning to a multi-chain indexing protocol with enhanced scalability. The update introduces cross-chain staking and reduces query latency by ~40%, targeting enterprise adoption.

What this means:
This is neutral-to-bullish for GRT. While the upgrade strengthens The Graph’s technical moat, GRT’s price dropped 25.8% post-launch due to muted trading volume. Success hinges on developer adoption metrics in Q1 2026. (BeInCrypto)

3. AI Integration Expands Utility (6 January 2026)

Overview:
The Graph integrated AI-driven tools for real-time analytics, enabling developers to query blockchain data using natural language. The network also launched TokenAPI endpoints for Solana, enhancing multi-chain support.

What this means:
This is bullish long-term because it broadens GRT’s use cases beyond basic indexing. However, short-term price impact remains limited—GRT trades at $0.0377, down 81.5% from its 2021 peak, as markets await measurable adoption. (Weex)

Conclusion

The Graph balances institutional recognition and technical evolution, but price action remains disconnected from fundamentals. While Grayscale’s endorsement and AI integrations highlight GRT’s infrastructure role, the token faces stiff competition and macro headwinds. Will rising query volumes (11.6B in 2025) finally translate to sustained demand for GRT?

Deep Dive

1. Cross-Chain Staking via CCIP (Q1 2026)

Overview
The Graph plans to finalize its integration with Chainlink’s Cross-Chain Interoperability Protocol (CCIP), allowing GRT to be staked, delegated, and used for query fees across Solana, Arbitrum, and Base. This follows the mainnet launch of CCIP support in May 2025.

What this means
Bullish for GRT utility, as cross-chain functionality could increase demand for the token in multi-chain dApps. However, delays in bridging infrastructure deployment (noted in community updates) pose execution risks.

2. AI Graph Assistant Launch (Q1 2026)

Overview
A natural language interface for querying blockchain data without coding, building on The Graph’s existing AI beta tools like the Subgraph MCP (AI agent connector).

What this means
Neutral-to-bullish. While this could attract non-technical users, adoption depends on seamless integration with existing developer tools like Subgraphs and Token API.

3. SQL-Powered Data Engines (2026)

Overview
A roadmap commitment to SQL compatibility, enabling traditional data teams to analyze on-chain activity using familiar tools. Part of the post-Horizon protocol upgrades.

What this means
Bullish for enterprise adoption but faces competition from centralized analytics platforms. Success hinges on balancing decentralization with performance.

4. Token API Expansion (H1 2026)

Overview
Planned enhancements to The Graph’s Token API include tax reporting endpoints, whale-watching alerts, and real-time pricing across 90+ chains.

What this means
Bullish for GRT’s role in DeFi and compliance workflows. However, reliance on indexer participation for data accuracy remains a key variable.

5. Economic Transparency Updates (2026)

Overview
Community discussions (forum thread) highlight demands for clearer GRT emission schedules and treasury management.

What this means
Critical for long-term holder confidence. Delays or vague communication could exacerbate current bearish sentiment (GRT is down 40% YoY).

Conclusion

The Graph is prioritizing interoperability, AI, and usability to solidify its role as web3’s data backbone. While technical milestones like CCIP integration and AI tools offer growth catalysts, tokenomics clarity remains the elephant in the room. Will expanded utility outpace inflation concerns, or will GRT’s supply dynamics continue to weigh on price?

Deep Dive

1. Cross-Chain GRT Transfers (31 October 2025)

Overview: The Graph integrated Chainlink’s Cross-Chain Interoperability Protocol (CCIP), allowing GRT to move seamlessly between Arbitrum, Base, and Avalanche. Solana support is planned for phase 2.
What this means: This is bullish for GRT because it expands utility across ecosystems, letting developers use GRT for staking, fees, and governance on multiple chains. Users benefit from unified liquidity and lower friction when moving assets. (Source)

2. Infrastructure & Network Upgrades (July 2025)

Overview: The GraphOps team shipped Helm charts for Heimdall v2 and updated critical components like proxyd, nimbus, and graph-node. They also fixed block-number issues on Arbitrum and added L1/L2 reconciliation logic for GRT’s circulating supply.
What this means: This is bullish for GRT because it improves network reliability and data accuracy, ensuring faster query responses and smoother operations for developers building on The Graph. (Source)

Conclusion

The Graph is advancing cross-chain functionality and backend robustness, strengthening its role in decentralized data services. How will these upgrades accelerate adoption across emerging Layer 2 ecosystems?