Latest The Graph (GRT) News Update

Deep Dive

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

Overview: Grayscale rebalanced its multi-asset funds, allocating 5.30% of its Grayscale Decentralized AI Fund to The Graph (GRT). This move integrates GRT into a curated portfolio alongside other AI and data-centric assets like Bittensor (TAO) and Filecoin (FIL). What this means: This is bullish for GRT because it represents a vote of confidence from a major institutional asset manager, potentially increasing the token's visibility and demand from regulated investment products. It aligns GRT with the high-growth AI narrative within crypto. (Binance)

2. Network Growth Defies Price Action (22 January 2026)

Overview: Analysis shows The Graph's core metrics remain strong, with 11.6 billion queries processed in a recent six-month period and over 167,000 active delegators. However, the token price recently touched an all-time low of $0.0351, creating a divergence between network usage and market valuation. What this means: This presents a neutral-to-bullish contrarian case. The robust fundamentals suggest underlying utility and adoption, which could precede a price recovery if market sentiment shifts. The declining supply on exchanges hints at accumulation, potentially reducing selling pressure. (CoinMarketCap)

3. Horizon Upgrade Goes Live (11 December 2025)

Overview: The Graph's Horizon upgrade was successfully deployed, transforming the protocol from a single-service subgraph platform into a modular, multi-service data layer. This foundational change allows new data services like real-time streams and pre-indexed APIs to be built on the same protocol. What this means: This is a major bullish development for long-term utility. It future-proofs the network, enabling The Graph to capture more value from the expanding web3 data economy and directly increasing the potential use cases and demand for GRT tokens for staking and payments. (The Graph)

Conclusion

GRT's trajectory is being shaped by solid institutional adoption and significant protocol upgrades, even as its market price lags behind these fundamentals. Will accelerating AI and enterprise demand finally bridge the gap between GRT's utility and its valuation?

Deep Dive

1. @CryptocamT: Long-term falling wedge nears its vertex 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 · 9 Jan 2026 16:34 UTC) View original post What this means: This is bullish for GRT because a falling wedge is a classic reversal pattern. Its completion near multi-year lows could signal the end of the downtrend and the start of a significant upward move, provided it breaks out with strong trading volume.

2. @koreaOnchain: Token unlock wallet is #2 holder, creating sell pressure bearish

"Why $GRT isn’t pumping: The Token Lock wallet is the #2 holder… and it’s sending massive chunks out every month. That’s constant sell pressure." – @koreaOnchain (856 followers · 20 Dec 2025 08:49 UTC) View original post What this means: This is bearish for GRT because regular token unlocks from a major holder create persistent downward pressure on the price, potentially overshadowing positive fundamentals and making sustained rallies difficult in the near term.

3. @deexra: Described as the most undervalued crypto for 2026 bullish

"$GRT (The Graph) is described as the most undervalued crypto asset for 2026… The Horizon Upgrade… expands $GRT’s use cases… The Graph is uniquely positioned as the only protocol offering verifiable, indexed blockchain data to AI models…" – @deexra (806 followers · 25 Dec 2025 05:17 UTC) View original post What this means: This is bullish for GRT because it highlights a strong divergence between robust network growth (11.6B queries) and a historically low price, positioning it as essential Web3 and AI infrastructure with significant long-term upside potential.

4. @666_illumina: Asset has reached key resistance, seeing a pullback bearish

"✏️ $GRT analysis. The asset has reached its key resistance level, from which we are already seeing a pullback." – @666_illumina (1,727 followers · 17 Jan 2026 19:48 UTC) View original post What this means: This is bearish for GRT in the short term because rejection at a defined resistance level suggests a lack of buying power to push higher, likely leading to a consolidation or retracement toward lower support levels.

Conclusion

The consensus on GRT is mixed but leaning cautiously optimistic. Bears point to relentless technical sell pressure from unlocks and immediate resistance, while bulls are anchored in the project's foundational role in Web3, its major Horizon upgrade, and cross-chain expansion via Chainlink CCIP. The critical metric to watch is whether trading volume can sustain a breakout above the multi-year falling wedge pattern, which would validate the bullish macro thesis.

Deep Dive

1. Horizon Upgrade Goes Live (11 December 2025)

Overview: This major protocol upgrade re-architects The Graph from a single-service indexing protocol into a modular, multi-service data layer. For users, existing subgraphs work exactly the same but now run on more reliable infrastructure.

The Horizon upgrade introduces a new blockchain architecture that allows different data services—Subgraphs, Substreams (real-time streaming), and Token API—to operate on a single protocol, all powered by GRT. It shifts subgraphs to "long-lived allocations," improving uptime and reducing service interruptions. This foundational change enables future services to be built on the same decentralized network. What this means: This is bullish for GRT because it makes the network more versatile and reliable. Developers can now access multiple types of blockchain data through one protocol, which could attract more projects and increase demand for GRT across a broader range of services.

(The Graph)

2. Four New Subgraph Features (30 October 2025)

Overview: This update delivers four practical tools to make building subgraphs faster and more efficient, directly improving the developer experience.

The features include: Subgraph Dev Mode for instant local testing without redeploying; Subgraph Composition to reuse and combine existing subgraphs like building blocks; Aggregations to pre-compute hourly/daily trends (e.g., trading volume); and Declarative eth_calls to read multiple smart contracts in parallel instead of waiting for slow sequential calls. What this means: This is bullish for GRT because it lowers the barrier for developers to build on The Graph. Faster development cycles and more powerful data tools can lead to more subgraphs being created, which increases network query volume and utility for the GRT token.

(The Graph)

3. GraphOps Infrastructure & Testing (July 2025)

Overview: This core development update focuses on maintaining and scaling the network's underlying infrastructure, ensuring stability and performance for node operators.

The GraphOps team released new Helm charts for Kubernetes deployment, updated critical node software (like graph-node and erigon), and fixed a cross-chain block number issue affecting Scroll and Arbitrum. They also implemented logic to accurately track GRT's circulating supply across layers and began benchmarking data ingestion performance between RisingWave and ClickHouse databases. What this means: This is neutral to bullish for GRT as it represents essential, behind-the-scenes work. Robust and scalable infrastructure is critical for network reliability and future growth, supporting increased usage without service degradation.

(The Graph Forum)

Conclusion

The Graph's recent codebase updates signal a strategic pivot from a specialized indexing tool to a foundational, multi-service data infrastructure for Web3, backed by continuous core development. How will the expansion of services like Substreams and Token API translate into on-chain query volume and GRT utility?

Deep Dive

1. Cross-Chain Staking & Fee Payments (2026)

Overview: A key upcoming initiative is the full rollout of cross-chain functionality for GRT, enabled by the integration with Chainlink's Cross-Chain Interoperability Protocol (CCIP) (The Graph). This will allow users to seamlessly transfer GRT across Solana, Arbitrum, and Base. The subsequent phase involves using bridged GRT for core network activities like staking, delegation, and paying query fees on these Layer 2 chains, though this depends on the successful deployment of The Graph's bridging infrastructure.

What this means: This is bullish for GRT because it directly expands the token's utility and addressable market by integrating with major, high-activity ecosystems. It could increase demand for GRT from developers and network participants operating in a multi-chain environment.

2. SQL-Powered Data Engines & AI Infrastructure (2026)

Overview: The Graph's announced vision includes building SQL-powered data engines and more advanced AI-driven infrastructure (The Graph). This builds upon existing AI integrations like the Model Context Protocol (MCP) and the Token API, which already allow AI agents to query on-chain data. The goal is to position The Graph as the essential verifiable data layer for decentralized AI and complex analytics.

What this means: This is bullish for GRT as it targets two high-growth narratives: AI and big data. Success here could significantly increase query volume and solidify The Graph's moat as foundational Web3 infrastructure. The risk is execution complexity and competition from other data projects.

3. Unified Public Roadmap & Economic Transparency (2026)

Overview: Community forum discussions from October-November 2025 highlight a strong demand for a revised, big-picture roadmap and greater clarity on GRT's economic role (The Graph Forum). While multiple core dev teams are building (e.g., Horizon, Ampersend, Token API), the connections and long-term vision aren't fully clear externally. The community has explicitly called for transparency on tokenomics, supply management, and treasury spending.

What this means: This is neutral for GRT, as it reflects a critical governance and communication milestone. Addressing this could build long-term trust and align the community, potentially becoming a positive catalyst. However, continued lack of clarity poses a key ecosystem risk.

Conclusion

The Graph's near-term path focuses on leveraging its cross-chain integration for new utility, while its long-term ambition is to become the indispensable data layer for AI and Web3. The critical variable is the team's response to community calls for a unified strategic vision and economic transparency. Will the upcoming integration milestones be enough to catalyze new demand for GRT in a competitive infrastructure landscape?