Latest The Graph (GRT) News Update

Deep Dive

1. Horizon Mainnet Upgrade Live (11 December 2025)

Overview: The Graph's Horizon upgrade went live, transitioning the protocol from a single-service indexing layer to a modular, multi-service data platform. This foundational shift allows new services like real-time data streams and pre-indexed APIs to be built on the same protocol, powered by $GRT. It future-proofs the network for AI integration and global scale. What this means: This is bullish for GRT because it significantly expands the protocol's addressable market and potential utility, creating new demand vectors for the token beyond traditional subgraph querying. It underscores The Graph's ambition to be the universal data layer for Web3. (The Graph)

2. Grayscale Rebalances AI Fund (8 January 2026)

Overview: Grayscale Investments updated the holdings of its Decentralized AI Fund. The Graph (GRT) remains a constituent, with its allocation set at 5.30% as of the January 6, 2026 rebalancing. The fund provides accredited investors with diversified exposure to AI and crypto convergence. What this means: This is neutral to slightly positive for GRT. While the weighting is relatively small, continued inclusion in a regulated investment vehicle signals sustained institutional recognition and provides a steady, passive demand channel for the token. (Binance)

Conclusion

The Graph is actively executing its vision, transitioning from a niche indexing tool to a broad data infrastructure protocol, all while maintaining its foothold in institutional portfolios. Will the new modular architecture unlock the next wave of developer adoption and token utility?

Deep Dive

1. @CryptocamT: Long-Term Falling Wedge Nearing Vertex bullish

"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. The analysis suggests the price is compressing near a historical accumulation zone, and a breakout with high trading volume could signal the start of a significant upward trend.

2. @KlondikeAI: Bearish Flag Signals Major Downside bearish

"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 identifies a bearish flag continuation pattern within a downtrend. The call to action is for a short trade, predicting a drop of over 24% from the entry point, which reflects a strong conviction in further price decline.

3. @deexra: The "Most Undervalued" Crypto for 2026 bullish

"$GRT is described as the most undervalued crypto asset for 2026... The token price remains historically low" despite record usage: "11.6 billion queries in the last quarter, over 160,000 delegators." – @deexra (806 followers · 2025-12-25 05:17 UTC) View original post What this means: This is bullish for GRT because it highlights a fundamental divergence: strong and growing network utility (queries, delegators) versus a suppressed token price. The argument is that this mispricing, coupled with upgrades like Horizon and CCIP integration, sets the stage for a major revaluation.

4. @PumpDumpAlert: Volatile Price Swings Highlight Trader Focus mixed

"🟢 PUMP #GRT from 0.0411 to 0.0445 USDT = 8.17 %" (Jan 17) and "🔴 DUMP #GRT from 0.0443 to 0.0411 USDT = -7.11 %" (Jan 10). – @PumpDumpAlert (15,441 followers · 2026-01-17 10:10 UTC & 2026-01-10 06:01 UTC) View original post - PUMP | View original post - DUMP What this means: This is neutral for GRT's long-term direction but signals high short-term volatility and active trader engagement. The rapid, opposing moves indicate a battleground between buyers and sellers around the $0.041-$0.044 zone, which is a key area to watch for a decisive breakout or breakdown.

Conclusion

The consensus on GRT is mixed but leans fundamentally bullish. Traders are divided between short-term technical breakdowns and long-term structural accumulation, while a core community passionately argues that its essential Web3 infrastructure role is grossly undervalued at current prices. Watch for a sustained move above $0.045 or below $0.038 to resolve the immediate technical tension, but the more critical metric is the ongoing growth in quarterly query volume versus price action.

Deep Dive

1. Horizon Mainnet Launch (December 2025)

Overview: The Horizon upgrade represents a fundamental evolution of The Graph's protocol architecture. It transitions from a single-service model focused on Subgraphs to a modular, multi-service data layer (The Graph). This new foundation allows different data services—like real-time streams (Substreams) and pre-indexed APIs (Token API)—to operate on the same protocol, all powered by GRT. The testnet launched in Q4 2025, with the mainnet announced as live in December 2025.

What this means: This is bullish for GRT because it significantly expands the protocol's addressable market and utility, potentially driving more demand for GRT staking and fee payments. However, the bearish risk is that the complexity of a multi-service network could lead to technical challenges or slower-than-expected adoption by developers.

2. Cross-Chain GRT via Chainlink CCIP (2025/2026)

Overview: The Graph has integrated Chainlink's Cross-Chain Interoperability Protocol (CCIP) to make GRT a cross-chain asset (CoinMarketCap). This integration is designed to enable secure GRT transfers across Solana, Arbitrum, and Base. The rollout of associated features—such as cross-chain staking, delegation, and using GRT to pay query fees on Layer 2 networks—is contingent on the successful deployment of The Graph's bridging infrastructure.

What this means: This is bullish for GRT because it enhances token utility and accessibility, potentially attracting developers and stakers from the Solana and broader multi-chain ecosystem. The bearish angle is that timeline delays or security issues with the bridging infrastructure could postpone these benefits and impact sentiment.

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

Overview: The Graph's published vision includes developing SQL-powered data engines and AI-driven infrastructure to position itself as the future hub for web3 data (The Graph). This aligns with ongoing work like the AI Beta's Model Context Protocol (MCP) for connecting AI agents to onchain data and the development of a natural language Graph Assistant. These are long-term strategic initiatives without a specific public timeline.

What this means: This is neutral-to-bullish for GRT as it represents ambitious future growth vectors in AI and advanced data analytics. Success could massively increase query volume and GRT demand. The key risk is execution, as these are complex, forward-looking projects with uncertain delivery dates and competitive landscapes.

Conclusion

The Graph's trajectory is shifting from a singular indexing service to an expansive, modular data protocol, with immediate focus on Horizon's multi-service capabilities and cross-chain token utility. Will the network's economic model and developer adoption accelerate to match this ambitious technical vision?

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?