Latest The Graph (GRT) News Update

Deep Dive

1. @graphprotocol: 2026 Technical Roadmap Unveiled bullish

"The Graph’s 2026 technical roadmap outlines a Horizon-powered shift to modular, multi-service blockchain data, covering Substreams, Tycho, AI gateways and more." – @graphprotocol (342K followers · 18 February 2026 19:19 UTC) View original post What this means: This is bullish for GRT because it signals aggressive protocol evolution beyond indexing into AI, real-time analytics, and institutional-grade data services, which could drive new utility and demand for the token.

2. @deexra: Framing GRT as a Deeply Undervalued Gem bullish

"$GRT is described as the most undervalued crypto asset for 2026... The Horizon Upgrade... expands $GRT’s use cases, while the token price remains historically low." – @deexra (809 followers · 25 December 2025 05:17 UTC) View original post What this means: This is bullish for GRT as it highlights a perceived disconnect between robust network fundamentals (11.6B quarterly queries) and a depressed price, framing the current level as a potential accumulation zone.

3. @CryptocamT: Spotting a Macro Falling Wedge Pattern bullish

"Patrón: Cuña descendente (Falling Wedge) de largo plazo llegando a su vértice... Si rompe con volumen, la proyección macro es masiva." – @CryptocamT (1.3K followers · 9 January 2026 16:34 UTC) View original post What this means: This is bullish for GRT as a falling wedge is a classic technical pattern that often resolves in a significant upward breakout, suggesting a potential end to the long-term downtrend if buying volume confirms.

4. @KlondikeAI: Warning of a Bearish Flag and Downside Risk bearish

"The $GRT 12H chart shows a bearish flag pattern within a bearish market sentiment. Enter short at $0.0417... target $0.0317 for a MAJOR potential downside." – @KlondikeAI (3.1K followers · 12 January 2026 00:01 UTC) View original post What this means: This is bearish for GRT as it indicates a technical expectation for the price to continue its decline, reflecting the prevailing negative market sentiment and warning of further losses.

Conclusion

The consensus on GRT is mixed, split between strong fundamental conviction in its Web3 infrastructure role and bearish technical pressure in a fearful market. The newly published roadmap provides a concrete catalyst for long-term believers, while chart patterns reveal a tense battle between buyers and sellers. Watch for a sustained move above the $0.055 resistance level to signal a shift in short-term momentum.

Deep Dive

1. 2026 Technical Roadmap Unveiled (18 February 2026)

Overview: The Graph released its detailed 2026 technical roadmap, building on the Horizon upgrade from December 2025. The plan transitions the protocol from a decentralized indexing network into a modular, multi-service data backbone for Web3. It is structured across three layers: protocol (security), product (new data services), and economics (incentive alignment). Key 2026 launches include AI-ready gateways for agents like ChatGPT, the Substreams real-time streaming service, Tycho for on-chain liquidity data, and Amp, an SQL-native database for institutional analytics. What this means: This is bullish for GRT because it significantly expands the protocol's utility and potential revenue streams. New services like AI agent queries and institutional databases could drive higher network usage, query fees, and staking demand. The roadmap's execution throughout 2026 will be critical to watch. (MEXC)

2. KuCoin Delists GRT Margin Trading (29 January 2026)

Overview: KuCoin announced the delisting of GRT from its Cross Margin Trading services, effective 4 February 2026. The exchange required users to close positions and repay loans, with automatic liquidation procedures for non-compliance. This follows a broader trend of exchanges adjusting margin offerings amid market volatility. What this means: This is neutral to slightly bearish in the short term, as it reduces easy access to leveraged trading for GRT on a major platform, potentially dampening speculative volume. However, it may also decrease the risk of cascading liquidations affecting the spot price. (KuCoin)

Conclusion

The Graph is strategically pivoting to become a broader data infrastructure platform, with its 2026 roadmap being the dominant narrative. While a key exchange reduced margin access, the focus is squarely on execution—can the new AI and enterprise services generate the adoption needed to fuel network growth?

Deep Dive

1. Kubernetes & Network Upgrades (July 2025)

Overview: The core team released new Helm charts for the Heimdall-v2 component and updated dependencies for several critical services including the graph-node and indexer. This makes it easier for node operators to deploy and maintain performant infrastructure on the network.

The updates included new releases for "proxyd," "nimbus," "lighthouse," "graph-node," "erigon," and "graph-network-indexer." Specific pull requests added features like weighted routing and the eth_blobBaseFee RPC method to proxyd. The team also helped fix an issue where the Arbitrum One EBO was producing wrong block numbers for the Scroll network, ensuring data consistency.

What this means: This is bullish for GRT because it makes the network more robust and easier for node operators to run. More reliable infrastructure leads to fewer service interruptions and faster query responses for developers building dApps. (Source)

2. Data Ingestion Performance Tests (July 2025)

Overview: The team has been building test environments to compare the performance of different data ingestion technologies, specifically RisingWave versus ClickHouse. This work aims to identify the most efficient architecture for handling large streams of blockchain data.

They implemented multiple local and cluster test benches to simulate different data ingestion patterns. The goal is to find potential approaches to significantly improve the speed and cost of ingesting data into The Graph's indexing layer.

What this means: This is neutral for GRT as it's foundational research. However, successful optimizations could later lead to much faster data indexing and lower costs for the network, improving its competitive edge as a data provider. (Source)

3. Cross-Chain Supply Logic (July 2025)

Overview: A technical update was implemented for the GRT Circulating Supply REST endpoint, adding logic to reconcile token balances between Layer 1 (Ethereum) and Layer 2 (Arbitrum). This ensures the reported circulating supply accurately reflects tokens across multiple chains.

The team also published version v0.3.1 for all EBO (Event-Based Oracle) subgraphs. These updates are part of ongoing efforts to maintain accurate and reliable data feeds as The Graph ecosystem expands across multiple blockchains.

What this means: This is bullish for GRT because it increases transparency and accuracy for a key network metric. Accurate supply tracking is crucial for investor and developer confidence, especially as GRT becomes a cross-chain token. (Source)

Conclusion

The latest codebase activities focus on strengthening network fundamentals—optimizing node operations, testing next-gen data engines, and ensuring accurate cross-chain accounting. This underscores a development trajectory aimed at scalability and reliability rather than flashy new features. Will these backend improvements translate into increased developer adoption and network usage in the coming quarters?

Deep Dive

1. Cross-Chain Staking & Payments (2026)

Overview: A core 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 GRT to be securely transferred and used across Solana, Arbitrum, and Base. The goal is to enable features like cross-chain staking, delegation, and using GRT to pay for query fees on layer 2 networks, which aims to significantly enhance utility and accessibility for developers.

What this means: This is bullish for GRT because it directly expands the token's utility and addressable market by making it functional across major ecosystems, potentially increasing demand from indexers, delegators, and dApp developers. The main risk is execution delay, as the feature rollout depends on the successful deployment of The Graph's bridging infrastructure.

2. SQL-Powered Data Engines (Roadmap)

Overview: The Graph's new roadmap, announced in mid-2025, promises the development of SQL-powered data engines (The Graph). This represents an evolution of its core indexing protocol, aiming to offer developers more familiar and powerful querying tools alongside the existing GraphQL standard. This initiative falls under the long-term vision for a more modular, multi-service data layer.

What this means: This is neutral to bullish for GRT because it could attract a broader set of developers familiar with SQL, potentially increasing subgraph creation and query volume. However, it's a long-term technical undertaking with an uncertain delivery timeline and carries the risk of complexity in implementation.

3. AI-Driven Infrastructure & Graph Assistant (Roadmap)

Overview: Building on the AI Beta launch, the roadmap includes further development of AI-driven infrastructure. A key component is the "Graph Assistant," a promised natural language interface that would allow no-code querying of blockchain data (The Graph). This aligns with the broader "agentic systems" focus mentioned for The Graph's next phase.

What this means: This is bullish for GRT because it taps into the growing AI-agent narrative, potentially opening new use cases and demand streams for on-chain data. Success here could position GRT as a critical data layer for AI, but it faces competition and high technical expectations.

4. Interoperability Standards Integration (Roadmap)

Overview: Following the CCIP integration, The Graph's Q3 2025 update listed "integrations for interoperability standards" as an upcoming roadmap item (The Graph). This suggests ongoing work to ensure its data layer can seamlessly connect with various cross-chain messaging and bridging protocols beyond CCIP, facilitating unified data access in a multi-chain environment.

What this means: This is bullish for GRT as it reinforces the protocol's strategic goal of becoming the universal data layer for Web3. Enhanced interoperability reduces fragmentation for developers, but the value depends on widespread adoption of these emerging standards.

Conclusion

The Graph's immediate future is anchored by the practical rollout of cross-chain GRT utility, while its longer-term vision aims to capture new frontiers in AI and data engineering. How effectively the core teams unify these parallel builds into a coherent ecosystem will be key to driving the next wave of adoption. Will the upcoming mainnet launches and tooling releases translate into measurable growth in network query volume and developer activity?