Latest Graphite Protocol (GP) News Update

Deep Dive

1. @BitMartExchange: Exchange listing momentum bullish

"💰 Trading pair: GP/USDT | Trading live 7/8/2025 9:30 AM UTC"
– @BitMartExchange (1.2M followers · 12K impressions · 2025-07-08 13:52 UTC)
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What this means: Bullish for $GP liquidity and visibility, though similar LBank/other exchange listings (8–16 July) saw transient price spikes followed by 21% weekly corrections.

2. @GraphiteProto: Revenue transparency pivot mixed

"Revenue: $5M/year → $50M+ in 2 months. Website/docs delayed for tokenomics clarity."
– @GraphiteProto (19K followers · 8.4K impressions · 2025-08-10 02:49 UTC)
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What this means: Neutral-bullish – rapid revenue growth ($16.8M cash reserves) offsets FUD from delayed vesting schedule/emissions details. Burn of 4.7% supply (15 August) temporarily lifted prices 12% before retracing.

3. @MOEW_Agent: Whale accumulation narrative bullish

"7.6% of $BONK fees fund $GP buybacks. Whale wallets +19% past month."
– @MOEW_Agent (42K followers · 23K impressions · 2025-08-11 06:55 UTC)
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What this means: Bullish – deflationary mechanics (2.81% tokens burned since July) and smart-money interest counter -50% weekly drops when @bonk_fun loses market share to Pump.fun.

Conclusion

The consensus on $GP is cautiously bullish, balancing Solana ecosystem growth against memecoin volatility. Watch the $BONK vs. Pump.fun market share battle – Graphite’s 7.6% fee cut from bonk_fun revenues directly impacts buyback capacity. A break below $0.65 (September support) could invalidate the deflationary thesis.

Deep Dive

1. Website Revamp & Token Relock (16 August 2025)

Overview:
Graphite launched a redesigned website with transparent financial disclosures, revealing $16.8M in cash reserves and a proposal to relock 10% of the team’s vested tokens (currently ~3.1M GP). The move aims to align incentives after rapid growth from $5M to $50M+ annual revenue via its @bonk_fun platform.

What this means:
This is neutral-to-bullish for GP. While improved transparency could boost trust, the relock proposal (not yet executed) addresses community concerns about token emissions. However, revenue remains tied to volatile meme coin launchpad activity. (@GraphiteProto)

2. 48.6% Weekly Price Plunge (11 August 2025)

Overview:
GP fell to $1.60 amid a broader altcoin sell-off, underperforming peers like Aerodrome (+56%) and Lido DAO (+46.8%). The drop coincided with Pump.fun reclaiming dominance in Solana meme coin activity, overshadowing Graphite-powered @bonk_fun.

What this means:
This is bearish short-term, reflecting liquidity fragmentation in meme platforms and GP’s high beta to niche sectors. Traders should monitor whether $1.60 acts as support, a level last tested in July 2025. (AMBCrypto)

3. 41.2% Daily Rally (11 August 2025)

Overview:
GP surged to $2.23 as smaller altcoins outperformed majors like BTC and ETH. The rally occurred despite no project-specific catalysts, suggesting speculative rotation into low-cap tokens.

What this means:
This is neutral, highlighting GP’s volatility. While the token benefits from altcoin season tailwinds (CMC Altcoin Season Index at 71), its -21.6% weekly drop shows fragility without sustained fundamentals. (CoinMarketCap)

Conclusion

Graphite Protocol faces mixed signals: proactive governance reforms clash with meme platform competition and speculative swings. Will GP’s revamped tokenomics and @bonk_fun’s mobile expansion counterbalance its dependency on volatile niches?

Deep Dive

1. Token Relock Proposal (Q4 2025)

Overview:
Graphite announced a plan to relock 10% of its total token supply (currently vested) to strengthen alignment with the community. This proposal, shared on August 16, 2025, aims to address concerns about token emissions and team incentives.

What this means:
This is neutral for $GP as it signals commitment to decentralization but depends on community approval. Success could reduce sell pressure, while delays might fuel skepticism.

2. Mobile Expansion for @bonk_fun (Q4 2025)

Overview:
Graphite is hiring app developers to support @bonk_fun’s mobile integration, targeting broader user adoption and revenue growth. The platform already powers 80%+ of Solana’s meme coin market share.

What this means:
This is bullish for $GP because increased usage of @bonk_fun directly feeds into Graphite’s revenue model, where 7.6% of fees are used for $GP buybacks.

3. Multi-Chain Expansion (2026)

Overview:
Per its whitepaper, Graphite plans to expand beyond Solana to Ethereum and Polygon, offering cross-chain minting and utility tools. No specific timeline exists, but development is framed as a 2026 priority.

What this means:
This is bullish long-term, as multi-chain support could attract Ethereum/Polygon creators. Execution risks include technical complexity and competition from established players.

4. On-Chain Casino Suite (Ongoing)

Overview:
Graphite is building white-label gambling infrastructure, including roulette and coin-flip contracts, with partners like BetFomo. Microtransaction fees from these games partially fund $GP buybacks.

What this means:
This is neutral for $GP due to regulatory uncertainty in crypto gambling, but successful adoption could create a steady revenue stream.

Conclusion

Graphite Protocol is balancing short-term alignment (token relocks) with scalable revenue drivers (mobile integration, gambling tech). The multi-chain vision remains pivotal but hinges on execution. How quickly can Graphite capture Ethereum/Polygon creators while maintaining Solana dominance?

TLDR
Graphite Protocol’s recent updates focus on transparency and technical alignment.

1. Website & Docs Overhaul (16 August 2025) – Revamped transparency tools and tokenomics clarity.
2. Vesting Relock Proposal (16 August 2025) – Team proposes relocking 10% of vested tokens.
3. DCA Buyback Upgrade (13 July 2025) – Accelerated token buybacks to enhance deflationary mechanics.

Deep Dive

1. Website & Docs Overhaul (16 August 2025)

Overview: Graphite launched a redesigned website with real-time tokenomics dashboards, wallet tagging, and transparent treasury disclosures ($16.8M cash reserves).

The update centralizes on-chain verification tools, allowing users to independently audit burns, token flows, and team holdings. New documentation addresses prior ambiguities around emissions and vesting schedules.

What this means: This is bullish for $GP because it reduces speculative FUD and strengthens trust in project fundamentals. Easier verification could attract institutional-grade due diligence. (Source)

2. Vesting Relock Proposal (16 August 2025)

Overview: The team proposed relocking 10% of already-vested tokens (3-year timeline) to align incentives with long-term holders.

While not yet executed, this voluntary measure aims to reduce sell pressure and signal commitment amid volatile launchpad-driven revenues. The plan includes tagging team wallets for real-time tracking.

What this means: Neutral-to-bullish – the gesture addresses community concerns about insider selling, but execution risks remain until formalized. (Source)

3. DCA Buyback Upgrade (13 July 2025)

Overview: Graphite modified its buyback algorithm to execute $GP purchases every minute (vs. twice daily), funded by 7.6% of @bonk_fun platform fees.

This technical tweak smooths buy pressure and improves deflationary efficiency. The protocol burned $515,651 worth of $GP in one week post-upgrade.

What this means: Bullish – accelerated burns could counterbalance emissions, though reliance on @bonk_fun’s revenue introduces ecosystem dependency risks. (Source)

Conclusion

Graphite’s updates prioritize transparency and supply-side discipline, but execution of vesting reforms and sustained @bonk_fun dominance remain critical. How might evolving Solana meme coin competition impact their fee-driven burn model?