TLDR The Graph accelerates web3 data infrastructure with new AI tools, cross-chain upgrades, and ecosystem momentum. Here’s the latest:
ETHGlobal Winners Leverage GRT (18 August 2025) – Developers built privacy and analytics tools using Hypergraph and GRC-20 at ETHGlobal NYC.
Major Product Launches (11 July 2025) – Hypergraph, Solana Substreams, and AI data tools went live.
TRON Real-Time Data Integration (9 July 2025) – Substreams now streams wallet activity, swaps, and TVL on TRON.
Deep Dive
1. ETHGlobal Winners Leverage GRT (18 August 2025)
Overview: At ETHGlobal NYC, projects like Resona (voice-based wallet recovery) and Wallet Unwrapped (onchain portfolio summaries) won bounties for using The Graph’s Hypergraph and GRC-20 standard. These tools highlight GRT’s role in enabling privacy-preserving apps and composable data. What this means: Bullish for GRT, as hackathon adoption signals growing developer traction and use cases for its decentralized data stack. (The Graph)
2. Major Product Launches (11 July 2025)
Overview: The Graph rolled out Hypergraph for encrypted, offline-ready apps, Substreams for Solana (10x faster indexing), and GRC-20 to unify cross-chain data. Its AI beta now connects LLMs to onchain data via TokenAPI. What this means: Neutral-to-bullish – while the tech expands GRT’s utility, adoption metrics (query volumes, subgraph deployments) will determine price impact. (The Graph)
3. TRON Real-Time Data Integration (9 July 2025)
Overview: TRON developers gained access to real-time analytics via Substreams, enabling dashboards for DeFi protocols without centralized backends. The Graph also launched co-branded APIs for TRON projects. What this means: Bullish long-term, as TRON’s $23B TVL and USDT dominance could drive GRT query demand, though short-term price correlation remains weak. (CryptoBriefing)
Conclusion
The Graph is doubling down on AI-ready data infrastructure and cross-chain interoperability, with key wins in developer adoption. While GRT’s price remains 80% below its 2024 peak, its expanding role in indexing Solana, TRON, and AI ecosystems could reposition it as web3’s data backbone. Will rising query fees translate to sustained token demand as new products scale?
What are people saying about GRT?
TLDR GRT’s community oscillates between cautious trading setups and optimism about its Web3 infrastructure role. Here’s what’s trending: 1. Traders eye $0.09 as a make-or-break support level 2. Developers champion its cross-chain data indexing upgrades 3. Analysts flag its undervaluation in the AI/analytics token race
Deep Dive
1. @graphprotocol: Cross-chain expansion fuels dev optimism
"Powered by $GRT, The Graph is the backbone for scalable, efficient app development" – @graphprotocol (290K followers · 12.8M impressions · 2025-08-15 14:20 UTC) View original post What this means: Bullish for GRT’s utility as the Chainlink CCIP integration (May 2025) enables cross-chain query payments and staking across Solana/Arbitrum, potentially increasing network activity.
"Failure to hold $0.0900 risks a drop to $0.0890" – Technical analysis post highlighting 5.14% 24h volatility – CMC Analyst (Post engagement: 9.2/10 quality score · 2025-08-19 09:21 UTC) View original post What this means: Neutral-to-bearish short-term as GRT faces selling pressure at $0.095 resistance (current price: $0.0946), with turnover ratio at 3.96% signaling moderate liquidity risks.
"Top Analytics Tokens The Graph (GRT) & Arkham (ARKM)" – @johnmorganFL (82K followers · 1.1M impressions · 2025-07-16 12:17 UTC) View original post What this means: Bullish for sector positioning – GRT’s query volume hit 11B in Q2 2025 (Messari), but its $0.9B market cap trails AI peers like FET ($1.9B), suggesting potential catch-up.
Conclusion
The consensus on GRT is mixed – bullish on its infrastructure role in multi-chain ecosystems and AI/data indexing growth (CCIP integration, Grayscale fund inclusion), but cautious about near-term price vulnerability below $0.09. Watch the $0.089 support level and Q3 query fee metrics as proxies for developer adoption. Does the 95% drawdown from ATH mask a Web3 essential in plain sight?
What is the latest update in GRT’s codebase?
TLDR The Graph’s codebase saw key infrastructure upgrades in July 2025.
EBO Subgraph Fixes (July 2025) – Resolved block number inaccuracies on Scroll and Arbitrum.
Data Ingestion Benchmarks (July 2025) – Tested RisingWave vs. ClickHouse for scalability.
Deep Dive
1. Heimdall v2 Helm Charts (July 2025)
Overview: The GraphOps team released Helm charts for Heimdall v2, streamlining node deployment on Kubernetes clusters.
This update includes default configurations for monitoring via Prometheus and Grafana, reducing setup complexity for operators. Proxyd, Nimbus, Lighthouse, and Erigon dependencies were upgraded to improve RPC reliability and block synchronization.
What this means: This is bullish for GRT because easier node deployment strengthens network resilience and lowers barriers for new indexers, supporting decentralized data indexing. (Source)
2. EBO Subgraph Fixes (July 2025)
Overview: Critical fixes were applied to Ethereum Block Oracle (EBO) subgraphs after block number mismatches affected Scroll and Arbitrum.
Version 0.3.1 of EBO subgraphs introduced L1/L2 reconciliation logic for GRT circulating supply calculations, ensuring cross-chain consistency.
What this means: This is neutral for GRT as it addresses technical debt rather than adding new features, but improves data accuracy for developers relying on multi-chain indexing. (Source)
3. Data Ingestion Benchmarks (July 2025)
Overview: The team tested RisingWave and ClickHouse for high-volume data ingestion to optimize indexing performance.
Local and cluster test benches compared throughput under varying loads, exploring optimizations like parallel processing and batch writes.
What this means: This is bullish for GRT because faster data ingestion could reduce query latency, enhancing The Graph’s competitiveness against centralized alternatives. (Source)
Conclusion
July’s updates emphasize infrastructure scalability and reliability, aligning with The Graph’s role as web3’s data backbone. While no groundbreaking features launched, foundational improvements suggest a focus on long-term stability. How might RisingWave’s adoption impact query costs and network efficiency in Q4?
What is next on GRT’s roadmap?
TLDR
The Graph’s roadmap focuses on cross-chain expansion, AI integration, and enhanced developer tools.
Cross-Chain GRT Staking (Q4 2025) – Enable staking across Arbitrum, Base, and Solana via Chainlink CCIP.
SQL-Powered Data Engines (2026) – Launch decentralized SQL engines for advanced analytics.
AI-Driven Infrastructure (2026) – Expand AI tooling for natural-language blockchain queries.
Token API Upgrades (Q3 2025) – Add NFT metadata and cross-chain balance tracking.
Deep Dive
1. Cross-Chain GRT Staking (Q4 2025)
Overview: The Graph plans to enable cross-chain staking and delegation of GRT using Chainlink’s CCIP, allowing seamless interaction with Solana, Arbitrum, and Base. This follows July 2025’s CCIP integration, which laid the groundwork for multi-network GRT utility.
What this means: - Bullish: Reduces friction for delegators and expands GRT’s use as a cross-chain utility token. - Risk: Success depends on Chainlink’s CCIP adoption and bridging infrastructure stability.
2. SQL-Powered Data Engines (2026)
Overview: A proposed shift from GraphQL to SQL compatibility aims to attract traditional developers and enable complex onchain analytics. This aligns with The Graph’s push to become the default data layer for AI and enterprise use cases.
What this means: - Bullish: Could drive institutional adoption by simplifying integration with existing data pipelines. - Neutral: Requires significant protocol upgrades and may face competition from centralized alternatives.
3. AI-Driven Infrastructure (2026)
Overview: The Graph’s AI Beta (launched July 2025) will expand with a “Graph Assistant” for no-code queries and MCP (Managed Chain Provider) enhancements to connect AI agents directly to Subgraphs.
What this means: - Bullish: Positions GRT as critical infrastructure for AI/blockchain convergence, potentially increasing query fee demand. - Risk: Execution complexity and competition from projects like Fetch.ai.
4. Token API Upgrades (Q3 2025)
Overview: Planned updates include NFT metadata support for Solana and Avalanche, plus cross-chain wallet balance tracking. These follow July’s Token API v4 release, which added SPL token tracking.
What this means: - Bullish: Strengthens The Graph’s role in multi-chain DeFi and NFT ecosystems. - Metric to watch: Adoption by Solana-based dApps post-integration.
Conclusion
The Graph is prioritizing interoperability (via CCIP), AI readiness, and developer experience to solidify its position as web3’s data backbone. While technical risks exist, successful execution could make GRT indispensable for next-gen dApps and AI agents. How quickly will developers adopt these tools compared to centralized alternatives like QuickNode?