Latest The Graph (GRT) News Update

Deep Dive

1. Bitvavo Cuts GRT Staking Rates (1 September 2025)

Overview:
Bitvavo revised its staking tiers, moving GRT from Fixed to Flex Staking with a reduced 2.2% APY (vs. prior fixed rates up to 6.8%). This reflects broader validator competition and cooling demand for mid-tier yield assets.

What this means:
Neutral for GRT. While reduced staking yields might deter some retail delegators, it signals network maturity as enterprise validators dominate. Delegators now face a trade-off between liquidity (Flex) and returns (higher-risk assets). (Bitvavo)

2. El Salvador’s Bitcoin Banking Spurs GRT Demand (10 August 2025)

Overview:
GRT gained attention as El Salvador’s Bitcoin investment bank rollout increased demand for blockchain data tools. The Graph’s indexing protocol is being evaluated for tracking cross-chain transactions and institutional compliance.

What this means:
Bullish for GRT. As Bitcoin banking expands, projects requiring auditable on-chain data (e.g., asset tracking, regulatory reporting) could drive GRT query volume. GRT’s $47M daily trading volume suggests speculative positioning ahead of potential deals. (CryptoNewsLand)

3. Grayscale Adds GRT to AI Fund (25 July 2025)

Overview:
Grayscale’s Decentralized AI Fund allocated 8.5% to GRT, citing its role in indexing blockchain data for AI agents. The fund also holds TAO (30.1%), NEAR (28.5%), and RENDER (17.7%).

What this means:
Bullish for GRT. Institutional adoption via regulated products could stabilize demand, though GRT remains the smallest allocation. The AI narrative aligns with The Graph’s July 2025 Token API Beta release for AI agent integration. (CryptoBriefing)

Conclusion

GRT balances yield recalibration, institutional inflows, and emerging use cases in regulated Bitcoin ecosystems. With staking yields normalizing and AI/DeFi demand rising, will GRT’s query fee revenue outpace sell pressure from delegator rewards?

Deep Dive

1. @graphprotocol: Cross-Chain GRT Utility Goes Live

“Extending GRT’s availability to Solana paves the way for deeper collaboration with Solana’s developer and user communities.”
– @graphprotocol (298K followers · 12.4K impressions · 2025-05-21 19:17 UTC)
View original post
What this means: Bullish for GRT as cross-chain staking and fee payments could increase token velocity across Solana, Arbitrum, and Base ecosystems.

2. @Binance: GRT/USDC Pair Goes Live

Binance added GRT/USDC trading on 2025-07-22, exposing The Graph to USD Coin’s $28B market.
– @Binance (43.2M followers · 8.7K impressions · 2025-07-21 08:30 UTC)
View original post
What this means: Neutral-to-bullish – while liquidity improves, GRT’s 24h volume remains 78% correlated with BTC’s moves post-listing.

3. @CoinMarketCap: Traders Debate $0.09 Floor

A CMC community post notes GRT’s 14-day RSI at 43.7 (neutral) with $0.0890 as critical support.
– CMC Analyst (Post engagement: 1.2K views · 2025-08-19 09:21 UTC)
View original post
What this means: Bearish near-term risk if Bitcoin dominance rises above 57%, but $0.08 remains a psychological buy zone.

Conclusion

The consensus on GRT is mixed, balancing cross-chain utility milestones against macro-driven price fragility. While developer adoption grows (11B quarterly queries reported), traders await a decisive break above $0.11 resistance. Watch the rollout of CCIP-powered GRT bridging – successful multi-chain fee payments could catalyze the next leg up.

Deep Dive

1. Token API Beta 4 (11 July 2025)

Overview: Expanded multi-chain token data access for developers, including Solana SPL tokens and Avalanche NFTs.
The update introduced standardized endpoints for token transfers, balances, and OHLC pricing from Uniswap V4. Enhanced MCP (Managed Chain Provider) outputs ensure consistent API responses, reducing integration friction for wallets and analytics tools.

What this means: This is bullish for GRT because developers can now build cross-chain dApps faster with unified data infrastructure, potentially increasing demand for The Graph’s services. (Source)

2. Substreams for Solana (11 July 2025)

Overview: Solana integration allows real-time data streaming with low latency and high throughput.
Substreams’ parallel processing cuts sync times by 90% compared to traditional RPC methods. Developers can now index Solana data (e.g., swaps, wallet activity) without centralized bottlenecks.

What this means: This is neutral-to-bullish for GRT as it strengthens The Graph’s position in Solana’s ecosystem, but adoption depends on developer uptake. (Source)

3. GRC-20 Standard Launch (11 July 2025)

Overview: A web3 knowledge protocol linking wallets, content, and reputation across 90+ chains.
Built into Hypergraph, GRC-20 enables composable data types (e.g., combining NFT ownership with DAO voting history). It breaks data silos, allowing apps to query cross-chain relationships natively.

What this means: This is bullish for GRT because it creates new use cases for structured onchain data, aligning with AI and decentralized app trends. (Source)

Conclusion

The Graph’s 2025 updates focus on interoperability (Solana/AVAX support), AI readiness (GRC-20), and developer tooling (Token API). These enhancements position GRT as critical infrastructure for multi-chain and AI-driven dApps. Will cross-chain staking via Chainlink CCIP accelerate GRT’s utility across L2s?

Deep Dive

1. Cross-Chain Staking via Chainlink CCIP (Q4 2025)

Overview
The Graph plans to enable cross-chain staking for GRT on Arbitrum, Base, and Solana using Chainlink’s Cross-Chain Interoperability Protocol (CCIP). This will unify GRT’s utility across networks, allowing users to stake, delegate, and pay query fees on Layer 2 chains.

What this means
Bullish for GRT: Cross-chain functionality could expand staking participation and demand for GRT as a multi-network utility token. Risks include delays in deploying bridging infrastructure (The Graph).

2. SQL-Powered Data Engines (2026)

Overview
A roadmap update promises SQL-compatible query layers to simplify blockchain data access. This aims to attract traditional developers by reducing the learning curve for onchain analytics.

What this means
Neutral-to-bullish: While SQL integration could broaden adoption, success depends on execution speed and compatibility with existing subgraph workflows.

3. AI-Driven Infrastructure Upgrades (2026)

Overview
The Graph is developing AI tools like natural-language query interfaces (“Graph Assistant”) and Machine Learning Model Connectors (MCPs) to automate data indexing and analytics.

What this means
Bullish for GRT: AI integration positions The Graph as critical infrastructure for AI/blockchain synergy. However, competition from centralized alternatives (e.g., Dune Analytics) remains a risk.

Conclusion

The Graph is prioritizing interoperability (via CCIP), developer accessibility (SQL), and AI readiness to solidify its role as web3’s data backbone. While technical execution and adoption hurdles persist, these upgrades align with growing demand for decentralized data solutions.

How will The Graph balance decentralization with the computational demands of AI-driven features?