Latest The Graph (GRT) News Update

Deep Dive

1. SEC Backs DePIN Projects (30 September 2025)

Overview: SEC Commissioner Hester Peirce endorsed DePIN (decentralized physical infrastructure networks) projects, clarifying that tokens like GRT aren’t securities if used as work incentives. The SEC issued a no-action letter for DoubleZero, a DePIN project, easing compliance burdens for infrastructure builders.
What this means: This is bullish for GRT as it solidifies its legal standing and utility in decentralized data indexing. The Graph is explicitly named among beneficiaries like Filecoin and Render. (CoinGape)

2. AI Token Rally on Nvidia-Intel Deal (18 September 2025)

Overview: GRT rose 5.9% alongside AI-focused tokens after Nvidia’s $5B investment in Intel to develop AI-optimized chips. The partnership signals accelerated AI infrastructure development, benefiting blockchain projects integrating AI agents.
What this means: Neutral-to-bullish for GRT. While short-term price gains align with sector trends, sustained growth depends on adoption of The Graph’s AI data tools like the Managed Chain Provider (MCP) for AI agents. (CoinJournal)

3. Major Protocol Upgrades Live (11 July 2025)

Overview: The Graph launched Hypergraph (privacy-focused apps), Substreams for Solana (10x faster indexing), and GRC-20 (cross-chain data standard). Upcoming cross-chain staking via Chainlink CCIP will enable GRT transfers across Arbitrum, Base, and Solana.
What this means: Bullish long-term. These upgrades enhance developer appeal and interoperability, critical as GRT’s price ($0.0832) remains 95% below its 2021 peak. Real-world adoption metrics like query volume (11.8B in 6 months) suggest growing utility. (The Graph)

Conclusion

The Graph is capitalizing on regulatory tailwinds, AI sector growth, and technical upgrades to strengthen its web3 data infrastructure niche. While short-term price action remains muted (-46% YoY), its expanding cross-chain capabilities and enterprise partnerships position GRT as a long-term infrastructure play. Will AI-driven query demand offset macro crypto volatility in Q4?

Deep Dive

1. @graphprotocol: Cross-chain GRT bridges go live (bullish)

"With Chainlink CCIP, GRT transfers now secure across Solana, Base, and Arbitrum – cross-chain staking/delegation next."
– @graphprotocol (289K followers · 12.7M impressions · 2025-05-21 19:17 UTC)
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What this means: This is bullish for GRT because multi-chain interoperability could increase developer adoption and query fee demand, though rollout depends on bridging infrastructure completion.

2. @TRONSCAN: TRON x Substreams integration (bullish)

"Real-time wallet activity/TVL dashboards now possible via The Graph’s Substreams – 75% faster than legacy methods."
– @TRONSCAN (1.2M followers · 8.4M impressions · 2025-07-09 17:56 UTC)
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What this means: This is bullish as TRON’s $23B TVL ecosystem gains streamlined analytics tools, potentially increasing GRT’s utility in DeFi monitoring.

3. @CryptoTAPro: $0.09 becomes make-or-break zone (neutral)

"GRT tests 200-day EMA at $0.0914 – breakdown below $0.089 could trigger 15% drop, while reclaiming $0.095 may signal recovery."
– @CryptoTAPro (86K followers · 324K impressions · 2025-08-19 09:21 UTC)
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What this means: This is neutral as technicals show consolidation after a 46% yearly decline, with volatility likely until Bitcoin’s trend clarifies direction.

Conclusion

The consensus on GRT is mixed, balancing developer-focused upgrades against lingering price weakness. While cross-chain functionality and TRON integration strengthen its web3 infrastructure role, GRT’s -10% 60d performance reflects broader altcoin pressures. Watch for sustained developer activity (11B quarterly queries reported) and the CCIP staking rollout to gauge network effect momentum.

Deep Dive

1. Cross-Chain GRT via Chainlink CCIP (May 2025)

Overview: The Graph integrated Chainlink’s Cross-Chain Interoperability Protocol (CCIP), allowing GRT to move between Ethereum, Solana, Arbitrum, and Base. This enables cross-chain staking and query fee payments.

The upgrade uses Chainlink’s battle-tested infrastructure to secure GRT transfers, with initial support for Solana marking The Graph’s first non-EVM chain integration. Developers can now build multi-chain dApps that interact with GRT across ecosystems.

What this means: This is bullish for GRT because it expands utility beyond Ethereum, potentially increasing demand from Solana developers and users. Cross-chain functionality reduces friction for stakers and delegators. (Source)

2. Substreams Solana Support (July 2025)

Overview: Substreams – The Graph’s real-time data streaming tech – added Solana compatibility, offering parallelized indexing with 10x faster sync speeds compared to traditional RPC methods.

The upgrade leverages Firehose technology to process Solana blocks in microseconds, providing low-latency data for high-frequency DeFi applications. Developers can now index Solana NFT mints, DEX swaps, and wallet activity without centralized bottlenecks.

What this means: This is neutral-to-bullish as it positions GRT as a multi-chain data layer, but adoption depends on Solana ecosystem growth. Reduced infrastructure costs could attract new projects. (Source)

3. Token API Beta Release 4 (July 2025)

Overview: The Token API added Solana SPL token tracking (transfers, balances) and Uniswap V4 OHLC pricing data, while improving response consistency for enterprise users.

Key additions:
- Solana token account balance snapshots
- Avalanche NFT/token standardization
- Managed Chain Provider (MCP) reliability upgrades

What this means: This is bullish because it simplifies building cross-chain portfolio trackers and DeFi dashboards – critical infrastructure as crypto UX demands grow. Solana support specifically targets developers migrating from centralized alternatives. (Source)

Conclusion

The Graph’s 2025 updates focus on multi-chain dominance (via CCIP/Solana) and enterprise-grade data tooling. While GRT’s price remains 43% below its 2024 high, these technical upgrades position it as critical middleware for AI agents and cross-chain apps. Will developer adoption on Solana outpace Ethereum-native competitors like Covalent?

Deep Dive

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

Overview: The Graph is finalizing integration with Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to enable GRT transfers across Solana, Arbitrum, and Base. This will allow cross-chain staking, delegation, and query fee payments, reducing friction for developers in multi-chain ecosystems (The Graph, May 2025).

What this means: This is bullish for GRT because cross-chain utility could increase demand for staking and fee payments, tightening token supply. Risks include delays in deploying bridging infrastructure or low adoption on non-EVM chains like Solana.

2. SQL-Powered Data Engines (2026)

Overview: A planned upgrade will introduce SQL compatibility to The Graph’s indexing tools, enabling developers to run complex analytics queries on blockchain data. This targets enterprise use cases like financial reporting and regulatory compliance.

What this means: This is neutral-to-bullish, as SQL support could attract traditional developers but may face competition from centralized data providers. Success hinges on balancing decentralization with performance.

3. AI-Driven Infrastructure Expansion (2026)

Overview: The Graph’s AI Beta includes tools like the “Graph Assistant” for no-code data queries and AI agent integration via Substreams. Future updates aim to link AI models directly to onchain data for real-time insights (The Graph, July 2025).

What this means: This is bullish, as AI integration could position GRT as critical infrastructure for autonomous agents. However, adoption depends on proving reliability against centralized alternatives like OpenAI.

4. Geo Genesis Full Launch (Q4 2025)

Overview: Geo Genesis, currently in early access, is a decentralized knowledge graph app designed to organize web3 data spatially (e.g., mapping DAOs or NFT communities). The full release will include a privacy-focused web3 browser.

What this means: This is neutral, as niche use cases may limit immediate traction. Long-term value depends on attracting builders to its open data ecosystem.

5. Network Expansion (Ongoing)

Overview: The Graph recently added Solana and Tron support via Substreams and plans to integrate 12+ networks in 2025–2026, including Polygon zkEVM and Monad.

What this means: This is bullish, as broader chain support strengthens The Graph’s role as a universal data layer. However, indexing costs and latency remain challenges for high-throughput chains.

Conclusion

The Graph is prioritizing cross-chain interoperability, AI integration, and enterprise-ready tooling to cement its role as web3’s data backbone. While technical execution and adoption risks persist, successful delivery could align GRT with growing demand for decentralized AI and multi-chain ecosystems. How quickly will developers migrate from centralized alternatives to The Graph’s open infrastructure?