What could affect the price of GRT?
The Graph’s price is caught between growing demand from AI applications and the increasing supply of tokens being released.
- AI Integration – More use in AI and decentralized networks could boost its usefulness
- Cross-Chain Expansion – Integration with Chainlink CCIP allows The Graph to work across multiple blockchains
- Token Unlocks – Nearly a quarter of tokens held by early team and advisors will be unlocked through 2026
- Indexing Competition – Competitors like Subsquid are challenging The Graph’s position in web3 data indexing
Deep Dive
1. AI & Multi-Chain Adoption (Positive Outlook)
Overview: The Graph’s upcoming integration with TRON in July 2025 and upgrades focused on AI make it a key tool for AI systems that need up-to-date blockchain data. Its Substreams technology now handles over 300 million queries daily across more than 90 blockchains, including new support for Solana that cuts data retrieval costs by 65% (The Graph Blog).
What this means: As AI projects like Bittensor and Fetch.ai rely on accurate blockchain data, The Graph’s token (GRT) could see increased demand from users staking tokens to support these services. The 30% rise in GRT’s correlation with AI sector activity since early 2025 shows growing market interest.
2. Token Unlock Schedule & Supply Pressure (Potential Challenge)
Overview: Starting July 2025, 2.46 billion GRT tokens (about 23% of total supply) held by early team members and advisors will gradually become available, continuing monthly through 2026. At the same time, rewards earned by network participants during a one-year test phase will also unlock starting September 2025 (Token Unlock Schedule).
What this means: Past unlock events caused GRT’s price to drop between 12% and 18%. Currently, technical indicators like the Relative Strength Index (RSI) at 37.29 suggest weak buying momentum. This could lead to continued selling pressure, potentially pushing prices down to around $0.07.
3. Protocol Upgrades vs Competition (Mixed Outlook)
Overview: The Graph’s new Hypergraph knowledge framework competes with other indexing solutions like Subsquid’s WASM-based system and Google Cloud’s Blockchain Node Engine. However, adoption of the GRC-20 cross-chain data standard increased 40% month-over-month in August across more than a dozen Layer 2 networks.
What this means: The Graph benefits from a strong network effect, with over 200,000 deployed subgraphs creating a competitive advantage. But if it fails to maintain near-perfect uptime (99.9%) during a planned sharding upgrade in late 2025, developer confidence could suffer. For example, a 14% price drop occurred during a network outage on Arbitrum in June, showing how sensitive the market is to downtime.
Conclusion
The future of GRT depends on balancing growing use in AI and decentralized networks against the pressure from token unlocks increasing supply. The current price range of $0.08 to $0.09 reflects uncertainty about whether rising query fees (growing 15% year-over-year) can offset this supply increase. With the altcoin season index at 72, keep an eye on the GRT/BTC trading pair—breaking above 0.0000021 BTC could indicate a shift toward infrastructure-focused investments.
Key question: Can The Graph’s 3.2 million daily active wallets (30% linked to AI projects) grow faster than the 2.1% monthly increase in token supply?
What are people saying about GRT?
The community around The Graph (GRT) is discussing its plans to work across multiple blockchains, even as the price remains mostly flat. Here’s what’s happening:
- Integration with Chainlink sparks hope for multichain growth
- Analysts focus on $0.09 as a critical support level
- Listing on Binance boosts interest from big investors
Deep Dive
1. @graphprotocol: Expanding Across Chains with Chainlink CCIP — Positive Outlook
"GRT transfers are now possible across Solana, Arbitrum, and Base using Chainlink’s protocol. Cross-chain staking and paying query fees are also in the works."
– @graphprotocol (283K followers · 1.2M impressions · 2025-05-21 19:17 UTC)
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What this means: This is good news for GRT because being able to work smoothly across major blockchains could increase its usefulness. However, success depends on launching the bridge as planned in Q3 2025.
2. @johnmorganFL: Analytics Token Growth — Mixed Signals
"GRT and ARKM lead a $1.49 billion surge in analytics tokens. Query volume doubled to 11 billion in Q2, but the price is still down 95% from its all-time high."
– @johnmorganFL (89K followers · 420K impressions · 2025-07-16 12:17 UTC)
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What this means: The fundamentals look strong, with query fees reaching $6.76 million on Arbitrum. However, the price has dropped 14% in the past week, leading to uncertainty about GRT’s true value.
3. CoinMarketCap Analysis: Price Struggles at $0.09 — Cautious Outlook
"GRT is holding around $0.0914 but momentum is weakening. If it falls below $0.09, it could drop another 3% to $0.089."
– CMC Community Post (19M monthly users · 2025-08-19 09:21 UTC)
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What this means: The short-term outlook is bearish because trading volume is dropping (down 14.7% daily), and market sentiment is cautious (Fear Index at 39/100). Buyers need to defend the $0.09 level to avoid further declines.
Conclusion
Opinions on GRT are mixed. Developers are excited about the Chainlink-powered plan to expand across multiple blockchains, but traders are concerned about the flat price despite strong usage, with 11 billion queries in the last quarter. Keep an eye on the $0.09 support level and progress on Chainlink CCIP integration during upcoming network upgrades in September. For a protocol supporting over 90 blockchains, the gap between GRT’s price and its actual use remains the key question.
What is the latest news about GRT?
The Graph is making moves amid AI excitement, El Salvador’s push for Bitcoin banking, and new developer tools. Here’s what’s new:
- Hypergraph & Solana Integration (July 11, 2025) – Rolled out privacy-focused apps and indexing that’s 10 times faster for Solana developers.
- El Salvador’s Bitcoin Banking Push (August 10, 2025) – GRT gains attention as demand for data indexing grows with new Bitcoin banks in the country.
- Grayscale’s AI Fund Inclusion (July 25, 2025) – GRT added to a major institutional fund focused on decentralized AI projects.
In-Depth Look
1. Hypergraph & Solana Integration (July 11, 2025)
What happened:
The Graph introduced Hypergraph, a platform that supports encrypted offline apps and real-time data indexing on Solana using a technology called Substreams. This update cuts syncing times by 90% and introduces GRC-20, a new standard for sharing data across different blockchains. The Token API now supports Solana’s SPL tokens and pricing from Uniswap V4.
Why it matters:
This is a positive development for GRT because it strengthens its position as a key player in blockchain infrastructure ready for AI applications. Solana’s large developer community (about 2.5 million active developers monthly) now has cheaper and faster access to data, which could increase the fees paid to GRT for data queries. (The Graph)
2. El Salvador’s Bitcoin Banking Push (August 10, 2025)
What happened:
GRT’s price stabilized around $0.099 after El Salvador updated regulations to welcome Bitcoin investment banks. With a $23 billion crypto economy, the country needs strong data tools to support compliance and decentralized finance (DeFi) services—areas where The Graph’s indexing technology is essential.
Why it matters:
This news is somewhat positive for GRT. Although the token’s price dropped slightly by 0.85% after the announcement, its core technology fits well with Latin America’s move toward digital banking. Watching the growth of total value locked (TVL) in Salvadoran decentralized apps could show if demand for GRT’s services will continue. (CryptoNewsLand)
3. Grayscale’s AI Fund Inclusion (July 25, 2025)
What happened:
Grayscale’s new Decentralized AI Fund allocated 8.5% of its portfolio to GRT, alongside other projects like NEAR and RENDER. This fund focuses on protocols that combine AI with blockchain technology, using The Graph’s data pipelines to help train machine learning models.
Why it matters:
This is a strong sign of institutional confidence. Grayscale manages about $150 billion in assets, which could bring new investment into GRT. However, keep in mind that GRT’s price is still about 95% below its peak in 2021. Investors should watch for adoption of cross-chain staking enabled by CCIP after this integration. (CryptoBriefing)
Conclusion
GRT is balancing technical improvements with growing adoption—from faster Solana indexing to regulatory changes in El Salvador and backing from major funds like Grayscale. With over 168,000 delegators involved, the question is whether GRT can meet the increasing demand for AI-related data while navigating a cautious market (Crypto Market Fear & Greed Index: 39). Keep an eye on GRT’s query fees after the Hypergraph launch to see how much real-world use it gains.
What is expected in the development of GRT?
The Graph is moving forward with key developments:
- Cross-Chain GRT with Chainlink CCIP (Q4 2025) – This will allow GRT tokens to be staked and used across multiple networks like Solana, Arbitrum, and Base.
- SQL-Powered Data Engines (2026) – Introducing SQL support to make data queries easier and more efficient, especially for businesses.
- AI-Driven Infrastructure (2026) – Adding AI features to enable natural language queries and smarter tools for developers.
In-Depth Look
1. Cross-Chain GRT with Chainlink CCIP (Q4 2025)
What’s happening: The Graph is set to complete its integration with Chainlink’s Cross-Chain Interoperability Protocol (CCIP). This means users will be able to stake, delegate, and pay query fees with GRT across different blockchain networks like Solana, Arbitrum, and Base. This builds on an earlier announcement made in May 2025 (The Graph).
Why it matters: This is a positive step for GRT’s usefulness because it opens up more opportunities for developers working across multiple blockchains. It reduces dependence on just one network. However, there’s a chance that technical challenges could delay the rollout of this cross-chain feature.
2. SQL-Powered Data Engines (2026)
What’s happening: The Graph plans to add support for SQL, a common language used to manage and query databases. This will help developers who are used to traditional databases like those on AWS transition more easily to The Graph’s decentralized system.
Why it matters: This could encourage more businesses to use The Graph, making it more attractive for enterprise-level analytics. While this is promising, The Graph will face competition from other projects like Space and Time that offer similar services.
3. AI-Driven Infrastructure (2026)
What’s happening: Building on the AI Beta launched in July 2025, The Graph will introduce a “Graph Assistant” that lets users query data without needing to write code. It will also enhance AI-powered tools through its MCP framework.
Why it matters: This long-term development could make GRT a key part of the infrastructure for autonomous decentralized applications (dApps). Still, the complexity of AI technology and getting users to adopt these new tools could be challenging.
Conclusion
The Graph is focusing on making GRT more versatile by enabling cross-chain use, simplifying developer access, and integrating AI. These improvements have the potential to expand how GRT is used, but success will depend on smooth execution and how the market views analytics-focused tokens. It will be interesting to see how multi-chain adoption might change GRT’s overall token dynamics.
What updates are there in the GRT code base?
The Graph's latest updates focus on supporting multiple blockchains, integrating AI features, and improving cross-chain functionality.
- Token API Expansion (August 14, 2025) – Added support for Solana SPL tokens, Avalanche NFTs, and Uniswap V4 pricing data.
- Chainlink CCIP Integration (May 21, 2025) – Enabled cross-chain transfers of GRT tokens for staking and fees.
- GRC-20 & Hypergraph Launch (July 11, 2025) – Introduced a new web3 data standard and a privacy-first app framework.
Deep Dive
1. Token API Expansion (August 14, 2025)
Overview: The Graph’s Token API Beta Release 4 now supports tokens from Solana’s SPL standard, Avalanche NFTs and tokens, plus pricing data from Uniswap V4. This lets developers create apps that track portfolios and analyze data across more than 90 blockchains using a single, unified interface.
The update also improves data consistency, making it easier for large companies to build reliable apps.
What this means: This is good news for GRT because it makes it easier for developers to build apps that work across multiple blockchains, which could increase demand for The Graph’s services. Adding Solana support taps into a fast-growing blockchain community. (Source)
2. Chainlink CCIP Integration (May 21, 2025)
Overview: The Graph now uses Chainlink’s cross-chain protocol (CCIP) to allow GRT tokens to move between Ethereum, Solana, Arbitrum, and Base blockchains. Future updates will enable cross-chain staking and paying query fees.
This update uses Chainlink’s secure framework for bridging tokens, but full features depend on building additional infrastructure.
What this means: This is somewhat positive for GRT because it expands how the token can be used across different blockchains. However, success depends on completing the necessary infrastructure. Support for Solana could attract more developers. (Source)
3. GRC-20 & Hypergraph Launch (July 11, 2025)
Overview: The Graph introduced GRC-20, a new data standard that connects wallets, content, and reputation across blockchains. Hypergraph is a new framework that allows apps to store encrypted data locally on devices and sync it securely, focusing on user privacy.
These features work with The Graph’s upcoming AI tool, “Graph Assistant,” which will let users query data using natural language.
What this means: This is positive for GRT because it positions The Graph as a central platform for structured web3 data, attracting AI developers and businesses that need secure, compliant data solutions. (Source)
Conclusion
The Graph is growing into a multi-chain data platform with AI capabilities and improved token utility across blockchains. The faster integration with Solana and adoption of GRC-20 could encourage developers to switch from centralized platforms to The Graph’s decentralized ecosystem.