Why did the price of GRT fall?

The Graph (GRT) dropped 2.2% in the last 24 hours, adding to a 14.8% decline over the past week. This fall matches negative technical signals and a general weakness in altcoins. The main reasons are:

1. Technical breakdown – Price fell below important support levels
2. Altcoin rotation – Investors are moving money into Bitcoin due to market uncertainty
3. Lower liquidity – Trading volume decreased by 27% in 24 hours

Deep Dive

1. Technical Breakdown (Bearish Impact)

Overview: GRT’s price slipped below its 7-day simple moving average (SMA) of $0.084 and 30-day SMA of $0.091. The Relative Strength Index (RSI) for 14 days is at 36.6, nearing oversold territory, and the MACD indicator shows increasing negative momentum. The price is now testing a key Fibonacci support level at $0.0787.

What this means: Staying below the 30-day SMA suggests the price momentum is weakening. The RSI approaching 30 might lead to a short-term bounce, but the MACD’s bearish signal indicates the downward trend could continue.

What to watch: A close above $0.084 (7-day SMA) would challenge the current downtrend.

2. Altcoin Rotation (Mixed Impact)

Overview: Bitcoin’s market dominance rose to 57.86% (up 0.11% in 24 hours), while the Altcoin Season Index dropped 10% over the week to 62. The Fear & Greed Index stayed at 34 (indicating fear), which usually means investors prefer safer assets like Bitcoin.

What this means: Investors are pulling back from mid-sized altcoins like GRT because of economic uncertainty. GRT’s 30-day price correlation with Bitcoin increased to 0.89, meaning it tends to follow Bitcoin’s price moves more closely, especially during selloffs.

3. Liquidity Crunch (Bearish Impact)

Overview: GRT’s trading volume over 24 hours fell 27% to $24.6 million. At the same time, open interest in crypto derivatives dropped 7.9% across the market. The turnover ratio (volume divided by market cap) is at 2.93%, showing that there are fewer active trades and thinner order books.

What this means: Lower liquidity can cause bigger price swings because there aren’t enough buyers to absorb sell orders. The drop in volume matches GRT’s -20.5% return over 60 days, indicating less trader interest.

Conclusion

GRT’s recent decline is driven by technical weaknesses, investors shifting away from altcoins, and shrinking liquidity. This combination usually leads to a period of price stability or sideways movement. Key point to watch: Will GRT hold the $0.0787 Fibonacci support, or will breaking it lead to a retest of July’s low near $0.06?

What could affect the price of GRT?

The future of The Graph (GRT) depends on how well it integrates with AI, expands across different blockchains, and meets the growing demand for crypto data.

1. AI & Cross-Chain Growth – New AI tools and partnerships with Solana and TRON could increase usage (positive outlook).
2. Token Supply Changes – Unlocking of tokens and more staking options might cause price fluctuations (mixed outlook).
3. Market Mood – Fear in the crypto market and volatility in AI-related tokens add uncertainty (negative outlook).

In-Depth Look

1. AI-Driven Data Demand (Positive Impact)

What’s Happening:
The Graph is rolling out major upgrades in 2025, including Hypergraph for privacy-focused apps, AI MCP to provide on-chain data for AI systems, and a Token API for real-time data tracking. These upgrades make GRT a key player in supporting AI and Web3 technologies. Collaborations with TRON and Solana through Substreams help developers avoid relying on centralized services, while Chainlink’s CCIP integration allows GRT to be used across different blockchains for staking and paying fees.

Why It Matters:
As AI becomes more widespread, GRT could see increased use as a token for paying data query fees, especially since AI agents need trustworthy on-chain information. Solana’s affordable network might boost transaction volume, but success depends on how many developers adopt these tools (The Graph).

2. Token Supply Dynamics (Mixed Impact)

What’s Happening:
Out of 11.36 billion GRT tokens, about 10.5 billion are currently in circulation. Some tokens are still locked up—17% belong to early investors and won’t unlock until 2026, while 23% allocated to the team and advisors will gradually unlock through 2025. However, new staking opportunities across blockchains and increased use of GRT for query fees could balance out selling pressure.

Why It Matters:
Upcoming token unlocks might increase supply and put downward pressure on price. On the other hand, better staking rewards and growing demand from networks like Arbitrum could encourage holders to keep their tokens. Monitoring the 30-day supply change (currently down 10%) can help spot shifts in market trends.

3. Crypto Market Sentiment & Competition (Negative Impact)

What’s Happening:
GRT is currently priced at $0.0799, down 56% compared to last year, reflecting a cautious crypto market (fear index at 34/100). While some AI-related tokens like TAO and FET have surged following NVIDIA news, GRT dropped 14% last week, showing doubts about its position compared to competitors like Chainlink and Covalent.

Why It Matters:
Limited interest in altcoins (Altcoin Season Index at 62/100) and strong Bitcoin dominance (57.85%) restrict GRT’s growth potential. For GRT to bounce back, it needs clear signs of adoption, such as TRON’s $23 billion total value locked (TVL) using Substreams (CoinJournal).

Conclusion

The Graph’s success depends on turning its AI and data partnerships into steady usage while managing the impact of token unlocks. Breaking above $0.10 (a key technical level) could indicate recovery, but risks like regulatory changes and Bitcoin’s price swings remain. The big question is whether increased developer activity on Solana and TRON in Q4 can overcome the current bearish market trends.

What are people saying about GRT?

The Graph’s community is split between excitement about its technology and frustration over its stagnant price. Here’s what’s trending:

1. Chainlink integration boosts cross-chain capabilities
2. Traders debate if $0.09 is a solid support or a price trap
3. Binance listing raises hopes for better liquidity
4. Growing interest in AI as GRT joins the analytics token rally

Deep Dive

1. @graphprotocol: Chainlink CCIP Enables Cross-Chain GRT (Positive)

“With CCIP, GRT becomes multichain money – staking, fees, governance across Solana, Arbitrum, Base.”
– @graphprotocol (287K followers · 1.2M impressions · 2025-05-21 17:17 UTC)
View original post
What this means: This is good news for GRT because cross-chain features could increase demand. Developers can use GRT for payments, staking, and governance on multiple blockchain networks, making it more useful.

2. CoinMarketCap Analysis: $0.09 Support Test (Negative)

“Failure to hold $0.0900 risks drop to $0.0890… weak momentum despite 90+ chain integrations.”
– CMC Community Post (Aug 19, 2025)
What this means: This is a short-term warning sign. Traders are skeptical about GRT’s ability to grow despite its strong technical foundation, especially as many alternative coins are struggling.

3. Binance Listing: GRT/USDC Pair Launch (Neutral)

“New pair improves accessibility but didn’t trigger price surge – focus shifts to volume sustainability.”
– BitcoinWorld Editorial (Jul 21, 2025)
What this means: The new trading pair on Binance makes it easier to buy and sell GRT, but it hasn’t pushed the price up yet. The market is waiting to see if trading volume can stay strong.

4. Analytics Sector Report: GRT vs Arkham in $1.5B Market (Positive)

“GRT query volume doubled to 11B in Q2 2025… if $0.133 breaks, $0.20 becomes target.”
– Messari data cited (Jul 16, 2025)
What this means: This is a positive sign for the long term. Usage of GRT is growing quickly, but the large total supply of tokens (10.8 billion) could limit price gains.

Conclusion

Opinions on GRT are mixed. Its cross-chain potential is promising, but the price has been slow to respond. Developers are excited about infrastructure improvements, while traders are watching the $0.0920 resistance level closely. Keep an eye on whether the Chainlink CCIP integration leads to more query fees on Solana in the fourth quarter — this will be a key sign of adoption.

What is the latest news about GRT?

GRT is gaining momentum from the AI boom despite ongoing market uncertainty. Here’s the latest update:

1. AI Token Rally (September 18, 2025) – GRT rose 5.9% after Nvidia’s $5 billion investment in Intel sparked increased interest in AI-related cryptocurrencies.
2. Token API Expansion (August 15, 2025) – The Graph added support for Solana tokens and Uniswap V4 pricing to its decentralized data tools.
3. 2025 Roadmap Launch (July 11, 2025) – New features include privacy-focused apps, cross-chain GRT transfers via Chainlink, and AI agent integration.

Deep Dive

1. AI Token Rally (September 18, 2025)

Overview:
GRT’s price jumped 5.9%, alongside other AI-focused tokens like NEAR (+11%) and Render (+8%). This followed Nvidia’s $5 billion stake in Intel to develop AI-optimized chips, aiming to boost U.S. semiconductor production amid global supply chain challenges. This partnership has increased optimism for AI-powered blockchain projects.

What this means:
This is positive news for GRT as AI continues to gain attention. The Graph plays a key role by organizing blockchain data for AI applications, making it an important part of this growing ecosystem. However, risks remain: GRT’s price is still 56% below its 2024 high, and overall market fear (Fear & Greed Index at 34) could limit further gains. (CoinJournal)

2. Token API Expansion (August 15, 2025)

Overview:
The Graph released Token API Beta v4, which now supports Solana’s SPL tokens (for transfers, swaps, and balances) and includes pricing data from Uniswap V4. This allows developers to create tools like portfolio trackers and analytics dashboards that work across multiple blockchains without relying on centralized data sources.

What this means:
This update strengthens GRT’s role as a multi-chain data provider. Adding Solana support connects The Graph to one of the fastest-growing blockchain networks. Despite this, trading volume dropped 17.7% after the announcement, indicating limited short-term price impact but promising long-term benefits. (The Graph)

3. 2025 Roadmap Launch (July 11, 2025)

Overview:
The Graph’s 2025 roadmap includes launching Hypergraph, which focuses on privacy-centered decentralized apps, introducing GRC-20 as a cross-chain data standard, and developing the AI Agent MCP protocol. Cross-chain GRT transfers using Chainlink’s CCIP are planned for Q4, enabling staking on networks like Arbitrum, Base, and Solana.

What this means:
The roadmap is generally positive, aiming to solidify GRT’s position in web3 data services. However, execution risks remain. After the announcement, GRT’s price dropped 14% in July, reflecting broader weakness in altcoins and dependence on overall crypto market liquidity. (The Graph)

Conclusion

The Graph is well-positioned to benefit from AI sector growth while expanding real-world use through infrastructure improvements. Still, it faces challenges from a cautious crypto market (Bitcoin dominance at 57.85%). The key question is whether GRT’s multi-chain data solutions can outperform the broader market sentiment in Q4.

What is expected in the development of GRT?

The Graph is making important progress with these key updates:

1. Cross-Chain GRT via Chainlink CCIP (Q4 2025) – This will let users transfer and stake GRT tokens across different blockchains like Solana, Arbitrum, and Base.
2. Graph Assistant Launch (Beta, Q4 2025) – A user-friendly tool that lets people ask blockchain questions in plain English without needing to code.
3. SQL-Powered Data Engines (2026) – Upgraded systems designed to handle large-scale data analysis for businesses and AI applications.
4. Token API Expansions (Ongoing) – Adding support for Solana token balances and improving AI tools.

Deep Dive

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

Overview: By using Chainlink’s Cross-Chain Interoperability Protocol (CCIP), The Graph will enable GRT tokens to move smoothly between different blockchains like Solana, Arbitrum, and Base. This is important for allowing users to stake tokens, delegate, and pay fees across these networks (source).

What this means:

• Positive: This cross-chain feature could make GRT more useful as a token that works across multiple blockchain platforms, attracting more developers from different ecosystems.
• Potential challenge: Delays in building the necessary bridging technology could slow down how quickly this feature is adopted.

2. Graph Assistant Launch (Beta, Q4 2025)

Overview: The Graph Assistant is a new tool that lets users type questions in everyday language, which it then translates into technical queries to fetch blockchain data. This makes it easier for people without coding skills to access important information (source).

What this means:

• Positive: Makes blockchain data more accessible to everyone, which could increase the use of GRT for data queries.
• Neutral: The tool’s success depends on how well the AI understands questions and how many developers start using it.

3. SQL-Powered Data Engines (2026)

Overview: The Graph plans to upgrade its infrastructure to use SQL-compatible data engines. SQL is a common language for managing and analyzing data, which will help support more complex business and AI needs.

What this means:

• Positive: This upgrade could position The Graph as a key backend service for advanced decentralized finance (DeFi) and AI projects.
• Potential challenge: Since this is planned for 2026, there’s a risk that competitors might move faster.

4. Token API Expansions (Ongoing)

Overview: The Graph has recently added support for Solana’s SPL tokens and plans to expand features like showing token holder balances and integrating more deeply with platforms like Uniswap V4 (source).

What this means:

• Positive: Strengthens The Graph’s role as a data platform across multiple blockchains, especially benefiting Solana developers.
• Neutral: Continuous updates will be needed to keep up with new blockchain integrations.

Conclusion

The Graph is focusing on making GRT work across multiple blockchains, improving AI tools for easier data access, and building infrastructure for large-scale business use. These efforts are crucial for keeping The Graph a leader in decentralized data indexing. While there are risks in delivering these technical upgrades on time, success could make GRT essential for multichain decentralized apps and AI-powered analytics.

What to watch: Will The Graph’s integration with Chainlink CCIP help GRT gain wider adoption beyond just Ethereum-based platforms?

What updates are there in the GRT code base?

The Graph’s technology has been upgraded with new features for cross-chain support, AI integration, and Solana blockchain indexing.

1. Token API Beta Release 4 (July 11, 2025) – Added support for Solana SPL tokens and price feeds from Uniswap V4.
2. Substreams for Solana (July 11, 2025) – Made indexing on Solana 10 times faster for developers.
3. Chainlink CCIP Integration (May 21, 2025) – Enabled cross-chain transfers and staking of GRT tokens.

Deep Dive

1. Token API Beta Release 4 (July 11, 2025)

Overview: This update expands The Graph’s ability to access data across multiple blockchains. It now supports tracking Solana SPL tokens, covers Avalanche NFTs and tokens, and integrates price data from Uniswap V4.

Developers can query token transfers, balances, and swap events on Solana, as well as full NFT data on Avalanche. The API also provides standardized data formats, making it easier to build analytics dashboards and wallet interfaces.

Why it matters: This is positive for GRT because it simplifies creating applications that work across different blockchains. More developers are likely to join The Graph’s ecosystem, and users will get faster, more accurate pricing and portfolio information.
(Source)

2. Substreams for Solana (July 11, 2025)

Overview: Substreams is a new feature that allows real-time, parallel data indexing on Solana. It reduces synchronization times by 90% and avoids expensive remote procedure calls (RPCs).

This high-performance system lets Solana developers access both historical and live data—like wallet activity and token swaps—without relying on centralized services.

Why it matters: This is good news for GRT because Solana developers now have a faster, more cost-effective way to index blockchain data. This should increase the number of queries on The Graph’s network and boost the use of GRT tokens.
(Source)

3. Chainlink CCIP Integration (May 21, 2025)

Overview: The Graph has integrated Chainlink’s Cross-Chain Interoperability Protocol (CCIP), enabling GRT tokens to be transferred across different blockchains like Arbitrum, Base, and Solana.

This integration sets the stage for future features such as cross-chain staking, delegation, and paying query fees across networks. Full functionality will depend on the rollout of The Graph’s bridging infrastructure.

Why it matters: This is a positive development for GRT because it enhances multi-chain compatibility, which could increase liquidity and demand for GRT as a utility token across various blockchain networks.
(Source)

Conclusion

The Graph is focusing on expanding cross-chain capabilities (with Solana and CCIP), improving developer tools (Token API), and preparing for AI-driven real-time data processing. These improvements position GRT as essential infrastructure for decentralized apps that operate on multiple blockchains. The key question is whether Solana’s growing developer community will accelerate the increase in GRT query fees.