Why did the price of GRT go up?

The Graph (GRT) increased by 1.24% in the last 24 hours, slightly outperforming the overall crypto market, which rose 1.02%. Although GRT is still down 8.74% over the past 30 days, today’s rise is driven by a combination of momentum in AI-related tokens, positive technical indicators, and favorable regulatory developments for decentralized physical infrastructure networks (DePIN).

1. AI Token Momentum – Boost from Nvidia’s $5 billion investment in Intel
2. Regulatory Clarity – SEC’s supportive stance on DePIN tokens improves sentiment
3. Technical Rebound – Bullish signals from MACD near key support level

Deep Dive

1. AI Token Momentum (Positive Impact)

Overview: GRT’s price increase came alongside strong gains in AI-related tokens like NEAR (+11%) and RENDER (+8%), following Nvidia’s $5 billion investment in Intel. This move has sparked optimism about decentralized AI infrastructure, where The Graph plays a key role by organizing blockchain data for AI applications.

What this means: Renewed interest in AI is attracting investment to GRT, which is often recognized as a leading AI-focused crypto project (Yahoo Finance). However, GRT’s 1.24% gain over 24 hours was smaller than some sector leaders, indicating cautious investor participation.

What to watch: Continued strong performance of AI tokens and increased use of The Graph’s AI-related tools, such as Substreams and the Token API Beta.

2. Regulatory Tailwinds (Mixed Impact)

Overview: On September 30, SEC Commissioner Hester Peirce clarified that DePIN tokens like GRT are not considered securities if they are used primarily as incentives within their networks. This reduces regulatory uncertainty (CoinGape).

What this means: Lower regulatory risk could make GRT more attractive to institutional investors. However, trading volume over the last 24 hours dropped by 12.8% to $40.8 million, suggesting less strong buying interest than expected. Additionally, The Graph’s expansion across blockchains through Chainlink CCIP (active since May 2025) strengthens its utility and helps it avoid securities law issues.

3. Technical Signals (Neutral to Slightly Positive)

Overview: GRT has bounced back above a key support level at $0.0835, with the MACD indicator showing a bullish crossover. Still, the price remains below the 7-day simple moving average (SMA) at $0.0848 and the 30-day SMA at $0.0894, indicating some ongoing downward pressure.

What this means: Short-term traders might see the positive MACD histogram (+0.000158) as a sign of a potential trend reversal, but the Relative Strength Index (RSI) at 42.8 does not yet indicate an oversold condition. The 23.6% Fibonacci retracement level at $0.0973 remains a key resistance point to watch.

Conclusion

The Graph’s modest price recovery is supported by momentum in AI tokens and clearer regulatory guidance but lacks strong trading volume to confirm a sustained uptrend. While technical indicators like MACD suggest growing bullish momentum, a full recovery will likely require breaking above the 7-day SMA at $0.0848, alongside broader market strength.

Key watch: Can GRT maintain its position above the $0.0835 pivot level while Bitcoin dominance stays at 58.25%? Keep an eye on how closely GRT tracks AI token performance and monitor query fee data from The Graph’s network.

What could affect the price of GRT?

The future of The Graph (GRT) depends on expanding across multiple blockchains, embracing AI technology, and benefiting from clearer regulations.

1. Cross-Chain Integration – Chainlink’s CCIP lets GRT move to Solana and Arbitrum, increasing its usefulness (positive outlook).
2. Regulatory Clarity – The SEC’s supportive stance on DePIN tokens lowers legal risks (neutral to positive).
3. AI & Data Demand – AI tools in decentralized finance (DeFi) could boost GRT’s usage if adoption grows (positive if it picks up).

Deep Dive

1. Cross-Chain Utility via CCIP (Positive Impact)

Overview:
The Graph is using Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to connect GRT with other blockchains like Solana, Arbitrum, and Base. This means users can stake, delegate, and pay fees with GRT across different networks, making it more versatile.

What this means:
By working across multiple blockchains, The Graph could attract more developers and expand how GRT is used. But this depends on the smooth rollout of the bridging technology. Any delays or technical issues could slow down progress (CoinMarketCap).

2. Regulatory Tailwinds (Mixed Impact)

Overview:
SEC Commissioner Hester Peirce clarified that tokens like GRT, which support decentralized physical infrastructure networks (DePIN), are considered “functional incentives” rather than securities. This fits well with The Graph’s decentralized model and reduces legal uncertainty.

What this means:
This clearer classification makes it easier for institutions to get involved with GRT. However, broader regulations on crypto, such as new stablecoin rules, could still affect GRT indirectly if overall market confidence drops (Coingape).

3. AI-Driven Data Demand (Positive but Risky)

Overview:
The Graph indexes blockchain data, making it a key player for AI applications in DeFi. Projects like Hypergraph and Token API Beta are working to make it easier for AI to access this data.

What this means:
If AI becomes a major part of DeFi, GRT could see more fees and staking activity. However, competition from other indexing services like SubQuery, which supports multiple blockchains, and slow AI adoption could limit growth (Bitcoinist).

Conclusion

GRT’s price and growth will likely depend on how well it expands across blockchains and integrates AI technology. Chainlink’s CCIP and clearer DePIN regulations provide a solid base, but competition and overall market conditions remain challenges. The key question is whether GRT can outpace competitors like SubQuery as AI use in DeFi grows.

What are people saying about GRT?

The community around The Graph (GRT) is balancing cautious trading with optimism about its future across multiple blockchains. Here’s what’s currently trending:

1. Traders are watching the $0.09 support level as momentum slows and prices move sideways.
2. Expansion across blockchains through Chainlink’s Cross-Chain Interoperability Protocol (CCIP) is driving positive expectations about GRT’s infrastructure.
3. SubQuery’s move to support multiple blockchains is sparking discussions about how GRT will maintain its competitive edge.

Deep Dive

1. @graphprotocol: Positive outlook on GRT’s cross-chain integration

“The Graph (GRT) will expand across blockchains using Chainlink’s CCIP, allowing staking on networks like Arbitrum, Base, and Solana. The new roadmap includes SQL-powered data engines and AI-driven infrastructure.”
– @graphprotocol (283K followers · 15.2K impressions · 2025-07-11 19:29 UTC)
View original post
What this means: This is good news for GRT because cross-chain capabilities can attract more developers and increase the token’s usefulness across different blockchain ecosystems like Solana. However, success depends on how quickly the bridging technology is implemented.

2. @SubQueryNetwork: Mixed signals from multichain competition

“What The Graph did for Ethereum… we’re doing for 300+ chains. Now building AI infrastructure layers.”
– @SubQueryNetwork (89K followers · 4.7K impressions · 2025-07-16 18:59 UTC)
View original post
What this means: This presents a mixed picture for GRT. While SubQuery’s broad multichain approach increases competition in decentralized data indexing, The Graph’s early start and support for over 90 blockchains still give it an advantage.

3. CoinMarketCap Community: Price consolidation signals caution

“GRT is testing the $0.09 support level with weak momentum. A move above $0.093 is needed for recovery; failure could lead to a drop to $0.089.”
– CoinMarketCap Trader (Posted 2025-08-19 09:21 UTC)
View original post
What this means: This is a short-term bearish sign, showing traders are cautious after GRT’s 16% price drop over 60 days. Still, the $0.08 to $0.09 range has historically been a zone where buyers step in.

Conclusion

Opinions on GRT are mixed. On one hand, the price is stagnant, but on the other, there’s solid growth potential from expanding cross-chain features and alignment with regulatory standards. While traders focus on key price levels, developers are betting on GRT’s role as a core data provider for web3 across more than 90 blockchains. Keep an eye on sustained growth in query volume (11.8 billion in the first half of 2025) and adoption of Chainlink’s CCIP to see if these infrastructure developments can overcome market fatigue.

What is the latest news about GRT?

The Graph (GRT) is benefiting from positive regulatory developments and growing interest in AI. Here’s a quick update:

1. SEC Supports DePIN & Real-World Asset Innovation (September 30, 2025) – Clearer rules for tokenized infrastructure projects improve GRT’s usefulness.
2. AI Token Surge Following Nvidia’s Intel Investment (September 18, 2025) – GRT’s price rose 5.9% as demand for AI-related cryptocurrencies increased.
3. Cross-Chain Growth with Chainlink CCIP (May 21, 2025) – GRT now works across Solana and Arbitrum blockchains, enabling multi-chain staking.

In-Depth Look

1. SEC Supports DePIN & Real-World Asset Innovation (September 30, 2025)

What happened: SEC Commissioner Hester Peirce gave a thumbs-up to decentralized physical infrastructure networks (DePIN) and tokenizing real-world assets (RWA). She pointed to projects like The Graph as examples of tokens that are not securities. The SEC also issued a no-action letter for DoubleZero, a DePIN project, clarifying that tokens earned as rewards for services are not considered investments.

Why it matters: This is a positive step that reduces regulatory uncertainty for GRT, which is used to index data for DePIN and RWA projects. It shows growing acceptance of utility tokens by regulators, though it doesn’t guarantee full protection from future rules. (CoinGape)

2. AI Token Surge Following Nvidia’s Intel Investment (September 18, 2025)

What happened: GRT’s price jumped 5.9% alongside other AI-focused tokens after Nvidia announced a $5 billion investment in Intel to develop AI-optimized computer chips. This partnership aims to boost U.S. semiconductor production amid global supply chain challenges.

Why it matters: While GRT isn’t directly involved in chip manufacturing, the rally reflects excitement about AI technology overall. The Graph plays a key role by organizing blockchain data that AI applications rely on, making it important infrastructure for AI-powered decentralized apps. (CoinJournal)

3. Cross-Chain Growth with Chainlink CCIP (May 21, 2025)

What happened: The Graph integrated Chainlink’s Cross-Chain Interoperability Protocol (CCIP), allowing GRT tokens to move between Solana, Arbitrum, and Base blockchains. This sets the stage for features like staking and paying query fees across multiple networks.

Why it matters: This is a positive development for GRT’s long-term usefulness, as supporting multiple blockchains can attract more developers. However, full functionality depends on ongoing work to build and secure the bridges between chains. (Crypto.News)

Conclusion

The Graph (GRT) is making progress with regulatory clarity, AI-driven interest, and technical improvements. Still, it faces strong competition in decentralized data indexing. The key question is whether expanding cross-chain use can help recover from a 48% price drop over the past year as broader market conditions improve.

What is expected in the development of GRT?

The Graph is making progress with these key updates:

1. Cross-Chain Staking with Chainlink CCIP (Q4 2025) – GRT holders will be able to stake and delegate tokens across multiple networks like Arbitrum, Base, and Solana.
2. SQL-Powered Data Engines (2026) – Introducing SQL support to improve data queries for businesses and complex apps.
3. Graph Assistant AI Tool (Beta Q1 2026) – A user-friendly AI tool that lets people ask blockchain questions without needing to code.

In-Depth Look

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

What’s Happening?
The Graph is working on a feature that lets GRT token holders stake or delegate their tokens across different blockchain networks, including Ethereum Layer 2 solutions like Arbitrum and Base, as well as Solana. This is made possible through Chainlink’s Cross-Chain Interoperability Protocol (CCIP). Testing has been ongoing since May 2025 (source).

Why It Matters
This is good news for GRT because it increases token liquidity and encourages more people to participate in the network across different blockchains. It also fits with the growing trend of using multiple blockchain networks together. However, there are risks like possible delays in integrating Solana or technical issues with smart contracts.

2. SQL-Powered Data Engines (2026)

What’s Happening?
The Graph plans to add SQL support, a widely used language for managing and analyzing data, to its platform. This will help businesses and developers build more advanced applications by making data queries easier and faster. This builds on improvements already seen with Substreams, which sped up data syncing by 10 times after adding Solana support (source).

Why It Matters
This update could attract more traditional companies to use The Graph, which is a positive sign. But since many blockchain projects prefer using GraphQL (another query language), it’s unclear how quickly SQL will be adopted. If successful, this could help improve GRT’s value by expanding its use cases beyond current limits.

3. Graph Assistant AI Tool (Beta Q1 2026)

What’s Happening?
The Graph is developing an AI-powered assistant that lets users ask questions about blockchain data in plain English, without needing to write code. This tool uses the Machine Comprehension Protocol (MCP), introduced in July 2025.

Why It Matters
This makes blockchain data more accessible to everyone, which could increase usage and fees on The Graph’s network. However, there are competing AI tools like Arkham’s Intel-to-Earn marketplace that might limit how much this helps GRT.

Conclusion

The Graph is focusing on expanding its capabilities across multiple blockchains, improving data tools for businesses, and integrating AI to become a key data platform in the web3 space. While there are risks in delivering these features, success could boost developer engagement and help reverse recent declines in GRT’s price. The big question remains: will these new SQL and AI features help The Graph stand out against centralized data providers?

What updates are there in the GRT code base?

The Graph has recently upgraded its platform to support multiple blockchains and improved tools for developers.

1. Multi-Chain Token API Expansion (July 11, 2025) – Now supports Solana and Avalanche blockchains, plus pricing data from Uniswap V4.
2. Cross-Chain Transfers with CCIP (May 21, 2025) – Allows GRT tokens to move between Solana, Arbitrum, and Base blockchains.
3. Substreams Launch on Solana (July 11, 2025) – Provides 10 times faster data indexing and real-time access.

In-Depth Look

1. Multi-Chain Token API Expansion (July 11, 2025)

What’s new: The Graph’s Token API Beta Release 4 now supports Solana’s SPL tokens and Avalanche blockchain data, along with price feeds from Uniswap V4.

Developers can easily access information about token transfers, swaps, and balances on Solana. Avalanche’s NFT and token data are now presented in a consistent format. The Uniswap V4 price oracle offers more accurate pricing for decentralized finance (DeFi) apps. The system managing blockchain data (Managed Chain Provider) has been simplified for better consistency.

Why it matters: This update makes it easier to build apps that work across different blockchains, like wallets or portfolio trackers. It also encourages Solana developers to use The Graph, which could increase demand for GRT tokens through query fees. (Source)

2. Cross-Chain Transfers with CCIP (May 21, 2025)

What’s new: By integrating Chainlink’s Cross-Chain Interoperability Protocol (CCIP), GRT tokens can now be transferred between Ethereum, Solana, and layer-2 networks like Arbitrum and Base.

This upgrade involves new bridging technology that lets developers pay query fees in GRT across these blockchains. It also allows token holders to stake GRT on multiple chains.

Why it matters: While this feature is still rolling out, once fully operational, it could increase GRT’s usefulness by connecting it to a wider range of blockchain apps and economies. (Source)

3. Substreams Launch on Solana (July 11, 2025)

What’s new: Substreams, The Graph’s fast data indexing engine, is now available on Solana. It offers data syncing that’s 10 times faster and processes data in parallel.

This reduces the need for developers to rely on Solana’s standard data access points (RPCs), lowering costs when tracking activities like NFT creations, decentralized exchange trades, or DAO operations in real time.

Why it matters: Faster and cheaper access to Solana data can speed up the development of decentralized apps, encouraging more use of The Graph and increasing demand for GRT. (Source)

Conclusion

The Graph is making strong moves to support multiple blockchains, especially with Solana-focused improvements and cross-chain token features. These advances could help The Graph become the go-to data layer for web3 applications. It will be interesting to see if these upgrades encourage developers to switch from centralized services like SimpleHash to The Graph’s decentralized platform.