Why did the price of GRT go up?
The Graph (GRT) increased by 2.25% in the last 24 hours, bouncing back from a 19.6% drop over the past week. This rise matches a general uptick in the crypto market (+2.31%) and is supported by three main factors:
- Grayscale AI Fund Inclusion – GRT was added to Grayscale’s Decentralized AI Fund, raising its profile.
- Oversold Technical Signals – The Relative Strength Index (RSI) at 28 suggests a possible short-term price rebound.
- Cross-Chain Progress – Integration with Chainlink’s Cross-Chain Interoperability Protocol (CCIP), expected in May 2025, is boosting expectations for GRT’s utility.
In-Depth Analysis
1. Grayscale AI Fund Rebalancing (Positive Influence)
Summary: On October 3, Grayscale updated its Decentralized AI Fund by adding Story (IP) and increasing GRT’s share to 6.2% (Grayscale). The fund also includes tokens like NEAR, Bittensor, and Render, positioning GRT among AI-focused projects.
Why it matters: Being part of regulated investment funds like Grayscale’s often attracts institutional investors. Although GRT’s connection to AI is indirect—it provides data indexing services for AI applications—this move strengthens its image as a key infrastructure player in decentralized AI.
What to watch: Monitor how much money flows into Grayscale’s AI Fund after this change, as growing assets under management (AUM) could indicate ongoing demand for GRT.
2. Technical Rebound from Oversold Conditions (Mixed Outlook)
Summary: On October 12, GRT’s 14-day RSI dropped to 28.34, close to the oversold threshold (30 or below). The price recovered slightly from $0.066 to $0.0679, despite bearish signals from the MACD indicator (-0.005) and resistance at the 200-day Exponential Moving Average (EMA) around $0.083.
Why it matters: Traders often see oversold conditions as buying opportunities, but the low trading volume (down 65% in 24 hours) suggests limited enthusiasm. The 200-day EMA at $0.106 remains a critical resistance point to confirm any sustained upward trend.
3. Cross-Chain Functionality via Chainlink CCIP (Positive Catalyst)
Summary: In May, Chainlink’s CCIP integration allowed GRT to be transferred across multiple blockchains like Solana, Arbitrum, and Base (Chainlink). This enables developers to create cross-chain staking and fee systems.
Why it matters: Supporting multiple blockchains broadens GRT’s potential uses, which could increase demand for the network. However, current adoption metrics, such as total value locked (TVL) across chains, remain low, so price gains are still uncertain.
Conclusion
The recent 24-hour price increase in GRT seems driven by oversold technical signals, Grayscale’s endorsement, and growing optimism about cross-chain capabilities. Still, weak trading volume and ongoing negative market trends (down 31% over 30 days) call for caution. Key point to watch: Can GRT stay above its 7-day Simple Moving Average (SMA) at $0.0769 to confirm a positive trend change?
What could affect the price of GRT?
The Graph’s price is influenced by a mix of factors, including growing AI use, expanding cross-chain capabilities, and overall market challenges.
- AI & Data Demand – Using The Graph in AI systems could increase its usefulness.
- Cross-Chain Growth – Integration with Chainlink’s CCIP might improve GRT’s liquidity and usability.
- Market Risks – General crypto market fear and Bitcoin’s dominance put pressure on altcoins like GRT.
Deep Dive
1. AI-Driven Adoption (Positive Outlook)
Overview:
The Graph is becoming an important tool for AI applications that need up-to-date blockchain data. For example, it’s part of Grayscale’s Decentralized AI Fund, showing growing interest from big investors. New AI-focused tools like MCP (Modular Control Protocol) let AI models access blockchain data through GRT-powered subgraphs.
What this means:
As AI use grows, more people may use GRT tokens to pay for data queries. Projects like Bittensor and Story (IP) already use The Graph for AI and machine learning tasks, which helps increase network activity. Still, centralized services like Google Cloud’s Blockchain Node Engine could compete with The Graph.
2. Cross-Chain Liquidity via CCIP (Mixed Outlook)
Overview:
The Graph now works with Chainlink’s Cross-Chain Interoperability Protocol (CCIP), allowing GRT tokens to move between blockchains like Solana, Arbitrum, and Base. This opens up new ways to stake and pay fees across different networks.
What this means:
Better cross-chain features could attract developers building apps that work on multiple blockchains, increasing demand for GRT. However, the success of this depends on how smoothly the bridging technology works—any delays or problems could hurt confidence.
3. Market Sentiment & Macro Risks (Negative Outlook)
Overview:
GRT’s price has fallen 31% in the last month, reflecting a broader crypto market downturn (Fear & Greed Index at 31). Bitcoin’s dominance at nearly 59% and rising U.S. Treasury yields have pulled investment away from altcoins like GRT.
What this means:
Short-term price movements will likely follow overall market trends. GRT’s Relative Strength Index (RSI) at 21.4 suggests it’s oversold, which could mean a rebound is possible. But if the price drops below $0.06, it might fall further toward support at $0.053.
Conclusion
The Graph’s price will depend on how well AI adoption grows compared to ongoing market challenges. Keep an eye on progress in cross-chain features and AI applications, as these could help offset negative market trends. Key question: Will the planned launch of SQL-powered data engines in Q4 2025 boost developer interest despite market ups and downs?
What are people saying about GRT?
Talk around The Graph (GRT) is shifting between cautious trading and optimism about its growing infrastructure. Here’s what’s trending:
- Traders are watching $0.09 as a critical support level
- Integration with Chainlink CCIP is boosting hopes for cross-chain use
- Listing on Binance is improving liquidity but with mixed volume results
Deep Dive
1. @CoinMarketCap: Sideways trading tests patience neutral
“GRT at $0.0914 (+0.22%) – buyers are holding the $0.0900 level, but weak momentum points to consolidation. A break above $0.0920–$0.0930 is needed for a recovery.”
– CoinMarketCap Community (Aug 19, 2025, 09:21 UTC)
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What this means: The short-term outlook is neutral as traders wait for clear price movement. The $0.0890–$0.0950 range is key to watch.
2. @graphprotocol: Cross-chain future takes shape bullish
“GRT now connects Solana, Arbitrum, and Base through Chainlink CCIP – enabling cross-chain staking and query fee payments.”
– @graphprotocol (Aug 15, 2025, 14:20 UTC · 12.1K impressions)
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What this means: This is a positive sign for GRT’s utility. If successful, it could increase GRT’s role in decentralized apps that work across multiple blockchains.
3. @Binance: Liquidity boost from USDC pairing mixed
The GRT/USDC trading pair launched on Binance on July 21, 2025, but daily trading volume dropped 17.7% afterward, now at $47.79 million.
– Binance Announcement (Jul 21, 2025, 08:30 UTC)
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What this means: The listing improved access to GRT but the lower trading volume suggests traders are not yet fully enthusiastic.
Conclusion
The outlook for GRT is mixed. While strong infrastructure improvements like Chainlink CCIP integration (live since May 2025) position GRT as a key data layer for Web3, price movement remains slow. Traders are watching if Q4 query volumes can exceed the 11 billion mark set in Q2—a critical sign of growing adoption and value for GRT.
What is the latest news about GRT?
The Graph is making progress with institutional investors and benefiting from clearer regulations, even as the crypto market remains volatile. Here are the latest highlights:
- Grayscale Adds GRT to AI Fund (October 9, 2025) – The Graph (GRT) was added to Grayscale’s Decentralized AI Fund after their third-quarter portfolio update.
- SEC Supports DePIN Projects (September 30, 2025) – SEC Commissioner Hester Peirce stated that DePIN tokens like GRT are not considered securities, easing regulatory concerns.
In-Depth Look
1. Grayscale Adds GRT to AI Fund (October 9, 2025)
What happened:
Grayscale, a major investment firm managing $161 billion in assets, included GRT in its Decentralized AI Fund with a 6.2% allocation. This change came during their Q3 2025 portfolio rebalance, where they also replaced MakerDAO in their DeFi Fund and added Story (IP) to the AI portfolio. This move shows that big investors recognize GRT’s importance in using blockchain technology to organize and access data for AI applications.
Why it matters:
Being part of Grayscale’s fund usually means more attention and easier trading for GRT, which can help its price and market activity. However, GRT’s price has dropped about 31% so far this year, reflecting a general downturn in alternative cryptocurrencies. (crypto.news)
2. SEC Supports DePIN Projects (September 30, 2025)
What happened:
Hester Peirce, a commissioner at the U.S. Securities and Exchange Commission (SEC), clarified that tokens like GRT, which encourage users to participate in decentralized networks rather than just seeking profits, are not classified as securities. The SEC also issued a “no-action” letter for DoubleZero, a decentralized physical infrastructure network (DePIN) project, signaling less regulatory risk for similar projects.
Why it matters:
This guidance is positive for GRT because it reduces legal uncertainty for projects that build decentralized infrastructure. GRT’s role in indexing blockchain data fits well with the SEC’s approach to functional tokens, which could make it more attractive to cautious institutional investors. (CoinGape)
Conclusion
The Graph is gaining momentum with institutional investors through Grayscale’s AI fund and is benefiting from clearer regulatory signals. However, ongoing economic challenges and a weak altcoin market limit its growth potential. The key question is whether GRT’s specialized role in AI and data indexing will help it outperform the broader crypto market in the coming months.
What is expected in the development of GRT?
The Graph is making progress with these key updates:
- Cross-Chain Staking with CCIP (Q4 2025) – Allowing GRT transfers and staking across Arbitrum, Base, and Solana blockchains.
- Graph Assistant Launch (2026) – A user-friendly tool that lets you ask blockchain questions in plain English, no coding needed.
- SQL-Powered Data Engines (2026) – Improving data indexing for advanced analytics, aimed at businesses and large-scale users.
In-Depth Look
1. Cross-Chain Staking with CCIP (Q4 2025)
What’s happening:
The Graph is working with Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to let users move and stake GRT tokens across different blockchains like Solana, Arbitrum, and Base. This upgrade will make it easier to use GRT for things like delegating tokens, paying query fees, and voting in governance across multiple networks (Chainlink).
Why it matters:
- Positive: This expands how GRT can be used, attracting developers who work with multiple blockchains.
- Potential challenge: Technical issues with setting up the bridges could delay the rollout.
2. Graph Assistant Launch (2026)
What’s happening:
The Graph is introducing a new tool that lets anyone ask questions about blockchain data using everyday language—no programming skills required. This builds on earlier AI tools released in July 2025, like the Token API and MCP for AI agents (The Graph).
Why it matters:
- Positive: Makes blockchain data accessible to more people, including those without technical backgrounds, which could increase GRT’s popularity.
- Uncertain: The tool’s success depends on how well the AI understands questions and connects with existing data.
3. SQL-Powered Data Engines (2026)
What’s happening:
The Graph plans to add support for SQL, a common database language, to make data queries faster and more efficient. This is aimed at businesses needing real-time analytics, like decentralized finance (DeFi) dashboards and AI training data.
Why it matters:
- Positive: Positions GRT as a go-to platform for professional-grade blockchain data analysis, fitting with trends like tokenizing real-world assets and AI development.
- Potential challenge: Competing with established centralized data services like Dune Analytics might limit adoption.
Summary
The Graph is focusing on making its platform work seamlessly across multiple blockchains, adding AI-powered tools for easier data access, and enhancing data services for businesses. These efforts could open up new opportunities for GRT, but success will depend on smooth technical implementation and how quickly developers adopt these new features. Will SQL and AI tools become the new standard for blockchain data? Time will tell.
What updates are there in the GRT code base?
The Graph’s technology received major upgrades and ecosystem growth in the third quarter of 2025.
- Heimdall v2 Helm Deployment (July 2025) – Made it easier for node operators to set up and manage infrastructure using Kubernetes.
- Token API Beta Release 4 (July 2025) – Added support for Solana tokens and new price data from Uniswap V4.
- Data Ingestion Benchmarks (July 2025) – Tested different database tools to improve how blockchain data is processed and scaled.
Deep Dive
1. Heimdall v2 Helm Deployment (July 2025)
What happened: The Graph simplified how its indexing system is deployed by introducing Helm charts for Heimdall v2. Helm charts are like pre-packaged setups that make it easier to install and manage software on Kubernetes, a popular platform for running applications. This update also included built-in monitoring tools and updated key software components to improve stability and compatibility with Ethereum-based blockchains like Arbitrum.
Why it matters: While this won’t immediately affect The Graph’s token (GRT) price, it’s a positive step for the long term. Easier setup means more people can run nodes, which helps make the network stronger and more reliable. (Source)
2. Token API Beta Release 4 (July 2025)
What happened: The Graph expanded its Token API to support more blockchains, including Solana and Avalanche. This means developers can now access data about Solana’s SPL tokens, such as transfers and balances, as well as Avalanche NFTs and tokens. The update also added price data from Uniswap V4 and standardized how this information is delivered, making it easier for developers to build apps.
Why it matters: This is good news for GRT because more token data means more queries from decentralized finance (DeFi) apps and wallets, which can increase demand for The Graph’s services. (Source)
3. Data Ingestion Benchmarks (July 2025)
What happened: The Graph team tested two database technologies—RisingWave and ClickHouse—to see which handles blockchain data better. RisingWave is designed for streaming data, while ClickHouse is optimized for analytics. Early results showed RisingWave might process high volumes of data more efficiently, which could lower the cost of indexing blockchain information.
Why it matters: This could lead to faster query responses and lower operating costs for node operators, which is a positive sign for the network’s growth and performance. (Source)
Conclusion
The Graph’s updates in July 2025 focused on making its infrastructure more scalable and improving tools for developers. These improvements support its role as a key data layer for Web3 applications. Although GRT’s price has dropped 38% year-to-date, these technical upgrades strengthen the foundation for wider adoption across multiple blockchains. The big question remains: will the efficiency gains from RisingWave lead to lower query fees and more network use?