Why did the price of GRT fall?
The Graph (GRT) dropped 4.45% in the last 24 hours, underperforming the overall crypto market, which fell 1.91%. The main reasons are:
- Weak technical signals – Indicators show GRT is oversold and below important price averages.
- Grayscale fund changes – Institutional investors reduced their holdings of GRT.
- Altcoin market weakness – Investors are moving money from altcoins like GRT to Bitcoin as confidence in smaller coins declines.
Deep Dive
1. Technical Breakdown (Negative Impact)
Overview: GRT’s price is below key moving averages (7-day average: $0.069, 30-day average: $0.082), and the Relative Strength Index (RSI) is at 35.18, indicating the coin is oversold. The MACD indicator also points to downward momentum.
What this means: Traders likely sold GRT after it fell below the 30-day average price, which had been a support level since early September. Trading volume dropped by 8.72%, reducing liquidity and making the price more vulnerable to further declines.
What to watch: If GRT’s price rises above $0.069 (7-day average), it could signal a recovery. If it fails, the price might test the July low of $0.0395.
2. Grayscale Portfolio Shifts (Negative Impact)
Overview: On October 3, Grayscale, a major institutional investor, lowered GRT’s share in its Decentralized AI Fund to 6.2%. Instead, they added tokens like Story (IP) and Aerodrome (AERO) (Crypto.News).
What this means: This rebalancing caused selling pressure on GRT as the fund shifted focus to AI-related tokens and base-layer blockchain projects, moving money away from GRT.
3. Altcoin Sentiment Erosion (Mixed Impact)
Overview: The Altcoin Season Index dropped to 27, down 47% for the week, while Bitcoin’s market dominance rose to 58.75%. This shows investors are favoring Bitcoin as a safer option.
What this means: GRT, being a mid-sized altcoin, is more affected during times when investors avoid risk. The crypto Fear & Greed Index at 32/100 reflects cautious sentiment, especially toward infrastructure tokens like GRT that don’t have immediate positive news.
Conclusion
GRT’s recent decline is due to weak technical signals, institutional investors adjusting their portfolios, and a general downturn in altcoin sentiment. While GRT’s long-term potential in AI and data indexing remains strong, short-term momentum favors Bitcoin-focused investments. Key level to watch: How GRT performs around $0.065–$0.069. If it can’t hold this range, losses could extend toward the yearly low.
What could affect the price of GRT?
The future of The Graph (GRT) depends on how well it embraces AI technology, expands across multiple blockchains, and handles the release of locked tokens.
- AI Integration – Growing demand for decentralized AI data indexing is a positive sign.
- Cross-Chain Expansion – Partnership with Chainlink’s CCIP allows GRT to work across different blockchain networks, which is promising.
- Token Unlocks – Gradual unlocking of tokens could lead to price pressure, which is a concern.
Deep Dive
1. AI & DePIN Adoption (Positive/Mixed Impact)
Overview: The Graph plays a key role in organizing blockchain data for AI projects like Bittensor and decentralized AI agents. The U.S. Securities and Exchange Commission (SEC) has shown support for decentralized physical infrastructure networks (DePIN), as noted by SEC Commissioner Hester Peirce (source). Additionally, The Graph is part of Grayscale’s AI Fund, holding a 6.2% share, indicating strong institutional interest. However, centralized services like Google Cloud still compete in providing data solutions for Web3, which could limit GRT’s growth.
What this means: If AI-related data queries increase, GRT’s usefulness and demand for staking could rise. But if competitors like Chainlink or Arweave outperform The Graph technically, GRT’s growth might be limited.
2. Cross-Chain Utility via CCIP (Positive)
Overview: The Graph has integrated with Chainlink’s Cross-Chain Interoperability Protocol (CCIP), allowing GRT tokens to move across blockchains like Solana, Arbitrum, and Base. This also opens the door for future features like staking and fee payments across multiple networks (details here). This move aligns with Solana’s growing developer community and could broaden how GRT is used.
What this means: Being able to operate on multiple blockchains reduces dependence on Ethereum and could increase transaction fees and validator activity for GRT. The success of this depends on smooth implementation of the bridging technology.
3. Token Unlocks & Inflation (Negative)
Overview: At launch, 12.5% of GRT’s total 10 billion tokens (1.25 billion) were unlocked. The team and advisors hold 23%, and investors hold 34%, with their tokens unlocking over several years. New tokens are also issued annually at a 3% inflation rate to reward network participants called indexers.
What this means: As locked tokens gradually become available, selling pressure could push prices down, especially with Edge & Node’s 8% vesting schedule until 2026. However, staking rewards for delegators and curators may help absorb some of this supply.
Conclusion
The price of GRT will likely depend on how well it capitalizes on AI and data trends while managing token supply. Key things to watch in late 2025 include cross-chain query volumes after CCIP rollout, the number of AI-related data projects using GRT, and staking activity on the network. Can The Graph’s support for over 90 blockchains help it stay strong in a price range of $0.06 to $0.10 despite broader market challenges?
What are people saying about GRT?
The story around The Graph (GRT) swings between positive infrastructure developments and disappointing price performance. Here’s the latest buzz:
- Institutional interest – Added to Grayscale’s AI-focused fund, SEC highlights its utility in decentralized networks
- Price struggles – Stuck below $0.09 despite growing network activity
- AI and data role – Seen as a key part of Web3’s data layer but overshadowed by newer trends
Deep Dive
1. Institutional Validation: Grayscale Adds GRT to AI Fund
Grayscale recently included The Graph in its Decentralized AI Fund, giving it a 6.21% share.
See original post
What this means: This is a positive sign for GRT’s role in AI and data indexing, showing that big investors see value in its cross-chain capabilities. However, since the allocation is relatively small, it may not immediately boost the price.
2. Regulatory Support: SEC Recognizes GRT’s Utility
SEC Commissioner Hester Peirce mentioned GRT as an example of a utility token that is not considered a security.
See original post
What this means: This regulatory clarity is encouraging for developers and projects building on GRT, but it doesn’t create an immediate price jump for everyday traders.
3. Price Action: GRT Faces Resistance and Weak Momentum
Since August, GRT’s price has been stuck between $0.089 and $0.093, showing little movement.
See original post
What this means: The price has dropped about 39% over the past 90 days, even though the network is handling nearly 12 billion queries quarterly. This suggests that while the technology is active, investor interest is low.
Conclusion
The outlook for The Graph (GRT) is mixed. On one hand, it’s gaining recognition for its infrastructure role in AI and decentralized networks, supported by regulatory clarity. On the other hand, its price has been weak, with a 61% drop over the past year and ongoing consolidation below $0.09. Keep an eye on the $0.09 level—holding above it could mean investors are accumulating, but falling below $0.085 might lead to panic selling. The key question remains: does GRT’s real-world data utility outweigh its current price challenges?
What is the latest news about GRT?
The Graph is making strides in gaining institutional support and integrating AI technology, even as it faces challenges from the overall market. Here are the key updates:
- Grayscale Adds GRT to AI Fund (October 9, 2025) – GRT was included in Grayscale’s updated AI-focused investment portfolio after their third-quarter review.
- SEC Supports DePIN Projects (September 30, 2025) – New regulatory clarity helps strengthen GRT’s role in decentralized AI infrastructure.
- Solana Integration via CCIP (May 21, 2025) – GRT expands its use across multiple blockchains, including Solana, Arbitrum, and Base.
In-Depth Look
1. Grayscale Adds GRT to AI Fund (October 9, 2025)
Summary:
On October 3, Grayscale adjusted its Decentralized AI Fund by adding a new token called Story (IP) and keeping GRT at a 6.2% share. GRT now sits alongside other AI-focused tokens like NEAR (25.8%) and Bittensor (22.1%). This shows that institutional investors recognize The Graph’s importance in organizing AI and blockchain data.
What it means:
This is a generally positive sign for GRT. Although its share in the fund is relatively small, being part of a regulated investment fund like Grayscale’s signals growing institutional trust in GRT’s role in AI and data management. However, since GRT’s allocation is lower than some competitors, there is potential for more growth in adoption. (Crypto.News)
2. SEC Supports DePIN Projects (September 30, 2025)
Summary:
SEC Commissioner Hester Peirce publicly supported decentralized physical infrastructure networks (DePIN), clarifying that tokens like GRT, which have practical uses, are not considered securities. The SEC also issued a no-action letter for DoubleZero, a DePIN project, setting a positive example for similar initiatives.
What it means:
This is good news for GRT. Clearer regulations reduce legal uncertainties around The Graph’s decentralized indexing system and could encourage more businesses to adopt it. GRT’s role in rewarding network participants fits well with the SEC’s framework for “work/service compensation.” (CoinGape)
3. Solana Integration via CCIP (May 21, 2025)
Summary:
The Graph has integrated Chainlink’s Cross-Chain Interoperability Protocol (CCIP), allowing GRT to be transferred across blockchains like Solana, Arbitrum, and Base. While features like cross-chain staking and payments are still being developed, this move broadens GRT’s usability beyond Ethereum.
What it means:
This is a promising development for the long term. Solana’s large developer community (over 350,000) could create new demand for GRT’s indexing services. However, GRT’s price is still about 80% below its peak in 2024, showing some market skepticism about how quickly these plans will come to fruition. (CoinMarketCap)
Conclusion
GRT is gaining traction with institutional investors and benefiting from clearer regulations, but it still faces challenges in rolling out cross-chain features and AI integration. With the crypto market currently showing “Fear” (fear/greed index at 32), the question remains whether GRT’s developer-focused infrastructure can outperform overall market sentiment in the final quarter of the year.
What is expected in the development of GRT?
The Graph’s roadmap is focused on expanding across multiple blockchains, integrating AI technology, and upgrading its infrastructure.
- Cross-Chain GRT via Chainlink CCIP (Q4 2025) – This will allow GRT tokens to be transferred and staked across Solana, Arbitrum, and Base networks.
- SQL-Powered Data Engines (2026) – Introducing database-style query tools to make data searches faster and more efficient.
- AI-Driven Infrastructure (2026) – Adding AI features like natural language queries and automated data indexing.
- Network Expansion (Ongoing) – Supporting 12+ new blockchains, including Tron zkEVM and Monad.
Deep Dive
1. Cross-Chain GRT via Chainlink CCIP (Q4 2025)
Overview: The Graph is working with Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to let users move GRT tokens between different blockchains such as Solana, Arbitrum, and Base. This will also enable staking and paying fees across these networks, making the ecosystem more connected and less fragmented (The Graph).
What this means: This is a positive development for GRT because it increases the token’s usefulness across multiple platforms, potentially boosting demand. However, there could be delays in building the necessary technology to support these cross-chain features.
2. SQL-Powered Data Engines (2026)
Overview: The Graph plans to add SQL-like query capabilities to its indexing system. SQL is a common language used to manage and retrieve data in traditional databases. This upgrade aims to improve how complex data is analyzed and builds on existing streaming technology called Substreams (The Graph).
What this means: By offering familiar database tools, The Graph could attract more enterprise developers and increase adoption. However, there is a risk that this change might cause compatibility issues with existing data structures.
3. AI-Driven Infrastructure (2026)
Overview: The Graph is testing AI features like “Graph Assistant,” which allows users to ask questions in plain English to retrieve blockchain data. They are also developing servers for AI agents to access on-chain information. Future updates aim to improve AI analytics and automate the creation of data indexes called subgraphs (The Graph).
What this means: This development could make it easier for developers to interact with blockchain data. However, The Graph will face competition from centralized AI services like OpenAI.
4. Network Expansion (Ongoing)
Overview: Currently supporting over 90 blockchains, The Graph plans to add support for new networks like Tron zkEVM and Monad. Recent additions such as Solana Substreams show their commitment to scaling across multiple chains (CoinMarketCap).
What this means: Expanding to more blockchains could increase GRT’s role as the main data layer for new blockchain ecosystems. However, success depends on developers adopting The Graph’s tools on each specific chain.
Conclusion
The Graph is focusing on making its platform more interoperable, AI-powered, and scalable to become the key data infrastructure for web3. Cross-chain features and SQL integration could boost its usefulness soon, while AI tools may drive innovation over the long term. The big question is how quickly The Graph can keep up with competing data solutions in a world with many blockchains.
What updates are there in the GRT code base?
The Graph (GRT) has recently expanded its support for multiple blockchains and improved tools for accessing real-time data.
- Token API Beta Release 4 (July 11, 2025) – Added support for Solana SPL tokens, Avalanche NFTs and tokens, plus pricing data from Uniswap V4.
- TRON Substreams Integration (July 9, 2025) – Enabled live streaming of TRON blockchain data.
- Chainlink CCIP Integration (May 21, 2025) – Launched cross-chain transfers of GRT to Solana and Arbitrum networks.
Deep Dive
1. Token API Beta Release 4 (July 11, 2025)
What it is: This update gives developers better access to token data across multiple blockchains. It supports Solana’s SPL tokens (used for transfers and swaps), Avalanche NFTs and tokens, and includes price data from Uniswap V4. It also standardizes data outputs for easier use.
Why it matters: This makes it easier for developers working on decentralized finance (DeFi) apps, wallets, and analytics tools to use The Graph’s data. By supporting popular blockchains like Solana and Avalanche, demand for GRT’s services could grow. (Source)
2. TRON Substreams Integration (July 9, 2025)
What it is: The Graph now supports Substreams, a tool that streams live data from the TRON blockchain, including wallet activity and total value locked (TVL).
Why it matters: Developers can access TRON data instantly without building complex backend systems, saving time and effort. This update also includes endpoints designed for AI applications to track stablecoin flows and cross-chain bridges.
Impact: This broadens The Graph’s usefulness but depends on how much the TRON ecosystem grows. It could attract more AI-powered decentralized apps (dApps). (Source)
3. Chainlink CCIP Integration (May 21, 2025)
What it is: This integration allows GRT tokens to be transferred across different blockchains like Solana, Arbitrum, and Base using Chainlink’s Cross-Chain Interoperability Protocol (CCIP).
Why it matters: It sets the stage for cross-chain features like staking and paying query fees in GRT across multiple networks. However, full functionality requires more infrastructure to be built.
Impact: This is a positive long-term development for GRT, as it could increase liquidity and strengthen its role in multi-chain blockchain ecosystems. (Source)
Conclusion
The Graph is focusing on making its platform work seamlessly across multiple blockchains and improving real-time data access. These updates position it as a key infrastructure player for AI and DeFi projects. The big question is whether these improvements will speed up developer adoption before the next market cycle.