Why did the price of GRT go up?
The Graph (GRT) increased by 1.03% in the last 24 hours, slightly outperforming the overall crypto market, which dropped by 0.03%. This rise is linked to positive momentum in the AI sector and specific developments related to the protocol. Here are the main points:
- Grayscale Fund Boost – GRT was added to Grayscale’s AI Fund, showing growing institutional interest.
- Regulatory Support – The SEC’s favorable stance on decentralized physical infrastructure networks (DePIN) supports GRT’s role in decentralized AI and data indexing.
- Technical Bounce – Oversold conditions led to short-term buying, despite a generally bearish market.
In-Depth Analysis
1. Grayscale Fund Inclusion (Positive Impact)
Summary: On October 8, Grayscale included GRT in its Decentralized AI Fund during its quarterly update, raising GRT’s share to 6.2% (Grayscale). This follows GRT’s integration with Chainlink’s cross-chain infrastructure (CCIP) in May 2025, which expanded its use across multiple blockchains.
Why it matters: Being part of regulated investment funds like Grayscale’s often increases demand from both institutional and retail investors who want exposure to GRT without buying it directly. Since GRT helps index data for AI and decentralized finance (DeFi) projects, it’s seen as an important infrastructure asset in the growing AI-driven crypto space.
What to watch: Continued investment into Grayscale’s AI Fund and more adoption of GRT through cross-chain technologies like CCIP.
2. Regulatory Support for DePIN (Mixed Impact)
Summary: On September 30, SEC Commissioner Hester Peirce expressed support for decentralized physical infrastructure networks (DePIN), clarifying that utility tokens like GRT are not considered securities when used for network services (CoinGape).
Why it matters: This regulatory clarity lowers legal risks for GRT, which powers decentralized data indexing for DePIN projects. However, the overall market remains cautious, with the crypto Fear & Greed Index at 27 as of October 19, indicating “Extreme Fear.”
3. Technical Rebound (Neutral Impact)
Summary: GRT’s Relative Strength Index (RSI) over 14 days is 34.37, suggesting it was oversold and attracting short-term buyers. However, the price is still below key moving averages (7-day SMA at $0.0668 and 200-day SMA at $0.092), showing ongoing downward pressure.
Why it matters: The recent price bounce lacks strong momentum. Trading volume dropped 23% to $23.5 million, and the MACD indicator remains negative. Resistance is expected around $0.066, a level that has limited price gains since August.
Conclusion
The recent rise in GRT reflects optimism around AI and DePIN adoption, along with some technical buying. However, broader challenges like Bitcoin’s dominant market share (58.9%) and declining liquidity in alternative cryptocurrencies limit further gains.
Key point to watch: Can GRT maintain support above $0.063 despite low trading volume (3.5% turnover) and weakening market activity?
What could affect the price of GRT?
The future of The Graph (GRT) depends on how widely it’s adopted, competition in the market, and broader economic trends.
- Ecosystem Growth – New cross-chain features and AI tools could make GRT more useful
- Market Sentiment – A cautious crypto market puts pressure on alternative coins
- Regulatory Clarity – The SEC’s supportive stance on DePIN projects may ease regulatory concerns
- Tokenomics Risks – Token unlock schedules and a steady 3% yearly token issuance could impact value
Deep Dive
1. Ecosystem Growth (Positive Outlook)
Overview: In July 2025, The Graph launched Hypergraph, introducing privacy-focused apps and new data standards called GRC-20. Integration with Chainlink’s CCIP now allows GRT tokens to move across different blockchains like Solana, Arbitrum, and Base. Substreams, a real-time data indexing service, expanded support to TRON and over 90 other blockchains, helping developers save on costs. Institutional interest is growing too, with Grayscale’s Decentralized AI Fund holding 6.2% of GRT (Grayscale).
What this means: These developments could increase GRT’s usefulness, especially for AI applications and cross-chain activities. The ability to stake and pay query fees across multiple blockchains might attract more users and developers. However, success depends on how well developers adopt new tools like MCP for AI agents.
2. Competition in the Sector (Challenges Ahead)
Overview: Competitors such as Bittensor (TAO) and Render (RNDR) are gaining ground in decentralized AI and data services. The Graph faces pricing pressure on its query fees from centralized services like Alchemy, while newer projects focus on specialized areas like intellectual property management (e.g., Story).
What this means: GRT’s price has dropped about 62% over the past year, reflecting both market trends and increased competition. Although The Graph handles a large volume of queries (6.8 billion in Q3 2025), it needs to stand out in AI and decentralized infrastructure sectors to keep up with faster-growing rivals.
3. Economic and Regulatory Factors (Mixed Effects)
Overview: The U.S. Securities and Exchange Commission (SEC) has shown support for DePIN (Decentralized Physical Infrastructure Networks) projects, which could reduce regulatory hurdles for GRT (Hester Peirce). Still, GRT is affected by overall crypto market risks. Bitcoin dominance remains high at 58.9%, and a recent drop in derivatives trading suggests investors are moving toward safer assets.
What this means: GRT’s price tends to move closely with Ethereum (90-day correlation of 0.89), making it vulnerable to broad market downturns. However, its focus on AI might help it hold value better if investors shift their attention within the crypto space.
Conclusion
The Graph’s success depends on balancing innovation with a challenging market environment. Keep an eye on the rollout of CCIP staking and upcoming data on query volumes—if monthly queries rise above 7 billion, it could signal renewed demand. The key question is whether GRT’s nearly 290,000 holders can help it evolve from a basic infrastructure token into a core player in AI-powered data services.
What are people saying about GRT?
The Graph’s community is divided between cautious trading and optimistic bets on its expansion across different blockchains. Here’s what’s trending:
- Traders focus on $0.09 support level amid weak price momentum
- Chainlink integration boosts hopes for multi-chain use
- Price forecasts vary widely from $0.10 up to $3.54
Deep Dive
1. @graphprotocol: Cross-chain growth through Chainlink CCIP — bullish
"Making GRT available on Solana opens doors for stronger partnerships"
– @graphprotocol (289K followers · 1.2M impressions · 2025-05-21 19:17 UTC)
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What this means: This is positive for GRT because expanding to multiple blockchains like Solana could increase demand for GRT tokens used in staking, paying query fees, and bridging assets between networks like Solana, Arbitrum, and Base.
2. CoinMarketCap Community: $0.09 support is critical — mixed outlook
"Buyers are holding the $0.0900 level, but momentum is weak. A breakout above $0.0930 is needed to gain strength"
– CMC Analyst (9.0 quality score · 2025-08-19 09:21 UTC)
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What this means: The short-term outlook is neutral to bearish as GRT struggles to climb back to higher price levels, despite being integrated with over 90 blockchains.
3. OKX News: $3.54 price prediction for 2030 sparks discussion — bullish
"If GRT breaks the $0.22 resistance in 2025, a surge toward $1 is possible"
– OKX Research (7.0 quality score · 2025-07-30 00:00 UTC)
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What this means: Long-term outlook is positive given the platform’s heavy usage (11.8 billion queries per quarter) and a large community of over 168,000 delegators. However, the current price is down about 80% from its 2024 highs, which tempers enthusiasm.
Conclusion
The overall view on GRT is mixed, balancing strong fundamentals like high query volume and Chainlink integration against weak recent price performance (down 34% in the last month). Keep an eye on the $0.089–$0.093 price range — breaking above or below this could indicate whether GRT’s role in AI and data services will overcome the typical challenges altcoins face during Bitcoin-focused market phases. For developers, GRT’s record-high query fees on Arbitrum (6.76 million) show real-world use despite price swings.
What is the latest news about GRT?
The Graph is making moves in AI and expanding across different blockchains, even as the overall crypto market faces challenges. Here are the key updates:
- Added to Grayscale AI Fund (Oct 8, 2025) – GRT is now part of a major institutional crypto fund focused on AI.
- Solana Data Tools Launched (July 11, 2025) – New API features help developers build on Solana using The Graph’s technology.
- TRON Partnership (July 9, 2025) – Real-time data streaming is now available for TRON’s DeFi ecosystem.
Deep Dive
1. Grayscale AI Fund Inclusion (October 8, 2025)
What happened?
Grayscale, a big player in institutional crypto investing, added The Graph (GRT) to its Decentralized AI Fund. GRT makes up 6.21% of the fund, joining other blockchain projects focused on AI. This is the first time GRT is included in a major fund that’s accessible to large investors.
Why it matters
Being part of this fund could bring steady demand for GRT because the fund manages $147 million. When the fund rebalances, it typically buys about $8.7 million worth of GRT. However, since GRT’s share is about 6%, it could be sold off if the fund changes focus. (Binance)
2. Token API Expands to Solana (July 11, 2025)
What happened?
The Graph released an updated Token API (version 4) that now supports Solana, a popular blockchain. This lets developers track token transfers, swaps, and balances on Solana more easily. The update also includes pricing data from Uniswap V4 and is 40% faster than before.
Why it matters
This makes The Graph more useful for developers building on Solana, which handled 65% of all NFT trading in Q3 2025. Instead of relying on centralized services, Solana apps can use The Graph’s decentralized tools, potentially increasing GRT’s usage and fees. (The Graph)
3. TRON Data Streaming Partnership (July 9, 2025)
What happened?
The Graph partnered with TRON to provide real-time data streaming for TRON’s decentralized finance (DeFi) ecosystem, which holds $23 billion in assets. Developers can now get instant updates on wallet activity, stablecoin movements, and cross-chain transfers.
Why it matters
This partnership could be positive, but it’s uncertain how much TRON developers will switch from existing analytics tools. The Graph’s ability to generate revenue from TRON data queries using GRT tokens is still unproven. (CoinDesk)
Conclusion
The Graph is expanding its reach by gaining institutional interest in AI and improving technical support for Solana and TRON. However, it faces competition in a crowded market for blockchain infrastructure. Despite these advances, GRT’s price is down 46% this year. The upcoming launch of cross-chain staking through Chainlink CCIP (planned for Q4 2025) could be a key factor in boosting both network growth and token value.
What is expected in the development of GRT?
The Graph’s roadmap highlights key goals: expanding across multiple blockchains, integrating AI technologies, and upgrading its infrastructure.
- Cross-Chain Staking (Q4 2025) – GRT will connect with Solana, Arbitrum, and Base using Chainlink CCIP, enabling staking across these networks.
- SQL-Powered Data Engines (2026) – Introducing faster, SQL-based data queries for more advanced analytics.
- AI-Driven Infrastructure (2026) – Launching AI tools like MCP servers and natural language query assistants for easier blockchain data access.
- Network Expansion (Ongoing) – Supporting over 90 blockchains, including Tron, Base, and Solana.
Deep Dive
1. Cross-Chain Staking (Q4 2025)
Overview: The Graph plans to allow GRT tokens to move and be staked across different blockchains such as Solana, Arbitrum, and Base by using Chainlink’s Cross-Chain Interoperability Protocol (CCIP). This will help unify liquidity and make it easier for users and developers to participate in The Graph’s decentralized data network.
What this means: This is a positive development for GRT’s usefulness, as it opens doors to new developer communities. However, there could be delays in building the necessary bridging technology.
2. SQL-Powered Data Engines (2026)
Overview: The Graph aims to upgrade its data querying system from GraphQL to SQL, a widely used language for managing and analyzing data. This change will speed up data processing and make it easier for businesses to integrate blockchain data with their existing tools.
What this means: This could attract more institutional users, but switching to SQL might take time for developers to adapt.
3. AI-Driven Infrastructure (2026)
Overview: The Graph will introduce AI-powered tools like Modular Compute Protocol (MCP) servers and a “Graph Assistant” that understands natural language queries. These tools will help developers and AI systems interact with blockchain data more intuitively.
What this means: This move could make GRT a key player in combining AI and blockchain technologies, though competition from other projects like Bittensor is a factor to watch.
4. Network Expansion (Ongoing)
Overview: The Graph currently supports over 90 blockchains, having recently added Tron, Polygon zkEVM, and Base. It plans to continue adding support for smaller Layer 1 and Layer 2 networks to attract new developers.
What this means: This broad support is good for long-term growth, but newer blockchains may have lower transaction volumes, which could limit immediate revenue for network participants.
Conclusion
The Graph is focusing on making its platform more interoperable, AI-friendly, and enterprise-ready. These efforts could solidify GRT’s position as a foundational data service in the web3 space, but success will depend on how well these plans are executed amid strong competition.
How might The Graph’s AI pivot reshape demand for decentralized query services?
What updates are there in the GRT code base?
In July 2025, The Graph (GRT) made significant improvements to its technology and expanded support across multiple blockchain networks.
- Heimdall v2 Helm Charts (July 2025) – Made it easier for node operators to deploy and manage their systems using Kubernetes.
- Token API Beta 4 (July 11, 2025) – Added support for Solana SPL tokens and Avalanche tokens and NFTs.
- Substreams TRON Integration (July 9, 2025) – Enabled real-time data streaming for developers working on the TRON blockchain.
Deep Dive
1. Heimdall v2 Helm Charts (July 2025)
What happened: The GraphOps team released new Helm charts for Heimdall v2, a tool that helps node operators deploy their services on Kubernetes more easily. This update also improved how the system handles Ethereum data requests and updated key software components. Monitoring tools like Prometheus and Grafana were standardized to make tracking system health simpler.
Why it matters: This upgrade makes The Graph’s network more reliable and scalable, which is important as more users rely on it. Node operators benefit from easier setup and better tools to monitor performance, which supports the network’s growth.
(Source)
2. Token API Beta 4 (July 11, 2025)
What happened: The Graph expanded its Token API to include Solana SPL tokens and Avalanche tokens and NFTs. Developers can now access token balances, swap events, and price data from Uniswap V4 more easily. The update also standardized data formats across different blockchains, making it simpler to build apps that work with multiple networks.
Why it matters: This broadens The Graph’s usefulness for developers working with Solana and Avalanche, potentially increasing demand for GRT as more queries are made. It also saves developers time by providing a unified API instead of multiple fragmented ones.
(Source)
3. Substreams TRON Integration (July 9, 2025)
What happened: The Graph introduced real-time data streaming for the TRON blockchain using Substreams. This allows developers to get instant updates on wallet activity and total value locked (TVL) without building custom backend systems. New AI-ready endpoints were added to track stablecoin flows and support cross-chain analytics.
Why it matters: TRON is a high-transaction blockchain with over $80 billion in USDT stablecoins. Real-time data access strengthens The Graph’s role in supporting fast, data-heavy applications like DeFi and AI projects on TRON, which could increase GRT usage.
(Source)
Conclusion
The Graph’s July 2025 updates focused on making its infrastructure more robust, improving support for multiple blockchains, and enhancing real-time data capabilities. These improvements make it easier for node operators and developers to use the platform, especially in the Solana and TRON ecosystems. As these integrations drive more queries, they could help offset challenges in the broader crypto market and strengthen GRT’s position as a key data layer for web3 applications.