Why did the price of GRT fall?
The Graph (GRT) dropped 7.55% in the last 24 hours, underperforming the overall crypto market, which fell 4.31%. The main reasons include:
- Market-wide caution as Bitcoin’s dominance changes and investors move money out of riskier assets.
- Technical signals showing weakness, with prices falling below important support levels.
- Less interest from big investors, after Grayscale’s AI fund reduced its GRT holdings to a small 6.2% share.
In-Depth Analysis
1. Market-Wide Risk Aversion (Negative Impact)
What happened:
The total value of all cryptocurrencies dropped 4.31% in one day. Altcoins like GRT were hit harder, even as Bitcoin’s share of the market increased to 59.14%. The Crypto Fear & Greed Index dropped to 29, indicating “Extreme Fear” among investors.
What this means for GRT:
GRT tends to move more dramatically than the overall market during times of uncertainty. Increased trading activity with borrowed money (leverage) likely led to forced selling, making the price drop worse.
What to watch:
Bitcoin’s price is crucial. If it falls below $117,000 (a key level from August 2025), it could trigger more selling in altcoins like GRT.
2. Technical Breakdown (Negative Impact)
What happened:
GRT’s price fell below its 7-day and 30-day moving averages ($0.064 and $0.076 respectively), which are commonly used to identify trends. The Relative Strength Index (RSI) is near oversold levels at 36.86, and the MACD indicator confirms downward momentum.
What this means for GRT:
Dropping below the $0.0639 pivot point likely triggered automatic sell orders (stop-losses). Technical analysis suggests the next support level is around $0.0597. Trading volume also decreased by 11.38%, showing less buying interest to support the price.
What to watch:
If GRT closes below $0.0597, it could continue falling toward its yearly low of $0.0395.
3. Grayscale Fund Rebalancing (Mixed Impact)
What happened:
On October 3, Grayscale’s Decentralized AI Fund lowered GRT’s allocation to 6.2%, adding a new asset called Story (IP). GRT is now a smaller part of the fund compared to NEAR (25.8%) and Bittensor (22.1%).
What this means for GRT:
This change didn’t cause a direct sell-off but may have contributed to the perception that GRT is less of a priority in AI and DeFi investments. Since the fund manages $23.03 billion, even small shifts can influence market sentiment.
What to watch:
Look at the fees generated on The Graph network. If developer activity slows down, it could confirm reduced interest from big investors.
Conclusion
GRT’s recent price drop is due to a combination of overall market caution, technical weakness, and less support from major investors. While its partnerships and technology offer promise for the future, short-term price movements will likely follow Bitcoin’s performance.
Key question: Will GRT hold the $0.0597 support level, or will broader market sell-offs push it down to its yearly low?
What could affect the price of GRT?
The future of The Graph (GRT) depends on how widely decentralized data is adopted and how well it expands across different blockchain networks.
- Mainnet & AI Integration – New technology upgrades could increase demand for GRT (Positive)
- Cross-Chain Staking – Integration with Chainlink’s CCIP will make GRT more useful across multiple blockchains (Positive)
- Competition – Rivals like SubQuery are challenging GRT’s market position (Negative)
Deep Dive
1. Mainnet Upgrades & AI Tools (Positive Impact)
Overview: In July 2025, The Graph launched its Hypergraph mainnet, which introduced encrypted data storage and AI connectivity through a feature called Substreams. They also integrated with Solana, cutting data request costs by 70%, which attracted more developers (The Graph). Coming in early 2026 is a new SQL-powered data engine designed to make complex data queries easier.
What this means: These improvements make it easier and cheaper for developers to use The Graph, potentially increasing demand for GRT tokens, which are used to pay for data queries. For example, after a similar upgrade in 2025, GRT’s price increased by 180%.
2. Chainlink CCIP Cross-Chain Expansion (Positive Impact)
Overview: By the end of 2025, GRT will be transferable across different blockchains like Solana, Arbitrum, and Base using Chainlink’s Cross-Chain Interoperability Protocol (CCIP). This will allow users to stake GRT and pay query fees across multiple networks (CoinMarketCap).
What this means: Making GRT usable on multiple blockchains could increase its value and utility, similar to how Chainlink’s LINK token saw a 290% price increase after similar cross-chain features were added in 2023-2024.
3. Rising Competition in Data Indexing (Negative Impact)
Overview: Competitors like SubQuery now support indexing on 300 blockchains, and BNB Chain’s own data tools have cut their use of GRT by 40% in the third quarter of 2025 (SubQuery).
What this means: This competition could reduce the fees GRT earns, which are important for rewarding those who maintain the network. However, The Graph’s early start and support for over 90 blockchains still give it a strong position in the market.
Conclusion
GRT’s price will likely depend on whether growth driven by AI-powered data queries can outpace competition. Short-term price swings are expected, especially with Bitcoin dominating the market (59.16% share). However, successful adoption of cross-chain features could lead to price gains over the next 3 to 6 months. The key question is whether developer activity in Q4, which can be tracked on Subgraph Studio, will show sustained demand for GRT despite cheaper alternatives.
What are people saying about GRT?
The Graph’s community is feeling a mix of cautious hope and frustration as GRT tries to gain momentum. Here’s what’s happening right now:
- Traders are watching $0.09 as a critical support level after GRT dropped 40% so far this year
- Chainlink’s CCIP integration is boosting hopes for GRT’s use across multiple blockchains
- Grayscale added GRT to its AI-focused fund, showing confidence in its long-term potential
- Debate heats up over GRT’s fundamentals versus its current price, even as the network grows
Deep Dive
1. @graphprotocol: Cross-chain expansion with Chainlink looks promising
“GRT now connects Solana, Arbitrum, and Base – enabling cross-chain staking and fee payments.”
– @graphprotocol (289K followers · 12M impressions · 2025-08-11 14:40 UTC)
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What this means: This is good news for GRT because making it easier to work across different blockchains could attract more developers and increase how much the token is used on over 90 supported chains.
2. @Grayscale: Institutional support for AI and data use cases
GRT was added to Grayscale’s Decentralized AI Fund with a 6.21% share, alongside NEAR and Bittensor.
– @Grayscale (2.1M followers · 8M impressions · 2025-10-09 05:54 UTC)
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What this means: This is somewhat positive – even though GRT’s share in the fund is small, it shows that big investors recognize GRT’s role in AI and data infrastructure, despite its price dropping 26% in the last 30 days.
3. @CoinJournal: Technical signals warn of possible further drops
“GRT is testing the $0.09 support level – if it breaks, the price could fall another 15% to 2025 lows.”
– @CoinJournal (187K followers · 3M impressions · 2025-08-14 17:37 UTC)
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What this means: This is a bearish sign in the short term – GRT’s recent 8.25% drop in 24 hours (as of 2025-10-22) matches a weakening Bitcoin dominance and investors pulling money out of altcoins.
4. @SubQueryNetwork: Growing competition raises concerns
“What The Graph did for Ethereum, we’re doing for 300+ chains plus AI agents.”
– @SubQueryNetwork (132K followers · 2M impressions · 2025-07-16 18:59 UTC)
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What this means: Neutral – SubQuery’s claims haven’t been proven yet, but it shows GRT needs to speed up product improvements like Hypergraph and SQL integrations to stay ahead.
Conclusion
Opinions on GRT are mixed. On one hand, the infrastructure is growing with 11.8 billion queries in the first half of 2025 and new integrations like CCIP. On the other hand, the price has fallen 40% this year. Keep an eye on the $0.09 support level this week: Holding above it could mean investors are buying, but falling below might lead to more losses despite Grayscale’s support. The big question is whether the market will finally recognize GRT’s important role in the AI and data economy, or if broader economic challenges will keep holding it back.
What is the latest news about GRT?
The Graph (GRT) is making strides in gaining support from big investors and benefiting from the growing interest in artificial intelligence (AI), even as the overall crypto market experiences ups and downs. Here are the key updates:
- Grayscale Adds GRT to AI Fund (October 8, 2025) – GRT now makes up 6.21% of Grayscale’s Decentralized AI Fund.
- SEC Supports DePIN Projects (September 30, 2025) – The U.S. Securities and Exchange Commission (SEC) gives a green light to projects like GRT that build decentralized AI infrastructure.
- AI Token Price Jump (September 18, 2025) – GRT’s price rose 5.9% following Nvidia’s $5 billion investment in Intel, boosting interest in AI-related cryptocurrencies.
In-Depth Look
1. Grayscale Adds GRT to Decentralized AI Fund (October 8, 2025)
What happened:
Grayscale, a major investment firm, included The Graph (GRT) in its Decentralized AI Fund during its third-quarter portfolio update. GRT now represents 6.21% of the fund, joining other AI-focused blockchain projects like NEAR, Bittensor, and Story.
Why it matters:
This is a positive sign for GRT because it means more institutional investors—those managing large amounts of money—are showing interest. Being part of a regulated fund can lead to increased demand for GRT. However, GRT’s share is smaller compared to NEAR (25.8%) and Bittensor (22.1%), indicating it still needs to prove its value in AI applications to attract more investment. (Binance News)
2. SEC Supports DePIN Projects (September 30, 2025)
What happened:
SEC Commissioner Hester Peirce publicly supported decentralized physical infrastructure networks (DePIN), specifically mentioning The Graph as a beneficiary. The SEC also issued a “no-action” letter for DoubleZero’s token, meaning they won’t take enforcement action, signaling more regulatory flexibility for tokens used primarily for utility rather than investment.
Why it matters:
This is generally good news for GRT. It reduces the risk that GRT will be classified as a security, which would bring stricter regulations. However, GRT must continue focusing on its practical uses to stay within these guidelines. This support aligns well with GRT’s role in providing decentralized data infrastructure. (CoinGape)
3. AI Token Price Jump (September 18, 2025)
What happened:
GRT’s price jumped 5.9% in a single day, alongside other AI-related tokens like NEAR (+11%) and Render (+8%). This followed Nvidia’s announcement of a $5 billion investment in Intel to develop AI-focused computer chips.
Why it matters:
This price increase shows that GRT is seen as part of the growing AI trend in crypto. However, the boost was short-lived as the overall market cooled down. For GRT to maintain momentum, it needs to show real progress in integrating AI technologies, such as its MCP tool that connects AI agents with blockchain data. (CoinJournal)
Conclusion
The Graph is gaining support from both big investors and regulators while benefiting from the excitement around AI. Grayscale’s investment and the SEC’s positive stance on DePIN projects validate GRT’s role in decentralized data infrastructure. Still, its price depends heavily on AI-related developments and overall crypto market trends. The big question remains: will growing use of AI agents drive lasting demand for GRT’s decentralized data services?
What is expected in the development of GRT?
The Graph is moving forward with key updates:
- Cross-Chain Staking with Chainlink CCIP (Q4 2025) – This will let users transfer and stake GRT tokens across different blockchain networks like Arbitrum, Base, and Solana.
- SQL-Based Data Tools (2026) – Introducing new query tools using SQL to help businesses analyze data more easily and effectively.
- AI-Powered Infrastructure Growth (2026) – Expanding AI features to connect blockchain data with smart AI tools that understand natural language.
In-Depth Look
1. Cross-Chain Staking with Chainlink CCIP (Q4 2025)
What’s happening: The Graph plans to use Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to allow GRT tokens to move between blockchains like Solana, Arbitrum, and Base. This means users can stake and delegate GRT across these networks and pay fees using GRT on Layer 2 solutions (source).
Why it matters: This feature could make GRT more useful and increase demand since it works across multiple blockchains. However, there’s a chance the technology needed to connect these networks could face delays.
2. SQL-Based Data Tools (2026)
What’s happening: The Graph plans to upgrade from GraphQL to SQL-powered query engines. SQL is a widely used language for managing and analyzing data, especially in businesses. This change aims to make The Graph more appealing for large-scale, enterprise applications.
Why it matters: This could attract more traditional developers and companies to use The Graph. But switching to SQL might be complicated at first, which could slow adoption. The success depends on how smoothly the new system works with existing setups.
3. AI-Powered Infrastructure Growth (2026)
What’s happening: The Graph is already testing AI features that connect AI agents to blockchain data. Future updates will include a “Graph Assistant” that lets users ask questions in plain English and get blockchain data answers without coding, plus more AI tools (source).
Why it matters: Integrating AI could make GRT essential for building smart, autonomous apps and training large language models. Still, The Graph faces competition from centralized companies offering AI data services.
Conclusion
The Graph is focusing on making its platform work across multiple blockchains, ready for AI integration, and providing powerful data tools for businesses. Although GRT’s price has dropped 61% over the past year, these updates could boost network use. The big question is whether The Graph can successfully roll out these features before competitors do.
What updates are there in the GRT code base?
In July 2025, The Graph made important improvements to its technology and testing systems.
- Kubernetes Launchpad Updates (July 2025) – New tools and upgrades to help run network nodes more smoothly.
- Network Operations Fixes (July 2025) – Fixed block numbering issues and improved accuracy of GRT token supply data.
- Data Ingestion Benchmarks (July 2025) – Tested different systems to speed up data processing and indexing.
Deep Dive
1. Kubernetes Launchpad Updates (July 2025)
Overview: The GraphOps team introduced new Helm charts for Heimdall v2 and updated key software components like graph-node, proxyd, and erigon. These updates make it easier to set up and manage nodes that support The Graph’s network, especially for Ethereum-compatible blockchains.
Important changes included better routing options for proxyd, new remote procedure call (RPC) features like eth_blobBaseFee, and improved monitoring with Prometheus and Grafana tools. These improvements help indexers—who organize and serve blockchain data—work more efficiently and reliably.
What this means: This is good news for GRT because simpler node management can attract more indexers, strengthening the network. Faster and more stable infrastructure supports better data queries for users and developers.
(Source)
2. Network Operations Fixes (July 2025)
Overview: The team fixed a problem with block numbering on the Arbitrum One network that was causing issues for Scroll subgraphs (data sets). They also released version 0.3.1 for EBO subgraphs and improved the GRT Circulating Supply API by adding logic to reconcile data between Layer 1 and Layer 2 blockchains.
These fixes help ensure that data from different blockchains is indexed correctly and that the reported supply of GRT tokens is accurate—important for transparency and trust.
What this means: While these fixes don’t directly boost GRT’s value, they reduce technical risks and improve reliability. Accurate data and stable subgraphs build confidence among developers and investors in The Graph’s decentralized data network.
(Source)
3. Data Ingestion Benchmarks (July 2025)
Overview: The GraphOps team tested two data processing systems—RisingWave and ClickHouse—to see which performs better for handling large amounts of blockchain data quickly. They measured factors like speed, capacity, and resource use in different setups.
The tests showed RisingWave is promising for real-time data analysis but may face challenges scaling up. These insights will help guide future decisions on how The Graph manages data from multiple blockchains efficiently.
What this means: This is positive for GRT over the long term because faster and more cost-effective data processing can attract more decentralized apps (dApps). Better indexing performance could lower costs and open up new possibilities for using The Graph’s services.
(Source)
Conclusion
The updates in July 2025 focused on making The Graph’s infrastructure stronger, improving data accuracy, and preparing for growth. With easier node management and tested data pipelines, GRT is well-positioned to meet increasing demand for decentralized data services in the web3 space.