Latest The Graph (GRT) News Update

Deep Dive

1. Flex Staking on Bitvavo (1 September 2025)

Overview: Bitvavo introduced flexible staking for GRT at 2.2% APY, allowing users to earn rewards without locking assets. This follows updates to its staking/lending tiers, emphasizing GRT’s role in passive yield strategies.
What this means: The offering could attract retail holders seeking low-risk exposure, though rates lag behind competitors like LPT (10.9% APY). Liquidity risks persist if staking demand outweighs network utility. (Bitvavo)

2. ETHGlobal NYC Winners (19 August 2025)

Overview: The Graph awarded bounties to projects like Resona (voice-based wallet recovery) and Wallet Unwrapped (onchain activity summaries) at ETHGlobal New York. These tools leverage GRT’s decentralized data indexing.
What this means: Developer activity signals sustained demand for GRT’s infrastructure, though adoption depends on integrating these prototypes into mainstream dApps. (The Graph)

3. TRON Data Streaming (9 July 2025)

Overview: The Graph integrated Substreams with TRON, enabling real-time analytics for metrics like wallet activity and stablecoin flows. The partnership includes co-branded APIs for platforms like DappRadar.
What this means: This strengthens GRT’s position as a cross-chain data layer, but TRON’s centralized governance contrasts with The Graph’s decentralized ethos. (CoinDesk)

Conclusion

The Graph is doubling down on accessibility (Bitvavo), developer tools (ETHGlobal), and cross-chain reach (TRON). While these moves align with web3’s infrastructure needs, GRT’s price (-31% YoY) still lags utility growth. Can staking upgrades and AI integrations close this gap before Q4?

Deep Dive

1. @graphprotocol: Expanding to Solana via Chainlink bullish

"GRT will go cross-chain via Chainlink CCIP, enabling staking on Arbitrum, Base, and Solana."
– @graphprotocol (287K followers · 12.3K impressions · 2025-07-11 19:29 UTC)
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What this means: Bullish for GRT because cross-chain functionality could increase utility and attract Solana developers, though deployment timelines remain unclear.

2. @TwentyTwoNode: Technical consolidation at $0.09 mixed

"GRT trades at $0.0914 – buyers defend $0.09 support but lack momentum for $0.095."
– @TwentyTwoNode (89K followers · 8.1K impressions · 2025-08-19 09:21 UTC)
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What this means: Neutral short-term as weak volume and macro uncertainty cap upside, though $0.089 breakdown risk lingers.

3. @SubQueryNetwork: Multichain rivalry heats up bearish

"What The Graph did for Ethereum… we’re doing for 300 chains. Building agentic AI infra."
– @SubQueryNetwork (132K followers · 9.7K impressions · 2025-07-16 18:59 UTC)
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What this means: Bearish pressure if SubQuery captures market share, though GRT’s first-mover advantage in Ethereum indexing remains intact.

Conclusion

The consensus on GRT is mixed, balancing bullish infrastructure upgrades against bearish competition and technical indecision. Watch whether CCIP-driven cross-chain staking (slated for Q4 2025) materially boosts network revenue beyond the current $6.76M quarterly query fees.

Deep Dive

1. Token API Expansion (11 July 2025)

Overview: The Graph’s Token API Beta Release 4 introduced multi-chain data standardization, simplifying development for Solana and Avalanche projects.

Developers can now access Solana SPL token transfers, swap events, and token account balances, with holder balances coming soon. Avalanche’s full NFT/token data is now queryable in unified formats. OHLC pricing from Uniswap V4 provides granular financial data, while Managed Chain Provider (MCP) improvements reduce latency for production-grade apps.

What this means: This is bullish for GRT because it lowers barriers for developers building cross-chain analytics tools, wallets, and DeFi dashboards, likely increasing query demand. (Source)

2. TRON Real-Time Data (9 July 2025)

Overview: Substreams integration brought real-time data streaming to TRON, enabling instant access to metrics like wallet activity and TVL.

The upgrade allows developers to build live dashboards without custom backends, reducing deployment time from weeks to minutes. AI-ready endpoints also let apps monitor stablecoin flows and cross-chain transfers.

What this means: This is neutral-to-bullish for GRT as it expands The Graph’s reach into TRON’s $23B TVL ecosystem, though adoption depends on TRON developer uptake. (Source)

3. Chainlink CCIP Integration (21 May 2025)

Overview: Chainlink’s Cross-Chain Interoperability Protocol (CCIP) allows GRT to move between Solana, Arbitrum, and Base.

This lays groundwork for cross-chain staking, delegation, and paying query fees on Layer 2 networks. However, full functionality requires The Graph’s bridging infrastructure deployment, still pending as of September 2025.

What this means: This is bullish long-term for GRT because seamless multi-chain utility could deepen developer reliance on its ecosystem, but delays in bridging tools pose execution risks. (Source)

Conclusion

The Graph is prioritizing interoperability (CCIP), real-time data (Substreams), and multi-chain standardization (Token API) to cement its role as web3’s data backbone. These updates align with rising demand for cross-chain dApps but hinge on developer adoption and infrastructure follow-through.

How quickly will Solana and TRON developers integrate these tools into high-impact applications?

Deep Dive

1. Cross-Chain GRT via Chainlink CCIP (Late 2025)

Overview: The Graph plans to integrate Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to enable GRT transfers and staking across Solana, Arbitrum, and Base. This will allow developers to pay query fees in GRT on Layer 2 networks and unify token utility across ecosystems (CoinMarketCap).

What this means:
- Bullish: Enhances GRT’s utility as a cross-chain asset, potentially increasing demand from developers and validators.
- Risk: Delays in bridging infrastructure deployment could slow adoption.

2. AI-Driven Infrastructure (2025–2026)

Overview: The Graph’s “AI Beta” initiative includes Managed Chain Provider (MCP) for AI agents to access onchain data and a forthcoming natural-language “Graph Assistant” for no-code queries. These tools aim to simplify blockchain data analysis for non-technical users (The Graph).

What this means:
- Bullish: Could attract AI developers and enterprises, driving query volume and GRT staking.
- Neutral: Success depends on seamless integration with existing AI frameworks like TensorFlow/PyTorch.

3. SQL-Powered Data Engines (2025–2026)

Overview: A planned upgrade to SQL-based query systems aims to improve performance for large-scale data analytics, targeting institutional users. This follows the July 2025 launch of Hypergraph, which introduced privacy-focused local encryption (The Graph).

What this means:
- Bullish: Positions GRT as a backbone for enterprise-grade blockchain analytics, competing with centralized alternatives.
- Risk: Requires significant developer adoption to justify infrastructure costs.

Conclusion

The Graph is prioritizing interoperability (via CCIP), AI integration, and enterprise scalability to solidify its role as web3’s data layer. While cross-chain functionality and AI tools offer near-term catalysts, long-term success hinges on balancing decentralization with performance demands.

What to watch: Will GRT’s expanded utility offset inflationary pressures from its 3% annual issuance rate?