The Graph

The Graph has introduced new infrastructure tools designed to help institutions prepare for incoming stablecoin regulations. **Key Components:** - **Substreams** - Extracts onchain data (issuance events, redemption flows, transfer activity) and transforms it into structured, queryable formats that integrate into institutional systems - **Amp** - Provides provenance tracking and creates audit-ready records for regulatory examination The infrastructure addresses a critical gap: while compliance data already exists onchain—including collateral ratios and funding rates—institutions lack tools to efficiently access and verify it for risk management and regulatory reporting. As regulatory frameworks for stablecoins take shape, these tools aim to streamline compliance workflows. [Read the full technical details](http://thegraph.com/blog/stablecoin-compliance-infrastructure-regulatory-readiness/)

While the industry buzzes about x402 and machine-native payments, **The Graph Network has been running this exact system in production since early 2025** through GraphTally. **Key features:** - Pay-per-query model with no account requirements - Offchain signed transactions - Trust-minimized architecture - Direct x402 acceptance for Subgraphs The system addresses a critical problem: when an agent pays $0.0001 for data but faces $0.05 in gas fees, the economics fail. GraphTally solved this with **cryptographically signed vouchers that batch-settle onchain**, enabling thousands of queries per minute without per-transaction gas costs. This innovation now contributes to the x402 specification itself, positioning The Graph as a functional data marketplace for the agent economy. [Read the full technical details](https://thegraph.com/blog/graphtally-micropayments-machine-economy/)

**MiCA is now live, and the GENIUS Act is advancing.** Both regulations are establishing clear compliance standards for stablecoins: fiat-collateralized, redeemable, and auditable. **The competitive divide is already forming:** - Institutions that built data infrastructure *before* regulations took effect are operational on day one - Those that waited are now spending months catching up while competitors secure key relationships - All necessary data exists onchain—the gap is purely infrastructure The regulatory framework for compliant stablecoins is no longer theoretical. Institutions that prepared their data systems in advance can now move immediately, while latecomers face a significant disadvantage in a rapidly consolidating market. Learn more about [stablecoin compliance infrastructure](https://thegraph.com/blog/stablecoin-compliance-infrastructure-regulatory-readiness/).

**The Graph** highlights how **Subgraphs** and **Substreams** work together as complementary tools rather than competing solutions. - Both technologies form the onchain data infrastructure that powers the emerging agent economy - They address different aspects of the same challenge: organizing and accessing blockchain data - **Substreams** deliver high-performance, real-time data feeds - Recent implementations show AI agents using this data layer for autonomous DeFi operations The protocol emphasizes that neither technology replaces the other - they solve different parts of data indexing and delivery. This dual approach enables AI applications to access structured blockchain information efficiently. Learn more about the technical architecture: [The Graph Blog](http://thegraph.com/blog/subgraphs-substreams-ai-applications-onchain-data/)

**The quality of blockchain data directly impacts AI agent performance.** When AI agents rely on delayed or unreliable data sources, they execute flawed decisions at machine speed. **Subgraphs offer three key advantages over traditional RPC endpoints:** - **Speed**: Real-time data enables immediate decision-making instead of working with outdated information - **Reliability**: Distributed architecture eliminates single points of failure during high-speed operations - **Accuracy**: Verifiable, indexed blockchain snapshots ensure data integrity The challenge for AI agents isn't just accessing blockchain data—it's accessing *high-quality* data that won't lead to automated errors.

**AI agents operate at machine speed**, making thousands of decisions per minute in the crypto economy. Unlike humans who browse block explorers, these agents require **structured, normalized, and queryable blockchain data** to function effectively. - Agents assessing DeFi risk cannot work with raw transaction logs - They need data formatted for rapid querying and decision-making - The infrastructure enabling this agent economy operates behind the scenes This represents a fundamental shift in how blockchain data must be organized and accessed. As AI agents become more prevalent in web3, the demand for **properly structured data infrastructure** will intensify dramatically. The agent economy isn't about human-readable interfaces—it's about machine-optimized data pipelines that can support thousands of automated decisions every minute.

**Agent0 Subgraphs are now operational across five major blockchain networks** - Base, BNB Chain, Ethereum, Monad, and Polygon - using a single GraphQL schema. **Key features:** - Real-time indexing of every ERC-8004 agent across all chains - No code rewrites needed when switching between networks - Already processed over 1 million queries - Accessible via [Graph Explorer](https://thegraph.com/explorer?search=agent0) **What this enables:** - Developers can query agent data with a single GraphQL request instead of scanning thousands of blocks - AI agents can discover, hire, and interact with each other using structured blockchain data - Machine-scale data access for agents that operate continuously The infrastructure indexes agent identities, capabilities, reputation, and validation data in milliseconds. Developers building ERC-8004 agents can now access comprehensive onchain data without building custom indexers.

A new blockchain data tool called **graph-aave-mcp** now connects Claude AI with live Aave protocol data across seven chains. **Key capabilities:** - Simulate health factors during price crash scenarios - Track liquidation events in real time - Compare supply and borrow rates across different deployments - Monitor governance proposals through conversation The tool is powered by The Graph Protocol's indexed data and requires just one npm install to access every major Aave deployment. **Who benefits:** - Risk analysts can model scenarios conversationally - DeFi researchers gain real-time market insights - Builders can prototype dashboards by describing requirements - Content creators can query live data while writing The tool eliminates manual GraphQL queries, unit conversions, and stale data snapshots—users simply ask questions in plain English.

The Graph is rolling out three institutional-grade tools for real-time blockchain data: **Substreams** delivers high-performance data streaming for DeFi, DePIN, AI, and traditional finance applications. Horizon integration scheduled for Q2-Q4 2026. **Amp** introduces a SQL-native blockchain database with verifiable data designed for enterprise scale. Developer preview is currently live, with full SQL platform launching Q4 2026. **Tycho** provides real-time onchain liquidity indexing specifically built for trading systems and solvers. Private MVP expected Q1 2026, public beta Q2 2026. These tools aim to bridge the gap between blockchain data and enterprise applications, offering familiar interfaces like SQL alongside specialized streaming capabilities for time-sensitive use cases.

**The Graph is rolling out three new data access tools designed for developers and AI agents:** - **Subgraphs**: The original indexing standard now supports AI compatibility through MCP integration, A2A protocols, x402 micropayments, and Amp-powered data extraction - **JSON-RPC**: Basic blockchain read/write functionality through The Graph's infrastructure (experimental launch planned for Q3) - **Token API**: Pre-indexed token data across 10+ chains with real-time pricing (production-ready in Q1) These tools build on The Graph's recent infrastructure developments for the agent economy, including ERC-8004 identity verification across 8 chains and x402 micropayment capabilities through GraphTally. The additions provide developers with multiple options for accessing blockchain data, from natural language queries to direct API calls.