The Graph

**97% of on-chain agentic commerce** now settles through x402, with **99% transacted in USDC**. The data reveals an interesting pattern: autonomous agents standardized payment mechanisms before establishing how to discover and query data sources. **Key implications:** - Payment infrastructure matured faster than data discovery layers - USDC emerged as the dominant settlement currency for agent-to-agent transactions - The next challenge is building query systems designed specifically for autonomous agents This raises questions about what infrastructure autonomous agents actually need to efficiently find and access data in a decentralized environment.

Substreams.dev has reorganized its blockchain data platform with category-based collections, making it simpler to locate specific datasets. **Available Categories:** - DEX / AMMs - Lending - Liquid Staking - Perps - Prediction Markets - Governance - Oracles - Bridges - Stablecoins - NFTs - Core Data The categorization aims to streamline workflows for developers testing strategies, tracking governance updates, or monitoring cross-chain fund movements. [Explore datasets](https://substreams.dev/datasets)

Graph Node v0.45.0 addresses a key bottleneck in subgraph deployments. Previously, new deployments spent significant sync time waiting on Postgres to build indexes that weren't being queried yet. **Key improvements:** - Index building now happens outside of block processing - Two new features added - Multiple bug fixes included - Maintains the same reliable indexing standard This update builds on recent subgraph enhancements, including Dev Mode for faster local testing, Subgraph Composition for modular design, aggregations for analytics, and declarative eth_calls for parallel contract reads. [Release notes](https://github.com/graphprotocol/graph-node/releases#release-v0.45.0)

Uniswap has processed $250 million in stock token volume on Robinhood Chain, marking a milestone for tokenized securities trading. **Key Development:** - Builders can now access this data through Firehose and Substreams tools - The Graph protocol enables streaming and indexing of high-performance blocks, transactions, logs, and traces - Developers can create deterministic datasets for analytics, agents, and dashboards The integration is [live now](https://substreams.dev/chain/robinhood-chain) for developers looking to build on this infrastructure.

Substreams Skills has undergone a significant refactor, introducing 10 specialized capabilities for AI coding assistants. **New capabilities include:** - EVM and Solana blockchain decoding - SQL sinks integration - Hosted and self-managed deployment options - Testing functionality - Full Graph Market API access The updated skills package is compatible with popular AI coding tools including Claude Code, Cursor, and VS Code. Developers can access the refactored skills through the [GitHub repository](http://github.com/streamingfast/substreams-skills). This update builds on Substreams' existing infrastructure for processing real-time blockchain data, extending its functionality to work directly within AI-assisted development environments.

The Graph is sponsoring three prize tracks at the ETHGlobal Lisbon hackathon, totaling $15,000 in rewards. **Prize Categories:** - Best AI Tooling for The Graph - Best AI Use Case of The Graph - Best Use of Standardized Graph Products Developers can build AI agents, MCPs, and SKILLs using live on-chain data from over 15,000 Subgraphs. The 36-hour hackathon takes place at Pavilho Carlos Lopes, with The Graph maintaining an on-site booth. For resources and details: [thegraph.com/blog/hackathon-resources](http://thegraph.com/blog/hackathon-resources/)

**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.