The Graph’s 2026 Technical Roadmap marks a transition from a single-purpose indexing network into a modular, multi-service data layer for the onchain economy. As blockchain adoption accelerates and use cases diversify, the demand for blockchain data has splintered across speed, format, reliability, and compliance requirements.
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Developers building real-time applications need low-latency streaming. Analysts and institutions require SQL-native access across chains. AI agents need standardized, permissionless APIs with automated payments. Enterprises demand auditability, reliability, and compliance support. No single indexing model can serve all of these needs.
With the launch of Horizon in December 2025, The Graph laid the foundation for this evolution—re-architecting the protocol into a modular platform capable of supporting multiple specialized data services within a unified economic and security framework.
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This roadmap outlines how that foundation expands in 2026 across three tightly linked layers:
Protocol Layer – the permissionless infrastructure that secures, coordinates, and pays for data services
Product Layer – specialized data services built for distinct market needs
Economic Layer – incentive mechanisms that sustain long-term network growth and value accrual
A second blog will follow, detailing the Foundation’s strategic and ecosystem initiatives supporting execution of this roadmap.
1. Protocol Layer: The Foundation
Horizon transforms The Graph from a Subgraph-only network into a shared coordination layer for diverse blockchain data services. Instead of each service building isolated economics and security, Horizon provides common infrastructure that scales horizontally.
Three protocol-level primitives make this possible:
Shared staking security that extends economic guarantees to any data service
Unified payments across all services, creating a single economic layer
Permissionless service integration, allowing new data providers to plug into an existing decentralized network
This design enables new services to launch faster, reuse proven infrastructure, and inherit decentralization guarantees—without fragmenting incentives or liquidity.
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2. Product Layer: Purpose-Built Data Services
Rather than forcing every user into one abstraction, The Graph’s product strategy embraces specialization. Each service targets a distinct segment, matures independently, and progressively integrates into the protocol via Horizon.
Subgraphs: The Core Standard Evolves
Subgraphs remain foundational, powering thousands of production applications. In 2026, focus shifts toward:
Better economics for smaller teams through REO and Indexing Payments
Network-first chain integrations to improve decentralization
AI-native access, enabling natural language queries and agent-to-agent workflows
Subgraphs become directly consumable by AI tools like ChatGPT, Claude, and Cursor, with autonomous per-query payments enabled via x402—no API keys required.
JSON-RPC Data Service: Completing the Stack
Developers increasingly expect unified infrastructure that supports both indexed queries and core blockchain read/write operations.
Rather than prescribing a single implementation, The Graph roadmap explores experimental JSON-RPC services aligned with Horizon’s security and payment model—allowing RPC providers to coordinate within the network while improving developer UX.
Substreams: High-Performance Data Streaming
Substreams serves teams that require real-time, low-latency blockchain data at scale—DeFi protocols, DePIN networks, AI infrastructure, and institutions.
2026 priorities include:
Expanded execution client support
Reduced latency and broader chain coverage
Progressive decentralization via Horizon
Proof-of-work standards that align rewards with delivered value
Substreams evolves from a powerful product into a permissionless, protocol-native data service.
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Token API: Standardized Asset Intelligence
Many applications need the same data: balances, prices, transfers, swaps, NFTs. Token API provides pre-indexed, production-ready access to this standardized data across chains—without requiring custom indexing.
Built on Substreams, Token API scales to support wallets, explorers, marketplaces, and analytics platforms with minimal overhead.
Tycho: Real-Time Onchain Liquidity
Tycho brings live DEX liquidity data into a single streaming interface—tracking price changes, pool states, and liquidity shifts across chains.
Instead of forcing teams to run nodes or decode protocol logic, Tycho abstracts complexity and delivers:
Reorg-safe updates
Cross-chain liquidity visibility
Faster execution for solvers and trading systems
Tycho lowers the barrier to high-quality liquidity data, unlocking deeper markets and better execution.
Amp: Institutional-Grade Blockchain Data
Amp introduces a blockchain-native, SQL-first data platform designed for institutional scale.
Rather than relying on brittle RPC pipelines and offchain ETL systems, Amp transforms raw onchain activity into verifiable, audit-ready intelligence—with lineage, provenance, and real-time query support across chains.
Amp positions The Graph as infrastructure not just for developers, but for payments, treasury management, compliance, analytics, and AI-driven financial workflows.
3. Economic Layer: Long-Term Sustainability
The Graph operates as a two-sided market connecting data providers and data consumers. Historically, supply scaled faster than demand. Horizon changes that dynamic.
By unlocking new services and larger markets—AI agents, analysts, institutions, enterprises—the protocol expands demand while reinforcing supply-side incentives.
The value flywheel is straightforward:
More data services → more queries
More queries → more fees
More fees → more GRT burns and staking demand
More staking → stronger security and reliability
Key economic upgrades include:
REO to ensure rewards track real work, not passive capital
Indexer Payments (DIPs) for flexible, service-specific incentives
Cross-chain GRT expansion via CCIP
Liquid staking to improve capital efficiency and accessibility
These mechanisms align infrastructure providers, users, and token holders around sustainable growth.
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The Path Forward
The Graph enters 2026 as battle-tested infrastructure, evolving to meet the reality that different users need different ways to access blockchain data.
Horizon enables this flexibility without sacrificing decentralization. Specialized data services can innovate quickly, integrate safely, and scale within a shared protocol.
As adoption grows, The Graph’s multi-service model positions it as a foundational data layer for developers, AI agents, analysts, and institutions alike—powering the next phase of the onchain economy.
Stay tuned as the roadmap unfolds.
