1.27 TRILLION queries and The Graph is just getting started. Nick Hansen at Consensus 2026

The Graph has processed 1.27 trillion queries and most builders still treat it as a subgraph indexer. After the Horizon upgrade, that's not what it is anymore.

Nick Hansen, Team Lead at The Graph Foundation, joins us live from Consensus Miami 2026 to break down what The Graph has become: a modular, multi-service data backbone targeting the $47 billion agentic AI economy. The December 2025 Horizon upgrade didn't just improve the protocol — it transformed it. Six new data services are now live or in deployment: Subgraphs, Substreams, Token API, Tycho for DeFi solvers, Amp for institutions, and JSON-RPC. We get into how AI agents will query The Graph and pay per-query with no API keys, why record usage hasn't translated to GRT price performance, and what the missing ingredient is to kick the economic flywheel into gear.

🔗 https://thegraph.com


Timestamps:
0:00 Nick Hansen | The Graph at Consensus Miami
1:24 Silent but Deadly Infrastructure
2:38 What Data Institutions Actually Need
4:45 Decentralization vs. Institutional Demand
7:43 The Graph Roadmap | Marketplace Model
9:39 RWAs, Stablecoins and the DTCC Announcement
13:12 AI Agents and the Agentic Economy
17:09 Blockchain and AI Were Made for Each Other

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