GRT The Graph : Bullish and Bearish Analyst Opinions

When discussing how to verify agent quality and prevent fraud (Sybil attacks), David mentions "people are using subgraphs" and "a project in the Graph ecosystem" to build "watchtowers" that measure agent latency and quality. AI Agents generate too much data for humans to audit manually. "Watchtowers" (automated auditors) are required infrastructure. These watchtowers rely on indexing protocols to query on-chain data efficiently. The Graph (GRT) is the fundamental indexing layer for this data. More agents = more data queries = higher demand for GRT. LONG. This is a "pick and shovel" play on AI data infrastructure. Competitors in the data availability or indexing space could erode market share; agents might optimize for off-chain data storage to save costs.