DOT vs GRT
Polkadot and The Graph scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.
Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.
What separates them
DOT scores 103 of 250 and ranks 124th of 251. GRT scores 121 and ranks 63rd. GRT leads by 18 points, which is a real gap, though small enough that one variable moving would close much of it. DOT takes 3 of the 25 variables, GRT takes 14, and 8 are level.
The framework rates DOT WATCH and GRT CAUTIOUS HOLD. Two tokens close enough to compare do not have to land in the same band, and where they do not, the divergence table below is where the split comes from.
One variable separates them by 3 points or more. GRT is clear on Market Share (6 against 3).
Both score 3 or below on Buyback and Burn, BTC Alpha Potential. A weakness both sides share is not a reason to prefer either. It is a reason to check whether the category itself carries the problem.
DOT is valued at $1.88B against $297.6M for GRT, a 6.3x difference. The smaller of the two scores higher on fundamentals, which is the disagreement worth understanding before either position is taken.
All 25 variables, head to head
Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.
Cash flow
| Protocol Revenue | 3 | 5 | GRT +2 | |
| Revenue Trend | 3 | 5 | GRT +2 | |
| P/S Multiple | 3 | 4 | GRT +1 | |
| Real Staking Yield | 7 | 5 | DOT +2 |
Supply
| Supply Inflation | 2 | 4 | GRT +2 | |
| Vesting Schedule | 5 | 5 | level | |
| Circulating / FDV Ratio | 7 | 7 | level | |
| Buyback and Burn | 1 | 3 | GRT +2 |
Ownership
| Smart Money Flows | 3 | 4 | GRT +1 | |
| Insider Selling | 5 | 5 | level | |
| Holder Concentration | 5 | 5 | level |
Traction
| TVL Trend | 3 | 4 | GRT +1 | |
| Active Users | 4 | 5 | GRT +1 | |
| Developer Activity | 4 | 6 | GRT +2 | |
| Network Growth | 3 | 5 | GRT +2 |
Position
| Market Share | 3 | 6 | GRT +3 | |
| Competitive Moat | 4 | 5 | GRT +1 | |
| Institutional Adoption | 4 | 5 | GRT +1 | |
| Exchange Depth | 7 | 6 | DOT +1 | |
| Social Mindshare | 4 | 4 | level |
Risk
| Regulatory Safety | 7 | 7 | level | |
| Catalyst Calendar | 4 | 4 | level | |
| BTC Alpha Potential | 2 | 1 | DOT +1 | |
| Team Execution | 4 | 5 | GRT +1 | |
| Treasury Runway | 6 | 6 | level |
Bars read outward from the centre: DOT to the left, GRT to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.
Market and supply
| DOT | GRT | |
|---|---|---|
| Price | $1.10 | $0.0272 |
| Market cap | $1.88B | $297.6M |
| Circulating | 81.3% | 94.2% |
| Dilution to full supply | 1.23x | 1.06x |
| Off all-time high | -98% | -99.04% |
| To recover the high | 50x | 104.2x |
| Total value locked | $220.0M | not published |
| Network | Polkadot | Ethereum |
Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.
Catalyst and risk on each side
DOT · WATCH
JAM (Join-Accumulate Machine) upgrade modernizing parachain architecture
Parachain auctions discontinued; network fragmented; lost developer mindshare to Cosmos and Solana
GRT · CAUTIOUS HOLD
GRT as default indexing layer for AI agents querying blockchain data; Arbitrum and L2 growth
Continuous token inflation from indexer/curator rewards; 99% down from ATH; query fees growing slowly vs token emissions
Common questions
- Is DOT or GRT the better investment?
- On this framework GRT scores higher: 121 against 103 of 250, and it is rated CAUTIOUS HOLD against WATCH. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and DOT still wins 3 of the 25 individual variables against GRT.
- What is the biggest difference between DOT and GRT?
- Market Share. DOT scores 3 of 10 there and GRT scores 6, a gap of 3 points on a single variable.
- Which is bigger, DOT or GRT?
- DOT is valued at $1.88B and GRT at $297.6M on the latest market snapshot.
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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.