Case Study: How The Graph Powers Theoriq’s AI Agent Swarms to Reinvent DeFi Liquidity

Theoriq is building a new class of intelligent onchain agents designed to make DeFi smarter, faster, and more efficient. At the heart of its protocol is a decentralized network of AI swarms—coordinated agents that optimize liquidity, reduce risk, and improve capital efficiency. Powered by real-time data from Substreams, Theoriq is setting a new benchmark for automation in decentralized finance.

The Vision: Real-Time AI Coordination

Theoriq’s agents act directly onchain, executing trades, provisioning liquidity, and rebalancing positions based on live market conditions. But for these agents to function autonomously, they need fast, structured data from the chain. That’s where Substreams came in.

“Integrating Substreams into the Theoriq Protocol gives our agents direct access to clean, real-time onchain data—powering their ability to make fast, intelligent financial decisions.” —Ethan Jackson, Co-Founder and Head of Research at Theoriq

The Challenge: Visibility Into Pool State

Theoriq’s first live system, the Onchain Liquidity Provisioning (OLP) Swarm, aimed to optimize Uniswap V3 positions on Base. But early attempts were blocked by a lack of real-time visibility into pool states. Legacy solutions couldn’t decode liquidity events or reflect state changes quickly enough.

Without a performant indexing solution, real-time optimization strategies weren’t just difficult, they were infeasible.

The Solution: Substreams as Real-Time Infrastructure

Substreams, a parallelized streaming engine, provided the backbone Theoriq needed:

  • Live, decoded data from Uniswap V3 on Base
  • Granular event tracking like balance changes, mints, burns, and swaps
  • Direct SQL output feeding Theoriq’s Observer Agent

Inside the Swarm: Observer Agents

The “Observer Agent” consumes Substreams data in real time, triggering downstream actions like LP rebalancing or trade execution. This enabled:

  • Instant reactions to pool activity
  • Dynamic optimization of LP positions
  • Autonomous execution of high-confidence strategies

This architecture gave Theoriq exactly what they needed: a fast, deterministic data layer to anchor their decision-making logic.

Key Results

Substreams didn’t just make the OLP Swarm possible. It laid the groundwork for Theoriq’s future roadmap.

  • Time-to-market for new liquidity pool support went from weeks to days
  • 70% reduction in infrastructure costs
  • 100% data accuracy in PoC testing
  • Lightweight infra footprint to operate real-time agents

Why It Matters

Traditional DeFi tooling can’t match the pace of modern markets. Manual rebalancing and RPC scraping are slow, expensive, and incomplete. Theoriq’s agents bring the intelligence. Substreams bring the infrastructure.

Together, they’re building native, autonomous financial participants that make DeFi liquidity work smarter.

What’s Next

Theoriq is expanding to more liquidity pools and deploying new AI agents using the same Substreams-powered data pipeline. With this modular foundation, new swarms can be launched quickly—fueling rapid experimentation and protocol growth.

Want to build intelligent agents that act on real-time blockchain data?

Get started and stream data at scale with Substreams on The Graph.

About The Graph

The Graph  is the leading indexing and query protocol powering the decentralized internet. Launched in 2018, it has enabled tens of thousands of developers to effortlessly build  Subgraphs  and   Substreams  across countless blockchains, including Ethereum, Solana, Arbitrum, Optimism, Base, Polygon, Celo, Soneium, and Avalanche.

Discover more about how The Graph is shaping the future of decentralized physical infrastructure networks (DePIN) and stay connected with the community. Follow The Graph on  X LinkedIn Instagram Facebook Reddit Farcaster  and  Medium. Join the community on The Graph’s  Telegram, join technical discussions on The Graph’s  Discord.

The Graph Foundation  oversees The Graph Network.  Edge & Node StreamingFast Semiotic Labs GraphOps Pinax   Wonderland  and  Geo  are seven of the many organizations within The Graph ecosystem.


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Published
May 15, 2025

StreamingFast

Edge & Node

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