Rezolve's Subsquid Acquisition: Building the AWS of AI-Driven Commerce

Rezolve Ai (NASDAQ: RZLV) has acquired Subsquid, a decentralized blockchain data platform, marking a strategic expansion into Web3 infrastructure and AI-driven commerce. The acquisition, announced on October 9, 2025, integrates Subsquid's data layer with Rezolve's existing digital-asset payment solutions and AI capabilities, positioning the firm to unify autonomous commerce infrastructure. Subsquid's SQD utility token will undergo a rebranding process following regulatory approvals, aligning with Rezolve's broader AI-commerce ecosystem.

Subsquid operates one of the largest decentralized data networks, with over 2,500 active nodes managing 2.1 petabytes of blockchain data and processing 5 million daily queries. The platform supports more than 150 blockchain projects, including DeFi protocols with over $15 billion in combined Total Value Locked (TVL). Key partners such as Deutsche Telekom and PancakeSwap rely on Subsquid's infrastructure to power analytics, decentralized finance, and AI applications. The acquisition complements Rezolve's recent purchase of Brazil-based Smartpay, a digital-asset payments company, to create a three-layered architecture for agentic commerce: Subsquid for data, Smartpay for payments, and Rezolve's brainpowa LLM for AI-driven intelligence.

The SQD token, currently listed on major exchanges like Coinbase, Binance, and Crypto.com, will be rebranded to reflect Rezolve's expanded AI-commerce vision. Rezolve has committed to acquiring SQD tokens equivalent to at least 1% of its annual revenues annually, subject to market conditions. This treasury strategy aims to align long-term incentives with ecosystem growth and stabilize the token's utility in decentralized data access. Marcel Fohrmann, Subsquid's founder, emphasized the platform's role in removing barriers to blockchain data, stating that the partnership will accelerate its mission to enable real-time data access for AI systems and enterprises.

Technical benchmarks highlight Subsquid's performance advantages, with its indexing engine demonstrating 2,000× faster disaster recovery and 2× faster real-time indexing compared to competitors like The Graph. These capabilities reduce infrastructure costs and improve data freshness for AI-driven enterprises, supporting Rezolve's Brain Suite architecture. The integration is expected to enhance predictive analytics, personalization, and transaction intelligence across retail and financial sectors.

Rezolve's CEO, Daniel M. Wagner, likened the acquisition to foundational infrastructure milestones in tech history, such as Oracle's dominance in databases and AWS in cloud computing. By combining enterprise-grade AI with decentralized data and payment rails, Rezolve aims to bridge traditional finance and Web3, enabling real-time, transparent commerce at scale. The company's market capitalization currently stands at $1.88 billion, with revenue growth exceeding 300% in the past year.

Analysts note that the acquisition aligns with growing demand for decentralized data infrastructure, a critical enabler for AI-driven applications. Benchmark testing underscores Subsquid's efficiency gains, translating into lower costs and faster deployment for AI enterprises. Rezolve's strategic treasury position in SQD tokens further signals confidence in the token's role as a catalyst for agentic commerce, linking institutional adoption with Web3 innovation.

The rebranding process for the SQD token will proceed after regulatory and exchange approvals, with no immediate changes to its current trading status. Rezolve's press release includes forward-looking statements subject to risks, including regulatory uncertainties and market volatility.

Source: [1] Rezolve Ai Acquires Subsquid: Building the Data and (https://www.globenewswire.com/news-release/2025/10/09/3164101/0/en/Rezolve-Ai-Acquires-Subsquid-Building-the-Data-and-Payments-Backbone-for-the-AI-Economy.html)

[2] Rezolve Ai Acquires Subsquid: Building the Data and Payments ... (https://rezolve.com/press-releases/rezolve-ai-acquires-subsquid-building-the-data-and-payments-backbone-for-the-ai-economy/)

[3] Rezolve acquires blockchain data platform Subsquid in AI ... (https://www.investing.com/news/company-news/rezolve-acquires-blockchain-data-platform-subsquid-in-ai-commerce-push-93CH-4279417)