StreamingFast

StreamingFast is a blockchain data infrastructure company. Its core products are Firehose (a data extraction layer) and Substreams (a streaming processing engine), designed to replace traditional RPC node queries with a file-based, parallelized architecture.

Market pain points: Traditional RPC queries are slow and inefficient for large-scale data retrieval; developers building custom indexers must handle node synchronization, data storage, and API maintenance, which is costly and complex.

Solution: Firehose extracts blockchain data into flat files, enabling parallel processing across multiple machines. Substreams allows developers to write Rust modules that process this data in a streaming fashion, with results reusable by other teams. This reduces indexing time from days to minutes and cuts infrastructure costs.

Core competitiveness: Parallel processing capability (orders of magnitude faster than RPC), modular component reuse (stackable like LEGO blocks), and support for sinking processed data to multiple destinations (PostgreSQL, MongoDB, Kafka, etc.).

Recent developments (Feb-Aug 2026): Focus shifted to AI agent integration. The substreams.dev registry now publishes a full OpenAPI specification, enabling AI coding agents to search and retrieve Substreams packages programmatically. Nine 'Substreams Skills' knowledge packs were released for AI assistants (Claude, Cursor, VS Code), covering development, deployment, and testing workflows. The Graph Market API now supports agentic access, allowing AI agents to check usage, manage API keys, and monitor sink deployments without human dashboard interaction.

No major negative events were reported in the past two years, though the company's technology requires significant Rust expertise, which may limit adoption among less technical teams.