Had a night to stew on the $three situation and it reiterated my thought that it’s complete bs
Look at the product the company is making. It’s actually a really good customer facing product. And it works. You can go use it right now. It’s proven.
This sell off was mass capitulation on a horrible market day that spiral and scared many out of their positions.
But look back at the facts. Look at the partnerships three has. Look at their integrations (anthropic, Google cloud, aws, alibaba)
Look at the listings they got (moonshot, bybit) etc
These didn’t happen for no reason. No offense to goblintown, but go and compare the main X accounts for both products. Compare the engagement and the level of product being built.
Idc if you believe the @IBM partnership is the exact same for both of them (I personally don’t) look at the PRODUCT.
@IBM could most certainly use https://t.co/0HZFDOoEZz tech and integrate it into their products. It’s unique and people love that. People are scared to use AI and don’t know where to start but this 3D avatar model makes it simple. It’s like talking to a little character who has a brain and can talk back.
This went huge on Snapchat and other apps because it puts a personality on a screen for consumers and they like that. It’s basically an NFT for a crypto dude.
Goblintown is just like Claude or codex as far as I can tell. Not really a novel product. I’m sure it has suttle differences but the main concept is not unique.
This mass overreaction will blow over very soon as @nichxbt continues shipping like he has been for the past month on this product.
Yee-haw! We just shipped two new MCP servers and they’re now live in Anthropic’s official MCP Registry.
With the help of @Coinbase, x402 Bazaar can be utilized by your agents to discover, pay for, and call any x402 service in USDC. Settled on-chain 🤠
And hold onto your hats, one of our most requested features just went live.
3D Studio MCP turns text based prompts and images into 3D models. Early access is available right now for developers in the GitHub repo and on NPM, with full launch coming soon to https://t.co/RTUVeYkXko
Give your 3D AI agents some real spendin’ money. All settled on-chain, no middlemen, no funny business.
people thought we were just embedding 3D avatars onto websites
thanks to our partnership with @IBM x @trythreews is about to show the world what happens when you combine AI, crypto rails, and one of the most innovative companies for over a century.
https://t.co/fzWe3P5cfF is already live. more updates to follow from @trythreews + some fun updates from IBM
solana:FeMbDoX7R1Psc4GEcvJdsbNbZA3bfztcyDCatJVJpump building an foundations of investors here at 3m. Useless fud hit it saying it wasn’t real partnership.
People are so wrong it’s strategic partnership with IBM.
Gap filled and now we building the foundation. Eventually jeets gonna fomo this one at 50 mil and beyond.
Onboarding the next millions of developers and users requires a foundation built for absolute scale.
Powered by @Solana and driven by our strategic partnership with @IBM, we are pushing the boundaries of what was thought to be impossible.
We made embedding a persistent, on-chain 3D avatar into any platform as easy as a YouTube link, but that's only half the equation. We gave them autonomous LLM brains, persistent memory, and built-in wallets for true on-chain execution.
The infrastructure is live. Shipping an autonomous agent is now as easy as sending a text, what will you build next?
With @IBM now onboard as a Strategic Partner, this is quickly scaling from a cool developer tool into serious enterprise infrastructure $three @trythreews
We are still interacting with AI like it’s a 1990s text chatroom.
https://t.co/fiDId9LxTg is changing that by building the 3D layer of the internet, turning AI agents into interactive 3D characters right in the browser
Bullish?! $three
Fud on $three was for entry
Look at the difference in replies of goblintown v ibm
Ibm clearly stating goblin town joined the partner plus programme
Whereas for $three which has a strategic partnership with ibm (replied twice& a RT)
Great tech & many partnerships
People fudding $three and miss the part of this: it’s a official strategic partnership.
This is what a strategic partnership is: Long term, mutually beneficial, aligned important business objectives, based on shared resources and two manufacturers share technology and production capabilities to enter new markets.
This is huge. 3D layer of the internet. I’ll just keep bidding before this explode.
> Partnered with @IBM
> Articles published on prominent outlets such as @BusinessInsider and @WSJ.
> Plethora of catalysts yet to come.
Higher.
something I’ve wanted for a while: an AI that isn’t just a text box
so I built https://t.co/fzWe3P5cfF
it lets you create a 3D AI character on-chain that lives in your browser
it can talk, remember you, show emotions, and use different skills. you can even mint it onchain, so it actually belongs to you
it gets its own identity, history, and reputation that no one can take away
most AI today can disappear if the app shuts down
this one is permanent and yours
the future is AI you can see, interact with, and actually own
This dev @nichxbt just built something insane, it turns AI agents into fully rendered 3D avatars you can own, embed, and run anywhere. Fees are directed to him.
https://t.co/p5RYazMlAN
It takes AI beyond chatboxes and gives it a real presence, animated, reactive, and actually usable across apps.
The future of AI is visual, and without a face or body normies won’t integrate it into their daily lives or push it mainstream. Let's support @nichxbt
https://t.co/mDc0Ev4YTy
Kudos to what @nichxbt has done and built and it has indeed gotten recognition from the market, but this animosity just doesn’t make sense to me
Build, really build, and they will come
New Listing on Bybit Alpha: $three!
$three is an AI-powered 3D platform on Solana that allows users to instantly create, customize, and deploy interactive 3D AI agents and virtual identities directly on the blockchain.
Trade now: https://t.co/g0ZZuRi6xk
Join our Affiliate Program to get up to 50% commission: https://t.co/nZqAKF1XTP
#Bybit #NewFinancialPlatform
$THREE has gone from around a $3M market cap to over $16M MC in a relatively short period of time
A lot of people are asking what's happening
But if you look back at the original thesis, this move isn't actually that surprising
1 : Why I Started Paying Attention to $THREE Early
When I first wrote about the project, most of the market was still focused on memecoins
Meanwhile, $THREE was quietly building a real product
My thesis at the time was very simple:
- Real product
- Strong AI Agent narrative
- Consistent development and updates
- Clear long-term potential
These are exactly the types of projects I prefer to watch over tokens that rely purely on hype
2 : The Biggest Catalyst: IBM Partnership
The most important factor behind the recent move is undoubtedly the strategic partnership with IBM
This isn't just another marketing partnership
https://t.co/7jd5IebZLV officially became an IBM Business Partner and gained access to technologies and infrastructure such as :
- IBM watsonx
- Agent Galaxy
- Digital Twin
- Trust Layer
- Oracle Integration
- Hybrid Cloud
For a project building "The 3D Agent Layer of the Internet," this is a major milestone
It significantly increases the project's credibility and opens the door to enterprise AI opportunities rather than remaining limited to the crypto space
3 : KuCoin Alpha & Bybit Rumors
In addition to IBM, the project was recently listed on KuCoin Alpha
This brings :
- Greater visibility
- More liquidity
- Access to a broader investor base
There have also been rumors of a potential Bybit listing
And as we all know, the market loves to price in future expectations before they become reality
4 : Growing Media Attention
Another factor worth mentioning is that the project is no longer being discussed only within crypto circles
$THREE has been featured by :
- Business Insider
- Various technology outlets
- Major crypto media platforms
This allows the narrative to reach a much wider audience
5 : The Narrative Is Bigger Than Most People Think
In my opinion, the market is no longer valuing $THREE as just another AI token
The project now sits at the intersection of several major narratives :
- AI Agents
- On-Chain Identity
- Creator Economy
- Digital Assets
- Enterprise AI Infrastructure
That's a much larger story than a simple AI chatbot token
6 : The Team Keeps Shipping
What makes me even more bullish is that while the market is focused on the IBM partnership and listing news, the team continues to ship new products at a rapid pace
Recently, @trythreews announced :
- Deployment of new MCP Servers
- Integration into Anthropic's official MCP ecosystem
- On-chain payments powered by the x402 standard
- Integration with Coinbase x402 Bazaar
This allows AI agents to search, pay for, and consume services directly using USDC without relying on intermediaries
In other words, they're gradually building an economy for AI agents rather than just another AI chatbot.
On top of that, the team recently teased one of the most requested features from the community :
Turning a simple selfie into a fully functional 3D AI Agent
Users will be able to upload a photo and generate a complete 3D AI avatar that can be embedded into websites with just a few lines of code
According to the team, early access is already available for developers through GitHub and NPM, while the full public release is expected soon
This is exactly what I look for in utility projects :
Not just narrative
Not just partnerships
But consistent product development and ecosystem expansion
7 : Looking Back at the Original Thesis
When I first shared my analysis around the $3M market cap range, not many people were paying attention
Today, the project is trading above $11M MC and continues to attract more attention across the market
The market didn't suddenly wake up overnight
It's simply catching up to the narrative
Sometimes the biggest opportunities are the ones nobody cares about when they're still small
FeMbDoX7R1Psc4GEcvJdsbNbZA3bfztcyDCatJVJpump
DYOR