$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
@tanjirocrypto@trythreews $THREE - Let's not forget the $IBM partnership.
CA: FeMbDoX7R1Psc4GEcvJdsbNbZA3bfztcyDCatJVJpump
Created by @nichxbt@trythreews turns AI agents into fully rendered 3D avatars that can be owned, embedded, and deployed across different applications.
We need to put one 3D AI assistant with this quality on
$TSLA
!!
@elonmusk
can we try that on the cars to make companions more "human" in long trips in the US ?
@POTUS@solana@trythreews@nich
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?
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?
We just shipped the 3D layer for the internet🧊
Drop one <agent-3d> web component on your site and give🫵AI
🧠 LLM brain with memory & emotions
🧗♂️ Physical DOM awareness (watch it hop across cards)
🙈 Cover its eyes when you type a password
🛂 An on-chain identity that lives forever
🤦♂️ React in real-time to form errors and 404 pages
💰 Native @Solana wallet
🧾 @Pumpfun agent payments + trading skills
Stop building boring websites. Bring your AI to life 👇
🎉 @GoogleCloud x https://t.co/RTUVeYlv9W
We are excited to announce we are joining forces with Google Cloud!
Google Cloud's infrastructure unlocks the next phase of https://t.co/RTUVeYlv9W development.
Google Cloud enables us to dramatically expand our 3D rendering infrastructure, producing higher-fidelity 3D models that allow us to meet and exceed our product roadmap objectives while transcending the constraints of traditional dimensional workflows.
Low-latency networking via Google Cloud means users worldwide access https://t.co/RTUVeYlv9W instantly, regardless of location or language.
The same infrastructure powering Coinbase, BNB Chain, and Solana now backs part of us. Growing https://t.co/RTUVeYlv9W and making $three a household name.
Quick update on what we’re doing while @nichxbt is building!
We’re working on CoinGecko and CoinMarketCap listings to improve visibility.
Waiting for jup verification to come through too
more updates soon as we keep pushing forward
The future of AI is visual, and most people are still stuck thinking in chatboxes.
This is the kind of infrastructure that actually pushes AI toward mainstream adoption.
Early. $three