GM. This is Milk Road Degen, the newsletter that sees AI tokens the way your gym bro sees creatine: essential, overhyped, and somehow still delivering results.
Here’s what we got for you today:
- ✍️ I want to top blast these tokens so bad
- 🎙️ Milk Road Degen Podcast: Who Will Control Solana Memecoins: PumpFun or Bonk? w/ Clemente
- 🍪 Galaxy, Jump, and Multicoin are raising $1B for the largest Solana treasury
$FUN is one of the leading tokens in Web3 gaming. Discover how it’s powering the next wave of innovation.
Prices as of 8:00 AM ET.
I WANT TO TOP BLAST THESE TOKENS SO BAD (P1)
Yo yo what up Degen,
A few weeks back I wrote about AI tokens and how DeFAI might make a comeback.
I’ve also been casually dropping hints about AI in past newsletters and even called one out directly in the Degen PRO Discord last month. That one’s now a clean 2x. (Hint: a sports betting agent.)
And this weekend, while building my weekly watchlist, I noticed something wild: every token I flagged was AI-based.
Not memes. Not Kanye. Not random alts. Not even Solana.
Just AI.
So let’s dig in.
We cracked the AI code
Just like we figured out the Base playbook (ex-Coinbase devs = bullish = buy long-term dips), there’s a pattern with AI tokens too.
The move is to target projects that:
- Launched with massive hype.
- Lost steam when they couldn’t hold market share.
- Come roaring back once they launch a new feature or product.
This strategy works short and long term. And I’ve got three tokens that fit the mold right now.
Only problem: by the time I finished writing this last night, all three were already up 20–30 percent. Yikes. So the real question is: do we buy retraces or did we miss the move?
Let’s take a look.
$PROMPT - The beast has awakened
Prompt is the token for Wayfinder, a very slick AI platform from the Parallel team (a massive web3 game). The irony? Their AI whitepaper dropped in April 2024, long before crypto x AI was hot.
Everyone tried to farm it at launch - locking $PRIME tokens and grinding social tasks - but momentum fizzled.
Now? The alpha version is live and this thing is flying.
The bullish case
- AI is a crowded field, but these guys have momentum and a decent piece of tech.
- Subscription is only $18/month and must be paid in their token.
- After checking it out for a few minutes I will say it seems to work quite well. It features 4 different chat bot agents that do the trading part for you - prediction markets, perps on Hyperliquid, regular transactions, etc. Very similar to $BNKR, but somewhat more advanced and much more polished. Full details here.
My trading strategy
- We flagged this in the Degen PRO chat a few weeks ago but I missed the launch. That was a 3x. Brutal.
- I want to see a retrace and strength hold before entering. Resistance is clear at $50M and $72M.
- I don’t like top blasting, so patience here.
How to buy
- Buy on Definitive (use my referral code!)
- Note: The token trades on Base and Mainnet.
- CA: 0x30c7235866872213F68cb1F08c37Cb9eCCB93452
BIG BET ON $FUN
You know a project’s doing well when it doubles down on its own ecosystem.
That’s exactly what’s happening with a gaming token: $FUN.
The FUN100x Foundation just committed $10M to supercharge the FunToken ecosystem.
Here’s what you should know about the $FUN token:
- A leading token in Web3 gaming
- Set to be integrated into 40+ upcoming games in 2025
- Listed on Binance, HTX and Poloniex
With $10M behind it, $FUN is primed to level up.
Learn how $FUN is powering the next wave of Web3 gaming.
I WANT TO TOP BLAST THESE TOKENS SO BAD (P2)
$CAESAR - Great tech, wrong chain
This was a massive launch last week, which I covered in Friday’s PRO Report. It’s already up 30 percent since.
I currently pay $200/month for AIXBT as a research tool. Caesar’s reports are cleaner, faster, and more actionable. Honestly, I’d use this.
The bullish case
- Just announced a partnership with Messari, a top intelligence platform in the space
- Beta access for 10k tokens launching this week at only $270, so could see a rush of people locking tokens to get lifetime access
- Solana desperately needs a legit AI winner and Caesar has the setup.
My trading strategy
I’m buying a bag for terminal access. Will add more on a pullback to $25M or $22.5M caps if this thing shows some strength.
How to buy
- Buy it on Axiom (use my referral code)
- Ca: G4uJcvo5UAJ3fU1gj96e5DjBJU2RDDPx9Txzbjw6Y3LA
$BID - Massive R/R play
I’ve always been skeptical of Creator Bid. The site looks childish, the AI art feels hokey.
But a ton of trusted alpha callers are bullish, and this weekend it finally broke out of its downtrend.
Creator Bid is basically Virtuals at 1/100th the valuation. Strong team, solid fundamentals, and they’ve started incorporating Bittensor-backed agents - a codebase with serious traction.
The bullish case
- Virtuals’ third act is sputtering. Rotation into new platforms could be huge.
- $DKING is migrating and launching a vault here - expect attention.
- Big alpha callers like 100xDarren are pounding the table.
- Ecosystem feels overlooked.
So not only do I want to buy $BID, but I want to buy actual agents that could pop. The question is, what might those be? That's the game.
My trading strategy
- This is a breakout. I expect a retest and will bid around $22M.
- I’d also stake $BID to get access to new launches.
- Still cautious - maybe it’s underhyped for a reason.
How to buy
- Buy on Definitive (use my referral code!)
- Note: The token trades on Base and BNB.
- CA: 0xa1832f7F4e534aE557f9B5AB76dE54B1873e498B
Wrapping up
AI tokens aren’t just “back”. They’re everywhere. And if this past week taught me anything, it’s that ignoring them means missing real runs.
$PROMPT is polished and picking up steam.
$CAESAR has the best product-market fit on Solana I’ve seen in a while.
$BID could be the dark horse that catches the next rotation.
I don’t like top blasting, but I also don’t want to fade this wave. Entries matter, stop losses matter more, but the trend here is obvious.
The question isn’t if AI runs again. It’s how hard.
IT’S LIVE 🥛
Over the past few months we’ve been stacking launches like they’re memecoins:
- We launched this newsletter
- And Milk Road Macro
- And Degen PRO
- And Macro PRO
- And PRO All Access
And now, our new website. Rebuilt from the ground up.
Cleaner UX. Faster navigation. Fully customisable feed.
Essentially: the smoothest ride a degen’s ever had.
And to celebrate, Degen PRO and PRO All Access are both 25% off this week! But you’ve gotta lock it in before midnight Wednesday.
BITE-SIZED COOKIES FOR THE ROAD 🍪
Galaxy, Jump, and Multicoin want to raise $1B to build the biggest Solana treasury ever. Backed by Solana Foundation and led by Cantor Fitzgerald, the plan involves buying a public company and launching a SOL fund in September.
The Heaven team just locked up all their $LIGHT tokens for a full year. That one‑year cliff vesting move swaps the old drip‑release model for a mega lock‑up, aligning team incentives long‑term and cutting short‑term sell‑pressure on $LIGHT.
IRS’s crypto boss just rage-quit after three months on the job. With new tax rules dropping soon and no one at the helm, the IRS’s crypto game is looking shaky af.
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