GM. This is Milk Road Degen, the newsletter that’s more resilient than a Virtuals token in a bear market.

Here’s what we got for you today:

• ✍️ Adaptability wins the next wave

• 🎙️ Milk Road Degen Daily Live Show: Are The Trenches Dead?

• 🍪 Megalio mint drops Saturday for MegaETH fans

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ADAPTABILITY WINS THE NEXT WAVE 🌊 

It all started as a crusty little site with Comic Sans vibes…

But since late 2024, Virtuals has come to define the AI boom.

After a near-death experience last winter, the platform has made an unlikely comeback with their Virgen Points programs.

• They got builders to show up. 

• Traders returned. They aped.

• The team shipped.

Virtuals was back, baby.

But two months in, on the heels of launching an agent supported by the Ethereum Foundation, it's looking like Genesis launches may be cooked:

Which is normal. No meta lasts forever. 

But it ain’t game over for Virtuals. Not even close.

The platform is on the heels of yet another adaptation, this time by launching ACP (Agent Commerce Protocol), a fancy new system where agents will work together.

So how do we pick winners to ride this next wave?

By picking projects that will do the hard work for us.

Today we cover:

• $AXR: The investooor

• $VADER: The emotional VC

• $TRUST: The smart trader

$AXR: The investooor

Axelrod is the flagship AI agent from AIxVC, an “onchain hedge fund manager”.

It’s not live yet, but the idea is clean: feed Axelrod your stablecoins, and he allocates across spot, yield, and perps via a network of AI agents.

It’s basically risk-adjusted, emotion-free portfolio management.

Why I’m bullish:

• Airdrop already sent to testers + early users

• Staking live with real yield

• Parent project AIxVC has no token yet 👀

• #7 by Market Cap on Virtuals, and #1 among Genesis tokens

• Connected to Hyperliquid + Trust Me Bros

• A very clear bet on onchain fund automation

How I’m playing it:

Virtuals as an ecosystem bounces all over the place. There could be entries on the -20% days, but there could ALSO be an entry when the agent finally goes live (and people sell the news). One to watch.

How to buy:

• EVM Wallet (Metamask / Rabby)

• Virtuals site for AXR

X account: @AIxVC_Axelrod

ADAPTABILITY WINS THE NEXT WAVE (P2) 🌊

$VADER: The emotional VC

One-man army. First to ship. Still here. 

This dude is a wrecking ball who has played a vital role at each Virtuals turn. He created the first VC fund back in November, and now spits alpha calls daily.

Plus, staking the $VADER token + “yapping” about it earns way more points than basically any other agent on the platform. This dude is well connected. 

The founder even got people to lock their tokens for a full year. That’s conviction (or madness).

Why I’m bullish:

• Hyper-loyal community + strong brand

• High upside if Virtuals revives again

• The dev is young and emotional, which is actually bullish in this space

How I’m playing it:

This is your “big cap” bet in the Virtuals economy that isn’t a purple frog. If Virtuals goes, Vader leads.

In the meantime, we could see more opportunities to accumulate, despite the clear recent uptrend.

How to buy:

• EVM Wallet (Metamask / Rabby)

• Virtuals Site for VADER

X account: @Vader_AI_

$TRUST: The smart trader

$TRUST is the OG utility token from Degen Ape Trader (DAT), who’s been shipping consistently since December. Originally tied to a Hyperliquid bot + Telegram alpha group, the token granted tiered access.

Like all good traders, DAT pivoted with the Virtuals ecosystem like a pro.

Most recently, he built TrustSwap, a tool that let users claim their Genesis tokens before the Virtuals UI allowed it (a huge advantage for sharps).

Why I’m bullish:

• Strong run during the first Virtuals run

• OG builder with real community loyalty

• Never cracked $30M Market Cap. Doesn’t feel right.

• Future token utility is unclear, but the energy is there.

How I’m playing it:

May never reclaim its $30M ATH, but with this kind of volume and dev energy, $TRUST could absolutely make another run. DAT is not going to just go quietly into the night.

How to buy:

• EVM Wallet (Metamask / Rabby)

• Virtuals Site for TRUST

X Account: @Trustme_bros

Wrapping up

Virtuals is wobbling, but it’s not dead. Not even close.

There’s too much builder energy here. Too many smart tools. Too many serious people working through the noise.

But we might make it by farming Genesis launches through the summer. There will be some bangers, but the next chapter is nigh.

Adaptability is the meta now.

And these are the teams playing to win it.

See you in the trenches.

P.S. - This dude ranked the top hedge funds on Virtuals. And the top two look familiar 👀

THE MILKOVER 🥛

In 2009, a wolfpack took Vegas.

They were supposed to have a quiet night. Instead, they woke up with a baby, a tiger, and had to go on a $82,000 blackjack heater just to make it home.

Now it’s crypto’s turn.

For the first time ever, Crypto, Degen, and Macro are teaming up under one subscription: PRO All Access.

🥛 Crypto PRO is weird but brilliant. He’s got the charts, the indicators, the full portfolio breakdown. You think he’s just quoting Rain Man… then he nails the market top down to the hour.

👶 Degen PRO is pure chaos. No rules. No pants. Just a gut feeling about a cat coin that might 100x by Tuesday. You don’t know if he’s genius or insane, and that’s why you follow.

🧠 Macro PRO is the steady hand. The “let’s think this through” guy. Until he blacked out and married inflation. Now he’s the reason you understand global markets before they move.

😎 PRO All Access? He’s the glue guy. Cool, confident, bringing the whole operation together so no one gets left on the roof. He’s launching the biggest Milk Road play yet:

• One subscription.

• 3 PRO plans.

• Crypto, Degen, Macro.

When it launches on July 1st it’ll be $100/month or $1,000/year. But this weekend you can lock it in for just $25/month, $250/year.

One shot to get the full crew at the best price it’ll ever be.

Don’t wake up July 1st with regrets, a missing tooth and a price hike.

Upgrade to a Crypto PRO Subscription today and get automatically upgraded to PRO All Access on July 1st.

BITE-SIZED COOKIES FOR THE ROAD 🍪

Yuga Labs attempts yet another comeback with ‘Bathroom Blitz’. It is an 8v8 deathmatch game in The Otherside, alongside a big event and a new persistent experience called ‘Otherside Outbreak’.

The Megalio mint drops this Saturday for MegaETH enthusiasts. The 4,444 NFT collection launches at 11 AM EST for 0.025 ETH.

Virtuals just passed $8B in volume on Aerodrome alone. This milestone more than doubles 2024’s total volume, showing strong growth fueled by new features and an active community.

MILKY MEME 🤣

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ROADIE REVIEW OF THE DAY 🥛