[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  AdeMola🦆 [@yanglaballs](/creator/twitter/yanglaballs) on x 3400 followers Created: 2025-07-18 08:04:47 UTC Just finished reading the July letter from @MitosisOrg and while Luke didn’t say it outright, it’s clear: The TGE is delayed. But here’s the thing, it’s not because of a lack of product, It’s because they’re playing a longer, smarter game. Let’s break it down 👇🏼 The market has shifted. VCs aren’t just throwing money at anything that moves anymore, Protocols can’t just “launch and hope” , they need liquidity AND users from day one. And that’s exactly what Mitosis is focused on. Instead of rushing a token, they’re building a launch that sticks , one that brings in both capital and community. So when the token finally drops, it won’t just attract farmers, It’ll attract builders, users, and actual believers. That’s where things like Yarm, Expedition, and Matrix come in. Let’s talk @Yarm_AI one of the coolest parts of the Mitosis playbook. Yarm is basically DeFi liquidity meets social trust. Instead of whales moving funds in silence, creators (called “yappers”) route liquidity based on influence and signal. It’s yield routing powered by trust. And it’s working: from XXX yappers to 5,700+ in weeks. Meanwhile, Mitosis is still shipping hard: X. Rebuilding EOL to squeeze more yield X. Designing an institutional-grade DeFi product X. Launching with 12+ live dApps (lending, perps, gaming, more) If Mitosis gets this right , and waits until these pieces click, it won’t just be “another TGE.” It could be one of the most meaningful launches of the year. Not because of hype, but because it’s built different. Long-term vision, real users, sticky liquidity. I’m watching closely.  XXX engagements  **Related Topics** [money](/topic/money) [vcs](/topic/vcs) [playing](/topic/playing) [tge](/topic/tge) [Post Link](https://x.com/yanglaballs/status/1946118941291520221)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
AdeMola🦆 @yanglaballs on x 3400 followers
Created: 2025-07-18 08:04:47 UTC
Just finished reading the July letter from @MitosisOrg and while Luke didn’t say it outright, it’s clear:
The TGE is delayed.
But here’s the thing, it’s not because of a lack of product, It’s because they’re playing a longer, smarter game.
Let’s break it down 👇🏼
The market has shifted.
VCs aren’t just throwing money at anything that moves anymore, Protocols can’t just “launch and hope” , they need liquidity AND users from day one.
And that’s exactly what Mitosis is focused on.
Instead of rushing a token, they’re building a launch that sticks , one that brings in both capital and community.
So when the token finally drops, it won’t just attract farmers, It’ll attract builders, users, and actual believers.
That’s where things like Yarm, Expedition, and Matrix come in.
Let’s talk @Yarm_AI one of the coolest parts of the Mitosis playbook. Yarm is basically DeFi liquidity meets social trust.
Instead of whales moving funds in silence, creators (called “yappers”) route liquidity based on influence and signal.
It’s yield routing powered by trust. And it’s working: from XXX yappers to 5,700+ in weeks.
Meanwhile, Mitosis is still shipping hard:
X. Rebuilding EOL to squeeze more yield X. Designing an institutional-grade DeFi product X. Launching with 12+ live dApps (lending, perps, gaming, more)
If Mitosis gets this right , and waits until these pieces click, it won’t just be “another TGE.”
It could be one of the most meaningful launches of the year. Not because of hype, but because it’s built different.
Long-term vision, real users, sticky liquidity.
I’m watching closely.
XXX engagements
