Small-cap investing | Concentrated bets | Immutable-markets guy
Joined August 2025
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The first permissionless spot/margin trading protocol is about to change DeFi.
OMM (long/short AMM) has permissionless composability and aims to be a foundational layer.
Research @Nemesisdottrade / base:0xb235cf255b48500df4459475e054e7beb25cb772 at 400k marketcap.
long story short about my base:0xb235cf255b48500df4459475e054e7beb25cb772 conviction
I tried to find options to express my trades many times to say i want to short sol against eth. or near against zec or vice versa. its not possible or very hard. there are some complicated ways via pear trade but its not exact exposure and very limited.
you guys have slight idea about this potential, and this is just a minor usecase of nemesis protocol. any new token will have much more rev and action when putting their LP on nemesis.
its trader galore for every new token inventented by humans or agents. there are so many cases where nemesis will provide infra. it's the future of onchain markets and easy permissionless pairs/markets with leverage completely change the game.
it's time to get excited because launch will be soon and it's not without big partners.
I rest my case.
long live on-chain markets to the fullest. we are here from the beginning.
"The game of speculation is the most uniformly fascinating game in the world. But it is not a game for the stupid, the mentally lazy, the person of inferior emotional balance, or for the get-rich-quick adventurer. They will die poor."
do you remember these 400% moves and then another 400% move. i do and it will be base:0xb235cf255b48500df4459475e054e7beb25cb772 and you won't believe why.
Exit Liquidity Capital retweeted
Most investors are horrified by:
The smaller the better.
The more illiquid the better.
The less institutionally owned the better.
The more misunderstood the better.
The less talked about the better.
You make the most money by driving through the fears of other investors.
after a 25% price increase of base:0xb235cf255b48500df4459475e054e7beb25cb772 today we are still early into the thesis, but not for long.
I expect development updates in next days. launch is imminent.
Leverage any token against any token. Understand this.
I look for 100x fundamental plays.
$NEMESIS (350k mc)
Medium Investment scenario with early traction:
Daily Volume:
Scaling to $50M–$200M+ as the first immutable spot margin protocol (long/short any token) captures DeFi leverage demand.
Annual Revenue:
$5M–$30M+ (assuming 0.1–0.3% effective fees on volume, post-launch + CEX listings).
Paired Valuation:
$50M–$500M+ FDV at 10–20x revenue multiple (conservative for high-growth DeFi primitives).
Testnet already shows strong traction. Early is the play. What are your volume targets?
Exit Liquidity Capital retweeted
Feels like MtGox all over. DeFi will win, but y'all won't like how it will feel on the way
This is so $NEMESIS coded.
New permissionless trading infra for spot and leverage markets on any token.
@Nemesisdottrade
YC (@YCOMBINATOR) IS LITERALLY TELLING FOUNDERS WHERE THE NEXT BILLION-DOLLAR CRYPTO STARTUPS WILL BE BUILT
- APIs for AI agents
- AI Trading Agents
- New USD stablecoins
- Non-USD stablecoins
- Stablecoin-powered neobanks
- New exchanges & trading UIs
The playbook is here.
Stan is bagworking. Why are you not?
That's the difference.
hyperliquid:native
gmx:native is now the largest perp dex on Solana by volume.
This was very clear if you paid attention, now recognition is here. Thanks @toly
Exit Liquidity Capital retweeted
👑👑👑
🚨JUST IN: @gmtrade_xyz, Solana’s largest perp DEX by volume, has now merged with @GMX_IO on @Solana.
GMX also launched Builder Fees on Solana today, letting developers earn fees on trades routed through their apps.
Every part of $NEMESIS is written from the ground up since it aims to be foundational liquidity layer for tokenization.
You better take auditing serious. I know the team does. Fully permissionless long and short liquidity is coming.
AMM will never be the same again.
We are nearing the biggest $ETH upgrade in years and $NEMESIS is finishing audits before launch on Ethereum Mainnet.
It's an improved version of existing AMM's, aiming to be a foundational layer of finance.
Leverage and spot trading in one.
GM all,
I think Glamsterdam is big for $NEMESIS and Nemesis will be the first protocol to show people how Ethereum L1 will be so much more powerful in the next 2-3 months.
Nemesis will be the first launching permissionless margin trading with great UX on ETH Layer 1.
ETH Glamsterdam forks on public testnet (Platåberget) 2 days from now. (August 20th)
ETA guidance for upgrading Glamsterdam to Sepolia testnet (Nemesis current testnet) will be somewhere in September. Then October/beginning of November Glamsterdam is estimated to upgrade to Mainnet.
This is huge for Nemesis and overal UX on ETH L1. Quick confirmation times, even cheaper fees. DeFi is coming back to L1 and EF and Vitalik are pushing for this hard.
This is happening together with markets topping in some other areas and spilling over to underperforming markets like $ETH & $BTC.
You see this in F13 positioning filings from last few days. Legendary traders Standley Druckenmiller and Paul Tudor Jones are lowering AI infra positions and adding btc/eth/hype positions to their funds.
Lot of market interest and upgrades all coming at the same time and I suspect Nemesis founders are quite aware of this.
Looking at the last Nemesis updates: Timing of mainnet (first fully on-chain permissionless margin trading protocol) will coincide with all of this.
By that time there is no other DeFi primitive or Dapp on ETH L1 that will demonstrate the much anticipated performance upgrade better than Nemesis.
I think next 2-3 months and beyond will be good for us. Have a great day and tell your friends whats coming 👍
Many are fed up investing in short term hype and losing games.
It's the time where more people figure out they need to back solid teams building.
+ Much growth ahead and low price base.
$NEMESIS is one, there are only few.
Exit Liquidity Capital retweeted
Glamsterdam will bring Ethereum’s biggest throughput increase since launch.
Fun fact: @Nemesisdottrade is now on Sepolia Testnet together with the biggest Ethereum upgrade in years.
$NEMESIS main-net catalyst incoming
Glamsterdam just hit the Ethereum testnet, and it is the clearest bullish signal for $ETH base layer in years.
The upgrade does two things that directly raise what Layer 1 can carry. Block-level access lists (EIP-7928) tell nodes in advance which accounts and storage a block touches, so independent transactions can run in parallel instead of one by one. Enshrined proposer-builder separation (EIP-7732) pulls block building into the protocol, cuts reliance on MEV relays, and gives clients more time to propagate and verify bigger blocks.
Together they are the path to a much higher gas limit and faster L1 execution, without thinning out the validator set. Rollups still matter, but Ethereum is no longer treating the mainnet as a settlement stub. A faster, more native base chain means more activity, more fees, and more value settling on ETH itself.
@BitMNR now owns 5% of ETH and runs its own validator set, this has major implications, more fees will go to Bitmine as well
Sepolia is only the first public test. Hoodi and mainnet dates are still open, with mainnet eyed for later in 2026. If the clients hold, Glamsterdam is the upgrade that makes “scale the L1” real.
$ETH $BMNR
Exit Liquidity Capital retweeted
Glamsterdam changes how Ethereum scales. Sepolia on October 6, then Hoodi and mainnet. Let’s go!
blog.ethereum.org/2026/09/17…
