Small-cap investing | Concentrated bets | Immutable-markets guy

Joined August 2025
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.
4
2
8
565
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
1
135
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.
1
14
2
118
17,900
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.
4
3
1
7
499
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 👍
2
3
6
227
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.
3
2
8
274
Exit Liquidity Capital retweeted
Glamsterdam will bring Ethereum’s biggest throughput increase since launch.
9
26
5
226
17,496
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
1
2
9
374
Listing the most innovative tokens first always got you a dominant exchange position over the years. This is where attention and most upside is for users. All roads lead to permissionless spot/leverage markets. $NEMESIS main-net catalyst incoming.
2
2
1
10
446
Exit Liquidity Capital retweeted
To accomplish great things, we must not only act, but also dream; not only plan, but also bullieve.
56
55
5
1,178
69,968
base:0x64fcc3a02eeeba05ef701b7eed066c6ebd5d4e51 and ethereum:0x419905009e4656fdc02418c7df35b1e61ed5f726
1
184
if you think quality teams have no plan and well thought out strategy you are mistaken. find these teams.
1
1
170
gmx:native looks it want to run above 100M marketcap OG of perps and merging GMTrade on Solana makes it primed to be one of the most trusted venues for on-chain perps.
1
202
every time i post they dump lol
149
Exit Liquidity Capital retweeted
THE BLOCK: The SEC’s new crypto FAQ says token buybacks on functioning networks generally don’t create an investment contract, and routine upgrades don’t either. It also says promoting a token’s utility alone likely isn’t a promise of profits.
16
15
5
74
17,798
Exit Liquidity Capital retweeted
Some bangers from the SEC today: 1) buybacks do not make a commodity token into a security 2) liquid staking tokens for commodities are not securities sec.gov/about/divisions-offi…
116
377
98
2,777
433,289
Exit Liquidity Capital retweeted
this is more important now than ever @ErikVoorhees couldn't have said this better
57
368
61
1,453
143,302
Exit Liquidity Capital retweeted
A robinhood:0x16391c40e85fb2246a2c8c17bfa2594c5d3ef84b thread… “The Pokémon Go trade” @TouchGrassRWA
4
4
2
9
2,234
Daily progress updates from @TouchGrassRWA are amazing to track the road to mainstream adoption. One of the few with product market fit Walking and earning stocks, so many narratives in one that are going to explode. robinhood:0x16391c40e85fb2246a2c8c17bfa2594c5d3ef84b
1
3
338