작전명: 에픽 CMS (@cmsholdings) — Twitter Score 597 out of 1000

CMS is the Twitter account for CMS Holdings LLC, a crypto principal investment firm and proprietary trading operation co-founded by Dan Matuszewski, Bobby Cho, and Julien Collard-Seguin, who pooled more than $10 million to launch the firm in October 2019. It is registered in the Cayman Islands with no outside investors. CMS's Twitter Score is 597 out of 1000 (an Excellent rating) as of October 2026.

CMS's three co-founders brought backgrounds from prominent crypto trading operations. Dan Matuszewski, identified as the "M" in CMS Holdings, previously served as Head of Circle Trade, the OTC desk at Circle that handled more than $2 billion in monthly volume. He is also a signer of the Crypto Giving Pledge, committing a portion of crypto profits to charitable causes. Bobby Cho previously served as Head of Trading at DRW's Cumberland crypto unit. Julien Collard-Seguin was formerly a technology executive at Circle. At launch, the firm's stated allocation model was approximately 30% in highly liquid cryptocurrencies, 40 to 50% in less-traded tokens, and the remainder in long-term crypto equity investments.

CMS serves as a data provider to Pyth Network, contributing proprietary market data to the oracle protocol. As of mid-2026, the firm has invested in more than 187 crypto projects across DeFi, infrastructure, the Bitcoin ecosystem, and layer-2 sectors, with recent investments including a $3M pre-seed in Hypernova in May 2026, a $10M seed in SpaceComputer in November 2025, and a $9.5M strategic round in BOB (Build on Bitcoin) in August 2025. CMS's portfolio includes Yield Alliance - LVVA Ecosystem, Bit. Country, Manta Network, Injective, De, ISMELLBLOOD CAPTURED, Polkadex and Vega Protocol. In 2025, Dan Matuszewski publicly warned that Digital Asset Treasuries, publicly traded companies that accumulate large crypto holdings on their balance sheets, represent a structural risk to crypto markets.

CMS has been active on Twitter since 2019 and holds rank #185 (top 0.1%) out of 493,668 accounts tracked on TwitterScore, with 179,460 followers as of October 2026 and 38,667 posts. The account has been mentioned by 613 accounts, with 1,659 total mentions.

Who follows CMS on X?

CMS draws an engaged following among crypto-native professionals. The accounts that follow CMS include 2,040 founders, 599 angel investors, 1,045 influencers and 69 VCs, among them Arthur Hayes, CZ BNB, Solana, Toly, Cobie and Ansem.