CAMMS Capital is live. Backed by @Braiins.
We spent five years trading commodities inside ETG. Now we're launching as an independent company, CFTC-registered and NFA member.
Built inside ETG, a global commodity conglomerate with expertise across multiple industries, we developed and traded a multi-strategy commodity platform before spinning out. Our research partnership with ETG continues, giving us a direct window into supply chains, trade flows, and fundamental market drivers.
Today, we're launching as CAMMS Capital, acquired by Braiins and rebranded from CAM Multi-Strat Asset Management LLC.
We trade across agriculture, energy, metals, freight, and macro through three approaches: discretionary (driven by physical market intelligence and ETG research), hybrid (quantitative and fundamental, regime-adaptive), and systematic (fully rules-based).
The founding team remains in place, incentives aligned:
→ @StephaneCAMMS, CEO. 32 years at Louis Dreyfus, InVivo, ETG.
→ Salim Boutaleb, CIO and Head of Quantitative Trading. 15 years in systematic commodity strategies.
→ Rafael Molinero, COO. 28 years in the hedge fund industry, Chicago Booth MBA.
75+ years of combined commodity experience.
Building diversified commodity exposure means sourcing multiple specialist traders and running a risk framework across them. We do that work, drawing on decades of relationships and market access, so one allocation gives you exposure across 30+ commodity markets.
Institutional infrastructure from day one. KPMG audit, Northern Trust custody, SS&C administration, StoneX and Marex as prime brokers.
Commodity Intelligence, Amplified.
Welcome to CAMMS Capital.
Working with the @AssetsGenesis team has been great and they've proved why Braiins OS continues to be the best firmware option for enterprise-scale mining operations.
40% MORE HASHRATE. Same hardware.
We always say Braiins OS helps you mine more bitcoin.
GDA put that to a real test.
They ran a controlled comparison at their 40MW facility during peak summer heat.
🔸Same machines, same conditions.
🔸The only variable: firmware.
Braiins OS averaged ~99 TH/s per miner. Stock firmware sat at ~70 TH/s. That's a significant mining revenue improvement from the same machines.
No new ASICs, no extra capex.
Just better software.
Read the full case study to find out how this was achieved, including takeaways from GDA's team who operate over 500MW globally ⤵️
https://t.co/eNuEjFZZ1I
2025 was a strong year for Braiins.
We’re managing 3+ GW across our product suite and remain the leading bitcoin mining firmware by performance and client hashrate, with continued expansion across our enterprise customers.
Braiins Pool has big plans for 2026 and Braiins Manager adoption is accelerating, but we won’t stop with bitcoin mining.
Software was just the first step. More to come!
Billionaire Andrew Wilkinson says IREN is worth a "1-5% allocation" on the basis of it being a misunderstood/underpriced AI play.
I agree that IREN is significantly undervalued.
With the world's growing need for compute power for AI/HPC or BTC mining, they're well positioned.