there u have a big missunderstanding

proximax is a ontop layer that have NEM as basic infrastructure it builds on top

when he say NEM v2 then he just mean that NEM as a basic infrastructure layer will be explanded by several  business layers on top

that is not bad news thats good news

(NEM is all about building roads and the different business that are build on top of NEM are the cars and trucks that use our roads
and they all use XEM as gasoline)

the more projects build on top of NEM blockchain the better

NEM is still a top 5 blockchain solution

and that the coinmarketcap show different tells us just how much better it is to invest in underpriced XEM then in overprices stuff ahead of our marketcap

any serious blockchain portfolio should contain 1-5% XEM