CXMT Coin
11 posts

CXMT Coin
@0xCXMT
$CXMT is the Solana memecoin for the Chinese DRAM supercycle · https://t.co/GvPCnErd5i
Solana Katılım Temmuz 2026
26 Takip Edilen16 Takipçiler

@0xCXMT Interesting project and strong presentation, let’s talk
English

There is a stock IPOing in China next week that analysts think could pop 18x. You can't buy it, so we made a memecoin for it instead.
The story in 60 seconds:
ChangXin Memory Technologies (CXMT) is China's biggest AI memory maker and the #4 DRAM producer on earth. Its numbers are absurd: Q1 revenue up 719% year over year, net profit up 1,688%. On July 16 it opens subscription for its Shanghai STAR IPO, ticker 688825. It is a ≈$4.1B raise at a $42B valuation, the biggest listing of 2026. Brokerages model RMB 2–3 trillion after listing. The wildest calls say 5.
Every memory stock on a western exchange already ripped. Micron at all-time highs. SK Hynix just raised $28B on Nasdaq, 7x oversubscribed. This is the last domino, and it falls behind a wall:
• Shanghai STAR market only. No US listing, no ADR, no ETF.
• Not even Shanghai-HK Stock Connect
• A mainland brokerage account takes RMB 500k + 24 months of history.
Western retail is locked out of the hottest listing of the year.
$CXMT is the Solana memecoin for that story. It's not backed by the company, not redeemable for anything, but a pure play on the narrative.
• Two-round USDC presale, live now. Round 1 at 0.00010 (≈26% filled), round 2 at 0.00020. Hard end July 27.
• Allocate now, claim after finalize. 70% of the raise seeds the Raydium pool automatically, locked 60 days on Streamflow. Nobody can pull it.
• If the 3,000 USDC minimum isn't hit, the contract refunds everyone.
• 1B fixed supply. The 30% reserve burns by default. Unsold tokens burn. Every project wallet is disclosed and Streamflow-locked, verifiable on-site.
You missed GME. You missed RKLB. You missed Z.AI. NGMI if you miss this generational AI memory bag.
Site and litepaper: cxmt.meme
Status updates: t.me/cxmtcoin
We never DM first. Anything not linked from cxmt.meme is fake.

English

@Lakersweb3 yessssirrrr. AI memory is literally the most advanced tech in the world.
English

@WhaleInsider Non-chinese investors can't buy it 🤭. Even within China you need a 500k rmb portfolio and 24mo trading history to qualify trading on the STAR market.
English

@teortaxesTex They are growing fast, 3% DRAM market share in Q1 2025 to 8% one year later. With the raise of chip companies in China their demand will no doubt explode.
English

I have the feeling that CXMT will expand faster. Physically, I don't know how they'll pull it off. But politically, economically, spiritually – they must. The incentives are absurd, the money at stake is unlimited. This pressure will find some crack. There is one in everything.


Crémieux@cremieuxrecueil
~90% of global DRAM is made by just three companies. From the top, the stocks for these three are up >120%, >220%, and >240% YTD.
English

@weltluster @jukan05 Yep, and you need a rmb500k portfolio and 24mo of trading to qualify on the STAR market!
No such restriction on crypto. You can get the exposure on the narrative now.
English

Potential attractive investment opportunities for 2H26 —
I still think they are likely to be Chinese semiconductor localization names.
A few days ago, I had meetings with Chinese sell-side analysts, and they said CXMT’s market cap immediately after IPO could be at least RMB 5 trillion.
It seems that many Western investors are underestimating the investment frenzy around CXMT within China. I was also surprised when I first heard the RMB 5 trillion number, but I don’t think it is completely unreasonable.
Most of the capital raised through CXMT’s IPO will likely flow into Chinese semiconductor localization stocks.
Names like ACMR and NAURA look promising.
I also think shorting the Apple supply chain could be an interesting idea… but there are not many Apple supply chain names with low AI exposure.
Maybe CRUS is one of the few?
But isn’t that itself a bearish point on Apple? If the Apple business were truly strong and attractive, why are so many Apple vendors trying to move away from Apple exposure and gain AI exposure instead?
English

@jukan05 @zephyr_z9 that’s good but you can only buy that in SH stock exchange
English

@jukan05 @zephyr_z9 Where is the best place to get China exposure? You can’t buy a lot of the China stuff on IBKR.
English






