🔥 On-chain sets price for ChangXin Memory’s IPO: 526% premium and half of SK hynix’s market value


On-chain funds today used the derivatives market to set a price ahead of ChangXin Tech’s STAR Market subscription: the CXMT contract briefly traded at $8.48, a 526% premium over the offer price, implying a market cap of 3.8 trillion yuan, or about half of SK hynix.
ChangXin Storage’s DRAM market share was 7.7% in the first quarter, doubling year over year, with revenue of $7.3 billion. On-chain capital is willing to pay $38k for every 1% of share—nearly twice SK hynix’s level. The market is betting it becomes the industry’s third player.
After the price-protection mechanism was triggered due to an excessive oracle price gap, the contract price quickly fell by more than 11%. Some people were liquidated in 28 minutes with a loss of $44k, while others doubled their principal in 30 minutes. On-chain pricing depth and liquidity remain fragile—just one address can create volatility.
Tomorrow’s STAR Market subscription is the key. The price gap between on-chain contracts and the A-share market will either be arbitraged away or amplified by sentiment. For traders, this is a test of whether on-chain pricing power can break free from the traditional market anchor.
$sk #cxmt #defi #链上数据 # blockchain
SK8.36%
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