Damian |Degen| Jøhn

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[voided @voided]

So @blknoiz06 & @MarketBubble is collabing with the CEO of Coinbase and you're selling $ANSEM to buy random shitters?

You realize this is the biggest thing to happen to Solana memecoins since Trump?

And $ANSEM is at 70m circulating mcap

Am I wrong in saying this will be considered the easiest trade in 2026?

[Solana @solana]

@Raydium what's the CA

[NoLimit @NoLimitGains]

CHINA'S BIGGEST CHIP IPO EVER DROPS MONDAY.

And it's aimed directly at the three companies that control 90% of the world's memory.

ChangXin Memory Technologies lists on Shanghai's STAR Market on July 27 at 8.66 yuan a share. About $1.28.

They're raising $8.5 billion, close to $9.8 billion if the overallotment gets exercised. That values the company around $85 billion.

Largest Chinese semiconductor IPO on record. Biggest chip listing in Asia this year.

The demand numbers are wild.

More than 9.4 million retail accounts applied. The online tranche was oversubscribed about 244 times. Institutions came in at roughly 570 times.

And on Hyperliquid the pre-IPO perp has been trading near $7. Five to six times the issue price. That's people who can't buy A-shares paying whatever it takes for exposure.

Now here's why this actually matters.

Samsung, SK Hynix and Micron control almost 90% of global DRAM revenue. Samsung 38%, SK Hynix 29%, Micron 22%.

For two years they've been starving the market of regular DDR5 while chasing AI memory. That's a big part of why memory prices went through the roof.

CXMT is already the fourth largest DRAM maker on earth by capacity. By year end they're on pace to nearly match Micron's wafer output.

Every dollar from this IPO goes into more fabs, better DDR5 and LPDDR5X yields, early HBM3 work, and the next process node.

In plain English: a state-backed Chinese player is about to push serious volume of cheaper memory into a market that's been kept deliberately tight.

The former head of Samsung's chip division already warned that a Chinese capacity surge like this could flip the entire pricing cycle by late 2027.

I’ve been in this game for a long time, and every move I make gets posted in The Assembly.

We’re a team of 8 analysts and we have one of the BEST track record.

You also get access to my full portfolio.

I want to keep it exclusive so I will close access shortly. You can join from my bio.

A lot of people will regret not joining once we officially stop accepting new members.

[Damian |Degen| Jøhn @FilthyGainz]

@amonyx Yes

[Damian |Degen| Jøhn @FilthyGainz]

@hoodalphas 4QDCGgozGYN7dDTqD5zDM2hUReBHDEy34coXM2ybDzgJ

A $sol W

[Damian |Degen| Jøhn @FilthyGainz]

@AlphaAgentcall 4QDCGgozGYN7dDTqD5zDM2hUReBHDEy34coXM2ybDzgJ

$Sol

[Damian |Degen| Jøhn @FilthyGainz]

@jaredsmev 4QDCGgozGYN7dDTqD5zDM2hUReBHDEy34coXM2ybDzgJ

$Ansem

[Damian |Degen| Jøhn @FilthyGainz]

@0xMrPinky 4QDCGgozGYN7dDTqD5zDM2hUReBHDEy34coXM2ybDzgJ

$Ansem

[Robert Sags @RobertSagurton]

It’s actually not that crazy – it just that it’s typically made (privately) by CEX’s and zero fees shared back to the creator.

Say what you will about all the attention on $ANSEM but it highlights a better DEX rev share model for future token launches.

[Superman @Supermanonchain]

BIBI on BNB is at 15mil

Sollo on Solana deserves millions aswell!

Its finally time to send a mascot on solana!

FLKVBHbiur4fa6dxXE8S8avryKsxrZR3eyizqpoSrz4p

[Superman @Supermanonchain]

Meet the Official Solana Mascot Sollo!

FLKVBHbiur4fa6dxXE8S8avryKsxrZR3eyizqpoSrz4p

[Damian |Degen| Jøhn @FilthyGainz]

@Supermanonchain 4QDCGgozGYN7dDTqD5zDM2hUReBHDEy34coXM2ybDzgJ SEND SUPPLY SIR

[Superman @Supermanonchain]

Thanks for 25000 followers!

We are here to make Solana fun again!🐂🐂

[Bullpen @BullpenFi]

@voided Did you check solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump on Bullpen

[Damian |Degen| Jøhn @FilthyGainz]

@ZeusProjectSol 4QDCGgozGYN7dDTqD5zDM2hUReBHDEy34coXM2ybDzgJ

[Damian |Degen| Jøhn @FilthyGainz]

@LionBullSolana @ZeusProjectSol 4QDCGgozGYN7dDTqD5zDM2hUReBHDEy34coXM2ybDzgJ

[Doku 🐂🀄️ @DokuroSOL]

If there’s one thing I’ve learnt over the last few years it’s that you do not bet against @blknoiz06

[drews @drews888]

Short $MU Long $ANSEM actually cooking wtf

[Ansem 🐂🀄️ @blknoiz06]

don't think there has ever been a better opportunity for crypto to show relative strength while ppl are taking profits on ai stock names that are up 50x+ over the past year

hyperliquid & lighter all time highs price discovery great start

solana onchain metrics ATHs great sign