Tarimmune、Canton Coin 和加密货币国库券：新时代？

Tharimmune 通过 Canton Coin 大胆进军加密货币金库引发了争论。这是金融的未来，还是又一场山寨币赌博？

Tharimmune, Canton Coin, and Crypto Treasuries: A New Era?

Tarimmune、Canton Coin 和加密货币国库券：新时代？

Biotech meets blockchain! Tharimmune's $540 million foray into crypto treasuries, centered around Canton Coin (CC), has turned heads. Is this a groundbreaking convergence, or a high-stakes gamble?

生物科技遇上区块链！ Tharimmune 斥资 5.4 亿美元涉足以 Canton Coin (CC) 为中心的加密货币金库，引起了人们的关注。这是一次突破性的融合，还是一场高风险的赌博？

Tharimmune's Bold Move

塔里木恩的大胆举动

Tharimmune, a Nasdaq-listed biotech company, recently secured a whopping $540 million in private funding. The plan? To establish a digital asset treasury (DAT) with Canton Coin (CC) as its cornerstone. Led by DRW and Liberty City Ventures, the funding round saw participation from big names like ARK Invest and Kraken. Tharimmune intends to use these funds to acquire CC tokens, support its operations, and become a Super Validator on the Canton Network, earning those sweet token rewards.

Tharimmune 是一家在纳斯达克上市的生物技术公司，最近获得了高达 5.4 亿美元的私人融资。计划？建立以Canton Coin（CC）为基石的数字资产金库（DAT）。本轮融资由 DRW 和 Liberty City Ventures 领投，ARK Invest 和 Kraken 等知名企业参与其中。 Tharimmune 打算用这些资金来获取 CC 代币，支持其运营，并成为 Canton 网络上的超级验证者，赚取这些甜蜜的代币奖励。

What is Canton Coin and the Canton Network?

什么是Canton Coin和Canton Network？

Canton Coin (CC) is the native cryptocurrency of the Canton Network, a permissioned enterprise blockchain designed for institutional finance. Think Goldman Sachs, HSBC, and BNP Paribas. The Canton Network aims to connect traditional financial infrastructure using interoperable smart contracts. With over 500,000 daily transactions, it’s seeing serious institutional adoption.

Canton Coin (CC) 是 Canton Network 的原生加密货币，Canton Network 是一个专为机构金融设计的许可企业区块链。想想高盛、汇丰银行和法国巴黎银行。 Canton Network 旨在使用可互操作的智能合约连接传统金融基础设施。每天的交易量超过 500,000 笔，它得到了机构的广泛采用。

The Market Reaction

市场反应

The news sent Tharimmune's stock soaring, jumping roughly 30% upon announcement. However, Canton Coin itself experienced a slight dip, attributed to its limited liquidity and sensitivity to institutional adoption news. It seems the market is still figuring out what to make of this unconventional pairing.

消息传出后，Tharimmune 的股价飙升约 30%。然而，由于其流动性有限以及对机构采用消息的敏感性，Canton Coin 本身出现了小幅下跌。市场似乎仍在思考如何看待这种非传统的配对。

DAT Season: A Broader Trend

DAT 季节：更广泛的趋势

Tharimmune's move is part of a growing trend: Digital Asset Treasuries (DATs). Companies are increasingly exploring the accumulation of digital assets as a core business function. While the concept isn't entirely new, it's gaining traction, with companies like BitMine paving the way. This approach involves various financing mechanisms and active participation in staking and DeFi operations.

Tharimmune 的举措是数字资产国债（DAT）这一日益增长的趋势的一部分。企业越来越多地探索将数字资产的积累作为核心业务功能。虽然这个概念并不是全新的，但它正在获得越来越多的关注，BitMine 等公司为此铺平了道路。这种方式涉及各种融资机制以及积极参与 Stake 和 DeFi 操作。

Is It a Gamble?

这是一场赌博吗？

While the potential benefits are enticing, DATs aren't without risk. The value of the underlying assets, regulatory uncertainties, and market volatility all play a role. A recent market crash in October 2025 served as a stress test for ALT DATs (Digital Asset Treasuries holding Altcoins). Interestingly, many ALT DATs demonstrated resilience, with their market capitalization multiples (mNAV) remaining stable or even increasing.

尽管潜在的好处很诱人，但 DAT 也并非没有风险。标的资产的价值、监管的不确定性和市场波动都会产生影响。最近 2025 年 10 月的一次市场崩盘是对 ALT DAT（持有山寨币的数字资产国库）的压力测试。有趣的是，许多 ALT DAT 表现出了弹性，其市值倍数 (mNAV) 保持稳定甚至不断增加。

One could argue that Tharimmune is diversifying its assets and positioning itself at the forefront of institutional blockchain exposure. However, the success hinges on the performance of Canton Coin and the broader adoption of the Canton Network. It's a bold bet, but one that could pay off handsomely if the stars align.

有人可能会说 Tharimmune 正在实现资产多元化，并将自己定位在机构区块链领域的前沿。然而，成功取决于 Canton Coin 的表现和 Canton Network 的更广泛采用。这是一个大胆的赌注，但如果一切顺利的话，它可能会带来丰厚的回报。

The Future of Finance?

金融的未来？

Is Tharimmune's strategy a glimpse into the future of finance? Maybe. Traditional finance is indeed moving on-chain, with tokenized assets worth billions. However, it's still early days, and the risks are real. Tharimmune's experiment will be closely watched, and whether it becomes a model for other companies remains to be seen.

Tharimmune 的战略是否预示着金融的未来？或许。传统金融确实正在向链上转移，代币化资产价值数十亿美元。然而，现在还处于早期阶段，风险是真实存在的。 Tarimmune 的实验将受到密切关注，它是否成为其他公司的典范还有待观察。

Final Thoughts

最后的想法

So, will Tharimmune's gamble pay off? Only time will tell. But one thing's for sure: this move has injected a dose of excitement into both the biotech and crypto worlds. Keep your eyes peeled, folks, because this story is far from over. Who knows, maybe we'll all have crypto treasuries someday!

那么，Tharimmune 的赌博会成功吗？只有时间才能证明一切。但有一点是肯定的：这一举措为生物技术和加密世界注入了一剂兴奋剂。伙计们，请睁大眼睛，因为这个故事还远没有结束。谁知道呢，也许有一天我们都会拥有加密货币金库！