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Christian Angermayer
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Christian Angermayer
@C_Angermayer
Founder of @ApeironInvests; $ATAI; @enhanced_games + others | Bullish on #psychedelics, $BTC, $XPL | Investing in biotech, crypto, deeptech, hospitality, sports
Katılım Ağustos 2015
2.8K Takip Edilen35.9K Takipçiler
Christian Angermayer retweetledi
Just finished watching the interview with @pauliepunt
Founder of Plasma and the $XPL token.
One of the key notes i would like to mention is how the stablecoin infrastructure and fees off transactions will be used to create a buyback system for the Token.
One of the first, gasless transfers, providing a foundation for stablecoins, and setting the bar straight.
Basically the $hype play all over again but with stablecoins and neobanking.
huge and it's all about execution at this point.
patiently waiting.
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At present, investors and analysts appear to be approaching the psychedelic sector largely as a single thematic trade, without fully differentiating between companies and their respective strengths and weaknesses.
In my view, $ATAI is best positioned across key dimensions: intellectual property, method of delivery, and treatment duration.
Duration is critical. I struggle to see a scalable commercial future for treatments lasting more than six hours; the shorter the treatment, the more viable it becomes from both a patient and payer perspective IMO.
@ataibeckley's BPL-003, with a total treatment time of approximately two hours from start to finish, stands out in this regard, offering a significantly more practical and scalable solution.
Christian Angermayer@C_Angermayer
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🚨 BREAKING: PETER THIEL-BACKED ENHANCED GAMES -- THE INTERNATIONAL SPORTING COMPETITION THAT WILL ALLOW ATHLETES TO USE PERFORMANCE-ENHANCING DRUGS -- IS PLANNING TO START SELLING "PERFORMANCE-ENHANCING PEPTIDES"
$HIMS $LLY $NVO
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Christian Angermayer retweetledi
We have proof that HEAT STRESS can reverse the brain's natural decline after 30.
A 20-year Finnish study found that one 20-minute habit activates BDNF, the "neurogenesis protein" that grows new brain cells, strengthens memory, and cut dementia risk by 66%.
Here's the breakdown:
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$ATAI is currently covered by 13 analysts, with price targets spanning $7 to $25.
I believe though that the view of most investors and analysts on @ataibeckley appears largely anchored only to the initial lead indication and drug we are pursuing: treatment-resistant depression (TRD) for BPL-003 (5-MeO-DMT).
In my view, they underappreciate the broader product portfolio, including VLS-01 (DMT) for TRD and EMP-01 (R-MDMA) for social anxiety disorder, but more importantly, I believe they materially underestimate the long-term total addressable market (TAM) for psychedelic medicines.
IMO, one structural factor could ultimately expand that TAM significantly: Many serious diseases are far easier to prevent than to treat after onset. While this may sound obvious, the traditional healthcare system has largely been built around treating illness rather than preventing it.
That paradigm is beginning to change. The rapid adoption of GLP-1 drugs from $LLY and $NVO demonstrates how quickly the market can shift toward preventive and even lifestyle-enhancing medicine.
Read more about it in my latest blog post:
Christian Angermayer@C_Angermayer
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Christian Angermayer retweetledi
We are pleased to announce the completion of ground magnetics (geophysics) across 800+ hectares at Cordillera Cobre 🇨🇱
What we’re seeing:
→ A large, structurally controlled copper system starting to take shape
🧵👇
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Christian Angermayer retweetledi
Enhanced is leading the charge into the consumer peptide market. 🚀
Featured in today’s @FT, our expansion into consumer products marks a pivotal shift in the performance health landscape. Enhanced is uniquely positioned to bridge the gap between elite-level athletic research and everyday human optimization.
From muscle recovery to cognitive enhancement, we’re early to market and setting the new standard for what’s possible.
ft.com/content/2b5f7c…
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@alc2022 I’d keep a close eye on @enhanced_games 😉 $APAD
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A tsunami is coming.
$HIMS is the only D2C, patient-centric healthcare company in the US with a proprietary peptide manufacturing facility.
$HIMS will take the entire market.
$HIMS is a multi-trillion dollar company in its early days.
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Christian Angermayer retweetledi
Founder @dolesk joins @BNYglobal's Double Take Podcast to discuss the growing importance of copper in the global AI buildout. At Super Copper, we are focused on meeting this growing demand.
Listen to the full episode now: podcasts.apple.com/us/podcast/hot…
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I’ve just published my thoughts on the future of AI and robotics, with a particular focus on #mentalhealth.
In short, I believe that without #psychedelics, an AI-driven future may fail. It may fail not because the technology won’t be extraordinarily positive. In fact, I am deeply optimistic that a post-AGI and robotics-enabled society can be profoundly beneficial for humanity, but because of the risk that the transition goes terribly wrong.
Without the psychological tools to adapt, we may struggle to successfully navigate the massive disruption and change ahead of us.
Psychedelics - and, by extension, $ATAI - could play a critical role in unlocking a future defined by abundance, resilience, and human flourishing.
Christian Angermayer@C_Angermayer
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Christian Angermayer retweetledi
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@C_Angermayer @hubermanlab @pmarca @davidsenra We would love to host a discussion with you and Andreessen on this topic if you are up for it.
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After listening to @pmarca’s take about the risks of founders taking psychedelics on the new @davidsenra podcast, it is official, we are now in the Dawn of the Age of AI-quarius.
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@CurationMostly HUGE opportunity for @enhanced_games and its consumer offering indeed $APAD
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Wow. Shut down.
Last week or so I guess.
Huge opportunity for $HIMS and $APAD in Peptides still.
a16z@a16z
The next health revolution may come from individuals learning to control their own biology. In this conversation with a16z's Daisy Wolf, Andrew Huberman explores the remarkable ways emerging tools and cultural shifts are enabling people to optimize sleep, metabolism, focus, and performance. - How COVID accelerated a shift toward self-directed health and personal agency - Why resistance training, sunlight exposure, and sleep are the highest-leverage interventions for physical and cognitive performance - The transformative potential of GLP-1 drugs in treating obesity - Why peptides and emerging bio-optimization tools are gaining traction outside traditional medicine - The difference between reading biology (wearables, biomarkers) and writing to it ... and more. 0:00 Introduction 1:15 The health awakening, explained 7:02 MAHA's role in the health movement 13:05 GLP-1: Nearly one in seven Americans 18:37 The non-GLP peptide craze 25:16 Rogue experiments and low-dose GLP 31:40 Real-time cortisol sensing 44:39 The pet octopus and AI communication @hubermanlab @daisydwolf
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Christian Angermayer retweetledi
AtaiBeckley Details Phase 3 Design for 5-MeO-DMT in TRD After ‘Successful’ FDA Meeting
Read more: f.mtr.cool/oyvsnpczoz
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Christian Angermayer retweetledi
We are pleased to announce that Baader Europe has initiated equity research coverage on the Company.
Read more: ca.finance.yahoo.com/news/super-cop… $CUPR $CUPR.CN $CUPPF
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Also, once a founder starts a company, stress levels can become extreme. Psychedelics can be a powerful tool to manage that.
If someone truly loves what they’re building, I see zero risk of them walking away. If anything, I believe regular psychedelic therapy makes you a better founder (and a better human overall).
During COVID, my @ApeironInvests offered 100+ founders in our portfolio to cover medical psychedelic therapy (in the Netherlands, where it’s legal). More than 50 took us up on it.
Many of them credit that experience with helping them get through one of the most intense periods imaginable for founders, and keeping both themselves and their companies intact.
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I deeply believe psychedelics reveal who you truly are - and what you genuinely want out of life. They don’t change you; they strip away the noise and give you permission to be yourself.
As an investor, I’m not interested in backing “performative” founders. I want to support people building from a place of deep conviction. I want founders who are aligned with their purpose at the core. Because I do believe they will be more successful and hence will produce better returns.
That’s why - while I agree with @pmarca on many things - I would respectfully disagree on this specific point.
I believe every founder should in fact do a "mandatory" psychedelic therapy session – once approved in the US by @ataibeckley or, until then, in a jurisdiction where it is already legal today - BEFORE starting their company, to be sure that this is what they really want to do in life.
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@BreakoutBiotech You recall correctly. Here is my blog post for that topic: christianangermayer.substack.com/p/your-mental-…
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I recall an interview where Christian said (paraphrasing) people are unhappy because they're missing Love (connection), Faith (belief in something), and Purpose (reason to live). And these are an "immune system" for the brain and psychedelics can help people discover all 3. $ATAI
Christian Angermayer@C_Angermayer
I deeply believe psychedelics reveal who you truly are - and what you genuinely want out of life. They don’t change you; they strip away the noise and give you permission to be yourself. As an investor, I’m not interested in backing “performative” founders. I want to support people building from a place of deep conviction. I want founders who are aligned with their purpose at the core. Because I do believe they will be more successful and hence will produce better returns. That’s why - while I agree with @pmarca on many things - I would respectfully disagree on this specific point. I believe every founder should in fact do a "mandatory" psychedelic therapy session – once approved in the US by @ataibeckley or, until then, in a jurisdiction where it is already legal today - BEFORE starting their company, to be sure that this is what they really want to do in life.
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