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Christian Angermayer
#774 Investing In Human Longevity And Future Tech w/ Christian Angermayer
- Interest rates and inflation are the near-term focus of markets, but Christian believes much of current inflation is transitory and supply-chain driven; the Fed will be verbally hawkish before midterm elections but dovish in action. - Northern Data is scaling to ~110,000 ASIC miners and 223,000 GPUs by end of 2022, potentially generating $80–100 million monthly in Bitcoin and Ethereum while pivoting toward renting GPU capacity to AI and pharma companies. - Bullish exchange, in which Christian has exposure through Block.One, has launched with unprecedented liquidity depth and already captured 15% of Coinbase's Bitcoin trading volume in its first week. - Bitcoin and growth stocks remain correlated despite being fundamentally different assets; the overlap is driven by shared believers in disruptive technology and crypto, concentrated in hubs like Miami. - Longevity research focuses on the nine hallmarks of aging and developing therapeutics for conditions like telomere shortening and senescent cell accumulation rather than seeking a single "magic pill." - Psychedelics like psilocybin, DMT, and ibogaine show clinical promise for depression, anxiety, addiction, and PTSD when administered under professional therapeutic supervision, not as recreational drugs.
#451 Christian Angermayer on Investing in Innovation
- Longevity as an investable thesis: Christian views aging as a disease rather than natural inevitability, focusing capital on therapies to extend healthy human lifespan significantly beyond current norms. - Psychedelics for mental health: After personal experience with psilocybin, Christian founded Compass (first for-profit psychedelic company) and ATAI Life Sciences as a platform backing 12+ clinical-stage psychedelic drug candidates for depression, addiction, and PTSD. - Biotech as best-performing asset class: 50% of Christian's portfolio is in biotech, driven by exponential cost reductions in sequencing and therapy development, plus shifting political priorities toward voter health. - Mental health as underestimated crisis: Hundreds of millions suffer from depression and addiction; Christian emphasizes medical-supervised psychedelic therapy with trained guides rather than recreational use. - Bitcoin as fiat hedge: Christian expects decade-long currency devaluation cycle from structural money-printing addiction; Bitcoin's integrity makes it core hedge alongside tech, fintech, and biotech. - Deep tech and brain-computer interfaces: Christian invests across space, AI, robotics, and neural prosthetics, betting that direct brain-to-computer communication will transform human capability within 10–15 years.