#26 - Andrew Huberman

Bullish:

• $COIN - Coinbase mentioned positively as the platform for crypto purchases and their Basecamp initiative for crypto payments infrastructure.

  • “I purchased Bitcoin on Coinbase this morning.”

    Andrew·1:28:41

  • “That's the only place where I purchased my crypto.”

    Andrew·1:28:45

  • “my friends at Coinbase just set up something they call Basecamp, which is a pop up, like a pop up village where you can use Coinbase technologies to pay and do contracts and stuff like that.”

    Host·1:28:31
• $BTC - Bitcoin positioned as essential investment with strong endorsement from successful entrepreneurs and growing institutional adoption.

  • “Very successful entrepreneur from the Bay Area, Stanford grad, told me to start investing whatever in some percentage of my investable, income in crypto, and that was back in 2017.”

    Andrew·1:39:12

  • “it's clear that that this is here to stay”

    Andrew·1:39:28

  • “I purchased Bitcoin on Coinbase this morning.”

    Andrew·1:28:41
• $DESCI - Decentralized science (DeSci) movement gaining momentum with crypto funding science outside traditional system, creating billions in value.

  • “crypto is risk capital. Mhmm. Right? There's billions and billions and billions of dollars in crypto.”

    Host·1:15:51

  • “DeSci, d e s Yeah. Okay. Right? So that's like crypto funding science outside the system.”

    Host·1:16:02

  • “just like crypto has built billions, trillions of dollars of value outside Wall Street. Right? In a way that's open to everyone”

    Host·1:16:23

  • “Crypto loves Huberman. Buy a crypto will fund all kinds of Huberman and Huberman grad student, Huberman disciple type things because risk capital that loves your style.”

    Host·1:38:55
• $BIOTECH - Biotech free zones and peptide markets represent massive opportunity as regulatory competition enables faster innovation and large effect size treatments.

  • “I think pinealine is going to be very important.”

    Andrew·1:06:55

  • “Not FDA approved, but not banned either. I think as soon as people realize how powerful pinealine is as a sleep aid, it's going to be not as big as Ozempic, but it's gonna be headed in that direction.”

    Andrew·1:00:13

  • “the current administration seems to want peptides to be a semi regulated space as opposed to an unregulated space, but for peptides to be available”

    Andrew·1:01:08

  • “Most people can get by taking one tenth of the amount of of Ozempic or Ozempic like drug for for reduction of body weight with far fewer side effects.”

    Andrew·1:01:23

Bearish:

• $PHARMA - Traditional pharma faces disruption from compounding pharmacies offering same drugs at 1/10th the price, plus regulatory shift favoring peptides over traditional drugs.

  • “the pharma community would love to shut down the peptide and compounding pharma Yeah. Pharmacy industry.”

    Andrew·1:01:17

  • “Most people can get by taking one tenth of the amount of of Ozempic or Ozempic like drug for for reduction of body weight with far fewer side effects. But one tenth means the drug companies are making one tenth the profit.”

    Andrew·1:01:23

  • “a lot of people are now going to compounding pharmacies for their Ozempic Mounjaro and similar and getting awesome effects. Awesome effects.”

    Andrew·1:01:37
• $HC - Traditional healthcare system failing to provide preventive care or actionable health advice, with no organized voice for behavioral health changes.

  • “hospitals are depressing places even for the physicians that work there.”

    Andrew·1:16:54

  • “between, you know, sickness care and and not seeing your doctor. There's not a lot of pro health care.”

    Andrew·1:17:25

  • “you get those silly posters like, know, here are the food groups and like, here's how you move, like, none of that stuff works. None of it works.”

    Andrew·1:17:33

  • “the reason that we don't get more direct recommendations about behavioral changes to support one's health is because there really just isn't an organized voice for that.”

    Andrew·10:30