Brian Bodemann

12 years in Bitcoin, 20 years in Biomedical Research & Business Development, Ph.D. Pharmacology

[Brian Bodemann @BTC_Biotech_guy]

Dilution without bitcoin is just dilution.

[Bruce Booth @LifeSciVC]

$FOLD IPO'd in May 2007 with a valuation of $320M. Bought today for over $4.8B. 15x+ increase in value. But the IPO price was $15.00... and the acquisition price is $14.50. Nearly 95% dilution in 18 years. It's a tough business.

That said, if you bought $FOLD in spring of 2014 when times were tough for the company (trading near $2/share), you made 7x return in 11 years... a very healthy return.

The ups and downs of biotech.

[Brian Bodemann @BTC_Biotech_guy]

Looking forward to connecting with friends and former colleagues about our work at @artan_bio next week at #BIO2026. Let me know about fun things happening!

[Michael Torres @Mykalt45]

Off-site was super productive for us! Building worldwide!
#twitter https://t.co/T6VzLyCiHs

[Brian Bodemann @BTC_Biotech_guy]

@halstonvalencia Really good work, Halston.

[Brian Bodemann @BTC_Biotech_guy]

@_Adrian Do options open Tuesday? Would that have some impact for market makers looking to get their shorts in order?

[Brian Bodemann @BTC_Biotech_guy]

@ColeMacro @BitcoinPierre @parkeralewis Matt is a serious person. The @Strive guys have SERIOUS chops, but DYOR. Parker’s analysis (or its absence) is there for everyone to see. I just can’t stand weak arguments. Personally, I would avoid any ‘money market-like’ framing, digital credit is interesting but different.

[Brian Bodemann @BTC_Biotech_guy]

@Cole_Walmsley @nolanmartino Your criticism is missing an important ingredient: actual information. There are several substantive critiques that may apply. The fact that you didn’t trip across a single one in a 2,000 character post says something.

[Brian Bodemann @BTC_Biotech_guy]

@laurashin I stole your money “to create investor value” is not the vibe he was hoping for.

[Brian Bodemann @BTC_Biotech_guy]

Airlines: don’t overthink it, duct tape exists.

[Brian Bodemann @BTC_Biotech_guy]

@parkeralewis This is not a great analysis. I get that the treasury guys are in their own echo chamber, but you are, too, in the Ten31 verse. We have AI, bro, at least try to null test your hypothesis.

[Brian Bodemann @BTC_Biotech_guy]

@PalmerLuckey @davepl1968 Holy hell, that model was a hell of a beast to move up the stairs (where it will remain forever in my parents house).

[Michael Torres @Mykalt45]

Can’t escape my insights! Haha! Look forward to being back in Boston in July!

[Brian Bodemann @BTC_Biotech_guy]

@johnarnold Are you proposing that the growth in compute coming online substantially outweighs AI token usage growth?

We will probably 100X our token usage over the next year. Maybe we are an outlier?

[Brian Bodemann @BTC_Biotech_guy]

@timevalueofbtc Is this strong dollar and asset market pricing in massive US GDP gains?
I wonder where that lands in Warsh’s framework.

[Brian Bodemann @BTC_Biotech_guy]

@kaiarhodes @reindsummit 🔥

[Brian Bodemann @BTC_Biotech_guy]

@RoKhanna If you were a more committed person (and learner of mathematics), you might create something of value with your life rather than treading on those who do.

[Brian Bodemann @BTC_Biotech_guy]

@BitcoinPierre @Heccles94 Well put, Pierre.

[Brian Bodemann @BTC_Biotech_guy]

@RyanBethencourt Frontier AI labs could be positioning for co-development equity through the lens of highly permissioned "biological safety" rules.

Safety lines in the sand will be come deep regulatory moats in time.

[Brian Bodemann @BTC_Biotech_guy]

@PalmerLuckey @MplsBarry 🎯

[Brian Bodemann @BTC_Biotech_guy]

ARTAN Bio is going to be VERY active going forward. Huge thanks to our $VITARNA holders who are helping us to drive the future of longevity therapies.

[Michael Torres @Mykalt45]

@artan_bio Raises $200,000 in Decentralized Funding to Advance Longevity Science Through Mutation-Specific Codon Su... https://t.co/WHvO0iaFej

Crypto + Biotech = A real thing. Excited for $vitarna token holders. We’re going to make waves in longevity. No need for $100Ms. CrossBridge flipped the script!

[Rammohan Devulapally, PhD @ramdevula]

As someone working in genetic medicines and in vivo delivery, I find it fascinating that longevity biotech is emerging as a major investment thesis beyond AI. @Mykalt45 https://t.co/HLDG4w7p0M