Psychedelics
·
Dawson Ignatieff
·
Aug 2025
3
min read
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$ATAI is developing fast-acting, patent-protected psychedelic treatments for depression, with strong clinical results and billion-dollar M&A comps. Backed by Bitcoin and biotech tailwinds, it’s a high-upside asymmetric play.
You don’t hear much about Williams Companies sounds inherently boring, but maybe that’s exactly why it matters. This is the kind of company that doesn’t need to sell the dream, they’re already operating the core systems that make the dream possible.