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Thesis-Driven Investing

CompoundThesisDatabase

Compound is a research-centric, thesis-driven investment firm. We do extensive research to build out theses in a variety of areas that comprise various futures we believe in. Below are a portion of our publicly available theses. This site is continually updated over time.

“I want to stay as close to the edge as I can without going over. Out on the edge you see all kinds of things you can't see from the center.”

Kurt Vonnegut
FAQWritingPortfolioArxiv
AI/ML25Healthcare22Bio18Robotics12Crypto15Other5
100
Theses
6
Categories
Apr 2026
Last Updated
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2026 Compound

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Iconiq For Crypto
01
Crypto

Iconiq For Crypto

Iconiq For Crypto

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2nd Life Batteries for Storage
02
Other

2nd Life Batteries for Storage

Used EV batteries repurposed for grid and data center energy storage

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Onchain Options
03
Crypto

Onchain Options

onchain options

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Marketplaces Requiring Private Intelligence
04
AI/ML

Marketplaces Requiring Private Intelligence

For deals requiring human-like analysis and negotiation but can’t risk information leakage

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Distraction-Free Personal Device
05
Other

Distraction-Free Personal Device

Minimally viable, distraction-freeing personal device

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Digital Identity
06
Crypto

Digital Identity

Somehow no one’s cracked it yet

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Just-In-Time Liquidity
07
Crypto

Just-In-Time Liquidity

Liquidity when you need it, and not a moment too soon

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Decentralized Content Delivery Networks
08
Crypto

Decentralized Content Delivery Networks

It’s my content and I want it NOW

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Leveraged Prediction Markets
09
Crypto

Leveraged Prediction Markets

Prediction markets, but make it fun

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Robots Built for Wonder
10
Robotics

Robots Built for Wonder

If Disney and Dyson were started today

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Distributed Water Desalination
11
Crypto

Distributed Water Desalination

Solving the water problem with distributed systems

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New bio data + AI businesses
12
Bio

New bio data + AI businesses

Full-stack business required when new data modalities come online

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Ozempic for Sleep
13
Bio

Ozempic for Sleep

A sleep-focused therapeutics startup

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Robot Insurance
14
Robotics

Robot Insurance

Protecting against malfunction

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Formal Verification at Scale
15
Other

Formal Verification at Scale

Making software vulnerabilities a thing of the past

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Cancer Vaccines
16
Bio

Cancer Vaccines

Vaccinate yourself against your own tumor

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Personalized organoid aging
17
Healthcare

Personalized organoid aging

Longevity Intervention Testing

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Protein sequencing
18
Bio

Protein sequencing

Technical unlock to protein-wide understanding

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Going direct with diagnostics
19
Healthcare

Going direct with diagnostics

Rise of consumer Tempus models

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AI-ification of R&D proteins
20
Bio

AI-ification of R&D proteins

Better, faster, cheaper antibodies and enzymes

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Government Modernization
21
AI/ML

Government Modernization

How to make gov cutting edge

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Computable Contracts
22
AI/ML

Computable Contracts

Autonomous execution of legal and commercial contracts

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Decentralized Undercollateralized Lending
23
Crypto

Decentralized Undercollateralized Lending

Making crypto lending an order of magnitude more capital efficient and able to fund non-speculative development

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Cross-Company Agent Layer
24
AI/ML

Cross-Company Agent Layer

Cross-Company Agent Layer

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Robotics for Recycling
25
Robotics

Robotics for Recycling

Robotic trash and recycling sorting.

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Decentralized Debt Clearing
26
Crypto

Decentralized Debt Clearing

Clearing houses open to anyone

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Autonomous surgeries
27
Healthcare

Autonomous surgeries

Scaling safe and effective procedures

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Venoms, poisons, stings
28
Bio

Venoms, poisons, stings

Computation drug discovery for long-tail of diseases

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Cancer prevention drugs
29
Bio

Cancer prevention drugs

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Biosurveillance via mosquito  sequencing
30
Bio

Biosurveillance via mosquito sequencing

New data collection needed

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Exposome
31
Bio

Exposome

Environment-encompassing health

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A therapeutic biomining platform of parasites
32
Bio

A therapeutic biomining platform of parasites

A ripe chemical space

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AI-Enabled Medical Devices
33
Healthcare

AI-Enabled Medical Devices

More advanced and precise medical devices, enabled by AI/ML

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Retail Robotics
34
Robotics

Retail Robotics

Multi-use robots for retail environments

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Biochemical Wearables, Ingestibles, Implantables
35
Bio

Biochemical Wearables, Ingestibles, Implantables

In between a FitBit and CAR-T therapy

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Scarce AI Models
36
AI/ML

Scarce AI Models

Bringing specificity and uniqueness to AI models

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Biobanks
37
Bio

Biobanks

Trojan horse diagnostics to get massive patient data

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Self-driving Labs
38
Bio

Self-driving Labs

No more pipetting!

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Taste Engineering
39
Bio

Taste Engineering

Next culinary frontier

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Interfaces for neuromodulation
40
Healthcare

Interfaces for neuromodulation

Closing the loop from measurement → action

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Decentralized Wearables
41
Crypto

Decentralized Wearables

Health (data) Is Wealth

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Unlocking Underutilized Assets With Distributed Networks
42
Crypto

Unlocking Underutilized Assets With Distributed Networks

Tapping into idle assets through distributed networks

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Neural Net Potentials
43
AI/ML

Neural Net Potentials

Simulating complex physical processes at atomic accuracy and practical speed

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Acoustic Sensor Network
44
Crypto

Acoustic Sensor Network

Scaling audio-based security in a privacy-centric way

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Next-generation organ replacements
45
Bio

Next-generation organ replacements

Hybrid animals

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Decentralized Economically Important Data Gathering Protocol
46
Crypto

Decentralized Economically Important Data Gathering Protocol

Premise Data, Decentralized

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Novel Multi-Sig Protocol
47
Crypto

Novel Multi-Sig Protocol

Fork Gnosis and make multi-sig better UI/UX

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VR as a Desktop Computing Replacement
48
Other

VR as a Desktop Computing Replacement

No more monitors

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“Smarter” Yield-Seeking Contracts
49
Crypto

“Smarter” Yield-Seeking Contracts

Dynamic, active yield-seeking strategies for passive participants

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“Real” Work in Crypto
50
Crypto

“Real” Work in Crypto

IRL activity allowing users to earn tokens in an on-chain network

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Novel Security & Authentication
51
Other

Novel Security & Authentication

Novel authentication in an advanced computing and interconnected world

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Bioinformatics Software
52
Bio

Bioinformatics Software

Data workflows in biology labs will become more streamlined as mainstream software is adopted and network affects kick in

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LVMH for bio
53
Bio

LVMH for bio

biotech but pretty

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Expanding endometriosis
54
Bio

Expanding endometriosis

Businesses need to look towards other indications.

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Biotech for endangered species
55
Bio

Biotech for endangered species

save the koalas

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Platforms for SOTA sequencing experimentation and analysis
56
Bio

Platforms for SOTA sequencing experimentation and analysis

made for experts not nubes

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In vivo detoxification
57
Bio

In vivo detoxification

part of a healthy living

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Decentralized Energy Grids
58
Crypto

Decentralized Energy Grids

Democratizing and Digitizing Energy

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LLM Centric Search Engine
59
AI/ML

LLM Centric Search Engine

Utilizing large models for better, narrow search experiences

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Local Compute & Personal Cloud Computing
60
Other

Local Compute & Personal Cloud Computing

Enabling the in-home compute stack

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Delaying menopause
61
Healthcare

Delaying menopause

This is part of longevity

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Rewarding biosampling
62
Bio

Rewarding biosampling

Incentivizing the collection of bio data

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‘Human’ in a test tube
63
Bio

‘Human’ in a test tube

Recapitulating the microenvironment to increase the predictive validity of cell culture

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Biohacking
64
Bio

Biohacking

Taking control of our bodies and world

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Bio in Space
65
Bio

Bio in Space

More biology manufacturing and research facilities will be extraterrestrial

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The rise of OTC and off-label medication
66
Healthcare

The rise of OTC and off-label medication

Broadening access to medicines + new modalities

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Audio & Video Manipulation Detection
67
AI/ML

Audio & Video Manipulation Detection

Detecting the manipulation of audio and visual assets

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Projection Mapping
68
Other

Projection Mapping

Headsetless Immersive Computing

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Cybersecurity for On-Chain
69
Crypto

Cybersecurity for On-Chain

Protecting crypto users and protocols

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In-Home Robotics
70
Robotics

In-Home Robotics

Robotics, in the home.

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Adversarial Attacks on ML Models
71
AI/ML

Adversarial Attacks on ML Models

Defending machine learning and computer vision

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Financial Data Querying via LLMs
72
AI/ML

Financial Data Querying via LLMs

Bloomberg + Tableau with LLMs

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Crayon for Crypto
73
Crypto

Crayon for Crypto

Competitive Intelligence Tool for On-Chain Orgs/DAOs

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Audio for early detection of defects or diseases
74
Healthcare

Audio for early detection of defects or diseases

Utilizing on-human and on-environment audio cues for early detection of health diseases or defects.

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Battery Recycling
75
Robotics

Battery Recycling

Tertiary businesses around recycling the incoming wave of EV batteries for things such as raw materials or on-grid storage.

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Modified Humans (Horizontal Thesis)
76
Bio

Modified Humans (Horizontal Thesis)

A look at how humans are going to be continually biologically and mechanically modified, treated, and selected.

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Next Generation Game Engines and Infrastructure
77
AI/ML

Next Generation Game Engines and Infrastructure

Game engine technology will seep into general software primitives

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DNA Synthesis
78
Bio

DNA Synthesis

Ripe for engineering step-change.

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Nanomedicines, neomarkets
79
Healthcare

Nanomedicines, neomarkets

Working inside and outside traditional drug discovery

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Psychedelic medicine
80
Healthcare

Psychedelic medicine

Opportunities in a crowded space

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Data brokers in biotech
81
Healthcare

Data brokers in biotech

Secure, anonymized biological data transfer

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Food as Medicine
82
Healthcare

Food as Medicine

Targeted nutrient deprivation therapies for cancer

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Removal of Forever Chemicals
83
Bio

Removal of Forever Chemicals

Reducing the negative consequences of forever chemicals

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Future of Family Planning (Horizontal Thesis)
84
Healthcare

Future of Family Planning (Horizontal Thesis)

New clinical models, digital health models, and biology for tackling family planning

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D2C Diagnostic Testing for Pets
85
Healthcare

D2C Diagnostic Testing for Pets

At home diagnostics for large categories of pet issues that enable expansion into retail recommendations

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Polypharmacology & Drug Data Repurposing
86
Bio

Polypharmacology & Drug Data Repurposing

CRISPR knockouts to help us understand complex relationships between drug targets

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Computational Creativity (Horizontal Thesis)
87
AI/ML

Computational Creativity (Horizontal Thesis)

Utilizing machine learning to scale creativity

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Advanced Treasury Diversification/Management
88
Crypto

Advanced Treasury Diversification/Management

Diversifying DAO Treasuries

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In-Space Data Centers
89
Other

In-Space Data Centers

Data Centers…but in space

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Pediatric Care
90
Healthcare

Pediatric Care

Tia for Children (with mental health included)

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Science Driven Mental Health
91
Healthcare

Science Driven Mental Health

A deeper understanding of biomarkers for mental health

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Smart Toilets
92
Healthcare

Smart Toilets

Connected toilets to monitor waste and deliver insights

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The recalibration phase of AI in drug discovery
93
Bio

The recalibration phase of AI in drug discovery

What we need to do to see the promise of AI in drug discovery

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Self-Sufficient Utilities in a box
94
Other

Self-Sufficient Utilities in a box

Pod for going off-grid for residential homes

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Executive Assistant Software
95
Other

Executive Assistant Software

Software for Executive Assistants

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Product vs. platform synthetic biomanufacturing
96
Bio

Product vs. platform synthetic biomanufacturing

Field is headed back to platform and enabling platforms

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Federated Learning
97
AI/ML

Federated Learning

Privacy-preserving machine learning models for privacy sensitive industries

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Knowledge Management tools for Doctors and Healthcare
98
Healthcare

Knowledge Management tools for Doctors and Healthcare

Notion for Doctors

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Continuous Hormone Monitoring + Auto-Immunity Management
99
Healthcare

Continuous Hormone Monitoring + Auto-Immunity Management

Digital health for endocrinology

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Future of education
100
Other

Future of education

New models for education: supplementary accredited courses, D2C & remedial

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