Compound
GrantsAbout
01.00
REF.A
SCALE 1:1
2025
Since 2016
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
Scroll

2026 Compound

Filter & Search
Distraction-Free Personal Device
01
Other

Distraction-Free Personal Device

Minimally viable, distraction-freeing personal device

Read
Iconiq For Crypto
02
Crypto

Iconiq For Crypto

Full-service wealth management

Read
Self-amplifying drugs
03
Bio

Self-amplifying drugs

Increase potency, decrease COGS

Read
2nd Life Batteries for Storage
04
Other

2nd Life Batteries for Storage

Used EV batteries repurposed for grid and data center energy storage

Read
Onchain Options
05
Crypto

Onchain Options

onchain options

Read
Marketplaces Requiring Private Intelligence
06
AI/ML

Marketplaces Requiring Private Intelligence

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

Read
Digital Identity
07
Crypto

Digital Identity

Somehow no one’s cracked it yet

Read
Just-In-Time Liquidity
08
Crypto

Just-In-Time Liquidity

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

Read
Decentralized Content Delivery Networks
09
Crypto

Decentralized Content Delivery Networks

It’s my content and I want it NOW

Read
Leveraged Prediction Markets
10
Crypto

Leveraged Prediction Markets

Prediction markets, but make it fun

Read
Robots Built for Wonder
11
Robotics

Robots Built for Wonder

If Disney and Dyson were started today

Read
Distributed Water Desalination
12
Crypto

Distributed Water Desalination

Solving the water problem with distributed systems

Read
New bio data + AI businesses
13
Bio

New bio data + AI businesses

Full-stack business required when new data modalities come online

Read
Ozempic for Sleep
14
Bio

Ozempic for Sleep

A sleep-focused therapeutics startup

Read
Robot Insurance
15
Robotics

Robot Insurance

Protecting against malfunction

Read
Formal Verification at Scale
16
Other

Formal Verification at Scale

Making software vulnerabilities a thing of the past

Read
Cancer Vaccines
17
Bio

Cancer Vaccines

Vaccinate yourself against your own tumor

Read
Personalized organoid aging
18
Healthcare

Personalized organoid aging

Longevity Intervention Testing

Read
Protein sequencing
19
Bio

Protein sequencing

Technical unlock to protein-wide understanding

Read
Going direct with diagnostics
20
Healthcare

Going direct with diagnostics

Rise of consumer Tempus models

Read
AI-ification of R&D proteins
21
Bio

AI-ification of R&D proteins

Better, faster, cheaper antibodies and enzymes

Read
Government Modernization
22
AI/ML

Government Modernization

How to make gov cutting edge

Read
Computable Contracts
23
AI/ML

Computable Contracts

Autonomous execution of legal and commercial contracts

Read
Decentralized Undercollateralized Lending
24
Crypto

Decentralized Undercollateralized Lending

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

Read
Cross-Company Agent Layer
25
AI/ML

Cross-Company Agent Layer

Cross-Company Agent Layer

Read
Robotics for Recycling
26
Robotics

Robotics for Recycling

Robotic trash and recycling sorting.

Read
Decentralized Debt Clearing
27
Crypto

Decentralized Debt Clearing

Clearing houses open to anyone

Read
Autonomous surgeries
28
Healthcare

Autonomous surgeries

Scaling safe and effective procedures

Read
Venoms, poisons, stings
29
Bio

Venoms, poisons, stings

Computation drug discovery for long-tail of diseases

Read
Cancer prevention drugs
30
Bio

Cancer prevention drugs

Read
Biosurveillance via mosquito  sequencing
31
Bio

Biosurveillance via mosquito sequencing

New data collection needed

Read
Exposome
32
Bio

Exposome

Environment-encompassing health

Read
A therapeutic biomining platform of parasites
33
Bio

A therapeutic biomining platform of parasites

A ripe chemical space

Read
AI-Enabled Medical Devices
34
Healthcare

AI-Enabled Medical Devices

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

Read
Retail Robotics
35
Robotics

Retail Robotics

Multi-use robots for retail environments

Read
Biochemical Wearables, Ingestibles, Implantables
36
Bio

Biochemical Wearables, Ingestibles, Implantables

In between a FitBit and CAR-T therapy

Read
Scarce AI Models
37
AI/ML

Scarce AI Models

Bringing specificity and uniqueness to AI models

Read
Biobanks
38
Bio

Biobanks

Trojan horse diagnostics to get massive patient data

Read
Self-driving Labs
39
Bio

Self-driving Labs

No more pipetting!

Read
Taste Engineering
40
Bio

Taste Engineering

Next culinary frontier

Read
Interfaces for neuromodulation
41
Healthcare

Interfaces for neuromodulation

Closing the loop from measurement → action

Read
Decentralized Wearables
42
Crypto

Decentralized Wearables

Health (data) Is Wealth

Read
Unlocking Underutilized Assets With Distributed Networks
43
Crypto

Unlocking Underutilized Assets With Distributed Networks

Tapping into idle assets through distributed networks

Read
Neural Net Potentials
44
AI/ML

Neural Net Potentials

Simulating complex physical processes at atomic accuracy and practical speed

Read
Acoustic Sensor Network
45
Crypto

Acoustic Sensor Network

Scaling audio-based security in a privacy-centric way

Read
Next-generation organ replacements
46
Bio

Next-generation organ replacements

Hybrid animals

Read
Decentralized Economically Important Data Gathering Protocol
47
Crypto

Decentralized Economically Important Data Gathering Protocol

Premise Data, Decentralized

Read
Novel Multi-Sig Protocol
48
Crypto

Novel Multi-Sig Protocol

Fork Gnosis and make multi-sig better UI/UX

Read
VR as a Desktop Computing Replacement
49
Other

VR as a Desktop Computing Replacement

No more monitors

Read
“Smarter” Yield-Seeking Contracts
50
Crypto

“Smarter” Yield-Seeking Contracts

Dynamic, active yield-seeking strategies for passive participants

Read
“Real” Work in Crypto
51
Crypto

“Real” Work in Crypto

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

Read
Novel Security & Authentication
52
Other

Novel Security & Authentication

Novel authentication in an advanced computing and interconnected world

Read
Bioinformatics Software
53
Bio

Bioinformatics Software

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

Read
LVMH for bio
54
Bio

LVMH for bio

biotech but pretty

Read
Expanding endometriosis
55
Bio

Expanding endometriosis

Businesses need to look towards other indications.

Read
Biotech for endangered species
56
Bio

Biotech for endangered species

save the koalas

Read
Platforms for SOTA sequencing experimentation and analysis
57
Bio

Platforms for SOTA sequencing experimentation and analysis

made for experts not nubes

Read
In vivo detoxification
58
Bio

In vivo detoxification

part of a healthy living

Read
Decentralized Energy Grids
59
Crypto

Decentralized Energy Grids

Democratizing and Digitizing Energy

Read
LLM Centric Search Engine
60
AI/ML

LLM Centric Search Engine

Utilizing large models for better, narrow search experiences

Read
Local Compute & Personal Cloud Computing
61
Other

Local Compute & Personal Cloud Computing

Enabling the in-home compute stack

Read
Delaying menopause
62
Healthcare

Delaying menopause

This is part of longevity

Read
Rewarding biosampling
63
Bio

Rewarding biosampling

Incentivizing the collection of bio data

Read
‘Human’ in a test tube
64
Bio

‘Human’ in a test tube

Recapitulating the microenvironment to increase the predictive validity of cell culture

Read
Biohacking
65
Bio

Biohacking

Taking control of our bodies and world

Read
Bio in Space
66
Bio

Bio in Space

More biology manufacturing and research facilities will be extraterrestrial

Read
The rise of OTC and off-label medication
67
Healthcare

The rise of OTC and off-label medication

Broadening access to medicines + new modalities

Read
Audio & Video Manipulation Detection
68
AI/ML

Audio & Video Manipulation Detection

Detecting the manipulation of audio and visual assets

Read
Projection Mapping
69
Other

Projection Mapping

Headsetless Immersive Computing

Read
Cybersecurity for On-Chain
70
Crypto

Cybersecurity for On-Chain

Protecting crypto users and protocols

Read
In-Home Robotics
71
Robotics

In-Home Robotics

Robotics, in the home.

Read
Adversarial Attacks on ML Models
72
AI/ML

Adversarial Attacks on ML Models

Defending machine learning and computer vision

Read
Financial Data Querying via LLMs
73
AI/ML

Financial Data Querying via LLMs

Bloomberg + Tableau with LLMs

Read
Crayon for Crypto
74
Crypto

Crayon for Crypto

Competitive Intelligence Tool for On-Chain Orgs/DAOs

Read
Audio for early detection of defects or diseases
75
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.

Read
Battery Recycling
76
Robotics

Battery Recycling

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

Read
Modified Humans (Horizontal Thesis)
77
Bio

Modified Humans (Horizontal Thesis)

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

Read
Next Generation Game Engines and Infrastructure
78
AI/ML

Next Generation Game Engines and Infrastructure

Game engine technology will seep into general software primitives

Read
DNA Synthesis
79
Bio

DNA Synthesis

Ripe for engineering step-change.

Read
Nanomedicines, neomarkets
80
Healthcare

Nanomedicines, neomarkets

Working inside and outside traditional drug discovery

Read
Psychedelic medicine
81
Healthcare

Psychedelic medicine

Opportunities in a crowded space

Read
Data brokers in biotech
82
Healthcare

Data brokers in biotech

Secure, anonymized biological data transfer

Read
Food as Medicine
83
Healthcare

Food as Medicine

Targeted nutrient deprivation therapies for cancer

Read
Removal of Forever Chemicals
84
Bio

Removal of Forever Chemicals

Reducing the negative consequences of forever chemicals

Read
Future of Family Planning (Horizontal Thesis)
85
Healthcare

Future of Family Planning (Horizontal Thesis)

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

Read
D2C Diagnostic Testing for Pets
86
Healthcare

D2C Diagnostic Testing for Pets

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

Read
Polypharmacology & Drug Data Repurposing
87
Bio

Polypharmacology & Drug Data Repurposing

CRISPR knockouts to help us understand complex relationships between drug targets

Read
Computational Creativity (Horizontal Thesis)
88
AI/ML

Computational Creativity (Horizontal Thesis)

Utilizing machine learning to scale creativity

Read
Advanced Treasury Diversification/Management
89
Crypto

Advanced Treasury Diversification/Management

Diversifying DAO Treasuries

Read
In-Space Data Centers
90
Other

In-Space Data Centers

Data Centers…but in space

Read
Pediatric Care
91
Healthcare

Pediatric Care

Tia for Children (with mental health included)

Read
Science Driven Mental Health
92
Healthcare

Science Driven Mental Health

A deeper understanding of biomarkers for mental health

Read
Smart Toilets
93
Healthcare

Smart Toilets

Connected toilets to monitor waste and deliver insights

Read
The recalibration phase of AI in drug discovery
94
Bio

The recalibration phase of AI in drug discovery

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

Read
Self-Sufficient Utilities in a box
95
Other

Self-Sufficient Utilities in a box

Pod for going off-grid for residential homes

Read
Executive Assistant Software
96
Other

Executive Assistant Software

Software for Executive Assistants

Read
Product vs. platform synthetic biomanufacturing
97
Bio

Product vs. platform synthetic biomanufacturing

Field is headed back to platform and enabling platforms

Read
Federated Learning
98
AI/ML

Federated Learning

Privacy-preserving machine learning models for privacy sensitive industries

Read
Knowledge Management tools for Doctors and Healthcare
99
Healthcare

Knowledge Management tools for Doctors and Healthcare

Notion for Doctors

Read
Continuous Hormone Monitoring + Auto-Immunity Management
100
Healthcare

Continuous Hormone Monitoring + Auto-Immunity Management

Digital health for endocrinology

Read