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

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Self-amplifying drugs
01
Bio

Self-amplifying drugs

Increase potency, decrease COGS

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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

Read
Marketplaces Requiring Private Intelligence
03
AI/ML

Marketplaces Requiring Private Intelligence

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

Read
Onchain Options
04
Crypto

Onchain Options

onchain options

Read
New bio data + AI businesses
05
Bio

New bio data + AI businesses

Full-stack business required when new data modalities come online

Read
Distributed Water Desalination
06
Crypto

Distributed Water Desalination

Solving the water problem with distributed systems

Read
Ozempic for Sleep
07
Bio

Ozempic for Sleep

A sleep-focused therapeutics startup

Read
Personalized organoid aging
08
Healthcare

Personalized organoid aging

Longevity Intervention Testing

Read
Going direct with diagnostics
09
Healthcare

Going direct with diagnostics

Rise of consumer Tempus models

Read
AI-ification of R&D proteins
10
Bio

AI-ification of R&D proteins

Better, faster, cheaper antibodies and enzymes

Read
Robots Built for Wonder
11
Robotics

Robots Built for Wonder

If Disney and Dyson were started today

Read
Cancer Vaccines
12
Bio

Cancer Vaccines

Vaccinate yourself against your own tumor

Read
Autonomous surgeries
13
Healthcare

Autonomous surgeries

Scaling safe and effective procedures

Read
Cross-Company Agent Layer
14
AI/ML

Cross-Company Agent Layer

Cross-Company Agent Layer

Read
Venoms, poisons, stings
15
Bio

Venoms, poisons, stings

Computation drug discovery for long-tail of diseases

Read
Robot Insurance
16
Robotics

Robot Insurance

Protecting against malfunction

Read
Formal Verification at Scale
17
Other

Formal Verification at Scale

Making software vulnerabilities a thing of the past

Read
Government Modernization
18
AI/ML

Government Modernization

How to make gov cutting edge

Read
Distraction-Free Personal Device
19
Other

Distraction-Free Personal Device

Minimally viable, distraction-freeing personal device

Read
Computable Contracts
20
AI/ML

Computable Contracts

Autonomous execution of legal and commercial contracts

Read
Cancer prevention drugs
21
Bio

Cancer prevention drugs

Read
Exposome
22
Bio

Exposome

Environment-encompassing health

Read
Biosurveillance via mosquito  sequencing
23
Bio

Biosurveillance via mosquito sequencing

New data collection needed

Read
Digital Identity
24
Crypto

Digital Identity

Somehow no one’s cracked it yet

Read
Decentralized Debt Clearing
25
Crypto

Decentralized Debt Clearing

Clearing houses open to anyone

Read
Decentralized Undercollateralized Lending
26
Crypto

Decentralized Undercollateralized Lending

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

Read
Scarce AI Models
27
AI/ML

Scarce AI Models

Bringing specificity and uniqueness to AI models

Read
Biochemical Wearables, Ingestibles, Implantables
28
Bio

Biochemical Wearables, Ingestibles, Implantables

In between a FitBit and CAR-T therapy

Read
Protein sequencing
29
Bio

Protein sequencing

Technical unlock to protein-wide understanding

Read
A therapeutic biomining platform of parasites
30
Bio

A therapeutic biomining platform of parasites

A ripe chemical space

Read
Self-driving Labs
31
Bio

Self-driving Labs

No more pipetting!

Read
Taste Engineering
32
Bio

Taste Engineering

Next culinary frontier

Read
Biobanks
33
Bio

Biobanks

Trojan horse diagnostics to get massive patient data

Read
Interfaces for neuromodulation
34
Healthcare

Interfaces for neuromodulation

Closing the loop from measurement → action

Read
Decentralized Wearables
35
Crypto

Decentralized Wearables

Health (data) Is Wealth

Read
Neural Net Potentials
36
AI/ML

Neural Net Potentials

Simulating complex physical processes at atomic accuracy and practical speed

Read
Retail Robotics
37
Robotics

Retail Robotics

Multi-use robots for retail environments

Read
Acoustic Sensor Network
38
Crypto

Acoustic Sensor Network

Scaling audio-based security in a privacy-centric way

Read
Just-In-Time Liquidity
39
Crypto

Just-In-Time Liquidity

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

Read
Next-generation organ replacements
40
Bio

Next-generation organ replacements

Hybrid animals

Read
Decentralized Economically Important Data Gathering Protocol
41
Crypto

Decentralized Economically Important Data Gathering Protocol

Premise Data, Decentralized

Read
Decentralized Content Delivery Networks
42
Crypto

Decentralized Content Delivery Networks

It’s my content and I want it NOW

Read
Leveraged Prediction Markets
43
Crypto

Leveraged Prediction Markets

Prediction markets, but make it fun

Read
Novel Security & Authentication
44
Other

Novel Security & Authentication

Novel authentication in an advanced computing and interconnected world

Read
Biotech for endangered species
45
Bio

Biotech for endangered species

save the koalas

Read
LVMH for bio
46
Bio

LVMH for bio

biotech but pretty

Read
Platforms for SOTA sequencing experimentation and analysis
47
Bio

Platforms for SOTA sequencing experimentation and analysis

made for experts not nubes

Read
In vivo detoxification
48
Bio

In vivo detoxification

part of a healthy living

Read
Decentralized Energy Grids
49
Crypto

Decentralized Energy Grids

Democratizing and Digitizing Energy

Read
Local Compute & Personal Cloud Computing
50
Other

Local Compute & Personal Cloud Computing

Enabling the in-home compute stack

Read
Delaying menopause
51
Healthcare

Delaying menopause

This is part of longevity

Read
Rewarding biosampling
52
Bio

Rewarding biosampling

Incentivizing the collection of bio data

Read
Iconiq For Crypto
53
Crypto

Iconiq For Crypto

Full-service wealth management

Read
‘Human’ in a test tube
54
Bio

‘Human’ in a test tube

Recapitulating the microenvironment to increase the predictive validity of cell culture

Read
Biohacking
55
Bio

Biohacking

Taking control of our bodies and world

Read
Bio in Space
56
Bio

Bio in Space

More biology manufacturing and research facilities will be extraterrestrial

Read
“Smarter” Yield-Seeking Contracts
57
Crypto

“Smarter” Yield-Seeking Contracts

Dynamic, active yield-seeking strategies for passive participants

Read
Unlocking Underutilized Assets With Distributed Networks
58
Crypto

Unlocking Underutilized Assets With Distributed Networks

Tapping into idle assets through distributed networks

Read
“Real” Work in Crypto
59
Crypto

“Real” Work in Crypto

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

Read
The rise of OTC and off-label medication
60
Healthcare

The rise of OTC and off-label medication

Broadening access to medicines + new modalities

Read
Next Generation Game Engines and Infrastructure
61
AI/ML

Next Generation Game Engines and Infrastructure

Game engine technology will seep into general software primitives

Read
DNA Synthesis
62
Bio

DNA Synthesis

Ripe for engineering step-change.

Read
Nanomedicines, neomarkets
63
Healthcare

Nanomedicines, neomarkets

Working inside and outside traditional drug discovery

Read
Psychedelic medicine
64
Healthcare

Psychedelic medicine

Opportunities in a crowded space

Read
Data brokers in biotech
65
Healthcare

Data brokers in biotech

Secure, anonymized biological data transfer

Read
Future of Family Planning (Horizontal Thesis)
66
Healthcare

Future of Family Planning (Horizontal Thesis)

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

Read
Computational Creativity (Horizontal Thesis)
67
AI/ML

Computational Creativity (Horizontal Thesis)

Utilizing machine learning to scale creativity

Read
AI-Enabled Medical Devices
68
Healthcare

AI-Enabled Medical Devices

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

Read
Modified Humans (Horizontal Thesis)
69
Bio

Modified Humans (Horizontal Thesis)

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

Read
In-Space Data Centers
70
Other

In-Space Data Centers

Data Centers…but in space

Read
Pediatric Care
71
Healthcare

Pediatric Care

Tia for Children (with mental health included)

Read
Science Driven Mental Health
72
Healthcare

Science Driven Mental Health

A deeper understanding of biomarkers for mental health

Read
Smart Toilets
73
Healthcare

Smart Toilets

Connected toilets to monitor waste and deliver insights

Read
Projection Mapping
74
Other

Projection Mapping

Headsetless Immersive Computing

Read
Adversarial Attacks on ML Models
75
AI/ML

Adversarial Attacks on ML Models

Defending machine learning and computer vision

Read
Self-Sufficient Utilities in a box
76
Other

Self-Sufficient Utilities in a box

Pod for going off-grid for residential homes

Read
Financial Data Querying via LLMs
77
AI/ML

Financial Data Querying via LLMs

Bloomberg + Tableau with LLMs

Read
LLM Centric Search Engine
78
AI/ML

LLM Centric Search Engine

Utilizing large models for better, narrow search experiences

Read
Product vs. platform synthetic biomanufacturing
79
Bio

Product vs. platform synthetic biomanufacturing

Field is headed back to platform and enabling platforms

Read
Cybersecurity for On-Chain
80
Crypto

Cybersecurity for On-Chain

Protecting crypto users and protocols

Read
Executive Assistant Software
81
Other

Executive Assistant Software

Software for Executive Assistants

Read
Novel Multi-Sig Protocol
82
Crypto

Novel Multi-Sig Protocol

Fork Gnosis and make multi-sig better UI/UX

Read
Expanding endometriosis
83
Bio

Expanding endometriosis

Businesses need to look towards other indications.

Read
Crayon for Crypto
84
Crypto

Crayon for Crypto

Competitive Intelligence Tool for On-Chain Orgs/DAOs

Read
Audio for early detection of defects or diseases
85
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
Knowledge Management tools for Doctors and Healthcare
86
Healthcare

Knowledge Management tools for Doctors and Healthcare

Notion for Doctors

Read
Federated Learning
87
AI/ML

Federated Learning

Privacy-preserving machine learning models for privacy sensitive industries

Read
In-Home Robotics
88
Robotics

In-Home Robotics

Robotics, in the home.

Read
Polypharmacology & Drug Data Repurposing
89
Bio

Polypharmacology & Drug Data Repurposing

CRISPR knockouts to help us understand complex relationships between drug targets

Read
The recalibration phase of AI in drug discovery
90
Bio

The recalibration phase of AI in drug discovery

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

Read
Bioinformatics Software
91
Bio

Bioinformatics Software

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

Read
Continuous Hormone Monitoring + Auto-Immunity Management
92
Healthcare

Continuous Hormone Monitoring + Auto-Immunity Management

Digital health for endocrinology

Read
D2C Diagnostic Testing for Pets
93
Healthcare

D2C Diagnostic Testing for Pets

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

Read
Battery Recycling
94
Robotics

Battery Recycling

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

Read
Future of education
95
Other

Future of education

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

Read
Food as Medicine
96
Healthcare

Food as Medicine

Targeted nutrient deprivation therapies for cancer

Read
Advanced Treasury Diversification/Management
97
Crypto

Advanced Treasury Diversification/Management

Diversifying DAO Treasuries

Read
VR as a Desktop Computing Replacement
98
Other

VR as a Desktop Computing Replacement

No more monitors

Read
Functional readouts in diagnostics - TCR
99
Bio

Functional readouts in diagnostics - TCR

Clinic needs to catch up with the research

Read
Robotics for Recycling
100
Robotics

Robotics for Recycling

Robotic trash and recycling sorting.

Read