Home
About US
Portfolio
Menu
close
Writing
Theses
Crypto
Grants
Compound is a Thesis-Driven, Research-Centric Investment Firm
Recent Writing
see all
Crypto
Déjà Vu All Over Again
Published on
January 6, 2026
Crypto
The Decentralized Science Playbook
Published on
October 23, 2025
Investing & Company Building
Sequencing vs. Equal Odds in Deep Tech
Published on
October 6, 2025
Investing & Company Building
Narrative Cycle Entry
Published on
September 24, 2025
Biology
A Playbook for Human Evidence
Published on
July 23, 2025
Biology
Towards Material Abundance
Published on
June 18, 2025
Biology
Dozens of Nobel-Worthy Innovations Awaiting Biomanufacturing 2.0
Published on
April 21, 2025
Crypto
Putting Cryptography Back in Crypto
Published on
February 26, 2025
Investing & Company Building
The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles
Published on
February 11, 2025
Biology
Autonomous Science Part II: Commercializing Autonomous Science
Published on
February 6, 2025
Biology
Part II: The Biosecurity Solution Space and Potential for Venture-Scale Businesses
Published on
September 26, 2024
Crypto
DePIN's Imperfect Present & Promising Future: A Deep Dive
Published on
September 12, 2024
Biology
A Biohacker Future
Published on
August 23, 2024
Investing & Company Building
The Venturification of Research & The Resulting Prisoner's Dilemma
Published on
July 17, 2024
AI/ML & Robotics
Robotics FOMO, Scaling Laws, & Technology Forecasting
Published on
June 20, 2024
Biology
Why Biosecurity Matters – What are We Protecting Against? Part I
Published on
June 13, 2024
Investing & Company Building
Compound 2023 Annual Letter
Published on
April 19, 2024
AI/ML & Robotics
The Shifting Dynamics & Meta-Moats of AI
Published on
April 18, 2024
AI/ML & Robotics
Collective Intelligence, Multi-Agent Debate, & AGI
Published on
January 23, 2024
Investing & Company Building
Category Creation & Capital in Technology + Potential Market Tops
Published on
January 2, 2024
