Synthos Research · updated weekly

The Frontier Gap Board

Frontier Gap = scientific feasibility − what the market has priced. Feasibility comes from our frontier-scientist panel (minimum 15 dated claims per field); priced-in is the trade-extension percentile of each field's liquid proxy basket over 10 years. A wide positive Gap = the science is ahead of the trade. Negative = the trade ran ahead of the science.

Synthos Research · as of 2026-07-06 · method v1 (price-extension) · graded in public

Live gaps

Field · basketSciencePricedFrontier Gap

AI applications & agentsIGV9216+76

Smart-contract L1/L2sETH SOL8219+64

AI infrastructure & powerVRT ETN VST CEG8435+48

GLP-1 & metabolicLLY NVO7655+21

Space economyRKLB8468+16

Biotech platformsXBI8998-8

AI compute & chipsSMH8498-13

Insufficient science sample — not published

We don't print a feasibility number from fewer than 15 panel claims. These get a Gap when the sample matures.

Bitcoin (store of value)BTC–15n=4

The frontier with no vehicle yet

High scientific feasibility, no clean public-market expression. The most interesting list on the page — when a vehicle appears, the Gap is born wide.

Longevity & aging scienceno clean public vehicle yet87—awaiting vehicle

Neurotech / BCIno clean public vehicle yet96—awaiting vehicle

Robotics & physical AIno clean public vehicle yet76—awaiting vehicle

Foundation modelsno clean public vehicle yet70—awaiting vehicle

AI drug discoveryno clean public vehicle yet87—awaiting vehicle

Advanced manufacturingno clean public vehicle yet90—awaiting vehicle