{"version":"1.0","type":"card","id":"00685b94-f3f4-419b-8ee0-981be03eef75","url":"https://stacklist.com/card/00685b94-f3f4-419b-8ee0-981be03eef75","title":"Signals Served #029 — The Cost of Capital Moved Somewhere Else","source_url":"https://www.thevcconcierge.com/insights/signals-served-029","note":"Issue #029 of Signals Served — The Cost of Capital Moved Somewhere Else. Week of September 15–21, 2026. 13 signals with a Founder Signal for each. The repricing of long-duration capital is visible in public markets and unobserved near a seed round; the only early-stage measurement anyone published was about whether rounds finish, not what they cost.","image":{"url":"https://ucarecdn.com/f4695af0-9df6-492a-b90e-471488a6d005/","alt":"Signals Served #029 — The Cost of Capital Moved Somewhere Else","width":1280,"height":800},"stack":{"id":"0646d51e-dad0-4c1e-a033-869814d86f1c","title":"Signals Served #029 — The Cost of Capital Moved Somewhere Else","url":"https://stacklist.com/c/finance/stack/0646d51e-dad0-4c1e-a033-869814d86f1c"},"created_at":"2026-09-21T22:44:15.290Z","updated_at":null,"aco":{"summary":"Signals Served #029 analyzes how the Federal Reserve's rate increase and rising 10-year Treasury yields to 5.01% have repriced long-duration capital differently across public and private markets. While public markets show immediate repricing effects, private equity and seed-stage funding remain largely insulated from these changes, suggesting founders should trace specific channels before adjusting their capital strategies.","tags":["venture-capital","interest-rates","capital-markets","fundraising","fed-policy","long-duration-capital","seed-rounds"],"key_entities":[{"name":"Federal Reserve","type":"organization","confidence":0.99},{"name":"Kevin Warsh","type":"person","confidence":0.95},{"name":"Goldman Sachs","type":"organization","confidence":0.98},{"name":"SoftBank","type":"organization","confidence":0.98},{"name":"Nscale","type":"organization","confidence":0.95},{"name":"Crusoe","type":"organization","confidence":0.9},{"name":"AngelList","type":"organization","confidence":0.98},{"name":"Hang Ten Systems","type":"organization","confidence":0.9},{"name":"FOMC Rate Increase September 16 2026","type":"event","confidence":0.97},{"name":"long-duration capital repricing","type":"concept","confidence":0.92}],"classification":"analysis","language":"en","confidence":0.85,"provenance":{"model":"claude-haiku-4-5","tool":"@stacklist/mcp-server@2.0.0","confidence":0.85,"timestamp":"2026-09-21T22:44:24.808Z"},"token_counts":{"approximate":6620,"cl100k":5917},"content_hash":"sha256:5194c2dcb67d3af59cf9c8a8b650d7913e100a34c4f22519310ca9cf1beec0fd","acp_version":"0.2","body_available":true,"body_tokens":6620,"visibility":"public","agent_accessible":true,"status":"final"},"_links":{"self":"/api/public/card/00685b94-f3f4-419b-8ee0-981be03eef75.json","html":"https://stacklist.com/card/00685b94-f3f4-419b-8ee0-981be03eef75","md":"/api/public/card/00685b94-f3f4-419b-8ee0-981be03eef75.md","stack_json":"/api/public/stack/0646d51e-dad0-4c1e-a033-869814d86f1c.json"}}