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JD Audena

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life’s better when it’s bold, curious, and a little chaotic | building & becoming always | in service of the future | fellow omnipotentialite and friend to @KyleHudson

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Signals Served #029 — The Cost of Capital Moved Somewhere Else

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.

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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

Federal Reserve (organization, 0.99) · Kevin Warsh (person, 0.95) · Goldman Sachs (organization, 0.98) · SoftBank (organization, 0.98) · Nscale (organization, 0.95) · Crusoe (organization, 0.9) · AngelList (organization, 0.98) · Hang Ten Systems (organization, 0.9) · FOMC Rate Increase September 16 2026 (event, 0.97) · long-duration capital repricing (concept, 0.92)

Classification

analysis · language en · status final

Provenance

claude-haiku-4-5 via @stacklist/mcp-server@2.0.0, confidence 0.85, 21 Sep 2026