Factor Capital Update - August 2025
A comparison between NIL in college sports and the escalating capital arms race in startup funding.
Jake Dwyer
The Next Generation of UI
Why I'm currently focused on MCP and how AI is likely becoming the universal interface for everything.
Factor Capital Update - July 2025
Circle’s IPO, the GENIUS Act, fintech stablecoin adoption, and the next phase of crypto market infrastructure.
The New Economics of Early-Stage Startups
How AI and crypto reduce startup costs, compress teams, and change early-stage capital formation.
Factor Capital Update - May 2025
Bank-issued stablecoins, merchant adoption, and the stable-account future for digital dollars.
Factor Capital Update - Q1 2025
Q1 2025 market volatility, tariffs, stablecoin adoption, tokenization, and AI/crypto as commodity inputs.