Moonwalker Capital
Tatiana Koffman, Angie MallteziMoonwalker Capital is a multi-asset investment manager focused on the future of digital assets and emerging fourth-generation technologies.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 48 | Founded | a year ago | Last Issue | a month ago |
| Active | |||||
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moonwalkercapital.substack.comLatest Issues
Moonwalker Weekly // Fed Holds Rates, Energy Takes Center-Stage
Dear Investors,
Today’s Fed handoff stopped being a coronation and became a chess match.
For months, markets had priced the Warsh transition as a clean dovish gift — pro-rate-cut Fed Chair takes over from cautious Powell, liquidity spigot...
Moonwalker Weekly // The 4-Year Cycle Is Dead
Dear Investors,
This week, we are holding the following core positions:
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to express our Bitcoin bullishness
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and to express our conviction in ETH
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as stablecoins are taking over financial rails
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, , for the upcoming AI e...
Moonwalker Weekly // Three Catalysts For a Bull Market
Moonwalker Capital is a multi-asset investment manager investing across digital assets, AI, and robotics.
Dear Investors,
Forty-three days into the Iran war, and something remarkable is happening: the market has stopped caring. Oil...
Moonwalker Weekly // The Oil Toll Booth
Dear Investors,
Five weeks into the Iran war, the consensus is still wrong about the Strait of Hormuz. Most investors are trading a binary – open or closed, war or peace, $150 oil or $60 oil. But a research team that chartered a speedboat...
Moonwalker Weekly // Saylor's Money Machine
Moonwalker Capital is a multi-asset investment manager investing across digital assets, AI, and robotics.
Dear Investors,
Markets are balancing two forces this week: the Fed’s wartime policy decision and the capital markets engine...
Key Facts
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Investor. Writer. Aspiring Philosopher.
Tech builder by day, investor by night. I break down liquidity, energy, and tech concepts to explain capital flows and behaviour across global markets.
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