Tatiana Koffman
Author, MythOfMoney.com at Freelance
GP @MoonwalkerCap | Author of Bestseller ‘Myth of Money’ | Backgammon Champion | 2x Immigrant | #Bitcoin | Punk #2278 ✡️
Articles
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2 weeks ago |
moonwalkercapital.substack.com | Tatiana Koffman
Dear Investors,Welcome to another eventful weekly update on the markets. Global liquidity remains at a historic peak, but the scaffolding is starting to strain. Q1’s flood of liquidity brought temporary calm through lower bond volatility, asset reflation, and a sharp crypto rebound during an otherwise volatile month. But the system is now entering a dangerous transition. The Fed’s injections have slowed. The Treasury General Account has doubled, pulling cash out of circulation.
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1 month ago |
moonwalkercapital.substack.com | Tatiana Koffman
Dear Investors,We are facing a pivotal week in the macroeconomic landscape. The following is a detailed macroeconomic outlook from our team at Moonwalker Capital and our expectations for the liquid markets over the next two years. The Fed held rates at 4.25%-4.50%, maintaining a cautious stance amid Trump’s economic maneuvers. It revised its 2025 outlook, projecting higher inflation and slower growth, partly due to new tariffs.
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2 months ago |
moonwalkercapital.substack.com | Tatiana Koffman
Dear Investors,Welcome back to this week’s Investor Update from Moonwalker Capital. While short-term market swings and crypto sell-offs dominate headlines, the real story is unfolding at a much higher level. The structural shift in Bitcoin’s adoption is accelerating—not just among institutions, but now at the highest levels of government.
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2 months ago |
moonwalkercapital.substack.com | Tatiana Koffman
Dear Investors,Welcome back to this week’s Investor Update from Moonwalker Capital. The crypto market has experienced a sharp pullback in recent days, shaking out leverage and testing investor nerves. Bitcoin, which reached a $109,000 all-time high in January, dropped nearly 19% to the mid-$80Ks. Total crypto market capitalization fell about 8% week-over-week. Headlines blared bearish warnings, from ETF outflows to a $1.5B exchange hack, fueling fear.
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Jan 29, 2025 |
moonwalkercapital.substack.com | Tatiana Koffman
Dear Investors,January 29, 2025Welcome back to this week’s Investor Update from Moonwalker Capital. The Fed’s FOMC statement this afternoon reinforced a cautious stance, dashing hopes for imminent rate cuts and keeping markets on edge. Powell’s emphasis on needing more data before shifting policy added to uncertainty—just as investors weigh its impact on risk assets.
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They told me the American dream is dead. https://t.co/BB678qk6pu
Couldn’t have said it better.
The Trump admin Playbook/Strategy is coming into focus: * Real time inflation currently below 2% *Assemble the killer team (Bessent, Lutnick, Musk, etc) * Fix fair/free trade imbalances with massive tariffs * Get the 10 and 30 year bond rates way down * Equally massive emergency
Homeboys moving up in the world 🚀
📣 proud to announce that i’ve officially joined @worldlibertyfi as chief of staff! i’ve long believed that blockchain is the most freedom-enabling technology on the planet, and my mission has always been to accelerate its awareness, understanding, and adoption. world liberty https://t.co/UVELLGMj5H
