The Adaptive Economy Newsletter by Atlas Capital

🚢 The Hormuz Shock, and the 65 Active LPs Betting on What Comes Next This Year..

Why the biggest energy security crisis since 1973 is actually accelerating LPs deploying capital into climate and frontier tech funds. Pitchbook’s datas…

Mar 18 • Djoann Fal

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The $4.5 Trillion Pool Nobody in Silicon Valley Is Talking To.

Australia’s superannuation system is the most underestimated LP class in global frontier tech. Here’s why that changes in 2026, and what’s behind the…

Mar 12 • Djoann Fal

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A New Eldorado of 1000+ decamillionaires LPs? It’s Emerging from Silicon Valley’s Mega-Raises.

Stripe at $159B. OpenAI breaks every record in 60 years of Venture Capital history. Anthropic creates 1000+ new decamillionaires, then gets declared a…

Mar 5 • Djoann Fal

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February 2026

The Founders On Our Stage Raised $500M+ Since They Left It, Less Than 12 months Ago.

Here’s what that tells us about where patient family offices capital is flowing, and why we’re doing it again in San Francisco (April 22) and New York…

Feb 20 • Djoann Fal

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Get Access To A Network Of 7,000+ Family Offices & UHNWIs For $500/ Year.

It took me 25 years to get my first company funded by a billionaire. Saves yourself months of noise and misfires. (-40% discount on my newsletter…

Feb 5 • Djoann Fal

4

January 2026

🔒 Texas Active Capital in 2026: 256 Verified Family Offices Actively Deploying in Frontier Tech & Climate Ventures.

[Paid Subscribers Only] One big goal: Next coming 10 years, mobilizing $100 billion of family offices capital towards frontier tech and vital…

Jan 19 • Djoann Fal

7

December 2025

🔒 Singapore & SEA Hidden Capital: 152 Verified Family Offices Actively Deploying in Climate & Frontier Tech Funds & Startups in 2025.

[Paid Subscribers Only] One big goal: Next coming years, mobilizing $1 trillion of family offices capital towards climate, frontier tech and vital…

Dec 2, 2025 • Djoann Fal

5

November 2025

Robotics, GPUs & the New Wealth Engine 🦾 🛡️

Why Everyone Is Underestimating What Happens Next. Where Smart Money Is Moving Before the Crowd + My truth on the current market expectations.

Nov 20, 2025 • Djoann Fal

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🔒 Swiss & European Hidden Capital: 228 Verified Family Offices investing in Climate & Frontier Tech.

[Paid Subscribers Only] One big goal: Next coming years, mobilizing $1 trillion of family offices capital towards climate, frontier tech and vital…

Nov 12, 2025 • Djoann Fal

2

🔒 Middle East’s Hidden Capital: 594 Verified Family Offices investing in Climate & Frontier Tech.

[Paid Subscribers Only] One big goal: Next coming years, mobilizing $1 trillion of family offices capital towards climate, frontier tech and vital…

Nov 10, 2025 • Djoann Fal

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🔒 New York’s Hidden Capital: 816 Verified Family Offices investing in Climate & Frontier Tech.

[Paid Subscribers Only] One big goal: Next coming years, mobilizing $1 trillion of family offices capital towards climate, frontier tech and vital…

Nov 5, 2025 • Djoann Fal

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October 2025

Your Capital vs. The AI Bubble. What stance are family offices taking in 2025?

Let's see who will win. My bet: Family Offices Are Positioned to Inherit the Upside of the AI Infrastructure Bubble... Owning a durable energy ower…

Oct 24, 2025 • Djoann Fal

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