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Jon Bell

Crypto macro

Jon Bell

Bitcoin, liquidity, stablecoin flows, and risk appetite across crypto-linked equities.

@jonbell1,364 subscribersSince Apr 2023

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2 notes COIN focused letter6-36 months average holdOptions spreads
FreeCrypto macroCOINApr 25

COIN Watch: Crypto Setup I Am Tracking

Jon Bell breaks down the current COIN setup, the key level that matters next, and what would make the thesis stronger.

NeutralLow convictionLow risk 7 min read
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PaidPremium noteCOINApr 24

Premium: COIN Risk Map and Subscriber Notes

Subscribe to unlock Jon's full COIN risk map and subscriber-only comments.

ReviewMedium convictionMedium risk 10 min read
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