Writings
Crypto writing with portfolio relevance.
I write to help serious readers understand what happened, why it matters, and what it could mean for positioning. That includes paywalled market analysis at Unchained, weekly macro commentary at Ryze Labs, and deeper research reports on crypto sectors, protocols, and valuation-sensitive narratives.
Most of the Unchained work is behind a paywall by design. If you want to read a specific piece, reach out at juanpablo_aranovich@hotmail.com.
Bitcoin Is in Uncertain Territory. Could Strategy's STRC Be the Last Straw?
🔒 paywalled Read on UnchainedPrivate Credit Is Having a Bit of a Crisis. Will Crypto Do Any Good?
TradFi private credit is gating investors out. DeFi is building the parallel infrastructure. Which tokens could benefit from that convergence?
🔒 paywalled Read on UnchainedThe Aave DAO Is Collapsing. Is the Token Still a Good Investment?
🔒 paywalled Read on UnchainedFor L2 Tokens, Will Robinhood Be to Arbitrum What Base Was to Optimism?
Base was 98.5% of Superchain revenue. Now it's gone. The graduation trap isn't an Optimism problem — it's an L2 infrastructure problem. Is ARB next in line?
🔒 paywalled Read on UnchainedWhy AI Investments Could Go Bust and Which Stocks May Be More Solid Winners
The market is underwriting massive AI capex on the assumption models capture the profits. If that's wrong, value migrates to power and payment rails.
🔒 paywalled Read on UnchainedBlackRock Just Chose Uniswap. The Market Didn't Care. Here's Why.
🔒 paywalled Read on UnchainedEthereum Lets Go of the Rollup Story. Here Are the 6 Tokens That Benefit
After years of denial, Vitalik Buterin admits L2s aren't "branded shards." What that means for ETH, L2 tokens, and who benefits now.
🔒 paywalled Read on UnchainedWhy HYPE Is Up While Every Other Crypto, Including Bitcoin, Is Down
🔒 paywalled Read on UnchainedWhy Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil
🔒 paywalled Read on UnchainedShould You Buy Gold or Bitcoin? Here's How to Think About It
🔒 paywalled Read on Unchained6 Ways to Make Money in Prediction Markets in 2026
Prediction markets are growing fast. Most participants are still trading for fun. Here's how professionals extract probability, time decay, and structural edges from them.
🔒 paywalled Read on UnchainedRyze Labs Research
Weekly macro and deeper research work.
At Ryze Labs, I also wrote weekly macro reports, valuation-driven research, and longer-form market analysis. Below you can find both the Ryze Roundups and a separate archive of research reports.
Ryze Roundups Weekly market commentary used in top publications.
Ryze Labs
The Open Network (TON): Research Report
Ryze Labs
State of the Stablecoin Market and the Potential Impact in Emerging Markets
Ryze Labs
Panoramic Analysis of the Bitcoin Ecosystem
Ryze Labs
Overview of Spot Bitcoin ETFs: Evolution, Flows, and Market Structure
Ryze Labs
In-Depth Analysis by Ryze Labs: Unraveling the DePIN Sector
Ryze Labs
Visa's Approach to Simplifying Ethereum Transactions Through Account Abstraction
Ryze Labs
The Synopsis: Unraveling the Power of Modular Blockchain Design
Ryze Labs
Account Abstraction: Use Cases and Market Implications
Ryze Labs
Adapting to AI: The Future of Content and Distribution
Ryze Labs
Permissioned Blockchains: A Turning Point for Institutions
Ryze Labs
Exploring the Key Contenders in the Layer 2 Landscape
Ryze Labs
Crypto Was Born Because Institutions Failed
Ryze Labs
Two Ways Block Builders Can Add Value and Improve User Experience
Ryze Labs