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.

Unchained March 16, 2026

Private 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 Unchained
Unchained February 27, 2026

For 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 Unchained
Unchained February 20, 2026

Why 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 Unchained
Unchained February 6, 2026

Ethereum 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 Unchained
Unchained January 9, 2026

6 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 Unchained

Ryze 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.