Things We're Reading - January 2025

Monthly compilation of crypto news, analysis, and think pieces

January 2025

1. Vitalik Buterin: Scaling Ethereum in 2025 and Beyond

   https://vitalik.eth.limo/general/2025/01/23/l1l2future.html

2. Arthur Hayes, founder of BitMex, with his macro-liquidity trade thesis for the year ahead

   https://medium.com/@cryptohayes/sasa-0b474e218c5d

3. Some thoughts on memecoins: “Fat Meme Thesis”

   https://paragraph.xyz/@nate/fat-memes

4. Deep in the weeds dive into market-making onchain in DeFi

   https://paragraph.xyz/@kompreni/lp-incentives

5. Ethereum Acceleration

   https://www.paradigm.xyz/2025/01/ethereum-acceleration-1