Things We're Reading - January 2025

Vitalik Buterin: Scaling Ethereum in 2025 and Beyond

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

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

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

Some thoughts on memecoins: “Fat Meme Thesis”

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

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

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

Ethereum Acceleration

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