For years, we have operated under a shared, tacit assumption about the blockchain trade-off. The consensus thesis went like this: "Ethereum provides maximum verification and neutrality, but the cost of this trust is low throughput. Therefore, it is destined to be a niche settlement layer for high-value financial transactions: the ‘Digital Gold’ or ‘Global Settlement’ use case." We were wrong. We were looking at Ethereum through a purely technical lens (bandwidth constraints) rather than a strategic economic lens (market dynamics). If you treat Ethereum as a single computer, yes, it is slow. But if you treat Ethereum as a market coordination mechanism, it becomes the architect of the most scalable computational system humanity has ever seen, far exceeding the capabilities of AWS, Google, or any centralized cloud provider. Here is the thesis for the next decade of Ethereum: 1. The End of the Command Economy Web2 infrastructure (AWS, Azure) is effectively a command economy. One central planner decides the roadmap, buys the hardware, sets the prices, and manages the supply chain. They benefit from economies of scale, but they suffer from the inefficiencies of centralization. Ethereum is an open, free market. It creates a "Request for Proposal" (RFP) for every resource required for digital existence: data availability, proof generation, storage, and execution. 2. Scalability via Specialization (The Hayekian Shift) Because the market for these resources is permissionless, we are witnessing ruthless specialization. We see it in Data Availability (Celestia, EigenDA) stripping away execution to maximize pure throughput. We see it in Prover Networks competing to drive the cost of ZK-proof generation toward zero. We see it in Execution Environments (L2s/L3s) optimizing for specific use cases. This is the industrial revolution of compute. Just as Bitcoin incentives turned CPU mining into ASICs (a 100,000,000x efficiency gain), Ethereum’s modular market is turning general server farms into highly specialized, hyper-efficient computational supply chains. 3. A Superior Engine for Supply Creation The greatest inefficiency in the legacy world is the "Silo Tax." Building infrastructure today requires proprietary deals, massive centralized R&D, and closed supply chains. This limits who can compete and stifles innovation. Ethereum creates a frictionless market for Active Supply Creation. By removing the need for trusted intermediaries, it allows anyone, anywhere, to deploy capital and build infrastructure — hardware, bandwidth, specialized compute — that plugs directly into the global demand grid. There are no gatekeepers to stifle competition. There are no "partnerships" required to access the market. This open access creates hyper-competitive dynamics that legacy monopolies cannot match. When the entire world can compete to build the best data layer or the fastest proof verifier, the pace of innovation accelerates, and the cost of production plummets. 4. The "System of Systems" The ultimate scalability constraint of the legacy world is the "Trust Tax." The friction of reconciling databases between banks, logistics firms, and platforms slows global commerce to a crawl. By moving the "meta-contract" to a shared public ledger, Ethereum removes the need for reconciliation. It allows disparate systems to interoperate without friction. It doesn't just make the computer faster; it stops the world from wasting cycles double-checking the math. So stop looking at Ethereum’s L1 TPS. That is the wrong metric. Look at the aggregate computational output of the economy coordinated by Ethereum. The legacy view is that we pay for Trust with Scalability. The new reality is that Trust is the prerequisite for Infinite Scalability. By removing the central bottleneck, we aren't just building a better bank. We are building a permissionless marketplace for physics — compute, data, and bandwidth — that will out-scale any siloed giant. The "World Computer" isn't a single server. It's the market. And the market always wins.