For years, the consensus was: "Ethereum is secure but slow, so it's destined to be niche 'Digital Gold'." We were wrong. We were analyzing it as a Computer (bandwidth constraints). We should have been analyzing it as a Market (economic dynamics). Here is the thesis for the next decade of Ethereum. 🧵

1. The End of the Command Economy Web2 infrastructure (AWS, Azure) is a Command Economy. One central planner decides the hardware, the roadmap, and the pricing. Ethereum is a Free Market. It issues a global "Request for Proposal" (RFP) for every digital resource: Data, Proofs, Storage, Execution. No central planner. Just pure, ruthless competition.

2. The Industrial Revolution of Compute Because the market is permissionless, we get hyper-specialization (The Hayekian Shift). Celestia/EigenDA racing to maximize throughput. Prover Networks racing to drive ZK costs to zero. L2s optimizing execution. Just as Bitcoin incentives turned CPUs into ASICs (100M x efficiency), Ethereum is turning generic server farms into a specialized, hyper-efficient supply chain.

3. The "World Computer" is the Market The legacy view: We pay for Trust with Scalability. The new reality: Trust is the prerequisite for Infinite Scalability. By removing the "Silo Tax," we aren't building a better bank. We are building a marketplace for physics — compute and bandwidth — that will out-scale any centralized giant. The World Computer isn't a server. It's the market. And the market always wins.