According to @balajis, the 1990s fear of a digital divide was wrong because digital products became inexpensive and mass-accessible while physical goods emerged as the premium tier, shifting scarcity to the physical domain (source: @balajis on X, Nov 29, 2025). For trading context, this thesis frames digital-native categories, including crypto infrastructure and digital assets, as scale-driven markets where adoption rather than unit price tends to define value capture (source: @balajis on X, Nov 29, 2025). The post provides no tickers, valuations, or timeframes and should be treated as a macro narrative input rather than a direct trading signal (source: @balajis on X, Nov 29, 2025).