Actually I don't like the authors long winded explanation. Uni swaps let one spend gas to leverage simple bets on correlation, that's why they are popular. Kelly tells us capital investment is driven by the information rate. This will drive ETH gas's price perpetually upwards, along with ETH. Uni swaps are just a market realization of this. As ETH capacity increases, they will be replaced by an even larger pool of information processing market makers. Making the information/capital relationship physical is the genius of ETH.