Setting aside your trademark doom and gloom

, I mostly agree.
Not every type of domain name makes money in an RSOC monetized content scenario. And you lose the optionality of being able to monetize the traffic while you try to sell it. Domainers might have to decide whether their domain is a "selling name" or a "traffic name". No more fence-riding.
But I disagree that it's a worse option. On some cohorts of names, we're seeing RPMs which equal or even exceed the halcyon days of AFD. And for the rest, we have the freedom now to experiment with other methods of monetization.
Bottom line: I think the domain traffic monetization industry comes out of this leaner, but more profitable. AFD was easy but inefficient (at least from the perspective of the advertisers). RSOC+CPA+RTB takes a lot more effort matching up the right visitor intent to the right advertiser, but the end result will be more money for the folks willing to do the work.
And if I take my platform owner hat off and put my domainer hat on, I think it's enormously exciting. Multiple monetization channels (and the variance of content) means I can finally distinguish between platforms, not just speculate that one has a "cleaner" afd lander and "promises" their revenue split is 1% better than the other guy... who is using the exact same channel and extracting nearly the exact same value from the traffic. Now there's a real opportunity for one platform to be The Best.
*Platform owner hat goes back on*
That'll be Giant Panda.