I agree.
I see something between AnCap and some sort of large federated states in the next couple hundred years.

After the first publicly successful AnCapistan (either in a seastead or a takeover of a failed state) people will sit up and take notice. With Wikipedia, Khan Academy, filesharing sites, the various darknets and freenet and i2p and tor, some sort of service industry, self-sufficient planning, and some good treaties/political work with some larger power, a seastead is likely going to be the first example of an AnCapistan in action. Almost everything needed to boostrap a micronation is available to anyone with a few weeks and the internet (except for viable large scale seastead technology, which is in development.)

Assuming enough funding, you can even launch private satellites and work out connectivity with major networks, so you don't have to be dependent. Imagine a seastead tribe devoted to cleaning the great garbage patch, turning the plastic into fuel or seastead modules or other products. Using portable ocean based solar energy collectors, storing massive amounts of energy in flywheels, and delivering it to cities. Creating massive networks of sensors for climate, weather, shipping, and transportation data. The possibilities are tremendous, and AnCap, or something approximating it, will be the natural form of government (limited only by the need for protection via treaties with Western powers.)