It is indeed a natural progression and the reasons are as true here as in the real world of megacorps, monopolists, authoritarians, etc.
One of the reasons some players like the idea of NRDS space (like it was in Provi for a while), is the one of freedom to choose, of not being part of some mastodont coalition, yes even an illusion of independance, and the hopes of being able to carve out a piece of the Eve map for oneself.
The blue donut itself is a phenomenon of megacorps/monopolists blueing each other for the sake of “business” - peace increases the influence and power they have over their members and their renters, war is bad because they could lose membership. The blue donut takes away the hopes of being able to carve out a piece of the map and be “independent”. It came to the point where these big, mutually blue groups suggested to have staged fights, just to keep the pvp blood at least running a little bit, and the illusion that the game hadn’t naturally progresses into a stalemate, one where newer players could never hope to develop and deploy like the older content creators had done.
In that same light, imagine if goons were to be taken out of the game (won’t happen, but this is a thought experiment) by this current big war. Would the game be better ? Only if what remains on the map would start fighting each other, of course. But again, that new conflict would result in a new perhaps thinner blue donut, until only one megacoalition exists, suffocating the entire map (pretty much what happened on Serenity). In other words, the blue donut is the real end game. End game bad, blue donut bad