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It's hard to project how SN's financing will evolve, because we're here so early. Most of us probably share your view that major growth in users will be the path.
However, think about how big of a difference it would make if one super rich person fell in love with SN like many of us have. That alone could cause rewards and zaps to increase dramatically.
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I completly get your point about double rewards now. More reward means more zapping.
I agree and I'll extend it further however I don't understand it too well.
For me SN rewards are like monetization on youtube or any other platform but with a big difference.