I can agree that current trends suggest we are seeing blockchain games rise and that their (very small) sector of the gaming industry will grow (likely in the mobile sector more than anywhere else). How do you value a company at $5 billion when it’s a game with 2,000 concurrent players? The math here, and in many of these games, simply doesn’t add up, despite all their stated success. I simply do not trust these stated market caps or valuations of really any blockchain games at the moment. Decentraland, which is supposed to have the highest-valued token currency with MANA, only has about 2,000 users playing at any given time, which is outside Steam’s top 300 most-played games. While the blockchain games market did reach a few billion in value in 2021, it’s still a small fraction of the industry’s total, and the valuation of many blockchain games seems questionable, and entirely reliant on a wildly speculative and fluctuating token economy.
Again, I do not see existing franchises, over the next five years, suddenly making their next sequels and expansions on the blockchain, so that assumes a massive expansion of original blockchain games. And if you cannot infuse NFTs into current titles, that leaves blockchain games that are built from the ground up.
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