Recently, I came across a few "profit pools" in blockchain games again.

Honestly, it looks lively, but at the core, it's still a tug-of-war between output and inflation:
More and more people, but the output isn't keeping up, so they can only issue more tokens to fill the gap.
When there are too many tokens, the price can't hold up, and in the end, the pool may seem to have a high APR, but actually, it's just using faster depreciation to lock you in.
That feeling of "daily yields" is pretty addictive, but if you think about it carefully, if players' real consumption (buying items, upgrading, skins) can't sustain the increased token supply, the pool will eventually become a self-dilution machine.
On the macro side, we're still discussing rate cut expectations, the US dollar index, and risk assets acting erratically together.
Once sentiment shifts, blockchain games—those that rely on new money to survive—are the first to fall.
Anyway, the first thing I look at in blockchain game pools isn't the yield, but whether the inflation switch can be turned off and if the output can be self-sustaining.
Positioning should just be a low-correlation small corner, not the main course.
That's all for now.