Recently, I looked at a few more blockchain game pools, and it feels like an all-you-can-eat buffet with unlimited refills: first, fill the plate high (high output), then as more people join, they start adding sugar and fuel like crazy (inflation), resulting in everyone having a great time but getting increasingly bored, and in the end, only a pot of thin soup remains. To put it simply, if the output isn't driven by a "real paying customer" consumption scenario, but relies on new entrants' appetites to sustain it, the pool will eventually become bloated and collapse.

My first impression of these projects isn't how attractive the APY is, but rather asking: where does the output come from, where does the consumption go, and who is willing to take over these "breadcrumbs" long-term? Modularization and the DA layer narrative have been exciting developers lately, but users are often confused—I feel the same... No matter how advanced the underlying layer is, if the economic model only prints tokens, it will still crash.

I still believe that a good blockchain game should make people willing to spend, not just want to withdraw. That's all for now.