I’m beyond stoked to announce that I’m joining the @playsparkball team to lead Business Development! We've been cooking long enough and now we’re flipping the switch. Full throttle and big plays ahead.

Most web3 games will fail... because they don't understand who they're building for. Lemme explain. (A) First, we have general Web3 ▸ Financial returns > everything else ▸ Playing most games feels like opportunity cost ▸ They play “money games” (B) Then, we’ve got Gamers ▸ They care about fun, quality, and immersion. ▸ They have *a lot* of options already. ▸ Many are skeptical about anything crypto-related. (C) And finally, "Web3 Gamers" ▸ Tiny pool compared to A or B. ▸ Play games but also care about financial returns. ▸ Given time, they migrate to A because, well… opportunity cost is king (particularly in bull markets). As a Web3 game, who are you actually building for? Common answers: ▸ C ("Web3 Gamers") ▸ B C ("We’re going to onboard traditional players into web3") ▸ Or… everyone (lol) But here’s the problem… ▸ If you’ve issued NFTs or tokens, you’re already targeting A C by default. ▸ And since C often becomes A over time congrats—you’re building for A. The Paradox: ▸ If you build for B (Gamers), you’ll eventually piss off A (Crypto Natives). A cares about financial returns, not a polished game. ▸ If you build for C, there aren’t enough players to scale. The supply/demand math is brutal. ▸ If you’re targeting A, then you need to build different games. Let’s be real: ▸ Most Web3 games are in a tough spot because they’re trying to please everyone—and that’s extremely freakin’ hard. ▸ If you choose to target Web3 gamers (C) is tiny. A few games will make it, but for most? The supply (games launching) & demand (actual players) math just doesn’t work. Some quick caveats: ▸ Individual exceptions exist (for example, a person in bucket A who likes to play a particular game), observations reflect the overall macro level view. ▸ We're assuming that web3 gaming projects primarily aim for financial success, measured by token FDV or NFT floor price. If you have different goals, this analysis doesn’t apply to you. ▸ I'm not judging games or claiming any approach is superior. I'm simply presenting the reality of what builders face. Yes, there will be success stories—but they’ll be rare. And rarer still, if builders aren’t honest with themselves. The takeaway? ▸ Be honest about who you’re building for. ▸ If your audience is A, lean into it - you need to build different. ▸ If it’s B, you’ll need a quality game and strategy to bring players in outside of web3, probably delay crypto mechanics as long as you can. ▸ Just don’t lie to yourself—this space is brutally competitive as it is, and clarity is the first step. More thoughts on gaming this cycle coming soon.