According to @0xferg, billions of people play games, spend over $200B a year on digital IP, and true asset ownership requires being on-chain, pointing to structural growth for web3 gaming, source: https://twitter.com/0xferg/status/1963543812879364306. Independent market data supports the addressable demand: the global games market is near $190B in 2024 with over 3 billion players, indicating a large funnel for on-chain asset adoption, source: https://newzoo.com/insights/trend-reports/newzoo-global-games-market-report-2024. For traders, the thesis maps to networks and tokens enabling in-game NFT ownership and liquidity, notably Immutable (IMX) and Ronin (RON), where IMX is the utility and governance token for Immutable’s zkEVM ecosystem per the project’s documentation, source: https://www.immutable.com/imx. Ronin’s RON is the native gas and governance token for the gaming-focused Ronin chain, source: https://roninchain.com. The on-chain ownership claim is grounded in token standards like ERC‑721 that confer user-controlled custody and transfer independent of publishers, supporting the investment case for game asset tokenization, source: https://eips.ethereum.org/EIPS/eip-721. Trading cues to validate this theme include tracking daily active addresses and NFT transaction volumes on Immutable and Ronin, as reflected on their official explorers and marketplaces, sources: https://market.immutable.com and https://app.roninchain.com.