I found Wei Shen's analysis quite interesting. To put it simply, his perspective is AI + social + metaverse+ cryptokitties. My reason is: 1. There is currently a lot of hot money in the base. 2. It's quite obvious how powerful these recent base-based single-player coupes are; any high-quality beta version will definitely attract players. 3. The narrative and concept itself are interesting and give people a sense of novelty; on-chain innovation needs this kind of novelty.