I’m long $PLAY.
People underestimate how big this is.
Mini-games are becoming huge, and apps that add them keep users around much longer. Instead of scrolling and leaving, people stay, play, and come back more often.
This already works at scale in China. Now the same model is moving globally into social apps, wallets, streaming apps, telecoms, and e-commerce.
The big idea is easy to understand:
games aren’t just for gamers anymore they’re becoming part of how apps work.
With $PLAY
Games are fast, simple, and tied to culture (sports, music, movies, trends)
Any app can turn into a mini game hub
Users get rewarded for spending time and engaging, not just ads
There’s still no global leader outside China, which makes this a massive opportunity.
It also fits where the internet is going: first we fought for attention,
now we fight for interaction
#PLAY