The Real Reason GTA VI Got Leaked...

Summary

The video argues that the shift to digital-only games and revocable licensing is creating a real backlash among gamers. Thread Guy uses this to build a long-term bull case for NFTs, specifically onchain NFTs, as the only digital assets users can truly own. He sees physical/retro media and collectible card game interest as early signs of this ownership awakening, though he does not expect immediate speculative mania.

• Digital-only games and movies are becoming temporary licenses rather than owned assets.
• Gamers are increasingly frustrated with Sony and Microsoft digital ownership policies.
• The backlash may drive a second adoption wave for onchain NFTs.
• Physical and retro media collection and card game collecting are seen as early signals.
• NFTs are framed as the only digital assets users can truly own.
• The speaker does not expect immediate speculative mania from this setup.