You're spot on.
We're surely at the point where EVMs are completely unsuitable for games and social.
It doesn't matter how cheap the fees are, people just aren't going to use them when there are free alternatives that have all the benefits of being permissionless/decentralisation.
-cough Hive!
But in my opinion, for DeFi and all of the financial services surrounding that, The EOS EVM does have the potential to thrive.
We'll see what they end up getting.
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