This is the correct answer. They know how much money is potentially at stake here, they want to bide their time and do it right while they formulate a way to capitalize on this mammoth of an opportunity.

Axie Infinity just recently raised $152M at a $3B valuation, and it's not going away. People from the Philippines are making a livelihood out of this game, and that is so powerful I can't even put it into words.

The genie is out of the bottle so to speak, and the entire world is going to get into P2E games and the metaverse sooner rather than later. If Steam is really serious about not entertaining this, there is a HUGE opportunity for a new contender to come in and disrupt them by allowing blockchain-based games. WebGPU + WebAssembly in particular is a fascinating way to deliver binaries without having to go through walled gardens, and you can today hook these games up wallets like Metamask. I'd go as far as to say a meaningful part of web3 will be decentralized gaming on the blockchain.