I agree, based on the overall valuation compared the actual game that they have there is a lot of potential. The fact that I and many others that I have seen enjoy it as a game aside from the entire Play2Earn aspect is vital also. User acquisition remains the main challenge now, I can see a scenario similar to Splinterlands where at some points the floodgates will open and everyone wants to get in at once yielding great rewards to those that went wild on accumulating and making progress during these bear market times now.
At least, that's what I'm hoping :)