I agree with this entirely, the games themselves need to be top notch, on par with what is produced for the various consoles. Then the earn element will really come in to it's own.
There is also a very very narrow moat that Animoca have in this regard. If EA, Sony or Nintendo etc decide they want to dabble in NFTs or blockchain gaming then they will find it fairly easy to cross that moat and combat Animoca with amazing games.
You'd be foolish to assume they aren't looking at it right now, they will want a piece of any emerging gaming pie so I hope Animoca is ready to dazzle with some game quality.