Rising interest rates are Bringing these things to a head I think.<br><br>Simultaneously debt laden companies need to focus on having higher debt payments per period to stay alive, forcing bottom line trimming and preservation where ever possible.<br><br>Gaming consumers will also be less tolerant to higher prices and monetization due to today's consumption being both absolutely and relatively more expensive, reducing spending on gaming things, making the elasticity of their demand for gaming goods to go up and more responsive to real price increases (say through more monetization).  Gaming consumers are also incentivized to save more to be able to consume more in the future from higher returns on saved money. <br><br>So, while Game producers need more revenue to meet each periods targets, those they get their revenue from are spending less overall anyway....meaning needing to extract short term even more percent of possible consumers income which pushes those more elastic consumers even further away.....until well yeah we get to collapse.<br><br>I think all of your points are correct as to what the underlying faults are.  Im trying to add some context as to what may be causing a concentration of more triggering events for the collapse , what at a base level has shifted the financial interests of the players in the market.