CAPABILITY BRIEFING  //  SEPTEMBER 2026
ARENA

Attention is solved.
Participation is not.

Free-to-play prediction infrastructure for competitive gaming. Markets minted from the server feed, priced per tick, settled in seconds — in the publisher's own currency or a league's own points. No new currency, no cash-out, no gambling exposure.

0MMEASURED HOURS · 8 PROPERTIES, 12 MONTHS
~250CONTRACTS PER SERIES
<1sMINT TO LIVE
0CASH-OUT PATHS
DISCUSSION DRAFT — NOT AN OFFER  ·  CONFIDENTIAL
01 THE CATEGORY

Competitive gaming built the audience. It never built the surface.

Broadcast quality, production, distribution, franchising — every part of the spectator business has been solved twice over. The one thing nobody built is a way for a viewer to do something while they watch.

WHAT THE VIEWER DOES TODAY
Watches

And comments. That is the entire interaction surface of a medium that now rivals traditional sport for reach.

WHAT THE RIGHTS-HOLDER GETS
Hours

Hours watched, peak concurrent, media value. Three ways of counting presence, none of them counting action.

WHAT IS MISSING
A call

A reason to stay between the highlights, priced live off the match, resolved before attention moves on.

Traditional sport solved this decades ago and then outsourced it to bookmakers. Gaming does not have to make that trade. The server feed belongs to the publisher, the audience belongs to the league, and neither of them needs a wager to make participation work.
02 THE MEASURED SURFACE

This is the audience, as third parties measure it.

Not projections. Hours watched for the largest competitive properties on earth over the last twelve months, per Esports Charts, with Chinese platforms excluded throughout.

PROPERTYTITLEPEAKHOURS
LCK 2025 seasonLEAGUE OF LEGENDS—161M
Worlds 2025LEAGUE OF LEGENDS6.75M136.4M
M7 World ChampionshipMOBILE LEGENDS5.68M135.5M
MPL Indonesia S17MOBILE LEGENDS2.95M105.5M
IEM Cologne MajorCOUNTER-STRIKE 22.75M100.2M
MSI 2025LEAGUE OF LEGENDS—75M+
VCT Champions 2025VALORANT1.47M47.6M
IEM KrakówCOUNTER-STRIKE 21.39M40.3M
Eight properties, four titles, roughly 800 million measured hours. And that is before the regional circuits, the qualifiers, the mobile battle royales and every co-stream that sits alongside them.
SOURCE: ESPORTS CHARTS · MEASURED, NOT MODELLED · CHINESE PLATFORMS EXCLUDED FROM ALL FIGURES
03 WHERE THE MONEY IS

One currency. Two reasons to buy it.

93%VIRTUAL ITEMS
Skins, bundles, in-game currency
Services, esports operations, everything else
RIOT GAMES KOREA · FY2025 AUDITED · DART FILING · ILLUSTRATIVE OF THE MODEL, NOT THE INDUSTRY
$110M+STICKERS AT ONE CS2 MAJOR
$86MVCT ESPORTS ITEMS, 2025
$30.9MMLBB PRIZE POOLS, 2026
THE ONLY PATH TO A DOLLAR
01Free to playNO BOX PRICE, NO SUBSCRIPTION, NO PAY-TO-WIN
↓
02A closed-loop currencyRP · VP · UC · G-COIN · DIAMONDS — NO CASH-OUT
↓
03CosmeticsTHE ENTIRE REVENUE LINE, IN EVERY MAJOR TITLE
Every dollar in this industry passes through one currency. So the only lever that moves revenue is how often a player has a reason to top it up.
04 THE SPEND-TRIGGER CALENDAR

Fifty-two weeks of attention. Six weeks of reason to spend.

Every major title runs the same shape: a scheduled cosmetic drop, and a global tournament. Two triggers, a handful of weeks. The rest of the year the audience is present, engaged and attached to nothing.

SPEND TRIGGERS
~6 wks
COMPETITIVE PLAY
~42 wks
LIVE   DARK
The regional circuits are bigger than the finals they feed. LCK outdrew Worlds. MPL Indonesia outdrew most world championships in any title. Those are the weeks with no product attached to them.
161MLCK SEASON HOURS — ABOVE WORLDS
105.5MONE MPL INDONESIA SEASON
0FAN PRODUCTS ATTACHED TO EITHER
05 THE BEHAVIOUR IS ALREADY PROVEN

Nobody has to be convinced. They just have to be unblocked.

FANS WILL PREDICT
2M+

Participants in a single free Pick'Em bracket on one of the smaller circuits in competitive gaming. Free entry, no prompting, no incentive beyond a badge.

FANS WILL PAY FOR A MOMENT
$110M

Sticker and pass revenue distributed at one CS2 Major. Elsewhere: event-tied cosmetics nearly doubling year over year on a different title.

FANS WILL LINK AN ACCOUNT
Drops

Viewers connect their game account to a streaming platform to earn rewards for watching. The identity rail already exists on most broadcasts.

Three behaviours, all proven, all inside the industry already. What none of them has is an engine: something that resolves from the game server in seconds instead of from a spreadsheet in days. That is the only thing we are adding.
06 THE CEILING

What the existing mechanics structurally cannot do.

BRACKETS AND DROPS
What the viewer doesOne pick, or nothing
Actions per series1
Time to resolveDays
RunsTwice a year
Weeks live per year~6
Data producedA bracket
Spend attachedNone
→
WITH ARENA
What the viewer doesA call, every round
Actions per series0+
Time to resolveSeconds
RunsEvery match day
Weeks live per year52
Data producedBelief per agent, patch, region
Spend attachedYour currency, every round
A bracket resolves by hand, which is why it can only run twice a year. We resolve from the server feed, which is what turns one prediction into two hundred and fifty.
07 THE PRODUCT

A retake takes
seven seconds.

  • MINTED FROM THE SERVER FEEDEconomy, utility, HP, positions — the engine reads the match, not the fixture list
  • PRICED PER TICKRepriced as the round state changes, not once per map
  • DELAY-LOCKEDEvery viewer locks against their own stream latency. Nobody predicts the past
  • SETTLED IN SECONDSResolved off the same feed, before attention moves to the next round
LIVEMIRAGE · RD 19 · B SITE
Does the retake
land with 4 alive?
YES58
NO42
EACH CONTRACT PAYS 100 POINTSFREE TO ENTER · POINTS, NEVER MONEY
CLOSES IN 0:07SETTLES FROM SERVER FEED
ALSO LIVE THIS ROUND  ·  opening kill  ·  next round winner  ·  map result  ·  series result
08 EVERY TITLE, ONE ENGINE

The game writes the markets. We never do.

Every competitive title already contains its own clocks — a defuse timer, an objective spawn, a closing circle. The engine reads them and mints against them. Nothing is hand-authored, which is why it scales across genres without a new product each time.

TACTICAL FPSRD 19 · B SITE
Does the retake land with 4 alive?
YES58
NO42
SPIKE TIMER · ECONOMY · UTILITY · CLOSES IN 7s
MOBA14:20 · OBJECTIVE
Do they secure the objective?
YES61
NO39
GOLD DIFF · COOLDOWNS · WAVE STATE · CLOSES IN 8s
BATTLE ROYALEZONE 6 · KNOCKED
Does he get revived in time?
YES44
NO56
BLEED-OUT TIMER · SQUAD COUNT · ZONE · CLOSES IN 6s
Same engine, same vocabulary, three genres. Call, back, lock, settled — never bet, stake or odds. The language is audited once and holds across every title we integrate.
09 TWO MODELS

Who owns the currency decides the deal.

There are exactly two kinds of counterparty in this industry, and they need opposite structures. We built both, and which one applies is obvious in the first five minutes of any conversation.

MODEL A
The publisher
Owns the game, the client and a closed-loop currency players already buy.
CURRENCYTheirs. We never touch it — no float, no escrow, no settlement risk
FAN PAYSNothing to play. Tops up the currency they already buy
WE CHARGELicence plus a per-contract engagement fee
THE WINA third spend trigger, running 52 weeks instead of six
MODEL B
The league
Owns the broadcast and the audience, but not the game and not a currency.
CURRENCYLeague points with no sink — so we do not build the economy on them
FAN PAYSNothing. The prize pool is funded by a sponsor
WE CHARGELicence, priced against contract volume
THE WINInventory priced on verified actions instead of impressions
The mistake would be selling one model to both. A league currency has nowhere to be spent, and a publisher does not need a sponsor to fund anything. Getting this wrong is why most attempts at this have gone nowhere.
10 MODEL A · THE PUBLISHER

No new currency. Theirs.

They issue the points. They hold the float. They keep every top-up. We charge for the engine and never for the economy.

01Watches

Broadcast or partner co-stream

THE AUDIENCE ALREADY EXISTS
→
02Calls

Free entry, one tap, settled from the server

~250 PER SERIES
→
03Earns currency

Spending power that exists only in their shop

NO CASH-OUT PATH
→
04Tops up

Skins, passes, capsules — existing catalogue

93% OF THE REVENUE LINE
Why this is not a gambling product: these currencies have been operated globally for fifteen years with no withdrawal path. We are not creating a new instrument — we are adding a reason to spend one that already exists.  SaaS + ENGAGEMENT FEE · 0% OF THEIR FLOAT
11 MODEL B · THE LEAGUE

The sponsor pays. The fan never does.

A league has no shop, so a league currency has nowhere to go. Instead the mechanic becomes inventory: the league sells it inside a sponsor package, the sponsor funds the prize pool, and money enters the system from the advertising market rather than the viewer's pocket.

ARENAEngine and licence→ LEAGUE
LEAGUESponsor package with the mechanic built in→ SPONSOR
SPONSORFunds the prize pool→ PRIZE FUND
FANPlays free, earns points→ REDEEMS
LEAGUEBooks the activation feeNEW REVENUE LINE
WHAT THE LEAGUE IS NOT DOING

Not launching a currency. Not taking payments. Not holding a float. Not carrying settlement risk. Not adding a sales motion — the sponsor is already on the roster.

WHAT THE SPONSOR ACTUALLY BUYS

A verified action with a timestamp, a region and a return rate attached — instead of an impression. That is a unit a performance buyer can price, and it opens categories that do not currently buy display.

12 WHAT IT ADDS UP TO

One property, worked through end to end.

100.2MHOURS · ONE MAJOR-SCALE EVENTMEASURED · ESPORTS CHARTS
~10MUNIQUE VIEWERSASSUMES ~10H PER VIEWER
5MREACHED ON INTEGRATED SURFACESASSUMES 50%
1.5MMADE A PREDICTIONASSUMES 30% ENGAGEMENT
105KBECAME PAYINGASSUMES 7% CONVERSION
$31.5MINCREMENTAL CURRENCY, ANNUALISEDASSUMES $25 BLENDED ARPPU × 12 MONTHS
READ THIS BEFORE THE NUMBER

Measured: the first row only. Hours watched, peak and average concurrent are third-party and verifiable in about thirty seconds.

Assumed: every conversion rate below it. Four assumptions, all printed on the slide, all open to challenge.

Not claimed: no pilot has run at this scale. Nothing here is a result.

AND THIS IS ONE EVENTRun the same funnel across a full calendar — the regional splits, the qualifiers, the second title — and the figure multiplies without a single conversion rate moving.
~6 wksWHERE SPEND HAPPENS TODAY
52 wksWHERE IT COULD
ZERONEW BEHAVIOURS REQUIRED
13 THE ECONOMIC MODEL

Two pools. You keep the one that matters.

POOL A · THE CURRENCY100%
EVERY TOP-UP — YOURS

You issue it, you hold the float, you keep every dollar of it. We never touch the currency: no escrow, no settlement risk, no revenue share on your shop, no exposure on your balance sheet.

POOL B · THE PLATFORM FEEwhat we charge
SaaS + PER-CONTRACT ENGAGEMENT FEE

Priced against contract volume, not against your economy. It scales with how much the engine is used, not with how much you earn.

WHY THIS SHAPE

A revenue share on your currency would put us inside your payment flow, your tax position and your audit scope in every market you operate. Nobody wants that conversation, least of all your finance team.

WHAT IT MEANS IN PRACTICE

The commercial negotiation is a licence, not a carve-up of your economy. It closes in weeks rather than quarters, and it does not need a new revenue line modelled to sign.

14 THE MARKET BESIDE US

$10.7B moves
on these matches.
None of it inside.

  • THE RIGHTS-HOLDER RECEIVES NOTHINGThe turnover happens entirely outside the ecosystem that produced the match
  • AND SEES NOTHINGNo pricing feed, no flow data, no early signal on a fixed match
  • AND CONTROLS NOTHINGBookmaker vocabulary sits next to their brand in every screenshot
57%OF HANDLE IS COUNTER-STRIKE
27%IS LEAGUE OF LEGENDS
16%IS EVERY OTHER TITLE COMBINED
WHAT WE ARE NOTAND WHY IT MATTERS
We do not want
a piece of that.
NO REAL-MONEY LANE · NO CASH-OUT · NO LICENCE REQUIREDFREE ENTRY, ALWAYS
We bring the behaviour inside the walls as free-to-play, in the rights-holder's own currency — and hand them the integrity feed they do not have today. Pricing, flow and sentiment on every market, with anomalies flagged to tournament operations live.
A SURVEILLANCE LAYERNOT A COMPETITOR TO A BOOK
15 COMPLIANCE BY CONSTRUCTION

Nothing here is a wager. By design, not by disclaimer.

Free entry to every prize, at the same odds
ALWAYS ON
Cash-out path
DOES NOT EXIST
Odds, stakes, bookmaker vocabulary
AUDITED OUT
Match participants & recent teammates
LOCKED IN THE UI
Paid-only prize pools or leaderboards
NEVER EXIST
WHY THE FREE PATH IS ARCHITECTURAL

Paid entry plus prizes is a lottery in most jurisdictions. A permanent free route to the same rewards, at the same odds, is what keeps this an entertainment product — and it is why it ships in markets a betting-native competitor cannot enter.

AND WHY THE UI LOCK IS VISIBLE

A hidden server-side check protects the system but not its reputation. A player who opens the app during their own match sees the controls greyed out, with the reason stated. The answer arrives before the question does.

16 CONTROL & GATES

You hold every switch, and we agree how to fail first.

Free-to-play predictions
ON · PER TITLE
Currency top-ups
YOUR CALL · PER REGION
Market families
APPROVE EACH
Real-money lane
HARD-WIRED OFF
Vocabulary and tone
SIGNED OFF BY YOU
THE KILL SWITCH
24
HOURS TO DARK ANY SURFACE ON YOUR IP

No cure period. No negotiation. Yours for the life of the agreement.

≥35%MATCH-DAY RETURN
+15%SESSION LENGTH
+10%WATCH TIME
ZEROGAMBLING EXPOSURE
GATES SET WITH YOUR ANALYTICS TEAM BEFORE DAY ONE · CO-PUBLISHED WHICHEVER WAY THEY LAND · TARGETS, NOT RESULTS
17 HOW WE START

One circuit.
The one that repeats.

Not the world final. A world final gives one spike and no curve. A regional split gives the same match day, week after week — which is the only way to find out whether the behaviour sticks.

WHAT WE BUILD
The broadcast layer and the app
OVERLAY + A COMPANION WE HOST AND OPERATE

Nothing inside the game. Nothing added to your production load. Eight to ten weeks of repeated match days, instrumented from day one.

WHAT YOU BRING
One circuit and a feed
UNDER 2 FTE FROM YOUR SIDE

Access to the match feed and the overlay workflow. Everything else — build, host, operate, report — is on us.

ONEtitle
ONEcircuit
ZEROclient changes
<2FTE from you
24hto shut it down
We agree the failure line before day one. Match-day return under thirty-five percent and the pilot is called. The report is co-published either way — it is your evidence for the decision that follows, whichever way it lands.
ARENA  ·  CAPABILITY BRIEFING  ·  SEPTEMBER 2026  ·  DISCUSSION DRAFT, NOT AN OFFER