Market Opportunity

Prediction markets are breaking into mainstream awareness. But the biggest opportunity isn’t in finance. It’s in culture.

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Why Now

Prediction markets are breaking into mainstream awareness driven by global events, elections, sports, creator culture, and crypto adoption. Across January-October 2025, the category processed over $27.9B in volume, with exponential social visibility. Kalshi and Polymarket have proven institutional and mainstream demand, yet both succeeded without a social product. The timing is perfect: demand is real, category awareness is rising, and the social layer hasn’t been built yet.

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Market Validation

Kalshi’s raise demonstrates institutional confidence and regulatory momentum. Polymarket’s cultural breakout proves consumer appetite. Both reached scale while being almost entirely non-social. Which leads to an obvious question: What happens when prediction and social behavior converge? Versus is the answer.

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TAM Expansion

Today’s prediction markets target the financially motivated, not the socially motivated. Yet most prediction behavior in real life happens in:

• Group chats
• Fandoms
• Sports communities
• Social timelines
• Creator ecosystems

More than financial platforms.

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Target Users

Our users aren’t speculators. They’re competitive social participants: Prediction is already part of culture. Versus gives it structure, identity, and reward.

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Competitive Landscape

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The Versus Moat

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Roadmap

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Now: BETA (Invite-Only)

• Social layer (friends, invites, parties)
• Rankings + XP
• Season Zero
• Private challenges
• Referrals + waitlist
• Alpha badges

Goal: Prove engagement & social retention

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3 Months: LAUNCH (Open)

• Public access
• Leaderboards
• Creator picks
• Trending events
• Cosmetic rewards
• Community events

Goal: Acquire mainstream users

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6 Months: Monetization

• Competitive passes
• Seasonal battle passes
• Cosmetics & profile themes
• Sponsored tournaments
• Influencer prediction rooms
• Premium leagues

Goal: Monetize without paywalls

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6 Months: Mobile App

• Native push notifications
• Live outcomes
• Challenge notifications
• Shareable matches
• Activity feed

Outcome: Prediction becomes always-on; major retention unlock

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9 Months: Live Streaming Integrations

• Streamer-controlled predictions (Twitch, Kick, YouTube Live)
• Real-time viewer participation
• Examples: “Who wins this round?” “Will I beat this level?”

Outcome: Real-time engagement & creator-driven user acquisition

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9 Months: Creator Ecosystem

• Creators host prediction rooms, challenges, tournaments

Outcome: Creator-led communities + scalable monetization

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12 Months: Embeddable Predictions

• Predictions inside Substack, Telegram, Newsletters, Twitter threads

Outcome: Versus becomes infrastructure, not just a platform

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Why We Win

Social experience is the missing piece. Prediction today is a tool. Versus turns it into a community, culture, and ongoing activity people want to return to. Not because markets move, but because people do.

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Join Early

Get Started

Be part of Season Zero. Alpha badges for early adopters.