×Najarian SportsStrategic Platform Expansion · Confidential
Circa's National Customer Acquisition Engine
Roughly 95% of America cannot become a Circa customer today. Prediction markets are not the opportunity — they're the legal, national front door that fixes that. Paired with Club One and the Sharp Heat Seeker algorithm, Circa becomes America's first casino loyalty ecosystem that works in all 50 states.
95%
Of America can't be a Circa customer today
50
States unlocked via event contracts
1
Club One ledger across every product
$192B
Combined TAM by 2030
By The Numbers
Engagement, Retention & Market Growth
Modeled outcomes for Circa Sports x Najarian Sports across prediction markets, fantasy, and sharp alert distribution.
0.0M
Projected Y1 Users
Cross-state prediction + fantasy
0%
90-Day Retention
Alert-driven re-engagement
0x
Weekly Sessions / User
Heat Seeker push cadence
0%
Prediction Volume Growth
Year-over-year run rate
0+
Sharp Alerts / Day
Unusual activity detections
0+
Addressable Markets
All 50 states + global
Projections based on comparable prediction-market and sportsbook cohort performance.
The Window
The Window Is Open Right Now
The Land Grab Has Started
Kalshi and Polymarket proved the demand. DraftKings and every major operator are building event-contract products. The brands that move in the next 12 months own the category — the rest rent it.
Regulation Changed The Map
Federally regulated event contracts reach jurisdictions state-by-state sports betting licenses never will. That is the fastest path from a regional book to a national and global platform.
Circa Is The Credibility Edge
Circa is known for the sharpest lines, highest limits, and a no-limit-ducking policy. In a market where everyone claims to be sharp, Circa already earned it.
Sharp Reputation + National Reach = Category Ownership
Circa moves first, or rents the categoryTurnkey Stack
What Circa Gets On Day One
Six production-grade modules, already built and running on Najarian Sports — rebranded to Circa, plugged into the Circa book.
Core Product
Prediction Markets Exchange
CFTC-style event contracts on every league — yes/no markets, live pricing, and settlement rails built to sit next to the Circa book.
$4.2M
Heavy Hitter volume / 24h
2.7K
Prints scored daily
369
Reputation-scored wallets
Fantasy League Suite
Full season and DFS-style leagues: drafts, waivers, trades, scoring, commissioner tools. The stickiest retention product in sports.
Sharp Heat Seeker Signals
Our proprietary algorithm scores every Heavy Hitter print on Polymarket and Kalshi. Circa gets the sharpest tape in the industry, natively.
Sportsbook Tie-In
One wallet, one identity. Users move between the Circa book, prediction markets, and fantasy without ever leaving the brand.
50-State + Global Footprint
Event contracts reach jurisdictions traditional sports betting cannot. Circa goes from a handful of states to nationwide and international.
Najarian Media Distribution
Jon & Pete's daily shows, Rebel Sports, interviews, and celebrity picks pointing volume straight into Circa markets.
Proprietary Algorithm
Powered By Sharp Heat Seeker
The same unusual-activity DNA Jon and Pete pioneered in options, rebuilt for prediction markets. Sharp Heat Seeker scans every Heavy Hitter–sized trade on Polymarket and Kalshi, scores the wallets behind them, and surfaces Unusual Prediction Activity (UPA) in real time — before the line moves.
- Wallet reputation scoring across thousands of tracked traders
- UPA detection on volume, velocity, and print-size anomalies
- Real-time alerts by Telegram, push, and email
- Signal widgets embeddable into Circa market pages
- Historical replay and settled-accuracy tracking
- Direct feed into the Circa trading desk
$4.2M
Heavy Hitter volume / 24h
2.7K
Prints scored daily
369
Reputation-scored wallets
Sharp Bettors Welcome
The only book that wants the sharp side — now with the tape to price it.
How This Makes The Circa Sportsbook Stronger
This isn't a side bet away from the book — every module feeds it. Cheaper players, sharper lines, year-round retention, and a national funnel into the contests Circa already owns.
Lower Cost Per Player
Prediction markets and free-to-play fantasy are legal in all 50 states. Circa acquires nationally for pennies, then converts to the book the moment a player crosses into a licensed state.
60–80% lower blended CAC
Risk & Liquidity Offset
The exchange gives Circa a two-sided venue to lay off lopsided exposure. Sharp money that used to blow out a Circa line becomes exchange volume Circa earns a fee on.
Fee revenue on sharp flow
Sharper Lines, Free
Heat Seeker + UPA order-flow data feeds straight into the Circa trading desk. Real-time Heavy Hitter positioning across Kalshi and Polymarket becomes an in-house pricing signal.
Live sharp-flow pricing edge
Retention Between Bets
Season-long fantasy, leaderboards, and Najarian Points give players a reason to open the app on a Tuesday in March — turning a seasonal bettor into a year-round customer.
365-day engagement loop
Circa Millions Funnel
Free national contests feed qualifiers into Circa Survivor, Circa Millions, and Circa Sports Million. The most famous contests in Vegas finally get a nationwide top-of-funnel.
Nationwide contest pipeline
Media Without Media Spend
Jon & Pete's CNBC-grade daily distribution, Rebel Sports, and celebrity picks push volume into Circa markets — owned distribution instead of rented ad inventory.
Loyal, high-trust audience
Loyalty
The Circa Perks Ladder
One account, one loyalty stack. Free national players climb into book members, book members climb into Circa Gold.
All Players
Tier 1- Free national prediction contests
- Najarian Points on every pick
- Daily Sharp Blitz + Rebel Sports
- Jon & Pete pick alerts
Circa Book Members
Tier 2- Boosted NP multipliers on graded bets
- Priority Heat Seeker Telegram alerts
- Auto-entry into weekly Circa contests
- Fantasy league buy-in credits
Circa Gold / Heavy Hitters
Tier 3- Full UPA feed + institutional API access
- Circa Millions seat allocations
- Live sessions with Jon & Pete
- Vegas hospitality: Stadium Swim, D suites, watch parties
The One: Your Experience Card™ In All 50 States
Club One is already the hottest loyalty card in Downtown Las Vegas — free to join, earning across Circa, the D and Golden Gate. Prediction markets extend that same card nationwide: every fan can earn and redeem Club One points whether or not their state has a sportsbook license.
Club One Today
The One: Your Experience Card™ earns across Circa, the D and Golden Gate — but you have to be standing in Downtown Las Vegas to earn a single point.
Club One Nationwide
CFTC-regulated event contracts are legal in all 50 states. Prediction markets let a fan in any state earn Club One points without a licensed sportsbook.
One Card, One Ledger
Slots, video poker, tables, the book, prediction markets and fantasy all post to the same Club One account — the player never leaves the ecosystem to find action.
The Retention Loop
Earn · Burn · Come Back
Club One Points On Every Contract
Prediction volume, fantasy entries, and Heat Seeker engagement mint Club One points on the same ledger as slot play, table play, and sportsbook handle.
Redeem Like A Floor Player
Casino room rates, dining comps, show tickets, Millions and Survivor entries, merch, and market fee credits — redeemable from any state, no wager required.
Wheels Down. Bets Up.
National members book the Downtown trip, hit the Club One desk, and land the $50 Match Play boarding-pass offer — turning out-of-state traders into on-property guests.
Status Follows The Player
Club One tier earned online carries onto the casino floor and into any newly licensed state on day one — a warm, ranked, already-carded audience.
One Card, One Ledger
Club One Tiers
Status is earned nationally and honored on the floor at all three Downtown properties — and the moment a new state licenses, those carded players convert into book customers on day one.
Club One National
All 50 states · online- Free digital Club One card at signup
- Points on every contract and fantasy entry
- Sharp Heat Seeker weekly digest
- Redeem for merch & market fee credits
Club One Carded
Online + three properties- One balance across Circa, the D & Golden Gate
- Casino discount room rates & dining comps
- Millions / Survivor entry redemptions
- $50 Match Play boarding-pass offer
Club One Elite
Top of ladder- Real-time Heavy Hitter alerts
- Highest limits when in a licensed state
- Comped stays, events & tournament invites
- Host-level service across all products
The Voices
Hosted By Jon & Pete Najarian
Two NFL linebackers who conquered Wall Street. Every Circa market ships with a name, a face, and a track record behind it.
Jon Najarian
Co-Founder, Market Rebellion · CNBC Contributor
Ex-Chicago Bears linebacker turned floor trader. Pioneered unusual options activity detection — the same DNA behind Sharp Heat Seeker.
Pete Najarian
Co-Founder, Market Rebellion · CNBC Fast Money
Ex-Tampa Bay Buccaneer and Minnesota Viking. Daily Rebel Sports picks across MLB, NFL, UFL and beyond.
Celebrity Market Makers
High-profile traders whose prediction-market positions move volume the moment they post.
Athlete Picks
Current and former pros publishing verified picks inside Circa markets.
Creator Leaderboards
Influencer tipsters ranked on real, settled results — not screenshots.
The Decision
Two Paths From Here
This is not a vote on prediction markets. It is a decision about where Circa's next million customers come from — and who owns them.
Option A · Stay Put
Buy Customers In Licensed States
- Advertise into only the states where Circa holds a license
- Bid against FanDuel, DraftKings, ESPN Bet, BetMGM and Caesars for the same players
- Watch national fans open accounts somewhere else and form habits there
- Enter every newly licensed state cold, with no existing relationship
- Pay rising CAC to migrate customers a competitor already trained
Option B · National Acquisition Engine
Own Customers Before You're Licensed
- Acquire customers in all 50 states today, years before licensing
- Give every one of them a Club One identity on day one
- Monetize them nationally through markets, fantasy, data and subscriptions
- Convert them into Downtown Las Vegas guests while they wait
- Flip a warm, carded, ranked audience into book customers the day a state opens
Cost Of Waiting
What Happens If Circa Does Nothing
Customer habits are formed once. Every quarter of delay converts a cheap acquisition into an expensive migration.
Millions Of Accounts Open
National prediction platforms scale account creation aggressively. None of those customers are Circa's.
Behavior Becomes Habit
Event contracts move from novelty to routine. Default app choices and balances get sticky.
Everyone Plays Catch-Up
Every major operator ships an event-contract product. Differentiation collapses into ad spend.
Circa Pays To Buy Back In
Buying, migrating and convincing customers costs far more than acquiring them cheaply today.
Illustrative Model
The Market Doesn't Have To Make Money. It Feeds The Casino.
Judge this program on incremental Downtown visitation, not on exchange rake. A national prediction and fantasy audience is a top-of-funnel for three hotels, three casino floors, the book, food and beverage, shows, retail, and VIP hospitality.
Wheels down. Bets up.
500K
National members acquired (illustrative)
3%
Convert to a Las Vegas trip
15K
Incremental Downtown visitors
7 Lines
Hotel · F&B · gaming · book · shows · retail · VIP
Figures are illustrative planning assumptions for discussion, not forecasts. Actual conversion, spend, and margin to be modeled jointly with the Circa finance team.
National Acquisition ROI Calculator
Move the inputs to see how national members convert into Downtown trips and incremental revenue across hotel, casino floor, sportsbook, food and beverage, shows, retail and VIP.
Model It Yourself
Acquisition ROI Inputs
Estimated Incremental Downtown Revenue
$30M
From 19K trips at $2K average trip value — $59 of Downtown value per national member acquired.
15K
First-time visitors
19K
Total trips w/ repeats
$5.6M
Hotel rooms
$16M
Casino floor + book
$7.9M
F&B, shows, retail & VIP hospitality
Inputs are user-adjustable planning assumptions for discussion only. Outputs are not forecasts or committed terms and should be re-modeled with the Circa finance team.
A National First-Party Dataset
Every contract, entry, and alert opt-in teaches Circa something about a customer it could not legally serve yesterday. That dataset powers personalization, offers, and trip planning long before a license arrives.
Value Stack
Twenty Ways This Pays
Acquisition, retention, monetization, and enterprise upside — all downstream of one national front door.
Timing
Why Now
Not because prediction markets are hot — because the acquisition window closes as habits form.
Regulated Contracts Went Mainstream
CFTC-regulated event contracts are now a recognized, mainstream product category rather than a fringe experiment.
Accounts Are Being Created Daily
Americans are opening prediction-market accounts in volume right now — and each one is a customer relationship somebody else owns.
Licensing Caps National Engagement
State-by-state sportsbook licensing cannot keep pace with where national engagement is actually happening.
Waiting Raises The Price
Every quarter of delay hardens competitor habits and increases what it costs Circa to acquire the same customer later.
Competitive Position
Why Circa Wins
Nobody else has the book, the markets, the fantasy engine, and the sharp signals in one place.
Swipe table to compare →
| Capability | Circa + Najarian | Kalshi | Polymarket | DraftKings |
|---|---|---|---|---|
| Regulated sportsbook | ||||
| Prediction markets / event contracts | Partial | |||
| Fantasy league engine | ||||
| Sharp flow detection (Heavy Hitter prints) | ||||
| Named expert picks & media hosts | Partial | |||
| All 50 states | Partial | |||
| Global access | Partial | |||
| Sharp-first pricing reputation | Partial | Partial |
Execution
The Rollout
Pilot Markets Go Live
- Circa-branded prediction market hub on NFL, NBA, and UFC
- Sharp Heat Seeker signal widget embedded in market pages
- Jon & Pete daily pick segment driving traffic to Circa markets
Fantasy + Sportsbook Fusion
- Unified wallet across book, markets, and fantasy
- Full fantasy league suite launched under Circa branding
- UPA alerts delivered by Telegram, push, and email
National & Global Scale
- Event-contract coverage across all 50 states
- International entry where prediction contracts are permitted
- Signals API licensed outward — Circa becomes a data authority
Questions Leadership Will Ask
How Club One, national loyalty and first-party data fit together — and what the cost of waiting looks like in plain language.
×Najarian SportsOwn The Customer Before The Market Matures
We're not asking Circa to chase a trend. We're proposing that Circa use prediction markets as the front door to build the first truly national loyalty ecosystem in gaming. Every customer acquired outside your licensed states becomes a future sportsbook customer, a future hotel guest, a future casino visitor, and a future Club One member. The question isn't whether prediction markets become part of the gaming landscape — it's whether those customers belong to Circa, or to someone else by the time the market matures.
