Update No. 04 · Q2 2026
Topic Value Model
State of Play Growth Model Network Map

The operating system for
the mini-entertainment economy.

Three reinforcing layers — infrastructure, a verified data network and a coordination token — sitting across a global super-app network. Distribution nodes (apps) and IP nodes (brands, studios and image rights) plug into the same network.

Pipeline MAU
300M+
9 active conversations
Projected Reach (MAU)
—
at 30% exposure × 30% CTR*
*Conservative estimate
Live Partners
7
live across 5 regions
Architecture
Owned · Verified · Aligned
/ 01 — Thesis

Why this matters now

Mini-apps are doing to mobile what the browser did to desktop. They're becoming the default layer for users to interact with content, services and rewards across a single ecosystem — the infrastructure behind this shift is still wide open.

PlaysOut fills that gap. We power both the content and the infrastructure — premium games and micro-dramas on a single runtime, distribution, data and monetization stack, embedded inside any super-app.

AI has commoditized content — it can now support the development of endless games and micro-dramas for every user preference. The moat is the distribution, growth and monetization of that content. And we own all three.

/ 02 — Value Flow

Three layers. One flywheel.

Three layers, one loop. The business generates revenue and data. The data powers a verified network others pay to use. $PLAY coordinates that network — and feeds the value back. Each layer makes the next worth more.

// Layer_01

Operating Business

Where revenue accrues

// Layer_02

$PLAY Token

Coordinates the network

// Layer_03

Data Attestation Network

Where the two compound

// What the business owns

The infrastructure layer for mini-entertainment.

Runtime. Payment rails. Developer tooling. Distribution network. This is where revenue accrues.

It earns the contract revenue and the infrastructure margin — plus a distribution moat that compounds with every new integration.

Runtime
Our SDK runs games and micro-dramas inside super-app surfaces — capturing play, payments and data at the source.
Payment Rails
Native settlement that cuts platform and cross-border fees at the point of sale.
Distribution
Embedded across 7 live and integrating partners — ~320M+ projected reach.
Live Ops
Turns raw behavioral data into retention, reward and pricing decisions.
// What the token does

$PLAY — value backed by real business performance.

From day one, 10% of net revenue buys $PLAY on the open market and burns it. More revenue → more buying pressure → a permanently shrinking supply.

As the network matures, $PLAY becomes the coordination layer: partners stake it for priority access, developers and operators pay in it for verified data, and node operators earn it for honest verification.

The sequencing is deliberate: buyback & burn ties $PLAY to revenue from day one; coordination utility compounds as the data network scales.

Buyback & Burn
10% of net revenue buys and burns $PLAY every quarter — supply shrinks as the business grows.
Staking
Partners and node operators stake $PLAY for network access and verification rights.
Data Coordination
Developers pay in $PLAY for verified behavioral data feeds across the network.
Future Surfaces
Prediction markets, AI agent monetization, privacy-preserving data ownership.
// Where the data flywheel lives

A verified data network — built on real user behavior.

Every game and micro-drama we run generates behavioral data. Nodes verify it and publish trusted feeds that developers, operators and platforms pay for, build on and act on.

The outputs are verified signals — session completions, engagement scores, reward eligibility, campaign conversions — making off-chain mini-app data trustworthy enough to monetize at scale.

Data Origin
No 3rd-party data — we generate it first-hand, inside our own surfaces.
Attestation
Cross-surface verification at the point of origin — not after the fact.
Intelligence
Real-time signals on retention, reward timing and campaign performance.
Defensibility
Every new surface compounds the data advantage — non-linearly. Classic network effects.
/ 03 — Sequence

Each layer earns the right to build the next.

Each layer only activates when there's real usage to justify it. Disciplined sequencing.

PHASE_01
▶ Active

Enterprise Infrastructure

Ship the runtime, sign the contracts, embed the SDK. 7 live partners, ~320M+ projected reach.

PHASE_02
→ Activating

Networked Data Layer

As usage scales, that data becomes a verified intelligence layer. The attestation MVP defines who runs the nodes and how they're rewarded.

PHASE_03
○ Sequenced

Token Activation

$PLAY activates only when network demand justifies it — powering settlement, security and coordination across the data network.

/ 04 — Distribution

Distribution pipeline.

7 partners live. 5 integrating. 10 engaged.

Live
7
partners
Projected Reach (MAU)
—
30% exposure × 30% click-through*
*Conservative estimate across live & integrating partners
Integration Ongoing
5
partners
Engaged
10
partners
Live — 7 Partners
W
WeChat
World’s largest super app — payments, services, mini-program ecosystem.
CHINA
~1.4B MAU
Licensed to Publish
D
Douyin
Short-form video leader with deeply integrated mini-app distribution.
CHINA
~800M MAU
Licensed to Publish
T
Telegram
Messaging super app with native mini-app and payments layer.
GLOBAL
~1B users
Live
B
Binance Wallet
Self-custody wallet on the world’s largest crypto exchange.
GLOBAL
~15M+ users
Live
B
Base App
Coinbase’s onchain everything app — social, mini-apps, payments.
US
~3M wallets
Live
M
MyDoge Wallet
Dogecoin’s leading self-custody wallet and social gateway.
GLOBAL
~500K users
Live
V
Viu TV
Hong Kong’s leading OTT streaming platform — entertainment and interactive content.
HK · ASIA
Early Stage
Live
Integration Ongoing — 5 Partners
E
Eros Universe
Entertainment-led distribution into India’s fastest-growing IP market.
INDIA
~225M registered
Integration Ongoing
TVA
TV Azteca
Mass-market broadcast & streaming distribution in Mexico.
LATAM
~80M MAU
Integration Ongoing
C
Careem
Ride-hailing, food and services super app across MENA.
MENA
~50M+ users
Integration Ongoing
G
Grab
Mobility super-app — food, fintech, transport across Southeast Asia.
SEA
~47M MAU
Integration Ongoing
J
Jahez
High-frequency food delivery and loyalty surface across the Gulf.
KSA · GCC
~4M MAU
Integration Ongoing
Engaged — 10 Partners
X
X (Twitter)
Global real-time social platform with payments and creator infrastructure.
GLOBAL
~570M MAU
Engaged
433
433
World’s largest football community — 120M+ social followers.
GLOBAL
~120M reach
Engaged
ML
Mercado Libre
Latin America’s largest ecommerce and fintech ecosystem.
LATAM
~83M MAU
Engaged
bS
beIN Sports
Premium sports broadcasting across MENA and beyond.
MENA · GLOBAL
~55M subs
Engaged
OF
OneFootball
Global digital football platform with content and streaming.
EU · GLOBAL
~34M MAU
Engaged
D
DAZN
Global sports streaming — fan engagement surface.
GLOBAL
~20M+ subs
Engaged
Y
Yemeksepeti
Turkey’s leading food ordering platform.
TURKEY
~18M users
Engaged
G
Getir
Ultra-fast grocery delivery, category leader in Turkey.
TURKEY
~10M MAU
Engaged
R
Rappi
Super-app spanning food, payments, commerce across Latin America.
LATAM
~5.5M MAU
Engaged
W
Wedo TV
FAST streaming and content distribution across Europe.
EU
~5M+ reach
Engaged
/ 05 — Payments & Data Logic

Every transaction is a data asset.
Every data asset increases the oracle.

We facilitate the payment flow — in-app purchases, subscriptions, rewards and ad settlements — across every surface we embed into.

Every transaction creates real user data. As more apps integrate, this data compounds — making the network smarter, more accurate and more valuable over time.

01

Payments generate the data.

In-app purchases, reward redemptions, subscriptions, ad settlements — we process them natively inside partner surfaces. Every transaction is a verified record: who paid, for what, when and in what context. The payment layer isn't just revenue — it's the raw input for the intelligence network.

02

Data compounds the oracle.

Transaction records combine with behavioral signals — session depth, retention, reward timing, campaign conversions — into verified data feeds enterprises pay for. More partners means more surfaces, more transactions, more signals — and a stronger oracle. The value compounds non-linearly.

/ 06 — Token $PLAY

The flywheel that runs in both directions.

The business owns the rails. The network powers the flow. Separate roles, compounding value.

Phase 1 (buyback & burn) is live. Phase 2 (network utility) is sequenced — deferred pending regulatory clarity, and under active legal review with counsel.

SDK Adoption DATA Volume $PLAY Demand REV Compounds Reinforcing FLYWHEEL
E

Equity Holders

A direct claim on the operating business — platform revenue, margin and a distribution position that strengthens with every new partner.

T

Token Holders

Value tied to data value running through the network. As more operators pay for verified data, demand for $PLAY grows with the system.

N

Node Operators

Productive yield from attestation rewards and staking returns. Running honest nodes earns $PLAY as an operational upside to the system.

Play Imminent.

Explore the Growth Model →