The market beneath us doubles by 2030.
Gross gaming revenue, global payments, the still-opening map, and the counterweight. Every market figure cites its source and its date.
A market that keeps moving online.
Global gaming revenue, and the share of it that runs through an online channel.
Gross gaming revenue across all channels, 2024 actual to 2030 forecast; online share of that total. Source: H2 Gambling Capital, published 30 April 2026.
We invest in about a twentieth of it.
Gross gaming revenue across all channels, 2030 forecast. Source: H2 Gambling Capital, published 30 April 2026; the 2030 figure is that firm’s forecast, not ours. The supplier-layer band is modeled: published revenue-share ranges applied to online GGR. Consumer market data is shown as context only.
Money movement is its own market, apart from gaming.
The third anchor sits inside a market with no relationship to gaming at all.
Global payments revenue, 2024 actual to 2029 forecast. Source: McKinsey Global Payments Report 2025, covering 50 countries representing 95% of global GDP.
The map is not finished.
U.S.-based with international reach.
Dates as announced by the relevant regulator or operator; status verified 28 August 2026. Ink marks a market already live; accent marks a market that has not opened yet.
Regulation opens markets. It closes them too.
We do not back consumer gambling operators.
India banned all real-money online gaming in August 2025. The sector has written down $840M of assets since.
The India ban and the write-down total are the firm’s own figures, as presented in its LP deck; verified 28 August 2026 — not third-party data like the figures above.