Regulatory Strategy & Compliance

How TheSixNines Differs from Binary Options

Executive Summary

TheSixNines is NOT a binary options platform. We operate as a skill-based entertainment platform with competitive prediction elements, similar to fantasy sports and poker rather than financial derivatives.

This distinction is critical for regulatory classification in the US and internationally.

🚫 Why We Are NOT Binary Options

Binary Options TheSixNines Difference
Investment Product - Marketed as financial investment Entertainment Platform - Marketed as skill-based prediction game ✓ Not an investment vehicle
CFTC/SEC Jurisdiction - Falls under commodities/securities regulation Gaming/Gambling Jurisdiction - Falls under state gaming commissions ✓ Different regulatory body
All-or-nothing payout - Fixed return or total loss Skill-weighted outcomes - Multiple prediction types, parlay options, strategic elements ✓ Not binary outcome
No social element - Solo trading only Competitive leaderboards, leagues, social features - Community-driven ✓ Social gaming aspect
Marketed to investors - Promises returns Marketed as entertainment - Emphasizes skill, competition, fun ✓ Entertainment focus

Legal Classification Strategy

1. Skill-Based Entertainment Platform

Positioning: TheSixNines is a skill-based competitive platform where users predict market movements using analysis, strategy, and timing—similar to daily fantasy sports (DFS).

Legal Precedent: Daily Fantasy Sports (DFS)

  • DraftKings & FanDuel: Classified as skill-based gaming, not gambling, in 45+ US states
  • Key factor: Outcome depends on participant skill, knowledge, and strategy
  • TheSixNines parallel: Users must analyze price trends, timing, and market conditions to succeed

Strategic elements that demonstrate skill:

  • Choosing optimal entry timing (which 10-minute window to predict)
  • Analyzing recent price trends and volatility
  • Asset selection based on market knowledge
  • Parlay strategy and risk management
  • League progression through consistent performance

2. Peer-to-Peer Competitive Gaming (Not House vs. Player)

Model: Implement peer-to-peer prediction pools where users compete against each other, not the house.

  • House role: Platform operator taking a rake/fee (similar to poker)
  • User role: Competing against other users' predictions
  • Outcome: Distributed payouts from a shared pool

Regulatory Advantage: P2P gaming is more favorably regulated than house-banked games. Poker rooms operate legally in many jurisdictions where casinos cannot.

3. Clear Distinction from Financial Products

Explicit Terms of Service Language:

"TheSixNines is an entertainment platform offering skill-based prediction games. This is not investment advice, financial trading, or a securities product. Users are predicting outcomes for entertainment purposes only. No participant should expect financial returns, and all predictions are for recreational purposes."

Marketing Guidelines:

  • Never use: "Investment", "Trading", "Returns", "Profit", "Portfolio"
  • Always use: "Prediction", "Betting", "Entertainment", "Competition", "Skill-based gaming"

Jurisdiction-Specific Strategy

United States

1. Avoid CFTC/SEC Oversight

  • CFTC: Regulates commodity derivatives (including binary options on stocks)
  • SEC: Regulates securities and investment products
  • Our approach: Position as gaming/entertainment under state gaming commissions, not federal financial regulators

2. State-by-State Licensing

  • Target states where skill-based gaming is explicitly legal (CO, NJ, MI, PA, IN)
  • Obtain gaming licenses, NOT money transmission or securities licenses
  • Partner with state-approved gaming operators for compliance

3. Referencing the UIGEA Carve-Out

The Unlawful Internet Gambling Enforcement Act (2006) exempts:

"Fantasy sports games that meet specific criteria"

Criteria:

  • Outcome based on skill → TheSixNines requires market analysis
  • Outcome determined by statistical performance → Stock prices are publicly available data
  • Not based on score/performance of a single event → Multiple 10-minute windows daily

4. US Market Entry Strategy: The FCM Partnership Path

Following Polymarket & Kalshi's Legal Precedent

Three Paths to US Market Entry:

Approach Cost Timeline Example
1. Acquire a DCM $112M+ Immediate (if approved) Polymarket bought QCX
2. Apply for DCM $2M-$5M 18-24 months Kalshi (approved 2020)
3. FCM Partnership ✓ $250k-$500k 6-12 months FanDuel, PrizePicks, Robinhood

Our Recommended Path: FCM Partnership Model

What is an FCM? A Futures Commission Merchant acts as an intermediary, offering DCM-listed contracts to customers. Think of it as "white-labeling" Kalshi or Polymarket's CFTC-approved event contracts.

How the FCM Model Works:

  1. Register as FCM with CFTC/NFA ($500 application fee)
  2. Meet capital requirements ($1M minimum adjusted net capital)
  3. Partner with a DCM (Kalshi, Polymarket, or Crypto.com)
  4. Integrate their API to offer event contracts on TheSixNines
  5. Launch to US users with CFTC-compliant contracts

Real-World Examples (2025):

  • FanDuel + CME Group: FanDuel operates as FCM, offering CME's event contracts via partnership
  • PrizePicks + Kalshi: FCM partnership allows PrizePicks to offer prediction markets
  • Robinhood + Kalshi: Robinhood provides Kalshi markets through its existing FCM status

FCM Registration Requirements:

Requirement Details Cost
Minimum Capital $1M adjusted net capital $1,000,000
Application Fee Form 7-R (firm) + Form 8-R (principals) $500 + $85/person
NFA Membership Annual registration maintenance $100/year
Proficiency Exams Series 3 exam for associated persons $130/exam
Background Checks FBI fingerprinting for principals $50/person
Legal & Compliance Law firm, compliance setup $150k-$250k

The Polymarket & Kalshi Precedent:

Polymarket's Journey:

  • January 2022: CFTC fined Polymarket $1.4M for operating unregistered event-based binary options
  • 2022-2024: Blocked from US, operated only internationally
  • July 2024: DOJ & CFTC ended investigations without charges
  • September 2025: Bought QCX (licensed DCM) for $112M, regained US market access
  • Result: Now legal in US through DCM ownership

Kalshi's Journey:

  • 2020: Registered as CFTC Designated Contract Market (DCM)
  • 2024-2025: Court battle with CFTC over political event contracts
  • May 2025: CFTC dropped appeal, Kalshi won right to offer political contracts
  • 2025: Listed 2,000+ event contracts, processed $500M+ during March Madness alone
  • Result: Self-certifies new contracts without CFTC pre-approval

Why FCM Partnership is Best for TheSixNines:

  • Fast time-to-market: 6-12 months vs 18-24 months for DCM approval
  • Capital efficient: $250k-$500k total vs $112M to acquire DCM
  • Proven regulatory path: CFTC-approved model used by major players
  • Immediate access to contracts: Kalshi has 2,000+ pre-approved event contracts
  • Lower regulatory burden: DCM handles contract approval, we handle distribution
  • Scalable: Can partner with multiple DCMs (Kalshi, Polymarket, Crypto.com)

Regulatory Risks & Mitigation:

Risk Mitigation
State-level challenges
California tribes sued Kalshi claiming contracts are illegal gambling
• Partner with DCM for legal defense
• Geographic restrictions for hostile states
• Focus on CFTC-friendly states first
CFTC policy changes
No-action letters can be rescinded
• Diversify: Maintain Curacao license for international
• Monitor regulatory developments
• Maintain multiple DCM partnerships
Capital requirements
$1M minimum + ongoing compliance costs
• Raise dedicated compliance fund
• Project $100k/year ongoing costs
• Build into US expansion budget

Canada

Classification: Gaming/lottery under provincial jurisdiction

  • Work with provincial gaming authorities (e.g., AGCO in Ontario)
  • Obtain gaming operator license
  • Emphasize skill-based nature (legal in most provinces)

European Union

MiFID II Concerns: Binary options on financial instruments are BANNED in EU since 2018

Our differentiation:

  • TheSixNines is entertainment prediction platform, not a financial instrument
  • Not marketed to retail investors
  • Obtain gambling licenses from individual EU member states (Malta, Gibraltar for remote gambling)

Brazil

Status: Sports betting legalized January 2025

Opportunity: Apply for sports betting license, position as "prediction gaming" similar to sportsbook

  • Crypto-friendly payment infrastructure
  • Massive underserved market (203M people)

Compliance Infrastructure

1. KYC/AML Requirements

  • Identity Verification: All real-money users verified via Jumio/Onfido
  • Age Verification: 18+ or 21+ depending on jurisdiction
  • Transaction Monitoring: Flag suspicious activity, large deposits/withdrawals
  • Sanctions Screening: Block users from OFAC-sanctioned countries

2. Responsible Gaming

  • Deposit limits ($500/day, $2,000/month default)
  • Self-exclusion tools
  • Reality checks (time limits, session reminders)
  • Partnership with National Council on Problem Gambling

3. Legal Counsel & Advisory

  • Gaming law firm: Dickinson Wright (specialists in skill-based gaming)
  • Regulatory consultants: Advise on each jurisdiction's licensing
  • Government relations: Proactively engage with regulators

Risk Mitigation

Regulatory Risk Mitigation Strategy Status
Classified as binary options by CFTC
  • No marketing as "investment" or "trading"
  • Emphasize entertainment and skill
  • Peer-to-peer model, not house-banked
✓ Low Risk
State gambling violations (US)
  • Geo-blocking for prohibited states
  • State-by-state licensing approach
  • Partner with licensed operators
✓ Managed
EU MiFID II binary options ban
  • Position as gaming, not financial product
  • Malta/Gibraltar remote gambling license
  • Clear T&C distinguishing from investment
✓ Addressed
Payment processor restrictions
  • Crypto payments (primary method)
  • Gaming-focused processors (Paysafe, Nuvei)
  • State-licensed payment partnerships
✓ Multiple options

Timeline to Full Compliance

Month 1-2: Legal Foundation

  • Engage gaming law firm (Dickinson Wright)
  • Draft Terms of Service emphasizing entertainment/skill
  • Establish corporate entity in gaming-friendly jurisdiction (Malta or Delaware)

Month 3-4: Pilot Jurisdiction Licensing

  • Apply for gaming license in 1-2 US states (Colorado, New Jersey)
  • Apply for remote gambling license (Malta or Curaçao)
  • Implement KYC/AML infrastructure

Month 5-6: Limited Launch

  • Launch in licensed jurisdictions only
  • Real-money beta with 100-1,000 users
  • Monitor regulatory feedback

Month 7-12: Expansion

  • Apply for additional state licenses (MI, PA, IN)
  • Launch in Canada (provincial licenses)
  • Launch in Brazil (newly legalized market)

Year 2: International Growth

  • EU expansion (member state licenses)
  • UK Gambling Commission license
  • Australia (gray area, but possible)

Investor Implications

✅ Why This Strategy Works

  • Clear legal differentiation from banned binary options platforms
  • Multiple regulatory pathways (gaming, not financial)
  • Proven precedent (DFS model is legal in 45+ states)
  • Proactive compliance from day one
  • Geographic diversification reduces single-jurisdiction risk

Licensing Costs (Estimated)

Jurisdiction Initial Cost Annual Renewal Timeline
US State License (e.g., NJ) $50,000 - $150,000 $25,000 - $50,000 6-12 months
Malta Remote Gambling License €25,000 €15,000 6-9 months
Curaçao Gaming License $15,000 $10,000 2-3 months
UK Gambling Commission £5,000 - £10,000 £3,000 - £5,000 6-12 months

Total Year 1 Compliance Budget: $300,000 - $500,000

Final Conclusion

TheSixNines is positioned as a skill-based entertainment platform, NOT a financial product or binary options platform.

By emphasizing:

  • ✅ Entertainment and competitive gaming aspects
  • ✅ Skill-based decision making
  • ✅ Social and community features
  • ✅ Peer-to-peer competition model
  • ✅ Clear distinction from investment products

We establish a clear legal framework that is defensible, scalable, and aligned with successful precedents like DFS platforms.