Video card · Charlie Moroze (Addictd) · open in Notion ↗
Evan Rama. Co-founder and CEO of CRSHMARKET, "the world's first livestream prediction market."
LOCKED Aug 18: one guest, one chair. The co-founder is not coming. Everything on this page that assumed two people in the room has been rewritten for Evan alone.
Charlie's brief: super chill, New York based, markets the company hard on LinkedIn. The co-founder is the more particular one and is not a strong public speaker, so his questions are short, concrete, and about decisions he actually made.
The arc, in order:
Numbers
⚠️ Revenue is unverified. Charlie's brief says revenue is "starting to get strong." No figure exists anywhere public. Do not put a number in a title, a description or a thumbnail unless he says it on tape.
⚠️ The word "gambling." Charlie's brief calls it a gambling platform. The company calls it a prediction market. Ask him straight which word he uses, on tape, before any title leans on "gambling."
⚠️ Competitive context worth having in the room: Polymarket announced a partnership with livestreaming platform Parti.com on March 27, 2026 — pinned live markets above streams and a creator revenue-share Earn Program. That is the incumbent doing his exact idea. It is the sharpest question on the page.
⚠️ Tone rule. The dating show has been written up snidely in student press. It is not the punchline. It is the origin of the whole thesis and that is how it gets treated on camera.
Second brief (Aug 18, 2026). Recorded without Charlie, from memory, after the original recording failed to save. Treat every line here as unconfirmed.
The through-line for this episode: he figured out that an audience will not just watch, they will put money on what happens next — and he figured it out running a $100 split-or-steal bit in a college auditorium before he ever wrote a line of product code.
Ranked. Angle 1 is the recommended spine, the rest are segments hanging off it. Proof pulled from Velio.
Chosen angle: the casino inside the livestream (angle 1), with the jester origin as the identity arm.
Bench: We Raised $800,000 To Let People Bet On Streamers. The raise is public and verified (TradedVC, Jul 7, 2026), so it is safe to say — but $800K is a small number for a money arm. Only run it if the tape produces no usable revenue figure and the legality arm dies.
Rewritten Aug 18 for a viewer who has never heard of him. Every question introduces the fact it depends on, in plain words. No company names, no industry terms, nothing that needs an earlier answer to make sense.
Slot 5.3, immediately after the swipe-away question. Guest scores out of 3, score goes on the running board.
The trio. Three of his own clips, all from the KUPID tour era, posted to the show's own accounts. He knows which ones sold tickets. He has never had a read on which one actually held people. That gap is the segment.
⚠️ Blocked. Nobody on our side has the clip links. Charlie or Blake needs to get three from Evan and hand them to the Addictd team before he sits down. Filming is on the page as today, so this is the item that kills the segment if it slips.
The game:
The rule that makes or breaks it. The retention order must not match the view order. If it does, swap a clip until it does not.
Second beat, and it is the better ad: Channel Analysis. His entire growth problem is creator supply — he has to walk up to streamers and convince them to plug in. Run Channel Analysis live on a streamer he would actually want to sign, one neither he nor the tool has seen. Then ask what it is worth to him per month to know which creators will hold an audience before he pays to onboard them.
Pre-shoot checklist for the Addictd team: scan all three, record drop-off timestamp and flagged label for each, confirm the order twist, screenshot the reads at full resolution, write the loser's fix exactly as the tool phrases it.
LOCKED Aug 18. Build the public-clip version now. The KUPID links have been outstanding since Aug 3 and filming cutoff is Aug 21, so the segment stops waiting on them. He has done a run of podcasts and interviews and posts video heavily on LinkedIn, so three of his own clips exist publicly whether or not he ever sends anything. Pull three, view counts hidden, same game and the same rule: the retention order must not match the view order. Prefer KUPID tour clips if they are public, they carry the most skin for him, then LinkedIn video, then podcast clips.
Upgrade path, not a dependency. If Evan hands over three clips before call time, swap them in. Nobody waits on that, and nobody chases it past the day before the shoot.
Ads variant is now third in line, behind the public clips: two CRSHMARKET ads from the Meta Ads Library, scan verdict must beat the eye test.
⚠️ Filming is on this page as today, so lead time is the only thing that matters. Options ranked by whether they can exist by call time.
Update, Aug 18. Filming cutoff on this page is Aug 21, so there is real lead time now, not same-day. The second brief changes the ranking:
Blake to kill the ones he does not want.
Locked off the filmed tape, both cards. Three arms, three different click psychologies.
Bench, first swap for arm 2: Prediction Market Founder: I Did $10M In Volume In 45 Days (Steal This!) The volume figure is card one [16:38].
What the tape settled, and what it killed. The costume is real and he tells the whole story, but it ran four months, four hours a day, not the six months the old arm 2 asserted. He is 21 and dropped out of UT five months before filming [0:17 to 0:22], both previously flagged as unverified. 27 shows in front of 15,000+ people is his own on-tape figure [8:20]. The first show drew about 450 [25:53]. The $7,500 loan is not on tape and no figure is given: he says his dad gave him "a small loan" after DoorDash funded the first two shows, and that it took twelve months to repay in full [32:44, 33:10]. Nothing supports $4,000 of his own money either. The $800K at a $10M pre-seed is superseded by $3.5M at a $20M cap; the "closer to like 900k now" line off camera [card two 0:18] is the pre-seed and must never be mixed with it. KUPID is alive but demoted: "we just do Cupid more for the fun of it, or see if we can maybe get a small acquisition out of it" [44:59].
Idea 1 — face left, text right
Idea 2 — exotic concept
HOOK
CLIP (Evan) [C1 1:09:06]: "It doesn't matter what category you fall in. What we're doing is a form of gambling."
[SOCIAL PROOF]
VO (Charlie): "This is Evan Rama. He spent four months on a college campus in a jester costume, and investors just put three and a half million dollars into the app he built."
CLIP (Evan) [C1 12:33, spliced]: "[-=\Someone from Nigeria. Their average monthly salary is 120 bucks. This guy made five grand in one trade, all profit. He made five years of his salary in like 5 minutes."
[CONTEXT]
VO (Charlie): "The costume was not a bit, because nobody on that campus knew who he was and he had a hundred dollars to his name."
CLIP (Evan) [C1 24:32]: "I bought a jester costume and I wouldn't say a word. I had a mask on. I would stick a QR code on my back. I would do this for 4 hours a day. I would skip class."
CLIP (Evan) [C1 32:33]: "I ended up applying for DoorDash and delivered across the streets of Austin on foot. I ran over 100 miles just delivering food. And that funded the first show."
[SETUP]
VO (Charlie): "In this episode he explains how a show he ran in a college auditorium turned into the thing people put money on,"
CLIP (Evan) [C1 45:43]: "He pitched to me, the shows are great and all, they're not scalable, they won't make you any money."
VO (Charlie): "and exactly what it took to get the first strangers to bet a dollar."
CLIP (Evan) [C1 17:38]: "We started seeding $5 on each side, so there's always some incentive. Even if there's one person trading, you can still win money."
[STAKES / CLOSE]
VO (Charlie): "None of it happens if he doesn't get caught doing something in his last year of high school."
CLIP (Evan) [C1 39:03]: "It was a cheating stunt. I cheated on a test, but I did it in a severe way."
CLIP (Evan) [C1 36:45]: "I had every rec letter from my teachers pulled. All the good ones too."
CLIP (Evan) [C1 43:38]: "If I didn't go to UT, I don't have any of this. So I'm glad I got caught cheating."
(hard cut, into the episode)
Build notes
Rules applied: front-load the gambling admission and the money that pay the arms and the hook, default to conversation order otherwise, welcome opens and never gets cut, CTA on the attention bridge inside the 30 to 40% band, one held payoff (the cheating story, promised in the hook's close), hardest claims in the back half, emotional close, gift last if it exists.
CUT: everything on card one before the welcome, including the drop-out and non-compete chat, the gear talk and the clap run [C1 0:00 to 6:59]; the "attractive kids meaning over 18" exchange and "let's not get the clips" [C1 9:17 to 9:27]; the transition and producer chatter [C1 21:48 to 23:49]; the "people think I'm gay already" run after the kiss [C1 30:44 to 31:57]; the hosts' cheating-at-Harvard tangent [C1 41:00 to 42:11]; the beast aside they ask to have cut [C1 1:00:29]; and the entire dead-camera stretch at the end of card one [C1 1:12:13 to end]. On card two: the pre-roll gear and raise chat including "closer to like 900k now" [C2 0:18], which is the pre-seed and reads as a contradiction against the $3.5M; the camera-recovery and clap sync run [C2 1:44 to 3:07]; every on-camera instruction to the editor [C2 14:30, 14:47 to 15:00, 20:16 to 21:00]; the hosts' own three stories about the engineer, the hometown friend and the blown Discord deal [C2 21:00 to 29:22]; the segment they ask to have cut [C2 53:04 to 53:41]; the Spree tangent [C2 1:09:02 to 1:09:26]; and the "editors suck" aside [C2 30:52]. The welcome stays.
body last edited in Notion 2026-08-31 23:12 UTC