International Conference on Gambling and Risk-Taking

The Onchain
Gambler.

Price sensitivity and jackpot seeking in blockchain lotteries.

Kahlil Simeon-Rose, Ph.D.

Carson College of Business · Washington State University

Session 3B · 10 minutes
Q&A to follow

Motivation

The onchain gambling market.

A largely unregulated channel that has already accrued meaningful consumer interest — and almost no empirical research on what drives it.

$2.6B

single-operator revenue in 2022, higher than many regulated alternatives. Stake.com · FT, 2023

15.1%

share of all Litecoin transactions in Dec 2022 attributable to one crypto-gambling site. 12.3% Dogecoin · 5.9% Bitcoin

≈ 0

peer-reviewed studies of consumer behavior inside a blockchain-native game of chance. Prior to this study

"Aside from decentralized finance, gambling may be the industry most benefiting from onchain technology" — yet behavior inside these markets has been treated as a black box.

02 · Motivation The Onchain Gambler

Research Question

Do the established behavioral drivers of lottery demand persist when the institutional wrapper is stripped away?

Pseudonymous

Wallets — not names. Social observability and stigma effects effectively removed.

Unregulated

No licensing, no spending limits, no advertising rules, no jurisdiction.

Novel Cost Structure

Ticket price plus a volatile blockchain gas fee, both denominated in cryptocurrency.

03 · Research Question The Onchain Gambler

Study Setting

PancakeSwap Lottery V2.

The largest crypto-native lottery on a public blockchain, operating entirely within Binance Smart Chain smart contracts.

PlatformPancakeSwap — largest DEX on Binance Smart Chain
Game6-digit number match, top prize for full match-of-6
Ticket$5 USD-equivalent, denominated in the CAKE token
CadenceTwo draws per day, every 12 hours
OperatorPseudonymous developer collective; smart-contract enforced
Period18 months · July 2021 → December 2022

What a player actually pays

Ticket
$5.00
In CAKE — fixes in USD at draw start, then drifts with token price.
Gas Fee
$0.33 – $1.13
Volatile, set by Binance Smart Chain network congestion.

Two volatile costs in two different assets — a pricing structure that simply does not exist in a regulated fiat lottery.

04 · Setting PancakeSwap Lottery V2 · BSC

Hypotheses

Three classical drivers, re-tested.

If lottery demand is intrinsic to the gamble, these patterns should survive the move onchain.

H1

Tickets sold with jackpot size.

Skewness preference and the convex region of Friedman–Savage utility — the most consistent finding in lottery demand research.Forrest et al. 2002 · Kearney 2005

H2

Tickets sold with the price of a ticket.

Classical price sensitivity — but the onchain "price" is now ticket cost plus a variable gas fee, and we can identify both.Baker et al. 2020 · Gallet 2015

H3

Tickets sold after a prior-draw winner.

Representativeness heuristic, amplified by blockchain's transparent, verifiable winner records.Guryan & Kearney 2008

05 · Hypotheses H1 jackpot · H2 price · H3 halo

Data

Wallet-level transactions, 18 months.

Every ticket. Every wallet. Every draw. Recovered directly from the public Binance Smart Chain ledger — a level of granularity unavailable in any fiat lottery study.

Draws
720
Lottery draws across 18 months, two per day.
Wallets
83,711
Unique wallet addresses that purchased at least one ticket.
Observations
755,756
Wallet-draw pairs in the Poisson estimation sample.
Mean Jackpot
$170K
USD-equivalent prize pool per draw. Max observed: $455K.
Mean Tickets / Draw
6,257
Aggregate ticket volume per draw across all wallets.
+ Qualitative
3mo
Content analysis of the PancakeSwap English Telegram channel.
06 · Data Public BSC ledger · July 2021 → Dec 2022

Identification Strategy

Three instruments, two estimators.

The problem

Prize pool and total cost are jointly determined with ticket sales: every additional ticket grows the next pool, and gas fees shift with the same network activity that brings players in.

We need cost and jackpot variation that is exogenous to lottery demand itself.

12SLS FD 2CF Poisson

The instruments

Δ CAKE token priceBetween consecutive draws
TICKET COST
BSC daily transactionsNetwork-wide congestion
GAS FEE
Operator-injected bonus CAKEPre-scheduled top-up
PRIZE POOL

Diagnostics

68,018
Cragg–Donald Wald F. Stock–Yogo 10% threshold is 13.43.

p = 0.41
Hansen J overidentification — instruments are exogenous.
07 · Identification 2SLS first-difference · CF Poisson (Lin & Wooldridge 2019)

Main Results

Classical drivers, intact.

Wallet-level effects from the control-function Poisson model. 2SLS estimates are comparable in magnitude.

H1 · Jackpot SUPPORTED
+134%
tickets per wallet, per +$1M in prize pool
β = 1.339, 95% CI [1.246, 1.433], p < .001. ≈ +6.3 tickets at the wallet mean.
H2 · Price SUPPORTED
−8.6%
tickets per wallet, per +$1 in total cost
β = −0.086, 95% CI [−0.127, −0.046], p < .001. Players respond to ticket and gas.
H3 · Halo DIRECTIONAL
+15.9%
tickets the draw after a jackpot winner
β = 0.159, p < .001, but only n = 2 jackpot events observed — estimate noisy.

Control-function residuals on both cost and prize pool are significant (p < .01), confirming endogeneity and validating the IV strategy. Effect magnitudes hold across both estimators.

08 · Results CF Poisson · n = 755,756 · wallets = 83,711

Content Analysis

What players talk about.

Coded messages from the PancakeSwap English Telegram channel — a triangulation on the econometric results.

Jackpot size
27 msgs
Recent winners
26 msgs
Ticket price
14 msgs
Expected value
2 msgs
Players discuss jackpots, winners, and price — almost never expected value. The behavioral footprint in conversation mirrors the behavioral footprint in transactions.
09 · Content Analysis Telegram · English channel · 3-month window

Implications

The gamble, not the wrapper.

Three takeaways for theory, pricing, and policy in a decentralized vice market.

01 · Theory

Drivers travel.

Jackpot seeking and price sensitivity persist under pseudonymity, deregulation, and crypto-denomination. The gambling product itself — not its institutional environment — appears to be the primary behavioral driver.

02 · Pricing

Price is composite.

The cost of participation is now product cost + infrastructure cost, each in a different volatile asset. Players respond to both consistently with classical price theory — a degree of economic rationality cognitive-bias accounts underweight.

03 · Policy

Risks travel too.

If the behavioral risks of lottery consumption are not mitigated by the absence of regulation, consumer-protection frameworks must extend to decentralized platforms — even when operators are pseudonymous and borderless.

10 · Implications Theory · Pricing · Policy

Limitations & Future Research

What this study can — and can't — say.

Limits of the present study

  • Single platform and product — PancakeSwap V2.
  • A wallet is not necessarily a unique individual.
  • Only two jackpot wins in window — halo estimate noisy.
  • Expected value not directly modeled (scalar of pool).
  • Content analysis: single coder, English-language channel, three months.

Where this goes next

  • Cross-platform replication across crypto-lotteries.
  • Player heterogeneity — casual vs. heavy consumers.
  • Multi-wallet identity linking for individual-level inference.
  • Longitudinal tracking of risk-of-harm patterns onchain.
  • Side-by-side comparison: regulated fiat vs. unregulated crypto.
11 · Limitations The Onchain Gambler

Thank you.Questions?

Author

Kahlil Simeon-Rose, Ph.D.

Associate Professor · Carson College of Business
Washington State University

Data & Replication

Wallet-level dataset and Stata code released with the paper. All transactions verifiable on the Binance Smart Chain ledger.

12 · Q&A ICGRT · The Onchain Gambler