Add That2ndGuy pitch deck and market research for Valuetainment

- 13-slide investor pitch deck with market data, competitive analysis,
  brand positioning, go-to-market strategy, and revenue projections
- Separate market research file with raw stats and sources
- Golf apparel market: .8B (2025), growing 6%+ CAGR
- 47.2M US golf participants, 18-34 now largest demo at 6.3M
- Competitive landscape analysis of Malbon, Eastside Golf, Bogey Boys, etc.
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flutter-nkode Submodule

Submodule flutter-nkode added at 1aab422c43

Submodule hammer-queue updated: 819649c8c7...96441b818e

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- Chat UX improvements: thinking indicator (bouncing dots), tap-to-show timestamps, double-click thread rename, auto-resize textarea
- Deployed to Dokploy — chat should now connect to gateway via ws.hammer.donovankelly.xyz
- This should unblock Phase 2 of HQ-21 (Chat integration)
## Kanban Board View (Task Worker) - 9:30 AM UTC
- Built KanbanBoard component with 4 status columns: Active, Queued, Blocked, Done
- HTML5 drag-and-drop to move tasks between columns (changes task status)
- Cards show priority badge, project, assignee, due date, subtask progress bar
- View toggle (list/board) in Queue page header with list and board SVG icons
- View preference persisted to localStorage
- Status filter dropdown auto-hides in board view (columns are the filter)
- Deployed to dash.donovankelly.xyz via Dokploy
## Dashboard Polish: Code Splitting, Activity Log, Session Browser (Task Worker) - 9:00 AM UTC
- **Code splitting**: All route pages now lazy-loaded via React.lazy + Suspense. Main JS bundle reduced from 520KB → 266KB (49% reduction). Each page loads on demand.
- **Activity Log page** (`/activity`): Full timeline of all progress notes across all tasks. Grouped by day, filterable by task status (active/completed/queued/blocked). Timeline dot UI with linked task references.
- **Gateway Session Browser**: Chat sidebar now has expandable "Gateway Sessions" section. Fetches real Clawdbot sessions from the gateway relay. Users can click any session (telegram, cron, etc.) to add it as a local thread and chat in that session context.
- Sidebar nav now: Dashboard → Queue → Projects → Activity → Chat
- Deployed to Dokploy via API
## Dark Mode + UX Polish (Task Worker) - 10:30 AM UTC
- Full dark mode support on TaskPage (header, status colors, cards, sidebar, forms, all interactive elements)
- Task descriptions now render as Markdown using ReactMarkdown + remark-gfm (same setup as ChatPage)
- Inline description editing: click "Edit" button or "click to add" for empty descriptions, with markdown hint
- Inline title editing: click task title to edit in-place, Enter to save, Escape to cancel
- Committed previously uncommitted useTheme hook (light/dark/system toggle) and dark mode classes across all components
- Build clean, pushed and deployed to Dokploy
## Task Estimates + Velocity Chart (Task Worker) - 11:30 AM UTC
- Added `estimatedHours` integer column to tasks schema (backend/db)
- Backend: create/update endpoints support estimatedHours field
- New `/api/tasks/stats/velocity` endpoint: 14-day daily completions, weekly velocity avg, estimate totals for active+queued tasks
- Dashboard: Velocity chart widget with CSS-only 7-day bar chart, this-week count, avg/week, estimated hours remaining
- TaskDetailPanel: estimated hours input (number field + clear button)
- CreateTaskModal: estimated hours in "More options" advanced section
- TaskCard, KanbanBoard, TaskPage: ⏱ estimate badge when hours > 0
- Route ordering fix: stats/velocity placed before /:id to avoid parametric route match
- Deployed to Dokploy
## Tags, Sort, Command Palette (Task Worker) - 11:00 AM UTC
- **Tags system**: Added JSONB `tags` column to tasks schema, full backend CRUD, chip editor UI in TaskDetailPanel (Enter/comma to add, Backspace to remove), tag badges on TaskCard, KanbanBoard, TaskPage
- **Sort controls**: Queue page can sort by priority, due date, created, updated, or name, with asc/desc toggle. Persisted to localStorage.
- **Tag filter**: Dropdown in queue header populated from all existing tags across tasks
- **Keyboard shortcuts modal**: Press `?` to toggle. Lists Ctrl+K, Ctrl+N, Esc, Ctrl+Enter, etc.
- **Command palette** (Ctrl+K): Global task search with arrow key navigation, shows active/recent tasks by default, Enter to open task
- **Sidebar notification badges**: Amber badge for active tasks count, red badge for blocked tasks on Queue nav item
- **Backend**: `progressNotes` now updatable via PATCH body (not just POST /notes endpoint)
- 4 commits pushed, 4 deploys to Dokploy
## Network Matching Feature (Task Worker) - 12:30 PM UTC
- Built the last missing MVP feature for the Network App (CRM)
- **Backend** (network-app-api):
- `services/matching.ts`: Rule-based scoring engine comparing clients on industry, interests, location, tags, complementary roles
- Smart filtering: related industry groups, same-company exclusion
- AI intro suggestion generation (Claude/GPT via LangChain)
- `routes/network.ts`: 4 endpoints — `/matches`, `/matches/:clientId`, `/intro`, `/stats`
- **Frontend** (network-app-web):
- `NetworkPage.tsx`: Match cards with score badges, category icons, reason lists, AI intro button
- Stats dashboard: total clients/matches/avg score, top connectors list
- Category filtering (industry/interests/location/business/social) + min score selector
- Added "Network" to sidebar nav between Emails and Settings
- Both repos pushed, builds clean
- Task HQ-3 set to active and assigned to Hammer
## Recurring Tasks Feature (Task Worker) - 12:00 PM UTC
- Added `recurrence` JSONB field to tasks schema (frequency: daily/weekly/biweekly/monthly, autoActivate: boolean)
- Backend: when recurring task is completed, auto-spawns next instance with same title/description/assignee/project/tags, unchecked subtasks, computed next due date
- Optional autoActivate flag to immediately activate next instance (vs queuing it)
- Frontend: recurrence picker buttons in CreateTaskModal (More Options) and TaskDetailPanel
- 🔄 recurrence badges on TaskCard, KanbanBoard, TaskPage, DashboardPage
- Applied recurrence to existing "Email Monitoring (Recurring)" and "Todo App Check (Recurring)" tasks (daily)
- Pushed and deployed to Dokploy
## Network App: Reports, Export, Notifications (Task Worker) - 1:00 PM UTC
- Built Reports & Analytics page (/reports): overview stats grid, 12-month client growth & email activity bar charts, engagement breakdown (engaged/warm/cooling/cold stacked bar), industry & tag distribution charts, at-risk client lists
- CSV Client Export: download button triggers browser file download of all clients with full field set
- Notification Bell: header icon with live count badge, dropdown with overdue follow-ups, upcoming events, stale clients, pending drafts. Priority-sorted, dismissable, auto-refreshes every 5 min
- Backend: 6 new API endpoints in /reports route (overview, growth, industries, tags, engagement, notifications, export/clients)
- Added Reports nav item to sidebar between Network and Settings
- Both repos pushed and deployed to Dokploy (API: UKrNvUyMCdaSWkl6DcAGA, Web: Sa1LrtH5uu-a7chrtebXb)
## Network App: Command Palette, Dark Mode, Pinned Clients (Task Worker) - 1:30 PM UTC
- **Command Palette (Ctrl+K)**: Global search component searching clients, pages, and actions. Arrow key navigation, grouped results (Pages/Clients/Actions), keyboard hints footer. Search trigger button with ⌘K hint in header bar.
- **Dark Mode**: Full theme toggle (light/dark/system) with localStorage persistence. useTheme hook, ThemeToggle component. Applied across Layout sidebar/header, DashboardPage, ClientsPage, ClientDetailPage, LoginPage, Modal. Tailwind v4 `@custom-variant dark` for class-based dark mode. Updated index.css with dark body styles.
- **Pinned/Favorite Clients**: usePinnedClients hook (localStorage-backed). Star button on ClientDetailPage header and Dashboard recent clients. Pinned clients grid section on Dashboard. No backend changes needed.
- Built clean, pushed to git, deployed web frontend to Dokploy (Sa1LrtH5uu-a7chrtebXb)
## Network App: Full Dark Mode + Calendar View (Task Worker) - 2:00 PM UTC
- Added dark mode (`dark:` variants) to ALL remaining pages: SettingsPage, EventsPage, EmailsPage, NetworkPage, ReportsPage, AdminPage, ForgotPasswordPage, ResetPasswordPage, InvitePage
- Added dark mode to components: Badge, CSVImportModal, EmptyState, NotificationBell, EmailComposeModal, ClientForm
- Built monthly calendar view for Events page: month grid with event type color dots, prev/next month navigation, today highlight, click day to see events
- Fixed: sub-agent had reverted lazy-loaded code splitting in App.tsx — restored React.lazy + Suspense for all route pages
- Build clean, pushed, deployed to Dokploy (Sa1LrtH5uu-a7chrtebXb)
## nKode Dokploy Setup (HQ-27) - 3:45 PM UTC
- Task: Set up Dokploy project for nKode stack (frontend + backend + db)
- Found existing nKode project (rqBLzpkkE9b7hlQHh6tBG) already had frontend + backend as individual Dokploy apps
- Frontend: app.nkode.donovankelly.xyz (nkode-web.git, main branch) - serving ✅
- Backend: api.nkode.donovankelly.xyz (nkode-rs.git, fix/frontend-auth-rebuild branch) - responding ✅
- Added Postgres 16 Alpine database (postgresId: -kClddhuQsAWjy-ZP4anV, container: nkode-db-4wkbe1)
- Updated backend env with DATABASE_URL pointing to internal Postgres
- Stored DB creds in Bitwarden shared vault ("nKode Postgres (Dokploy)")
- Cleaned up duplicate empty nKode project (wCTz9G4sWGVuxBwwx0LEk)
- Redeployed backend with new env vars
- Used individual Dokploy apps + managed Postgres (not compose) — better for independent deploys and auto-TLS
## nKode Backend: Health Endpoint (HQ-29) - 4:20 PM UTC
- Task activated via cron: Dockerize nkode-rs and deploy to api.nkode.donovankelly.xyz
- Found backend already deployed and running (OIDC discovery working, all routes operational)
- Dockerfile already existed (multi-stage: rust:1.88-bookworm → debian:bookworm-slim)
- Env vars configured: DATABASE_URL, CORS_ORIGINS, RUST_LOG, OIDC_ISSUER
- Added GET /health endpoint returning {"status":"ok"} (routes.rs + main.rs)
- Pushed to feat/health-endpoint branch (main is protected, needs PR approval)
- Temporarily switched Dokploy to build from feat branch, deployed, verified /health returns 200
- Switched Dokploy back to main branch
- PR #9 open: https://git.infra.nkode.tech/dkelly/nkode-rs/pulls/9 — needs Donovan to approve & merge

Submodule network-app-api updated: 11ee9b946f...959b76c2e4

Submodule network-app-web updated: b6de50ba5e...d5706d4ead

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nkode-oidc Submodule

Submodule nkode-oidc added at b0f0bccd96

Submodule nkode-rs updated: 68f3648eea...a3f105fd85

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# That2ndGuy — Market Research Notes
## Golf Apparel Market Size
- **2025:** $4.77$4.83 Billion (Maximize MR / Global Growth Insights)
- **2030:** $4.94B (Business Research Company, 7.1% CAGR)
- **2032:** $7.28B (Maximize MR, 6.2% CAGR) or $7.4B (Global Growth, 6.3% CAGR) or $12.3B (Persistence MR, 5.5% CAGR)
- Conservative consensus: ~$7B by 2032 at ~6% CAGR
## Golf Equipment Market (Broader Context)
- **2025:** $9.24B (Mordor Intelligence), $17.2B (Persistence MR — includes all equipment)
- **2030:** $11.48B (Mordor, 4.43% CAGR), $19.52B (Virtue MR, 4.49% CAGR)
## Golf Participation (USA)
- **Total participants (2024):** 47.2 million aged 6+ (National Golf Foundation)
- **On-course players aged 1834:** 6.3 million — now the LARGEST age group
- **Off-course only (1834):** 5.4 million (Topgolf, simulators, etc.)
- **Growth streak:** 6 consecutive years of growth in 1834 demo (20192024)
## Demographic Insights (Lightspeed 2025 Report, 700+ golfers surveyed)
- 51% of Gen Z play golf for **mental health and self-care** (top reason)
- 47% of 2534 Millennials cite mental health as motivation
- 84% of Millennials interested in **solo rounds**
- 76% of Gen Z interested in solo rounds
- 29% of Gen Z **always or primarily** play solo
- Self-care was #1 reason for Gen Z, #3 for Millennials
## Competitive Brands (Streetwear × Golf)
- **Malbon Golf** (2017, LA) — streetwear meets golf, collabs with Polo RL, New Balance, HUF. Premium pricing.
- **Eastside Golf** (2020) — Black-owned, Morehouse College alumni, culture-forward. Jordan Brand collab.
- **Bogey Boys** (2021) — Macklemore's brand. Bold prints, celebrity-driven.
- **Metalwood Studio** (2020) — Graphic-heavy retro streetwear aesthetic
- **Students Golf** (2021) — Youth-focused minimalism
- All featured in Hypebeast, Complex, GQ
- None have scaled to mainstream DTC — most use limited-drop streetwear model
## Cultural Tailwinds
- Golf now covered by Hypebeast, GQ, Complex as fashion
- Celebrity golfers: Travis Kelce, Steph Curry, Post Malone, Justin Timberlake
- Athleisure crossover: golf joggers/polos worn as casual everyday wear
- Topgolf venues making golf accessible to non-traditional players
## Patrick Bet-David / Valuetainment Context
- Serial entrepreneur, WSJ bestselling author
- Valuetainment: #1 YouTube channel for entrepreneurship
- PBD Podcast: #1 business podcast on Spotify
- Known for: people investment, reinvesting in business, content creation
- 12 Business Building Blocks framework
- Bet-David Consulting arm for business growth

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# That2ndGuy — Investor Pitch Deck
### Golf Lifestyle Apparel for the Next Generation
**Prepared for Valuetainment / Patrick Bet-David**
---
## Slide 1: Title
**That2ndGuy**
*Golf Lifestyle Apparel — Where the Course Meets Culture*
- Domain: that2ndguy.com
- Tagline suggestion: "Play Different. Look Better."
---
## Slide 2: The Problem
### Golf's Image Problem Is a $5B Opportunity
- Golf has long been seen as **exclusive, expensive, and old-fashioned** — a sport for country club elders in pleated khakis
- The traditional golf apparel market is dominated by **legacy brands** (Nike, Adidas, Callaway, Greg Norman) that design for a 55+ demographic
- **47.2 million Americans** now play golf (2024, National Golf Foundation) — the most ever recorded
- But the **fastest-growing segment** (1834-year-olds) can't find apparel that reflects who they are
- Young golfers want to look like themselves on the course, not like their dads
> "The culture of golf is changing faster than the brands." — Lightspeed Golf Report 2025
---
## Slide 3: The Market Opportunity
### A $4.8B Market Growing at 6%+ CAGR
| Metric | Value | Source |
|--------|-------|--------|
| Golf Apparel Market (2025) | **$4.77$4.83 Billion** | Maximize Market Research / Global Growth Insights |
| Projected Market (2032) | **$7.3$12.3 Billion** | Multiple analyst reports |
| CAGR (20252032) | **5.56.3%** | Industry consensus |
| Golf Equipment Market (2025) | **$9.2$17.2 Billion** | Mordor Intelligence / Persistence MR |
| US Golf Participants (2024) | **47.2 Million** | National Golf Foundation |
| 1834 On-Course Players | **6.3 Million** (largest age group) | NGF / Intermountain Golf |
**Key insight:** The total addressable market for golf apparel is nearly **$5B** and growing. The lifestyle/streetwear segment within that is the **fastest-growing sub-category**, driven entirely by younger demographics.
---
## Slide 4: The Demographic Shift
### Golf's New Player Base Is Young, Diverse, and Style-Conscious
**Participation growth:**
- 1834 age group has grown for **6 consecutive years** (20192024)
- Now the **largest demographic** of on-course golfers at 6.3M
- 5.4M people aged 1834 participate in **off-course golf** (simulators, Topgolf, etc.)
**What motivates them:**
- **51% of Gen Z** play golf for **mental health and self-care** (Lightspeed 2025)
- **84% of Millennials** are interested in **solo rounds**
- They view golf as a lifestyle, not just a sport
- They spend on **experiences + identity** — apparel is part of their personal brand
**The gap:** Legacy brands serve performance. Nobody is owning the **culture + style** space at scale.
---
## Slide 5: Competitive Landscape
### The Market Is Validating the Thesis — But No One Has Won Yet
| Brand | Founded | Positioning | Weakness |
|-------|---------|-------------|----------|
| **Malbon Golf** | 2017 | Streetwear meets golf, LA lifestyle | Premium pricing ($80+ polos), limited drops |
| **Eastside Golf** | 2020 | Black-owned, culture-forward, HBCU roots | Niche audience, limited product range |
| **Bogey Boys** | 2021 | Macklemore's brand, bold prints | Celebrity-dependent, inconsistent drops |
| **Metalwood Studio** | 2020 | Graphic-heavy, retro streetwear aesthetic | Small, niche, more streetwear than golf |
| **Students Golf** | 2021 | Youth-focused, clean minimalism | Very small, limited distribution |
**What they prove:** The market exists and is hungry. GQ, Hypebeast, and Complex all cover golf fashion now.
**What That2ndGuy can exploit:**
- None of these brands have **scaled to mainstream DTC**
- Most rely on **limited drops** (streetwear model) — not sustainable apparel retail
- No brand has bridged the gap between **accessible price point + lifestyle credibility + consistent supply**
- Room for a brand that is **always available, always fresh, and priced for the everyday golfer**
---
## Slide 6: The Solution — That2ndGuy
### Golf Apparel That Doesn't Take Itself Too Seriously
**Brand DNA:**
- 🏌️ **On-course performance** — moisture-wicking, stretch fabrics, course-appropriate
- 🔥 **Off-course style** — designs you'd wear to brunch, the bar, or the office
- 💰 **Accessible pricing** — $3565 polos, $4575 bottoms (vs. $80+ at Malbon)
- 🎯 **Target demo** — 2240, style-conscious, golfs recreationally (28x/month)
**Product Line (Phase 1):**
- Performance polos (classic + bold prints)
- Golf joggers / slim pants
- Quarter-zips and pullovers
- Headwear (snapbacks, bucket hats)
- Accessories (gloves, towels, ball markers)
**Brand Voice:** Confident, fun, irreverent. You're the second guy in the group — not the scratch golfer, but the one everyone wants to play with.
---
## Slide 7: Why "That2ndGuy"?
### Brand Positioning That Resonates
Every foursome has one:
- The guy who's **not the best golfer** but has the **best time**
- Shows up looking **clean**, brings the **energy**, tells the best stories
- Doesn't need a single-digit handicap to own the course
- **Relatable > aspirational** — this is the golfer most people actually are
This positioning **immediately differentiates** from:
- Nike/Adidas (performance-first, pro athlete aspiration)
- Malbon/Eastside (streetwear credibility, limited access)
- Legacy brands (country club traditionalism)
**That2ndGuy is for the 90% of golfers** who play for fun, not for score.
---
## Slide 8: Go-to-Market Strategy
### DTC-First, Community-Driven
**Phase 1 — Launch (Months 16):**
- DTC Shopify store at that2ndguy.com
- Launch collection: 1520 SKUs across 4 categories
- Pre-launch email list + social community
- Influencer seeding: golf content creators, lifestyle accounts
- Launch event: Pop-up at a public course or Topgolf venue
**Phase 2 — Growth (Months 618):**
- Content engine: course vlogs, "That2ndGuy" series, behind-the-scenes
- Community: "Second Guy Saturdays" — branded tee time events
- Wholesale: select pro shops, golf retail (PGA Tour Superstore, etc.)
- Collaborations: limited drops with complementary brands
**Phase 3 — Scale (18+ months):**
- Amazon storefront
- International expansion (UK, Canada, Australia — strong golf markets)
- Women's line extension
- Corporate/event custom apparel
---
## Slide 9: Revenue Projections
### Conservative Growth Model
| Year | Revenue | Key Drivers |
|------|---------|-------------|
| Year 1 | **$250K$500K** | DTC launch, 1520 SKUs, influencer push |
| Year 2 | **$1M$2M** | Repeat customers, wholesale partnerships, expanded line |
| Year 3 | **$3M$5M** | Multi-channel (DTC + retail + Amazon), women's line, events |
| Year 5 | **$8M$15M** | Category leader in lifestyle golf, international |
**Unit Economics (Target):**
- Average order value: $85$120
- Gross margin: 6065% (DTC), 4045% (wholesale)
- Customer acquisition cost: $25$35 (social/influencer-driven)
- LTV:CAC ratio: 3:1+ by Year 2
**Comparable exits:**
- Malbon Golf reportedly valued at **$50M+** (private, limited info)
- Vuori (athleisure) reached **$4B valuation** in 2022
- Golf lifestyle is a category waiting for its Vuori moment
---
## Slide 10: Why Now?
### Five Tailwinds Converging
1. **Record participation** — 47.2M golfers, 6th consecutive year of growth in 1834 demo
2. **Cultural shift** — Golf is now cool. Travis Kelce, Steph Curry, Post Malone all play publicly
3. **Athleisure crossover** — Golf apparel is becoming everyday wear (joggers, polos as casual wear)
4. **Media validation** — Hypebeast, GQ, Complex all covering golf fashion regularly
5. **DTC infrastructure** — Shopify, social commerce, and influencer marketing make launch cheaper than ever
The window is open. Legacy brands are slow to adapt. Streetwear golf brands haven't scaled. **The category leader hasn't been crowned yet.**
---
## Slide 11: The Ask
### What We Need to Win
**Seeking: $250,000 seed investment**
| Use of Funds | Allocation |
|-------------|-----------|
| Inventory (first production run) | 40% ($100K) |
| Brand & website development | 15% ($37.5K) |
| Marketing & influencer launch | 25% ($62.5K) |
| Operations & fulfillment setup | 10% ($25K) |
| Working capital | 10% ($25K) |
**What investors get:**
- Equity stake (terms negotiable)
- Entry into a **$5B+ growing market** at the ground floor
- A brand positioned to capture the **largest and fastest-growing golf demographic**
- Team with vision and execution ability
---
## Slide 12: Why Valuetainment?
### Strategic Partnership, Not Just Capital
Patrick Bet-David and Valuetainment bring:
- **Massive audience reach** — millions of entrepreneurs and business-minded consumers
- **Brand credibility** — PBD's personal brand aligns with ambition, hustle, and lifestyle
- **Content amplification** — built-in distribution through Valuetainment channels
- **Business mentorship** — proven track record of scaling ventures
- **Network effects** — introductions to retail, manufacturing, and other portfolio brands
This isn't just an investment — it's a **launch pad**.
---
## Slide 13: Summary
### That2ndGuy at a Glance
- 🎯 **Market:** $4.8B golf apparel, growing 6%+ annually
- 👥 **Target:** 2240 year old recreational golfers (6.3M+ and growing)
- 🏷️ **Position:** Accessible lifestyle golf apparel — performance meets personality
- 💰 **Ask:** $250K seed to launch DTC and capture market share
- 📈 **Goal:** $35M revenue by Year 3, category leadership
- 🔥 **Why now:** Record participation + cultural shift + no dominant lifestyle brand = once-in-a-cycle opportunity
**Golf's next generation needs a brand. That2ndGuy is it.**
---
## Appendix: Research Sources
1. National Golf Foundation — 2025 Golf Participation Report (47.2M participants, 2024 data)
2. Lightspeed Commerce — 2025 Golf Industry Trends (700+ golfer survey, Gen Z/Millennial insights)
3. Maximize Market Research — Golf Apparel Market Report ($4.77B in 2025, 6.2% CAGR to 2032)
4. Global Growth Insights — Golf Apparel Market ($4.83B in 2025, $7.4B by 2033)
5. Persistence Market Research — Golf Apparel Market ($12.3B by 2032, 5.5% CAGR)
6. Mordor Intelligence — Golf Equipment Market ($9.24B in 2025)
7. Hypebeast — "Golf Excites New Generation with Streetwear-Minded Fashion Brands" (2023)
8. Complex — "Golf Brands for Streetwear Fans" (2024)
9. GQ — "Best Golf Clothing Brands Changing the Game" (2025)
10. Intermountain Golf — Young Golfers Revolution (6.3M on-course players aged 1834)
---
*Prepared by Hammer — January 29, 2026*