everyone treats US igaming like it's one market; it's not
it is ~$80B spread across 50 different regulatory experiments - each with its own offshore to domestic split, its own brand leaders and own story
we measured all of it. what we found
/thread
for years iGaming has lived in two parallel data worlds, open-web intelligence sees brand demand and affiliate flow, onchain intel sees wallet-level deposits across chains and casinos
same industry, different toolchains, different audiences
@smokeylisa and the Tanzanite team built the truth layer for crypto-native, while @menacedima and I build @blask_research for the rest. been wanting to stich these worlds together since we first met
both layers in one view. shipping soon.
Tanzanite x Blask
After meeting @menacedima last year and learning more about @blask_research, it’s clear that there are different approaches to solving the same problem.
Tanzanite uses onchain data to create insights, while Blask uses data found across the web. Combining elements of both products will create an even clearer picture of the iGaming industry.
More to be revealed soon... 👀
@inga1937 the rent-seeking argument lands harder from the demand side. every sharp who gets gubbed routes to an exchange or offshore. betfair was built as a home for the customers the softbooks don't want.
slots ggy per session: £4.01 to £3.82. more spins overall, less yield per session
blask full-market (inc. offshore) jan-mar: +11% ceb; ukgc covers licensed only
they retired this series before the 40% rgd data arrives. first read with the cliff in it: december.
Online gross gambling yield in Great Britain increased by 7% year-on-year during the three-month period to the end of March.
#GamblingCommission#GGY#MarketInsights
https://t.co/F0R2ICEljo
uk black market: 5B GBP (2019) -> 16.6B (2025) -> 33B projected by 2028 per H2
channelization 97% -> 92% over those same 6 years
the 8% outside UKGC's readh = 1.47B GBP/yr; that number grows regardless of what the board decides
37 months from white paper to still-no-decision.
blask data: offshore = 4.6% of uk demand but 11.1% of spend - 2.6x spend per session vs licensed
the 2.6x segment FRAs want to screen is already offshore; offshore APS gre 3x faster than licensed in H2 2025
The Gambling Commission said it has not yet reached a decision on whether to implement so-called “affordability checks” on a wider scale.
#affordabilitychecks#GamblingCommission
https://t.co/wA9AnDXIjp
Today, we share a breakthrough on the planar unit distance problem, a famous open question first posed by Paul Erdős in 1946.
For nearly 80 years, mathematicians believed the best possible solutions looked roughly like square grids.
An OpenAI model has now disproved that belief, discovering an entirely new family of constructions that performs better.
This marks the first time AI has autonomously solved a prominent open problem central to a field of mathematics.
@badlogicgames@nicopreme > the extension needs to be fixed
cool, i have 3 extensions from different developers with same flickering issue, should i open 3 separate bug reports lol?
@badlogicgames "nothing pi can do about it"
pi's own agent then fixed it in tui.js - rendered past terminal boundary on every extension frame; clamped to viewport height, gone
it WAS a pi problem
@badlogicgames@nicopreme fix works locally. also: which components above the viewport are supposed to change in pi? completed tool calls? those are done. the only thing changing up there was the spinner
@badlogicgames the previousLines issue is real and i'll fix it, scan still needs to start at prevViewportTop - that part's correct and holds regardless of who wrote it
KSA's read that this is domestic checks out - H2GC: EU regulated online +11% 2024-2025; NL -18%
the oct 2024 change wasn't one rule but a stack: 350EUR deposit cap, affordability check above the threshols, 5s slot spin, ongerichte reclame ad ban
2026's question: how much of that licensed-share loss returns to legal channels vs solidifies offshore?
KSA put the harder number on the front page of spring report: 91% of dutch players bet exclusively legal but only 53% of the money does
retaining accounts while losing wallet share is the more difficult regulatory problem. onf of the few EU monitors willing to publish that gap
The Dutch Gaming Authority's (KSA) spring report has compounded long-term trends of GGR decline within licensed industry.
#blackmarket#Kansspelautoriteit#Netherlands
https://t.co/C1gPwss1bB
blask demand data inside the licensed NL market: lic total roughly flat H2 vs H1, individual brand shares moving fast
711 +50% YoY, fair play +74%, bet365 +39%
hard rock NL roughly doubled in its first full year on a dutch license
toto and unibet down double digits - both with operator specific drag (state-lottery brand, kindred/FDJ integration)
the share within the regulated market is moving faster than the regulated market itself