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One interesting nugget surrounds weekend figures at Kalshi, where volume on Sunday only surpassed prior daily activity by $34 million, BofA data shows. Typically, Sunday volume for the quarter dwarfs that of College Football Saturdays due to the voracious demand for NFL offerings. BofA analyst Shaun Kelley attributes the irregularity to the possibility that Kalshi is “over indexing” on college sports.
Kelley also cited improvements at Robinhood as a possible factor for the regression at Kalshi. Just before the NFL season, Robinhood took a minority stake in Crypto.com and struck a deal to begin routing NFL contracts to OG.com, the site’s regulated prediction market platform.
A 40% weekly increase at Crypto.com combined with the attrition at Kalshi may reflect the enormity of the Robinhood deal, according to Kelley.
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“Our investment is going into regulated markets, and yes over time we will likely consider pulling out of certain markets. I think Playtech has done a very good job, [regulated revenues] are more than 85%.”
Meanwhile its B2C revenue, which took a significant hit last year as it offloaded the majority of its B2C operations, including Snaitech and Happy Bet, declined 22% to €32 million.
This segment is predominantly made up of Sun Bingo in the UK, a white label brand which Playtech said it was reviewing in March, due to the impact of the UK Remote Gaming Duty hike earlier this year.
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The studio has also carried its side-bet layer into the sequel. The slot also introduces a Side Hustles system, which functions as an optional stake increase tied to specific outcomes. Taken together, the expanded upgrades, buy options, and side bets suggest Nolimit City is refining a repeatable framework across sequels rather than reinventing its approach each release.
For players familiar with the first Duck Hunters, the takeaway is continuity with a raised ceiling. For those tracking Nolimit City’s portfolio, the sequel is evidence of a studio comfortable returning to proven mechanical families and layering additional monetization and volatility on top. That pattern fits the broader direction of a slots market increasingly built around recognizable, iterated math models rather than one-off novelties.
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