With all the states lining up, and pretty much all of them are going to have a mobile platform.
So, for the rec bettor- the square, the guy who every book wants, how can the offshore books attract those kinds of guys when it will be so easy to make a bet stateside.
No buying bitcoin, no setting up bitcoin wallets, no getting nervous if by some dumb luck his balance starts to creep up.
The offshore books are left with trying to hold on to their current customers, forget growing. I'd expect very shortly the big offshore ops will survive out of habit, but the smaller books are done.