体育博彩平台正悄然押注预测市场新赛道。据分析师Jed Kelly披露，DraftKings Inc.（DKNG）与Flutter Entertainment PLC（FLUT）正积极筹备在美国部分体育博彩非法或高税率州推出预测市场服务。当前两家平台虽聚焦体育合约业务，但Kelly预测其未来可能将地缘政治事件合约纳入交易范畴。
Kelly指出，直接收购预测市场运营商将比第三方合作更高效——此举既能加速商品期货交易委员会的牌照审批进程，又可整合赔率制定与风险管理技术优势；同时为产品迭代提供战略跳板。通过垂直整合模式，博彩巨头有望在监管空白区域构筑新型衍生品生态。
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