By what I heard, it's one of the payment processors threatening itch.io because of adult games, and itch.io folding just months after they declared publicly they will support them.
Now there's no payments, so payment processors can't meddle into what isn't a business anymore. But also that's not what I would call support NSFW games.
Subscribestar have a minimum payout. And most of the devs there are indie like me. And I prefer they take half the money I earn than not allowing me to get any money through the platform. Besides, Steam, the biggest game platform out there, only takes 30% if you sell under 500k games, and that percentage goes down if you sell more. That's less than 50%.
Since Patreon is the "best" platform to monetize the game right now, most devs (me included) comply to their ToS to avoid getting banned.
If itch allowed something like Patreon with the restrictions of Subscribestar and allowed NSFW devs to monetize their games, I think they could take a big chunk of Patreon's customers, especially for games that update in long cycles. Some players could think "Why pay $5 monthly for 6 months without an update if I can get the game for $5 when it goes out on itch?". Yes, I know I'm talking about my interests, but I already have customers like that. They re-pledge to My Dorm's Patreon when there's an update and cancel after downloading it. That kind of customers should be itch target.