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Decided to make another post as the "leaker" allegedly had another AMA on 4chan (taken down again) where he clarified a few things that were misinterpreted and also decided to reveal more things about the game. I decided to clarify a few things about my last post as well as some people seem confused about a few details that I mentioned.
Credits to u/Elena_xoxo for bringing the second AMA to light in a post in the GTA6 subreddit and also u/roughpreference991 for the screenshots of the AMA. The archived version of the first AMA can be found here. Again, take it with a huge grain of salt because of it being a 4chan leak and no way to know if both the AMAs are done by the same person.
This time around the leaker comes with a bolder claim about the credibility that they have been working at R* since 2004 and is primarily a developer. The leaker claims that they know the staff in every area of the dev team. The leaker mentions multiple times to capture the thread and 99% of it will be confirmed "sooner than you think"(Of course, this does not prove shit but could be interesting in retrospect).
Now to jump into the details of the second AMA:

Same engine as RDR2 and GTAV but definitely improved upon. Ray tracing is in use but limited to reflections and shadows. Leaker mentions not to expect ray-traced light until the PC release.
They also mention that what they said about the map size of the game in the previous AMA was misunderstood. What they meant was that the fastest transportation in RDR2 takes roughly 15-20 minutes to travel the longest possible route whereas GTA VI is around 13-15 minutes. They mention that the map is bigger than RDR2's in landmass. (The inconsistency of their details of the map from the previous thread is a big red flag imo)
Complete freedom regarding exploration, you aren't forced to play through the main story and can go exploring anytime you want.
They also mention that one of the confirmed songs is "Always on my Mind" by the Pet Shop Boys. (Mentioned in the previous AMA as well but they mention the song name this time.)
Large number of building enterable and they all have textures unique to them but not every building is enterable as it is just too hard to implement.
Better physics than GTAV as RDR2 was taken as the base for it and then built upon for the modern world. Driving feels less arcadey than GTAV but not as weighted as GTA IV's.
The gap between consoles and PC release estimated to be 12 months by the leaker.
The leaker again refuses to leak the MC's name but does mention that he has a mother and a sister. The MC calls the sister Frankie and also the father is dead. (Maybe you play as the father in the 1970s part of the game as I mentioned in the last post who dies when the MC is a kid and then maybe you play as the MC in the modern-day counterpart).
The game has "deceptive" amount of content already according to the leaker.
There's a famous 80s singer hosting one of the radio stations.
Monetization at the launch of Online will be a lot lighter than GTA Vs due to the company being concerned about bad press.
More hair and facial types that can be mixed and matched and also supposed to be period-specific for the online counterpart. Also, there will be a choice of body type but nothing specific like Fat, average, fit, muscular, etc,
There will be a morality meter for the first time similar but not identical to RDR2's system. This will affect certain missions and outcomes.
2 limited maps within the game. Liberty City (pretty much on rails) and a "Cuban" island.
Supposed to be a satirical representation of America in the 1980s.
There's one side mission that's pretty much just one giant easter egg for the Goonies. It is not given to the player by an NPC but started by finding a map (Like one eyed willies).
There is one interesting detail, the leaker first states that the protagonist is older than Tommy Vercetti but then, later on, admits that he made a mistake and that the protagonist is actually 2 years younger than Tommy. (This is the most interesting detail as it can actually be an honest mistake on their part or it could be a clever and subtle way to fake their credibility by acting as if it was an honest mistake.)
The North Point Mall looks really good now and it's way bigger.
There's a scarface style montage that holds a lot of meme potential. (This was an answer to someone asking the leaker if there are any memeable moments)
Main forms of transport stated to be cars, motorcycles, boats, helicopters, and seabirds.
Controls are just a refined version of what you've seen in previous titles. Gunplay is essentially a modified version of RDR2 mechanics. No parkour-style traversal mechanics in the game.
Full body nudity in strip clubs and even during some cutscenes. Also, if you build up a good enough affinity with certain women, you can "make love".
Fidelity and Performance mode similar to something like Miles Morales.
You can work out but transformation won't be as dramatic as GTA SA. You have to also make sure that you're eating or you won't grow. Some more side activities mentioned by the leaker are gambling, dancing, and roller derby which they also previously mentioned in the last AMA.
NPCs are like RDR2 but in a GTA setting. The police don't just shoot you to death for small crimes anymore. If you get the option to bribe the officers for petty crimes.
Using fists have better development than the previous GTA. You can grab people and punch them in a clinch. There are unique animations for stealthy kills.
One example of better car detailing that the leaker gives is of Ferrari Enzo (not called that) and it looks as if it could be in a GT7.
The leaker states that there are a lot of 80s references in GTA Online recently. Also, the song choice for casino update was 80s related.
When someone asked if there is a protagonist replacement point like in RDR2, the leaker declined to say as it might spoil some of the story. The prologue and 1st chapter are set in the 1970s all the way till 1987.

Again I can't stress enough to take all of this with a huge grain of salt as a lot of details could easily be educated guesses, there is no way to even know if both the AMAs were done by the same person and the credibility itself but had to compile it for my Reddit peeps.
I also wanted to clarify a few things from my last post as well:

I did mention that the first 2 chapters are set in the late 1970s, to be more specific the prologue and 1st chapter are set in that time period, and it goes from the late 1970s till 1987.
The Ricardo codename mentioned for the protagonist in the last game was indeed based on the Ricardo Milos meme. (The leaker stated that the protagonist has "sun-kissed" tan so maybe that's why the codename.)
RDR1 is technically being "remastered" as the map was already made in the newer engine so it's not a remake. The leaker also did state in the last AMA that it looks like a next-gen game.
A lot of people mentioned that Ken Rosenberg and Tommy Vercetti cannot exist in the HD universe as R* has stated that the HD universe is different than the previous games. While I don't deny that but at the end of the day, it's R*'s intellectual property so it wouldn't be surprising if they did it. The other possibility could be an alternate version of the same characters that exist in the HD universe.

those who want a “small but detailed map” are the same ones who were just at the airport in Gta 4 online, wasting the rest of the map

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Part 2 of the 4chan GTAVI AMA with new details

Decided to make another post as the "leaker" allegedly had another AMA on 4chan (taken down again) where he clarified a few things that were misinterpreted and also decided to reveal more things about the game. I decided to clarify a few things about my last post as well as some people seem confused about a few details that I mentioned.
Credits to u/Elena_xoxo for bringing the second AMA to light in a post in this subreddit and also u/roughpreference991 for the screenshots of the AMA. The archived version of the first AMA can be found here. Again, take it with a huge grain of salt because of it being a 4chan leak and no way to know if both the AMAs are done by the same person.
This time around the leaker comes with a bolder claim about the credibility that they have been working at R* since 2004 and is primarily a developer. The leaker claims that they know the staff in every area of the dev team. The leaker mentions multiple times to capture the thread and 99% of it will be confirmed "sooner than you think"(Of course, this does not prove shit but could be interesting in retrospect).
Now to jump into the details of the second AMA:

Same engine as RDR2 and GTAV but definitely improved upon. Ray tracing is in use but limited to reflections and shadows. Leaker mentions not to expect ray-traced light until the PC release.
They also mention that what they said about the map size of the game in the previous AMA was misunderstood. What they meant was that the fastest transportation in RDR2 takes roughly 15-20 minutes to travel the longest possible route whereas GTA VI is around 13-15 minutes. They mention that the map is bigger than RDR2's in landmass. (The inconsistency of their details of the map from the previous thread is a big red flag imo)
Complete freedom regarding exploration, you aren't forced to play through the main story and can go exploring anytime you want.
They also mention that one of the confirmed songs is "Always on my Mind" by the Pet Shop Boys. (Mentioned in the previous AMA as well but they mention the song name this time.)
Large number of building enterable and they all have textures unique to them but not every building is enterable as it is just too hard to implement.
Better physics than GTAV as RDR2 was taken as the base for it and then built upon for the modern world. Driving feels less arcadey than GTAV but not as weighted as GTA IV's.
The gap between consoles and PC release estimated to be 12 months by the leaker.
The leaker again refuses to leak the MC's name but does mention that he has a mother and a sister. The MC calls the sister Frankie and also the father is dead. (Maybe you play as the father in the 1970s part of the game as I mentioned in the last post who dies when the MC is a kid and then maybe you play as the MC in the modern-day counterpart).
The game has "deceptive" amount of content already according to the leaker.
There's a famous 80s singer hosting one of the radio stations.
Monetization at the launch of Online will be a lot lighter than GTA Vs due to the company being concerned about bad press.
More hair and facial types that can be mixed and matched and also supposed to be period-specific for the online counterpart. Also, there will be a choice of body type but nothing specific like Fat, average, fit, muscular, etc,
There will be a morality meter for the first time similar but not identical to RDR2's system. This will affect certain missions and outcomes.
2 limited maps within the game. Liberty City (pretty much on rails) and a "Cuban" island.
Supposed to be a satirical representation of America in the 1980s.
There's one side mission that's pretty much just one giant easter egg for the Goonies. It is not given to the player by an NPC but started by finding a map (Like one eyed willies).
There is one interesting detail, the leaker first states that the protagonist is older than Tommy Vercetti but then, later on, admits that he made a mistake and that the protagonist is actually 2 years younger than Tommy. (This is the most interesting detail as it can actually be an honest mistake on their part or it could be a clever and subtle way to fake their credibility by acting as if it was an honest mistake.)
The North Point Mall looks really good now and it's way bigger.
There's a scarface style montage that holds a lot of meme potential. (This was an answer to someone asking the leaker if there are any memeable moments)
Main forms of transport stated to be cars, motorcycles, boats, helicopters, and seabirds.
Controls are just a refined version of what you've seen in previous titles. Gunplay is essentially a modified version of RDR2 mechanics. No parkour-style traversal mechanics in the game.
Full body nudity in strip clubs and even during some cutscenes. Also, if you build up a good enough affinity with certain women, you can "make love".
Fidelity and Performance mode similar to something like Miles Morales.
You can work out but transformation won't be as dramatic as GTA SA. You have to also make sure that you're eating or you won't grow. Some more side activities mentioned by the leaker are gambling, dancing, and roller derby which they also previously mentioned in the last AMA.
NPCs are like RDR2 but in a GTA setting. The police don't just shoot you to death for small crimes anymore. If you get the option to bribe the officers for petty crimes.
Using fists have better development than the previous GTA. You can grab people and punch them in a clinch. There are unique animations for stealthy kills.
One example of better car detailing that the leaker gives is of Ferrari Enzo (not called that) and it looks as if it could be in a GT7.
The leaker states that there are a lot of 80s references in GTA Online recently. Also, the song choice for casino update was 80s related.
When someone asked if there is a protagonist replacement point like in RDR2, the leaker declined to say as it might spoil some of the story. The prologue and 1st chapter are set in the 1970s all the way till 1987.

I did mention that the first 2 chapters are set in the late 1970s, to be more specific the prologue and 1st chapter are set in that time period, and it goes from the late 1970s till 1987.
The Ricardo codename mentioned for the protagonist in the last game was indeed based on the Ricardo Milos meme. (The leaker stated that the protagonist has "sun-kissed" tan so maybe that's why the codename.)
RDR1 is technically being "remastered" as the map was already made in the newer engine so it's not a remake. The leaker also did state in the last AMA that it looks like a next-gen game.
A lot of people mentioned that Ken Rosenberg and Tommy Vercetti cannot exist in the HD universe as R* has stated that the HD universe is different than the previous games. While I don't deny that but at the end of the day, it's R*'s intellectual property so it wouldn't be surprising if they did it. The other possibility could be an alternate version of the same characters that exist in the HD universe.

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Shadowverse Rotation Meta Report. January 24th

Greetings everyone and welcome to another Rotation meta report for Shadowverse!
As always i'll be relying on a variety of sources to stitch together a decent picture of the Rotation Meta. Using Gamewith, Shadowverse-wins.com, tournament results along with my own experiences.
Forestcraft
Deep in the great woods of Forestcraft, in an ancient oaken hall that has stood there since before anyone can ever remember. We find all the leaders assembled trying to figure out what is up with Xeno Sagittarius. Doesn't help that no one can understand it's strange language, in the end the issue gets pawned off on Selwyn as everyone else suddenly has more important matters to attend to.
For Forestcraft Accelerate Forest continues to rule the forests followed by Loxis Forest which has overtaken Aggro Forest. Forestcraft continues to be a strong class with several strong decks and remains one of the dominant tournament classes atm.
Accelerate Forest
A whirlwind of activity, swift and ruthless as the wind! A flurry of arrows and blows strikes down any foe, allowing for a mighty warrior to finish the job
A midrange-combo deck. A strong deck with a higher skill requirement. This week has seen Accelerate forest pull up a bit and start to include Xeno Sagittarius, likely in response to an increase in Rally Haven and board heavy shadow decks, but in other matchups can also serve as card draw and cycle.
Loxis Forest
An outrider of the forests, patrolling its borders and keeping it's safe from all those who would seek to harm its denizens
A midrange-combo deck built around amulets. Loxis Forest has been steadily climbing in popularity, both on ladder and in tournaments as the deck continues to be refined and understood better. While skill intensive, in the right hands it can be potent.
Aggro Forest
The wrath of the forests made manifest, a horde of raging beasts and outcasts ready to strike down all before it!
An aggro deck built around a variety of strong threats and disruption. Seeing a slight drop off in the current meta as Loxis Forest and accelerate forests gains better understanding and refinement, while Aggro Forest just sits about. Still good and a far more straightforward deck than the other two.
Swordcraft
In the eternal Castle of Swordcraft. Past countless banners and standards, tapestries depicting glorious battle. We find Albert being gently taken aside by Seofon after asking Arthur why he's shrunk since last. Seofon requests that Albert avoids questions like that since apparently there's a million Arthur's about out there in the Multiverse. Keeps producing them, that and Jeanne d'Arcs.
For Swordcraft Evolve Sword continues to rest its flaccid buttocks on the throne, followed by Walfrid Sword, Rally Sword and Aggro Sword. Overall Sword remains in an awkward spot, since while it has a decent variety of decks, most are struggling in power level and consistency and generally good tempo plays.
Evolve Sword
Paragons of their art. These heroes stand ready to strike down those without honour!
A control deck built around Evolve Synergies. Evolve Sword continues to be a good deck but one struggling to close out matches at times and there continues to be a lot of experimentation with the deck, but so far, no great results .
Walfrid Sword
An army of men and women devoted to one man's cause. This fleet of the blue skies will follow him to the end of the multiverse
A midrange deck built around Walfrid. A decent deck that suffers from being very linear and a bit slow. Continues to see play here and there, but has consistency and tempo issues.
Rally Sword
A Legion on the march. It's numbers will result in victory, either by breakthrough or by sheer attrition!
A Tempo deck built around the Rally mechanic. A decent deck that continues to see fringe play. This version was recently posted on Twitter and personally i've used it to climb to Grandmaster. So it's fairly decent at least. That said, can struggle with consistency. But it's fun.
Aggro Sword
A wild band of outcasts and outlaws. Their mission to ruin the day of anyone who gets in their way
An aggro deck built around Vehicles. Continues to see fringe play, some versions may experiment with Naht's Henchman and Oluon continues to see some usage as well.
Runecraft
In the mystical Academies of Runecraft, where knowledge rules above all. We find Erasmus supervising the expansion of the Runecraft council chambers, since the recent massive influx of leaders has made it way too cramped. Caglisotro really wanted to do it, but after having seen her plans. All the other leaders left the job to Erasmus.
Runecraft sees Control Karyl rule from the ivory tower, followed by Spellboost Rune, Vincent rune and finally Earth Rite Rune. Rune's in a decent position, but does have it's issues in the current meta.
Control Karyl
Destruction and annihilation is all that follows in the wake of this Girl, as she has concluded that it is the only way for her to get some peace and quiet
A control combo deck built around Karyl. Continues to be the top Runecraft deck, but is a more skill intensive one. Additionally with Karyl rotating out at the end of March, it is tough to recommend.
Spellboost Rune
Magical Servants for every purpose ! As long as that purpose is destroying your foes
A midrange deck built around Spellboost Synergies. A solid yet slightly tricky deck that continues to see a good amount of play. Do keep in mind that Kuon will rotate out at the end of the expansion and we don't know what Kuon will be replaced with.
Vincent Rune
A man who forges the law on his own, and he enforces it as well, ruthlessly!
A tempo deck built around Vincent and Vehicle Amulets. A decent aggressive deck that continues to see play, though does lack some strong threats.
Earth Rite Rune
The peak of Alchemy ! Mighty golems and wonderous magicks that will sear the very flesh of your enemies bones!
A midrange deck built around Earth Rites. A decent deck existing on the fringe. Continues to see play with a small group. Keep in mind that both Karyl and Forbidden Darkmage will rotate out at the end of the expansion, making it slightly tough to recommend.
Dragoncraft
In the great caverns of Dragoncraft, where all manner of behemoths can be found sleeping, waiting for the right time to awaken and bring doom upon the world. We find Hiro on cleanup duty as punishment for his little power trip a few weeks ago. Turns out Forte is quite the slob and he ends up spending days cleaning up her room alone.
For Dragoncraft Face Dragon remains high in the skies, followed by OTK Dragon, Ramp Dragon and Discard Dragon. Dragoncraft remains in a strong position with a good variety of strong decks and no real threats to the class short of any nerfs.
Face Dragon
An incendiary storm unleashed upon its enemies. This deck is full of pyrotechnics and death!
A tempo deck built around a variety of strong threats and answers. Easily the strongest dragon deck and still fairly popular even as Haven has risen up to keep it in check. A part of its strength though is that it can highroll to a degree where it becomes difficult for other decks to stop it. Additionally Jerva has become a staple in the deck with most decks running a copy or two now for extra burn that also happens to work well with Bahamut.
OTk Dragon
A terror from the deepest seas, swallowing up the entire world in its abyssal maw!
A combo deck built around Disrestan. A strong deck though vulnerable to more aggressive and tempo based decks that can run it down. But great vs slower decks as they can find themselves crushed by its OTK.
Ramp Dragon
Soaring high in the skies, ever higher until it unleashes its payload of fire and doom upon those beneath it
A ramp deck built around Resplendent phoenix. Continuing to see some play, there's overall been no real changes to the deck this week either. Solid, but not as fast as Face Dragon or as consistent as OTK dragon.
Discard Dragon
Tossing all to the winds in the hopes of gaining everymore. For this deck, no sacrifice is to steep in the quest to destroy its foes!
A midrange deck built around Discard cards. A bit of a fringe deck at the moment as it isn't as fast as the other decks nor as splashy. So it is mostly played by a small dedicated group of players at this point.
Shadowcraft
In the great Catacomb of Shadowcraft. Where death rules eternal. We find the leaders assembled for a small concert headed by Niyon. A soothing affair deep in the sepulchral depths and Luna ends up gently falling asleep to it.
Shadowcraft Finds Gremory as always at the peak of the Pyramid, followed by Aggro Shadow, Reanimate Shadow with Evolve Shadow arriving to push out Vaseraga Shadow. That deck is still about, but is on a lower power level and so doesn't get a writeup this week. But it does mean Shadowcraft now has 5 decks. Overall Shadow is in a great spot, good variety and good strength.
Gremory Shadow
A vortex of death and souls, all centered around a little girl. Her wicked grin dispelling any notion of innoence
A midrange deck built around Gremory and Necromancy. A strong deck with multiple ways of winning the game, either by Necroimpulse or simply building a board the opponent can't clear. Combined with lots of card draw and a decent amount of healing. The deck is quite potent.
Aggro Shadow
A shambling horde of the dead, their mortal coils motivated only by anger and hatred of the living.
An aggro deck built around very potent threats and Necroimpulse. A strong deck and one of the best Aggro decks in the meta, but is weak to certain control decks and so finds itself surpassed by Gremory Shadow. There has been some experimentation as of late with Winged Zombie for extra burst damage.
Reanimate Shadow
Death is not the end with this deck. it is only the beginning of eternal service for its undying master
A midrange deck built around reanimate and burial rites. Less popular than Gremory but with more control tools built into it, so while slower, it can deal with certain threats better.
Evolve Shadow
Something stirs in these corpses, a new form of unlife! Whatever twisted shreds of their souls remains, formed into something new and terrifying
A midrange deck built around Evolve Synergies. Something that's been brewed on for quite some time but now seems to be catching on. A bit slower in some ways but much heavier on board and can set up for some big bursts of its own.
Bloodcraft
In the great decadent manor of Bloodcraft, where every manner of sin can be found. We find Medusa and Vania grumbling about the lack of remakes and vengeance support. Also Volteo keeps conning Medusa out of her allowance, although Mono is always quick to get it back for Medusa.
For Bloodcraft Wrath Blood continues to rule from its throne of Opulence followed by Volteo Blood and Control Blood. Overall the class is in a decent spot but largely carried by Wrath Blood and really could do with some help to form other archetypes.
Wrath Blood
Pain and Strength are the same thing in the mind of this deck. The greater the pain, the greater the glory!
A midrange deck built around the Wrath mechanic. Continues to be a good deck that does fairly well, even in tournaments. Beyond that, no real changes this week.
Volteo Blood
Everything can be found in Volteo's magnificent Casino, even victory. Just be careful not to get bamboozled
A highlander deck built around Volteo. A fringe deck that continues to have a dedicated following. Fairly skill intensive, it is not for everyone.
Control Blood
A terrible demon propels this deck forward, promising death and sweet destruction, if only its requirements are met
A control deck built around Xeno Diablo. A fringe deck that does continue to see play, but not one i'd generally recommend.
Havencraft
In the mighty summit Temple, where the light shines eternal! We find Eris in her personal quarters, going through her investment Portfolio and really being upset that she didn't invest in Skullfanes in time. She could have made a killing.. All for the greater good of course and not at all for her retirement fund.
Ruling from the holiest of holies we find Sanctuary haven followed by Rally Haven, Control Haven and finally Ward Haven. Amulet and Summit also exist, but out of the 6, those are the weaker ones and so won't get a writeup this week.
Sanctuary Haven
An ancient sanctuary, providing its boons to those who seek to sooth and bring comfort so they will not have to fight, doing so in their stead
A control deck built around the Sanctuary. A strong control deck that continues to see good play as it performs well against Face Dragon. But does struggle against more board heavy decks as it doesn't have a lot of AoE.
Rally Haven
A holy army seeking to bring down those who would stand against the righteousness of Havencraft! Their numbers and their faith are their weapons
A midrange deck built around Rally and Goddess of the West Wind. A strong deck that can overwhelm a lot of slower decks and decks tha don't generate enough tempo. Goddess of the West Wind, Set and Noah being the core of the deck.
Control Haven
The righteous Judgement of one god shines burning light down on the enemies of the Divine as everything else is banished away
A control deck built around Ra and a lot of removal. A less played deck and more skill intensive. But in the right hands can perform well, but does see less play than both Sanctuary and Rally as it does end up lacking a more offensive gameplan.
Ward Haven
A host of Shielded warriors, these holy knights will stop at nothing to protect the weak and innocent!
A midrange deck built around wards. A solid deck but one that does rely a bit on highrolling and in the current meta does have issues with the top decks. Also Wilbert will be rotating out at the end of the expansion.
Portalcraft
In the Vertex Colony, high in orbit over a long dead world. Many of its passages unexplored and abandonded for centuries. Yet strangely, dust never accumulates. Today we find that Lishenna decided to show off and so assembled everyone for a great dance contest to determine who is the best dancer (obviously thinking she'd win it easily).. Turns out her dance skills are nothing compared to Yuwans. Apparently working for Nerva gives you some real smooth moves.
For Portalcraft Rally Portal continues rule from beyond the outer stars, followed by Evolve Portal and Artifact Portal. Portal continues to struggle a bit, lacking stronger plays for the class in general. Though still has some diversity at least.
Rally Portal
A shambling horde of puppets, mastered by some unknown puppeteer. What sinister purpose do they work towards ?
A midrange deck built around Rally and Destruction. A decent deck that continues to perform alright in capable hands. There is some light experimentation with the deck, but so far nothing solid.
Evolve Portal
Wonderous warriors, their movements refined beyond belief, their skills beyond peer. What sort of bargains must they have made to attain them ?
A control combo deck built around Evolve synergies. A decent yet skill intensive deck that mostly exists on the fringes of the meta.
Artifact Portal
Mysterious machines and artifacts, their origin unknown, their method of propulsion.. alien. What secrets do they hide ?
A midrange deck built around Artifacts. A fringe deck at the moment, lacking more payoffs for its artifacts currently. The deck being more skill intensive as well finds itself played by a small dedicated cadre.
So there you have it. Meta continues to very slowly evolve, with decks responding and changing. And we even see a new one here and there. A bit impressive for sure and certainly one suspects there might be a few surprises to go.
That said with an update coming soon we could see a balance update as well. Dragon, Shadow and Forest would be the likely candidates for a nerf. But there's also a chance we may just see some buffs instead, as Cygames does seem to prefer doing that if it can get away with it. That said, nothing may also happen. As there is a fair amount of deck diversity going about at the moment and no deck is showing really dangerous patterns from what i can tell. So we'll have to see tomorrow what is posted if anything is. Since Cygames does seem to be getting more cagey about things like that as of late.
But until next week, have fun playing Shadowverse!

Michael Burry Compra Calls de LAS VEGAS SANDS y WINN RESORTS: Mi opinión sobre $LVS Y $BOLT --- PRIMER DD PERSONAL SERIO: Análisis extenso sobre la situación del sector CASINOS y CASINOS ONLINE

Voy a hacer este DD dividiendolo en 4 fases:
1) ¿Quien es Michael Burry? El doctor e inversionista Michael Burry es conocido por ser uno de los pocos que predijo la crisis del 2008, y se benefició de ella de manera bestial, yendo en contra de las hipotecas subprime (algo asi como una inversión en corto). Tal fue el logro que Christian Bale lo interpretó en la aclamada película The Big Short (La gran apuesta). Se describe así mismo como una persona con un leve trastorno de autismo. Yo personalmente, lo vi siempre como el típico yankee obsesionado con la perfección en cada una de sus inversiones. Esto lo podemos ver en su selección de acciones con grandes valores fundamentales (aunque no le crean el tipo también la pego al bet de WSB "Gamestop"), el gran acierto de derivados financieros como sus calls y puts, y su elevada confianza en tener poca diversificación en cartera
2) ¿Por que me gusta el sector del gambling? En primer lugar, debo admitirles que siempre fui un fanático de ver el nivel de locura que manejaban algunas personas al ir al casino. Y no hablo solamente del juego en si, sino del elevado nivel de gastos de estas personas en lujosas habitaciones, costosos tragos o incluso comidas. Otra de las cosas que me llamo mucho la atención, es la preparación del ambiente, a través de su música, sus olores, o incluso la vestimenta de los empleados del lugar. Debemos recordar que personalidades con gran olfato para los negocios estuvieron en este sector, como lo son Sheldon Adelson o incluso el ex presidente Donald J. Trump. Ademas hagamos mención , de que últimamente una gran cantidad de compañas del sector están incursionando en el gambling online, el cual ha demostrado ser extremadamente rentable. Sino veamos el caso de BET365 y las apuestas deportivas.
3) ¿Por que estas 2 compañas? Primero y principal: Porque todas las personas del grupo tienen la posibilidad de invertir a través de la bolsa local mediante al acción de $BOLT y el cedear de $LVS. Yo personalmente vengo viendo a estas dos compañas con gran hambre, y comencé a invertir en ambas en la caída de marzo, iniciando posiciones muy pequeñas que fueron creciendo a lo largo del tiempo.
4) Analisis de ambas compañas:
Las Vegas Sands: Esta es una de las compañas mas monopólicas del sector, principalmente en los mercados de Macao (recordemos que en China los casinos están prohibidos, por lo que las personas suelen ir a barcos en el área marítima de Hong Kong o directamente a Macao) y en Singapur. Tambien debemos recordar que sus casinos mas emblemáticos, los posee en Las Vegas como su nombre lo indica, pero que los últimos años, pasaron a ser una menos del 30% de los ingresos que produce la compaña. Personalmente Adelson nunca tuvo la iniciativa de comenzar a incursionar en el sector del gambling online, pero ahora que falleció hace poco, es probable que la nueva dirección tenga iniciativa viendo la gran competencia en el sector. Particularmente, si realizamos un análisis minucioso de sus finanzas podemos ver que la acción esta en un precio con gran descuento, si tenemos en cuenta que el EVITDA que genera a día de hoy la compaña es demasiado bajo por la situación del COVID-19. Para que se den una idea, cotiza a precios de 2005 en las ultimas ruedas. Debemos recordar que esta compaña, cuenta con una gran cartera de clientes VIP, que no reparan gastos para poder ver a personalidades del espectáculo, comer las mejores comidas, escuchar a sus DJs de moda favoritos, o jugar grandes sumas de dinero en sus casinos. Y por supuesto, el mercado asiático esta creciendo a tasas agigantadas. Lo negativo es que la compaña tiene unos ratios de endeudamiento bastante altos. Ademas corren varios rumores de que la compaña piensa enfocarse totalmente en el mercado asiático, y vender sus casinos en Las Vegas, cosa que para algunos puede ser negativa, pero para mi es una excelente decisión, ya que los ingresos que produce en ese lugar son mucho menores.
Boldt: Esta compaña la decidí incluir personalmente sobre todo porque es una de las empresas mas infravaloradas del MERVAL. Si vemos sus últimos estados contables, podemos ver unas perdidas billonarias, pero aun así, la compaña cuenta con una solvencia a corto plazo envidiable para afrontar sus deudas menores a 12 meses, superando por amplio margen sus activos corrientes a sus pasivos corrientes. Otra de las razones por las que pienso que sus fundamentales la acompañaran a largo plazo, es que hace muy poco tiempo, la compaña comenzó sus casinos online. Debemos de tener en cuenta que la situación económica en la Argentina es muy inestable, y que la economía no acompaña el crecimiento de este tipo de empresas. Ni hablar de la burocracia. Pero esto también lo podemos ver de manera positiva, ya que este sector goza de una posición oligopólica regulada que podría llegar a beneficiarle.
Esto es todo, es mi primer análisis en profundidad para esta comunidad. Gracias a todos los que llegaron hasta acá. La verdad que no quería entrar en tantos tecnicismos, y prefería analizar a las compañas de una manera fundamental "mas entendible" para todos los miembros del grupo. Si desean aportar o comentar sus opiniones siéntanse libres de hacerlo. Muchas gracias a todos! Vamos por mucho mas 🚀 🚀 🚀

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