I go to bed having embraced the theory as well, but it just seems off to me. We'll see tomorrow, but now that I locked Barles and have more intel on Sitaux' houses, I think things tie more into this direction. I'll trust drafts, like HC4, as someone was clearly off round 1 anyway.
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We agree on everything except Vinch-TaToH. To me, Gregory's draft is more TaToH, one of the strongest reasons to embrace the theory that TaToH lost round 1 is that Gregory has 3 picks in common with DauT.
Which is why there were Jordan or Viper calls at some point.
I had deep reasoning as to why Sigmund's draft still could match Daut's draft. But the direct one makes more sense. So I think for now I have the same as you. But maybe I switch back after tomorrow's series