I want to preface that the contents of this post is for informational purposes. I do not condone or approve of any harassments or witch-hunting or the attacking of anybody.
 
Richard Lewis recently did a stream talking about the terrible state of CS esports and I thought it was an important stream anyone who cares about the CS community should listen to.
Vod Link here: https://www.twitch.tv/videos/830415547
I realize it is 3 hours long so I took it upon myself to create a list of interesting points from the stream so you don't have to listen to the whole thing, although I still encourage you to do so if you can.
I know this post is still long but probably easier to digest, especially in parts.
Here is a link to my raw notes if you for some reason want to read through this which includes some omitted stuff. It's in chronological order of things said in the stream and has some time stamps. https://pastebin.com/6QWTLr8T

Intro

• "The last month has convinced me, that we are going to be heading into a dark place for Counter-Strike esports in 2021."
  • "I think I've seen the scene essentially kill itself."
• "For the past 5 to 6 years, we've basically been in a holding pattern of people coming into our game wanting to run it, wanting to run all of the esports and wanting to profiteer and its been sort of a concerted effort to drive them off and push them away."
  • "We're spread way too thin."
• "If Riot don't get involved and stop the scumbags that have moved over to Valorant from getting their feet under the table, Valorant is going to have real problems."
• RL thinks too much has happened all at once for us to do anything except watch it play out, like:
  • Recent CSPPA strike against BLAST
  • ESIC failures and them not being supported enough
  • Teams cheating i.e. coaches/bugs
  • Widespread match fixing
  • The Pandemic
    • "People who try to hold bubble events are so incompetent and fuck up and people get the 'rona and its their fault."
    • "People who say Flashpoint is a bubble is full of shit and is a lie and people are now suffering for that lie."
      • "To save money they let people go home and break the bubble for a week."
      • "Not just Flashpoint peoples decision, they have a partner that handles the production." (hinting FACEIT)
      • "People are trapped in hotels essentially under house arrest because of COVID restrictions and has fucked peoples lives up."
• "It's all too much, all of this incompetence, all of this greed, maybe we ride it out."
  • RL says he has talked to the Riot devs (the ones working on Valorant) and says, "They are so cognizant of all the fuck ups and all the problems we have in Counter-Strike."
    • He continues to say that this is factored into their business plan and that we never had a competitor, but just so happens to have one coincide, when we are at our worst.

CSPPA - Counter-Strike Professional Players' Association

"Who does this union really fucking serve?"

• RL believes that the CSPPA is a mockery.
  
  • He points out the hypocrisy that they wouldn't strike for the pros who were kicked out of ESL Pro League, or for Jamppi or dream3r.
    • He also says ESL paid CSPPA and are racketeering and many other TOs have to pay them to get their "seal of approval"
      • He says they would strong-arm TOs saying "well if you don't give us the money, these guys are so we'll just have to commit to playing their event."
    • Also points out that they will strike against a competitor they are not in agreement with (Flashpoint)
    • RL: "It's what it says about every other time you haven't done it and it's about every time you don't do it now moving forward." "The issues they've chosen to ignore this year alone are embarrassing."
    • Then he points out that there was no strike for Valve qualifiers even if we have no major but Jamppi and dream3r can't play in them.
      • "and Valve have said 'Oh yeah we know actually their stories are accurate, Jamppi didn't cheat, now in a legally binding document. Yep dream3r did have his account hacked in a LAN café', but they still can't play. Where is the fucking solidarity? Gone. Doesn't exist. It's not important [because] it doesn't affect you." "That's what the union does right now, it looks after all the tier 1 people."
• He says the CSPPA doesn't represent all players all the time and has driven a divide where you have the haves and have-nots
  
  • "We have a tier of players that operate with impunity and do not help their tier 2 or tier 3 players out at all." "If you are not a tier 1 player you do not matter, they don't event ask your opinion."
  • He tells chrisJ to admit and own the fact that the reason he didn't speak up during the ESL Pro League debacle is because it didn't affect him
  • "They are looking after some players at the expense of other players. How the fuck is that a union?"
• He says the BLAST situation is a reasonable dispute and supports the players but is not the right time for a strike and have not even identified the correct enemy
  
  • He thinks players are lashing out now due to previous incidents and are upset that BLAST are working with ESIC
    • He stated that CSPPA shouldn't beefing with ESIC and they should be working in harmony
  • He says what they need to do is talk with the teams/organizations that have sold that right to BLAST
    • RL: "Your employers, the people who pay you that massive exorbitant salaries, when you don't stream and you don't do interviews and you offer no value beyond your ability to click heads and you get 25k dollars a month." "Why don't you talk to them about it? Oh right. You're happy to take away BLAST's paper, but you don't want to risk your own."
  • "I am seeing such unbelievable cowardice from the players here with the battles you choose."
  • "Where was the strike action when in the qualifiers for the world championship, there were teams and players engaged in huge conflicts of interest?" "Where was the strike action when your image rights were taken and sold to every league you've ever been in every union type organization you've ever been associated with like, WESA, to your org every time you sign a contract, to the leagues you play in."
    • "Your image rights are essentially worthless now, there's about 10 fucking separate parties that have them, and how many of them are giving you anything for it? Not much pretty much your org by the way."
    • "That's a big issue. Your image is you, your image is your brand. What are you doing about that? Nothing."
• He is also angry at SirScoots who is "popping off" at people on Twitter who all want the same thing, which is 'A unified Counter-Strike scene for everybody, that works for everybody, that has a sustained ecosystem that nourishes everybody.' "We don't have that now."
  
• He also says their rankings are a joke
  
  • "Just so happened, oh look TACO, that very important prominent member of the board, we pushed his team artificially up when they weren't even in the fucking top 20, not by a long shot."
• He also says the ineptitude of the CSPPA cost Flashpoint a monitor sponsor
  
• "Is it really a player association or is it like a fucking agency at this point"
  

ESIC - Esports Integrity Commission

"They have been put in an impossible position."

• RL says that Ian Smith, the founder of ESIC and who was done work in mainstream sports, is a good and honorable man who has dedicated his life to integrity and sports. He takes on both sides, ensuring match fixers are punished, but also doing appeals and ensuring those punishments were fair.
• "ESIC is a tiny organization" and are in need of money, "They didn't run a grift like the CSPPA did."
  • "Saying 'you want our support and you want the players to turn up you better pay us.' They don't do that."
  • "Had startup seed money from MTG and since then they've been pecking shit with the hens."
    • Ian Smith made sure that the money given by MTG (Modern Times Group, parent company of ESL, ESEA, DreamHack) was nothing more than startup money and wouldn't be in debt to them
      • Ian Smith sat down with other TO's not part of MTG and wanted to partner with them. They declined and called ESIC "ESL spies and we will never align ourselves with you"
  • "They only were just able to afford, hiring a PR guy on a full time salary to deal with the press and send out those releases you've seen, this year."
    • "They have a tiny group of staff investigating these things and they have taken on the biggest problems in our scene: the cheating, the match fixing."
• ESIC have had "unprecedented levels of cheating to deal with, because there's something wrong with our scene ever since we went online. There's something wrong with it, everyone's lost their fucking pride and self-respect and they got no passion for it anymore, so they think fuck it, what's in it for me?"
  • He calls out coaches who are talking about players rights when they would rob and steal from them.
    • Also says more coaches being banned are coming
    • He also points out flaws in community's reaction to the punishments to coaches bans: "Half of the cunts still have jobs and some of the cunts got new jobs. We didn't even shun the cheating coaches."
• ESIC have "found I think another 2 or 3 exploits like that one and they are investigating them all right now, it's going on right now."
  
  • "I know that there are going to be more names getting banned, again."
  • "So they're doing that on a skeleton crew while, investigating 3 continents worth of match fixing in MDL and semi-pro level CS." "They're doing this with half a dozen people." "They don't have any money or any help. People barely even fucking cooperate with them, they are treated like pariahs. It's ridiculous."
    • "Why are the CSPPA popping off at ESIC on my Twitter timeline, when you should be working together." "because its all about what's in it in for me." "2020, the online era of CS: 'What is in it for me?' How can I cheat, how can I get my paper, how can I bleed this scene one last time before I fuck off and play shooty shooty bang bang Riot Games babys first fps."
• RL says that in the CIS region, teams have gone to tournaments and have been eliminated multiple times by the same team. We found out they were cheating and those players who lost, have been cut from their roster, careers ended because of cheaters.
  

Stream Sniping

"They're all at it in the online era, they're all at it, they're all cheating, they're all using exploits, probably that see through smoke bug got used a bunch of times"

• RL talks about how there is no integrity from dead (the player), always denying when caught doing something
  • On the topic of 'BLAST never said we couldn't stream snipe': "Lies, BLAST never said you could do that, they had to sort of retcon it." "because what happened after that they fucking started snitching and squealing"
    • "Suddenly you had like, 10 of the top 15 teams in the world, staring into the abyss of being banned for 6-12 months in line with ESIC recommendations."
      • He says that ESIC was put in a tough situation and couldn't enforce the bans because it would have resulted in killing CS. What resulted was, BLAST, ESIC, and teams came together and gave them a warning and told them, in RL's words "don't do this again or you're gonna get got."
        • He then says the top teams brushed this off and didn't give a fuck
        • The new MiBR team playing Flashpoint, that wasn't involved in the previous incidents are doing it again (stream sniping). He gave credit to Flashpoint for the quick resolution and punishment and respect for cogu's response to the situation.
        • "ESIC came out and said, once more, 'Guys, zero tolerance from now on.'" RL then got upset at community's reaction calling ESIC "pussies" for their non enforcement and said if we want competitive CS we cant ban the top 10 teams.
• He points out how players have no integrity and will do anything for an edge as long as they won't get detected or banned or it's within a grey area.
• "All of this shit was mad avoidable, even in the pandemic era."
  • He talks about why aren't we filming them. Why aren't there representatives for leagues and tournaments making sure players aren't cheating?

Match Fixing

"How many years have we let our scene be fucking pillaged by these greedy cunts?" "We just let it happen."

• RL says that gambling and skins betting which existed in moderation was "accelerated and blown up by the Call of Duty greedy fucks."
  • "Never forget TmarTn was on the board of EnVyUs." "His website, CSGOLotto, they had a bunch of off-the-books sponsorships." "NBK promoted them. People forget."
• "Those people who had access to the skins, go to the players" "Even people like s1mple, best player in the world, even he scammed knives and skins off fucking fans."
• Owners of skin casino sites would approach pros and lend them skins to use in tournaments and possibly keep them after reaching a deal
  • Players would tip off inside info about matches and teams in exchange for skins. Info such as: roster changes, how they played in scrims
    • They would use this info to bet and subvert the odds on their sites. "That happened religiously, I can't even tell you how many times it happened."
      • "I had access to the biggest database of information, from an inside betting circle in NA, and it would take information and screenshots from other pro players, who were feeding them info in exchange for money or skins."
        • "Some of these players are still playing." "Incredibly, there are players still in the CSPPA today, complaining about the BLAST recordings, that were embroiled in this murky shit back then."
• RL also says that there were tournaments where teams contrived with each other, who should throw, who should win.
• "There's a handful of people that are trying to fucking clean it up, and you think you get something over the line and you see something like the CSPPA and it's run by corrupt fucking chuckle heads, and now you've got another corrupt body you have to fight on a fucking daily basis, it's demoralizing."
  • "It's too far gone. Our entire semi-professional scene is compromised."
• "It's rife guys, I'm not going to lie any more. It's not just China, it's not just Russia, it's here, it's NA, it's Europe, it's Australia, so much more than you think, so much more than we can prove."
  • "I get sent chat logs all the time […] and they're morons, these players, short-sighted, amateur, morons and they're doing it on WhatsApp." People would get cut from the bets because they want to make more money, then they leak the logs. He says, from the chat logs, they spread "little" bets across every site they can (400 to 1k dollars) to prevent shifting odds
• He says the scumbags who've fucked off to Valorant will do the same there if Riot doesn't do something and says Valorant "is an esports scene heading for a very early fall based on the sheer volume of scumbags that are already there."
• "That's tier 2 CS in a nutshell these days. They know they're never going to play in a major, so what's the punishment?"
  • "All of these tier 2 fucks that are fixing games now they are like the fucking mafia compared to iBuyPower" "These guys are working with organized criminals to fix entire seasons worth of games. That's what's going on in your tier 2 CS."
• "I'm literally being told that there are players fixing games at all levels of Chinese esports and motherfuckers with guns are turning up to team houses and stuff."

North America

"Everyone in NA has left we've lost a continents worth of support during this pandemic and Valve haven't said a fucking word."

• RL says the Call of Duty "goblins" that destroyed CS for years are the same people who are now trying to leave CS. "The nerve to treat a game where the fans, and the community, and the TO's were nothing but good to you." "To just kick the players out now and go and leave and say 'It just doesn't make financial sense.' Oh you'll slither back when we have a major though for them stickers won't you."
• There's a cascading effect in NA where people don't bother with CS anymore and people like Chaos suffer.
• He says NA team owners are incompetent for always wanting it easy and always wanting a guarantee on their investment without skill or nuance.
  • RL says he would be able to market a team correctly and would have a good ROI and also points out how TSM wouldn't even be bothered to tweet that their team, which was one of the best in the world, was playing at the Major.
  • He also says not all NA owners are like that, compliments and respects Jason Lake who nearly lost everything to keep Complexity going.
• He then calls out the incompetence in Infinite Esports when they acquired OpTic Gaming and bought an Indian CS team.
  • He says HECZ is not to blame here and that they couldn't tell forsaken was cheating when it was so obvious.
    • They measured his reaction time to the likes of dev1ce and s1mple
    • When an enemy showed up on his screen he won that duel something like 44% of the time
    • "was like the number 1 player in the world statistically"
    • He brought a laptop to their bootcamp and refused to use the high end PCs that hey provided
• He respects Andy Miller (NRG CEO) and HECZ but says that the attitude of not being able to easily monetize their teams is "piss weak" and there needs to be a risk.
  • He says Chaos EC shouldn't be cutting their roster and should be competent enough to be able to figure out how to make money off their team.
• He says there are still opportunities in NA and people are panicking and pulling out, and says Valorant will be the same if not worse.
  • He also says "bums" who couldn't even get out of groups in NA competitions, are making crazy money in Valorant and says it will continue to inflate.
• He also said that he heard rumors that EG (Evil Geniuses) are done.
• He also thinks that the rumors of a Valve franchised league from before was sparked up from "these lazy fabled weak NA fucking team owners basically trying to see if Valve would bite at the hook if it was dangled and they didn't"
  • Slasher says NA team owners are really in favor of franchised leagues because they want to make more money. "Most of the powerful team owners right now are on board with ditching this third party organization structure, or they are trying to play this power politics with all the TOs, and that is contributing to a lot of the problems there"
• RL says that Riot has proved they can run a franchised league (LCS) and will be profitable in 2021 which is what a lot of team owners care about and says the competition will only serve to snatch people away from CS.
• RL continues to say, "I am so sick and tired of what we have done to this scene, I am just exhausted with it." "I think we have legitimately fucked it, I really think we have. I think we're staring into almost like a CGS (Championship Gaming Series) wasteland in NA." "Counter-Strike esports is a fucking joke."

Talent

"TO's have treated CS talent like absolute human garbage for years now."

• RL says that people like Sean Gares and ddk switching over to Valorant isn't for financial reasons because they are making less over there.
• He points out that TO's can't even give talent a 3 month in advance calendar.
• Because of the pandemic TO's won't hire certain people and some people are working more hours for the same money.
• He says we as a community don't respect journalists enough which is why we don't have good journalists.
  • He also says DeKay is leaving the scene soon and that Thorin is close to leaving also
• He says he had to talk a caster down from quitting and was struggling to find reasons.
• He says that DreamHack told Vince they would hire him but not if he wants to stick with dusT and says that this is the norm in esports. "Constant leveraging of people against each other." and says this is why we don't have a talent union.
• New gen casters are getting put into shit situations and the community's reaction to them is adding fuel to the fire
• He says the reason Moses left was because of the terrible conditions
• He says that Anders had to constantly leave his family and kid because someone fucked up or broke promises and had to constantly tell his kid to their face that "daddy can't be home this weekend."
• He says that esports has always been a lie to sell you this dream, "Meanwhile there's about 2% of the cunts getting all the checks."

Valve

"Anything that Riot does, is better than Valve's inaction"

• Slasher says that the larger aspect of esports as a whole compared to other entertainment mediums and Valve's lack of inattention are the bigger problems. He continues saying that the fact that Valve let their game be ran as an esport, they need to take on the responsibilities of it.
  • Both Slasher and RL wants Valve to take control but not on the level of Riot Games, there needs to be a balance.
• In case it was ever a question: Gabe Newell has been to 0 CSGO Majors.
• RL calls Valve out saying they could have done something during the gambling era.
• He says Valve used to come to the majors, but doesn't think they do anymore.
• RL had met with Valve at the Cluj-Napoca Major and had tried to appeal iBP's indefinite punishment and had also gave Brax's life story:
  • A recent family member passed away, they had lost a lot of income, they had to live in trailer, iBuyPower did not pay any salaries, and was pressured by family to make money who didn't support his career.
  • RL said that Valve told him, "How dare you try and make us feel guilty." "We shouldn't feel bad about enforcing the only thing that matters that we need to make players afraid of: cheating and match fixing"
  • RL also tried to share other info about match fixing and nothing came of it
• RL points out that Source 2 or a new engine is not something you will want based on the experience of transitioning from CS 1.6 to CS:S. "Valve's track record with brand new engines being launched, not fucking great from what I remember."
• Slasher says "If there is anything the community should do, is pressure Valve to hire a community manager."
  • They say that we need a commissioner, a community manager (not the person who runs the Twitter who posts memes all day), then we need to have a circuit
• RL reiterates that Valve doesn't care about CS esports and says they need to change the culture at Valve to make them care about CS esports
  • Slasher says a systemic problem is making it so working on CSGO would be a bad decision for you as an employee for Valve
• He also hasn't talked to Valve in ages and have sent over bugs and cheats and doesn't get emails back anymore
• Slasher says we should be directing attention at the developer leads, pointing out Ido Magal, if he even is still the project lead
  • RL thinks that Ido and Brian are the only people that "vaguely even give a fuck about CS" and were the only people that RL recalled that actually read Reddit and paid attention from time to time
• "It is really fucking precarious. Somebody has got to step the fuck up and start giving a shit"
  • Slasher suggests org owners, with CSPPA, with ESIC, with TOs have a concerted effort against Valve
• "Riot Games are doing better things than Valve in the esports space" which is something RL didn't think he'd say.
• "People who used to be talent, working with unions, arguing with other talent, when the unions fucked them over, can't understand their perspective, TOs fucking over broadcast talent, broadcast talent wanting to leave and go and work for orgs, orgs having no money, Valve might take coaches away because all the coaches are cheating, ESIC has about 4 people in a fucking call doing the investigations, everyone thinks they're spies for ESL, ESL are just the evil fucking overlords wanting to rule the scene and will just somehow, like cockroaches outliving a nuclear bomb, and Valve are in a fucking holiday in Hawaii thinking about the next Dota character because they don't give a fuck about us."

Closing Statements

"We've peaked. If we want to sustain and exist, now is the time to figure it out. No esports lasts as long as this, we've already done 8 years. We've already broke the records. We have got to figure out a way to coexist and drive the negative forces out and we need to do it as a collective and we're not doing that."

• RL compared the Counter-Strike scene to the people on the Titanic who ran around with guns robbing people while the boat was sinking.
• "We have given up on being a respectable esports scene." "We are now a conduit to make money for those who want to just milk it, just have one last ride, one last roll of the dice. It's done." "What a fucking mess. What have we done to our fucking scene?"
• "There's just too much self-interest driving all of this." "I don't see a way we stop the dominoes." "When it's that bad, when there's that many dishonest people that ESIC have to come out and say that if we punish them all there's no one left. What does that tell you?"
• "How many opportunities have we had to clean house? How many times have we said, 'this must never happen again', and another scandal." "The entire skins betting operations was the biggest criminal conspiracy in esports ever executed and no one has been punished for it." "The people who could be driving that don't want to."
• "Right now people are fans of those organizations because the scene has value. It is worth being a fan of Astralis because they are excellent at Counter-Strike. It is worth being a fan of s1mple because he is the best player in Counter-Strike, maybe the exception of ZywOo. If the scene is devalued, if the scene loses its meaning, those things lose its meaning too, and people will leave, people will stop tuning into the games. I have seen it happen in multiple esports, this is not my first time at the rodeo. I am getting big Brood War vibes right now and I don't like it."
• "The role you play in all of this as fans, as viewers, as listeners, as consumers of esports content, it's absolutely imperative that you know who the good guys are. It's absolutely imperative that you use your voice. It's absolutely imperative that when things are bad, you know who, at least, is trying to make them good, and you have to apply your criticism to the right targets."
  • He continues saying it's no good in continuing to attack ESIC and saying how they are bad, ESIC have it hard
• He says CSPPA are on the right side of the argument on BLAST but have been on the wrong side of many arguments many times.
  • "If you are not willing to stand along side the weakest member of the union, with the least amount of influence, and the least amount of power, then it is not a union at all and you shouldn't pose as one." "You wanna serve a bunch of special interest do it, everyone else in esports fucking does, but do not pose as something you are not." "We love the players. I've been fighting for players rights for as long as I've been able to, but the CSPPA is not what we needed."
    • "They are not applying the pressure to the right people, they are not fighting the right battles, they are not helping their weaker members."
• He says what orgs have done by keeping or hiring coaches is bad. "When you give up on holding an appreciable standard, you've lost the scene" "Competition matters, rules matter, punishments matter, achievements matter, excellence matters" "If you start stripping that away, you have nothing" "You guys need to take that knowledge and apply it sensibly."
• "Valve has sold you all down the river, they sold everyone in the esports scene down the river, tournament organizers are selling their talent down the river. Don't hate on them for sounding tired after a 16 hour day. Don't hate on them because the hype for a matchup they've seen for the 20th time in the past 3 months, they can't be as excited or it sounds contrived. Support your guys, they're there for you, these are your people."
• "This community has got to start acting like one for the first fucking time. Just put the petty shit away, let's try and fix this fucking scene while we still have one to save."
• "You can't rely on Valve, you can't rely on ESL, you can't rely on the CSPPA, you can't rely on anyone." "Once again, it's gonna be the likes of us, the amateurs, the people who give a fuck, rolling up our sleeves and grafting." "I'm old and tired and I don't want to have to do it again. People need to pick up the torch and do it."
  • "Like Michal did, like Dudenhoeffer did. You see something wrong, fix it. You see somebody doing something wrong, call it out. If you think something could be better, let people know."
• "Vote with your wallets if you're not happy with the direction Valve goes in. If when we do get to the Major, they serve up another subpar, same old bullshit stickers and signatures package again, do not buy it."
  • "You're a powerful block and if you use it correctly we can fucking avert this disaster."
• "I'm not doing another year in this broken, bust-up fucking scene, where everyone is miserable, everyone is broke, everyone is tired, and everyone is trying to fucking rob everyone else, blind, while the fucking people who are meant to be protecting you, are just fucking enhancing it and lining their own pockets."
  • "I'm not doing it anymore and you shouldn't want to do it either."
• "I stand by every fucking thing I said. I mean it, because this game fucking matters to me, this scene fucking matters to me. I put my life into this, my adult life, and to see it in this state is fucking sad."

I think we're all aware by now of the conspiracy that's building in the background of 2077. Most of us know about the mysterious Blue Eyes who appears in The Sun ending to the game. He operates as The Stinger of sorts for (that) ending of the game; He and V discuss a job vaguely alluded to through out the ending sequence and then the ending cuts to V in space charging off towards The Crystal Palace. Cue DLC Hook and credits.
But, let's go back here. This is only the tail end of the conspiracy and where it actually intersects with V's story. Blue Eyes (and some connections to him) crop up multiple times through out the game and, when pieced together, start building a larger picture that runs deeper into Night City than the pockets of most corporats.
I've finished my second playthrough of the game and I've been drafting this post as I play and find more clues. I doubt I'll find everything or might completely dismiss some, but I want to be on the front lines of uncovering this mystery, especially if this will be our Gaunter O'Dim for Cyberpunk 2077. I apologize for the length of this post ahead of time, but I need to summarize a bunch of lore and at least 4 major side-quests; "I Fought The Law", "Dream On", "Full Disclosure", and "The Prophet's Song".
Here's a long essay incoming, but I hope you chooms enjoy and I hope you read through to the end because, oh boy, I uncovered some cool shit!
So, who is Blue Eyes? Who are his contacts? What is his role in the ecosystem of this city?
"I FOUGHT THE LAW"
Let's start with where he most appears in the game; Jefferson and Elizabeth Peralez, political family in the running for Night City's first family. Which I kinda have to summarize their questlines, including the first one which Blue Eyes never appears in. But I'd prefer to go in chronological order and not jump around, so stick with me.
Elizabeth first contacts you for the job "I Fought The Law". It's fairly basic, but the quest tells us she convinced her husband to hire V to look into the recent death of Mayor Rhyne. We get a BD of a cyberpsycho attack by Peter Horvath on Mayor Rhyne. Weldon Holt leaves the room before the attack and then the security gate crashes right before Peter walks in with billions of eddies worth of chrome. The attack is unsuccessful and stopped by Detective River Ward, who was only there because Peter went missing internally at the NCPD and he knew where Peter would go.
When investigating Peter Horvath, his previous boss describes him as paranoid that "probably thought Mayor Rhyne talked to him through the TV" and that the world was out to fuck him. She then mentions that someone "finally saw what he was worth" which cues into how Peter was thrown into this attack in the first place; he had a patron who funded his chrome and the attempt on Rhyne's life. Tellingly, River than goes into a little talk about how clues rarely make sense until put into the larger context, much like we're doing right now.
V goes to the club Rhyne died in; The Red Queen's Race. V sneaks through, takes out some Animals, and can investigate what actually happened to Rhyne. If we read the emails on the office terminal, we know that Weldon Holt arranged for Rhyne to be there. He initially mentioned this to Rhyne during the first BD; Rhyne asked Holt directly to arrange his usual room at the club. So, this doesn't inherently look too suspicious on it's own, but Holt knew where Rhyne would be. We also find out via the Animals Boss there that Weldon Holt is the one who hired them to smash up the club and they're currently waiting around for payment. Further, you can go to the room Rhyne died in, find the BD headset, and put it on... which INSTANTLY knocks V out and they need to be rescued by River (who, btw, takes out any Animals on the property you didn't get to! Ty bro!). They surmise that Rhyne was killed by a virus in the headset. Lastly, we find footage of Detective Han (River's partner) covering up the death of Rhyne. They confront Han, V goes off to the Peralezs, and quest ends.
Of note, finding the BD set is a hidden dialogue option with the Peralezes suggesting, yes, that's the correct deduction to make. You don't get that option otherwise. And V never actually comes to any real conclusion to what happened to Rhyne.
So, let's summarize what we know about the death of our Mayor. Peter Horvath was hired by an unknown Patron who spent a ton of money to turn him into a suicide bomb against Rhyne. They have connections internally to the corrupt NCPD which allowed Horvath to get access to Rhyne, both from escaping NCPD custody and for the security to give him access to Rhyne's conference room. That fails so our mastermind instead assassinates Rhyne at his usual sex club, one that we know for sure Holt knew about. Rhyne is assassinated via malware in a BD porno headset, NCPD comes in an Detective Han cleans it up. Later, Holt hires the Animals to take claim to the club and fuck it up.
Holt is looking suspicious AF rn, but we also don't have any direct evidence and V says as much if you accuse him. Personally, I think it's a little too clumsy if it's him. Holt leaves the room just as an assassination attempt goes down, sets up a sex club appointment for the Mayor where he's successfully assassinated, NCPD covers it up... and then he hires a gang to cover it up more? Something doesn't fit here.
My theory is Holt is innocent. He's a scum bag, but not the culprit here. Why would you EVER give your identity to the Animals you hired to cover up an assassination? The big dumb brutes of the underworld? A name they give up with almost no fight? No, I think someone hired them under Holt's name. And I think they hired them because they KNEW the BD Headset was left behind; Han dismissed it entirely as Rhyne dying of a heart attack brought on during sex. They needed that destroyed to cover the final footprints. It's the only piece of evidence that doesn't have Holt or NCPD's name on it and doesn't fit the narrative that both are pushing. If they're covering NCPD or Holt's tracks, why not delete the emails or footage of Han? And if Holt or Han were trying to push this false narrative, why leave the headset right there the first time?
And, while I have no evidence of this assertion, the Animals are only still there because they're waiting for payment to come in... I think our employer never intended to pay them and left them in the path of V, who is likely to shoot them and tie up the loose end for our mysterious entity. Animals destroy the BD set, V shoots the animals, no trace. And, even if he doesn't, Animals will point V to the wrong person.
No, we've got a third party here. But let's continue so we can finally let our lead actor take center stage.
"DREAM ON"
"Dream On" starts when Jefferson calls V and asks them to help in another case. Long and Short; Jefferson woke up in the night and found a man in a mask (or an implant) standing over him. Jefferson shot the man, only for his head to fry and knock him out. Coming to, he's back in bed with no evidence it ever happened. SSI, their private security, insists that there was nothing on the cameras, no evidence, and nothing happened. Elizabeth claims she slept through the whole thing event.
V investigates the apartment, with Elizabeth giving the tour, and finds a lot of evidence. Elizabeth is kinda dismissive at first thinking V won't find much. First small stuff leading into larger reveals. Let's start small and work our way up.
First room Liz takes us to is the campaign room. She talks about running the campaign entirely out of pocket and having to keep most of their supplies at the Penthouse; "It's cheaper that way". You find a picture of their daughter on the wall and Liz explains that she's off at university in Europe while Jefferson is running for office; "It's easier that way" she says. That phrasing again.
EDIT: A redditor in the comments pointed out that the Peralez are being controlled via drugs in their food as part of the tech. They mention they've been eating fast food lately, explaining why Jefferson was lucid enough to catch the agent and shoot him.
V can look at Jefferson's emails (which Liz slightly discourages them, saying there's nothing there) which reveals a bit more about their campaign. There's a video of the iconic commercial and poster of Jefferson pulling out a gun and shooting a bunch of paperwork. In the email, Jefferson HATES this commercial, but his assistant, Lea Patel, insists on it as it will air in television time slots with action-drama series and catch the attention of voters. Further emails have Eric Boucher, Jefferson's Campaign Partner (Manager?), saying Jefferson has been acting unpredictably lately; presumably referencing one of the next emails. Boucher is confused because they fired Lea Patel together, only for her to continue working and sent him a new ad for approval. When emailed, Jefferson is confused about Lea being fired at all and doesn't remember the event ever happening, even telling Boucher to be honest if he has some issue with her. A final email is from SSI Chief of Security, Wallace, discussing Jefferson's intent to hire a merc to look into Rhyne's death ("Dream On") and they suggest Jefferson drop it or have NCPD or themselves look into it. Private Security just... offering to investigate the former mayor's death? Huh... sounds more like they want to squash the issue to me.
We should now talk about the Peralez's campaign. As you explore the apartment, Liz explains that they're running on a corp free campaign; they want to get Night City out of the control of the corps and do so without ever owing any favors to them. She specifically cites "Night Corp, Militech, and Petrochem" as ones they've denied. Militech and Petrochem come up a few times in other quests but Night Corp is relatively obscure. And they choose that corp to be the first one she mentions? Stands out to me. It also isn't lost on me that we're talking about running a campaign out of pocket and refusing corp assistance... while walking on the fancy ass balcony of a penthouse in Charter Hill- North Oak.
Next room, we find Jefferson's office. Elizabeth and Jefferson both graduated with law degrees from Asukaga University in Berkley. V points out it would be extremely expensive for them both, but Elizabeth says that both got full ride scholarships from the Richard Night Foundation, run by Night Corp. To further fucking cement this moment, there's a Richard Night biography shard on the desk. But we'll drop this for now because I want to get to Night Corp a bit later.
The computer on the office desk has some emails on it sent by Elizabeth. One is between her and Judy where she's asking Judy for help on the original "I Fought The Law" quest and Judy is the one who gave her your contact in the first place. Another is from their daughter kinda asserting the same thing earlier; safer for her in Europe so she's not a target on the campaign trail. And here's the interesting one; Boucher emailed Elizabeth asking why Jefferson changed his mind on Lea Patel. Elizabth says Jefferson explained it to her that it "slipped his mind" and "circumstances changed in Lea's favor" and she asks him to drop the whole thing. She's dismissive and gives extremely vague details.
Next room, Bedroom. Elziabeth's gun is on the table. It's the one Jefferson claimed he fired and scanning it tells us that it has been fired recently. We also find the wedding photo of Jefferson and Elizabeth where she fondly talks about having blue roses because she loves them so much... except the photo's roses are red and V says as much. Elizabeth quietly corrects herself that they only had red roses instead and moves on.
In the hall, we find the blood trail and gun shots in the wall; both covered up hastily. Following the trail, we enter a tv room. The Smart Glass isn't working and Elizabeth says it stopped working recently; not like they use it much anyway. Passing a Tech Check lets us try and fix it... only to be quickly blacked out by it so hard Johnny felt it too. V asks Elizabeth about it but she doesn't know what V is talking about despite having been standing right there. We also find a hidden door in the wall. Unlike earlier, Liz is actually confused by the door but demands V try and open it.
Downstairs we have the security room. Liz says that it used to be her place but "Security had to set up somewhere" and that she had to make sacrifices for this campaign; "it wasn't the first nor will it be the last". One computer has a Welcome email from SSI to new recruits. It details that they have access to all areas except Section Zero, which is reserved for Blue or Black agents and that, should the encounter a Blue or Black Agent (SPECIFICALLY "in the night"), do not interact or acknowledge them. The next email from Wallace mentions an accident where there was a "behavioral anomaly" and "ALPHA" injured a Blue Agent (BLUE-66M) who is in critical and the SSI head is requesting access to Sector Zero to give medical aid. SSI gives Wallace the code to Sector Zero and sends a team to aid. SSI knew about the accident and lied. You go to the second computer, unlock it, and can unlock the upstairs door. On that terminal is a bunch of deleted files (presumably the security footage from that night) and emails discussing "normal maintenance procedure" and further informing security that ALPHA (Jefferson) hired a merc (V) and, should security encounter them, do not interact with them.
Small thing I found interesting, a shard called "You Are What You Slot" is found down here too. It details a fictional assassin who kills and then steals the identity of her victims. Small and doesn't mean much on it's own, but the shards are hinting at the story here; one of false identities and manipulation.
Now, let's get to the main event; the secret room. Inside is a control center. Elizabeth is horrified and feels violated. She shouts that she's not letting SSI anywhere near them, only for her head to start hurting and she tells V to do what he needs to do. She leaves him. Inside the control room is a box of bloody medical supplies. The computer discusses "behavioral norms" for ALPHA (Jefferson) and suggests amplifying "neural dampening". It discusses things similar to Wallace's terminal, but from the other side; ALPHA is displaying odd behavior by hiring a merc, the SSI teams avoided meeting the merc, and then the actual accident that occurred injuring BLUE-66M during regular 'maintenance'. The other side of the room also has another data shard, "Rewriting Synaptic Pathways", basically talking about using tech to rewire the brain a bit.
Following some wires from the control room to the roof, we find a signal dish. Johnny (replacing Elizabeth for conversation now that she's gone), joins in that the tech looks prehistoric but functional and that Militech used it in the war; it requires line of sight to transmit data but otherwise can't be intercepted. We can see the tower and go to investigate. V tells Liz the whole deal; V can suggest that the Van near the tower could be SSIs or that it might not be due to unconventional tech. Liz then itterates twice that it's a stressful campaign time for Jefferson and V should talk to her, NOT him. "Sure, whatever" V and the player dismiss.
(I SWEAR WE'RE ALMOST DONE WITH THE SUMMARIZING FOR DREAM ON, I'M SO SORRY.)
We drive after the van, Johnny is suddenly excited for smashing a corpo conspiracy and iterates that citizens do not choose their representatives, instead they're chosen by "key players" who watch the Peralezes for weaknesses or blackmail material. We arrive at the facility patrolled by Maelstrom and the occupants of our van park, get out, and climb ladders to the roof where they get into an AV that is cloaked to be near invisible (as shown in a couple of vids on YouTube and this subreddit).
At the place, Maelstom is explained; "UNKNOWN USER" contacted them while driving the van for protection to take care of V and then destroy the van. Van's data makes it pretty clear; the Peralezs' minds are being manipulated, new neural pathways are being created, and their memories are being created, changed, or erased. There are also a couple of other names of other test subjects. The data is then erased. We do see an almost flower like symbol before the data is destroyed.
The agents on the cloaked AV CAN be killed and do drop a shard, thought it doesn’t have many more details, merely that they’re contacting HQ to arrange extraction and that the Van’s data should be destroyed and echoing the arrangement with Maelstrom mentioned earlier in their shards.
V calls Liz, Liz wants to meet in person instead of over holo and send him to a Japantown Raman shop (same one that used to be Rainbow Cadenza, coincidentally). Odd choice for an upstanding congresswoman. She says her nerves are shot, the ramen shop is a quieter place to meet than the apartment, and she needs a moment to gather herself since she last saw V, with V even asking if something has happened since they last saw each other. Of note, Liz is stress smoking the entire scene, something she hasn't done until now. She then explains, no, it's been over a longer period of time. She's been watching her husband change and act differently for awhile; he stopped reading, his taste changed, and he even insisted he was an only child and never had a bother when Liz asks about visiting the grave. Of note, yes, Antonio Peralez has a Columbarium Vault, which proves Liz is correct on this. She confesses that she herself has been told by others she's been acting strangely. V says she knew what V would find and she asserts that she doesn't know the who, how, or why, but "they're changing us". Jefferson apparently went on in great detail about a trip she swears they never went on, but she doesn't know if the vacation is a fake memory or if she's the one that doesn't remember.
She saw a stranger in their apartment tinkering with a monitor, only for him to be missing when it was reported to SSI and they looked at the feeds. The next day, she got a phone call from a stranger (whom she refers to by "he") saying that she's walking on thin ice and Jefferson could have an accident. They later erased all data that the phone call had happened. Elizabeth claims she's terrified for herself and her husband's safety and doesn't want V to reveal the truth. V points out "they" could be telling her to say that but it doesn't really change how she feels since she just wants Jefferson to be safe. She tells V to tell Jefferson it was SSI spying for Holt. She asserts she wants SSI out of her roof if they're spying on their sleep. She will take responsibility for firing SSI, but wants Jefferson to be safe and out of that fight. She adds a meeting with Jefferson to his calendar at Reconciliation Park. But, ultimately it's V's choice (especially since she has no idea if she'll remember the conversation) and leaves. Johnny jumps and and talks and mentions that there were talks like this back in his day and worrying about the damage a puppet mayor could do.
V heads to Reconciliation Park to meet with Jefferson. Entering, V is called by an Unknown Number which blacks out V's optics. They claim to know who V is, *what* V is, and what V wants. It doesn't matter what V tells Jefferson, but "don't dare cross that line" and "you're playing with fire". Its a garbled male robo voice, so safe to say it's irrelevant to the owner.
Enter Stage Right, our missing lead; Mr. Blue Eyes. He is standing on a balcony watching the place where we meet Jefferson. In the Scanner, he is labeled "Mr. Blue Eyes", has no known affiliation, is wanted for "SC 370", and is wanted for "Classified". His eyes are electronically glowing blue you can even see from several yards away. You cannot injure him as grenades do nothing and you can't aim at him. Of small note, and I don't know if this ACTUALLY means anything, but his hair style asset is referred to as Morgan Blackhand in the files, but could mean nothing if this hair is actually used by other NPCs. MOST LIKELY THIS IS NOTHING UNLESS SOMEONE HAS FURTHER INFO.
(Plot twist: It meant something. But we'll get there.)
V sits with Jefferson and can reveal the truth; "SSI is on the take from an unknown group to control your lives". V can even point out the absurdity of Peralez being as successful of a politician as he is without any corp sponsors. "They want you to be *their* mayor. Molding you like clay". You can tell Jefferson how to proceed and additional details, but it doesn't matter. Later, Jefferson will send a text and delete your number and so will Elizabeth, who will call you out for telling Jeff. In the end credits voicemails, Jefferson has decended into paranoia about some vitamins Liz gave him which he didn't trust so he sent them to the lab, only to then not trust the lab results saying they're fine. Jefferson Peralez is confirmed the new mayor during Late Act 2 and the major difference is his state of mind at the end game; either hiring V to be on his security staff or descending into absolute paranoia over everything in his life.
Lastly, Johnny appears and cryptically talks about back in his day when they'd talk about rogue AIs. Personally... I kinda completely dismiss this? It comes out of nowhere, Johnny cites NOTHING for why he'd bring this up in relation to the case, and I can't fathom a motive. I’d also point out that this isn’t the only time Johnny is outright wrong. In fact, he’s wrong A LOT in the game. For example, he criticizes V for listening to the Netwatch Agent and that he’s bullshitting you. Except, the agent is 100% correct that VDB did spike V as a suicide virus and Johnny is actually wrong. He also claims he doesn’t know what happened with Thompson after Never Fade Away, but this is a lie because Thompson is flying the AV Johnny takes to Arasaka in 2023. The only connection I can find is "Who is controlling Blue-Eyes" which might make Johnny correct, if just not in the way 'Rogue AIs' initially implies.
So, what actually has happened?
The Peralez family has been molded for a very long time into being the perfect political couple. They got scholarships from the Night Foundation for two fancy law degrees, have successful political careers, and Jefferson is running for Mayor on an anti-corp platform, an insanity for Night City. And he's actually successful at it. During a maintenance service at night on the Peralez's apartment, Jefferson woke up and shot an SSI/Unknown agent making repairs. The Control Booth knocked Jefferson out and they pulled the agent out of the apartment into the secret room. SSI put the Peralezes back into bed and hastily cleaned up everything, but the damage was done and Peralez hired V who uncovered mostly everything.
Elizabeth seems to be initially very upset by the discovery, but wants V off the trail when we meet her next. However, she's not in on it as she's equally a victim to the brainwashing/gaslighting and that's for certain. I think she's a pawn who is either too scared or too programmed to break the rules of movement on this chessboard. It's worth noting that, while the unknown entity threatens Jefferson's life and V's well being, they do not make due on either of these threats. I call their bluff. They have put too much work into Jefferson to abandon or kill him.
But, where else have we heard of this gaslighting brainwash process before?
"FULL DISCLOSURE"
Ok, we're on the shorter end so I don't have to actually explain this quest in full. Sandra Dorsett is a netrunner and a very skilled on at that, actually collecting data from Night Corp. She was kidnapped by the savs we rescued her from at the beginning of the game shortly AFTER she stole this data, suggesting Night Corp was behind it. This data is on the shard she asks you to collect during the aforementioned quest. V has full ability to NOT read it, but let's look at it; "Operation Carpe Noctem" ("Seize The Night" in Latin)
Described in it is an experiment on Night Corp's own employees where they are quietly brainwashing them and getting them to do whatever they want. They specifically cite an empathetic and calm employee who they got to fight a co-worker and then jump from a 16th floor window. The shard ends on mentioning that they're ready to install CN-07 on "our actual target".
I think multiple quests discussing brainwashing and gaslighting is too coincidental to be utterly unrelated to each other. I think Night Corp's actual target mentioned here is Peralez.
So, what is Night Corp?
Night Corp is the most mysterious of the corps in Night City. It currently operates to better Night City via philanthropic ventures, fundraising, community support, and city infrastructure. Basically, while Militech and Arasaka and the others operate in the city, Night Corp basically RUNS the actual city. They're also noteworthy for the level of security they have that even the best netrunners can't get much from them and, since they keep to themselves and seemingly just do city infrastructure stuff, no one really super bothers them. It has been run by Miriam Night, wife of late-Richard Night, until recently and we currently don’t actually know who runs NightCorp.
Originally, they were the Night Foundation, but that requires explaining Richard Night... oh boy, Lore Drop. I'll make it quick as possible.
Richard Night is the founder of Night City. He started as a partner of a firm, but his ambitions grew beyond that to founding "Night International" to build his dream; a city that would be so grand it would make all other cities pale by comparison, Coronado City. A capitalist mecha of opportunity, Night City would be run by corporations and have next to no anti-business policies on the books. Arasaka, EMB, and Petrochem were his first backers and he came into claim of land on the central-California coast; Del Coronado Bay and Morro Bay would be the location of his dream city.
(BTW, irl, Morro Bay, California is a real place. Been there, have family there, go there regularly, kinda cool!).
Despite being a capitalist mecca city and run by corps, Richard Night also dreamed it to be "A sprawling metropolis, free of crime, of poverty, of debt. A place where people could live safely, peacefully, without having to worry about the dire situations that were growing around the world at the time".
However, due to the design plans, Night didn't employ local contractors and instead got expensive architects and builders from all over the world. Local builders didn't like that, they had mob connections, bloodshed started. And soon Richard Night was murdered by an unknown assassin, presumably a mob hitman. The city was renamed Night City in his honor and his dream utopia became to embody everything that was destroying the world. Mob took control and corps didn't give a fuck since it didn't hurt them any until they eventually had to take out the mob gangs, but not in any favor to Night’s dream either.
Miriam Night, Richard's Widow, founded the Night Foundation (later Night Corp) to stick to Richard's Ideal dreams of what he wanted the city to be. They invest heavily in ecological research, alt power sources, civic infrastructure, public works, and charities and scholarships for Night City youth. "They've even managed to stay out of the normal corporate power struggles which tend to plague every other corporation, both inside the city and out. Even the shadowy corporate rumors about them, like having underwater bases in the bay or access to orbital satellites, remain unsubstantiated despite extensive investigation."
So, where does this put us now? We have ONE last quest...
"THE PROPHET'S SONG"
Garry The Prophet is our local crazy man. He spouts off insanities to anyone who will listen near Misty's Esoterica in Kabuki. However, some of his ideas aren't quite as much off the mark as one might think. There ain't no technonecromancers from Alpha Centuri (or Spanish Inquisition) nor is Saburo Arasaka an immortal vampire, but he was correct that Saburo wasn't dead and in fact immortal; via Mikoshi and The Relic.
He send you on a quest to investigate a meeting; he says that his ripper mistuned some cyberware in his head and he can hear their communications. You show up to a meeting between corps and Maelstrom. They say some nonsense phrases and transfer a data shard. Reading it ("Destroy After Reading") it seems like nonsense. But does include the line "The cages of men melt as night descends". You can decode it via a Null Cipher; first letter of every line: “Project Oracle Command Execute Plans”.
We don’t know what Project Oracle is. In real life, secret project or operation names actually tend to be chosen at random and are unrelated to the actual project (you can google funny stories about names that ended up awkward to the actual project), so this could mean nothing. But, narratives tend to give meaning to everything. Oracles are mythical in references and could predict the future or see the unseen. Perhaps perfect prediction via behind the scenes manipulations? Not sure we’ll get answers on this one for now.
Going back to Garry, he's been kidnapped. His protoge is screaming he's been kidnapped "Black suits came by - blue eyes and all". Blue Eyes huh? Further, she claims that they threw him into an invisible AV... Huh, like the one we saw back during "Dream On"? "Night's comin... The eternal night"
So, it’s time to jump us to the final step in our Fool’s Journey: The Sun.
“THE SUN”
The Sun ending has V wake up in their new penthouse apartment (with their love interest if they have one). Checking the computer, we see emails from our dear Mr. Blue Eyes. He wants an answer from V as to the job to the Crystal Palace he has planned and that they’re on a tight schedule for “obvious reasons”. We meet with him at the Afterlife and he talks about the job; Casino security is going into maintenance and V mentions giving him the casino client list. V also asks him to “hold up your end of the bargain”. They never discuss eddies or payment. It’s all in such vague terms. “Your end” or “Obvious reasons”. Smaller point but an email from Vik on the space shuttle also tells us that he’s asked around about Blue Eyes and has nothing; either he works with people WAY above Vik’s paygrade or he’s shady as hell… or both.
I think Blue Eyes knows V is dying (the obvious reasons) and I think the unspecified payment is V’s survival. V always says that they want to come back to their love interest so it’s not a mindless suicide run and I don’t think V would risk it all for nothing but eddies; especially not after Reaper (both versions) paint suicide runs as a horrible terrible thing. To then glorify it in another ending… no, the game is smarter than that.
Your love interest doesn’t seem to be too upset about the situation either. Panam and Judy leave V in The Sun due to their lives taking different directions, but it seems mostly amicable and understanding. They even express desire to see V again because they know V needs to do this job. Kerry, who stays with V in The Sun and expresses worry and also a desire to settle down with V, also seems mostly understanding that V needs to go on this quest. I don’t think they’d be so calm and loving and understanding if this were a suicide run. They know more than the player does.
Further, I think Blue Eyes isn’t after the casino aspect of the Crystal Palace at all. While that’s the major commercial aspect of the station as marketed to the citizen world, the station also has embassies from every nation on earth, facilities from all the major corporations, and is pretty much THE place where all the dark corporate espionage goes down. There’s so much more to this location than ‘casino resort’. *EVERY* corp has space stations and hideaways in space because the Crystal Palace offers it’s own legalities and opportunities that are not allowed within Earth’s terms and conditions. If they want to do some research that would be frowned upon elsewhere and get up to some Top Secret shit, it’ll be in outer space. Night City is controlled by corps and has lax laws, but outer space’s are even more so.
I think the cure V wants is not only on the station, I think it’s what Blue Eyes himself is after, but I’ll get there when it’s time to theory craft about the future.
I think it’s worth noting; Blue Eyes IS IN THE TRAILER FOR THE GAME. Yeah, anyone remember that shot on a shuttle with a guy being burned out from the inside? Yeah, he’s there. In the foreground. *Smirking*. The shuttle also seems like they’re in space.
These events leading to the Crystal Palace and the conspiracy with Blue Eyes are blatant DLC Hooks for the future and suggest a post-game DLC. This isn’t the first CDPR has done so either; Blood and Wine takes place after the story of Witcher 3 and is explicitly incompatible with the worst endings of that game. I think, conceivably, other endings where V is still alive could be roped into this adventure; Blue Eyes merely needs to hire them with the same offer of survival. While The Star takes V to Arizona and away from Night City, I think that choice of location is appropriate as, to even get to space for The Crystal Palace, citizens go from LAX to Arizona for a space port to launch them off Earth’s surface. They could have chosen anywhere else to send Panam and V, but they choose Arizona, huh. I do think Reaper, Temperance, and Devil will be locked out of this future, however, as all make any point of Blue Eyes hiring V irrelevant; there’s no V left to hire/save. MAYBE a rejected Devil ending, but I wouldn’t blame them for not continuing that conclusion either as Devil is one of the bad endings.
So, it’s finally time to really compile a lot of this information into where I think this is going in the next comment below

NEW INFO 5 Results from share redemption are posted. Less than .2% redeemed. Very bullish as investors are showing extreme confidence in the future of PLBY.
https://finance.yahoo.com/news/playboy-mountain-crest-acquisition-corp-120000721.html
NEW INFO 4 Definitive Agreement to purchase 100% of Lovers brand stores announced 2/1.
https://www.streetinsider.com/Corporate+News/Playboy+%28MCAC%29+Confirms+Deal+to+Acquire+Lovers/17892359.html
NEW INFO 3 I bought more on the dip today. 5081 total. Price rose AH to $12.38 (2.15%)
NEW INFO 2 Here is the full webinar.
https://icrinc.zoom.us/rec/play/9GWKdmOYumjWfZuufW3QXpe_FW_g--qeNbg6PnTjTMbnNTgLmCbWjeRFpQga1iPc-elpGap8dnDv8Zww.yD7DjUwuPmapeEdP?continueMode=true&tk=lEYc4F_FkKlgsmCIs6w0gtGHT2kbgVGbUju3cIRBSjk.DQIAAAAV8NK49xZWdldRM2xNSFNQcTBmcE00UzM3bXh3AAAAAAAAAAAAAAAAAAAAAAAAAAAA&uuid=WN_GKWqbHkeSyuWetJmLFkj4g&_x_zm_rtaid=kR45-uuqRE-L65AxLjpbQw.1611967079119.2c054e3d3f8d8e63339273d9175939ed&_x_zm_rhtaid=866
NEW INFO 1 Live merger webinar with PLBY and MCAC on Friday January 29, 2021 at 12:00 NOON EST link below
https://mcacquisition.com/investor-relations/press-release-details/2021/Playboy-Enterprises-Inc.-and-Mountain-Crest-Acquisition-Corp-Participate-in-SPACInsider-ICR-Webinar-on-January-29th-at-12pm-ET/default.aspx
Playboy going public: Porn, Gambling, and Cannabis
!!!WARNING READING AHEAD!!! TL;DR at the end. It will take some time to sort through all the links and read/watch everything, but you should.
In the next couple weeks, Mountain Crest Acquisition Corp is taking Playboy public. The existing ticker MCAC will become PLBY. Special purpose acquisition companies have taken private companies public in recent months with great success. I believe this will be no exception. Notably, Playboy is profitable and has skyrocketing revenue going into a transformational growth phase.
Porn - First and foremost, let's talk about porn. I know what you guys are thinking. “Porno mags are dead. Why would I want to invest in something like that? I can get porn for free online.” Guess what? You are absolutely right. And that’s exactly why Playboy doesn’t do that anymore. That’s right, they eliminated their print division. And yet they somehow STILL make money from porn that people (see: boomers) pay for on their website through PlayboyTV, Playboy Plus, and iPlayboy. Here’s the thing: Playboy has international, multi-generational name recognition from porn. They have content available in 180 countries. It will be the only publicly traded adult entertainment (porn) company. But that is not where this company is going. It will help support them along the way. You can see every Playboy magazine through iPlayboy if you’re interested. NSFW links below:
https://www.playboy.com/
https://www.playboytv.com/
https://www.playboyplus.com/
https://www.iplayboy.com/
Gambling - Some of you might recognize the Playboy brand from gambling trips to places like Las Vegas, Atlantic City, Cancun, London or Macau. They’ve been in the gambling biz for decades through their casinos, clubs, and licensed gaming products. They see the writing on the wall. COVID is accelerating the transition to digital, application based GAMBLING. That’s right. What we are doing on Robinhood with risky options is gambling, and the only reason regulators might give a shit anymore is because we are making too much money. There may be some restrictions put in place, but gambling from your phone on your couch is not going anywhere. More and more states are allowing things like Draftkings, poker, state ‘lottery” apps, hell - even political betting. Michigan and Virginia just ok’d gambling apps. They won’t be the last. This is all from your couch and any 18 year old with a cracked iphone can access it. Wouldn’t it be cool if Playboy was going to do something like that? They’re already working on it. As per CEO Ben Kohn who we will get to later, “...the company’s casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth.” Honestly, I stopped researching Scientific Games' sports betting segment when I saw the word ‘omni-channel’. That told me all I needed to know about it’s success.
“Our SG Sports™ platform is an enhanced, omni-channel solution for online, self-service and retail fixed odds sports betting – from soccer to tennis, basketball, football, baseball, hockey, motor sports, racing and more.”
https://www.scientificgames.com/
https://www.microgaming.co.uk/
“This latter segment has become increasingly enticing for Playboy, and it said last week that it is considering new tie-ups that could include gaming operators like PointsBet and 888Holdings.”
https://calvinayre.com/2020/10/05/business/playboys-gaming-ops-could-get-a-boost-from-spac-purchase/
As per their SEC filing:
“Significant consumer engagement and spend with Playboy-branded gaming properties around the world, including with leading partners such as Microgaming, Scientific Games, and Caesar’s Entertainment, steers our investment in digital gaming, sports betting and other digital offerings to further support our commercial strategy to expand consumer spend with minimal marginal cost, and gain consumer data to inform go-to-market plans across categories.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tMDAA1
They are expanding into more areas of gaming/gambling, working with international players in the digital gaming/gambling arena, and a Playboy sportsbook is on the horizon.
https://www.playboy.com/read/the-pleasure-of-playing-with-yourself-mobile-gaming-in-the-covid-era
Cannabis - If you’ve ever read through a Playboy magazine, you know they’ve had a positive relationship with cannabis for many years. As of September 2020, Playboy has made a major shift into the cannabis space. Too good to be true you say? Check their website. Playboy currently sells a range of CBD products. This is a good sign. Federal hemp products, which these most likely are, can be mailed across state lines and most importantly for a company like Playboy, can operate through a traditional banking institution. CBD products are usually the first step towards the cannabis space for large companies. Playboy didn’t make these products themselves meaning they are working with a processor in the cannabis industry. Another good sign for future expansion. What else do they have for sale? Pipes, grinders, ashtrays, rolling trays, joint holders. Hmm. Ok. So it looks like they want to sell some shit. They probably don’t have an active interest in cannabis right? Think again:
https://www.forbes.com/sites/javierhasse/2020/09/24/playboy-gets-serious-about-cannabis-law-reform-advocacy-with-new-partnership-grants/?sh=62f044a65cea
“Taking yet another step into the cannabis space, Playboy will be announcing later on Thursday (September, 2020) that it is launching a cannabis law reform and advocacy campaign in partnership with National Organization for the Reform of Marijuana Laws (NORML), Last Prisoner Project, Marijuana Policy Project, the Veterans Cannabis Project, and the Eaze Momentum Program.”
“According to information procured exclusively, the three-pronged campaign will focus on calling for federal legalization. The program also includes the creation of a mentorship plan, through which the Playboy Foundation will support entrepreneurs from groups that are underrepresented in the industry.” Remember that CEO Kohn from earlier? He wrote this recently:
https://medium.com/naked-open-letters-from-playboy/congress-must-pass-the-more-act-c867c35239ae
Seems like he really wants weed to be legal? Hmm wonder why? The writing's on the wall my friends. Playboy wants into the cannabis industry, they are making steps towards this end, and we have favorable conditions for legislative progress.
Don’t think branding your own cannabis line is profitable or worthwhile? Tell me why these 41 celebrity millionaires and billionaires are dummies. I’ll wait.
https://www.celebstoner.com/news/celebstoner-news/2019/07/12/top-celebrity-cannabis-brands/
Confirmation: I hear you. “This all seems pretty speculative. It would be wildly profitable if they pull this shift off. But how do we really know?” Watch this whole video:
https://finance.yahoo.com/video/playboy-ceo-telling-story-female-154907068.html
Man - this interview just gets my juices flowing. And highlights one of my favorite reasons for this play. They have so many different business avenues from which a catalyst could appear. I think paying attention, holding shares, and options on these staggered announcements over the next year is the way I am going to go about it. "There's definitely been a shift to direct-to-consumer," he (Kohn) said. "About 50 percent of our revenue today is direct-to-consumer, and that will continue to grow going forward.” “Kohn touted Playboy's portfolio of both digital and consumer products, with casino-style gaming, in particular, serving a crucial role under the company's new business model. Playboy also has its sights on the emerging cannabis market, from CBD products to marijuana products geared toward sexual health and pleasure.” "If THC does become legal in the United States, we have developed certain strains to enhance your sex life that we will launch," Kohn said. https://cheddar.com/media/playboy-goes-public-health-gaming-lifestyle-focus Oh? The CEO actually said it? Ok then. “We have developed certain strains…” They’re already working with growers on strains and genetics? Ok. There are several legal cannabis markets for those products right now, international and stateside. I expect Playboy licensed hemp and THC pre-rolls by EOY. Something like this: https://www.etsy.com/listing/842996758/10-playboy-pre-roll-tubes-limited?ga_order=most_relevant&ga_search_type=all&ga_view_type=gallery&ga_search_query=pre+roll+playboy&ref=sr_gallery-1-2&organic_search_click=1 Maintaining cannabis operations can be costly and a regulatory headache. Playboy’s licensing strategy allows them to pick successful, established partners and sidestep traditional barriers to entry. You know what I like about these new markets? They’re expanding. Worldwide. And they are going to be a bigger deal than they already are with or without Playboy. Who thinks weed and gambling are going away? Too many people like that stuff. These are easy markets. And Playboy is early enough to carve out their spot in each. Fuck it, read this too: https://www.forbes.com/sites/jimosman/2020/10/20/playboy-could-be-the-king-of-spacs-here-are-three-picks/?sh=2e13dcaa3e05
Numbers: You want numbers? I got numbers. As per the company’s most recent SEC filing:
“For the year ended December 31, 2019, and the nine months ended September 30, 2020, Playboy’s historical consolidated revenue was $78.1 million and $101.3 million, respectively, historical consolidated net income (loss) was $(23.6) million and $(4.8) million, respectively, and Adjusted EBITDA was $13.1 million and $21.8 million, respectively.”
“In the nine months ended September 30, 2020, Playboy’s Licensing segment contributed $44.2 million in revenue and $31.1 million in net income.”
“In the ninth months ended September 30, 2020, Playboy’s Direct-to-Consumer segment contributed $40.2 million in revenue and net income of $0.1 million.”
“In the nine months ended September 30, 2020, Playboy’s Digital Subscriptions and Content segment contributed $15.4 million in revenue and net income of $7.4 million.”
They are profitable across all three of their current business segments.
“Playboy’s return to the public markets presents a transformed, streamlined and high-growth business. The Company has over $400 million in cash flows contracted through 2029, sexual wellness products available for sale online and in over 10,000 major retail stores in the US, and a growing variety of clothing and branded lifestyle and digital gaming products.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
Growth: Playboy has massive growth in China and massive growth potential in India. “In China, where Playboy has spent more than 25 years building its business, our licensees have an enormous footprint of nearly 2,500 brick and mortar stores and 1,000 ecommerce stores selling high quality, Playboy-branded men’s casual wear, shoes/footwear, sleepwear, swimwear, formal suits, leather & non-leather goods, sweaters, active wear, and accessories. We have achieved significant growth in China licensing revenues over the past several years in partnership with strong licensees and high-quality manufacturers, and we are planning for increased growth through updates to our men’s fashion lines and expansion into adjacent categories in men’s skincare and grooming, sexual wellness, and women’s fashion, a category where recent launches have been well received.” The men’s market in China is about the same size as the entire population of the United States and European Union combined. Playboy is a leading brand in this market. They are expanding into the women’s market too. Did you know CBD toothpaste is huge in China? China loves CBD products and has hemp fields that dwarf those in the US. If Playboy expands their CBD line China it will be huge. Did you know the gambling money in Macau absolutely puts Las Vegas to shame? Technically, it's illegal on the mainland, but in reality, there is a lot of gambling going on in China. https://www.forbes.com/sites/javierhasse/2020/10/19/magic-johnson-and-uncle-buds-cbd-brand-enter-china-via-tmall-partnership/?sh=271776ca411e “In India, Playboy today has a presence through select apparel licensees and hospitality establishments. Consumer research suggests significant growth opportunities in the territory with Playboy’s brand and categories of focus.” “Playboy Enterprises has announced the expansion of its global consumer products business into India as part of a partnership with Jay Jay Iconic Brands, a leading fashion and lifestyle Company in India.” “The Indian market today is dominated by consumers under the age of 35, who represent more than 65 percent of the country’s total population and are driving India’s significant online shopping growth. The Playboy brand’s core values of playfulness and exploration resonate strongly with the expressed desires of today’s younger millennial consumers. For us, Playboy was the perfect fit.” “The Playboy international portfolio has been flourishing for more than 25 years in several South Asian markets such as China and Japan. In particular, it has strategically targeted the millennial and gen-Z audiences across categories such as apparel, footwear, home textiles, eyewear and watches.” https://www.licenseglobal.com/industry-news/playboy-expands-global-footprint-india It looks like they gave COVID the heisman in terms of net damage sustained: “Although Playboy has not suffered any material adverse consequences to date from the COVID-19 pandemic, the business has been impacted both negatively and positively. The remote working and stay-at-home orders resulted in the closure of the London Playboy Club and retail stores of Playboy’s licensees, decreasing licensing revenues in the second quarter, as well as causing supply chain disruption and less efficient product development thereby slowing the launch of new products. However, these negative impacts were offset by an increase in Yandy’s direct-to-consumer sales, which have benefited in part from overall increases in online retail sales so far during the pandemic.” Looks like the positives are long term (Yandy acquisition) and the negatives are temporary (stay-at-home orders).
https://www.sec.gov/Archives/edgadata/1803914/000110465921006093/tm213766-1_defa14a.htm
This speaks to their ability to maintain a financially solvent company throughout the transition phase to the aforementioned areas. They’d say some fancy shit like “expanded business model to encompass four key revenue streams: Sexual Wellness, Style & Apparel, Gaming & Lifestyle, and Beauty & Grooming.” I hear “we’re just biding our time with these trinkets until those dollar dollar bill y’all markets are fully up and running.” But the truth is these existing revenue streams are profitable, scalable, and rapidly expanding Playboy’s e-commerce segment around the world.
"Even in the face of COVID this year, we've been able to grow EBITDA over 100 percent and revenue over 68 percent, and I expect that to accelerate going into 2021," he said. “Playboy is accelerating its growth in company-owned and branded consumer products in attractive and expanding markets in which it has a proven history of brand affinity and consumer spend.”
Also in the SEC filing, the Time Frame:
“As we detailed in the definitive proxy statement, the SPAC stockholder meeting to vote on the transaction has been set for February 9th, and, subject to stockholder approval and satisfaction of the other closing conditions, we expect to complete the merger and begin trading on NASDAQ under ticker PLBY shortly thereafter,” concluded Kohn.
The Players: Suhail “The Whale” Rizvi (HMFIC), Ben “The Bridge” Kohn (CEO), “lil” Suying Liu & “Big” Dong Liu (Young-gun China gang). I encourage you to look these folks up. The real OG here is Suhail Rizvi. He’s from India originally and Chairman of the Board for the new PLBY company. He was an early investor in Twitter, Square, Facebook and others. His firm, Rizvi Traverse, currently invests in Instacart, Pinterest, Snapchat, Playboy, and SpaceX. Maybe you’ve heard of them. “Rizvi, who owns a sprawling three-home compound in Greenwich, Connecticut, and a 1.65-acre estate in Palm Beach, Florida, near Bill Gates and Michael Bloomberg, moved to Iowa Falls when he was five. His father was a professor of psychology at Iowa. Along with his older brother Ashraf, a hedge fund manager, Rizvi graduated from Wharton business school.” “Suhail Rizvi: the 47-year-old 'unsocial' social media baron: When Twitter goes public in the coming weeks (2013), one of the biggest winners will be a 47-year-old financier who guards his secrecy so zealously that he employs a person to take down his Wikipedia entry and scrub his photos from the internet. In IPO, Twitter seeks to be 'anti-FB'” “Prince Alwaleed bin Talal of Saudi Arabia looks like a big Twitter winner. So do the moneyed clients of Jamie Dimon. But as you’ve-got-to-be-joking wealth washed over Twitter on Thursday — a company that didn’t exist eight years ago was worth $31.7 billion after its first day on the stock market — the non-boldface name of the moment is Suhail R. Rizvi. Mr. Rizvi, 47, runs a private investment company that is the largest outside investor in Twitter with a 15.6 percent stake worth $3.8 billion at the end of trading on Thursday (November, 2013). Using a web of connections in the tech industry and in finance, as well as a hearty dose of good timing, he brought many prominent names in at the ground floor, including the Saudi prince and some of JPMorgan’s wealthiest clients.” https://www.nytimes.com/2013/11/08/technology/at-twitter-working-behind-the-scenes-toward-a-billion-dollar-payday.html Y’all like that Arab money? How about a dude that can call up Saudi Princes and convince them to spend? Funniest shit about I read about him: “Rizvi was able to buy only $100 million in Facebook shortly before its IPO, thus limiting his returns, according to people with knowledge of the matter.” Poor guy :(
He should be fine with the 16 million PLBY shares he's going to have though :)
Shuhail also has experience in the entertainment industry. He’s invested in companies like SESAC, ICM, and Summit Entertainment. He’s got Hollywood connections to blast this stuff post-merger. And he’s at least partially responsible for that whole Twilight thing. I’m team Edward btw.
I really like what Suhail has done so far. He’s lurked in the shadows while Kohn is consolidating the company, trimming the fat, making Playboy profitable, and aiming the ship at modern growing markets.
https://www.reuters.com/article/us-twitter-ipo-rizvi-insight/insight-little-known-hollywood-investor-poised-to-score-with-twitter-ipo-idUSBRE9920VW20131003
Ben “The Bridge” Kohn is an interesting guy. He’s the connection between Rizvi Traverse and Playboy. He’s both CEO of Playboy and was previously Managing Partner at Rizvi Traverse. Ben seems to be the voice of the Playboy-Rizvi partnership, which makes sense with Suhail’s privacy concerns. Kohn said this:
“Today is a very big day for all of us at Playboy and for all our partners globally. I stepped into the CEO role at Playboy in 2017 because I saw the biggest opportunity of my career. Playboy is a brand and platform that could not be replicated today. It has massive global reach, with more than $3B of global consumer spend and products sold in over 180 countries. Our mission – to create a culture where all people can pursue pleasure – is rooted in our 67-year history and creates a clear focus for our business and role we play in people’s lives, providing them with the products, services and experiences that create a lifestyle of pleasure. We are taking this step into the public markets because the committed capital will enable us to accelerate our product development and go-to-market strategies and to more rapidly build our direct to consumer capabilities,” said Ben Kohn, CEO of Playboy.
“Playboy today is a highly profitable commerce business with a total addressable market projected in the trillions of dollars,” Mr. Kohn continued, “We are actively selling into the Sexual Wellness consumer category, projected to be approximately $400 billion in size by 2024, where our recently launched intimacy products have rolled out to more than 10,000 stores at major US retailers in the United States. Combined with our owned & operated ecommerce Sexual Wellness initiatives, the category will contribute more than 40% of our revenue this year. In our Apparel and Beauty categories, our collaborations with high-end fashion brands including Missguided and PacSun are projected to achieve over $50M in retail sales across the US and UK this year, our leading men’s apparel lines in China expanded to nearly 2500 brick and mortar stores and almost 1000 digital stores, and our new men’s and women’s fragrance line recently launched in Europe. In Gaming, our casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth. Our product strategy is informed by years of consumer data as we actively expand from a purely licensing model into owning and operating key high-growth product lines focused on driving profitability and consumer lifetime value. We are thrilled about the future of Playboy. Our foundation has been set to drive further growth and margin, and with the committed capital from this transaction and our more than $180M in NOLs, we will take advantage of the opportunity in front of us, building to our goal of $100M of adjusted EBITDA in 2025.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
Also, according to their Form 4s, “Big” Dong Liu and “lil” Suying Liu just loaded up with shares last week. These guys are brothers and seem like the Chinese market connection. They are only 32 & 35 years old. I don’t even know what that means, but it's provocative.
https://www.secform4.com/insider-trading/1832415.htm
https://finance.yahoo.com/news/mountain-crest-acquisition-corp-ii-002600994.html
Y’all like that China money?
“Mr. Liu has been the Chief Financial Officer of Dongguan Zhishang Photoelectric Technology Co., Ltd., a regional designer, manufacturer and distributor of LED lights serving commercial customers throughout Southern China since November 2016, at which time he led a syndicate of investments into the firm. Mr. Liu has since overseen the financials of Dongguan Zhishang as well as provided strategic guidance to its board of directors, advising on operational efficiency and cash flow performance. From March 2010 to October 2016, Mr. Liu was the Head of Finance at Feidiao Electrical Group Co., Ltd., a leading Chinese manufacturer of electrical outlets headquartered in Shanghai and with businesses in the greater China region as well as Europe.”
Dr. Suying Liu, Chairman and Chief Executive Officer of Mountain Crest Acquisition Corp., commented, “Playboy is a unique and compelling investment opportunity, with one of the world’s largest and most recognized brands, its proven consumer affinity and spend, and its enormous future growth potential in its four product segments and new and existing geographic regions. I am thrilled to be partnering with Ben and his exceptional team to bring his vision to fruition.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
These guys are good. They have a proven track record of success across multiple industries. Connections and money run deep with all of these guys. I don’t think they’re in the game to lose.
I was going to write a couple more paragraphs about why you should have a look at this but really the best thing you can do is read this SEC filing from a couple days ago. It explains the situation in far better detail. Specifically, look to page 137 and read through their strategy. Also, look at their ownership percentages and compensation plans including the stock options and their prices. The financials look great, revenue is up 90% Q3, and it looks like a bright future.
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
I’m hesitant to attach this because his position seems short term, but I’m going to with a warning because he does hit on some good points (two are below his link) and he’s got a sizable position in this thing (500k+ on margin, I think). I don’t know this guy but he did look at the same publicly available info and make roughly the same prediction, albeit without the in depth gambling or cannabis mention. You can also search reddit for ‘MCAC’ and very few relevant results come up and none of them even come close to really looking at this thing.
https://docs.google.com/document/d/1gOvAd6lebs452hFlWWbxVjQ3VMsjGBkbJeXRwDwIJfM/edit?usp=sharing
“Also, before you people start making claims that Playboy is a “boomer” company, STOP RIGHT THERE. This is not a good argument. Simply put. The only thing that matters is Playboy’s name recognition, not their archaic business model which doesn’t even exist anymore as they have completely repurposed their business.”
“Imagine not buying $MCAC at a 400M valuation lol. Streetwear department is worth 1B alone imo.”
Considering the ridiculous Chinese growth as a lifestyle brand, he’s not wrong.
Current Cultural Significance and Meme Value: A year ago I wouldn’t have included this section but the events from the last several weeks (even going back to tsla) have proven that a company’s ability to meme and/or gain social network popularity can have an effect. Tik-tok, Snapchat, Twitch, Reddit, Youtube, Facebook, Twitter. They all have Playboy stuff on them. Kids in middle and highschool know what Playboy is but will likely never see or touch one of the magazines in person. They’ll have a Playboy hoodie though. Crazy huh? A lot like GME, PLBY would hugely benefit from meme-value stock interest to drive engagement towards their new business model while also building strategic coffers. This interest may not directly and/or significantly move the stock price but can generate significant interest from larger players who will.
Bull Case: The year is 2025. Playboy is now the world leader pleasure brand. They began by offering Playboy licensed gaming products, including gambling products, direct to consumers through existing names. By 2022, demand has skyrocketed and Playboy has designed and released their own gambling platforms. In 2025, they are also a leading cannabis brand in the United States and Canada with proprietary strains and products geared towards sexual wellness. Cannabis was legalized in the US in 2023 when President Biden got glaucoma but had success with cannabis treatment. He personally pushes for cannabis legalization as he steps out of office after his first term. Playboy has also grown their brand in China and India to multi-billion per year markets. The stock goes up from 11ish to 100ish and everyone makes big gains buying somewhere along the way.
Bear Case: The United States does a complete 180 on marijuana and gambling. President Biden overdoses on marijuana in the Lincoln bedroom when his FDs go tits up and he loses a ton of money in his sports book app after the Fighting Blue Hens narrowly lose the National Championship to Bama. Playboy is unable to expand their cannabis and gambling brands but still does well with their worldwide lifestyle brand. They gain and lose some interest in China and India but the markets are too large to ignore them completely. The stock goes up from 11ish to 13ish and everyone makes 15-20% gains.
TL;DR: Successful technology/e-commerce investment firm took over Playboy to turn it into a porn, online gambling/gaming, sports book, cannabis company, worldwide lifestyle brand that promotes sexual wellness, vetern access, women-ownership, minority-ownership, and “pleasure for all”. Does a successful online team reinventing an antiquated physical copy giant sound familiar? No options yet, shares only for now. $11.38 per share at time of writing. My guess? $20 by the end of February. $50 by EOY. This is not financial advice. I am not qualified to give financial advice. I’m just sayin’ I would personally use a Playboy sports book app while smoking a Playboy strain specific joint and it would be cool if they did that. Do your own research. You’d probably want to start here:
WARNING - POTENTIALLY NSFW - SEXY MODELS AHEAD - no actual nudity though
https://s26.q4cdn.com/895475556/files/doc_presentations/Playboy-Craig-Hallum-Conference-Investor-Presentation-11_17_20-compressed.pdf
Or here:
https://www.mcacquisition.com/investor-relations/default.aspx
Jimmy Chill: “Get into any SPAC at $10 or $11 and you are going to make money.”
STL;DR: Buy MCAC. MCAC > PLBY couple weeks. Rocketship. Moon.
Position: 5000 shares. I will buy short, medium, and long-dated calls once available.

Throughout its first 25 years, Major League Soccer has seen players from all different corners of the globe, each with their own career story. Whether it be a guy like Tim Melia or Chris Wondolowski who were scrappy guys that came out of nowhere to be stars in this league, or world famous names such as Zlatan, Beckham, and Henry, the league's history of big names is as diverse as they come.
Let's take a look at the best player from each country around the globe. This will be based on national team allegiance. Today, we'll be leading with Europe!
Please note that this is my opinion, and in some cases the decisions were tough; I'll be sure to add in honorable mentions where I can, or add notes.
Albania: Shkëlzen Gashi ( COL 2016-18)
Short list to pick from here, as Gashi's only competition is Jahmir Hyka and Hamdi Salihi. Gashi gets the nod, if nothing else, for his huge 2016 season, where he scored 10 regular season goals (one of which was that year's Goal of the Year) as the Rapids damn near won the Shield. The madlad then went and one-upped that with his absurd equalizer in the playoffs against the Galaxy.
His last two years weren't as fruitful, but man, when he was on he could pull something out of nowhere.
Armenia: Yura Movsisyan ( KC 2006-07, RSL 2007-09 & 2016-18, CHI 2018)
Four choices here, although in the end it's Movsisyan winning out over Harut Karapetyan, who played a couple seasons in the 90s for the Galaxy, San Jose, and Tampa Bay. The fourth pick in a strong 2006 MLS SuperDraft out of Pasadena City College, Movsisyan is mostly associated with RSL, who acquired him in a 2007 trade. With the Claret and Cobalt, he would tally 15 goals in 53 regular season appearances, and in 2009 he'd hoist the club's first MLS Cup. That'd be his last game with RSL until 2016 after some time in Europe with Randers, Krasnodar, and Spartak Moscow (even sharing the Russian PL Golden Boot in 2012/13 with Wanderson). He'd put up a similar clip of 16 in 57 before being waived and finishing his MLS career with four scoreless games with Chicago.
Austria: Daniel Royer ( NYRB 2016-pres.)
The choice here was largely Royer vs. Andreas Ivanschitz, who was a regular starter for Seattle's first MLS Cup, but I can't say no to a man with over 100 MLS matches played and three straight 10-goal seasons. In all comps, the former Austria Vienna man is just two goals behind Thierry Henry for third on the Red Bulls' all time goal scoring list.
Belarus: Sasha Gotsmanov ( COL 2005)
Gotsmanov qualifies by default as the only Belarusian player in MLS history. The Minsk native (and son of former Soviet and Belarusian international Sergei Gotsmanov) played one (1) single game for Colorado in October 2005, against RSL.
Belgium: Laurent Ciman ( MTL 2015-17, LAFC 2018, TFC 2019-pres.)
Shouts to Roland Lamah, who had his moments in Dallas, and Jelle van Damme, who played a season and a half for the Galaxy, but Ciman is the obvious choice. While he's fallen off a cliff as he's gotten older, he's a three-time All-Star and won Defender of the Year in his first MLS season; in his second, he played for Belgium at Euro 2016. At 35, he's lost a step and probably should only be used in emergencies, but at his best he was an elite MLS center back that could also be deployed at right back.
Bosnia & Herzegovina: Haris Medunjanin ( PHI 2017-19, CIN 2020-pres.)
The first one where I'm not totally confident in my pick, as Baggio Hušidić made this tricky (and as a Union fan I'm afraid of bias). But at his best, Haris is an assist machine (30 in four MLS seasons so far), and a threat on set pieces; the madlad even scored an Olimpico this year. His left foot is probably the best the Union have ever had. While his commitment to defense was nonexistent, give him the ball and he could spray a pass anywhere.
Bulgaria: Hristo Stoichkov ( CHI 2000-02, DC 2003)
One of three former Ballon d'Or winners to play in MLS (the others being Lothar Matthaus and Kaka, although "playing" is generous for the former), Stoichkov spent the last four seasons of his career in MLS, scoring 22 goals in 72 regular season matches for Chicago and DC. In his first season, a 9 goal in 18 match outing for the Fire, he also won the US Open Cup, scoring the opening goal of the final, a 2-1 win over Miami. (The winning goal, by the way, was scored by our old friend Owen Goal.)
Croatia: Damir Kreilach ( RSL 2018-pres.)
Mr. Miyagi's favorite MLS player for his crane kick equalizer in the playoffs, the former Rijeka and Union Berlin man has proven to be an excellent utility piece and core part of RSL throughout his time there, scoring 26 goals and chipping in 14 assists in 86 regular season matches and playing all over the damn place (naturally a central midfielder, he's probably still RSL's best forward). At 31, he still has a lot to give.
MLS has seen a huge influx of Croats lately, though; before Kreilach's 2018 signing there had only been four Croatian players in MLS history, two of whom barely played. Currently, there are five on active rosters.
Czechia: Luboš Kubík ( CHI 1998-2001, DAL 2001)
Czech players have had a good hit rate in MLS. In his lone MLS season, Bořek Dočkal led the league in assists, and Zdeněk Ondrášek was a very solid piece for Dallas, albeit one whose MLS time was brief.
But no. We have to go with Kubik. The sweeper was Best XI twice, in 1998 and 1999, and won Defender of the Year in 1998 helping Chicago to a MLS Cup-Open Cup double. He'd win another Open Cup two years later, before being traded to Dallas in 2001 and retiring due to injury.
So many lethal counterattacks started on the foot of this man, and he is rightfully seen as one of the greatest defenders the league has ever seen.
Denmark: Jimmy Nielsen ( KC 2010-13)
I debated going WAYYYYYYY off the board here and throwing out Miklos Molnar. His time in MLS was brief, just the 2000 season before he retired, but the man was the best attacking piece on a Cup winner. He could have balled out if he didn't retire early.
But nah. We're going with Casino Jimmy, one of the keys towards Kansas City's early 2010s turnaround. A two time All-Star, Nielsen was Goalkeeper of the Year in 2012, a year that also saw him win the Open Cup with the Wiz (on penalties, because KC and penalties, name a more iconic duo at this point). In 2013, he capped off his career by winning MLS Cup, again on penalties, while playing with broken ribs.
England: Bradley Wright-Phillips ( 2013-2019, LAFC 2020)
This league, man.
The list of English players to have represented in MLS is a long one, full of iconic names. Ashley Cole. David Beckham. Frank Lampard. Steven Gerrard. Jermain Defoe. Wayne Rooney. Hell, even Bradley's brother Shaun.
But nope. Many of those guys are the butt of many MLS jokes. BWP, on the other hand, is one of the greatest goal scorers the league has ever seen, with two Golden Boots to his name and well over a century of league goals. He was a part of 3 Shield winning teams, and made CONCACAF's Best XI in 2018.
And it all started with a quiet trial in 2013 after Charlton dumped him. This. League.
And This. Man. Even as a fan of Philly who doesn't care much for the Red Bulls, I respect this dude and everything he's done. I hope he gets another year after winning Comeback Player of the Year this year.
Estonia: Joel Lindpere ( NYRB 2010-12, CHI 2013)
The only other option here was Erik Sorga, who could dethrone Lindpere as he came to MLS at a very young age. But it's unlikely, as Lindpere was quietly very solid for the Red Bulls during his time. The Tallinn native was a two-time All-Star, and in 2010 he was named the Red Bulls' team MVP.
Finland: Alex Ring ( NYC 2017-2020, AUS pres.)
T O P I C A L
There's a few fairly talented Finns in MLS right now that could make this interesting (I really like Robin Lod's game, and Lassi Lappelainen would be excellent for Montreal if he'd stop getting hurt). Ring however has proven his worth across 4 seasons, including time as NYC's captain. Over 10,000 MLS minutes, mostly for good teams, as a defensive anchor, he will be a fantastic tone-setter for the new Austin team.
France: Thierry Henry ( NYRB 2010-14)
Oh man, as an Ireland fan I wanted to give this to literally anyone else. I am still bitter, dammit.
His best competition is probably Aurelien Collin, who has a closetful of trophies (including a Best XI and MLS Cup MVP). But no...it's Henry.
When a big name comes to MLS, what people want to see is someone who treats the league with respect. Henry did that. Not only was he dominant on the pitch, a three-time Best XI nomination, he also respected the history of the club he played for and gave 100%, even though he was getting up there in the years. He's a Red Bulls and MLS legend...as much as I curse that godforsaken hand
Georgia: Valeri "Vako" Qazaishvili ( SJ 2017-20)
It looks like the San Jose chapter of Vako's career is done and dusted. While the former Vitesse man struggled for consistency, he did put up 26 goals and 13 assists across four MLS seasons for the Quakes, including 10 while being coached by Mikael Stahre, which should probably get him and Wondo some sort of award.
We'll see what's next for him, if he leaves MLS or goes back to Europe. His only competition was Quakes teammate Guram Kashia.
Germany: Bastian Schweinsteiger ( CHI 2017-19)
I'm...actually not sure about this one. I actually changed this while writing, as I very nearly chose Julian Gressel; the former Rookie of the Year has two 10-assist seasons under his belt, and Kai Wagner has also been one of the league's better fullbacks for Philadelphia; Schweinsteiger was solid enough for Chicago in his advanced age for some very frustrating teams (and even moved positions to center back!)...but man, I don't know.
Germany is weird. For a country with such a great footballing tradition, the pickings are fairly slim. Arne Friedrich had one good year for Chicago before injuries claimed his career. Lottar Matthaus was as committed to this league as Schalke are to winning football matches. Stefan Aigner was stifled by Anthony Hudson going galaxy brain. Torsten Frings...existed.
I dunno.
Greece: Alexandros Tabakis ( ATL 2017)
The only Greek in MLS history...and our second one game wonder. Atlanta's FOURTH string keeper in 2017, he managed to sneak into a game against Minnesota with Brad Guzan on international duty, Alec Kann injured, and Kyle Reynish sent off during the match.
Atlanta lost 3-2. He's now in USL.
Hungary: Nemanja Nikolić ( CHI 2017-19)
Dániel Sallói and Krisztián Németh had their moments, but the winner is Nikolić, who came to MLS from the Ekstraklasa and immediately won the Golden Boot. His totals diminished in the three seasons he spent with Chicago, but 51 goals in 96 appearances isn't too shabby at all - it's second in Fire history behind Ante Razov.
Iceland - Guðmundur Þórarinsson ( NYC 2020-pres.)
Not much choice, 3 guys, all of whom were mostly bench guys. I almost went with Kristinn Steindorsson here on the merits of "he didn't have a penalty saved by Rodrigo Schlegel."
Israel: Gadi Kinda ( SKC 2020-pres.)
It was either him or Dedi Ben Dayan, really. And I nearly went with the former Colorado left back, but nah, Kinda is very much the superior player. The midfielder born in Ethiopia, Kinda shone brightly in his first season in KC, with 6 goals and 4 assists in his debut season. He'll be a DP next season.
Italy: Sebastian Giovinco ( TOR 2015-18)
A signing that changed an entire club.
Before Giovinco, the Reds were a laughingstock. He came in, won a Golden Boot and MVP right away, led the league in assists, made Best XI three years in a row, led them to their first playoff game, their first MLS Cup final, their first MLS Cup win, and a historic treble. And they damn near won CCL too.
The Atomic Ant was must-see from Day 1. It's not just because of him that Toronto is now one of MLS's elite...but he was a huge part of changing that culture. 83 goals in 142 games in all comps. And he dished out his fair share of assists too, with a telepathic partnership with Jozy.
Latvia: Raivis Hščanovičs ( TOR 2010)
Not much to write about here. 14 games for a bad Reds team. Gets in by default with no other Latvian MLS players.
Liechtenstein: Nicholas Hasler ( TOR 2017-18, CHI 2018-19, SKC 2019)
Another one by default. 66 games as a utilityman. Won MLS Cup and the Shield, though.
Lithuania: Vytautas Andriuškevičius ( POR 2016-18, DC 2018)
Only other choice was Edgaras Jankauskas, a forward who played 14 games for the Revs. Vytas played 37 for Portland and zero for DC.
Luxembourg: Maxime Chanot ( NYC 2016-pres.)
Another one by default but this one's an actually really solid player that finished fourth in Defender of the Year voting in 2019. We take those.
Malta: Etienne Barbera ( VAN 2012)
2 games in 2012. Only Maltese player in MLS.
Montenegro: Branko Bošković ( DC 2010-12)
Pretty much every other Montenegrin player played less than 20 games in MLS. Bošković played 43 before returning to Europe for family reasons. 7 assists in his final season though, which is technically something.
Netherlands: Johan Kappelhof ( CHI 2016-pres.)
Much like Germany, bright footballing tradition, very shaky MLS history. Which is weird because the Eredivisie exports a lot of guys to MLS.
Also, I'm excluding Kelvin Leerdam, as he is probably changing his international allegiance to Suriname.
So I'm going with 2017 All-Star Kappelhof, who I think is still fairly solid.
But really the choices aren't great. Dave van den Burgh? Roland Alberg scored a hat trick once I guess? Danny Koevermans was decent but injured all the time?
Maybe it's a hot take. It probably is.
North Macedonia: Oka Nikolov ( PHI 2013)
Never actually played, only in a friendly. Watch this space though as North Macedonia is apparently courting LAFC's Danny Musovski.
Northern Ireland: Johnny Steele ( RSL 2012, NYRB 2013-14)
Another case of shaky opposition, it was either Steele or Steve Morrow, who played 41 games for Dallas in the aughts.
Steele played regularly for a Shield winner, the 2013 Red Bulls. Easy peasy.
Norway: Vadim Demidov Ola Kamara ( CLB 2016-17, LAG 2018, DC 2019-pres.)
Adama Diomande is the main competition here. Kamara's first stint in MLS was a smashing success, scoring 48 goals in 90 regular season matches for Columbus and the Galaxy (he was traded for Gyasi Zardes before 2018). A brief foray to China followed, and while he's back in MLS with DC he hasn't quite been the same.
Still a good player on his day, maybe just the Bennyball effect.
Poland: Piotr Nowak ( CHI 1998-2002)
When I think of early Chicago, Nowak and the earlier-mentioned Kubik are the first two names that come to mind. Kubik held down the back while Nowak was the chief creator in the midfield. Three-time best XI, three-time All-Star, and MLS Cup MVP.
...can I drink my water now?
Portugal: José Gonçalves ( NE 2013-16)
Gonçalves fell off a cliff in his latter years, but in his first MLS season he won Defender of the Year and in his second he was a key part of a team that made the MLS Cup final and damn near won the thing.
Runner up here is Nani who is probably closing in.
EDIT: I also forgot to mention Pedro Santos, thanks to the Crew fans who pointed that one out. I still think Gonçalves pips him for his 2013 if nothing else, but Santos is probably closer than Nani.
Republic of Ireland: Robbie Keane ( LAG 2011-16)
A LOT closer than you think; Time Person of the Century Juventus legend Ronnie O'Brien was two-time best XI himself.
But nonono. This is Robbie freaking Keane. When we see these big name Euro guys interested in MLS, this is the man we want them to be.
Hypercompetitive and holding guys accountable on and off the pitch, and scoring for fun. 83 goals in 125 MLS regular season appearances. Best XI four times. 2014 MVP. MLS Cup MVP in 2014. A closetful of team awards including 3 MLS Cups.
This man was a baller, and frankly his departure was the beginning of the Galaxy decline into irrelevance, but that's a story for another time.
Romania: Alexandru Mitriță ( NYC 2019-pres.?)
Question mark because he's on loan and I have no idea if it'll be permanent, but he was punted out by the Pigeons just as he was really starting to break out. He scored 12 goals in his debut season last year but filled in nicely this year while Maxi Moralez was injured. EDIT: NYC fans have informed me he wasn't punted out, but was loaned out to be closer to his pregnant wife. My apologies.
Honorable mention: Alex Zotincă, who played for the Wizards and Chivas USA in the aughts. Brave man.
Russia: Igor Simutenkov ( KC 2002-04)
Not a lot to pick from here either. 49 games, 12 goals for this forward from Moscow, who now serves as an assistant coach at Zenit.
Scotland: John Spencer ( COL, 2001-04)
Give Johnny Russell another few years and he'll pass Spencer, but for now I'm leaning the latter. Spencer as a coach was frustrating as hell, but as a player he was Best XI twice and an MVP finalist once. Dude could score goals despite battling injuries in his time in MLS.
Just don't let him sign Kris Boyd. Then you lose to Cal FC. No one wants that.
Serbia: Aleksandar Katai ( 2018-19, 2020)
FROM A SPORTING PERSPECTIVE.
And mostly due to a weak pool. Runner up was probably someone like Miloš Kocić.
18 goals in 62 games for Chicago before getting yeeted back to Serbia for Bad People Reasons
Slovakia: Albert Rusnák ( RSL 2017-pres.)
He has tenure on Ján Greguš, who's the closest competitor, but Rusnák is also good. He followed up a 14-assist debut season (4th in the league) with back to back 10 goal seasons before struggling this year with injury.
Slovenia: Robert Berić ( CHI 2020-pres.)
Once he got acclimated to MLS, the goals came, and Chicago has its successor to Nikolić up top. He finished with 12 goals in his debut season, tied for second in the league with Ruidiaz and Zardes.
Also, from what I saw early on, seems like he's a dark-arts type of guy that gets in your head. That's fun.
Spain: David Villa ( NYC 2015-18)
I really didn't want to put him here due to recent allegations, and the fact that Pozuelo has already matched his MVP and two Best XI performances....
77 goals in 117 games though, that's tough to pass on.
Sweden: Zlatan Ibrahimović ( LAG 2018-19)
It's Zlatan.
He pretty much dragged a sorry LA organization to something resembling competitiveness.
What the hell did you expect?
(Anton Tinnerholm made this hard, though)
EDIT: Forgot Gustav Svensson as well in my honorable mentions.
Switzerland: Stefan Frei ( TOR 2009-13, SEA 2014-pres.)
Pretty self-explanatory, one of the most accomplished keepers in MLS history and with a closetful of hardware. And all it took Seattle to get him was a late first round pick that pinged around so much that it was eventually traded for a coach.
Turkey: Sercan Güvenışık ( SJ 2012)
5 games that year. No one else has flown the Turkish flag in MLS.
Ukraine: Dema Kovalenko ( CHI 1999-2002, DC 2002-05, NYRB 2006-08, RSL 2008, LAG 2008-10)
I'm afraid he'd break my legs if I didn't. One of the most physical and downright dirty players the league has ever seen. Made nearly 300 appearances though, and has one each of the 3 major US trophies (MLS Cup, USOC, Shield), all with a different team.
Wales: Andy Dorman ( NE 2004-07, 2013-15)
Dorman was a key part of that real good Revs team from the mid-aughts, and just beats out Carl Robinson. He made 112 appearances in his first stint, and played in 3 MLS Cup finals, though they famously lost all three. The Revs brought him back in 2013 after some time in Scotland and England, and was playing semipro in the area as recently as 2018.