This theory cast brings in story points from George RR Martin’s A Song of Ice and fire and The World of Ice and Fire. It is recommended that you read all books before listening.
Otherwise Matt presents the reddit article “The Great Theory of the Dawn part 1” by MrM0bius.
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Thanks to Terran for the theory submission and read the theory for yourself at https://www.reddit.com/r/asoiaf/comments/3o4v0x/spoilers_all_the_great_theory_of_the_dawn_part_1/