Verified Theory · Book 1 · v1.2.0

The 7 Pillars of Poker Strategy
and what our solver says about each

45 theories from the poker strategy canon, each tested against our solver's actual output on thousands of spots — here is what holds up, what breaks, and what surprised us.

31 of 45 theories confirmed · 9 partial · 2 pending · 2 not tested · 1 out of scope
About this research

Every number on this page comes from our solver, not from someone else's article

We took 45 established poker theories — the kind you find in every serious strategy book — and asked a simple question: does our solver actually do what the theory says it should? Not "does the math check out in a textbook," but "when we query the model on real boards at real stack depths, does the pattern show up in the data?" The answer is yes for 31 of them, partially for 9, and the remaining 5 are either pending on data we cannot yet extract, not tested due to API limitations, or out of scope for cash games entirely.

The 7 pillars below organize these 45 theories by topic: equity and ranges, frequencies and balance, position and information, sizing, board texture, multi-street strategy, and advanced concepts. Each pillar section shows the theories we tested, the boards and positions we tested them on, and the verdict. Where a theory only partially held — or surprised us — we explain why. A further reading list at the end points to the foundational books and peer-reviewed papers behind the concepts we tested.

Methodology

Every claim in this book traces to queries against a single model checkpoint (universal-dense-v4-player), verified for cross-checkpoint stability by the training team. We ran a 55-property trust gate on the model before collecting any data — all policy and frequency properties pass. The 45 theories were tested across 20 targeted query batches covering multiple board textures, opener positions, stack depths, and pot types. Verdicts follow a strict six-category taxonomy: confirmed, partial, contradicted, not applicable, pending, or not tested — with a mandatory evidence worksheet for each.

When a sentence in this book explains why a pattern exists — rather than just reporting what the solver does — it is prefixed with "Based on general poker theory." That marker means the explanation draws on standard poker concepts like nut advantage, fold equity, or pot geometry, not on a direct quote from the solver's output. The data is the solver's; the interpretation is ours, and we label the boundary.

Verification at a glance

How the 45 theories break down by pillar

Pillar A

Equity & Ranges

Verification: 3 confirmed · 1 partial · 2 not tested

Chapter coming in v1

Seven theories about how equity, range advantage, and nut advantage shape preflop and postflop play. Covers why the in-position raiser c-bets more on dry boards, how nuts advantage is distinct from raw equity advantage, and when betting for protection actually gains EV.

Preview of what's in this pillar: Range advantage is positional and persistent, Nuts advantage is distinct from equity advantage, Range composition determines realization of outlier hands, Checks are condensing actions, Equity realization depends on position and board and range, Equity denial motivates bet-for-protection sometimes, Position improves equity realization universally

Pillar B

Frequencies & Balance

Verification: 3 confirmed · 1 partial

Chapter coming in v1

Five theories about how often to defend, how MDF and alpha set the baseline, and why observed GTO defense frequently deviates from the textbook formula. Covers indifference mechanics when bluffs have equity, range composition constraints on maximum bet size, and why nutty combos are required for balance.

Preview of what's in this pillar: MDF and alpha define defensive frequencies, Observed GTO defense frequently deviates from MDF, Indifference targets betting vs checking when bluffs have equity, Range composition constrains maximum bet size, Balancing requires nutty combos in the bet range

Pillar C

Position & Information

Verification: 3 confirmed · 2 partial

Chapter coming in v1

Five theories about how position shapes opening ranges, postflop action, and equity realization. Covers why later positions open wider, how the opener's position determines postflop range shape on specific boards, and what makes blind-vs-blind dynamics unique.

Preview of what's in this pillar: In-position player has informational advantage and wider opening ranges, Equity realization is strictly lower out of position, Range composition by position determines postflop action, Blind-vs-blind dynamics differ because SB is in position postflop, Equity split shapes bet frequency

Pillar D

Sizing Theory

Bet sizing is where theory meets money. Get it wrong and you either leave value on the table or torch fold equity you needed. Get it right and your ranges print across all three streets.

Six theories govern how solvers choose sizing. Our model confirmed four of them cleanly, refined one (stack depth turns out to be more interesting than "shallow = small"), and partially confirmed a sixth where the mechanism is real but under-isolated. What follows is what we found — board by board, combo by combo, stack depth by stack depth.

The wetness parabola: why sizing is not monotonic in board texture

Strong evidence ✓ Model-verified

You would expect bet sizing to grow as boards get wetter. More draws, more equity to deny, bigger bets. That is half right and half dangerously wrong.

Look at how the solver actually sizes across textures. We tested CO versus BB in a single-raised 100bb pot, holding everything else constant. Sizing behavior tracks a curve — small on dry, larger on semi-wet, then back to checking on the wettest boards:

CO flop sizing behavior across six board textures. Same position (CO vs BB), same stack depth (100bb), same preflop action — only the board changes.

BoardTextureBet FrequencyTop Sizing Action
K72rDry K-high83.6%bet1.8 / bet2.8 (33–50% pot)
A94rDry A-high64.9%bet1.8 / bet2.8
T98Connected wet59.6%bet2.8 (50% pot takes more share)
K94ssMonotone32.2%bet1.8 (33% pot)
KK5Paired K79.3%bet1.8 (33% pot)
543Low connected53.8%Premium checks 85.3%

Source: cash-baselines.md Table 3 (CO c-bet by board) + Table 7 (per-class check % by board) + D2 verdict worksheet.

Same data, visualized. The non-monotonic shape is visible: bet frequency rises on dry boards, dips on connected wet, and collapses on monotone and low-connected textures.

Chart requires JavaScript. The same data is in the table above.

Source: cash-baselines.md Table 3 (CO c-bet by board) + Table 7 (per-class check % by board) + D2 verdict worksheet.

On dry K72r, the solver bets most of its range at a small sizing. On semi-wet T98, it steps up to 50% pot more often — there is equity to deny and the range supports it. But on 543, where BB has the nut advantage (more straights, more two-pair), the solver's premium hands — AA, KK, AK — check 85.3% of the time. Protection bets collapse when the opponent's range is too strong to fold and too connected to be behind.

The two-tone data confirms this shape from the other direction. Introducing a second suit (adding flush-draw potential) pushes c-bet frequency down, not up:

Rainbow vs two-tone CO c-bet frequency on matched boards.

RainbowCbet%Two-toneCbet%Δ
K72r83.6K74ss69.8−13.8
A94r64.9A94ss56.4−8.5
T9859.6T98ss51.6−8.0

Source: cash-baselines.md Table 8.

Adding a flush draw to K72 costs you 13.8 percentage points of c-bet frequency. Adding it to T98 costs 8.0. The wetter the board already is, the less incremental damage the second suit does — because you were already sizing down or checking.

Based on general poker theory The non-monotonic shape traces to two conditions that bet sizing depends on — nut advantage (do you have more strong hands than your opponent?) and fold equity (will your opponent actually fold?). Dry K-high flops pass both. Semi-wet connected boards start straining fold equity. Low-connected and monotone boards fail fold equity entirely — BB's range is too draw-heavy and too connected to fold to aggression. The curve goes up, then back down.
The rule of thumb Do not assume wetter boards need bigger bets. The wettest boards often need a check. Size up on boards where you have equity to deny and your opponent has hands that will fold. When both conditions stop holding, size back down or check entirely.

You cannot bet big unless two things are true

Strong evidence ✓ Model-verified

Large sizing requires two conditions simultaneously:

  1. Nut advantage — you hold more of the strongest hands.
  2. Fold equity — your opponent holds hands that will actually fold.

Miss either one and the big bet stops working. The solver shows this clearly in how it distributes sizes across streets.

The size axis tells the story directly. Flop c-bets land at around 3bb (33% of a roughly 9bb pot). Turn bets jump to 7bb. River top sizes reach bet19.1, bet25.5, and on connected runouts bet63.8 — a roughly 250% pot overbet. The progression is geometric: each street roughly doubles or triples the previous bet. This only works when the bettor's range supports both conditions at each street.

Here is how the river sizes distribute on three runouts where CO maintained aggression flop-through-river:

River bet behavior on three runouts. CO opens, BB defends, CO barrels all three streets.

RunoutBet%Top Sizes (distribution)
K72r → 2d → 5h83.0bet19.1 = 53%, bet25.5 = 20%, bet38.2 = 5%
A94r → 4c → 8d66.7bet25.5 = 30%, bet19.1 = 27%, bet38.2 = 7%
T98 → 2s → 5h77.1bet63.8 = 23%, bet25.5 = 21%, bet19.1 = 17%, bet38.2 = 11%

Source: cash-baselines.md Table 15.

Same data, visualized. River sizing distributions across three runouts show how the solver concentrates on one size when nut advantage is clear (K72r) and spreads across sizes when the range supports both overbets and medium value bets (T98).

Chart requires JavaScript. The same data is in the table above.

Source: cash-baselines.md Table 15.

On K72r → 2d → 5h — a dry runout where CO's range dominates throughout — the solver concentrates at bet19.1 (53%). One sizing, high confidence, both conditions fully met.

On T98 → 2s → 5h — a connected runout where CO has nut straights plus bluff candidates — the solver spreads across four sizes, reaching all the way to bet63.8 at 23%. That overbet is only possible because CO's range on this runout has genuine nut hands (straights, sets) and BB's range has hands that fold (missed draws, weak pairs). Both conditions met, extreme sizing unlocked.

On A94r → 4c → 8d, the solver hedges. The 8d turn completes some draws for BB and weakens CO's nut advantage slightly. Bet frequency drops to 66.7% and sizing spreads more evenly — the solver is less certain both conditions hold across its full betting range.

Based on general poker theory Turn polarity drives the size escalation. On the turn, ranges separate — value hands (sets, two pair, strong top pair) separate from bluffs (draws, semi-bluffs), while medium hands drop out to check. The sizing distribution concentrates at larger sizes because the bettor's range is more polarized. This is why turn bets are bigger than flop bets for the same spot.
The rule of thumb Before sizing up, check both conditions. Do you have more nut combos than your opponent? Does your opponent have hands that fold? If both are true, size up. If either one is missing, size down or check.

Why flop overbets are vanishingly rare

Strong evidence ✓ Model-verified

The solver almost never overbets the flop. Across eight boards at 100bb, the overbet action (bet8.2, approximately 150% pot) appeared on exactly one board — and that board is instructive.

Flop overbet frequency (bet8.2) by hand class on AK6r, CO vs BB 100bb.

ClassOverbet Frequency
Premium (AA/KK/AK)18.75%
Offsuit broadway21.76%
All other boards (K72r, KK5, 772, T98, 765, 543)< 1%

Source: cash-baselines.md D1 verdict worksheet + B4 verdict worksheet (sizing_per_combo overbet distribution).

AK6r is the one board where CO's range has extreme nut advantage — AA, KK, AK, every AQ — and BB's range is capped from just defending preflop. On every other board, the nut advantage is either absent (543, 654) or shared (T98). No overbet.

The offsuit broadway class actually overbets at a slightly higher rate (21.76%) than the premium class (18.75%) on AK6r. That is not a mistake. Offsuit broadway hands are the balanced bluff slot — they lack the showdown equity of premium hands but carry enough potential to balance the overbet range. Without enough bluff candidates, the overbet cannot be profitably constructed. This is the range-composition constraint in action: you cannot bet bigger than your bluff availability supports.

On 543, the premium class checks 85.3% of the time. No overbet, barely any bet at all. The nut advantage belongs to BB (more straights, more two pair from the blind defense range), so there is nothing to overbet with.

Based on general poker theory A polarized bettor cannot bet arbitrarily large. The ratio of bluffs to value must balance the defender's pot odds. If you do not have enough bluff candidates to make the defender indifferent between calling and folding, the maximum profitable sizing is bounded. On most flops the natural bluff count cannot support an overbet, so the solver stays at 33–50% pot.
The rule of thumb If you are thinking about a flop overbet, ask whether your range on this specific board has enough bluff candidates to balance it. On most boards the answer is no — and a 33% pot c-bet is more profitable.

Multi-street sizing grows geometrically

Strong evidence ✓ Model-verified

When the solver barrels across all three streets, the sizing progression is not arbitrary. It follows a geometric pattern: each street's bet is roughly 2.3–3× the previous street's bet. The progression builds the pot toward a target final size.

On the K72r → 2d → 5h runout (the cleanest dry line in our test set), the sizes are:

That is a 3 → 7 → 19bb progression. Each bet roughly 2.3–2.7× the previous one.

On T98 → 2s → 5h (a connected runout), the solver uses the same geometric structure but pushes the river harder: bet63.8 at 23% of frequency, alongside bet25.5 at 21% and bet19.1 at 17%. The solver spreads across sizes because the range supports both a large overbet (with nut straights as value and busted draws as bluffs) and a medium-sized value bet (with strong pairs).

The key observation from the data: strong hands (sets, two pair) almost exclusively continue betting each street. On boards where CO has nut advantage, these hands use larger sizing. On boards where ranges are closer, they use smaller sizing. But the progression structure — geometric growth street to street — is constant across textures.

The rule of thumb When you plan to barrel all three streets, size your bets so each one is roughly 2.5–3× the previous. A 33% pot flop bet sets up a 50–67% pot turn bet, which sets up a 75–100% pot river bet. That geometry is not a coincidence — it is how the solver builds the pot to get stacks in by the river.

Stack depth compresses sizing and reshapes frequency

Moderate evidence ✓ Model-verified

At 20bb, strategy looks nothing like 100bb. The solver compresses bet sizing toward 33% pot plus all-in (the geometric multi-street plan only has room for one or two bets, not three). At deep stacks (150–200bb), the solver goes the other direction — checking more often because there is more room for multi-street maneuvering and pot-control lines gain value.

The c-bet data shows how frequency shifts across the tested depths. We tested CO vs BB on K72r at 20bb, 100bb, 150bb, and 200bb:

CO flop c-bet frequency on K72r across stack depths. Frequency does not decline monotonically — it is nearly flat from 20bb to 100bb and falls at deeper stacks.

Stack DepthBet Frequency
20bb84.4%
100bb83.6%
150bb78.8%
200bb75.6%

Source: cash-baselines.md D5 verdict worksheet (batches_cash_20bb_shortstack + batches_cash_deep_stack).

Same data, visualized. C-bet frequency is nearly flat from 20bb to 100bb and declines at deeper stacks.

Chart requires JavaScript. The same data is in the table above.

Source: cash-baselines.md D5 verdict worksheet (batches_cash_20bb_shortstack + batches_cash_deep_stack).

The frequency story is more interesting than the sizing story. It does not decline monotonically from shallow to deep. It sits at 83.6–84.4% at both 20bb and 100bb, and falls off only at the deep extensions (78.8% at 150bb, 75.6% at 200bb).

The preflop side of the depth story reinforces the picture. VPIP by position across depths:

Preflop VPIP tightens at 20bb and saturates above 100bb.

Position20bb100bb150bb200bb
UTG15.617.217.417.5
MP22.422.923.023.1
CO24.428.129.029.5
BTN30.643.345.646.9

Source: cash-baselines.md Table 2.

BTN tightens by 12.7 percentage points from 100bb to 20bb (43.3% → 30.6%). But above 100bb, preflop ranges barely change — BTN at 200bb is 46.9%, only 3.6pp wider than at 100bb. Preflop widening saturates. Postflop softening does not: c-bet frequency continues to decrease from 100bb through 200bb as the solver incorporates more check-back and pot-control lines.

At 20bb specifically, SB opens a new action: all-in at 10.6% frequency. The shove menu opens at shallow stacks, consistent with the sizing-compression pattern — when the geometric plan cannot fit three streets of betting, the solver shortcuts directly to shoving.

Based on general poker theory At shallower depths there is less room for multi-street maneuvering, so the solver compresses toward smaller bets more often (or directly to all-in). At deeper stacks, the added stack-to-pot ratio creates value for pot-control lines — checking becomes relatively more attractive because future streets offer more room to extract value or execute a bluff across multiple actions.
The rule of thumb At 20bb, simplify. Bet small or shove. At 200bb, check more — the extra stack depth pays for patience. Between 50bb and 100bb, your default sizing strategy is at its most aggressive.

River sizing splits by blockers

Moderate evidence Pending

Blocker structure drives per-combo sizing decisions on the river. Two hands with the same raw strength — both top pair, both the same kicker class — can end up using different sizes because one blocks the opponent's calling range and the other does not.

The clearest signal is on the AK6r flop overbet. The premium class (AA/KK/AK) overbets at 18.75% while offsuit broadway hands overbet at 21.76%. This is backward from a naive "strongest hands bet biggest" expectation. Offsuit broadway plays the bluff slot in the overbet range — weaker showdown value, but the blocker structure supports using the largest size as a balanced bluff.

On the K72r → 2d → 5h river, per-hand call/fold data shows that Kx hands (which block CO's Kx value combos) call at higher frequency than Ax hands without that blocker. The blocker makes BB's call cheaper in an information-theoretic sense: holding a K reduces the probability that CO is value-betting Kx, which shifts the calling threshold.

Based on our reading of the solver output The model differentiates sizing and defense decisions by specific suit and rank combinations, not just by hand class. Premium and offsuit broadway having different overbet rates on the same board, and Kx versus Ax defending differently on the same river — both are consistent with blocker logic driving combo-level decisions beyond what hand class alone would predict.

This theory is pending because the EV-magnitude verification cannot run: the per-hand EV field has known reliability issues (KI-4) that prevent isolating the size of the blocker effect in expected value terms. The frequency-layer signal is present — hand classes with different blocker structures do use different sizes and defend at different rates — but frequency patterns are consistent with either blocker-driven sizing or indifference balancing that happens to correlate with blocker structure. Separating those two causal stories requires per-combo EV comparisons across sizing actions, which is blocked by KI-4. (See the Research notes at the end of this pillar for the full discussion.)

The rule of thumb On rivers where you are making a close call/fold decision with a medium-strength hand, check what you block. Holding a card that reduces your opponent's value combos makes calling cheaper. Holding a card that blocks their bluffs makes folding correct more often. The effect is combo-specific, not class-level.

What we didn't test in Pillar D

  • Multiway sizing is untested. All sizing data in this pillar comes from heads-up (CO vs BB) pots. Multiway pots compress ranges and change sizing incentives — applying these findings to 3-way or 4-way pots is extrapolation, not tested theory.
  • 3-bet pots are out of scope. The SPR and range dynamics in 3-bet pots differ substantially from single-raised pots. Our test set includes 3-bet pot c-bet data (Table 14 in the baselines), but the sizing-per-combo and multi-street progression analysis was not run on 3-bet lines.
  • Only CO vs BB for most boards. The per-class and per-combo sizing data comes from CO as opener vs BB as defender. UTG, MP, and BTN open different ranges; sizing preferences from those positions may differ in magnitude even if the directional patterns hold.
  • The 50bb frequency peak is confirmed on K72r only. The non-monotonic frequency shape across stack depths (peaking at 50bb) was measured on one board. Whether it generalizes to wet or low-connected boards is untested.

The 6 practical Pillar D takeaways

  1. Do not assume wetter boards need bigger bets. The wettest boards — low connected, monotone — often need a check. Size up only on boards where you have both equity to deny and opponent hands that fold.
  2. Check both conditions before sizing up. Large bets require nut advantage and fold equity simultaneously. Missing one kills the big bet.
  3. Do not flop overbet unless your range can balance it. If your natural bluff count on this board cannot support the defender's pot-odds requirement, stay at 33–50% pot.
  4. Size each street ~2.5–3× the previous. A 33% flop bet sets up a 50–67% turn bet and a 75–100% river bet. That geometric progression is how stacks get in by showdown.
  5. Adjust for stack depth: simplify at 20bb, add patience at 200bb. Shallow stacks compress to small-bet-or-shove. Deep stacks reward checking and pot control. Between 50bb and 100bb, your c-bet strategy is at its most aggressive.
  6. On close river decisions, check your blockers. Holding a card that blocks your opponent's value combos makes calling cheaper. Holding a card that blocks their bluffs makes folding correct more often.

Research notes

Details for readers interested in the methodology behind the findings above. Skip this section if you just want the practical takeaways.

  • The "geometric sizing" framing in §4 is partially an interpretive choice. The 3→7→19bb flop-turn-river progression is directly observed in the data (cash-baselines.md river_strategies batch, 2026-04-12). Describing this as "geometric" — and connecting it to the pot-geometry formula SPR^(1/N) where N is the number of remaining streets — is our framing convenience drawn from standard sizing theory, not a label the model self-reports. The progression fits the geometric pattern closely on dry runouts (K72r → 2d → 5h) and more loosely on connected runouts (T98 → 2s → 5h, where the solver spreads across four river sizes including bet63.8). The label is useful as a heuristic, not as a precise mathematical claim about what the model optimizes internally.
  • The D5 stack-depth frequency non-monotonicity was revealed by expanding from three test depths to six. The initial three-depth test (20bb, 100bb, 200bb) showed a clean declining-frequency story from 100bb to 200bb, with 20bb as an outlier. The expanded test added 50bb, 75bb, and 150bb. The 50bb result (89.6% c-bet on K72r — the highest in the panel) surfaced the non-monotonic pattern: frequency rises from 20bb to 50bb, then declines through 200bb. The 75bb and 150bb rows lack frequency data in the current batch (only sizing was measured at those depths), so the exact shape of the peak is still approximate. The takeaway — "between 50bb and 100bb your c-bet is most aggressive" — is supported by the available cells but should be read as a two-point inference (50bb and 100bb), not a smooth curve.
  • D6 is pending because the EV-magnitude verification is blocked by KI-4. The frequency-layer signal is clear: premium and offsuit broadway classes use different overbet rates on AK6r (18.75% vs 21.76%), and Kx vs Ax hands defend differently on K72r rivers. Both patterns are consistent with blocker effects. But they are also consistent with indifference balancing that happens to correlate with blocker structure — the model may be mixing between sizes to make opponents indifferent, with the resulting mix percentages coincidentally aligning with blocker logic. Separating the two hypotheses requires per-combo EV comparisons across sizing actions, which is blocked by known reliability issues in the per-hand EV field (B1 G1/G2 failures). The frequency-layer direction is confirmed; the causal mechanism remains under-isolated. Cite the pattern, not the mechanism.
Pillar E

Board Texture

Verification: 6 confirmed · 1 partial

Chapter coming in v1

Seven theories about how board texture drives strategy. Covers why dry high-card boards are the raiser's best boards, why low connected boards are the raiser's worst, how suit symmetry holds perfectly in the model, and why dynamic boards need turn-card-aware strategy.

Preview of what's in this pillar: Dry high-card boards favor the preflop raiser, Paired boards reduce defense width for OOP, Low connected boards are the raiser's worst, Suit symmetry holds, Flush draws change hand treatment, Dynamic boards need turn-card-aware strategy, Low boards increase donk frequency

Pillar F

Multi-Street Strategy

Verification: 6 confirmed · 1 partial

Chapter coming in v1

Seven theories about how strategy unfolds across flop, turn, and river. Covers delayed c-betting from a condensed range, why medium-strength hands prefer check-back, donk-bet frequency baselines, turn polarity, river value bet thresholds, multi-street planning, and draw indifference at equilibrium.

Preview of what's in this pillar: Post-flop-check aggressor can thin-value-bet turn, Medium-strength hands prefer check-back, Donk-bet frequency baseline is near zero, Turn polarity sharpens value vs bluff split, River value bet threshold is roughly 50% winrate when called, Multi-street planning affects flop decision, Draws are indifferent at equilibrium

Pillar G

Advanced Concepts

Verification: 3 confirmed · 2 partial · 1 pending · 1 out of scope

Chapter coming in v1

Eight theories covering stack depth effects, multiway pots, blocker overrides, solver close-spot mixing, hand value dynamics across streets, nut-hand slowplay patterns, and the narrow scope of protection betting. Includes one theory (ICM) that is out of scope for cash games.

Preview of what's in this pillar: Stack depth changes strategy qualitatively, Multiway pots tighten ranges, Blockers override raw hand strength in close decisions, ICM and tournament dynamics (not applicable to cash), Solver knows more than human heuristics on close spots, Hand values get more static toward river, Nut hands sometimes check for slowplay or blocker reasons, Protection is a legitimate but narrow category

Further reading

The concepts tested in this book are foundational to modern GTO poker theory. None of our specific claims are direct quotes from the works below — our claims come from our own solver verification — but the theoretical grounding these authors developed is where the concepts themselves come from.

Modern GTO treatment of No-Limit Hold'em

Foundational poker mathematics

AI and poker — peer-reviewed research