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Game Theory

Frank is Losing His Mind…

09 Jan 2026

Transcription

Chapter 1: What happens to Frank in the Welcome Home update?

0.031 - 12.032 MatPat

Frank is being removed from Welcome Home. A new update is here and he is the one under the microscope, with his deepest darkest fears revealing that his fate may be worse than all the others.

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13.835 - 42.171 MatPat

hello internet welcome to game theory the show that always remembers to wave up high and if you're familiar with that phrase you know that means there's been an update to one of our favorite args welcome home a mysterious 70s kids show that we've been breaking down update by update for a few years now you see while the show appears all squeaky clean inside is a dark truth home the living house in the center of the neighborhood has an evil intent for the neighbors leading them like a

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42.151 - 56.971 MatPat

cult, and coercing our main man Wally into carrying out its desires. In the last few updates by discovering hidden videos, we have seen that Home has been bringing the neighbours to their breaking point and exposing them to their worst fears in order that they all fall in line.

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They made Eddie the mailman feel unwanted, Poppy the family bird feel alone, and Julie the joyful monster responsible for bringing Spring unable to grow a single flower. But despite Home's control over the

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He is the one leading us to these secret videos, revealing the dark secrets behind this show and exposing Holmes, and he's back at it again with this brand new update, this time revealing to us the truth about the bug loving book smart, Frank, the guy we felt had has been our man on the inside, trying to help the other neighbors and overcome whatever home is planning.

92.407 - 108.884 MatPat

Clearly, that didn't go unnoticed, so now it's his turn. Although, let me tell you theorists, his fate is going to be far worse than anyone else's in the neighborhood. When you first enter the website, you are met with a trigger warning page. It's basically laying out what the ARG is.

109.164 - 123.222 MatPat

I guess they wanted to make sure people were not stumbling into this Sesame Street looking website only to find the trauma inside. To get into the main website, you have to click this door. And you are then met with home trapped inside Jelly. And when I see Jelly, there's one person I think of.

123.573 - 127.241 Frank

No, no, not him.

127.522 - 147.021 MatPat

The neighbor who loves jelly and is now sitting on the front page. Frank, frankly. We've also got new cards for the floriography game that we found in the last update, as well as Frank's new rule set. There's two new audio storybooks, and there's mention of a bug dog toy. But that's... Kinda it. Although, on the news page, we find out why.

Chapter 2: How does Home manipulate the characters' fears?

223.085 - 248.468 Wally

I was waiting for you. I knew you would succeed when you found what I gave you. Could you hear it? Could you hear her? Then let's play again. A game called Hunt Hunt is easy. Follow your dog. Find your trophy. If it is in pieces, do not worry. Put it back together again to find it. Win. Remember what you saw just like last time.

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Wally has more truth to show us, and you know me, I'm always interested in more lore. So I guess we have a hunt to go on. Let's go through every page of the website and see what secrets are lying there. On the neighborhood page, a bug jumps onto the street below and does a sick backflip by home, but clicking home doesn't do anything.

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It just shows us Wally's page like it usually does, and that's because the secret is actually Actually, on the home animation at the top of the page. A little obtuse, but okay. Suddenly, the whole page goes dark and highlights Julie's house. For the first time, we can go inside one of the neighbor's houses. And this page is called Our Home. There is a bunch to look at here too.

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The window shows Julie looking out the window scared. There's an image of Frank on the wall, a photo of the Joy Falls, and a gift addressed to Frank. But the most interesting part is the dresser. We can see a phone on the floor like it's been abandoned. The vanity has some flowers addressed to Julie from Frank, and the dresser drawer has another note from Frank.

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In our last theory, we saw Julie crying. She is supposed to be able to make the flowers bloom, and yet she couldn't manage it for this singular black flower. She then freaked out when Frank showed up, and now she's gone into hiding. Stopped answering her phone, looking out the window, afraid of being seen because she failed.

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And so he's trying to write to her to figure out what's wrong, but she's locked herself away. Although, Frank's note contains one more secret. On the note is a butterfly. Clicking it will squash it and a wing will be left behind. Click the wing and a new page is revealed. It says, finish it. Specimen A. And right here, we have our first secret video. Oh! Boy, let's go.

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You are very good at this game. Keep going. Come back to our home when you have it. All six pieces. So, this butterfly wing is one of six. Finding them shouldn't be too hard either, especially with our animated bug friend pointing us in the right direction. Maybe we should give him a name. How about Jeff? How does that sound, Jeff? Oh, who's a good insect? You are. Yeah, you are.

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Anyway, our next bug is on the sticker page. Jeff is doing backflips over the neighbor's section, and right there is another bug. Specimen L. Huh, I guess this isn't a simple ABC deal. I wonder if that will be important later.

385.983 - 386.083 Wally

Fuck.

Chapter 3: What new elements are introduced in Frank's storyline?

393.648 - 395.593 Poppy

You don't understand Home.

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I do not. Home does not talk.

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400.036 - 404.203 Poppy

Well, not like you or I do, but he still speaks in other ways.

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Frank goes on to say that he taught Home Morse code so that Home could communicate. At that moment, the video glitches out. Initially, I wondered if this evil kind of glitch was because Wally was jealous. He's the one who's supposed to communicate with Home. Home is his friend. Oh, God, it's unclear. But now Frank can talk to him too? He has to go. But that isn't the

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case because from that clip Wally can't talk to home at this point instead I think this must be an earlier part of the timeline at the end of the video Frank also agrees to teach Wally Morse code meaning Wally could then communicate with home and maybe that was what put this whole thing into motion because now that they could communicate Wally could access the power of the void underneath home and cause all of his friends to break so that they would never leave always needing him

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But that's early speculation. Let's get back to our bug hunt. On the food page, by scrolling through the images, you find specimen P over the crispy sweet cereal box, with the video showing Frank heading over to Poppy's house after checking in on Julie. But then we begin to hear radio static.

470.236 - 476.79 Frank

Locks on the cabinet? Is she scared everything will come flying out of her? Oh, the pantry too.

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These are clearly Frank's thoughts we're tuning into. He is concerned about his friend. Hold on, is that a bong?

483.545 - 489.578 Poppy

A packed bowl too, Poppy. Are you trying to lay me out of my ass? No, stop it. It calms me down.

Chapter 4: What secrets are revealed through Frank's interactions?

615.471 - 616.414 Frank

Was it really her?

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He's becoming forgetful. Which is concerning. And then he turns around. It isn't Julie holding his hand. It's Wally. Frank begins to question what's going on, with Wally insisting he stay. When Frank refuses, Wally lets go, letting Frank fall into an empty void, as he begins to forget more and more.

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The whole show's premise is about being a good neighbor, which Frank is clearly trying to do for Eddie. But what this video shows us is it's less about being a good neighbor generally, and more about being a good neighbor in the eyes of Wally. During Frank's conversation with Poppy, when she talks about not making a fuss over her breakdown, we see Wally's eye flash frame on the screen.

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It's about doing things how he wants them. And when Frank disobeys Wally, he lets him fall into the void. To be alone in the darkness. To suffer like Eddie, Poppy and Julie have. Frank is the smartest of all the neighbors. So him becoming forgetful is the perfect torture for him. One that will show him not to disobey Wally ever again. Another one of the specimens can be found on the toy page.

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But it's not as straightforward as the others. The new addition to this page are the new cards for Floriography. And Jeff is pointing towards these images. But it's not the cards you need. It's the Floriography game board, which you can click on to take you to a full-sized version. There, over the finish line, is a dragonfly.

695.131 - 703.182 MatPat

Specimen R. This video follows on from what we saw last time in Julie's update, where she's breaking down over being unable to open a mysterious black flower.

703.162 - 708.058 Julie

I... I can still hear it. I can hear it calling to me, Frank.

708.079 - 709.684 MatPat

This is where our boy Frank comes in.

709.945 - 710.607 Julie

We're going?

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