PROTRADER: Tribal Trials

By: Travis Allen

Last week, I began my article by discussing the PAX spoiler show that had happened over the weekend, hosted by Wil Wheaton and Ashly Burch. I used descriptive language, partly because my goal was to be evocative in describing the broadcast, and partly because my finance content doesn’t typically allow for that style of writing. The result was a divisive article for sure, with more comments than any other article I’ve published here at MTGPrice. I’ve read all your feedback both here and on Twitter, and I thank everyone who took the time to tell me how they felt, whether you told me that you hated it or loved it. Even among those who disliked what I wrote, there was a remarkably low volume of personal attacks, an event akin to February 29th.

I would like to take this opportunity to remind my readers that at no point have I ever called myself a journalist. Neither myself or any of the other writers here can be considered journalists when writing for this website. Journalists gather and share news, typically with little analysis or value judgments. Here at MTGPrice, that is the opposite of our goal. Yes, we gather and share news, but the reason people pay for a subscription here is exactly because of the analysis and judgment we provide regarding that news. Each of us is an individual person provided with a platform to share our perspectives on a topic. We are bound together through a URL, not by editorial control or a unified message. That’s why this is the MTGPrice Blog, not the MTGPrice News Blotter or the Fox News MTG Finance Zone.

Dry recitation of data with colorless analysis may get the point across, but it doesn’t endear readers to authors. Each week, my goal is to put myself into the work. As you read my weekly article, my hope is that you hear my voice in the words and recognize my style as distinct from others. This personal touch is why readers come to enjoy specific writers. When you read Jonathan Medina’s articles on SCG years ago, you could definitely hear his voice in the words. Jason Alt carries that same heavy fingerprint today. You would be hard pressed to read one of Jason’s articles and not recognize it as his work, a quality I admire and respect. Sharing my personal experiences and opinions on events we all partake in together is my way of sharing myself with each of you every week. Even if you don’t necessarily agree with my perspective on an issue, you come to recognize me as a person within those words.

What I wrote last week was an addendum to my already full-length article. The free side was my impression of a performance; the paid content was all about the lands that were spoiled. If you are not a ProTrader member, please recognize that what you read was not a fair representation of the Magic content contained within. There were another 2,000 words regarding the news of the weekend. If you’re a ProTrader member, please recognize that I provided you with a content-packed article, and that my preface did not in any way subtract from the volume of words you expect. I hope that everyone recognizes that each half of my article last week was just that: a half, distinct from the other.

Thank you all for reading. I appreciate all the feedback. What’s say we get on with the Magic now, shall we?

Sitting down to write this, it’s the middle of round 15 at the SCG Modern Open, and there’s some definite spice in this weekend’s brew. A Slivers deck is in 14th place after having apparently taken a game loss in round one due to tardiness and having ended up short a Sedge Sliver. That a slivers deck is doing that well, even saddled with an early loss, is remarkable. Long have many of us wondered about four- and five-color tribal decks in Modern. After Mana Confluence showed up, Sam Black (and many others) spent some time brainstorming a Modern humans list. Not much came of it, but it was clear that the archetype was close. Not quite there, but close. Around the same time, there were some efforts to brew a sliver deck as well, though that ended up in the same graveyard as the humans list.

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Going Mad – Battle for EVE

By: Derek Madlem

With the launch of Battle for Zendikar we’ve got a lot coming at us very quickly. I fear this spoiler season might be more like a bottle rocket than a sparkler, flying high into the air and making a tiny bang and then it’s over. We’ve already seen most of the dual lands, all the Planeswalkers, the now-obligatory mythic nuisance creature from green, and quite a few rares that are likely to be left on the table after a draft with the rest of the scraps.

If you read my article last week, you’ll get what I mean by EVE – expected value equity. In BFZ we’re going to see just a small handful of cards soaking up most of the Expected Value Equity in the set, so cards that would have typically been good for $5-8 will likely end up around $2-4. With only a handful of cards being able to hold value going forward, where do we realistically expect that value to land?

It Takes Two to Tango

You can call them what you want, but I’m going to call them the tango lands because it’s an easy word and the description works on another axis in addition to the card mechanics: the tango is a dance that at first glance seems incredibly sexy and awesome, but the reality is that it kinda sucks.sunkenhollowpromo

Let’s get one thing clear: these lands are not really Modern playable. I’ll let you do the in-depth analysis yourselves because THAT OTHER finance site seems to have misplaced the entire article I once wrote on the matter; but the typical number of shocklands and fetches in Modern broke down as such:

Shocks: 2-4
Fetches: 7-11

So in your typical three color deck, say Abzan, you would have a remarkable four shocklands spread out across three different land types:

2x Overgrown Tomb
1x Godless Shrine
1x Temple Garden

So the argument that we can replace some number of shocklands with tango lands for more flexibility just doesn’t seem to hold up very well as there just aren’t any shocklands in these three color decks to take out. So what about the two color decks?

Well here’s the mana base for one of the most prolific two color strategies in Modern, Bogles:

1x Forest
4x Horizon Canopy
1x Misty Rainforest
2x Plains
4x Razorverge Thicket
4x Temple Garden
4x Windswept Heath

Go ahead, explain to me what we’re taking out here to slot in a Canopy Vista. While you’re at it, show me what we’re cutting to add basics because this deck runs three. Three.

Three.

Taking a look at the basics in other top decks in Modern you gets you a similar result:

Jund – 3
Abzan – 4
Naya Burn – 2
Grixis Twin – 5
Grixis Delver – 4

You get the idea…having the “option” to sometimes save two damage over using a shock land is not going to be worth the sacrifice in flexibility. Modern is a format that is often won and lost on tempo, the same reason we’ll never really see the temples crossing over to the big show.

smolderingmarshpromo

These lands are going to be really sweet in Standard… for six months, then they’re going to be pretty average barring reprints of the Zendikar fetches or a card like Farseek.

Summary: don’t go whole-hog on these lands as they’re destined for pretty mediocre things, between a mediocre existence long term outside of Commander and the reality that they are not going to be where that EVE ends up…they’re a losing proposition for the foreseeable future.

Walk the Walk

Face it, we’re still hungover from Jace, the Mind Sculptor. It’s been five years and we’re still afraid of missing out. We are compelled to closely scrutinize and over pay for every planeswalker printed now because we’re afraid of missing out on the next Jace. The reality is that even the Liliana of the Veil went as low as $25 during her time in Standard before joining Jace in the $100 Planeswalker Pantheon. With Battle for Zendikar we have three shiny new Planeswalkers to sink our teeth into and make bold assumptions of future value:

kioramasterofthedepths1
If you’re not proclaiming loudly “UNLEASH THE KRAKENS!” every time you ultimate this Kiora, you’re probably living your life incorrectly. Kiora has the distinct dishonor of existing in one of the worst two-color combinations for constructed. While those Sultai decks had a good run, they’ve dipped back into the darkness with little recent success and let’s not even talk about how miserable Temur has been this block… but having said all that, did you see that -2 ability? It might be time to dust off these Sidisi, Brood Tyrants and get that Sultai deck back into action.

This iteration of Kiora is probably not significantly better than the last one we saw. She’s almost always going to grant you card advantage as long as you activate the second ability. If you’re doing anything else in a format where “Destroy target Planeswalker” is printed on a card, you’re setting yourself up for failure, but that’s the extent of her power. She does give you the ability to untap a creature to block of a land to cast a defensive spell but does little to protect herself when played onto an open board.

This is not where I would place my bets for BFZ’s money cards.

gideonallyofzendikar
There’s a lot of misevaluation to this card going around. Gideon is a 5/5 indestructible creature for four mana the same way as Sarkhan was a 4/4 flying haste Indestructible for five mana… only kinda. When Gideon is not in creature mode (your opponent’s turn) he is still  going to die to attacks, and won’t even trade in combat as he just stands there staring at the creatures thumping him upside the head.

The ability to crap out a single 2/2 creature every turn is cool, but the last time we saw this trick they had haste and showed up in a color that had access to some mana ramp.

The ultimate? Meh?

This is not even the most powerful Gideon ever printed so I don’t expect this card to see heavy play in Standard (or any other format) unless there is a fairly incredible ally deck being preconstructed for us (don’t worry, there’s not).

obnixilisreignited2

That leaves us with Ob Nixilis Reignited.

Phyrexian Arena + Murder + the best Underworld Dreams you’re ever going to see? Check. Ob Nixilis has the starting loyalty to ensure that he doesn’t die as soon as he hits the board.  Ob Nixilis will often function as a pseudo Time Warp, drawing you a card and blanking your opponent’s next attack phase as they try to take him out, but on an empty board he’s going to be the Boss Monster. The ability to outdraw your opponent is a time-honored method for winning at Magic and the ability to do so while removing any threat your opponent plays is a lot like Jace, the Mind Sculptor.

“Derek said that Ob Nixilis is the next Jace!”

No, but one could draw some parallels if you stretch hard enough! Realistically I think Ob Nixilis is going to be an incredibly powerful card for his 18 month reign in Standard, the flexibility in having card advantage coupled with board control on a single Planeswalker is too powerful to ignore; admittedly he is going to be kept in check by Ruinous Path, a spell trope that is sure to keep all future Planeswalkers from dominating a format in the same way that Jace TMS did.

I can see Ob Nixilis staying above $15 for the bulk of his time in Standard, but am going have a hard time seeing him anywhere above $25 for long. If we didn’t have the expedition lands in this set pushing his price down, I could imagine an entirely different world for Ob Nixilis…this card does seem pretty sick.

The Hard to Kill Green Guy

So it appears that Wizards is noticing that players love mythic green creatures that are a pain in the ass to permanently deal with, so in the vein of Vengevine and Deathmist Raptor they give you this guy:

undergrowthchampion

The obvious places to start with this guy are the fetchlands and Sword of the Animist. Maybe we’ll see a world where Animist’s Awakening is dumping piles of lands into play and this guy gests huge off of that, but a 2/2 that gains “Divine Shield” every time you play a land is going to go a long way to clog up the board in the early game. While I don’t think this is going to go crazy high like Deathmist Raptor did, this is probably sustainable in the $5-8 range after release and may be enough to put some price pressure on all of those Sword of the Animists sitting in spec boxes.

Oh Man, Lands!

Manlands were a foregone conclusion from this set, though I admit that I’m really surprised to hear that they’re dividing the set up across the two sets. So far we’ve only seen the Blue / Green land and it’s about what you’d expect:

lumberingfalls
If I was to guess blindly what this card would be, I would have expected a 2/3 Hexproof with a three mana activation, but they decided to up the ante a little bit and give us a 3/3 for four, which is probably reasonable given how hard these will be to kill outside of combat. Having a land-creature that dodges pretty much all removal is going to make it extremely difficult for control decks to continue playing with such low creature counts.

The value of these manlands is going to be extremely meta-dependant. If blue / green continues to be a bad combination, then this land might just never get a chance in the sun.

Wrap Up

Placing bets on Battle for Zendikar is going to be hard. The shadow of Expeditions Lands looming over the rest of the set like a specter of anti-value is going to mean that a very small handful of mythics and rares will hold almost all the value in this set, we just have to identify where to divide that equity and place our bets there.


 

PROTRADER: Boating Expedition – A Course Correction

I had hoped Battle for Zendikar spoilers would give me a clear signal this week. We got a lot of cool cards spoiled, but nothing really sticks out, and I think we need to avoid a repeat of last week. I used a card I’m not excited about reanimating to frame a discussion about reanimation cards, which felt forced to me and resulted in an article a lot of you weren’t super happy with the entire way through. I mean, granted, there were good points about cards like Debtors’ Knell, but in general, you’re not reanimating fatties in EDH as much as you are cycling value creatures. You don’t want a full yard, begging to get Bojuka Bogged or Tormod’s Crypted. You want to keep bringing back Karmic Guide and Eternal Witness like a cheater. I didn’t like writing or reading the comments on my last article.

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Grinder Finance – The Battle for Zendikar… Expeditions

steam vents big
Steam Vents by Noah Bradley – http://www.noahbradley.com/

So you’ve seen this beauty right?  Noah Bradley (one of my personal favorite artists) has some new lands in the next set… and a half?  This Steam Vents art is being used for the “full” art lands in Zendikar Expeditions.  

What is Zendikar Expeditions?

Let’s start out and dispel anything myths about this set.  I see too much misinformation being passed around.

  • Zendikar Expeditions (henceforth abbreviated as ZE), is a set of 45 cards that is not part of Battle for Zendikar or Oath of the Gatewatch sets but will be found in their booster packs.
  • There you can open 25 of the ZE cards in Battle for Zendikar.  These 25 cards are the 10 shock lands (Steam Vents, Godless Shrine, Overgrown Tomb, etc), the 10 fetch lands (Scalding Tarn, Marsh Flats, Polluted Delta, etc), and the 5 new Battle for Zendikar dual lands.
  • We do not have any confirmation on what the next 20 cards, available in Oath of the Gatewatch, will be.  They may not even be lands.  There is no information available about them outside of the fact that there are 20. (Note: This is incorrect, Matt Tilling in the comments linked the correction – here – They are all lands)
  • The rarity of a ZE card is approximately slightly lower than the rate of opening a foil Mythic rare.  This is very roughly approximately 1 per case (6 boxes) of Battle for Zendikar.
  • ZE cards are NOT legal in Standard.  They ARE legal in limited if you open them in a draft or a sealed pool.
  • ZE cards are not able to be redeemed on Magic Online, but they will be available to be opened.
  • ZE cards will be available throughout the entire print cycle of Battle for Zendikar.  This is unlike the treasures found in original Zendikar packs which were supposedly only available in the first print run.
  • ZE cards will be expensive.

Well now that we got that out of the way, what does that mean for players?  Well, a lot.  It means pre-ordering almost any card in Battle for Zendikar is a losing proposition.  It’s clear people will open obscene amounts of this product and have far more copies of most cards than they will ever need.  It also means that the price of cards from this set will quickly bottom out.  If you read my article a few weeks ago, Grinder Finance – Winter is Coming, you will know how I feel about card prices for the fall set.  Battle for Zendikar is going to continue the tradition of the fall set being the “most opened set of all time” and more because of Zendikar Expeditions.  If people are really hyped to buy cases of product to ensure opening a Zendikar Expedition card then it will drive the price of opened product down.

What’s the plan for this pre-order season?  Well it’s pretty simple.  Don’t buy anything you don’t plan on using in the first week of Battle for Zendikar Standard.  Don’t buy all of the lands.  Don’t buy the sweet new Omnath for your EDH deck.  Don’t buy bulk rares and hope they spike.  There will be cards that go up.  It’s inevitable that some things will spike the weekend of the Pro Tour.  However, the reality is if you can wait until late December, you will find that card prices absolutely plummet.  Right now most websites have the new Battle for Zendikar dual lands pre-ordering for about $40 for a playset.  These duals might be a little stronger than Theros block scry lands, but even the most expensive scry lands were only $8-10 at their peak.  The scry lands that were in Theros were always the least expensive because of the sheer number that were opened.

temple of abandon temple of deceit temple of mystery temple of triumph

 

All of the temples, regardless of how playable they were, exhibited the same dip at the end of December.  You could have saved 30% to 50% on these lands if you waited until their low points to buy them.  In fact, only one of the lands even went up from it’s pre-order price after release.  I expect a similar thing to happen with the Battle for Zendikar dual lands.

new lands

 

There will probably be one that increases a little in price as it is in top decks, but the rest will likely see a steady decrease in price until the new year.

Battle for Zendikar Mythic Rares

Don’t buy them now unless you absolutely need them.  I can’t imagine a world where Ulamog, the Ceaseless Hunger continues to stay at or above it’s current $20-25 price tag. Look at what happened to Khans of Tarkir mythic rares.

wingmate sarkhan sorin solemn

Pre-order prices were conservative.  Cards were then released.  The mythic rares that got played on the Pro Tour saw a huge spike and then ever since they have just been on a downward spiral.  Do you know what the top 10 most expensive cards are in Khans of Tarkir?  Polluted Delta, Flooded Strand, Wooded Foothills, Bloodstained Mire, Windswept Heath, See the Unwritten, Sorin Solemn Visitor, Dig Through Time, Anafenza the Foremost, and Sarkhan the Dragonspeaker.  You know what’s importantly missing from this list?  Cards that see a ton of play in Standard!  Siege Rhino isn’t even the 11th most expensive card!  Monastery Swiftspear beats out almost every Mythic and Rare in the set because of it’s eternal play.

With Battle for Zendikar looking to be the world heavy weight champion of the “most opened set in Magic history”, I don’t like pre-ordering any of the cards.  Right now, I think it is time to shore up your collection with cards from Magic Origins. 

hangfather jace

With these two cards seeing play in Legacy and Modern, there is likely not going to a reprieve for their price point.  Jace might not see a ton of Standard play but his pack foil is as of this writing, a minimum of $80 on TCG player.  That’s a sign there is strong eternal demand from players who intend to keep him in their deck long term.  I know I called him a sell a few weeks ago, but I did not see him becoming a force in Eternal formats.  Eventually it’s time to tap out and realize that this is clearly not a hype train.  Sustained growth for 2 months is a sign of a card poised to carry a lot of the weight of a set.

Hangarback Walker is the single most underrated card in the set on release.  It’s deceptively flexible and people were too worried about over paying for all of it’s effects.  What’s clear is this is no Chronomaton.  With it showing up in Vintage shops, Legacy Mud, and Modern’s Affinity, it’s hard to point to a reason this won’t be a twenty dollar bill for the foreseeable future.  With people scraping every penny they can find together for Battle for Zendikar, it is safe to say that supply on Magic Origins cards is near it’s peak.  I can’t see a reason to wait to buy in at this point.

languish

After coming down from it’s brief $11 price point, Languish is a card to keep an eye on.  If we see a lot of Allies that have less than 4 toughness, this may quickly find itself a home in many decks.  It also does a pretty decent job cleaning up Hangarback Walker scraps.  I don’t know if it will drop more before the release of Battle for Zendikar but it’s important to keep it on your radar.  If it starts to turn after the first week of post Zendikar SCG opens, you may want to buy in.

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