MTG Fast Finance Podcast: Episode 41

MTG Fast Finance is our weekly podcast covering the flurry of weekly financial activity in the world of Magic: The Gathering. MFF provides a fast, fun and useful sixty minute format. Follow along with our seasoned hosts as they walk you through this week’s big price movements, their picks of the week, metagame analysis and a rotating weekly topic.

Show Notes: Nov 11th, 2016

Segment 1: Top Movers of the Week

Note: Price movements reflect posted NM prices, and may not represent prices players have paid.

Scrying Sheets (Coldsnap, Rare)
Start: $6.00
Finish: $15.00
Gain: +$9.00 (+150%)

Braids, Conjurer Adept (Planar Chaos, Foil Rare)
Start: $12.00
Finish: $25.00
Gain: +$13.00 (+108%)

Statecraft (Mercadian Masques, Rare)
Start: $1.75
Finish: $3.50
Gain: +$1.75 (+100%)

Yidris, Maelstrom Wielder C16)
Start: $8.00
Finish: $12.00
Gain: +$4.00 (+50%)


Segment 2: Cards to Watch

James Picks:

    1. Cryptic Command (MM15, Foil), Confidence Level 7: $25.00 to $40.00 (+15.00/60%, 6-12+ months)
    2. Smuggler’s Copter (Kaladesh, Foil), Confidence Level 6: $17 to $30 (+$13/75%, 6-12+ months)
    3. Snow-Covered Mountain (Ice Age, Common), Confidence Level 6: $2.00 to $5.00 (+$3/+150%, 12+ months)

Cliff Picks:

  1. Berserk, (EMA), Confidence Level 7: $15.00 to $30.00 (+$15/100%, 12+ months)
  2. Though-Knot Seer, (Oath, Foil Rare), Confidence Level 7: $18.00 to $30.00 (+$12/67%, 12+ months)

Disclosure: Cliff and James may own speculative copies of the above cards.


Segment 3: Metagame Week in Review

James talked us through the results from GP Dallas.

Segment 4: Metagame Week in Review

James reviewed the recently announced LGS level promotional programs that seem to be aimed at boosting local sales and participation.

James Chillcott is the CEO of ShelfLife.net, The Future of Collecting, Senior Partner at Advoca, a designer, adventurer, toy fanatic and an avid Magic player and collector since 1994.

PROTRADER: PucaPicks for 11/10/2016

One of the features of Puca that I’ve really come to appreciate is the ability to sort cards and expansions by how many people want a card.

I find it super helpful to sort out what I can send in multiples, and what packages I can put together. It’s also great for me to get a quick list of the things I really want to look for from an expansion, most especially when I am sorting through chaff and looking for the things to pick out.

So this week, I want to peruse some expansions and see where I can pluck value, either from old draft boxes, or the nickel bulk box at your store, or at someone’s binder.

I’m going to go from Kaladesh backwards, so strap in!

The rest of this content is only visible to ProTrader members.

To learn how ProTrader can benefit YOU, click here to watch our short video.

expensive cards

ProTrader: Magic doesn’t have to be expensive.

UNLOCKED: The Watchtower, 11/8/16


By: Travis Allen
@wizardbumpin


Don’t miss this week’s installment of the MTG Fast Finance podcast, an on-topic, no-nonsense tour through the week’s most important changes in the Magic economy. And watch this YouTube channel to keep up to date with Cartel Aristocrats, a fun and informative webcast with several other finance personalities!


I’m posting this Tuesday night, November 8th. God I hope Trump didn’t win.

Restore Balance

Price Last Week:$4
Price Now: $4.50
Possible Price: $20

A couple of weeks ago Ari Lax put out videos on SCG of him playing this deck in a constructed league. After 5-0ing, he was impressed with how the deck performed, stating that it had pleasantly surprised him. Fast forward to a couple of days before this weekend’s Modern GP, and he sent this tweet:

Ari ended up playing the fun deck, which was Restore Balance, and went 10-5 with it. His two-sentence Twitter tournament report was “Deck is great. Like really great and only has room to improve.” No damning by faint praise here! The deck functions similarly to Living End, that is cascading into a Balance at instant speed, as early as turn two thanks to Simian Spirit Guide. (Don’t worry if SSG gets banned though; it’s rare that you actually want to Balance on turn two. More often than not, SSG is used for turn two Blood Moons.)

As a Time Spiral rare with no reprints, Restore Balance is about as good as it gets spec-wise. It’s from one of the least-opened sets in Modern, is extraordinarily powerful in terms of the raw impact on the board, and is perfectly unique: there is nothing that replicates or approximates its function in the format. The closest you can come is Living End, but that strategy plays out dramatically differently, as it depends on the graveyard, the red zone, and doesn’t pressure your opponent’s mana base and hand nearly as well.

While the right time to buy Balance was in 2013 when it was still under $2, there’s still some meat on the bone at $4 to $5. Given the supply profile, $5 isn’t an inflated price for a card that sees occasional tier three play. If the deck ever takes off — whether because it actually starts winning events or because Saffron Olive writes about it — $20 wouldn’t be an unreasonable price point. And if the deck ends up legitimate tier 1.5? What’s Ancestral Visions right now, like $40? $50? I’m staring at my pile, drooling, waiting for the day.

 

Snow-Covered Mountain

Price Last Week:$2
Price Now: $2
Possible Price: $5

Hands down the most thrilling (depending on your perspective) thing to come out of GP Dallas was Skred Red winning the whole thing. Skred is a one mana instant that deals damage to creatures based on the number of snow permanents you control, and can quickly find itself the hardest hitting damage spell in the format. Skred doesn’t go upstairs, but it’s unrivaled in efficiency and scaling.

Skred is a common though, and foils have been $10 for nearly a year, so there’s not much to work with there. Scrying Sheets was exciting Sunday morning, but by Sunday night it had already doubled, and given that the deck only plays two copies, it’s probably not worth getting involved with.

Koth of the Hammer is worth keeping your eyes on. He’s been above $7 since Dragons of Tarkir, but supply is low and excitement is high. If Skred ends up as something more than a flash in the pan, we could see him climb as high as $15, which makes him a tantalizing pickup at the trade tables.

The most interesting card out of Skred Red is probably Snow-Covered Mountain. It’s been printed twice, once in Ice Age and once in Coldsnap. As a common land in two sets supply is definitely on the higher side, but keep in mind that lists run in the neighborhood of 20 copies. 20! On most specs it doesn’t matter how powerful the card is, you’re only ever playing four copies in a deck. But since Snow-Covered Mountain is a basic land, it shows up at five times the frequency of any card in the deck. That changes the equation considerably.

Copies are floating in the $1.50 to $2 range right now, and have been drying up rapidly since Sunday evening. Coldsnap copies will be preferred, since they’re cleaner looking than the Ice Age copies, but either will suffice for players looking to build Skred Red. (Why is this deck not called SkRed?) Once the dust settles these could land in the $4 to $5 range if the deck is playable, and possibly north of that if it’s a true contender. The fact that they’re a nightmare to reprint (where is WotC going to put them?) only makes them that more desirable.

Ancestral Vision

Price Last Week: $45
Price Now: $45
Possible Price: $70

Skred Red may have taken it all down, but Grixis Control was in second place, packing a full set of Ancestral Vision. Vision is the least understood and least familiar card in the list, and has since its banning done less than was initially expected. Of course it hasn’t been completely absent from the metagame, with token appearances in occasional in leagues or T64 lists.

A high-profile finish such as this will remind players that yes, it is legal, and also shore up the price. Of course, it doesn’t need much shoring up. This has been in the $40 to $45 region for months; basically since it was unbanned in April of this year. This brings up an interesting question though. If the card has seen only marginal play at the absolute best, but its price hasn’t flinched, what’s going on?

I suspect this is predicated on the idea that the card is in fact busted, and just because it isn’t dominating Modern today, it doesn’t mean it won’t be tomorrow. Essentially, people that own copies are fine not selling for less than $40 because they think they’ll be able to get at least that much down the line.

This makes it tougher to work with for us, since we’re not seeing the price relax enough to start picking up copies. Still, we can tell there’s something of an expectation and desire for this card to be a pillar of Modern. I sold all my copies when it was unbanned, but if I had any left, I’d be hanging onto them here.

 

Golgari Grave-Troll

Price Last Week: $13
Price Now: $13
Possible Price: $25

While Skred Red may have been the from-out-of-left-field deck, Dredge is still a newer archetype in Modern. It’s been on the fringes since the format’s inception. Golgari Grave-Troll’s unbanning stoked the flames a bit, but it was the printing of Cathartic Reunion that poured on the gasoline. Dredge has been a tier one contender since.

Throughout all of this, GGT’s price has been surprisingly stubborn. His lowest point was early this year during Eldrazi Winter. There was some action leading into the Eternal Masters release, and then again some time after Eldritch moon, but perhaps most surprising of all, he’s been on a decline since the Kaladesh release. You would think that the arrival of the best dredge enabler in Modern would put upwards pressure on the best dredger in Modern, right? Magic finance is weird some days.

With Modern Masters 2017 approaching next summer, a lot of cards are going to be reprinted. Cards like Bloodghast may make their first Modern Masters appearance, and the reprinting of other accessory cards would add to the appeal of dredge as a deck. So long as the mechanic stays out of MM3 — which I expect it will — we can fairly safely assume GGT isn’t in line for a reprint at any point. If Dredge as a deck continues its strong performances, perhaps with a big W once or twice, we could see GGT double or even triple in price as other parts of the deck become more accessible.


Mistakes Were Made

We could talk about generals we expect to push prices up today. We absolutely could do that. In fact, I think I’m pretty much supposed to since that was kind of what this series was predicated on. But I’m the Captain of this here vessel and today I think there are more interesting implications of Commander 2016 and there is a card that is a non-general that has a ton of impact on a lot of prices. I also think the card was a mistake to print and I think it was a mistake for it to presell for so cheap. I think it was a mistake to put it in the deck people are already going to buy overwhelmingly because it has the best 4-color commander and it doesn’t have red, red being the 6th best color in EDH. Let’s talk about how a non-mythic rare creature with terrible stats is going to impact more prices than most of the commanders and how this is the first of two mistakes in the set.

I can go ahead and spoil next week’s article now – the other mistake in my estimation is Kydele, Chosen of Kruphix which just made everyone roll their eyes and say “Yet another broken Simic card” which is hard to argue with. I’m embarrassed as a Simic enthusiast just because Simic has become the New England Patriots of EDH and it would almost feel good to root against it just because I’m sick of seeing it get so much handed to it. If Golgari weren’t being equally rewarded merely for existing I would feel really bad about being super excited every time Simic gets a ridiculous new card that may or may not need to be banned later. Kydele is not ban-worthy but it will certainly dissuade a lot of people from pairing their partner commander with anyone who isn’t her for fear of doing it wrong. More on that next week.

This week we’re focusing on a card I’m sure you’ve all already guessed. If you didn’t guess, you probably saw the image of the card in your periphery while you were reading the last paragraph. You know what? I’m actually going to do something about that to preserve the element of surprise.

deepglowskate

Act surprised. I was sure as hell surprised when they made this card and thought “This is probably fine, right?” and Star City said “This should probably be a $2 pre-order, right?” This card sold out at nearly every price point it was restocked at and while there’s no longer money to be made pre-ordering this, obviously, I think this makes us all some money. At the risk of pointing out a lot of cards I already pointed out when they spoiled Ezuri, there’s money to be made, potentially on cards we already made money on because of Ezuri. Also, Ezuri probably goes up.

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This is up $1 from a year ago and appears to have plateaued and HERE IS WHY THAT IS SUPER MISLEADING. Things are different, now.

First of all, this is a second spike. You know, the one I’m predicting. OK, should this spike it will have been a second spike. That means a lot of loose copies and event deck copies have been pulled out of dollar bins and binders meaning copies are more concentrated in the hands of dealers. Renewed interested in this card forces people to get copies from places that others can track. Your LGS’ dollar box getting cleaned out doesn’t alert anyone, but Troll and Toad selling out of copies sure will.

Secondly, the Ezuri deck wasn’t that popular. It was plenty popular in the grand scheme of things, but looking back, Ezuri decks with this combo aren’t the number 1 or even number 3 deck archetype to come out of Commander 2015. Meren, Mazirek and Karlov decks are all much more popular. Meanwhile, Atraxa is by far the most popular commander and I predict it will be the best-selling deck. That gives this card, poised for another spike, additional upside. Is Atraxa plus Sage as good as Ezuri plus sage? Obviously not, but the Atraxa deck could end up being better or at least more popular than the Ezuri deck which means you have a lot more people playing Atraxa, especially since people who have an Ezuri deck likely just buy a new copy of sage and leave Ezuri put together.

Skate doesn’t exactly make this broken per se, but it does factor into a deck that would play Sage since it’s super unlikely anyone is trying to make Sage get there by playing a bunch of stupid spells that target it. Since it’s a factor in the deck, it goes up along with Skate and Atraxa.

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This is worth mentioning briefly. This is currently stable at $2, but Meren has demonstrated that the ceiling is $8. Could this hit $8? No, but that ceiling shows there is room to grow. With Ezuri just as good a commander as ever, its usefulness in new decks built around cards like Deepglow Skate mean it has additional upside and $2 might look like it was a good buy-in point in hindsight. I’m not buying yet, but I’m paying attention.

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It’s clear we want to pair Deepglow Skate with Planeswalkers, but I can’t think of any others that are as “MUST INCLUDE” as this one. You’re going to get quite an engine going, blinking skate with Venser, and getting to his emblem quicker than normal is going to remind people that this is a stupid planeswalker with a stupid emblem for jerks when you’re nuking their entire board. Blink an Aether Adept to keep rebuying Cloudblazer and watch this emblem start to ruin some lives. A lot of planeswalkers have some upside with Atraxa and Skate running around, but I bet Skate goes in more decks than Atraxa which means, for example, just white-blue decks that can’t run Tamiyo can run Venser and Skate (And Deadeye with Displacer, also) so I think Venser has the most upside. It was a steady gainer already, another reprint doesn’t seem like a high priority and $10 is a steepish but acceptable entry point for a spec. I’m bullish.

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Remember everything we said about Sage of Hours? It basically also applies for Darksteel Reactor. Second spike, more ubiquity, etc. This is also up from a year ago so clearly Ezuri decks have had some effect and I expect Skate decks to have even more, especially because this could convince players like me who love these kinds of shenanigans to buy another copy that they didn’t need a year ago.

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This was #1 with a bullet (OK, tied for #1 with a bullet) on our list of “If this card is confirmed not to be in any of the Commander 2016 decks, you buy this because it’s going up” cards. Chromatic Lantern got the reprint, albeit in only one deck (what?) which isn’t odd in and of itself but it does seem odd that Relic wasn’t in another deck. I predicted Lantern would be in 0 or 5 decks and the only scenario I could see Lantern in one deck was where Relic was in another deck, Gilded Lotus was in one, a new card (that turned out to be Prismatic Geoscope, a card much more similar to Gilded Lotus than Lantern or Relic), etc. I knew we’d likely get Commander’s Sphere and Darksteel Ingot but we all still kind of expected some mana fixing at rare and we barely got it. With another prime opportunity to reprint Relic gone, it could be a while before there is even a chance to reprint it let alone an actual reprinting. Add to that the fact that proliferation is very good with Relic and you have a recipe for upside. I’m not sure Relic is 100% tied to Skate because of the low degree of interaction (though non-zero) between the two cards but I do think the cards are in the same classification of deck frequently enough for there to be a correlation between the price trajectories even if we can’t establish a causal link. Now’s a great time to move in on this card. Can we all agree it’s going up? Can we agree that its current trajectory is acceptable as far as investments go and that there is a very good chance that line will steepen now that the worry around reprinting has been put off for at least a year and there is likely more demand? Seeing this card and how it interacts with cards like Viral Drake should be enough to get people excited.

It’s kind of funny that I usually write about which commanders are going to shove the prices of other cards up, but I think Deepglow Skate is a good enough card to give some commanders another look.

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Rasputinanigans are more fun in a world with Skate. When they wheeled out Eldrazi Displacer, we expected a bit of a sea change as far as Rasputin was concerned. We didn’t see much of a price increase but we saw an inventory reduction. This is a $30 Legend in a world where Adun Oakenshield hit $50. Now, we all know in hindsight that Adun’s rise was predicated on Tiny Leaders (somehow, not sure what the logic was, honestly) but we also know that price mostly stuck. If this goes up, it’s staying up. There aren’t too many more stores that even have copies of Rasputin in stock and it almost seems like a few people have picked up the deck but no one is really paying attention. Most major retailers are sold out for a higher price than you can get these for on Amazon, but even Amazon has very few copies despite them all being fairly cheap. Skate pairs well-ish with Rasputin and pairs well with the other kinds of cards the deck runs. I don’t want to advocate a buy-out of Rasputin, but if you did buy the relatively small number of loose copies, you probably help this hit $50 and stay above $40, basically forever.

Is there more? Yes, obviously. Cards in decks like Roon and Brago have additional upside when you add a card like Deepglow Skate to the blink arsenal. These cards, for example.

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These both work in decks like Brago very well already. Having the option to keep doubling the number of counters on them and thereby letting you scuttle like 5 permanents every turn if you can keep rebuying Skate is a brutal way to keep them pinned down, especially if you’re using Tide on their land. I think both of these have some upside in a post-Skate universe, but it’s up to people to start brewing with them.

It feels like there’s more we could cover because Skate interacts with a ton of cards. I’m sure there is something glaring I am missing, but that’s OK because there will be a period of like three weeks where it will get adopted, show up on EDHREC, prices will move slowly and we’ll still be able to buy in. If I didn’t miss something obvious, great. Even if I did and we can’t make any money of the cards I missed, there’s still plenty here. Deepglow Skate is like Vorel but very easy to repeat by doing things we already want to be doing.

We’ll keep an eye on the cards people are beginning to jam alongside Skate and revisit it periodically if there is anything particularly juicy. Chasm Skulker? Panharmonicon? You’ll hear it here, first. In the mean time, there are some excellent targets here and that’s a good enough place to start. Next week we’ll talk about Kydele and some cards that I expect that deck to push up but we’ll have another week of data to look at if there is anything Skate-related we want to go back over. As always, thank you for reading and enjoy MTG Finance on easy mode.