UNLOCKED PROTRADER: The Aftermath

Holy.

Crap.

Bannings are tricky things. A ban in Standard is different than one in Modern or Legacy, both in terms of tone and player response. “Older” formats inherently carry the risk of bannings as a check against unforeseen interactions between new and old cards (this is the essential crux of the Golgari Grave-Troll re-banning, new cards like Cathartic Reunion just made Dredge “too good”). It’s possible that this is because formats like Modern are created with some bans already in place, so some of the bloom is off the rose from the get go. Standard, however, is a much more volatile situation. Standard is sold in part as a balanced environment, and bannings, even intended to preserve the greater good, are considered in part a failure.

BRIEF COMPARATIVE ASIDE: The immediate aftermath of a Standard ban kinda feels like when an interim head coach takes over a football team. Yes things are different with Umezawa’s Jitte gone, but nobody thinks that Dan Campbell is really going to stick around. Then again, the Jags hired Doug Marrone, so who knows?

My guess is that bannings in Standard ultimately take some of the romanticism away- players (bad ones) assume that THEY will find the missing piece of the puzzle and vanquish the scourge of whatever deck they keep losing to at FNM and then some how win a Pro Tour. I want to get to the meat of these particular bans (the Standard ones, mostly), but I will say that the addition of a second B&R announcement is an early check against Saheeli Combo disguised as a good idea. I don’t know how the Magic population writ large will respond to the idea of a more policed format philosophy, but I do think it will help prevent player bleeding in the event of a broken format.

Emrakul, the Promised End: This is quite possibly my favorite ban- Emrakul was the de facto top of the format in terms of size and effect, and it warped card choices and game plans towards it. Killing Emrakul (or rather, imprisoning her on the moon) opens up endgame opportunities for cards like Ulamog, Kozilek, or new cards like Herald of Anguish. More importantly, decks that were homogonized in certain forms can now branch out and specialize- Green Black doesn’t NEED to be Delirium anymore, if they find a finisher better than Traverse for the next best thing to Emrakul, although that’s still an option. That trickles down to mean that early game plans don’t have to be the “self-mill while trying to stay alive” tactics that they were before. I don’t know if there is a clear best winner in this situation, but there are several smaller ones.

My personal favorite finisher.

Smuggler’s Copter: Actually, this might be my favorite ban. Copter had the same deck-building effect as Emrakul, but on the exact opposite archetypes. There will continue to be decks that want to include a mix of Vehicles and creatures, but I don’t expect there to be a 1-for-1 replacement (not even the impressive-looking Heart of Kiran).

Golgari Grave-Troll: Dredge is tough to balance, and GGT is just way too good to exist in Modern. Early impact has been a spike on Golgari Thug, although that card doesn’t have the potential to close out games like Troll does. The only Dredge cards that should be allowed in Modern are Life From the Loam and Moldervine Cloak, as they are the ones I like best.

There’s now way this card is coming back. Plan accordingly.

Reflector Mage: The UW decks have a lot of congestion, and so losing Reflector Mage makes the construction of those decks more streamlined. That’s to a degree the opposite effect that the other bans are expected to have, but it also eliminates some of the weird issues that Reflector Mage had on the formats it was in (namely, Eldrazi Displacer). I think UW is still a deck after losing Mage and Copter, but I don’t think it’s a major player.

Gitaxian Probe: I can’t pretend to know everything about how this impacts Modern, but I definitely get that it’s a big deal. I’m going to pass on this as there’s way too much contextual determination on what replaces it where, and I’m not sure that there is much financial upside given that most of the replacements are things like Serum Visions and Sleight of Hand. Combo decks get some degree worse, although mostly because they can’t have a Peek before attempting to go off.

To close, here are my favorite cards ahead of this weekend’s prerelease!

Yahenni’s Expertise: I think there is a real possibility that the next few months are dominated in part by Liliana, the Last Hope. That’s not to say that there won’t be other decks (we know Saheeli Combo will be a possibility for at least the first eight weeks), but I do think that Lili could stand to serve as a pillar of the format. In that situation, Yahenni’s Expertise seems INSAAAAAANE. Planeswalkers are graded in part on how well they can defend themselves, and having the opportunity to package a Languish in for [1] seems incredible. At $6 I still really like these, but I would rather trade for them than buy them outright.

I really love this card. “Free” is the most dangerous word in Magic.

Sram, Senior Edificer: Big IF here, but if Puresteel Paladin Combo is a deck, then this feels like a critical 4x. Definitely a high-risk situation, but Modern has been shaken up considerably. I don’t think THIS is the card that sees a tremendous price spike, but I think this is the card that makes the deck work. Key pieces that COULD see an increase include Mox Opal, Monastery Mentor, and Puresteel Paladin itself.

Greenwheel Liberator: I read this a few times to make sure that it counted my Windswept Heaths. It does! Definitely going to try this in Modern with Experiment One and Burning-Tree Emissary. Hidden Herbalists and Narnam Renegade are interesting options also- although these are all pretty narrow.

Lifecrafter’s Bestiary (foil): These feel like a sneaky-good pickup, but definitely for the long term. Most of the decks that want this have access to green already, so color identity isn’t an issue. Long term hold.

I love this long-term.

That’s all for today, good luck at your prerelease!

Best,

Ross

PROTRADER: PucaPicks for 1/12/17

Normally, I like to squeeze in some info above the fold, because I want to tempt you into being a ProTrader, but you’re already here and there’s a lot to go over with the launch of Aether Revolt, and the bannings, and all sorts of things. So let’s get to it!

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ProTrader: Magic doesn’t have to be expensive.

Now Usually I Don’t Do This

Now usually I don’t do this, but, uh, I’ma go ahead and break y’all off with a little remix of the previews.

Things I don’t like

I don’t like having to talk about things I don’t want to talk about. If you’re a buyer in MTG Finance, you don’t have to have an opinion on every card. You basically only ever have to have an opinion on one card, if it’s the right card. If you saw them spoil Tarmogoyf and said “This could be the first Standard card to break the $30 mark” and bought all of them for basically $1 the first week the card was available, you likely made a mint. People would have patted you on the back for being so prescient. No one would have said “Yeah, you made thousands on Goyf, but you totally whiffed on telling us to buy Coalition Relic and when you said Magus of the Vineyard ‘seemed OK’ I bought a bunch and lost my ass.” No one wants to talk about every card if they don’t have strong feelings about it. That’s why this week I’m going to talk about the cards I have strong feelings about. If you want to figure out what the rest of the set is going to do financially, ask someone who has a strong opinion. Based on what I think is going to happen from EDH demand (and other formats where it’s applicable) I have some opinions on current prices. I almost never recommend preordering (hence the title) but there are cards to watch and cards to buy in my opinion and since this is my article, you’re going to get my opinion until you stop reading. That’s how this works.

More things I don’t like are mono-colored Legendary creatures. The colors an EDH general put you in are just as important as the effect of the general (in general) and how good Sram is at drawing cards pales a bit when you realize you have to build him mono-White unless you relegate him to the 99 of your other decks. Look back at prices from Kaladesh. We’re seeing what people want already.

The bad multi-colored generals are basically at the same price as the good mono-colored ones. Meanwhile the trash mono-colored one (Oviya) is an outlier, as is the very good multi-colored one (Rashmi, whose foil price is 3-4 times the other commanders and whose non-foil price is higher than all of the other non-foils prices also). Foils don’t tell the entire story, however they are the first prices to be sensitive to demand increases because of their lower supply. For non-mythics in the post-mythic era, it takes a lot of demand to move the needle. Masterpieces are crushing everything so much that the in-demand mythic Rashmi is worth basically the same as a less-in-demand-but-still-in-demand card like Pia Nalaar despite the one being mythic and one being non-mythic. Of course a mythic foil will be worth more than a non-mythic foil, but $13ish shows that the demand from EDH players has started already. Pia and Padeem have abilities EDH players want, but the mono-colored nature of Padeem all but relegates him to the 99 whereas Pia and Rashmi can play both roles. Gonti is basically a best-case scenario for a mono-colored commander since he is the second best Legendary creature in the set, is in a good color and wasn’t a buy-a-box promo or whatever. I think we can predict a few things about what we’ll see with the cycle of mono-color Legends in Aether Revolt.

This dude is $5.50 and at that price, it’s the strongest performer. I would say this is probably a better card than Gonti and certainly has people pretty hyped. I don’t want to pay $5 for this considering non-foil Rashmi is $1, however. Foils of this could be in the $10 range if tryhards follow through and end up as hyped about this card as they say they are. What is propping Baral up at this point is his potential for inclusion in Standard. Do we know whether that will happen? Did Reflector Mage’s banning make blue decks better or worse? Look, I wouldn’t ask Pat Chapin to accurately predict what is going to come from Standard post-new set and post-bannings so you’re crazy if you ask me whether this will see Standard play. Stranger things have happened. I do know that this would have to see a TON of Standard play to justify a $5 buy-in for non-foils.

Count all of the mythics under $5. Proceed with caution.

Personally, I think Sram is either the best or second-best Legendary creature in this set. Given its availability at $1.75 on TCGPlayer today, I’m not confident about any of the legendary creatures pre-selling for more than it. I don’t think Hope of Ghirapur’s durdly casual appeal will be enough to justify paying $2 for it. What I don’t like about pre-sale prices above bulk is that they make it difficult to get cheap foils from people. Kaladesh has showed that 3 months on, the best card (Baral? Sram?) are worth about $3.50 as a non-mythic. Baral could be worth $5 or more, but no one is trading you the foil version for $5 at the prerelease if the non-foil is going for that.

Stay away from the other stuff. I think Yahenni is underrated, but the foil is already at $5.50 and that’s probably about right for now. We’ll check back in a year, I guess, but Kaladesh is 3 months ahead and can probably give us a bit of a glimpse into trajectories that hopefully we can apply to Aether Revolt. The sets rotate out at the same time, but EDH doesn’t rotate and the demand is unaffected by such things. Rotation gives us a chance to get cards at their floor, though, and we’ll want to watch some of these cards then, if Standard doesn’t pump their prices, that is.

Things I like

This is a $4 pre-order, which kind of blows if you ask me. The $15 foil seems a little high, but the card has a lot of potential. This reminds me a LOT of Expropriate in terms of its appeal, mythic status, color, pre-sale price and a lot of other factors. Expropriate is in a set whose supply makes it quite inappropriate to try to compare prices, however. Trajectory, though, is a good corollary. At peak supply, I want to look at this card. I hope the foils come down, not because $15 is wrong but because it’s right and I want to pick them up for less than that. Do I think this foil hits the $30 that foil Expropriate hit? Nah. I’ll wait. Keep an eye on this sucker.

Aid From the Cowl is Aether Revolt’s From Beyond. You know how I won’t shut up about From Beyond? Well, sometimes they make a functional reprint (and maybe a slightly better version) of a card that a lot of people in a lot of formats are using that’s worth like $5 after a bunch of reprintings. Maybe this new card is harder to reprint. Maybe the only reason the prices aren’t the same is because the card is very recent and there are hundreds of copies in every retail outlet. It will take a year or two for demand to soak up those copies. In the mean time, you can take your time socking away a ton of copies at your own pace and suddenly From Beyond is like $8 and everyone but you and me is surprised. Aid From the Cowl is this set’s Zendikar Resurgent. This reminds me of Lurking Predators. It casts free Permanents. It will take a minute for this card to go up, but if you make sure you get every copy in every binder over the next few years, you’re going to just make money. Trade away Aetherspire Harvester for 4 copies of this and you’ll end up looking like a genius when Harvester is worth 1/4 as much and Aid is worth 4 times as much. You need a retail out on this, though, since if this quadruples (which it might not) the buylist probably only doubles and then shipping costs eat a lot of your bottom line. Read this. There is a reason I recommend grabbing these in trade and not paying shipping. This will hold value and grow while a lot of the rest of the set will not. If this looks risky to you, stay away. There are plenty of cards that are going to go up faster and aren’t from Masterpiece-containing sets. However, foils of this are $5 which means EDH is very aware that this is nuts. That or dealers think EDH is aware that this is nuts. Either way, I have confidence in this card.

I like this card a lot more than most people, but at peak supply, these will be dirt cheap. I like this as a long-term pickup, especially for people who don’t like foils. Watch this. Trophy Mage is spicy and gets a lot of combo pieces.

At $75 for the masterpiece, $23 for the set foil and $8 for the non-foil, it’s safe to say this card has been identified. I am not sure there are many ways to take advantage of this in Standard, so the price is almost certainly too high given the Masterpieces in the set. This is Panharmonicon levels of good and unless someone jams this in Standard, this will tail off until we hit peak supply. Not much we can do about the foil price since it’s a snap pick-up for players at its current price and I don’t see it getting high enough in the meantime that we’ll wish we’d paid $23 for finance reasons. Not with a $75 Masterpiece, anyway. If those prices move together, though, it’s worth revisiting. However, I think this will go down and we’ll want to revisit at peak supply.

Bulk rare with an $8 foil? I’m listening! If Aid From the Cowl doesn’t end up this set’s From Beyond, this sure will. This may be an early front-runner for this set’s Dictate of Erebos, although Dictate was also predicated on being a nearly identical printing of a $15 card. This isn’t as obvious as all that but it’s certainly powerful and the high foil price indicates someone has a lot of faith in this bulk rare. I think this is good enough to maintain some value moving forward, especially used in concert with cards like Abundance, Mayael, Aid From the Cowl, Lurking Predators and myriad other “I get a random card from the top but not actually that random” cards. This is a steal at bulk status and I want to trade for these all day.

This card has me very excited. This is a value engine and will likely be the centerpiece of some comboes that ruin some lives moving forward. $1.50 on the non-foil is probably good for now, but dealers don’t seem that bullish on this being played in EDH since the foils are only $3. I think $3 for foils of this is probably incorrect. If it gets any cheaper, I’m all-in. As it is, $3 for foils makes me think it could get cheaper since pre-sale foil prices are usually too high given the total lack of competition from other vendors and the uncertainty surrounding getting your hands on enough to fill orders. There is a foil in the set whose current price makes me want to buy, though.

Before I tell you that card, I want to show you a few other graphs.

I’m sure you can guess which card I’m going to point out.

Boom. This gets you any number of rats or apostles out of your deck and it’s currently $1.50 in foil on TCG Player. I’m not bullish about the non-foils until they hit true bulk, and possibly even not then, but this is a steal at $1.50. The apostles are pretty cheap themselves meaning the deck is doable in foil and if the foil is super cheap, why not just get the foil version if you have to pay $1 or whatever for shipping regardless? It’s also worth noting that using Secret Salvage on Hedron Alignment means you can handle exiling a copy and finding your other copies in one card. That’s pretty good if you ask me.

Which cards do you think are worth discussing at their current price? Did I miss something that’s obvious to you because you’re so smart? Leave it in the comments section. Until next week!

PROTRADER: The Watchtower: 1/9/17

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!


Wow. Now that was an announcement. If you somehow missed it, Wizards told us that in four hours we were getting the Banned & Restricted List update, one week early, and then dropped an especially large hammer:

Standard:
Smuggler’s Copter is banned.
Emrakul, the Promised End is banned.
Reflector Mage is banned.

Modern:
Golgari-Grave Troll is banned.
Gitaxian Probe is banned.

It’s going to take a lot of weeks, words, and work to figure out what all of this means across Standard and Modern. This week I’ll do my best to capture the surface level of these changes, but please give me some leeway for not catching any huge shifts that may come about. I’m sure even the pros are sitting around scratching their heads about where to go from here right now.

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ProTrader: Magic doesn’t have to be expensive.