UNLOCKED: The Watchtower 6/19/17

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 if you enjoy playing Magic, make sure to visit https://scry.land to find PPTQs, SCG Opens, and more events on an interactive map with worldwide coverage. Find Magic near you today.


Man, #GPVegas, right? I’m on about four hours of sleep right now, and I’d imagine anyone else that attended is in the same boat. Some Invocations were spoiled. Inventions Engineered Explosives was bought out. The Modern GP had a wacky top eight. Everyone who knew what they were doing spent way too much money on food and loved it. But man this Monday sucks.

Leonin Arbiter (Foil)

Price Today: $10
Possible Price: $20

Inexplicably, there were two Hatebears decks in the top eight of Vegas. I’m not exactly clear on how that happened. Nevertheless, here we are. Hatebears has been a permanent fixture in the tier 2.5 bracket of Modern, and this weekend we saw that even mediocre decks can occasionally overperform.

There’s certainly a subset of players that enjoy this strategy, and that will continue to be true so long as you can attempt to tax and needle players out of the game. People were doing this with Maverick in Legacy six years ago, and the strategy is still around and kicking today.

Leonin Arbiter is a permanent fixture in Modern D&T, and while normally I wouldn’t be keen on cards from a semi-niche strategy like this, Arbiter has now gone quite awhile without a reprint, and I wouldn’t say Wizards is gunning to print him again. He could show up in Iconic Masters or Masters 25 of course, but it would be one of those “well I guess” reprints, rather than a “we need to put this somewhere.”

There are a few foils at $10, and putting two copies into the top of Vegas is likely to inspire more people to move into the deck, as it’s a sort of validation of the strategy’s competency and competitiveness. I’m not sure that’s true, mind you, but it will read that way to some. In any case, $10 for foil staple in a tier two-ish deck that’s now pushing seven years old isn’t a bad pickup. Sales of just a few playsets would put this firmly in the $20 range.


Dictate of Kruphix (Game Day)

Price Today: $4
Possible Price: $12

I’d say there were two exciting things to see in the Modern GP, and UB Taking Turns was one of them. It was certainly a wild list, with specific quantities that appear to be tested. Does that mean it’s actually a good deck, rather than just someone that got lucky at the wrong tables in Vegas? Maybe. The tools for some sort of turbofog list are basically all there, and it’s a strategy that has been successful in other formats multiple times. Death’s Shadow existed for years without anyone discovering it; the same could be true here.

Whenever a deck like this pops up on the radar, a small rush of players look to pick it up. Time Warp and Temporal Mastery would typically be the cards most poised to jump in price, but there’s suppressing factors. Mastery was just reprinted in MM3, and while it’s been longer for Warp, there are still four printings out there with well over 200 copies available. Part the Waterveil was just printed and has a huge stock. Exhaustion has 1,000 printings. (Although I went looking for 9th Edition foils, and I cannot find a single copy anywhere at any price.) Howling Mine is the same. I figured normal Dictates would be a good place to start, but there are 250 copies on TCG alone. Maybe eventually, but that day is not today, and it’s the type of card Wizards will reprint off-cycle.

I had forgotten there was a Game Day promo of Dictate though, and it’s sweet looking. A quick check sees just 24 vendors on TCG with copies. That’s a number I like to see. Over on EDHREC Dictate shows up in over 4,000 decks, which puts it on the list of most popular EDH cards in the last year. That’s another number I like to see.

Copies are available right around $4, and UB Taking Turns or not, that number is going to rise eventually. This Modern deck is only going to expedite that.


Chief Engineer (Game Day)

Price Today: $1.75
Possible Price: $8

UB Taking Turns was the first interesting thing at the Modern GP; “Blue Steel” is the other one. Zac Elsik, with such credits as Lantern Control and Nourshing Shoal Goryo’s, showed up with a Grand Architect aggro deck. He did not design it, mind you — please don’t yell at me in the comments that he stole the idea — he just tweaked it, and performed reasonably well with it, with a final finish of 11-4. (With three losses to Eldrazi Tron, apparently.)

Grand Architect is certainly where you may want to look first, but the time for that was a few weeks (or years) ago. At this point, that ship has sailed. Lodestone Golem has too many printings and too little demand. Master of Etherium is already pricey. Smuggler’s Copter is too new. Chief Engineer was printed in Commander 2016. But — just like Dictate of Kruphix — I forgot there was a game day promo of this guy.

With over 2,000 EDH decks running Chief Engineer, there’s clearly demand. For reference, there are 2,200 Breya decks in the REC file. He should also be an auto-include in just about any deck with an artifact theme. And, again, cool looking Game Day promo that’s never showing up again.

You can snag these for around $2 right now, less if you get lucky. There aren’t too many out there though. Most major vendors are out of stock or low supply, and TCG is down to 50 sellers. That’s not miniscule, but it’s not a large reserve either. I’m not expecting a sudden buyout on this unless the deck top eights another SCG Open or Grand Prix in the near future, but pressure on supply will definitely be constant, and there’s no more copies coming.


Travis Allen has  been playing Magic: The Gathering since 1994, mostly in upstate New York. Ever since his first FNM he’s been trying to make playing Magic cheaper, and he first brought his perspective to MTGPrice in 2012. You can find his articles there weekly, as well as on the podcast MTG Fast Finance.


UNLOCKED PROTRADER: What We Learned (so far!)

So I think we need to be honest: while a lot of the attention and coverage is on the triple Grand Prix in Vegas and all the associated silliness, there’s a lot still going on, especially as this is Announcements Week!

I’m not here to remind you of what’s happened. If you have a Twitter account, if you even glance at the Magic subreddit, if you engage at all the you’ll read this and not need me to tell you the base news, but there are some things worth taking away from all the stuff that’s gone on.

I’m going to be referring to this site quite often for the next year or so: the ‘Coming Soon’ page. This is a list of what’s coming out and when, though some specific dates aren’t on there, it’s at least a month/year listing.

Financially speaking, there’s a whole lot of things to be aware of. It’ll be up to you about what action to take.

The Masters Sets

We’ve had expensive times in Magic before. I don’t think we’ve had anything to compare to this, though. In one 12-month period, we will have had Modern Masters 2017, Iconic Masters, and 25th Anniversary Masters, or Masters 25 as they are calling it, and I devoutly hope a better name comes along before then. I get that it has to say ‘Masters’ in there someplace, to continue the naming convention, but wow that makes for awkward branding.

Those three sets represent 747 reprinted cards, in just one year. There might be some overlap, there might not.

Why we care: Reprint risk has been at an all-time high lately, and this is a pure minefield. Something like Conspiracy would at least have some new cards, but this is all reprints and all will likely have the one-foil-per-pack setup we’ve gotten used to.

I don’t know what they are going to print and speculation is rampant. We’ve had a lot of reprints covered in the Masterpiece series (more on that in a second) but right now, I’m taking stock of what I’ve accumulated and if the value has appreciated enough, I’m going to look at moving it. This many reprints in this short of time is a minefield, and I want to minimize what’s going to hurt. I don’t think you can escape, if you have a lot of cards you’re holding long-term.

 

From the Vault: Transform

One of the things that’s come up over the years is the logistical difficulties of printing double-faced cards, and how safe those are from being reprinted. I wonder if anyone thought this would be the solution to a problem that doesn’t exist. There’s only 92 cards that are completely double-sided, and 59 of those are from the last two years. Will they have fixed the terrible appearance of FTV? Will these somehow curl on both sides?

Why we care: The quick consensus seems to be that Jace, Vryn’s Prodigy is going to be the expensive card of the set, and Delver of Secrets seems like an easy inclusion…and then what? I freely admit that I’d been quietly picking up foils of Archangel Avacyn, and that seems likely to take a hit. Are we going to get the Arilinn Kord reprint we didn’t need? There’s not a lot of value in double-faced cards, and what value there is, is about to take a major hit.

I think a Meld pairing is going to be included, but which? I think Hanweir, the Writhing Township is most likely the choice but who knows? Will we get the full Delver trilogy? Will they do something wild, like turn the Kamigawa flip cards into full transform cards? Who knows. Would we even care? I highly doubt the prices of old flip cards would budge if new double-sided versions were premiered this way.

 

The third Un-set: Unstable

I’m exceptionally torn about this. On one hand, playing with either of the first two silver-bordered sets was an amazingly enjoyable experience. On the other, I think I would pay full price to draft this…twice? Three times, tops? We have a recent example of how this model doesn’t always work: Conspiracy: Take the Crown. It’s a lot of fun, a unique draft experience, it’s got its share of valuable cards, and yet you can still get boxes dirt cheap.

Why we care: The basic lands. When we get around to opening these packs, we are going to expect some sort of unique land design. I don’t think they can match, much less excel, the standard set by Unhinged’s minimalist approach or the beauty of John Avon’s work. I do think these will look…nice. Pretty, even. But they will need to carry all of the value, since none of these cards will be worth anything else. Foils will likely not carry much weight either, as you can’t put these in Commander decks. How many thousands of Unstable cubes will need to be created for this to be valuable?

 

The beginning of single-set blocks and the return of Core sets

This might be the biggest news of all, aside from the leaked cards. We’ve had things sort of like this before, such as a standalone third set (Rise of the Eldrazi, Avacyn Restored) or the big-big-small model of Return to Ravnica block, but this is going to be interesting. Sets will be opened for three months and that’s it. No more 6:2:1 of the three-set block, or the 3:1 ratio of two-set blocks. This is one and done. Supply will be pretty clear at that point. We also get Core sets back, which means reprint mania!

Why we care: I like the single-set model because I don’t have to worry about that trickle of packs during the second set. For example, as we go into Hour of Devastation, does the small amount of Amonkhet being opened mean the price of Anointed Procession will keep trending downwards? Core sets will likely be on the modern model of some reprints and some new cards, keeping the set interesting while providing a place to reprint stuff that might not have fit, flavor-wise, into some other block. Think of Stifle or Inquistion of Kozilek in Conspiracy 2.

 

The Ixalan Leaks

So someone who’s working on test prints for Ixalan (the set is three months away, the cards should pretty much be set in their wording, barring emergencies) decided to snap a couple of photos and spread the word. This is wrong and bad but not something that we can ignore.

Why we care: We’re about to get a new tribal-based block, with some interesting color shifts. Merfolk in green. Vampires in white! DINOSAURS! We are also about to get tribal Commander decks in August, so if stuff avoids reprints in that set and this, it’s got nowhere to go but up.

The Commander decks worry me, because, again, that’s a lot of reprints. Foils are probably safe, but only if they couldn’t possibly be in Ixalan. Something like Obelisk of Urd, where the nonfoil is an easy inclusion into a Commander product, but the keyword is ruling it out of Ixalan.

 

Masterpieces becoming rarer

Someone at Wizards must have said, “Holy crap, we’re already down to printing Divert as a super-mythic alternate frame chase card? We need to throttle back.” So Masterpieces will be back, just not in every single set. FTV: Masterpiece is probably just a couple of years away.

Why we care: Standard will be a little more expensive now without chase cards goosing the value of the product. I think this is the worst side effect of a good change. We’re too used to this, and it’s in our best interest to have this be something we are excited for, a bonus, instead of an expectation.

 

Cliff is an avid kitchen table player who’s loving the Drake Haven deck in FNM. He’s been at this since late 1994 and doesn’t appreciate being called iconic, though he’s extremely likely to build a foil Unstable cube. Find him on Twitter @WordOfCommander.

Unlocked Pro Trader: 5 Things I Learned Sorting By Color – Green

I am going to launch a bit of a sub-series here because there isn’t much to talk about this week. We don’t know much about Commander 2017 beyond the fact that we know an awful lot about one deck and nothing about the others. Everything obvious vis-a-vis Dragons has been done by everyone and the non-obvious stuff won’t pay off for months. Hour of Devastation spoilers will start in earnest soon and we’ll have some spicy EDH tech to glean from that, but for now, EDH is sort of quiet. It was with that in mind that I started screwing around on EDHREC even more and went a lot deeper.

While it’s not perfect (for example, Raging River comes up under colorless enchantments, likely due to someone outside of EDHREC’s error since the data is all scraped from elsewhere) using EDHREC reports for top cards rather than using the advanced filters (Something else I can get into if people want) or typing in the name of the card lets you eyeball something that was sort of tough to eyeball before. A while back, I was asked to write about the top 10 cards that were relevant in EDH and I did it the hard way, guessing mostly until I discovered that I could just go to a page for that. Seeing the top 100 cards in the format wasn’t super surprising, although the way the cards were ranked was. I got a lot of surprises going through the data and I enjoyed the process immensely.

I’m going to go through each color and talk about things I find surprising and which could potentially have financial consequences. I’ll probably eventually do each color and since there’s no rush on this, I’ll get to it when nothing else is going on. I think Green is going to be the sexiest one so I’m going to start with Green just so you all can pick up what I’m putting down. First of all, how do you access this by yourself?

At the top of the page, any page, click the “cards” dropdown.

Click by color and pick the color (or lack thereof) and it takes you to the page where it first lists the Top 100 over all then breaks it down into subcategories. All of this is displayed on the one page and seeing the cards sorted by percentage inclusion is great. That’s how you do this, so let’s get into what surprised me in the green stuff and what I think might be relevant.

  1. Eternal Witness Gets Played. A Lot.

If you had asked me to guess the Top 5 Green creatures in terms of inclusion, I would have done very well. I would have said Sakura-Tribe Elder was played most and then in no particular order, the rest of the Top 5 was Acidic Slime, Birds of Paradise, Reclamation Sage and Llanowar Elves. That’s not bad for guessing based on what I see played but I whiffed on number 1. Eternal Witness is played in an astonishing 45% of the decks on EDHREC. Sakura-Tribe Elder is in 32% and the slide really begins with Acidic Slime finishing 3rd with 27%. 45% is unreal inclusion and it shows there’s a big difference between “Beast Within (28% of decks that can include green cards) can really shrug off reprints” and “Eternal Witness can really shrug off reprints. Eternal Witness really has shrugged off reprints, too. It’s been in 3 Commander deck printings, a Duel deck and Modern Masters and maintains a healthy $6 price tag. The price cycles but it never seems like it gets truly blown out.

Relative inclusion has to be a metric we pay better attention to going forward. Just saying “It’s an EDH staple” is fine but it’s sort of lazy and it really obscures the truth. Lots of Green cards are “Staples” but none of them are Eternal Witness. The second-most-played card isn’t even Eternal Witness- It’s Cultivate which is played in 38% of decks (2% more than Kodama’s Reach – go figure. Guess there’s a lot of Minamo’s Meddling in their meta) and while it’s a buck, it’s not a finance juggernaut like E Wit. This is a safe buy if it’s reprinted again.

2. EDHREC Doesn’t Appear to Show Cards Being “Priced Out”

EDHREC measure what people report they’re building and that includes a non-zero number of wishlists. Unlike tournament sites which report the cards that a player managed to track down and register in their deck, EDHREC can sometimes pick up lists that people register wishing they could afford. I think this is good to note because while that is a potential weakness, we don’t see people registering a ton of decks with ABU duals in the manabase for shits and giggles – sites like Tappedout seem more like schematics than fantasy projections. If a player registers something like Oracle of Mul Daya, they’re pretty likely to pick it up. Besides, all things being equal, any $20 card will be similarly out of reach to the people who can’t afford $20 for a card so it should be a wash. They’ll register the same number of Oracles they can’t afford and Consecrated Sphinxes they can’t afford so relative demand should still be a fair metric for determining demand from within the format. There are plenty of $20+ cards in the Top 100 and while there aren’t as many people playing Vorinclex as there are playing Birds of Paradise, that says more about the latter’s ubiquity than it does the former’s affordability. It’s very likely we’re seeing the “Top 100 Green cards, money is no object” list, or damn near it. It’s not like people are lining up to play Drop of Honey but can’t because of how expensive it is. More likely people want the less obscure stuff because they’ve seen it played, know what it can do and have a reasonable chance of obtaining it. Whether or not these are the 100 “best” cards is irrelevant because we’re trying to predict what people will buy and what they’ll buy are the cards on this list.

3. Mana Matters

Obviously mana matters, but when you isolate just the green cards from the rest of the cards, you really start to see how many deal with mana. EDH is a big mana format and mana thirst drives a lot of card inclusion. Green is put into decks because it can get dead stuff out of the graveyard and deal with artifacts and enchantments, but mostly it’s there for mana purposes. In the Top 100 Green cards, a whopping 38 of them, over a third (you knew that 38 was more than 33, I’m not sure why I felt compelled to put that, or leave it after I typed this, or leave this after I typed this) deal with mana. That seems obvious, but it helps more than you think. Everyone knew Sylvan Caryatid would be good and would help Standard. What we didn’t think about at the time was how EDH inclusion could help smooth the price crash out at rotation time given its inclusion in 7% of EDH decks. I used to run Utopia Tree – I knew full well we’d want Caryatid in our decks. That 7% inclusion is good enough to keep the price steady at about $2.50, which is way down from its ridiculous Standard-fueled peak of $15, but it never truly hit bulk. You can use that as a baseline to compare to future mana dorks. What if we get a creature that’s closer to Bloom Tender than it is to Caryatid? Basically every mana dork ever except pretty obscure ones are in the Top 100 Green cards and a lot more show up in the Top 48 creatures. Knowing this helps us a ton when they print new mana creatures. Did you see this being $3 and climbing? Maybe we should have.

4. Bad Removal is More than OK

Green is great when coupled with other colors because Green lets other colors do what they were going to do faster. But since Green is the best color in EDH, people are going to run mono-Green decks and that means you need to run goofy removal. People love Terastodon and Woodfall Primus but they even love ways to deal with creatures like Desert Twister. Green players love Desert Twister. 6 mana isn’t a problem in EDH – what else was the Green player going to do on Turn 3? Goofy removal becomes necessary for Green decks and therefore ends up in demand.

Did anyone see this happening? A really mediocre removal spell from a $35 MSRP deck that has approximately $97 worth of elves in it flirts with $10? How? Well, it may be bad, but it’s the best Green has, and sometimes you can do stupid crap like copy their creature with a Vesuva. Hey, they printed a card that’s a lot like this, didn’t they? How’s that card doing?

Wow, it’s under a buck. BRB, filling up a shopping cart full of these at under $1 because the ceiling for this is $10, right?

No, of course not. This card is Blue, and Blue doesn’t need to trifle with goofy-ass removal spells. Blue has Treachery and Blue has Cyclonic Rift. Green doesn’t have Cyclonic Rift, Green has Cyclone and Cyclone is never going to be Cyclonic Rift. Song of the Dryads is goofy but goofy is good enough and the next time Green gets some goofy removal, we need to give it a second thought, especially if it’s in supplemental product. Spells that do what Green does best are represented in the Top 100 but spells that do what Green does terribly are over-represented and we need to take note of that.

5. Fair Play is for Suckers

You win Magic games by getting ahead and one way to do that is cheat. If you aren’t inclined to cheat in a game of EDH because you’re likely with friends and there are likely no stakes, congratulations. You’ve hurdled the bare minimum requirements for being a non-scumbag. What do you want, a parade? If you have to cheat, cheat legally. Of the Top 100 Green cards, 15 of them deal with cheating things into play. The bigger the better, as evidenced by Genesis Wave surpassing Birthing Pod in price in the last few years. Granted one of them is banned in Modern and the other is ostensibly playable in a deck one guy played one time, and also Birthing Pod is still played more and its price is being pulled down by being a two-of in an event deck… where was I going with this? Oh, yeah, Genesis Wave is great and Genesis Hydra is also a good card. Maybe Genesis Hydra can go up longer term. Maybe we look at Lurking Predators and see how that recovers. Maybe Yisan finally starts to be worth money as a non-foil. As long as there is cheating going on, Green is about it because Green has expensive creatures and paying mana costs is for suckers.

Do we want me to do this for the rest of the colors? I feel like there is a lot to unpack and there are some valuable insights. What surprised you when you looked through and saw which cards were played more than others? Any surprises? Do you use data like this to try and predict future card prices? Let me know in the comments section. Hopefully next week we’ll have some spoilers to dissect. Until next time!

PROTRADER: The Watchtower 6/12/17

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 if you enjoy playing Magic, make sure to visit https://scry.land to find PPTQs, SCG Opens, and more events on an interactive map with worldwide coverage. Find Magic near you today.


About twenty minutes after I post this article, Rosewater is posting his, titled “Metamorphosis 2.0.” It promises to be quite a shake-up, given that the last “Metamorphosis” article was the one that announced two set blocks and an eighteen month Standard rotation. I’d love to post my guess as to what we’ll see, but given that the truth will be revealed almost immediately, I’ll just end up insanely owned for no reason, so I’ll keep my thoughts to myself.

Whatever changes we see, I suspect none will have an immediate impact on card prices. The types of change that Rosewater is likely to discuss will have large, sweeping, structural changes on the markets for cards, rather than an immediate “oh shi-” as may occur with the change to split card rules, for instance. Whatever it is, I’m sure you’ll be able to hear plenty of discussion on MTG Fast Finance this week and/or next about what it means for us.

There’s a ban list update tomorrow, which may or may not include Aetherworks Marvel. I’m inclined to think they’d just leave it, but they did move the date up a little, and generally they’d only move B&R dates if there’s a good reason. While I’d love for them to axe Marvel hours before a Standard GP, don’t expect any changes to be in place this weekend, even if there is a ban/unban. If there is a ban, expect a flurry of sales both on site and nationwide as a result.

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