Unlocked Pro Trader: Ace or Base?

Readers! I am on a bit of a roll lately, writing what are at least my best-received articles if not my best-written and I would like to keep that streak alive and offer some real value this week. Continuing a bit from what we established last week in an article that if you haven’t read yet, you should and then come back and read this one. We established that artifacts and other colorless cards that have the potential to go in any deck tend to go in twice as many decks as similar “tier” staples that are limited to going into only decks of a certain color. The math is a little fuzzy, but we’re coming to a conclusion that “an artifact is basically twice as playable” which isn’t that exact and doesn’t need to be. That rule can be a rule we use every set we evaluate moving forward and as long as you check my math and, you know, agree with me, that factor of 2x can be something that helps you make assessments moving forward.

Armed both with that (vague, but so what?) factor and also the same process we used to come to those conclusions, we can therefore take a look at cards in Ultimate Masters and determine whether they are more or less likely than a card we consider a baseline “likely to recover in price” and make our buys with that knowledge in mind. It needn’t be the only factor we use to determine whether a card is worth buying now (prices have dipped and some are already showing signs of a brief recovery which might not hold, but people are already saying now is a good time to start buying in) but it can inform some of your future buying decisions when weighed against other factors. Or not, just ignore other factors and buy what I say to because you’re not paying for article access to have to think afterward, you’re paying me to think. Well, here’s what I think.

Ace or Base?

The first thing we need to do in order to figure out if something is above or below our “likely/not likely to recover in price” line is to figure out where it is. I am remaining relatively agnostic to cards used outside of EDH unless they’re used in EDH also. I can’t ignore the effects of other formats but I can mainly stick to cards that are largely used in EDH and to that end, I decided to use the handy feature of EDHREC where you can click on a full set and it will list the cards in order of EDH inclusion. The number one EDH card in terms of total EDHREC deck inclusions from Ultimate Masters? You guessed it. Terramorphic Expanse (You thought it was Eternal Witness, didn’t you? Me too.) I lucked out a bit in that prices hadn’t been updated in a few days so I got to look at the price of the cards before people started cracking packs for the most part which helps me figure out how much certain cards tanked which is a factor in determining how much they’re likely to rebound.

I think, personally, the line should be at Gamble. I think Gamble isn’t likely to recover a ton but I think cards used more than Gamble (and reprinted less) are more likely to recover and cards used less are less likely.

At 10k decks, Gamble is 28th on the list of cards in Ultimate Masters ranked by inclusion. Gamble has had a little play outside of EDH but that was basically inclusion in the Lands deck in Legacy and I hate to say it, but Legacy isn’t really driving prices like it used to. Gamble probably stays the same-ish and with the Eternal Masters version of the card down to $12 on Card Kingdom before the reprint and the Ultimate Masters version currently selling for $3.50, I don’t know if Gamble has the chops to make up for lost ground. If it does, that just means we have a higher degree of confidence in the cards we pick above Gamble and could see opportunity in sub-Gamble picks like Balefire Dragon, Phyrexian Altar and Glen Elendra Archamage.

Bubble Cards (Immediately Sub-Gamble)

I think if we don’t expect Gamble to regain more than like 50% of the $6 it lost, these cards are even less likely. Phyrexian Altar’s price was largely predicated on scarcity and as much as I loved to harp on how much it needed a reprint, that wasn’t because I thought it was a good investment post-reprint. I think Altar is used in only one format, is in fewer than 10,000 decks and doesn’t quite have the chops to get there. Phyrexian Tower and Gamble get played in Legacy and Karn and All is Dust get played in Modern to the extent that the EDH play may be an after thought but they’re still in the top 40 cards in the set in terms of play. I think we can safely ignore Modern cards and focus on EDH cards. Balefire Dragon’s price seems largely predicated on scarcity even though it’s relatively recent but I think it’s still less likely than Gamble to recover. These cards could go either way, but since there are much juicier targets, why worry about them? If you want them to play with, you can safely buy in at the current price and not feel too bad about it.

Relatively Certain Gainers (Immediately Super-Gamble)

The 13 cards immediately above Gamble look good. I think we can all agree Life From The Loam is likely to rebound just as a gut feeling so drawing the line above it didn’t make sense and even if we’re wrong about Gamble being our baseline, we can agree Loam probably goes up. Now we’re not sorting by EDH+other formats so the order the cards are in can be misleading when sorted solely by EDH demand, but all this does is tell us which cards we should zoom in on and take a second look at. Let’s look at Loam.

Before the reprinting, the last reprinting of Loam (Izzet Vs Golgari) were $24 on Card Kingdom. Today, the Ultimate Masters version is $14 and could probably go down a bit more – it’s $11 on TCG Player and players are racing each other to the bottom. Either way, it lost about $10. It has recovered exactly that amount before.

The Lord Windgrace deck didn’t suck for Loam and neither did people toying with Dredge in Modern, but between April 2017 and October 2018, the value recovered and then some, and that’s with a duel deck printing and a Masters set printing. Eventually this will stop recovering, but I don’t think this will be the printing that does it.

So what about a card that’s not getting any help from other formats? $23 or so and bafflingly more on TCG Player before the reprinting, today you can grab an Ultimate Masters copy of Mikaeus for $14 on Card Kingdom or $12 on TCG Player. If you’re going to do that, you may as well grab the $35 box-topper, which is significantly less than the set foil price. I think Mikaeus, despite only being an EDH card, could see a rebound. It’s in more than 10k decks which is a bit of an arbitrary cut-off and only really means something relative to the other cards current for the number of decks listed but we do tend to see stronger rebounds for cards above that cut-off so I’m going to use it (with caution).

I think given its EDH-only play, Mikaeus is less likely to regain 100% of what it lost than Loam but it’s a mythic whereas Loam is a rare and that should help tremendously. All in all, I’d say Mikaeus is a good pickup right now.

This is worth mentioning because I have a penchant for blue commons in foil and this is the first and only printing of this art in foil. It’s currently significantly cheaper than the much more rare set foil. Card Kingdom is sold out of Urza’s Legacy foils at $33 and you can currently snag UMA foils for $5 on Card Kingdom or a $3 listed median/$1 market price on TCG Player. $1 is very incorrect for a cube, pauper and EDH card like this. Cheap foils of this seem like a Dramatic Reversal or Arcane Denial waiting to happen.

With solid EDH play, this card seems poised to recover a pretty decent chunk of the $18 or so it just lost. A card losing half of its value can be pretty brutal and while Loam seems poised to recover all of its value, copies of Loam go out 4 at a time in non-EDH formats whereas copies of Kozilek don’t. I think this is less likely than Loam to recover all of the value it lost. The one saving grace is that this was always reprinted at mythic and that’s a huge help.

This is a graph showing the recovery last time which was pretty robust considering the peak of nearly $70 was pretty nutty.  I think the mythic printing can help this pull out of the spin and recover roughly half of what it lost.

Basically the cards above this tier seem fairly certain to recover and I’m not sure they bear much discussion.

If you were to somehow list the cards by EDH+all other formats’ demand, I think some of the cards from this tier would be lower and lower-tier cards would be higher, but for the most part, I think the stuff in this tier will recover well, provided there is something to recover. I think Thespians’ Stage is probably crushed forever except in foil and commons and uncommons are likely going to lose so little value that it won’t be hard to make it back up, but this tier has a lot of strong cards. Eternal Witness is the poster child for shrugging off reprints, Demonic Tutor hasn’t been printed in like 5 years and even then it was Duel Deck Anthologies so it’s basically been out of print since 2008, Kodama’s Reach has new art which should help it out and Urborg is Urborg. I think the cards in this tier with the obvious exceptions of Rogue’s Passage and Terramorphic Expanse which have both been printed into powder, we should see some strong recovery here. My favorites here are foil Eternal Witness, both Demonic Tutor in foil and not, and Mana Vault.

I think just sorting cards in terms of EDH inclusion can help you think about what has a chance of recovering by seeing the cards “ranked” and while there are some cards over- or under-represented in the tiers due to their play outside of EDH and whether they’re a 4-of in those formats, but for the most part, I think the cards are grouped appropriately. Agree? Disagree? Nitpick in the comments. Thanks for reading, readers. Until next time!

The Watchtower 12/10/18 for ProTraders – Plan Your Specs

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.


Without a doubt, the story around the proverbial water cooler today are the massive changes to the organized play program. There’s now a $10 million esports circuit each year that splits activity between Arena and paper Magic. Gone are all of the non-Pro Tour/GP events, such as Nationals Worlds, etc. The Pro Tour is now called, uh, the Tabletop Mythic Championship I think? Also there’s events just called Mythic Championships that are played on Arena? Pro Points are being frozen soon, and the Hall of Fame will be renamed and the voting process is going to be overhauled. A bunch of platinum and gold pros had their benefits rescinded but were given $75,000 play and stream contracts. Overall, big changes. Expect a staged roll out here, both on WotC’s side, and the community discussion. Look for analysis on the upcoming @mtgfastfinance this week.

MTGO Cards

Price Today: $?
Possible Price: $??

Noticeably absent from any of the information regarding the changes to the organized play structure is MTGO. Arena is front and center in the spotlight, one half of the ten million dollar prize purse each year, while there’s no indication that any competitive level events will occur on the older platform. At the time of the announcement a few days ago, this generated a considerable amount of anxiety from the enfranchised MTGO community.

Several individuals, spooked by the announcement, started trying to sell out. This was reducing buy prices, which then further spooked more players, and resulted in a downward spiral that pushed ticket values down. Major bot chains started freezing their purchasing of cards and tickets, which generated even more fear (though limited the ability to dump your collection).

Prices have stabilized a bit as people have realized the sky isn’t falling. Buy-ins are low though, for sure. The simple math is that MTGO is profitable for minimal investment from WotC’s perspective. So long as MTGO makes a good amount of money per player, WotC isn’t incentivized to get rid of it. Modern, Legacy, and Pauper are going to continue to be played on MTGO for at least a good while longer. If you’re involved in the MTGO economy — and I stress people that are already involved, not newcomers — now is the time to look for some investment opportunity on staples that shed 10, 20, or 50% in the last several days. I’d recommend against those that are unfamiliar with the MTGO landscape though. Lack of familiarity with the platform may compromise any potential gains.

Counterflux (Foil)

Price Today: $4
Possible Price: $10

Over in the real world, Niv Mizzet, Parun has been quite popular in EDH for a few weeks. He’s even climbed to the top (accessible) slot on EDHREC’s most-built; third. (First and second are indefinitely locked on Muldrotha and Atraxa.) I’ll admit that I’m a touch surprised by his popularity, but there it is. He’s not tribal, he’s not big and splashy, and all he really does is draw some extra cards. I guess it comes from the fact that you’re incentivized to play a boatload of instants and sorceries, which are admittedly the forgotten class of cards in EDH.

Popular within Niv Mizzet, and indeed in EDH overall, is Counterflux. Even as a two-color card it has found its way into over 9,000 listings, making it one of the most popular two-color options in the format. It’s not hard to see the utility; it’s the hardest counter available, and even lets you step in and wipe out an entire stack of spells that may have been built up between an opponent or two. And while less so than EDH, you’ll find Counterflux in Modern lists as well. It pops up in Jeskai sideboards with some amount of regularity, and will increase in popularity as a self-policing force should Jeskai become a larger portion of the metagame.

Return to Ravnica brought us Counterflux, and we’ve seen only a single other printing, Commander 2015, which didn’t come in foil. That leaves only the foils from RTR, which just celebrated its 6th birthday. Supply is as to be expected on a card that old. You’ll find barely over 30 copies on TCG right now, and prices don’t stay at $4 for long. With the continued popularity of Counterflux, and how unlikely we are to see any more foils in the near future, I suspect we’ll see growth on the horizon.

Ashnod’s Altar(Foil)

Price Today: $10
Possible Price: $20

Two altars are exceedingly popular in EDH; one of a Phyrexian nature, and Ashnod’s. Phyrexian Altar climbed up to $50 before finally getting a long-needed reprint in Ultimate Masters. Ashnod’s reprint came a few years prior, in Eternal Masters.

I don’t need to speak much to Ashnod’s Altar’s strength. Over 30,000 decks are registered with this somewhere in the 99. It will never not be useful. Sacrifice outlets are quietly fantastic, allowing you to make use of creatures that are destined to die anyways, and also allow you to eat creatures you end up with that aren’t exactly yours, per se. There are few as efficient as Altar.

The market recognizes that. At the moment, as with Counterflux, there are about 30 foil EMA copies on TCG. What I notice here is the steep ramp up from $10. There are a handful of copies available at that price point, but it’s not long before you hit $15, and then just a few more before $20 and more. This is primed to be cleaned up below $20, and with UMA spoilers finished, it’s not clear when we may see another foil. One can see why paying $10 for the only foil of one of the most popular cards in EDH is a reasonable decision.


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.



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A Moment of Silence

Frankly, even calling it MODO is antiquated of me. ‘Mit-Go’ doesn’t sing the same way as shorthand for ‘Magic Online Digital Object’ or whatever it stood for.

I had a whole piece written about Ultimate Masters, ready to go, and then they drop the ten-million-dollar bombshell on us.

First of all, go read the announcement. It’s dense. Read it again.

Now, let’s talk what it means for the MTGfinance community.

A momentary rant: Why on earth does Wizards always have to step on one thing with news of the next thing? Do enough people watch the gamer awards live that they felt it was worth overshadowing Ultimate Masters’ release weekend? This is a huge change in a lot of ways. Why a Thursday night, when we’re all salivating for our value-filled UMA drafts?

Well, we’ve finally arrived. Arena debuted in alpha version last September, with just Ixalan, and a little more than a year later, they are ready to warp the entire Organized Play structure around this new program. I’m relatively certain this was the plan from the getgo, and it’s something that’s been discussed here and other places.

Arena is more fun to play and watch. It’s just plain faster, too, and that’s not something to overlook. Arena is not going to replace ‘tabletop’ Magic (as they insist on calling it, when ‘paper’ has been the vernacular forever) but it is going to spell the slow ending of Magic Online in its current form.

Happily, Florian Koch just wrote about how the MTGO economy is on the decline, both due to the ascendancy of Arena and the value-killer that has been Treasure Chests. All told, the future is very clear: You’re not going to get your money back from Magic Online. I’d expect a sell-off this weekend (you know, instead of playing the heck out of UMA on its release weekend!) of impressive proportions.

I wouldn’t blame you if you wanted to get what you could, 25% of your invested money is still 25% you’ll get back. Magic Online won’t be dead tomorrow, but in all the changes announced, there’s not a single word of support for that program.

I would view it this way: It’s a way to play your favorite format (Pauper, Modern, Vintage, Legacy, Momir Basic, etc) just about anytime, including playtesting for big events that are coming up. It’s not a place to put money you want to get back. It’s already a lot cheaper to play those formats online than it is in person, and we’ll see how the economy shakes out once the crush ends.

Hopefully, you caught wind of this article too, where Elaine Chase confirms that Arena isn’t going to get older sets, and that they are figuring out what the non-rotating format will be in Arena, which she called ‘Standard Plus.’

This would appear to be the death knell for those who championed Frontier as a format. The new format starts with buddy lands and shocklands as the foundation. No fastlands, and no fetches.

Kaladesh through Hour of Devastation got wiped as part of the transition to the open beta, and frankly, I think they will keep Arena going at Ixalan and everything after. Kaladesh contains both fastlands and the Energy mechanic, problems they don’t want to face. Amonkhet block has the difficult-to-interact-with Gods, and we’ve seen how oppressive the red decks are with those sets available.

It’ll be easier to just cut those sets entirely, and that’s the gameplan I’d forecast.

What does that mean for us, in the MTGfinance world? We can’t profit off of cards on Arena, but we know that paper Magic is still going to be a huge part of the business, and let’s think about what is good right now in Standard, and Standard+.

I hope they do better than Standard-Plus for a format name. I don’t have confidence, though, turning Grand Prix into MagicFest is a worrisome sign.

Teferi, Hero of Dominaria is likely the best planeswalker in the new format. Karn, Scion of Urza is good too, but Teferi will just end the game while drawing you cards and freeing up your mana.

Implacable death lizard indeed!

Carnage Tyrant at $30 might be the most solid buy right now. Big and hexproof and possibly the single best creature in the new format.

Search for Azcanta, that control staple, is down to $17 and will likely be a big player in Standard+, given that the red decks are, so far, manageable. In that same vein, I do love Treasure Map in the $5 range, and Legion’s Landing at $7.

I still can’t believe this is only two mana.

I think the card with the most to gain long-term is going to be Arclight Phoenix. It’s already a very good card, one I was super-mega-ultra-wrong about at the beginning of Guilds of Ravnica, but there’s a principle that applies to the Phoenix, and a class of cards that gets better with every set.

Every set, there’s going to be some sort of cheap spell(s) in red, and in other colors. That means over time, in the new format, the spells and accessories surrounding the Phoenix can only get better. At worst, it maintains, but every incremental improvement will add up, and I fully expect that Standard+ will have Phoenix as one of the top-tier decks.

It’s around $28 now and while I don’t think it’ll hit $100, I won’t be surprised when it’s $50 this summer. When the new format is officially announced, the powerhouse cards of the current format are all going to spike, and this would be one of the biggest.

Also, I think that we’re going to get the new format announcement before rotation happens. Might even be six months before that, but I’d expect official word around the beginning of summer. I am not planning on being able to let these cards get cheap as rotation looms, and then they announce the new format, causing a new spike. Safer to confirm early…but with Wizards, who the hell knows.

Brainstorm Brewery #316 This is What They Want

 

t’s one of those episodes but don’t blame Jason (@jasonEalt), Corbin (@CHosler88) and DJ (@Rose0fThorns) it’s Wizard’s who decided to make their major announcement on a Thursday. Like who releases anything important on a Thursday… wait this podcast comes out when?…. Oh…. Awkward.

Make sure to check us out on Youtube for hidden easter eggs and facial reactions  https://www.youtube.com/user/BrainstormBrewery

 

Return info for TeeSpring: You can return the items to the following address:

 

Teespring

1201 Aviation Blvd

Dock Door 9

Hebron, KY 41048

 

Kindly leave a note with your order number/email address, or include the label from your original shipment.