The Watchtower 01/13/20 – Pioneer Specs for a Post-Oko World

It’s now been almost a month since the long-awaited ban hammer finally came down on Oko, Thief of Crowns in Pioneer. Nexus of Fate also hit the chopping block, with Wizards citing it as the deck with the second highest win rate behind Simic Food, as well as Simic Food being one of its “only unfavorable matchups among top decks” – perhaps a somewhat preemptive banning similar to that of Reflector Mage back in EMN Standard. However, with no bannings lately and a fresh switch to a six week window for future bannings in Pioneer (outside of emergency bans), it looks like the format is really starting to settle down. That being the case, let’s take a look at handful of cards that might benefit from the current scenario, shall we?

Lotus Field

Price today: $6
Possible price: $12

Sitting tied with Izzet Phoenix at number six in the Pioneer metagame on MTG Goldfish, Lotus Storm is quickly becoming a popular deck. The storm master Caleb Scherer has been having good success piloting the deck through Magic Online leagues, and it’s been starting to put up paper results as well, placing 9th in the recent SCG Columbus Classic. Any deck playing 4 copies of Dig Through Time is bound to be doing unfair things with them – Dig is definitely in the running for the most powerful card in the format now that Oko is gone, and must certainly be on Wizard’s watchlist.

Lotus Field is the namesake of this deck for a reason – the deck functions by using a plethora of different cards to untap the land and produce a bunch of mana, winning with Expansion//Explosion or Aetherflux Reservoir, or sometimes using a combination of Omniscience, Enter the Infinite and Jace, Wielder of Mysteries to draw your entire deck. Whatever the chosen win condition, one thing is for sure: the deck always plays 4 Lotus Fields and can’t function without them.

Inventory is still relatively medium with around 100 listings on TCG Player, but it’s a steady climb from $6 up to $10, and the card will be bought playsets at a time for Pioneer decks – that means that as the deck continues to rise in popularity, we could see supply dwindle pretty quickly. Most of the listings on TCG are single copies, so it doesn’t take many players picking the deck up to drain the cheaper copies out of the market. In addition to Pioneer, Lotus Field has seen some play in the modern variant of the deck – Twiddle Storm – and is registered in almost 3k decks on EDHREC. A reprint doesn’t seem likely in the near future, so I’d advise picking your copies up sooner rather than later.

Mutavault (Morningtide)

Price today: $20
Possible price: $35

If you had to take a guess at what the top five lands played in Pioneer are, you’d probably think that they’d be the five basic land types – and you’d almost be right. But beating out Plains to the fifth slot is actually Mutavault!

Due to the lack of fetchlands in Pioneer, or mana dorks like Birds of Paradise and Noble Hierarch (although Gilded Goose is doing its best), mana fixing isn’t quite up to scratch like it is in Modern. This has meant that as the format is settling down, some of the most powerful decks are just straight mono-colour – in fact the top three decks in the metagame are currently mono-red, mono-black and mono-green. The less stringent mana requirements in these single colour decks have allowed space for more utility lands to power them up, and Mutavault is increasingly seeing play as the main land of choice. It’s colourless, so slots right into all of them, and even synergises with cards like Goblin Rabblemaster and Pack Rat.

I’m specifically looking at the Morningtide version of the card, because despite being the same art as its M14 counterpart, Morningtide was comparatively a very low print-run set, and as such that version has a much lower supply and steeper ramp. There are currently only 13 NM copies on TCG, with a steep ramp from $20 up to $35, and some people (myself included) have a penchant for the original printings of cards. Once the sub $25 copies disappear, $30-35 could easily be the new floor for this emerging staple and you’ll be rewarded for paying a few dollars over the M14 price.

Prized Amalgam (Foil)

Price today: $9
Possible price: $20

I’m sure that Prized Amalgam foils were an MTGPrice pick back down the road, but it looks like we’ve finally reached that tipping point due to their additional use in Pioneer. It’s a card that’s been a solid 4-of in Modern Dredge decks since its printing in Shadows Over Innistrad, but despite Dredge spiking a few GPs a couple of years ago and ultimately getting Golgari Grave-Troll banned (again), Prized Amalgam has never really taken off in price.

The new home however is the Pioneer ‘Dredgeless Dredge’ deck, which follows similar play patterns to the Modern deck but without any actual Dredge cards. Tools like Stitcher’s Supplier and Grisly Salvage are used to mill your library over, hoping to hit freebies like Narcomoeba or cheap creatures to return to play like Scrapheap Scrounger and Haunted Dead. These then trigger your Prized Amalgams to bring them back for free at the end of the turn.

The foils of this card are in super low supply right now – there are only 8 sellers with NM foils on TCG and other retailers have a few in stock as well, but that’s it. I think we’ve reached the point where the Pioneer format has settled down enough that people are comfortable to start foiling their decks out, and we’re getting even more graveyard interaction being printed in Theros Beyond Death, so the deck could definitely see another bump in power level. A reprint is also pretty unlikely in 2020, though the unknown LGS Mystery Boosters foils do represent some risk.


David Sharman (@accidentprune on Twitter) has been playing Magic since 2013, dabbling in almost all formats but with a main focus on Modern, EDH and Pioneer. Based in the UK and a new writer for MTGPrice in 2020, he’s an active MTG finance speculator specialising in cross-border arbitrage.

Beyond Preorder Prices

Oh how I love preview season.

Let’s get right into it, shall we? Most of the big cards are known (The full spoiler should drop today/this weekend, if previous patterns hold) and there’s the possibility of buying cards at preorder prices.

Most preorder prices are a trap, the product of zero supply and infinite demand. Once it’s in our hands, things will have time to settle down. But will they?

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Cliff (@WordOfCommander) has been writing for MTGPrice since 2013, and is an eager Commander player, Draft enthusiast, and Cube fanatic. A high school science teacher by day, he’s also the official substitute teacher of the MTG Fast Finance podcast. If you’re ever at a GP and you see a giant flashing ‘CUBE DRAFT’ sign, go over, say hi, and be ready to draft.

Unlocked Pro Trader: Before We Know Anything

Readers,

Spoiler season is reminding me a lot of this time last year, although the cards that are going nuts aren’t all EDH this time around. Last year we got a lot of data to use for scenarios like now where we have cards that are going to spike on the basis of potential interaction to compare to the two different kinds of spikes last year. I will call one kind of spike “Vannifar” and the other “Teysa” and we can look at what’s what. First, though, a few brief looks at what’s going on.

This card was spoiled, and it’s pretty good with this.

No one could figure out what happened with Hermit Druid last week-

Until we had the reason for it spoiled today.

Escape is an interesting mechanic and devotion is also back. Could a card that puts cards in the graveyard and gives you a few pips be in play? Some say yes.

We could list a whole bunch of cards that combo with Thassa’s Oracle like Tainted Pact and Demonic Consultation, but since Laboratory Maniac was legal last week, I don’t think those prices stick. Today, we’re going to talk about Vannifar, Teysa, and stickiness.

History Repeating

Last year, everyone in the finance world was going nuts for Vannifar specs. Intruder Alarm, Thornbite Staff, you name it. After all, it was a pod chain that could tear through the deck and get you all the way up to Craterhoof (my favorite is Avenger of Zendikar into Craterhoof) and get there quickly. It’s easier to deal 20 damage like that than it is 60 damage, though, and you could tell who played a lot of 60 card Magic and who played a lot of 100 card Magic. I waded into the Vannifar stuff but noted it was more cEDH players hyped for Vannifar and wasn’t sure it would be the most popular commander of the set. It wasn’t.

Nor is it close. Vannifar is currently, a year on, ranked 4th after Lavinia, a commander that BARELY does what it actually is supposed to do in EDH. It makes mana rocks worse, though, and if you want to ‘Geddon people on a casual format, cool? Still, Vannifar is underperforming a bit, so why don’t we revisit the specs from that deck a year on and compare them to the ones from Teysa?

This is what Vannifar did to Intruder Alarm then.

Even with cards that pair well with Alarm printed since, it’s down to about halfway between its pre-spike and post-spike price, which is unfortunately what happens to cards that have lowish stock and decent play in other decks. Cards that are unused by other decks have problems, too, because they got from one dollar to unsutainable numbers like $10, but this was around $10 and that’s what it is on TCG Player, now, so while you had time in the short term to make money, I prefer cards that keep their value. Something with a lot more stock may behave differently, so let’s look at something like that.

Thorny WAS looking like the poster child for “Vannifar” specs – cards that crash after the deck is less popular than we thought, but it spiked again later for an unrelated reason so it threw us off. You might assume it maintained its value if we didn’t have a graph of historical prices to note the shape of – this went down and back up.

Atla Palani, Nest Tender

Wamp wommmmmp. You know what sounds I’m making when I say that, right? Atla came along and threw off our data, but I’m sure Staff was going to end up halfway between pre- and post-spike, if not lower.

Our data can get thrown off the other way, too.

Yeah! Check out THAT decline! More like VanniFART amirite?

Commander 2019: Great Oak Guardian

Ah. I see.

Keep digging, though, and you’ll find plenty of examples. Vannifar just couldn’t maintain the level of insanity that surrounded the initial feeding frenzy because it’s built 75% less than Teysa. Last year I wrote an article called “Karlov the Magnificent” and another called “Data > Not Data” that explored Teysa specs. Did they fare better in terms of sustainability a year on? Go read the article and pick out the cards I called in it so you can verify I’m not cherry-picking.

2019

2020

2019

2020

2019

2020

The latter article, Data > Not Data was one where I looked at cards that had a good ratio of inclusion rate and synergy rate which meant not only was it in a lot of Teysa decks, it was MOSTLY in Teysa decks. Those are the cards that would be pushed up by Terysa, and the cheaper cards could be more sustainable that way since Teysa is built 4 times as much as Vannifar.

Here is foil Pitless Plunderer a year on.


CRASH.

We can draw a couple of conclusions.

  • Cards that are in a lot of decks like Dictate of Erebos and Intruder Alarm tend to settle about halfway between the pre- and post-spike price.
  • Foils of Teysa cards do better than foils of Vannifar cards.
  • Even Teysa can’t sustain bulk rares with multiple printings.
  • Sometimes you get lucky and another card comes along and re-spikes the card. That’s more likely to happen with a card with lots of axes of utility like Thornbite Staff (untapping, damage, tribal affinity) than cards that are more specific like Requiem Angel (most EDH non-token spirits are bad)
  • You have more time to buy Teysa specs and more time to sell them

I think a lot of the spikes we’re seeing right now are very Vannifar. Ballista and Heliod is more for Pioneer. Oracle of Thassa isn’t great in EDH and the cards good with it are already known and already expensive, but I’m sure people will buy Paradigm Shift and the guy who messaged me to say “Paradigm Shift is one the Reserved List, should we buy it out because it’s on the Reserved List and hope it goes up someday” and I said “No” to is going to message me calling me an idiot for not being an oracle myself. Buy Tainted Pact? Don’t really, but maybe. If Tainted Pact goes up, I’m going to claim I called it. But don’t buy it. But if it goes up, remember I said to. But I’m saying not to. Unless you do, and if you do and it goes up, tweet that I called it.

That does it for me this week. Next week we’ll try to decide if Shielded by Faith is Teysa or Vannifar. I bet you can already guess what I think.

The Watchtower 1/6/20 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.


Theros: Beyond Death spoilers are chugging along now that we’re in 2020 proper, and as put by my buddy @NewSpruke, “I’m not sure making an entire set mechanic around Hogaak is wise.” I agree Bill. While there’s a non-trivial cost to the escape mechanic in the necessity of exiling cards from your graveyard, one imagines that key cards will only need to escape two or three times before the door slams shut. How many times do you need to cast Elspeth or Uro before enough is enough? Theros is once again dripping with flavor and home to some fan favorites, enchantments especially, but in a post-Oko world, each of us wonders what awaits our preferred formats.

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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 2013. You can find his articles there weekly, as well as on the podcast MTG Fast Finance.