All posts by Ross Lennon

I've been gaming MtG finance since artifacts were brown. Longtime magic player and TO. Loving husband and father. Cube > Commander.

PROTRADER: Standardize (Not the Onslaught One)

Today we are going to talk about Standard. Not entirely focusing on this particular format (as in, the current Standard environment), but rather the structural mechanics that keep the system moving. Standard is worth discussing, even if you don’t play it, for these reasons, because they are the essential underpinning of the majority of Magic Finance’s activity.

Standard, unlike all other formats (currently), has a bottom in rotation. Once cards rotate out, the majority of them become devalued due to lack of demand and larger application. This is even often the case with format-defining cards like Thragtusk and Boros Reckoner. The trade-off, however, is that Standard is the de facto constructed format, and the overwhelming majority of constructed events are Standard. Subsequently, there is always a high amount of content generated on Standard (even during times when the format itself is less than healthy), which both helps feed and generate demand. From a tournament organizer perspective, I can tell you that it is infinitely safer to guarantee attendance to a Standard event than any other format.

Of course, you probably knew all of this already.

Let’s start by defining and identifying some key markers in Standard, and then evaluate what they mean for the format as a whole.

Critical Mass: A concept that gets mentioned primarily during deck-building process is critical mass. This is the idea of having a threshold quantity of cards that do either the same or very similar things. In current Standard, I would say that we have a critical mass of white 2/1s, a la Dragon Hunter, Kytheon, Hero of Akros, and Expedition Envoy. Now, while these cards themselves do not comprise the entirety of an archetype, they do strongly enable the White Weenie strategy by ensuring one or more copies in a statistically significant percentage of opening hands. The magic number for “must have” effects in deck construction is 8.51, and having 12 allows you to play the full set of the two best, and then enough of the rest to suit your needs. Knowing what your critical mass effects are give you an early indicator of what archetypes are likely to be viable in the low-information period that is a new format. The interesting part is that the critical mass pieces are not always the gainer in that situation- rather, cards like Always Watching and Gideon, Ally of Zendikar are the financial winners because they push the strategy over the top (while conveniently representing a critical mass of playable “Anthem” effects).

I'll make this same joke again later.
I’ll make this same joke again later.

Bottlenecks: This is not really the opposite of a critical mass, but it’s kind of similar? Bottlenecks represent obstacles that define the format. I mentioned these briefly a couple weeks back, but I think it bears repeating here. Bottlenecks, both literally and metaphorically, represent elements that restrict the flow and development of the game. The most important of these is the de facto Wrath of God effect of the format, which helps regulate the tempo of an environment and dictates the pace with which aggressive strategies must operate. The current best Wrath variant is Languish, which, while conditional, lands fast enough and kills such a significant percentage of the playable creatures in the format, that it gets the nod. It’s worth mentioning that Black is also currently the best removal color (in having access to things like Ultimate Price, Ruinous Path, etc).

Knowing where your bottlenecks are, specifically the bar for Wrath effects, has a lot of secondary effects. Valuing effects like Haste (which, to be fair, is always really good) and Indestructible is colored by the point at which all of your other stuff goes bye-bye, as well as things like toughness relative to things like Languish.

Many of the control strategies from PT:SOI leaned heavily on Languish, meaning that it is overperforming relative to its cousins. Planar Outburst, which was the second-most played such effect, was considered by many to be too difficult to cast reliably, both because it was WW and because it was at five and not four. Given that we have a year with Planar Outburst and only six months with Languish, it’s worth wondering if Planar Outburst will fill a sufficient amount of Languish’s market share come rotation- the need for that effect will always be there, and Planar Outburst is our current second best option. With Languish currently around $9 and Planar Outburst below $1, there is a demonstrable gap in price that is only explained by current viability. If Planar Outburst steps into the role of “best Wrath effect” as Languish rotates (and BFZ stops getting printed!), then it’s not crazy to think that the card could climb to $4-$5 range (conservatively half of Languish’s price since it’s coming from a much larger and more popular set, but still an impressive gain). This is all assuming, of course, that the next Fall set does not have a wrath effect that is strictly better than Planar Outburst.

Can a worse card benefit from a better situation?
Can a worse card benefit from a better situation?

Identifying System Players: Remember earlier when I mentioned Thragtusk and Boros Reckoner? Those are cards that I have long referred to as Broodstars, but will now term “system players”. These are cards that only end up excelling in Standard (or even just a particular point in their total Standard lifetime), and don’t end up making the leap to Modern, Legacy, Cube, or Commander. One of the most easily quantifiable indicators of a system player is their mana cost- larger formats exert a higher degree of pressure on converted mana cost because the critical turn decreases as size increases. Standard is more forgiving than Modern, just as Modern is to Legacy, and Legacy to Vintage. While Vintage is not a “Turn 1 Kill” format as people often demonize it to be, you definitely have to have your crap together more quickly than in Standard.

The next characteristic is to pinpoint if a card is the “best available”- which works both positively and negatively. Reaver Drone is currently the best black turn one 2/1 in Standard, by virtue of being the ONLY black turn one 2/1. Once you look to Modern, however, Reaver Drone immediately becomes outclassed by cards like Gravecrawler, which is in (almost) all scenarios the better card. Conversely, if you NEED a B 2/1 for Standard, then Reaver Drone is your guy. This is how Heir of the Wilds ended up getting so much play, for what it’s worth.

Finally, is a card reacting to pressures or synergies unique to the current Standard environment? Thragtusk was very famously concepted as an “answer” to Vapor Snag, which in retrospect seems like bringing a Terminator T-800 to a knife fight.

Always carry two spears.
Always carry two spears.

Broodstar was best in the Affinity decks that existed prior to the printing of Arcbound Ravager, and almost immediately invalidated after the release of Darksteel. Great Sable Stag, probably the best of the misfit toys that we’ve mentioned so far, is in many environments (especially ones with Lightning Bolt) just a Gnarled Mass (which some people will tell you is still a great card).

I mean, he's not wrong.
I mean, he’s not wrong.

These cards are different, however, from narrow role-players. Things like Gideon, Ally of Zendikar and Nissa, Voice of Zendikar are not likely to have wide playability in formats like Modern (meaning that they see some amount in a large amount of decks), but they have a relatively unique ability that make a very specific deck better. An example here is something like Death Cloud or Smallpox– they don’t fit into a very wide spectrum of decks, but there are no other comparable effects (at a viable rate, at least- sorry, Undercity Plague!), so they have a baseline value buoyed by being the best at that very narrow role they serve. It’s the difference, for those who can grok it, between a guy who only excelled in college Spread offenses (TEBOWTEBOWTEBOW) versus a guy who only comes in on third downs to just try and rush the QB. One serves a valuable, but very small and clearly defined, role, the other is on the SEC Network now.

So who are our current Standard system players?

Chandra, Flamecaller: I think this card has some life left in Standard, and I could see her price increasing over the summer, but rotation is going to crater the price. You know how sometimes when you are buying a card that you really need for a deck, but aren’t sure if that twenty bucks or whatever is going to really be worth it in the long run? Yeah, you better win the tournament.

Archangel Avacyn: This card is probably overrated in Standard right now, to say nothing of older formats where 3WW is a VERY big ask. She also benefits from Standard being the format where you can play a bunch of creatures that don’t also backdoor into a combo kill.

Tireless Tracker: This is both a better and more fair Knight of the Reliquary, except that Knight is big on the spot in late games AND can be gotten back by Reveillark (this matters to nobody except a small contingent of crazy people).

Dromoka’s Command: I will never give up on this card, but the rest of you will. For shame.

Kalitas, Traitor of Ghet: Another card that feels built to handle specifically this Standard format, and not the larger and more diverse threats of a wide environment like Modern. Again, that doesn’t mean that this card won’t help define Standard for a while, but be aware that the carriage WILL turn into a pumpkin again. Also, this:

Et tu, FN-2187?
Et tu, FN-2187?

That’s all for this week- Nahiri, the Harbinger is starting to spike as we speak, so hopefully you got into yours already. It’s a card that we’ve been discussing a lot here and on the forums, so make sure that you keep your ears to the ground on what’s coming next. Also, the hype behind Nahiri isn’t JUST coming from Standard- there is word that she may (in concert with Emrakul, the Aeons Torn) be the best thing to be doing in Modern. What cards and colors fit around that combination? Tell me your thoughts, and lets try and piece this beast together. Thanks as always for reading!

Best,

Ross

1In high school, I did a huge math project on Magic, including teaching myself Hypergeometric Distribution in order to evaluate win percentages and keepable opening hand math. Given that I was neither a good student nor a very good Magic player at the time, some of the results may skewed (one of the decks I submitted for testing included the awesome-in-my-mind combo of Natural Affinity + Eradicate, which was a seven mana mostly one-sided Armageddon). I do not have the project saved anywhere to my knowledge, although I do remember that having 8 of a significant effect (Birds of Paradise + Llanowar Elves) equated to a statistically safe amount of opening hands (over 80%).

Winners and Losers, PT: SOI Edition

Trying a new format this week, and although the vast majority of it is going to be focusing on immediate results from the Pro Tour, I definitely think there are some other elements worth mentioning as well. But let’s go ahead and jump on in!

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WINNERS: Green/White Decks. I want to start here because it is both the most obvious and probably the least important. Yes, the finals match was GW Tokens over Bant Company, but those two decks did not feel like the definitive archetypes of the weekend. The Pro Tour had eight very different archetypes represented on Sunday, and I think it is fair to say that any of those decks could have taken first. It’s also worth mentioning that neither of the last two players standing (Rubin and Mengucci) are new to the game, and so it wasn’t the sheer power of their 75 that got them to the end of the tournament. Similarly, Shota Yasooka made Top 8 with Esper Dragons, an archetype that performed SO poorly over the weekend (an estimated ten players registered with it on Friday), that he was the only one to even make DAY 2 with it! This is a good indicator that the format is in a healthy place, where playskill is able to leverage deck selection without devolving into endless mirror matches.

LOSERS: Green/White Decks. There is a lot that can be taken from this weekend and applied to a long-term, nuanced understanding of this environment and the direction of the game as a whole. That does not, however, sound like the vast majority of Magic’s audience. Everybody loves a front-runner, and I expect these white-based aggressive decks to have a big target on their backs moving forward. These are also the types of decks least-equipped to handle that kind of preparation. Expect to hear someone complain about how good these decks are at FNM, as though Lin-Sivvi, Defiant Hero never happened.

WINNER: Hissing Quagmire. I don’t think that Green/Black decks over-performed this weekend. In fact, I think that this is likely one of the best color combinations in the format, especially because it gives access to Languish AND Seasons Past. Languish is a for-sure 4x moving forward, and is therefore able to maintain most if not all of its price gains from this weekend, although Seasons Past is much trickier. I expect Seasons to level off a bit more just because decks really don’t want more than two copies (but four Dark Petitions is correct!), and in my brief time playing with Finkel’s list, it feels much more tuned for a Pro Tour than the format moving forward. The Aristocrats deck, however, has so much raw power that it should have no trouble going ahead, and there are certainly other good decks in that base combination (I’m still VERY MUCH enjoying that Jund deck I posted last week, and it’s possible that an Abzan strategy materializes at some point, combining the BG control shell with Sorin, Grim Nemesis, Declaration in Stone, and Shambling Vent).

LOSERS: Platinum Pros, HOFers. I am not going to pretend that I fully and completely understand the impact of this. I WILL say that this feels like an experiment, and I don’t think that these are changes are permanent. I do feel, however, that WotC is going to have to take a much harder look at how the Hall of Fame is set up and how those benefits are treated going forward. Unlike other “similar” institutions, Magic’s Hall of Fame does not honor retired players who are no longer able to compete, but left an impact on their sport or profession. In this situation, however, Jon Finkel has created a career worthy of HOF induction SINCE he was first inducted!

Magic’s Hall of Fame was conceived at a time when the game was not doing very well, and the idea was partially to try and retain lapsed competitors while giving an air of legitimacy to tournament play and aspirants. Remember, eSports did not exist in any form close to how they do now, and Magic’s player population was about 25% of the number WotC gives out today. Keeping the Hall of Fame program as it was represented a program that was very likely to balloon in cost, while providing little in the form of the benefits it was created to generate. Magic is also no longer on what seemed to be its deathbed, and is not nearly as worried about generating new players as it was just ten years ago. While I hope some sort of balance is able to be struck in terms of compensation for Platinum, I do think some hard changes need to be made with regard to the Hall of Fame.

UPDATE: WotC went ahead and rolled the benefits for Platinum over for next year, which makes more sense.

WINNERS: Modern Players. The removal of Modern from the Pro Tour (again!) was met with very vocal disapproval from a large portion of the community. However, the response from pro tour regulars was much more positive. The truth, ultimately, lies somewhere in the middle. Formats are tricky things, especially when there are serious stakes involved (as is the case with a pro tour). The goal of a small Modern tournament at your store is to get people to buy older cards, play some games, and hope to create repeat customers. Your small tournament is likely to contain a reasonable percentage of players who own one “real” Modern deck, a smaller amount of more serious competitors, and some number of people who just have nothing else going on that Saturday. Modern is a format that benefits from not having a very bright spotlight on it, and the Pro Tour is the brightest light you can put a format under1.

Honestly, this is probably the best thing that could happen to Modern. Modern is, at most, a GP format- rewarding to regulars, while not forcing the focus of the collective best players to break it. I expect that cards will have more organic growth in this scenario, which means that cards that have large price increases will likely have more guaranteed outs (unless anyone knows where I can get full value for this Wheel of Sun and Moon on my desk…). We don’t know for sure yet, but I suspect we will see more Modern GPs moving forward, which is good news also.

LOSERS: People Who Don’t Like Standard. Yes, Standard is the weakest format in terms of long-term investment. Yes, Standard is not as wide and dynamic as Modern (lol) or Legacy. However, Standard IS the face of Magic, and this last weekend cemented that stance. The good news is that WotC is doing a lot to make Standard a healthier, more robust game. Some people will drag their heels on getting on board, but I expect the people who just complain about Standard regardless will dwindle over time. Your devout “I only play EDH!” players will likely be the last holdouts, but that’s only because they clearly have trouble evaluating what good Magic should be like.

WINNER: Hearthstone. New set launched, and it’s really fun. There were server issues, but if you don’t expect those from Blizzard on Day One at this point, then that’s your fault. Love that they “gave away” so much stuff to players! Hearthstone is awesome, but please stop comparing it to Magic.

LOSERS: Origins and Dragons of Tarkir. So this is the kind of thing I’m fascinated to see develop as we move into the new Magic life-cycle. A lot of people are treating these sets like they’ve already rotated out, even though we have them for another six months or so. This is especially relevant for Magic Origins, which had a big number of surprise role players at the Pro Tour. Will players buy more lame duck product, or are these cards free to get as expensive as they want in their final lap? Jace, Vryn’s Prodigy actually saw a dip after the weekend, but that has to be THE safest card from the set to own. Dragons is a little different, in that a lot of the cards that allowed for in-block synergy (Morph, Manifest, etc) are gone, which probably hurts the viability of former stars like Deathmist Raptor. What will happen when Battle for Zendikar is in this spot? My expectation is that WotC is now devoting more design time to synergizing blocks not just with their immediate successor, but also the block after that. If that is the case, then these sets are going to take on a very different texture in each phase of their life.

But don’t forget, that change was made during BFZ design.

If, moving forward, sets continue to have dynamic phases, then that is going to go a long way in combating the doldrums of “solved” sets from a finance angle.

Speaking of upcoming sets, let’s close with some tiny bits of information looking ahead.

First, and most speculative, is a point made by Steven and Kevin of the “So Many Insane Plays” Vintage Magic podcast. They discussed the impact of changing converted mana cost rulings on transform cards (a la Duskwatch Recruiter), so that transformed cards now retain the cost of their front side, rather than suddenly counting as 0. Steven touched on this as potentially opening up new design space- maybe WotC will be designing more in that space soon? I can’t imagine they saw Engineered Explosives as keeping Delver of Secrets down in non-rotating formats.

Secondly, here is a clip from Sam Stoddard’s article a couple weeks back on the development of Shadows (part 1). This was a comment from Dave Humpherys on Declaration in Stone.

DH 4/14: We have Rosewater buyoff on this. It can go to WW if we want it to be weaker, less-generic, etc. Rather not go to 3-mana or an enchantment due to Sorin’s card in set and Blood enchantments.

I’m not sure if this means that Blood has a very specific cycle of enchantments or that enchantments are a major theme. There are rumors that the 2016 fall set will take us to Kaladesh (Chandra’s home plane), but that is yet to be confirmed. From what little flavor stuff I read, that would make it seem like artifacts would be more relevant than enchantments, but WotC could also try and pull a reverse Urza’s block.

Finally, this is going to post before the NFL draft starts on Friday night, but I’m calling the Top 8 now:

  1. Goff to Rams
  2. Wentz to Eagles
  3. Tunsil to Chargers
  4. Elliott to Cowboys
  5. Jack to Jaguars (at which point I will yell and throw things)
  6. Ramsey to Ravens (throwing things intensifies)
  7. Buckner to the Ducks Niners
  8. Bosa to the Browns (although I could see them trading down again)

By this point, I have likely broken all of my TVs in a fit of rage. So I guess I’ll find out what else happens the next morning.

Let’s talk promos next time?

Best,

Ross

1Things like Worlds are bigger, but also feature multiple constructed formats and much smaller player pools.

PROTRADER: PT Shadows Prep

Hey, happy Pro Tour Weekend! There is a lot to be really excited about going into this event- a new Standard format, a promising draft environment, and, because it’s in Spain, players will get an hour nap break in between formats!

siesta

In reality, this weekend is actually a bigger deal than you might even think. This is our first Standard Pro Tour in the new Standard system that touches on 3 separate blocks (although the Fall 2016 set1 will be the first one to cleanly incorporate the new structure, as DTK and Khans will be gone).Even though we have already had two Standard weekends courtesy of SCG, this format feels largely undefined. Standard right now is a lot like the American presidential election- people are over-valuing the recent performance of aggressive white humans.

There is lots of price information to suggest that there are other decks likely to see play at the event, but it’s important to explain WHY white is unlikely to perform as it has in the past. First, the Pro Tour and any Star City event (including the Invitational) have a starkly diverse player base- the range in individual player quality is higher at a Pro Tour, but that’s largely because the Invitational is comprised mostly of players in the middle of the quality spectrum. The Pro Tour attendees, particularly after being weighted by Day Two participation, tend to skew towards much stronger, more experienced players. Strong players, especially ones with long resumes, are often more likely to slot into the control role, because that is the best way to leverage play skill against weaker opponents. At a Pro Tour, you are more likely to see control decks, even if they are a smaller percentage of the format as a whole, because this event is not comprised of Magic players as a wholly random sample.

For this reason, it’s difficult to discern what is actionable information for the future of the standard format, and what is just good for this weekend. On a granular level, some things that don’t really impact Magic finance are likely to fit into this category- I’d be much more comfortable having maindeck Duress at a Pro Tour than at an Open or an FNM, although Duress is unlikely to have a serious price change if it turns out to be a highly played card this weekend.

Let’s talk about some cards that ARE getting hyped going into this weekend:

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PROTRADER: The Miracle and the Sleeper; Introducing HUFAs

Let’s start off by quickly acknowledging the B&R Announcement from Monday. Here is an excerpt from an article I wrote in January, a week or so before Pro Tour: Oath of the Gatewatch:

So why is this time different? The answer is Eye of Ugin. Between Oath and Battle for Zendikar, we suddenly have a respectable amount of colorless Eldrazi creatures along a much broader curve. Eye of Ugin, despite not actually tapping for mana, functions as an extremely powerful accelerant, with the additional ability to find your strongest threats late in the game. When used in conjunction with Urborg, Tomb of Yawgmoth, Eye of Ugin can tap for mana, making it the closest corollary to Mishra’s Workshop we’ve ever seen (it’s actually better when you are playing more than one creature a turn, but worse in the sense that it’s legendary). Eldrazi Temple similarly functions as a worse Eye of Ugin, providing copies five through eight…

…I also don’t expect this archetype to last another six months.”

All I’m going to say is that ProTraders have been having discussions about this series of events since BEFORE the deck actually broke out. Seems good to me.

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expensive cards

ProTrader: Magic doesn’t have to be expensive.