Category Archives: Accumulated Knowledge

PROTRADER: EMA Winners and Losers

So we are still waiting on some spoilers to roll in, and I’m sure that there will be a few more winners and losers worth discussing once we have the full 249 revealed. I’m confident that we have enough so far that I can make a full length article out of it, and that makes me very very very very very very very very very very very very very very very very very very very very very *checks word count* very very very very very very… very happy.

WINNER: MERFOLK! Merfolk was actually the first big winner with this set, because the first two cards spoiled (Force of Will and Wasteland) are THE financial gatekeepers to playing this deck in Legacy. Merfolk is not the best deck in Legacy, but only because there isn’t a best deck in Legacy. Merfolk is a strong, linear archetype that doesn’t require Alpha duals, is able to win large tournaments, and largely comprised of Modern cards. The difference between ‘optimized’ and ‘budget’ lists has always been the inclusion of Wasteland and Force of Will (moreso the latter than the former due to the need for UU consistently), but any permutation seems to have its advocates. Merfolk was one of the more popular decks at the beginning of the Legacy boom a few years back, and it has only gotten better tools since (Master of the Pearl Trident is much better than Coralhelm Commander). Daze is another big piece for the deck, although Wasteland, Mutavault AND Cavern of Souls probably encourage shaving copies down. Fish just won a Modern GP, so its possible that there are people scrambling to build this for that lesser format, but know that this is a known player in Legacy, and probably one of the strongest decks that is not difficult to cobble together. I expect representation to be high for the next year or so, or however long it takes for EMA to totally dry up.

Legacy events will be like Jimmy Buffett concerts- fins to the left, fins to the right.
Legacy events will be like Jimmy Buffett concerts- fins to the left, fins to the right.

LOSERS: THE PEOPLE GETTING HYMNED IN EMA LIMITED! Oof, good luck. There’s a reason why people still stand by the old adage of “Hymn, Hymn, I win”. And now it looks like they have Sinkhole to back it up! EMA block constructed looks like one of the most fun formats, maybe that should be the new Legacy? I’m in if y’all are.

WINNER: DREDGE! So Dredge itself is not an archetype in EMA, but Ichorid, Cabal Therapy, and some lesser/formerly played pieces (Chrome Mox, Entomb) are all getting reprinted. Expect Golgari Grave-Troll to continue disappearing off shelves (as we discussed here previously!) and keep your eyes peeled for that Izzet v Golgari box.

LOSERS: EVERYONE BUT DREDGE! Look, I am the biggest supporter of Life From the Loam that there is, but I’m not going to call myself a fan of the Dredge deck. I don’t think we will ever see this archetype hit quite the same saturation numbers as Merfolk (because it is harder to play and easier to hate), but I do worry that on those weekends where it’s Dredge’s tournament to lose that we will see more than the one player that ran hot to get to Top 8. If there is ever a Legacy Top 8 with three or more Dredge lists, the world will become a foul and miserable place.

"But Loam's freedom came at a price - him."
“But Loam’s freedom came at a price – him.”

WINNERS: POPULAR CARDS WITH LOW SUPPLY: A lot of the cards that we are getting reprinted come from Magic’s very distant past, and are therefore bound by the scarcity issues that come with wanting something that hasn’t been made in nearly twenty years. This also includes more recent, but otherwise limited release cards such as Shardless Agent. Having new life entering the market is going to allow people more opportunity to snag what they want, while simultaneously buoying price on high demand in the short term. It is still possible that many of these cards increase in price when all is said and done, which I think we now all know as the “Tarmogoyf Principle”. The interesting thing is going to see how it plays out across rarity and format (Legacy vs Vintage). Sinkhole is a popular card in the Mono Black decks that lots of new Legacy players gravitate towards. Even though the card was originally a COMMON, it has since been (perhaps rightly) upgraded to rare. The more Sinkholes there are, the more people will sleeve up Dark Rituals, Hymns, and whatever the 2016 version of Phyrexian Negator is. Water finds its level.

Prices on cards you and everybody else like will be in outer space in two years. Buy now!
Prices on cards you and everybody else like will be in outer space in two years. Buy now!

LOSERS: NARROW CARDS WITH LOW SUPPLY! Mana Crypt at Mythic means that we won’t see so many that supply skyrockets, but this is a card only played as a 1x in Vintage (and possibly in Commander? Is it banned there also?)- how much demand is there? Mana Crypt and an Island is still a turn 1 Tinker, which is a good opening turn in Vintage, but how many people will willingly start to play without Power? Water finds its level, and I think that cards like Crypt that have been high because there are so few of them will drop when supply tiptoes past demand. Say we (the royal ‘we’) get 10,000 new Mana Crypts (a number that I totally made up)- are 10,000 people one Mana Crypt away from playing Vintage? Maybe a few are, but the rest of those are going to get sloshed around vendor tables for a while.

WINNERS: ART LOVERS! This may be the most aesthetically pleasing set in Magic’s history. WotC commissioned a very high percentage of new pieces for this set (partially, I assume, because they had lost the rights to many older artworks1), and they are all stunning. The new Winter Orb is probably my personal favorite, just because it captures the eerieness that the card has always had, while simultaneously looking like an album cover for some sort of sweet symphonic metal band.

"WINTER ORB", the new album by MYTHRIL PROPHECY.
“WINTER ORB”, the new album by MYTHRIL PROPHECY.

LOSERS: ANYONE WHO OPENS A BRAGO! I can handle a lot, and I didn’t mind that a lot of cards got rarity upshifts due to Limited, but seeing THIS card in THIS set really irked me. Blue White blink could be the best draft deck in the format, and I’m still going to be miserable taking this card. It’s a good thing he’s already dead, because I’d kill him myself.

WINNER: ANYONE WHO DRAFTS BLACK! Windmill slam that Braids, even if the foil is good. This color is insanely deep at the middle rarities, and has some pretty strong commons also.

LOSER: ME, FOR CALLING BERSERK! Wow, this was a real shocker. I thought Berserk was as good as in, and it looks like its not. This just makes the call for Fish decks look even better, as trying to respect an optimal Infect list requires some resource commitment, and now they don’t have to do as much. Buy your Lords of Atlantis!

WINNERS: PAUPER PLAYERS! Now, Pauper players are already awesome, super-smart, and overall great people, but they got some major rewards with EMA. There are going to be some commons in this set with extremely high foil multipliers (I’m looking at you, Man-O-War!), even though they aren’t “traditional” staples. Let’s close out today with a list of foil targets, prioritizing high multipliers and low visibility.

  • Yavimaya Enchantress: First time at common, basically an archetype unto herself (and GW Enchantments is already kind of a thing in Pauper!)
  • Nimble Mongoose: Sweet art, foils are currently insane- this is going to be respectably expensive.
  • Emperor Crocodile: Once a rare, now a common. This is more of a foil spec, but definitely a long-shot. Maybe one of the green stompy decks wants this?
  • Duplicant: Okay, not a common, but Duplicant has only had (compared to today’s standard) low printings, so foils always garner a high margin. This art is not the worst that the card has had, and the original is not necessarily iconic. I don’t this printing will cause foils or non-foils to bottom out, but they will briefly be cheaper.
  • Mistral Charger/Elite Vanguard: There are a lot of people excited about these? I don’t know how good either one is, but I wanted to pass the word along.
  • Rally the Peasants: This was an uncommon before, right? Makes the WR decks a lot better if it was.
  • Swords to Plowshares: Not too many opportunities to get this card in foil, so always take the chance when you can.
  • Peregrine Drake: Cloud of Faeries was banned in Pauper, and I think this was only ever an uncommon, so maybe it makes that deck better? Tough call, because the curve was much lower originally.
  • Man-O’-War: Still played in a large percentage of cubes, never previously available in foil. Make up a price, and someone will probably pay it.
  • Innocent Blood: Second time this card has been available in foil, and it’s a VERY popular card.
  • Night’s Whisper: First time that this art has been available in foil, and it’s also the first time the card has been printed at common.
  • Prowling Pangolin: Originally an uncommon, this could sneak its way into some of the black pauper decks.
  • Baleful Strix: Has this card ever been available in foil? I don’t think it has.
  • Beetleback Chief: I know this card was never available in foil, because I would own 100 of them.
  • Crater Hellion: Never before available in foil.

That’s it for now, have fun poring through EMA, and I’ll see you next week!

Best,

Ross

1This sounds like a job for VorthosMike!

PROTRADER: From Here to Eternity

THIS ARTICLE HAS BEEN UPDATED TO REFLECT NEW SPOILED CARDS! Scroll to the bottom! Most recent update: Wednesday Morning.

Okay, okay, so today was supposed to be the continuation on analytics, and in truth, I got that piece pretty far along before I decided to switch gears. That article is still going to happen, but something happened this week, and time is really of the essence here, so the analytics piece got bumped.

These were the five cards of the week on DailyMTG this week, billed as an homage to cards that were once banned in Legacy, but have since been unbanned. It was stated that this was in honor of Eternal Masters, although previews do not start until the coming Monday (so you see why we need to discuss this now!). Of those five cards, we have a pretty wide range of reprintability, and we are going to use each of them to explore the possibilities of the upcoming release. There is going to be a slow roll-out of the set, so I plan on updating this article over the course of Week 1 of spoilers (I assume we will have two weeks total). Make sure to check back each day next week! Okay, so I listed the cards up top in the order WotC posted them in, but I’m going to go in my own order now:

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PROTRADER: A Mixed Bag of Modern and Math

Going with a bunch of small topics today, rather than one big one. You know the drill by now.

ANALYTICS VS PERCEPTION: One of the biggest differences between Magic and other sports (YES, I SAID IT JOCKS. COME AT ME.) is that Magic has a fear of analytics. This is not a new phenomenon; WotC actively tried to obscure information as early as Alpha, putting an Island on the rare sheet and not publicly disclosing set lists or rarities. Currently, Wizards is throttling results coming from Magic Online as a means of slowing the solution of constructed formats (that we are also in a downturn in large paper events is coincidental, but adds to the issue). Sports, on the other hand, is experiencing a renaissance of sorts based on analytics-driven content and the ubiquity of fantasy sports.

Fantasy sports WOULD be cooler if Monster Manuals were involved.
Fantasy sports WOULD be cooler if Monster Manuals were involved.

The major difference, of course, is the pieces that are used to play the game. Professional athletes are playing mostly-solved games (“score more points!”), with differences in strategy and philosophy that are largely just nuance compared to the classic match-up of Red Deck Wins versus Blue-White Control. There is also a large industry built on the generation, analysis, and applications of the statistics generated by games played, both internally and among the public. In the case of Magic, the crunching of those types of numbers is believed to have a teleological outcome of winnowing down the viability of various archetypes until the format in question is “solved” (either in the case of there being only one “REAL” deck, or there being an equally unfavorable ‘Rock-Paper-Scissors’ scenario). Also, whereas sports teams and leagues are selling the product on the field, Wizards is more accurately selling the players. It’s in WotC’s best interest for you to think that there are lots of good cards available, and know nebulously that some are better than others, but once there is a clear best, it diminishes sales, attendance, and interest (or so they say).

What is interesting to me right now is what fills the void in this circumstance. Esper Dragons had a Top 8 spot in the Pro Tour, and just won the GP in Canada. Sounds like a good deck, right? Except that those two results are actually outliers in the broader context- of ten Esper Dragons players at the PT, the Top 8 deck was the only one to even make Day Two. Similarly, the Esper Dragons decks that didn’t make the Top 8 in Toronto did terribly. The perception that this deck is good, heck even just playable, is backed up by perceived results and simultaneously refuted by analytics.

Is Dragonlord Ojutai elite?
Is Dragonlord Ojutai elite?

Those of you who remember Ghost Dad1 from Ravnica standard will see the correlation- a deck that was over-represented relative to both its quality and power level (even in relation to similar decks such as Hand in Hand). Of course, Magic’s community is much more connected and communicative than it was back then, so these incongruencies are likely to be solved, but it is an interesting quirk to the current system.

Let me know what you think about this- is Esper Dragons just bad, or is it yet to be optimized? How much should WotC allow in terms of  information that can be mined for data? Is it better or worse for the game?

DREDGING UP THE PAST: Today is the absolute last chance to buy in on Golgari Grave-Troll, Bloodghast, and any of those other Modern staples if you haven’t already. I’m not sure that this is one of the best decks in the format yet (more on that later), but when Dredge is good it is GOOD.

Here is your real target right now- Duel Decks: Izzet vs Golgari.

Duel Decks: Overrated Guild vs Underrated Guild
Duel Decks: Overrated Guild vs Underrated Guild

Check and see if your store has any of these left floating around (this is not the one with Remand, so your odds are better of stumbling across them). This box has Life From the Loam, Isochron Scepter, Eternal Witness, Golgari Grave-Troll, Golgari Thug, a FOIL Niv-Mizzet, the Firemind, as well as a bunch of cheap but playable in casual rares like Doomgape and Gleancrawler. Buying these at $20 is a steal, considering that the Loam and GGT are about to put you even already. Golgari Thug is often a 4x in Dredge, and I’m pretty sure you get two of them. There are even Pauper staples in here!

Sadly the only supplemental product with a Bloodghast in it also had Verdant Catacombs, so you probably won’t find any of those anywhere in the wild (if you do, look for Rat’s Nest also).

Some of these Dredge decks appear to also be playing Prized Amalgam, but that is probably going to be one of the last things to tick up as there are no other real points of demand. It also doesn’t seem like the deck NEEDS that card to succeed, so it could possibly be cut (the deck doesn’t need a threshold of black creatures since we don’t have access to Ichorid).

Now, here’s the next level play- memorize that set symbol.

Wait, Stinky is in this set too?! Holy cow!
Wait, Stinky is in this set too?! Holy cow!

It’s unlikely that your local [BIG BOX RETAIL STORE] has any of these in boxes left, but it’s POSSIBLE that the cards are still available there. Most national big box chains don’t actually buy product from WotC, they instead deal with middle-man distributors, who are in charge of managing the supply. These are the folks who stock and restock, and who often remove old product that gets repackaged or otherwise reintegrated into their system. One of their ways of moving this repossessed product is through clear boxes that typically contain 4 opened pre-constructed products. These aren’t official WotC offerings, but are instead the distributors unloading stuff that they don’t have a use for. If you keep your set symbols list handy, you are likely to see that maybe a few of these are left in the mix.

WHAT IT TAKES IN MODERN: This is somewhat related to the last two topics. How many decks are there in Modern? According to my preferred Top 8s aggregator (MTGDecks.net), there are exactly fifty listed archetypes (one of which being the catch-all classification of “Rogue”). If we assume that all of these decks are equal in both their quality of construction and pilot AND equally represented in a given field (they aren’t),then each deck has a 2% chance of winning [TOURNAMENT X]2. But given that that isn’t the case, it is important understand that the decks that are higher than 2% are pulling away from other decks, rather than staying at an artificial floor of 2%.

Barring extreme examples like the Eldrazi decks from PT Oath, Modern decks are not going to have the same high percentages of Standard decks, just because there are so many more options. If there are ten real decks in Standard (some formats have had more, some have had less), then your theoretical floor is 10%. For a Modern deck to reach 10%, it would have to entirely invalidate four different archetypes to the point that they are effectively 0%.

Smashing reality AND the status quo.
Smashing reality AND the status quo.

The best case for us as finance-minded folk is for that wobbling top of 2% equity to not topple over- meaning that the most amount of cards have at least a percentage of the market as a whole. Of course, this also reinforces my personal philosophy of not buying too deeply into Modern, because you’re either betting on new decks to enter into the pie chart (further reducing that percentage), or upsetting it by causing one deck to overtake points from so many others and spiking (which can, as recent experience tells us, result in a significant banning).

Let me know what you think about this last topic, as we are going to be going pretty deep into it next week. For science!

Best,

Ross

1A deck name that has only gotten worse given current events.

2This is a really cool name for a tournament.

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%).