Category Archives: Jason Alt

Unlocked Pro Trader: Adoption

Readers!

I know I say this all the time, but today I’m going to try something new. I don’t know if it will work and you’re going to get me trying to construct some sort of way to compare two sets released at drastically different times under drastically different circumstances and try to draw some conclusions we can use to make some money from. Sound good? It doesn’t sound… like, ideal to me, but that’s what’s going to happen.

What can we figure out about Core Set 2021 by looking at Core Set 2020 and also just relying on stuff that we know?

There, that’s the thesis statement for this thing we’re doing here. Yes, it seems loose to me, too. That said, Core Set 2021 may have some very ambiguous and confusing pricing based on the myriad factors that made this release very abnormal but it does not have ambiguous adoption numbers – those are pretty clear. Some of them are surprising but I don’t expect them to change drastically enough for me to be able to get out of admitting I was wrong about, for example, Teferi’s Ageless Insight. For the most part, though, there aren’t too many surprises which makes me think the data we have is “stable” (as in not likely to change in proportion as it changes in value – we’ll have more decks playing Garruk’s Uprising in 6 months but the percentage of eligible decks playing it shouldn’t change).

If we can assume the numbers are stable enough, we can try and figure out what the prices should do and see if there are cards we can identify that are good buys at their current price or figure out if there are cards we should watch. Will prices go down as boxes are opened more? Maybe? They certainly should, but boxes are being opened and singles are being introduced to the market very slowly and inefficiently. I don’t think anything in Core Set 2021 will get as cheap as an “equivalent” Core Set 2020 card, but we can at least look at the ratios between the prices in the set and try to make predictions.

Let’s look at the new set, shall we?

Here is the order commander from Core 2020 are being built. No real shockers here because all of them are really bad. I mean, Radha and Vito are fine, I guess, but Vito is boring in the command zone and everyone already has a deck like Radha and they’ll just make Radha and Mina and Denn swap spots.

The cards in the 99 are a little more interesting.

So is $1 on Teferi’s Ageless Insight Showcase versions good? How about $0.50 on Sanctum? Will $15 for Ren and Stimpy hold up? Let’s look at Core Set 2020 and see if we can learn anything.

Maybe it’s because I’ve had an additional year to play with them, but these cards just seem better. I don’t know if the price matters, but I’m certainly interested in the ratio of prices. Is Drakuseth worth twice as much as Seraph and can we say that Terror of the Peaks will be worth twice as much as Mangara? That seems doubtful on all counts. What is interesting is that a lot of the cards used most in EDH were also used a lot in Standard. Will that be the same with Core Set 2021?

Moldervine Reclamation is in quite a few decks. It’s in the same percentage roughly as Veil of Summer, but over the period since Core Set 2020 has been legal, twice as many decks that have Green but no Black have been built as decks with Green and Black both. Does that mean that in a year we’ll see Garruk’s Uprising in twice as many decks as Moldervine Reclamation? If we do, do we think it has any upside?

If you think Garruk’s Uprising has twice the potential of this foil that is now $3 and climbing, does that mean we might want to look at foil Uprising?

Does this $1.50 foil double or quadruple, then? Will it be $3 or $6? Here’s a huge potential complication.

Do people want this, the set foil?

Will they want this non-foil showcase version? I hate foils but like premium versions so this would be my preference. But this isn’t the “best” version for people who like to optimize.

There’s also a foil version of the showcase version. That said, there isn’t much price difference with the 2 showcase versions right now.

Based on the current price of Moldervine Reclamation, I think that Uprising has as much or more potential. The 4 different possible version and 3 versions that feel “premium” complicate matters a lot, but I think if there is no downside to buying the foil Showcase version, you might want to have a diverse portfolio. We don’t know what all of these different showcase versions mean to EDH players and instead of betting on one outcome, cover your bases since the price is so similar for all versions.

Currently it looks like Vito is outperforming Vilis 2 to 1 and while that might not hold, Vito is VERY strong in the 99 and probably about as boring as Vilis in the Command Zone, but it could see more play potentially than does Vilis. Vilis saw play outside of EDH very briefly and maybe Vito will, too. If Vito doesn’t, we’re looking at him merely doubling the inclusions Vilis has, and if that holds, we could see a better price outlook. Let’s look at Vilis’ graph. Fine, ugh, graphs. See? This is why I don’t like to talk about foils, then you always have to talk about foils.

When it got a little play outside of EDH, it hit $6, briefly, after peak supply. Not bad at all.

The foil shot to $15.

One thing I will say is that it’s less likely anyone uses Vito outside of EDH in paper because, duh. I think it’s going to have to be EDH that makes this price go. The foil’s buylist price is creeping up a bit but the foil and non-foil are kind of flat. Basically, if you bought some copies at peak supply, you had lots of opportunities to double up on the non-foils, a small window to sextuple up, a small one to triple up, and you may need to hold another year to get more than you paid if you still have them.

Vito is sitting at $4. If we assume the upside is twice as good for Vito, you probably buy at $2 if it ever gets that low and try to sell at $6ish. I don’t think Vito can ever start at $4 and stay above it for long. That said, Vito is the #3 commander in Core 2021 and Vilis is #8 in Core 2020, in case that matters. We’re talking about 362 Vilis decks in the last year – Vito is already at 70 a few weeks in. I expect Vito to be built more. That could give more upside to the foils, which are currently $5 at Strikezone and $10 everywhere else. Hmm.

I’ll buy $5 foils of a $4 card when it’s $10 on Card Kingdom. I’ll do that deal all day. One of you should. I almost did but that would be rude of me.

Things are less promising for the Extended art foils. $13 is a high buy-in indeed, and Vilis needed a lot of help for the foil to even flirt with $15. I am not as bullish on the Extended art foils per se, but I do like non-foil Premium cards so I am targeting the non-foil Extended art copies. This is good in the command zone and the 99 and we have a card played half as much to compare it to directly – seems good to me.

It’s hard to know what to compare Mangara to, but we can compare Mangara to Mangara for one.

So far Mangara is at the helm of 38 decks…

and included in 10 times as many. It’s safe to say Mangara will be a 99-focused card. Do we like it at $6? How many mythics in Core Set 2020 are above $6?

4? Brutal. Unless Core Set 2021 is opened way, way less than Core Set 2020, we’re over a year away from wanting to even look at these cards as cards. What does foil Yarok look like, though, while we’re asking?

It’s on its way back up but all this card did was lose. Yarok is the #10 ranked Commander over the last 2 years and people are more likely to want a foil of their commander than a card in the 99, where Mangara is 10 times as likely to end up. Pair the fact that there are multiple premium versions of Mangara compared to the one of Yarok and how bad Yarok’s graph looks and I think you will forgive me for not even looking up the price of Extended Art Mangara. OK, fine, I’ll do it.

Mangara won’t be built as much as Yarok and that price took a header and is only now recovering. Do you want to bet that supply issues mean Mangara has upside at its current price? I don’t. I’m not saying I think it will or won’t, I’m saying I am risk-averse in my old age and I have the luxury of opting out, as do you. If you think the graph of a card like Mangara could look healthier than Yarok (Mangara isn’t built as much but it will go in way, way, WAY more 99s than Yarok, a Sultai card because Mangara is splashable) go for it. The $10 non-foils look more inviting than the $30 foils, especially for a non-Commander.

That does it for me this week. I think there may be some more analysis in this same vein (Vito joke) to do next week and I’m just the person to do it. Did you like this kind of article? Let me know in the comments below because I really never know whether I should do experimental formats unless you tell me. Thanks for reading – Until next time!

Pro Trader: Stream of CONSCIOUSNESS

Readers! Every week I get hundreds of e-mails from adoring fans asking me how I can possibly generate 2 articles and 2 podcasts a week and still have time to be a loving and devoted husband, supportive and nurturing father and a borderline functional alcoholic. The secret is that I have developed a method for sniffing out valuable Magic specs before they happen and it can save a lot of time during the day. It’s a little difficult to explain my thought process all the time, so I thought I would take you through my process a bit which may be instructive. There’s a madness to the method and I want to let all of you in on it. I present to you – my unabridged thought process on article day.

Step 1

Let’s cruise by EDHREC and see if there is anything obvious going on.

The rest of this content is only visible to ProTrader members.
To learn more about being a ProTrader, click here to see all the benefits.

ProTrader: Magic doesn’t have to be expensive.

Unlocked Pro Trader: Make Bad Cards Good More

Readers!

One problem I have with Wizards making cards for Commander on purpose instead of accidentally is that bad cards will be phased out by 2023. Rhystic Study used to be trash. Big, dumb, 7-mana creatures used to be pipe dreams and now they’re the first play that isn’t a mana rock or ramp spell that people play. The format is adding more and more “must-play” cards and the days of EDH being a bulk rare format are over.

This is why it’s heartening to see decks that make bad cards relevant. It’s heartening as a player and exciting as a financier because cards going from unplayed to must-include, even in fringe decks, can make you some money. Bottomless Pit’s price shows how inefficient the market is right now and while it likely won’t stick, it’s also taking its sweet time moving because of the inability of sellers to get copies onto the platform. Once a card is $11 on TCG Player, it’s not going to stay cheap everywhere else.

Tinybones was obvious but the second most popular commander from this week’s set drop could make even more obscure cards go up. Let’s look at the second coming of Zedruu.

Inniaz, the Gale Force (Commander / EDH MTG Deck)

Inniaz looks like a lot of fun and, more importantly, could bump up some old, worthless cards. Let’s look at a few, shall we? Like, I can dispense with some of the preamble because you’ve read enough of my articles by now to know my methods and if you haven’t, you can figure out how to read the last few? Plus I forgot. Let’s just do the article.

I’m not sure why this is so cheap but I like this for getting your stuff back and triggering some ETB effect while you’re at it. There’s no reason not to play Cloudblazer and Mulldrifter in a deck like this and both are great to donate then yoink back, then repeat. One Cloudblazer can come in, trigger, participate in combat next turn, trigger Inniaz, go to the opponent, get blinked, trigger again, etc. If you’re getting your fliers back and getting ETB triggers to boot, you can mitigate Inniaz’s parity, and not have to keep running out fliers to replace the ones you lost. This has other opportunities to go up and I’ve wondered why this hasn’t hit $10 yet. It will, I just don’t know when. If you’re not convinced, ask yourself where they could reprint this.

Many printings means lots of copies, but this has also been shrugging those reprints off. I think the fact that the non-foil price is approaching the foil price means something is coming soon. These seem low-risk to me and another reprint just means you have an opportunity to buy in even cheaper until your average cost is so low that you don’t feel bad you paid its current $1 price tag.

This card is perfect for this deck and if it maintains popularity like it should, getting in on the absolute floor for foil copies seems prudent. I don’t know what the foil could go to, but I don’t think it can get any cheaper than like $1.50 on TCG Player. It’s not entirely unplayed now…

…just almost entirely. At dirt cheap, the foils have some upside, provided Inniaz catches on.

One interesting caveat I might as well mention now is that Inniaz is a pain to play on webcam and that’s where a lot of EDH is played these days. Everyone having to have proxies for cards they’re borrowing means you’re making work for everyone with your deck choice and they might not appreciate it after awhile. Some people might decide they don’t want the hassle of playing with this deck and it could hurt its adoption. It wasn’t something they considered when they printed the card but it matters now.

This card is played quite a bit, and it’s absurd in this deck where you either blink it to refresh it and get it back or just let someone else have a 1/1 with no blue mana to activate it.

With 3 printings, there are copies out there, but with copies gettable around $4 or $5, how little people play Modern anymore won’t matter since demand will only increase for this card. It likely doesn’t get reprinted again since the price is way under control and it’s pretty absurd in Inniaz decks.

This is sold out everywhere but TCG Player (and MKM, I guess) because it deals people 20 damage and that’s hilarious because you gain 20 life and then ruin someone’s day. Can’t beat that!

There are a ton of cards like Rust Elemental, Steel Golem, Illusions of Grandeur and Thought Lash that hurt the opponent in obvious ways, but Statecraft is old Zedruu tech that hurts them in a bit more of a subtle way. Their creatures are harder to kill but they can’t hurt anyone with theirs and you can really shut a player down with something like this. Pass this as many times as you have to until the right person is having trouble doing anything. Check out the full Zedruu page for more ideas.

Speaking of Thought Lash…

Looks like people already got the memo. This makes me like Illusions even more.

There are other cards in here that are already expensive, but I think some of the inexpensive cards have the ability to go from unplayed to un-keep-in-stock-able on the basis of a popular new commander. Will it stay popular? Who knows? Kalamax has unseated Xyris as Teysa unseated Vannifar and Core 2020 commanders are being built more than Commander 2020 commanders. Everything is messed up right now, but when I get more data, I’ll have more answers and we have more time than ever before. Thanks for reading, everyone. Stay healthy, stay safe, and wear a mask you bunch of savages. Until next time!

Unlocked Pro Trader: Can’t Wait-A for Data

Readers!

With so many sets dropping at once, it takes some time for EDHREC to have the sets input and to have enough decks to scrape from the various sites it scrapes. I’m going to do some brute force work to try and figure out which Core Set or Jumpstart Commander is most popular this week and then analyze the cards that likely go in the deck. I’ll be using just Archidekt because we are going for qualitative not quantitative results here. I’m tallying up the number of “hits” when I query each commander’s name because I want to know which commander has the most hits on Archidekt, not the number exactly. I don’t think there’s any indication Archidekt is not a representative sample – I think the most popular commander will be the most popular on any site I check, provided there is a clear winner. If there are 50 Inniaz decks and 49 Emiel decks on Archidekt, I’m not going to scrap my hypothesis if there are 49 Inniaz decks and 50 Emiel decks on Moxfield. If there are 50 Inniaz decks and 11 Emiel decks, I don’t expect there to be more Emiel decks anywhere else, savez?

I’m just going to lump both sets together and do a total number of hits from Archidekt for each one to see which one I drill into today. This will be guesswork but I don’t think we won’t be able to come up with good picks and it beats waiting for next week when we’ll have more data. Let’s do SOMETHING, shall we? Also, I’m going to Mythic spoiler, starting at the top and working my way down. These are in no kind of order. Again, this is unscientific because literally none of this matters except which commander gets the most hits. Some “decks” are 9 cards that someone intends to put in the deck later so he doesn’t forget it’s hilarious to give someone a copy of Nine Lives with Inniaz (I’m already laughing because I’m going to do this as often as I can and meow loudly at the person to my left as I murder them). Is an incomplete deck something I should disregard? No, because to me, it reflects the intention to make the deck later and I think people will make these deck fragments for every commander so it’s likely a wash. A signal is a signal so I’m counting it. If my methodology is so bad that I accidentally spend some time this week looking at the second most popular commander, oh no. Xyris was the most popular commander for 2 weeks and now it’s barely in the top 20 because it’s boring. We still made money on wheels, didn’t we?

There is a problem immediately – Archidekt does a poor job of differentiating between the 2 Mangaras and I can only search for decks with Mangara in the title. I don’t care, there’s no way both Mangaras combined are as popular as an actual good commander, so I push on. All of the Core Set 2021 Legends already have another card with the same name. Cool. Cool cool cool cool.

Mangara – 30?
Kaervek – 15?
Barrin – 27 (total)
Jorael – 20?
Gadrak – 18. I am sure of this number
Subira – 26
Vito – 31
Rin and Seri – 54
Niambi – 26
Radha – 40?
Inniaz – 35
Zurzoth – 21
Tinybones – 110
Muxus – 8
Bruvac -21
Yes, I’m still doing this after seeing Tinybones has over 100 decks
Kels – 28
Sethron – 10
Neyith – 31
Emiel – 12
Ormos – 7

With Tinybones the clear winner, as I half expected, let’s drill down and see what this widdle skewwyboi will play.

Tinybones does not steal trinkets, scale up if you make them discard multiple cards or help make their life total 10. However, he comes down early, draws cards, rewards you for getting creative with making them discard and he can kill people at low life totals. We can work with this.

Sorin makes their life total 10. It only works on one person, but if you can throw this out and you’re playing Tinybones, people will immediately know what’s coming. I don’t see this paired with Boney as much as I should but when we get more data, I expect to. This is a card that flirted with $25 that is gettable for $5 out of Mystery Boosters. I think that $5 may be a bit higher than I like to pay, but this card has demonstrated the ability to shrug off reprints before and the last time it flirted with $25 was less than 12 months ago. The Mythic Edition version probably has the most upside but I don’t love a $25 buy-in, personally. If you’re less risk-averse than me, that is an option for you.

This is a repeatable way to make every player discard every turn. That means you will trigger Boney Maroni once for every player in a turn cycle and draw a card for each one. Who cares if it makes you Discard? You’re playing Mono-Black, I think pitching a Sheoldred to reanimate later is a small price to pay for triggering your commander every player’s turn. T his could hit $10 on Card Kingdom if it sells out.

These are under 3 Euro on MKM. Do you not have a way to get cards from MKM? I don’t make any money when someone signs up for Pro Trader nor do I think I should, but I think if reading my article 48 hours early isn’t enough incentive, I think finding a hookup in our Discord channel to help you buy a $12 card for 3 Euro should make you enough money for your membership costs for the next year or so. You are smart, you could figure out a way to get these cards on your own, but why not just use our connections?

This graph is a mess because it’s currently spiking. You can pay like $3 on TCG Player or you can find these in bulk at your LGS -provided you can go to your LGS and paw through bulk. If this can go from $0.80 to $4 and maybe higher, I like Necrogen Mists even more. Dig through your own bulk.

There is no indicator of organic demand more clear and unequivocal than an EDH card selling out on Card Kingdom for $3.50 before it sells out on Coolstuff for $2.50. If you don’t understand what I mean by that, I’m happy to explain in the comments or a DM, but I think this graph really speaks for itself and it’s speaking volumes.

I use Card Kingdom’s prices on my graph to make a point – there are lots and lots and lots of Magic players who are better at building decks than they are at buying singles. Card Kingdom is the go-to place to buy singles for EDH players. Card Kingdom’s prices are linked underneath the card on EDHREC and even though they’re almost always higher than TCG Player’s prices right next to them, people still buy from Card Kingdom. Their generous buylist makes it worth buylisting to them to pick up specs at retail because the trade-in bonus negates some of the squeeze you feel from their prices being higher than other sites. If a card flirted with $8 on Card Kingdom and it’s getting a lot better now, pay attention to those $4 copies on TCG Player because those won’t last and people are OK with this being an $8 card, especially if they need it.

I don’t know why this spiked to $9 briefly but I do know that a card that flirted with $9 once and raised the buylist price to $4 (it stayed at $3) is a buy at $6. This is on the move – lots of Tinybones cards are and this, despite 2 printings, is a very brutal card in a Tinybones deck. Even if Player A doesn’t discard anything during their turn, Player B playing an instant and having to discard means you still trigger David Boreanaz over here.

When EDHREC has data, I’m sure it will bear out what I’m saying here. I manually searched lots of the 110 decks on Archidekt and everyone is building basically the same deck with the same cards. Consensus is cash money in this bidness so pay attention to what people are trying to tell you and snap the cheap stuff before it’s not cheap anymore. This deck is very obvious and there isn’t much room to add personal touches but I also don’t think it will be boring and fall out of favor. Xyris was obvious but also boring and Kalamax eventually moved in to eat its lunch. This strikes me as closer to Teysa Karlov except this wasn’t never overshadowed by an even more obvious, boring deck like Vannifar.

That does it for me this week. I feel better about these specs than I have about anything else I have written about this year, even stuff I found out later I was right about (which was a lot of them, this method uses actual data, I barely have to do anything that approaches guessing) and if you can snap some of the Megrim type cards out of bulk, you’ll make free money which is even better than speculating. Until next time!