Category Archives: Jason Alt

Unlocked Pro Trader: Into the Ocean

I feel like 5 or 6 years ago I wrote an article called “Foiled” with a bunch of Blue October references in it and the biggest difference between now and then isn’t that back then I would argue if someone said Blue October sucked and now I won’t and it’s less that I don’t think they suck (they probably suck) but now I am not going to bat for bands I like that apparently I’m not supposed to (Can you imagine if I took time out of my day to engage every person who said 311 sucks? Whatever, I like 311 for some reason and I’m too old to care what some 23-year-old hipster with a tattoo of Jeff Magnum lyrics or some other pretentious BS thinks) and it’s more that I just don’t have the energy to try to fit a bunch of Blue October references that no one is going to catch into an article.

I wrote an article about Mairsil on Gathering Magic (sorry, Coolstuffinc) a year ago where I jammed like 25 references to Pretenders songs into it and no one caught on and that felt like a huge waste of time, so screw it. You don’t read my articles because you find me clever, and that’s the second biggest difference between me now and me 5 years ago. I used to think people read my articles because they thought I was smart and good at finance and now I realize you just want me to think thoughts so you don’t have to and you’re paying me a small portion of the money you make using your time more wisely and I’m actually super OK with that. So, yeah. No song lyric references (I mean, not that you’d try to catch them either way), just cards I think this year’s crop of EDH decks could nudge in the right direction. This will go quickly and I’ll probably cover more than one commander but I think there’s value here which is how I get away with how I structure my articles.

I normally am not a huge fan of foils because I think the demand for EDH foils is overstated but when there is a large multiplier already, I think it’s fair to assume that there is room to grow. Let’s look at some I like predicated on C18.

Aminatou

Oath of Teferi

I catch a lot of heat for referencing Card Kingdom prices and I do it for several reasons.

  1. If a card sells out on Card Kingdom, I don’t care if it sold for more than it sold for on TCG Player. There is a segment of the population that only knows about Card Kingdom and their demand matters, too, and this is a way to study it in isolation.
  2. EDHREC uses Card Kingdom prices and has an affiliate linking deal. Everyone who browses EDHREC sees a Card Kingdom price on every card and those numbers get embedded in their unconscious mind and are used as a reference. Also, they click the links on the cards and are taken right to the sales portal which is convenient and a non-trivial number of people do this daily. Again, not everyone knows about TCG Player.
  3. If a card sells out on Card Kingdom, it doesn’t matter if it was cheaper on SCG or TCG Player or freaking Card Shark, Card Kingdom now needs to restock which means they’re raising their buylist price. Card Kingdom has a very competitive buylist and almost always pays the most PLUS they have a high trade-in bonus and are generous with grading (though that may be changing).  I like to know what they’re low on stock of.

Card Kingdom isn’t TCG Player but they’re down to their last $4 copy of a card that goes in Atraxa, which should be enough. The fact that it’s a good fit in Aminatou, also is great news. Nearly 2/3 of the decks registered run it.

Now a bulk, non-mythic rare in the best-selling Magic set of all time isn’t super exciting, but there are significantly fewer foils and this has a 16x multiplier already and is still selling out. I predict this could hit $10 in a year or two and $4 seems like a pretty reasonable entry point to me. I don’t know foils as well as James does so I’m not going to tell you what I think of Combustible Gearhulk Masterpieces (Actually, no, I will tell you. Combustible is in a mere 800 decks fewer than Noxius Gearhulk’s 6,350 decks [just under Massacre Wurm and just above Painful Quandary in the EDHREC Top 100 Black cards] and Noxius Masterpieces popped already, so I guess I do have an opinion) but I will tell you Oath of Teferi is in 685 decks between Aminatou and Atraxa and that’s not bad for a card that was printed AFTER Atraxa. This has legs.

Gonti, Lord of Luxury

This is a double threat given its efficacy as a standalone commander as well as an inclusion in many decks.

I like the underlying metrics here, I don’t think Gonti is particularly reprintable and even less so in foil and I think $4 is pretty cheap for something like this. Again, it’s a 16x multiplier but we’ve seen wider divergences than that and I think this has real legs. If I’m totally off base, I’m sure I’ll hear about it but despite my relative inexperience with EDH foils, I think this is pretty solid.

Arcane Denial

Can you try to guess how many decks this card is it? It’s a Counterspell you have to pay mana for and it draws your opponent  cards. Probably not too many, right?

It turns out a lot of people like this card. It’s the 12th-highest-played Blue CARD on EDHREC. Not Instant, CARD. At $2 for a foil from a set that’s at peak supply currently that was the first time to print this card in foil despite there being 5 other versions of it, I think we could see a 2.5x increase pretty trivially. I am surprised it’s this low. I know it’s common but this is also the only foil version of an insanely popular spell from a set with expensive boosters.

I know I am dogging my abilities a tad here, but I made a call at around a buck based on its combo potential with Isochron Scepter in competitive decks a while back and it was pretty controversial and I figured I whiffed and forgot about it. Then I checked today.

Guess this method has some legs. Speaking of legs, we saw Dramatic Reversal go from $1 to $4 in under a year, how many decks is Reversal in compared to 20k for Arcane Denial?

Lol. Ok, then. So we have confirmed 400% growth on a card in a fifth as many decks? That would seem to indicate $8-$10 for Arcane Denial in about a year is pretty reasonable but I don’t really know what foils do. I do think there is a 0% chance you don’t make money buying foil Arcane Denial at $2 and I don’t care that there’s a foil in every M25 pack. I don’t think you can lose at all here. I’m inclined to throw a couple hundred  bucks at this just because I always forget to buy my own specs. If my articles had the power to spike cards on their own, Seance would be $10 and I could afford to retire.

Let’s look at another commander.

Tuvasa

Plea for Guidance

This isn’t all that likely to get a reprint in foil and I don’t even know about a non-foil reprint either. All of this could get nerfed by them deciding that there is no good reason not to do a Commander’s Arsenal every year at Christmas but until they come to their senses, this seems safe, it’s in both Estrid and Tuvasa, tutors for Sanguine Bond and Exquisite Blood in decks with access to Black and White and generally does work.

That’s not exactly 20K, but it is pretty close to what we saw for Dramatic Reversal and that showed some nice gains. CK has 1 copy left and as much as I want to buy it, I’ll leave it for one of you. They can only increase their buylist so much before it becomes possible to arbitrage from TCG Player and if it gets even close, the price will adjust. This seems like an obvious buy at $3.

Cleansing Meditation

This used to be more than a 2x multiplier but with more people playing Enchanted Evening (which spiked to $35 based on its status as a kittycat more than anything else) the non-foil went up so much the multiplier is 2x. One of those prices will correct. Let’s try and guess which one.

This is old, low supply, powerful, part of a try-hard combo played by people more likely to do shenanigans like this and also foil their decks and in general, seems underpriced at 2x. Card Kingdom’s last copy being EX rather than NM may be the only thing keeping the price from changing already – TCG Player has one seller trying to get $25 from a NM foil. If you can get there around $10 in good shape, which may not be possible anymore, I would.

Starfield of Nyx

This is pricey a bit but it’s also barely a 2x and with the reprint risk of this being very low, I think this climbs. I don’t know how much – I can’t imagine someone shelling out $50 for this, but I sold a Ydwen Efreet for $100 this week so I don’t even know what to think anymore.

Foils. They’re harder to reprint, WAY harder to sell and really hard to predict. I can pick boxes of commons and uncommons all the way down to a nickel without having to refer to the sheet more than a few times a minute and I look up every. Single. Foil. Good stuff is usually worth a lot in foil, but it’s the stuff I had no idea about that really gets me. Foil Sea’s Claim is worth more than foil Thirst for Knowledge? OK, then. Until I learn a bit more about foils, I’m going to continue to challenge myself to find these picks using my traditional method. In the mean time, hitting on a 3x gain on 15 copies of Arcane Denial will pay for a year of Pro Trader and I think it’s a really low risk scenario. Thanks for reading and I’ll be back next week with some Jund and Izzet picks. Until next time!

Unlocked Pro Trader: Windgrace, Lord of…. Look, Here’s Some Specs, OK?

Readers,

You want specs, right? That’s why you read this column. So why don’t I just trust you understand that I understand my methods by now and just give you what you want? Specs.

If you’re a new reader, welcome. I’ve been writing this column for like 5 years and it’s a work in progress. Every once in a while I’ll tweak my methodology but for the most part, I’m going to use EDHREC data to see what people are playing and then I’m going to use my expertise in both MTG Finance and EDH to determine if anything used a lot will be worth more money later by virtue of that playability. That’s it. I don’t know what I try to make it sound more complicated than it is. It’s not like I’m afraid of one of you taking my job and if someone told me “I don’t need you anymore because I learned all I can from you and now I’m going to be the best EDH Finance writer ever!” good, but also I don’t believe you. If you really want to write an EDH finance column I’ll hire you to do it on EDHREC. I mean, maybe.

Anyway, I said no preamble and there I go writing a whole paragraph of it. That was your fault. What happens next? That’s all me, baby.

SPECS!

Lord Windgrace, maybe not to anyone’s shock, is the second-most popular deck on EDHREC out of all of the new commanders. Aminatou to no one’s surprise is number one, possibly Yuriko at #3 is a surprise, maybe not. But as much as Lord Windgrace’s “Lands matter” deck with barely any cards that care about lands was maligned by people during prerelease season, this isn’t prerelease season, this is “I bought the deck, now what?” season and I think “now what” for quite a few people is “Take Lord Windgrace, Windgrace’s Judgment, Turntimber Sower and Nesting Dragon out of a box and throw the rest of the junk away” and that’s fine. The thing is, the deck you can build with Lord Windgrace’s precon minus all of the cards in Lord Windgrace’s precon that aren’t Lord Windgrace is a pretty good one. Lands matter, and people have been waiting for a commander that recognizes that for quite a while. Now they have it and first off, they spiked two cards that really should have been in the precon.

The Gitrog Monster flirting with $9 on Card Kingdom makes people think they have found the next The Gitrog Monster.

It’s possible. There is a lot of Dominaria out there and this will take a while to quadruple but it doesn’t hurt to stock up on these IF you think this could go up. I’m not 100% convinced, but I think if you can get these under $2, maybe on TCG Player or by trading for them, you could sock enough of these away to make some scratch on a double up in 2 years.

Back to Windgrace!

Sorry. Anyway, lands have mattered for a while and with Thrasios and Tatyova making lands matter cards in green matter for a while, we’re looking at stuff that was teetering on the brink of going up getting another push but we’re mostly looking at chasing stuff we should have bought when it was cheaper. I don’t hate Splendid Reclamation around $2 currently, but I liked it a lot more when it was much cheaper a long time ago .

It’s already quadrupled, so getting in late obviously feels bad. However, it’s not done going up, mostly likely, due to every deck that comes out seeming to want to dump stuff in the yard and how many times I have killed someone with this card with Avenger of Zendikar in play.  Amulet of Vigor is pretty good, too.

I still think there is meat on the bone here and I think there will be more “lands matter” cards to come later. I might get out of mine in a year, though, before the next Commander decks come out, but then again, what are the odds they make another deck where lands matter so soon?

Here’s a little snakeyboi that I think, unlike most snakes, has legs. As a spec. Like, the spec has legs which is incongruous since it’s a snake and that’s funny. Look, I don’t have to impress you. I do have to convince you that Iconic Masters stuff is still nearish its floor and with a Lands Matter deck being super popular, why not play the snake? It’s in half of the 133 decks on EDHREC this week and that’s a good indication that people are aware of it, the Iconic Masters printing has enfranchised some people and we’re going to sell a ton of these at like $13 in a year or two. It has Lotus in the name – this seems like a winner to me.

Speaking of cards from Iconic Masters that were originally in Zendikar as mythics and are in a lot of Lord Windgrace decks and will likely go up in price because they were going to anyway but the new demand from a popular archetype doesn’t hurt, I present this. Ob Nixilis basically follows what Cobra does since the cards are very similar in a lot of respects. Total demand for Ob is less, and it’s less likely to break in Modern and therefore it has less upside potential but if nothing explosive happens with Cobra, this is as safe a bet. I like Cobra better, though, because of Modern and how playable it is there.

 

If you look at the robust recovery of Exploration, Burgeoning seems like a great buy. Conspiracy packs are radioactive and supply is peaked so with demand growing every time they print another Thrasios, Muldrotha, Tatyova or Lord Windgrace, even people who bought Burgeoning already will need to buy it again. This is a $15 card, it just doesn’t know it yet.

Crucible’s price is pretty established at this point. It’s in a set that doesn’t have very many great cards and we’re getting close to starting to spoil cards from Guilds of Ravnica so at this point, we’re basically at peak supply of M19. A lot of people aren’t as bullish on Crucible but I think at $20, it has some discovered demand. A lot of people cited low EDH inclusion numbers as a reason for being hesitant to take a look at this card, but at $20, it’s much more affordable and it’s pricing itself into decks. It’s also in more EDH decks than Coat of Arms, Illusionists’ Bracers, Paradox Engine and Aetherflux Reservoir and a lot of those decks were registered before Crucible was affordable.

An artifact in 12,000 decks is nothing to sneeze at. If it doesn’t go below $20, it will likely start climbing north of $30 if it isn’t reprinted again. I realize that’s not the sexy “$0.50 into $5” like we saw with Realms Uncharted when The Gitrog Monster was spoiled (or $0.50 into $22 like with Squandered Resources, a Reserved List card that was allowed to be $0.50 because it was 2016) but it’s still a pretty solid card with growth potential and they’re in trade binders right now, more importantly.

Remember, this card has 3 foils versions (Set, prerelease and game day) and one regular version and they’re all about the same price. I would go for set foil since that’s likely to diverge the most from the non-foil, but it’s hard to go wrong with any version of this. It’s a Crucible, but it’s also a Crucible that can go in a deck that already has Crucible AND you can Green Sun’s Zenith or Wordly Tutor for it. Sounds like a winner to me.

That’s all the news that’s fit to print about our Lord Windy, here. A lot of this stuff went up already by virtue of decks like Tatyova, Muldrotha and Thrasios but there is still money to be made and some of these cards have a lot of potential. Ulvenwald Hydra, Bobo Enraged, Ghost Town, Dust Bowl and a ton of other cards are getting twice the play they were a year ago, so make sure you check prices on stuff you speculated on already.

Thanks for reading, readers. I’ll be back next week, likely to talk about why Brudiclad is so much more fun than Saheeli. Until next time!

Unlocked Pro Trader: Commander 2018 First Impressions

Readers,

I wrote… too much, frankly, last week. I’m going to take it easy on you this week, which probably means I’ll do 2,000 words instead of 4,000. I’m not going to go too in-depth on any cards yet but I do have some impressions based on preliminary EDHREC data. Let’s rank every commander by popularity based on the first little bits of data that are trickling in and then see if there’s anything in the most popular deck that everyone else missed, although people have been pretty thorough (they spiked Enchanted Evening to $35 today, for example, and who knows where it ends up? Could stabilize north of $30 – that’s what happens when things don’t get reprinted.) and the decks are sort of obvious, at least some of them. Estrid is probably a bit more obvious than Tawnos, for example.

Let’s see how many of each deck has been registered on EDHREC and see if that tells us anything.

Lord Windgrace – 64 decks (4 as part of 99) JUND
Aminatou, the Fateshifter – 63 decks (16 as part of 99) ESPER
Estrid, the Masked – 60 decks (16 as part of 99) BANT
Yuriko, the Tiger’s Shadow – 49 decks (27 as part of 99) ESPER
Saheeli, the Gifted – 35 decks (25 as part of 99) IZZET
Brudiclad, Telchor Engineer – 33 decks (28 as part of 99) IZZET
Tuvasa, the Sunlit – 29 decks (50 as part of 99)* BANT
Arixmethes, Slumbering Isle – 16 decks (31 as part of 99)* BANT
Xantcha, Sleeper Agent – 16 decks (22 as part of 99)* JUND
Varina, the Lich Queen – 16 decks (10 as part of 99) ESPER
Yennett, Cryptic Sovereign – 13 decks (33 as part of 99)* ESPER
Kestia, the Cultivator – 10 decks (36 as part of 99)* BANT
Thantis, The Warweaver – 8 decks (15 as part of 99)* JUND
Gyrus, Walker of Corpses – 5 decks (10 as part of 99)* JUND
Tawnos, Urza’s Assistant – 3 decks (21 as part of 99)* IZZET
Varchild, Betrayer of Kjeldor – 1 deck (23 as part of 99)* IZZET

This tells us quite a few things, I think. I am going to do a little bit of analysis and there will be supposition involved, but if you all didn’t trust my expertise in the field of EDH finance using this data, I’m not sure why you’re reading a whole article about it so I’m just going to state my opinion as fact and if I’m wrong, that’s because I’m bound to be some of the time.

Conclusions

The “Precon Effect” Is Alive And Well

A while back in an article on EDHREC, Sam Alpert talked about what he called “Precon Syndrome” and we later changed to “The Precon Effect” because it was pithier. What he was describing was a tendency for deckbuilders who start with the precon to include stuff that shouldn’t be in the deck. WotC put it in there for beginners and when you start with 100 cards, you cut everything obviously bad and keep the rest and replace the bad cards you cut. That means stuff that is just good enough to include stays in even though they are cards you would never consider jamming if you started from scratch. I would never think to put Ninja of Deep Hours in an Aminatou deck in a million years if you locked me in a room and made me generate list after list and wouldn’t let me out until I included it. 22% of the people who registered an Aminatou list on EDHREC included Ninja, though, because it’s in the precon. Early on people over-include bad precon cards which reduces the number of good cards they run, and they’ll add more good cards later as they jam games.

I put an asterisk by the cards that were in more decks as inclusions than they were as commanders and the list is nearly divided in half. With the exception of Varina toward the bottom of the list, every deck that’s popular out of the gate is in more command zones than 99s and the reverse is true for unpopular commanders. I would venture a guess that a lot of Tawnos’ current play is people thinking he’s too good to take out of their Saheeli deck. Also, the fact that the bottom 2 decks are Izzet but both have much higher inclusion ranks than build ranks, I think there is more synergy in the Izzet deck. Loose copies of Tawnos and Varchild will be hard to come by because people are inclined to leave them in rather than sell them when they build Saheeli and Brudiclad whereas no one is keeping their copies of Lord Windgrace if they build Thantis.

Lord Windgrace Is Most Popular?

I was pretty surprised. I thought it would go Estrid, Aminatou, Saheeli, Windgrace. In fact, Saheeli was below Yuriko, a ninja commander with 9 ninjas to build with. OK? Saheeli has competition from other artifact builds whereas Windgrace (likely with 99 new cards) is the first “lands matter” Jund Commanderand will unite The Gitrog Monster and Angry Omnath, both obvious possible inclusions that spiked hard after they weren’t in the deck.

Also, if you look at the total number between the precons, the numbers may tell us more.

Jund – 93 decks

Esper – 141 decks

Bant – 115 decks

Izzet – 72 decks

Jund was the 2nd least popular deck and Windgrace represents 69% of all Jund decks registered whereas Saheeli is 49%, Estrid is 52% and Aminatou is 45%. Windgrace seems like the most popular but he just has the lion’s (or… panther’s? I’m not Vorthos, someone tell me what he is) share of the second least popular deck whereas the other Planeswalkers had to compete more with interesting commanders in the decks that Jund forgot to include.

Varina Is An Outlier

I suspect that Varina is not included in the rest of the decks because she has 0 synergy with them and seems like a very glaring inclusion whereas the Precon Effect kept stuff like Xantcha and Tawnos in the decks. A 0 synergy inclusion is useful to look at because they tend to spawn disparate archetypes because they need 99 cards that aren’t in the precon. I think Varina is a lot like UW Taigam from last year – practically no synergy with the deck it’s in and basically included because it was a cool design and they needed somewhere to throw it.

Given Varina’s outlier status, I will select Varina to discuss this week because it’s likely the cards for this deck won’t have spiked yet because, like Tawnos, it’s not obvious how to build the deck to people who don’t play EDH the way Serra’s Sanctum was so obvious my 2 year old bought a copy of it on the iPad half by mistake when I mentioned in a conversation to someone else that Enchantress was the new archetype.

Varina The Queena’ Mean…a

I think Varina is secretly very good and could create some really unbeatable card advantage once left unchecked for a minute. The problem is, attacking with creatures is for casual EDH players and drawing cards and knowing that discarding isn’t a disadvantage is for more competitive players. Varina may be a card that exists in a very small Venn diagram overlap area. The mere 16 decks generated so far (though that’s more than 6 other commanders) make me think people just haven’t figured her out yet. The problem is, a lot of people will be turned on by seeing Varina demonstrated and if the card is taken out of every Aminatou deck due to lack of synergy and discarded, how will that happen?

Varina is currently like $3-$4 which isn’t bulk and is a bit more than a lot of the other new commanders, even ones in decks that aren’t worth as much. The Esper deck is easily the most expensive and it’s the most-built currently. It’s the “good” deck this year and while the “bad” deck is almost always the one to buy for finance reasons in two years, it’s still interesting that a deck with $4 Magus, $17 Yuriko, $3 Golemn, $8 Aminatou, $4 Entreat the Dead and $3 Entreat the Angels can maintain $4ish for Varina, which isn’t getting built that much compared to the other cards. UW Taigam started at $4, too and quickly plummeted to $2 and belowish and it’s currently doing nothing.

Taigam currently helms 227 decks compared to 896 Ur-Dragon decks, so it’s in a third as many decks as the precon-suggested commander (and 297 of the 755 decks it’s in as a card are Ur-Dragon, which seems weird given its lack of synergy – Precon Effect indeed). Meanwhile, Varina is in 16 compared to the 63 for Aminatou. If that proportion holds, I don’t like Varina as a pickup but I think it will spawn 1/4 as many decks as Aminatou but with all new cards which means older cards that didn’t get reprinted have a chance to go up. Anecdotally, Varina is performing better for people than Taigam did and I think enough casuals will get onboard with having access to White Zombies (the cards, not that godawful band) and cards like Swords to Plowshares and Teferi’s Protection. One thing Varina has going for it that Taigam didn’t – there are decks ready to upgrade to it.

Varina is a better Scarab God than The Scarab God (I think) and you can jam The Scarab God in the 99 of Varina, which is cool. You’re going to draw a ton more cards and have access to white cards which makes Varina a great choice. I think people who don’t port over The Scarab God decks will make Varina decks from scratch. All of these factors make me think that things are going to go up because all of this info isn’t that trivial or obvious – you saw we had to dig to find it. Leave Replenish for the kitty cat collectors, let’s delve into what makes Varina tick.

This card is showing up in 1/3 of the Varina decks and I think that number may increase the more it’s built. I don’t know if this is a spec, but I think you can pull these out of bulk, people don’t know this is $0.50 and people REALLY don’t know foils are over $10. This does so much work but has a decent reprint risk. It’s easier to reprint out of core set than into it. If you see these in draft chaff, $0.10 card boxes at the LGS or in bulk, stash these. I think this is a $2 card in a year with no reprint and everyone is going to act surprised.

Unfortunately, I think this card has hit its floor or is just about to. Market Price is like $3.50 on these, and as briskly as Card Kingdom is outing them at $6, I think TCG Player is the ripe for a correction. Death Baron is a zombie staple and it’s demonstrated an ability to hit $20 if left unchecked. I don’t think it hits $20 again but I don’t think it goes below $3.50 ever. You can’t lose here. Would they jam this right back in M20? I doubt it.

I don’t get this card’s deal but it’s got to go up sometime. It’s a mythic in a set with a bunch of stupid dragons and no one is opening the boxes. Sure, there is no pressure on this card to take up more of the box price but as the box price goes up, why doesn’t this? Its reprint risk is low given how amenable WotC seems to be to printing new Zombie lord and while the glut of Zombie lords means some don’t make the cut, this should.

Then again, it’s in fewer decks than a worthless card like Zombie Master, so who knows?

With moderate reprint risk, I don’t advise paying cash, here. However, with rotation approaching, I would advise taking everything that is propped up by Standard play and won’t see play outside of it and trying to trade for cards like this. Even with reprint risk, this stands a better chance of holding value than something like Glorybringer.  This is an absolute shoo-in for the deck and it’s one of the reasons you switch to a version that can run white, honestly.

I think if you check out the page for Varina,  you can find other cards that maybe aren’t as sexy but which will for sure get jammed. Zombie decks never got to run Necromancer’s Covenant, Anointed Procession, Wayward Servant or Tidehollow Sculler in the past. Is this an improvement? I hope so! If not, at least we know the reasons for looking at Varina in the first place was sound.

As an aside, anecdotally, people are more excited about Varina than they were about Taigam. I think that Yuriko is going to tank soon and when it does, something needs to step up and take some value. Could it be Varina? The parallels to Taigam right now prevent me from saying yes, but if the cards begin to diverge, I think we could have a good buy under $4. We’ll talk more next week. Until next time!

Unlocked Pro Trader: The Value Has To Go Somewhere Part 2

Last week I wrote an article. If you’re guessing it was called “The Value Has To Go Somewhere Part 1” that’s a good guess. If you remember from reading it last week, good, thanks for doing that. If you didn’t read it, I cleverly linked it and you should do it now. I’m serious, last week was like a 2,200 word preamble to this one and I’m going to drop HARD into data analysis. Like, real hard. Like, I won’t even fini

DATA ANALYSIS

Last week we talked about the factors that influence the price of a card in a deck. I’m going to look at the decks from Commander 2018 and tell you what I think the cards are going to do. I won’t spend too much time on justification because I feel like I set out my thought process last week. Maybe pull that up in another tab because you might need to refer to it more than once. Let’s not screw around this week and just do picks, these cards are out Friday.

Saheeli

Goldfish was kind enough to look up a bunch of prices and display them on here. Thanks! It’s higher than Market Price a lot of the time but it does tell us what’s under a buck, which we need so we can ignore those cards.

Right now, Saheeli is like $8.50 Market Price and I think that’s probably OK.  For reference;

Teferi’s usage is probably under-reported because try-hards build that deck with The Chain Veil and they don’t register their lists somewhere EDHREC scrapes. Also, his deck was pretty bad and he was the best card in it (although it also had a Cyc Rift). If Saheeli is played roughly most or second-most, which I predict, her price is probably fine with a buck or two of $10 for a while, maybe forever.

Sculptor, Chief, Eye, Engineer, Whirler, Juggurnaut, Thopterist, Crawler, Doom Engine, Sphinx, Soul, Hellkite, Assembly, Igniter, Battlesphere, Bosh and Inky are all probably cooked. I don’t think any of them will be above $1 in a year and this is not the first reprinting for a lot of them.

Tawnos is currently like $4.50 and he reminds me a lot of Taigam from last year’s decks. He’s sort of exciting and could get his own deck but he seems mostly sort of out of place in the deck he’s in which could hurt him. He’s also a bit like Inalla and Mairsil who are both $1.50 and really, there is a pretty big gap between “Really good general” and “bulk, basically.” Since I don’t expect Tawnos to be as good as Mirri, I think he’s a sell at $4.50.

I don’t hate Treasure Nabber at $10 as I keep saying, but $5 would have been better. This deck is really relying on new cards to take up most of the value and I think Geode Golem will go down.

Varchild likely ends up about as popular as Wasitora.

I realize I am mixing TCG Player and Card Kingdom prices, but consider how much extra CK charges which means $1.99 there is like $1.50 on TCG Player and you might want to pass on Varchild, even around $2.

I think Vedalken Humiliator ends up bulk, probably.

Where does the value go? I think Brudiclad could end up being in between $1.50 and $9 because while it ‘s not quite as splashy as Mirri, I think it ends up built more than Saheeli. I also think with Geode Golem tanking in price and Nabber going up a bit, there is room for Ancient Stone Idol to approach $5. Now just because some creatures go up others don’t have to necessarily go down – there are more cards to look at in the deck.

Saheeli’s Directive can go up and I bet Blasphemous Act recovers a bit. Echo Storm seems bad to me and I bet it ends up closer to $1 in a year. Chaos Warp can recover, probably.

Things look dire now, but remember, 25,983 is a big number and ubiquity is a hell of a drug. Chaos Warp is the 16th-most-played Instant. Not RED instant. Instant. It’s between Mystical Tutor and Return to Dust. I think if you get these for under a buck, they recover, even though it’s looking like they’ll be reprinted next year and that’s a hard “sell by” date and may make you think twice.

I was accused of (in a nice way) undervaluing Atlas in my set review. That’s a card that has some use for Red and White decks that can’t really draw cards very well. It would need to be pretty ubiquitous to be $5 so I am still shying away for now but watch this card. Thought Vessel is $6 after all and this is only in one deck.

Vat has created some demand for itself and I think if this hits $0.50, you will get these in bulk and set them aside and suddenly one day they’ll be on a buylist for $3.50 and you’ll cash in.

Clock is expected to soak up a lot of value but a bit of its price was predicated on sudden scarcity and people assuming they’d use it more than they ended up using it. I think this will recover less than Vat, all things being equal and I didn’t expect to think that. It could be that EDHREC has a bit of a competitive blind spot but both cards have the same number of printings and are from the same block but one gets played 50% more.

Is Breya to blame here? Breya players not registering their decks? All I know is that Clock is expected to soak a lot of value and I’m not sure if it can.

I don’t know what to say about Coveted Jewel. I think it’s a terrible card and can only guess about its future price. We have  weeks and weeks to watch what it does but it was initially listed at $4 on a few sites and never sold out. Here’s what reddit is saying.  This is a gamble and I don’t have the data to back any conjecture so, enjoy, it’s a chance to try and leverage your card analysis skills. I could be wrong.

Enchanter’s Bane is really brutal but also seems so narrow. If EDH had sideboards, this would be better. I also think people are underrating it for two reasons. 1 is the precon effect we talk about on EDHREC and EDHRECast which is that a card that’s good enough to not take out when you build from a precon can get left in and not replaced even though it wouldn’t get added if you started from 0 cards. Building from a precon means this gets played in more decks than it should, meaning fewer copies hit the market and the effect of the actual demand is increased. I think $2 is a low-risk bet but there are quite a few bulk rares from Commander 2017. I think Bane is better than $2 Kindred Boon from last year so I think this is a potential grower.

The real question mark is Forge of Heroes. Lands that are in every deck can still go for $5+ but is this good enough? I’m not sure it is since it doesn’t really fix mana in formats outside of Commander. Past Commander deck lands that hit $5 were also playable in 60 card casual and pauper etc. I think Forge is too narrow.  I could be wrong, so keep an eye out.

That was a lot of writing. I hope by now I can streamline the process a bit and not have to repeat some of the things I already said.

Aminatou

Aminatou is currently $11 on TCG Player and the only scenario where I think you’ll be glad you paid $11 is if it goes to $20 like Teferi did. Is the cute copycat combo with Felidar Guardian enough to make this the try-hard combo deck of choice or is copycat a kittycat, obvious but bad? Hard to say. I don’t think you make money buying at $11, but I don’t think you lose a ton, either. If you’re buying to play with and don’t want the whole deck, $11 seems reasonable but I bet you can get this for $7 later.

I think Boreas Charger can go up. It’s in a lot of ways much better than Knight of the White Orchid and that card sees considerable play.

I would not be at all surprised to see Boreas Charger eat some of the value inevitably shed by Yuriko, an $18 card that will be the Commander of a deck that needs ninjas. There are 10 ninjas unless you count Unstable. Yuriko can’t stay this high.

Varina, Lich Queen, Magic, Commander 2018

Varina has already cut in half since this price list updated. At $3 I am still not a buyer. This seems like Wasitora to me and likely ends up around the same price, but I could be wrong. If this does get considerable play or gets play in Legacy (it could happen) like Kess did (I doubt that, just giving you a best case) then this could hit $7 or $8. You think this is worse than Kess? Then you can’t make much buying at $3.

Yennett, Cryptic Sovereign, Magic, Commander 2018

The race to the bottom caught Yennett going from like $12 to $3.50. I think Yannett is this set’s Mirri. I think that’s a $10 card waiting to happen. It’s a dirty, ruthless, grindy card and try-hards will latch on. I think Yannett is a card to watch. It’s at least Kess-tier which makes it a future $7 card so at least double up on these.

Sower of Discord, Magic, Commander 2018

I like Sower more than most people. I think it’s ultimately very tough for a card to get above $1.50 and I don’t this this has the ubiquity juice to get there. I’m not a buyer at $1.50.

This had an ugly graph before this reprinting. I’m not sure it can stay afloat with new copies en route.

Half of Oni’s current demand is from just 2 decks and they’re both unlikely to be built soon. With no real ninja deck, not much demand appearing and a bunch of copies inbound, I think the Planechase effect is about to be watered down significantly and Oni is doomed.

Entreat the Angels likely has a downward trajectory due to modest demand being satiated and competition with a bunch of other cards that do the same thing in EDH. Entreat the Dead seems like the opposite – we could see it gain ground and it’s already caused cards like Insidious Dreams to go up. We’ll see.

Nothing else seems to matter here much. Skull Storm is pretty bad in the Aminatou deck and I don’t know which deck wants it. For 9 mana, just cast Rise of the Dark Realms and win the game.

Aminatou’s Augury is the only real card with surprise potential. I don’t like it personally but you could hit up to 8 cards off of it and people are playing spells this expensive already. Ultimately, I think it loses value which begs the question – does Yuriko maintain the value or will it go somewhere else? Where? If not Yannett and even if not Yannett, if not ONLY Yannett, where?

None of this matters. Primordial Mist seems like trash to me.

I actually kind of like Isolated Watchtower

Isolated Watchtower, Magic, Commander 2018

It’s like $2.50 on TCG Player and if it’s at all good (it’s a bad Scrying Sheets sometimes) then I think it can go up. Ultimately, forcing you to tap 3 lands, have fewer lands than them and need a basic and need it in the top 2 makes this clunky and hard to use it to get ahead.  I’m not willing to be money this goes up, but watch it.

Lord Windgrace

Most weeks I would cut it off here but I am giving you a double article because the stuff comes out Friday.

Lord Windgrace is like $10 and I think that’s OK. I don’t know who will want to build around him but he’s also the best commander in the whole precon so either this doesn’t sell AT ALL or something happens.

Gross. This is all trash. Avenger of Zendikar could recover some value and probably will because it always does.

Gyrus, Waker of Corpses, Magic, Commander 2018

I think Gyrus is pretty unexciting, personally and I don’t know if it will get built around but even if it does, that likely makes it like $1.50 if Inalla and Mairsil are any indication.

Xantcha, Sleeper Agent, Magic, Commander 2018

Xantcha is still hanging on in there at almost $8 and while she should give some of that value up because she’s not that good, she probably won’t because, what’s this article called again?

Thantis, the Warweaver, Magic, Commander 2018

Thantis is pretty good but I don’t know if this is enough of a deterrent to them attacking you and it may just accelerate your demise. Can you see this hitting $7? Then don’t pay $4.

Whiptongue Hydra, Magic, Commander 2018

At like $1.50, I am kind of OK with Whippyboi. 6 mana is a lot but getting a 6/6 or 7/7 after taking care of a few problems creatures without targeting them in a color you can tutor easily for silver bullet creatures, I think this could be a $5 card pretty easily. Stonehoof Chieftain didn’t look like much at first, either.

Crash of Rhino Beetles, Magic, Commander 2018

Speaking of Stonehoof Chieftain, this sort of reminds me of it, too. Timmies will love this card and Timmies can play EDH cards in 60 card casual which means there is even more demand as they can play multiple copies. I think big, splashy stuff has a tendency to be sneered at by “serious” players and that means stores undervalue cards like this at first. The value has to go somewhere and I bet in a few months, its price may triple just like its power.

This is a lot of hot gahbage but there is a bright spot – Windgrace’s Judgment.

Windgrace's Judgment, Magic, Commander 2018

It’s currently $5 and I think it actually has upside given how radioactive the rest of the deck is. This is very much this year’s Kalemne deck only it doesn’t have multiple cards I think are worth $10.  This could honestly end up a $20 card and everyone will be surprised that this was ever worth less. Paying 5 mana to get this much value seems fantastic and while it looks like a bad Putrefy, this may be a better Decimate. I think this is a card everyone will want to play in these colors to slow the rest of the table down by blowing up their mana rocks and problem enchantments and this stays in every precon deck built plus goes in a ton of existing decks. If this isn’t the set’s Teferi’s Protection, I’m not sure what is.

Not much to say here. I don’t think any of this can recover, which is too bad for Deathreap Ritual, which was sort of a mix of Fecundity and Phyrexian Arena without the downside of either but with limited upside.

The lands aren’t even worth discussing. This is an atrocious manabase and they should be embarrassed that they raised the MSRP on this. If Forge does nothing, this is a $5 manabase in the “lands matter” deck.

The deck’s one bright spot beyond Windgrace’s Judgment is this guy.

Nesting Dragon, Magic, Commander 2018

I think this has the potential to go up quite a bit. It’s not quite as splashy as Avenger of Zendikar but it shrugs off wrath effects better and this can also go in existing dragon decks. I think it’s currently too cheap.

Estrid

Here’s your money shot. They actually put decent reprints in here and good new cards. I am glad I saved this for last, though even this one could have been much better.

Estrid herself is currently $8 and I expect her to be the most built. In fact, I think Estrid will be the 3rd-most-played Planeswalker commander of all, coming in behind only Teferi and Daretti. Estrid does it all and the fact that she is currently less expensive then Aminatou says more about the cards in that bad Esper deck than it does Estrid. Or I could be tired and biased and talking complete nonsense at this point. I don’t think I am, though. I think Estrid is just good and could be a $12 card.

Being in 2 decks doesn’t hurt Loyal Drake, I don’t think, considering Thought Vessel was in more than that. I think Drake is a card I initially undervalued and I think blue tends to be able to keep its commander around and therefore trigger Drake. I don’t mind a flying Phyrexian Arena per se and at under a buck, this seems like a card you will get in bulk for a while.

Ravenous Slime, Magic, Commander 2018

Slime is at $2.50 and I think it could go up. Just the graveyard hate alone on this card make it very appealing. It almost assuredly gets yanked right out of the Estrid deck and is only in here because you suit it up since it’s hard to block but people aren’t likely primarily building Voltron. Tuvasa could be popular, though but I still don’t think this goes in that. This is good in a lot of decks but not also being good in the deck it came in could hurt its upside. This has no pressure on it to take value and it might now, but it’s a good card so don’t sleep on it.

Tuvasa the Sunlit, Magic, Commander 2018

At $7, I think this goes down a bit but I also think everything being said about her as a negative is wrong. Only one draw trigger per turn is fine, not having Merfolk synergy is a bizarre criticism and hardly merits mentioning and its synergy with non-card enchantment cards like the clerics made by Heliod make this a potential KO commander. I still like Bruna and Sigarda but this marries those two color combos and gives you the advantages of each. I think this gets built but $7 is a lot.

Kestia, the Cultivator, Magic, Commander 2018

I don’t know how to feel at $4. I think this benefits from the precon effect which means loose copies will be hard to come by the way loose copies of Slime will be easy to come by, but I think this ends up around $1.50 like so many new Legendary creatures from Commander 2017 did.

Arixmethes, Slumbering Isle, Magic, Commander 2018

I think this comes down from $7 also, but only because every Legendary creature in the deck can’t be $7 (or can it?) and this seems clunky to build around as much as people like it. Buy Thespian’s Stages to instantly turn this on, I guess. I think this ends up above $3 but I am not paying $7 personally.

Heavenly Blademaster, Magic, Commander 2018

It’s annoying that so many of the new cards in the Enchantment deck are creatures.  I think this has some odd potential and in decks like Sram, this could turn a pile of small creatures into KO machines. I think this could go up from $3 given how many Voltron decks are white that this could go in.

Nylea's Colossus, Magic, Commander 2018

This is a bulk rare currently but I don’t know if that’s correct. I didn’t like this at first but then I remembered that Replenish is a card and you could make a creature like a 512/512 pretty easily. This is a real low-risk spec at bulk.

Marital Coup could regain a bit of value but this isn’t its first or last reprint and that makes it pretty risky and I’m not interested.

Genesis Storm is an odd card. In general, I sort of hate the Commanderstorm mechanic and I think if you are getting that number up at all, what are you doing that you need to cast your commander so much? I think all of this is likely where value goes to die.

Enchantress’ Presence may go back up in price slower than we’d like given its limited utility in Legacy and its current EDH ubiquity,

This isn’t a great rating but I expect it to change given the new demand from Estrid and its ilk. I think the price could be depressed quite a bit below $8 for a long time, however, and I think the value may have to come from elsewhere. This was a scarcity price, not a demand price.

Estrid's Invocation, Magic, Commander 2018

I think this could go to $8-$10 under the right circumstances. This may be the best card in the deck and it’s going to get played a lot but it’s hard to see how much of that play will be outside Estrid decks. There isn’t a ton of pressure for this to go up but all we really have to base things on now is a card with way lower supply.

This hasn’t gone much above $10 on TCG Player (though Card Kingdom is sold out at that $9.50) despite the renewed interest in enchantments so it’s hard to imagine this not hitting $30 before Estrid’s Invocation hits $10. This is a Ravnica rare which means supply is pretty low. I think this staying at $10 strands Invocation at $5 and if Invocation hits $10, this has to correct up. Watch both cards, I guess.

Myth Unbound, Magic, Commander 2018

I don’t like this card much but I have misevaluated cards in the past just because I wouldn’t likely play them myself. I think this could catch on and if it does, $10 isn’t out of the question which is a nice double-up if you buy now. This could also end up $2. I don’t think this ever goes to $0 so it’s really like you can make as much as $5.50 per copy or lose $3 per copy. That’s more upside than downside if you accept my high and low points. What do you want me to say about this card? I think it’s a win-more in Food Chain decks and I think if you’re not playing Food Chain and you draw cards with this, you’re losing. I don’t like it.

Octopus Umbra, Magic, Commander 2018

This will likely end life as it began – a bulk rare.

Speaking of Umbras, I think Bear Umbra can tank one reprint and recover.

We don’t have a numerical cut-off where the number of decks above said number can survive a reprint but if we did, 4,000 for a card this new seems reasonable. I think this goes down to like $2 or $3 and can be $5-$7 again, especially with discovered demand from people who are seeing it for the first time in Estrid.

The lands are worthless and we only have Forge of Heroes as a potential mitigating factor. All in all, this is the best deck but probably won’t be worth the most or even second most in two years.

This was too long. If you have any specific questions before the set goes on sale on Friday, tweet me @jasonealt. I’m going to bed now. This was two articles so thanks for reading all of it. Feel free to argue with me in the comments section – everyone benefits from more viewpoints. Until next time!