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PROTRADER: Looking to Standard Rotation – Dragons of Tarkir and Magic Origins

My interest in Standard is usually very fleeting. When I’m covering a Standard event, I get pretty deep into it. I know the decks, I know the pilots and designers, I know the strategies. Then a few months will go by without me covering a Standard tournament, and I’ll gradually lose interest and track of the format. Coupled with the fact my Friday Night Magic is Draft instead of Standard, it means my connection with Standard is tenuous at best most of the time.

Except.

Except at Rotation, that is.

That’s where we’re at now, or at least heading up on it. Previews are coming fast and furious — not to mention in some pretty incredibly awesome ways — and we’re quickly getting ready to depart pre-Sarkhan-meddling Tarkir (the Dragons will be sticking around). That means the fetch lands are going away. Gone is Siege Rhino. Mantis Rider is no more. We won’t be cruising or digging through time any more, nor will we be dashing any Kolaghans.

siegerhino

I love Rotation. It’s a time of unbridled creativity for deckbuilders, and as much as I enjoy writing finance and coverage, the truth is I like to play a little Magic too. In truth, I actually play quite a bit. While I’ll leave the Grinder Finance to Jim since I’m rarely ever to play in big tournaments anymore thanks to doing coverage at them, I spend a lot of time playing in several tournaments a week at home, and I play a good deal of Magic Online.

My favorite format to brew in is Modern, and I’ve had a fair amount of success doing so. Obviously Merfolk is the deck most people associate with me, and I’ve done a lot of work over the years to help shape it into its current beautiful form. But I’m constantly brewing up other decks as well, and while I’m not sure I had anything to do with it I was streaming Flagstones of Trokair – Boom/Bust for a week before they spiked.

Anyway, I won’t bore you further with my exploits, other than to say I enjoy Rotation for the same reasons. It makes Standard new and exciting, and often times more fun.

It also brings with it financial opportunities. It’s those that I’ll be exploring today.

The Future of Standard

Honestly, I feel like a lot of post-Rotation decks will be heavily based in Dragons of Tarkir and Magic Origins unless Shadows over Innistrad just blows it out of the water (which is certainly possible). But take, for example, this Jeskai Dragons deck that Top 8’ed the Star City Games event two weeks ago. Outside of the mana base, which will adjust for all decks, only nine(!) cards rotate from the maindeck, and some of those are fairly easily replaceable with cards from Magic Origins or newer sets. The Dragonlords themselves are all still very powerful, and Thunderbreak Regent and Draconic Roar isn’t getting any worse.

Thunderbreak Regent

It’s not the only deck in this position – the Bant Company deck that won that event has only some fetch lands and a pair of Wingmate Roc rotating out. In many ways, we’re already living in the future.

So what opportunities does this present financially?

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expensive cards

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Still No Full Moon

So a couple weeks ago, I talked about why I really didn’t like Mayor of Avabruck as a spec target. Back then, my logic was based on the extremely small space for werewolves as shown on the checklist card. If we put ourselves in the shoes of the player type that we’re not, then we can try to shine some moonlight as to why this tribe that’s seemingly dripping with flavor and non-competitive appeal has been so much of a financial letdown over the past four and a half years.

I’ve seen a decent number of people suggesting that the puppy patrol will see a rise in popularity in the wake of a potential new legendary werewolf creature to lead the Commander deck. Now that the second checklist card has been proven to be a reality, we have a bit more clues to narrow down the possibilities of what can and cannot be in the set.

checklist

With two of the white and blue slots being taken up by Archangel Avacyn and Marit Lage, she’s on Innistrad and going to fight Emrakul in a 1v1 duel to save the Multiverse, we only have one red, one green, and one gold double-faced card at rare or mythic. I’m going to go out on a limb here and take a guesstimate that the werewolf ‘walker takes up one slot there, and the legendary werewolf Commander is the other.

checklist

That makes the total number of double-faced werewolves in Shadows Over Innistrad an approximate grand total of fifteen. Yep, fifteen flip doggies, give or take one or two (I can’t really tell if Breakneck Rider is the name of a werewolf or not, and it’s possible that the mono-red double faced card is not a werewolf). Let’s compare that to the number of Allies in Battle for Zendikar that managed to spark a couple of the decks’ core components.

Ally2

jwari

harabaz

As you can see, Allies got a lot more support in BFZ than Werewolves are likely to get in SOI. There are a couple explanations for this; the word Ally got slapped on at least a dozen or so random creatures that would have likely been the exact same without it, and BFZ wasn’t really competing within itself for any other non-Eldrazi tribes. Innistrad is full of Angels, Vampires, Zombies, Humans, and Spirits, all fighting to get a piece of the tribal pie.

Instead of the new Allies being any good at all for the competitive player, they managed to spark a fire in the casual players heart. People started to look back at some of the older (and better) Allies that they could combine with their pack-fresh durdles, and we saw a lot of the  reasonably powerful ones creep up in price. The mana dork, clone, and protection engine are the most prominent of that group. The kind of player who enjoys Magic without sleeves eats those cards up, and you should always be happy to find that person and do business with them.

I said something important back there. Remember that all-important article by Ross Lennon that I always reference, called Mastery of the Invisible? You know that they exist, which is good. You also have a general idea of what kinds of cards these players enjoy playing with. Mill. Angels. Demons. Dragons. Zombies. Relentless Rats. All deck themes that are time-honored favorites in the unspoken majority of the player base. Why aren’t werewolves a part of this? Well, my friend; I have a theory (and it’s just that, a theory) that one of the reasons for the unpopularity of werewolves is the requirement for additional hardware; either in the form of checklist cards or protective sleeves.

“But DJ! Checklist cards are only like 25 cents on TCGplayer, or 10 cents on SCG!” Yep, but they’re an additional hoop that the player has to jump through to build their deck. While anecdotal evidence is far from fact, I thought about this while at the shop one day when a customer came in to buy one of the 1,000 count boxes of commons/uncommons that I sell for $7. He pulled out one of the double-faced werewolf cards and questioned how you were supposed to play in in the deck if you could see it coming, which is a fair question if you’ve been playing Magic for less than a month. I explained the concepts of both checklists and sleeves to him, and was met with the following response:

“Oh. That seems like would take more work to keep track of if I had a deck full of two-sided cards. Can I just trade it for a different card in another box?”

So what are your thoughts on casual players disliking a high volume of double-faced cards in their deck because of the requirement of additional checklists/sleeves? I’ve had no trouble selling Bloodline Keepers in the past, but maybe that’s because it is usually the only DFC in the deck. I’m curious if anyone has had a similar experience as I have, and if the need for a high volume of checklists has had an effect on the suppressed demand of werewolves as a casual archetype.

Were Else Should we Look?

If we’re not buying into werewolves as a casual spec, what kind of cards should we be looking into? Well, I like Vampires and Zombies as a starting point. Contrary to our furry friends, we can put our hard-earned cash dollars into cards that, like the werewolves, won’t be reprinted anytime soon, but also have the benefit of already being proven over time.

endless ranks

Now that the windows are broken, this card is practically on the reserved list. There is no way that the cathars of Avacyn can rebuild with all those undead walking around. All jokes aside, this has managed to shamble its way to a solid $3 over the past few years, and I wouldn’t be surprised to see it hanging around the $7-8 mark in a few months. If all else fails, this will be a much easier sell at the $3ish it’s at now than a pile of 47 Mayor of Avabruck.

Let’s wrap all that up in a neat bow; Even though there will likely be a double-sided werewolf planeswalker and legendary werewolf creature in Shadows over Innistrad, I do not expect werewolf cards to increase Mayor of Avabruck or any of his werewolf buddies to increase in price significantly enough such that it would be worth buying in now for profit. If you’re one of the few Invisibles that keeps their finger on the pulse of the finance market by reading these articles, and you want to build werewolves, then I don’t think there’s downside in buying now because you plan on playing with them.

 

End Step

Rest in Peace is fighting the good fight against the undead hordes, and wants a bigger paycheck because of it. He’s not arguing for a $15 minimum wage, just a $2 raise per copy. What a goddamned socialist hippie. Even at $4, I don’t think this card is a bad buy if you need copies or expect to require them in the future. Remember all those players who thought Stony Silence had reached its’ peak at $5? Exactly, you don’t remember them because they shut up real quick.

 

 

 

Popularity

People are freaking out over the new Avacyn. And why shouldn’t they? After all, it’s a sweet Angel and it was spoiled in a kickass way at GP Detroit.

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Wizards got wise and finally decided to leverage some of Christine Sprankle’s popularity. She was going to cosplay at every event anyway – why not use her to spoil new characters? From Emmara Tandris to Avacyn she has done just that. And what a difference a few years make. The first GP Las Vegas for Modern Masters she cosplayed as Mercadian Masques Brainstorm and barely anyone from Wizards acknowledged her. Two years later at the most recent GP Vegas she had her own booth and was signing autographs all day.

Popularity like hers is nothing to ignore and I commend Wizards for having the presence of mind to leverage it for the good of the community and to subsidize her travel and costume expenses. Wizards occasionally has ideas I consider good because I agree with them (doing another Conspiracy is another example of something that greatly benefits the EDH community) and usually those decisions end up being pretty popular. Popularity matters and if we can stay abreast of what’s popular, we might just be able to make some money by being ahead of trends. Honestly EDH prices are so forgiving that even being “only slightly behind” can usually pay dividends. After all, no real tournaments means no one gets a weekly reminder that EDH affects prices and weekly decklists for people to panic buy cards from like they do with tournament formats. Before you write some comment about how EDH has tournaments, too, because you played a side event at a GP for 6 booster packs or your LGS has an EDH league, recognize how ridiculous you sound and keep it inside.

EDH prices tend to go up slowly based on people individually voting for cards with their wallets one copy at a time. I would worry about disrupting that pattern by encouraging people to buy differently, but no one reads this article so I’m not going to worry about unduly influencing the market.

How does a card’s popularity help us, though?

I’m Head of the Class

Untitled

People are very excited for this card. I saw estimates of the foil price at $150 which is bonkers, but, hey, foil on BOTH sides so that’s double the foil. That ain’t cheap.

With playsets of this little lady preselling for $100 on eBay at the time of writing this, people clearly want to jam this wing’d beast in their phases of combat to go forth and do glorious battle with their opponents’ faces. Battle ’em good.

One of the first articles I ever wrote for MTG Price concerned the release of new sets where people who don’t know what they’re talking about dismissively say “EDH” when they see a card they don’t understand and how taking ten minutes to learn something about EDH will help you look less like an idiot. Most people, even some finance writers, aren’t that concerned with not looking like an idiot when it comes to EDH, though, so the rest of us are stuck muddling through. Sometimes cards spike rationally, sometimes not. Sometimes someone at Wizards says the word “Werewolf” and people run out and by every copy of Mayor of Avabruck because “EDH.” Well, guys, a Werewolf Planeswalker that is a planeswalker on both sides doesn’t really help “EDH” like you may think and if people were inclined to build wolf tribal before, you wouldn’t have been able to get Mayor of Avabruck for $1.

How popular is a card like Mayor of Avabruck right now? We have a way to check.

Untitled

People are free to play Wolf tribal right now and there are  ton of killer Commander options. Ruric Thar, Bobo (either Bobo) – even a Commander like Marath so you can play Champion of the Parish if you want. No one is doing it. Compare that to the hundreds of people who were playing Starlit Sanctum before Ayli was printed. Can a Werewolf Commander make the deck popular enough that people pay real money for Mayor of Avabruck? Seems possible only because literally nothing besides Huntmaster of the Fells ($10? Jund must be hanging on by its fingernails in Modern for this to be more than $5) is expensive unless you count the stuff like Coat of Arms that goes in every tribal deck. Is there any money to be made even on foils? I don’t know. Instead of trying to predict the future and hope we get a Werewolf Legend either as a creature that flips into a Planeswalker (doubtful) or a separate red and green Legendary Werewolf, let’s look at how popular a commander needs to be to move the needle at all.

Tribeshead Revisited

Per EDHREC, Ayli is the fourth-most-popular Commander this month but is only the 19th most popular this week. It’s cooling off a bit but it’s still bringing some heat. People are going to forget about commanders like Ayli and Tazri for a minute if we get some sweet new wolf Legend to build around so we may be seeing the peak of price influence from Ayli. What prices has she influenced? Bear in mind, BW cleric cards are much older than RG werewolf cards and therefore more scarce and easier to spike with more price upside. You can have some dude open up a drawer and pull out 1,000 copies of Wolfbitten Captive that he collected as a joke – that’s less likely for Rotlung Reanimator or Edgewalker. So if Ayli can’t do anything, it’s even less likely the theoretical wolf guy can do it unless this wolf is somehow orders of magnitude more popular than the fourth most popular general this month.

Prima Facie, things don’t look too promising for Ayli. First of all, despite her being a tribal cleric in the right colors, it’s seemingly more tempting to build her as a generic WB reanimator/lifegain deck. The only cleric that shows up in her “signature cards” or “top cards” section on EDHREC is Edgewalker which saw a dramatic price increase from $0.40 to $0.40 in the last month. Even foil Edgewalkers are down from their historical high to its current $1.79 on Card Kingdom. The only real winner is foil Starlit Sanctum.

Untitled

This could have as easily been predicated on my article as anything else since there were so few copies, but at least the new price of $6.50 seems to be holding. No matter how you build the Ayli deck, this can do work in it wheres goofy tribal clerics like Master Healer only work in a specific configuration, one that seems to be a little less popular than the “Win with Felidar Sovereign” type of deck.

Foils are the only real gainers here, and this is with a popular deck being built by a ton of people. Ayli was a very interesting case study because we got to see exactly what a popular commander relevant to a bunch of very old tribal cards could do to prices. The answer? It reduced inventory numbers a bit but not enough to move the needle on prices. And we can see that a ton of Ayli decks are being uploaded to EDHREC.

Measuring Our Measuring Stick

Now, is EDHREC the most accurate possible measurement for the proportion of decks being built? Eh. Possibly. My using it as a metric for popularity is built upon a premise, one that could be true and could not.

My assumption is that a small percentage of the decks built by people are uploaded to sites like deckbox and counted by EDHREC. This is not a problem because we’re assuming that if 20% of all decks or whatever are uploaded and 1% of those decks are Ayli decks, the proportion will be the same meaning Ayli is 1% of 20% of all decks, but it’s likely 1% of all decks since you can extrapolate the total decks being built from a representative enough sample.

There is a possibility that we have a bit of a blindspot. What if the only kind of  person casual enough to build an Ayli tribal clerics decks is the only kind of person casual enough to upload their deck to deckbox? What if every Ayli deck ever built is uploaded and while it’s 1% of the decks on EDHREC, it’s like a hundredth of 1% of all decks built, skewing our results?

That’s possible but that’s also unknowable and with the wide array of sources being polled for EDHREC data, I’m going to call these percentages representative of EDH as a whole until such time as we can prove they’re not.

That being the case, what do the prices of cards in the Ayli deck tell us about what we can expect from werewolves?

Problems Summarized

First of all, there is no real wolf land. Kessig Wolf-Run doesn’t count and its fate certainly isn’t tied to the fate of a potential RG werewolf Legend. Cavern of Souls and other tribal lands don’t have much more upside either since the land isn’t specific to wolves and therefore their prices will respond to overall trends in tribal decks, especially in other formats. If there were a tribal wolf land from the first time around, only the foils would likely be affected and only if the number of copies available on retail sites were pretty low. Starlit Sanctum saw some upside but only in foil and wolves doesn’t even have that.

Secondly, the cards are too recent. We have millions of copies of werewolf rares sitting around in dollar boxes not being bought. If you decided to make a werewolf tribal deck, it would be lousy with cards like Daybreak Ranger and Instigator Gang and with the exception of Daybreak Ranger, thousands of copies of which are still in Brian Kibler’s box of shame, copies are everywhere, even for foils. While an all-foil werewolf tribal deck would be fun to put together (until you see how much foil Coat of Arms costs) it wouldn’t get put together often enough to drive prices.

Thirdly, if the werewolf deck is just as popular as Ayli, prices still couldn’t move for all of the above reasons. The werewolf deck would need to be far more popular than Ayli which seems unlikely unless the werewolf has a sweet effect outside of being the relevant tribe the way Ayli does and would need to be built more than Ayli to make up for the recency of the cards. It’s hard to be more popular than the fourth-most-popular deck last month and with Commander 2016 and Conspiracy 2 promising new Commanders, Shadows and Moon commanders will have a smaller window to make an impact before people want to build something more exciting.

Conclusion

I was going to make this article about how to use the most-built decks on EDHREC to determine which cards could surge and completely got lost and went off on a tangent. I’m glad I did, because I want to urge caution in the face of the enthusiasm I have seen for cards with even less of a case than cards in the Ayli deck. Predicting foil Mayor will go up because you bought a bunch of copies doesn’t count as a win unless you can sell the cards for more later and Ayli cards show that’s not as likely as we might think.

I may write the article I was trying to write next week. If I do, I’ll call it “Popularity II (Many Miles Away)” because sometimes the titles just write themselves. Don’t miss it.

 

MTG Fast Finance: Episode 7

by Travis Allen (@wizardbumpin) & James Chillcott (@mtgcritic)

MTG Fast Finance is a weekly podcast that tries to break down the flurry of financial activity in the world of Magic: The Gathering into a fast, fun and useful thirty minute format. Follow along with our seasoned hosts as they walk you through this week’s big price movements, their picks of the week, metagame analysis and a rotating weekly topic.

Show Notes: Feb 26th

Segment 1: Top Movers of the Week

Chandra, Flamecaller (Oath of the Gatewatch)
Start: $9.00
Finish: $19.00
Gain: +$10.00 (+111%)

Petrified Field (Odyssey)
Start: $4.5.00
Finish: $12.25
Gain: +$7.75 (+172%)

Hall of the Bandit Lord (Foil) (Champions of Kamigawa)
Start: $33.00
Finish: $100.00
Gain: +$67.00 (+200%)

Thorn of Amethyst (Both) (Lorwyn)
Start: $4.00
Finish: $15.00
Gain: +$11.00 (+275%)

Peacekeeper (Weatherlight)
Start: $3.00
Finish: $13.00
Gain: +$10.00 (+333%)

Shatterstorm (10th Edition)
Start: $32.00
Finish: $200.00
Gain: +$168.00 (+525%)

Oubliette (Arabian Nights)
Start: $15.00
Finish: $100.00
Gain: +$85.00 (+566%)

Brindle Shoat (Planechase)
Start: $0.50
Finish: $4.00
Gain: +$3.50 (+700%)

Segment 2: Cards to Watch

James Picks:

  1. Shambling Vents Foil, Battle for Zendikar, Confidence Level 7: $10 to $20+ (+100%, 6-12+ months)
  2. Assorted Battle for Zendikar Mythics, Confidence Level 6: $2 to $8 (+60%, 6-12+ months)
  3. Sanctum of Ugin, Battle for Zendikar, Confidence Level 7: $1 to $5 (400%, 12+ months)

Travis Picks:

  1. Kozilek, the Great Distortion, Oath of the Gatewatch, Confidence Level 9: $7 to $15 (+115%, 0-12+ months)
  2. Oath of the Gatewatch product, Confidence Level 6: $80 to $120 (+50%, 6-12 months)

Disclosure: Travis and James may own speculative copies of the above cards.

Segment 3: Metagame Week in Review

Even Legacy isn’t immune to the Eldrazi menace. Two copies made it into the top eight of SCG Philadelphia, alongside three Delver decks. What’s this event tell us about Legacy, Eldrazi, and the Reserve List?

Segment 4: Topic of the Week – MTGO 101

James manages a portfolio of roughly 10,000 tickets on MTGO. Travis takes some time to ask him basic questions about basic MTGO investing principles, the difference between online and paper, and where to look for profits.

James Chillcott is the CEO of ShelfLife.net, The Future of Collecting, Senior Partner at Advoca, a designer, adventurer, toy fanatic and an avid Magic player and collector since 1994.