Unlocked Pro Trader: Redundancy Versus Obsolescence

Readers!

We talk about reprint risk a lot but today, I want to talk about the opposite of reprint risk and how a category of cards that keeps making itself obsolete is not only sheltered from reprints, but also benefits from the need to redundancy. Today, we study cards that beg for new and improved copies of themselves that are also cards that are new and improved copies of something else. That sentence will make sense later, I hope.

What?

OK, so you know how one of the earliest things Blue knew how to do was pretend to be something else?

Vesuvan Do.. | LEA: $1259.99

It was a good effect, and a very blue one. Being able to copy their best creature and thus neutralize it, copy your own best creature and thus double it and generally get a ton of value from a card that had a lot of utility in a color that wasn’t exactly known for having efficient creatures was popular early. Doppelganger and Clone both became popular cards and for years, Clone was reprinted into absolute oblivion. Doppelganger was left alone, mostly, but Clone lived on as the de facto, well, Clone effect. Eventually, WotC realized it was a fun design space and started sexying up the clones a bit with new effects, broader ranges of targets and better names than “Clone”.

The question is, if Clone had 0 reprints after, say, Unlimited, would its price be higher because of scarcity or lower due to being obsolete? I realize it’s an unfair question, but the question itself isn’t that important, it’s how I’m framing the rest of the article. We should be thinking about how a format like EDH with 100 cards that are 1-of effects is so profoundly different from a format with 60 cards that are 4-of effects that being “the best” Clone effect doesn’t matter, and being “the worst” doesn’t even matter some of the time. Sometimes you want to do your best Ash Ketchum impression and leave home 10 at to go engage in a bunch of what is basically legal dogfighting with no parental supervision catch ’em all.

Sakahsima is very popular right now and while there are a lot of decks pairing Sakashima with other creatures to amplify those effects (Krarkashima is blowing a lot of other decks completely out of the water, which has been a nice surprise and is why I didn’t try to guess which combinations would be the most played because I would have guessed wrong) people are also going mono-Blue Sakashima. Why? To load up on Clones, baby! And why not?

If you have enough clone effects, you can copy the same creature with a powerful (or hell, even a weak) ETB effect every turn and make opponents feel a sense of deja vu that ends with their death. It’s a silly deck but people like it and if people like it, they’re going to buy the cards.

If the deck needs basically all of the good clone effects, it doesn’t matter which is the best or worst, but merely how many the deck has room for. Since Clone effects, for whatever reason, are cards they’d rather redesign than reprint, the reprint risk on them is very low, making them appealing targets, and the fact that a deck can come along and make swaths of them relevant again all at once and could do so again in the future, makes them also appealing targets. Let’s look at the Sakashima page on the ‘Rec and try to find some good ‘uns.

The harder-to-get and less-printed ones have already begun to tip. The thing about Commander 2015 is that after everyone grabbed the one obvious card out of the deck, they sort of stopped caring about everything else and a lot of those cards started to pick up steam in EDH. Everyone was so focused on Containment Priest and Teferi that they didn’t realize that a lot of the decks have $3 cards in them. A lot of $3 cards. A lot of the Black deck has these 7 mana spells that most players didn’t even read that are pretty powerful effects in EDH. Gigantoplasm is still gettable for $2 on sites that didn’t get the memo and it’s unlikely the card ever gets printed again. It’s not flashy like Clever Impersonator, but there is something to be said for not being Clever Impersonator and therefore not getting reprinted. I like these at $2 and I don’t even hate them at $4.

So what will it take to push a card like Cryptoplasm out of bulk rare territory?

It seems like, with a similar amount of play for both cards, we’re waiting on supply to dry up. There are simply more copies of a bulk rare from a regular set than a card from a Commander deck. The demand for the Blue deck didn’t really materialize until it was far too late to print more – Teferi decks became a cEDH staple, Cyclonic Rift hit $20 and climbed more and we don’t need a third thing, two things is enough when those two things are the two things, but you were expecting a third thing.

So if Cryptoplasm doesn’t get there, are there cards that can?

Are we better off waiting for a card we know will recover to do that, buying when we know we’re at the absolute floor because the price has rebounded ever so slightly and the set it’s in was 10 products and 2 months ago?

Do we buy on the basis of a huge price disparity between two sites because we know that Card Kingdom slings a lot of EDH product, we’re not likely to get a reprint soon, the card sees play in a lot of formats because it’s not just a big, durdly, 4-mana clone?

Do we buy somewhere between the floor and ceiling because we know there are additional factors that make a card difficult (but not impossible) to reprint and we know once it goes out of print the price will go up?

It’s hard to know exactly what to do when we see data like this. Personally, I think if we were going to target a card like Gigantoplasm, the time to do so would have been before it started to get bought up a bit, buying in at the floor. A card that is a bad version of a good card and therefore obsolete can lay dormant for years, waiting for the deck to need enough redundant copies of the effect to spike it up and when that happens, the price spikes hard. You want to be the one selling into that first wave because a second spike isn’t guaranteed for a card with medium demand and 0 supply the way it is for a card with high, sustained demand and medium supply in two waves.

I don’t know if I like any of these Clones other than Gigantoplasm which appears to have some room to grow and some supply at the old price, Phantasmal Image which has grown a lot but isn’t done and Spark Double which has additional utility but less reprint risk. You don’t HAVE to target any of these, really. But what we can do is use this case as a lesson because while tribal cards are obvious when a new tribe is announced, you’re not always the one holding Louvisa Coldeyes, sometimes you’re the one trying to buy Bitterblossom because WotC announced a fairy tale set and you stopped listening when you heard the word “fairy.” “Clone tribal” turned out to be a thing, if you apply a very loose definition of what tribal decks are. But hear me out – the people applying the same loose definition of what cards should be grouped together in a deck the way players are going to are the ones who will be prepared for the next thing that is a little less obvious than “they spoiled a Minotaur, you know what to didgeridoo about it.” Until next time.

The Watchtower 12/21/20 – It’s Snowing On Kaldheim

It’s long been theorised that Kaldheim will be a snowy plane (and I don’t just mean snowy, I mean snowy), given that it’s set inspired by Norse mythology and the Nordic landscapes, where it does tend to be a little chilly – especially around this time of the year. A couple of weeks ago we saw leaks from the Commander decks for the set, and it was incorrectly ‘spotted’ that one of the cards had a Snow mana symbol on it. Now that we’ve had the official preview for Rana the Ever-Watchful we’ve seen that it isn’t actually a Snow mana symbol – but that doesn’t mean that Snow won’t be in the set. If we take a look at the most recent updates to The List, it’s clear that we’ll be getting more Snow cards, with things like Into the North and Scrying Sheets being added.

As well as the Snow theme, it looks like we’re getting some more tribal synergies going with Dwarves and Giants abound – so where does that land us?


Ice-Fang Coatl (Foil)

Price today: $30
Possible price: $60

Ice-Fang Coatl has pretty much been a staple in Modern and Legacy since its debut in Modern Horizons back in the summer last year (gosh that seems like forever ago), and along with the gone-but-not-forgotten Arcum’s Astrolabe it effectively forced the majority of Modern players to start playing with Snow basic lands. With Kaldheim just around the corner we’re almost sure to be getting some more Snow cards to play with, which will drive demand for Snow cards that are already prevalent in eternal formats.

Ice-Fang foils hit a high of around $50 a few months ago, and since then – most likely due to a lack of paper demand for cards – we’ve seen it drop back down to around $30 again, but supply is still on the low side. There are 27 listings on TCGPlayer with a few copies around $30 but the rest form a nice ramp up towards $60. Ice-Fang has just been added to The List for printing in Set Boosters, but that (1) is a tiny number of cards in reality, and (2) doesn’t include foils anyway.

Now there are two sides to this coin – although I’m fairly sure most coins have at least two sides so I guess that’s a silly turn of phrase anyway – but I think we could see this go either of two ways. If we get some exciting Snow cards in Kaldheim that look like they could break into Modern, then I’m sure that people will hop aboard the hype train and start to snap up cards like Ice-Fang Coatl that seem like they’ll do well in the format. That would give you an earlier out for these. Otherwise, as paper play starts to return around the world (hopefully sooner rather than later), people are going to need Ice-Fangs for their Modern decks regardless, as I think it’s going to remain a staple of the format whatever happens – that’s a slightly longer horizon but the foils are fairly well drained already and it won’t take much to bump the card up in price.

Cavern of Souls (ZNR Expedition Foil)

Price today: $80
Possible price: $130

Another card that has just been added to The List is Cavern of Souls, and that along with a new Dwarven Lord and a new Elven Lord coming to us from Kaldheim previews signifies more tribal synergies to come with the new set. Cavern of Souls has seen a wide degree of variation in its competitive play over the years, depending on how good certain tribes are at different points. Merfolk had its day in Modern, Elves is still around here and there and Eldrazi has always been playing the card, with the current use mostly being a one or two-of in Heliod Company and Amulet Titan decks.

Over on the EDH side of things it’s a popular card in any and all tribal strategies, clocking in at over 22,000 decks registered on EDHREC. Albeit a higher price barrier than a lot of EDH cards, it’s still a favourite amongst players, and with a few different versions to choose from now it’s worth taking a look at the latest one. In terms of premium copies, the main contenders are the original Avacyn Restored foil, the Ultimate Masters Box Topper and now the Zendikar Rising Expedition foil. Although I’m not a huge fan of the ZNR Expedition frames in general, I think it actually works really well on a few of the cards, this being one of them.

Things get really interesting when we take a look at price. Avacyn Restored foils are around $120 and UMA Box Toppers start at $180, but the newest ZNR Expeditions are only $80 – and arguably with the best art yet. That’s mostly down to personal preference but I think I’m definitely safe in saying that it’s a stunner; ethereal rays of light penetrating the gloomy cavern. As supply from ZNR Collector Boosters starts to drain out, $80 won’t hold for much longer – that’s currently $10 than even the regular UMA foils. Give it 12 months or so and I can see these heading towards $120-130, so if you want personal copies or specs I’d grab them now.

Embercleave (FEA)

Price in Europe: €45 ($55)
Price in US: $75
Possible price: $100

With the return of Dwarves in Kaldheim we’re also seeing a bump in the number of equipment cards and synergies that we’re getting in the set. Now, Embercleave has been more of a Standard and Historic card than anything else but it does also show up here and there in Pioneer and Modern, as well as being in a little over 5000 EDH decks listed on EDHREC. That’s not a huge amount of demand, but aside from this being an immediate arbitrage win, the key here is that supply is very low. With only 14 FEA listings on TCGPlayer (and only 16 total copies), the ramp from $75 up towards $100 won’t be a very difficult one for the card to climb before too long.

You can pick these up in Europe for around €45 ($55), which is a win straight away if you’re moving them over to the US for sale. If you prefer to wait a little longer, the only way is up for this card, and so especially with more equipment synergies coming to us from Kaldheim I don’t think you can go wrong with it at all.


David Sharman (@accidentprune on Twitter) has been playing Magic since 2013, dabbling in almost all formats but with a main focus on Modern, EDH and Pioneer. Based in the UK and a new writer for MTGPrice in 2020, he’s an active MTG finance speculator specialising in cross-border arbitrage.

The Twist on The List

So this week we had an update about The List. In total, 48 new cards were added and the same number taken out. The List has been in effect for all of Zendikar Rising, as something that could occur in 25% of Set Boosters, not Draft Boosters. I went over a lot of this information in September, with some data that seemed relevant.

Now that The List has been out for three months, and we’re seeing an update to it, it’s time to look at what’s changed and what the new additions should expect, price-wise.

First of all, let’s look at the prices on The List and see what is different. Sometimes, there can be a huge price gap between the copies with the little planeswalker symbol and those without. That’s very true with Mystery Booster and it’s held up in this setting too.

Some of the biggest price gaps include $7 for the full-art Imperious Perfect and $13 for Cruel Tutor, but generally speaking, the prices for The List and the non-List copies are about the same.

Weirdly, there’s a Krark’s Thumb from Mirrodin for $15 on TCG but The List versions are $24+. Have fun, early readers! Also of note: foil Panharmonicons are available on TCG for under $15, which is $10 less than it was just a few months ago.

So if The List copies are about the same price as the regular copies, have those prices fallen as a result of The List copies being around for the last three months? This is a little trickier to parse, as we’re looking for things that otherwise have the same frame, are nonfoil, and haven’t had a reprint lately.

Land Tax, for instance, was in Double Masters and that’s (presumably) had a much bigger effect on the price of the card: 

Let’s start with a card that was already under some pressure downwards, as no one is able to play Modern in person right now: Wrenn and Six.

If there were significant copies entering circulation, this graph ought to show some movement these past three months. Even a little trend towards being cheaper would help make the case for The List, but that doesn’t seem to be true at all. In fact, I’m surprised that the price is this stable, given the lack of paper tournaments that it’s played in. The card is present in enough decks online to warrant its price, but steady for the last six months? Commander uses it, but not enough to account for the expected dip.

That particular Constructed card didn’t show any movement due to The List, so let’s try a card that had only one printing before its inclusion, is a very niche Commander card, and already had a high price. Normally, reprinting such a card would torpedo the value, but is that what happened to Thrumming Stone?

It’s stayed flat as well. This is a rare from one of the shortest-printed sets in modern times, but a card that’s popular enough to get to nearly $40. It’s not a card that is easy to build around, finding a home in Relentless Rats/Persistent Petitioners type decks where one casting gets you a ton of copies.

If Wrenn and Six’s price staying flat put my eyebrows up, this one shoots them right off my head. Even a small number of copies entering the market should have lowered this price, but there we have the numbers. The two versions are priced about the same as well, there’s no shenanigans about The List versions dropping and regular ones staying where they are.

I went through most of The List and couldn’t find examples of NM copies lowering in price significantly these past three months. I found a couple of cases where the market price had lowered by a few dollars, but that wasn’t reflected in current inventory on TCG or eBay. I feel pretty safe saying that the quantities of cards released so far haven’t impacted card prices heavily. Are there a few with odd things going on? Most definitely, but I like looking for overall trends. In this case, if a card is announced to be on The List, or added to that group, I’m not going to panic-sell or FOMO-buy. 

There is an additional element going forward, something that promises to be true for the next few months: Set Boosters are outselling Draft Boosters at a steady pace. For a generation, the largest printings have been the regular boosters (now referred to as Draft Boosters) but for Kaldheim and presumably a set or two after that, local stores in North America are too impacted by the coronavirus to open and do business as usual.

Stores outside NA might be able to hold drafts as they did in 2019, but the focus is still on an area heavily impacted, and that impact has months to go before the vaccines can help. Right now, rumors are that distributors and vendors are getting a much higher allocation of Set Booster boxes than Draft Booster boxes, which makes sense if boxes are getting bought by individuals for cracking and not stores for drafting.

The Commander community has been focused on Extended Art and special frames, but the shift in production and distribution towards Collector Boosters and Set Boosters will also have an effect on cards. I can’t say that The List will have a greater effect as of Kaldheim than it did after Zendikar Rising, I’m comfortable staying with my position that The List is mostly stabilizing prices, instead of causing a drop in prices.

Cliff (@WordOfCommander) has been writing for MTGPrice since 2013, and is an eager Commander player, Draft enthusiast, and Cube fanatic. A high school science teacher by day, he’s also the official substitute teacher of the MTG Fast Finance podcast. If you’re ever at a GP and you see a giant flashing ‘CUBE DRAFT’ sign, go over, say hi, and be ready to draft.

Unlocked Pro Trader: Based Speculation

We have done some baseless, semi-baseless and mostly baseless speculation on this column. Not everyone knows this, but in my day, I’ve even done some quiet speculation. I have largely gotten away from the uncertain where I can, preferring to look at solid data from EDHREC and base my picks on what people are actually playing rather than what I think they’ll play. Today, I am going to do a bit of a hybrid approach because I think what people are going to play soon will be very similar to something played already and I’m going to see if I can figure it out weeks before anyone brews a single deck.

My Thoughts On Leaks

Leaks suck. If you leak cards, I hope you get a splinter under your fingernail every day. I hope WotC sues you and turns your house into a camp where arsonists learn to paint minifigs and one of them burns it down with all of your stuff inside. Leaks are like telling a child Santa isn’t real, except in this scenario, Wizards of the Coast contacted me ahead of time and told me it was cool if I told everyone Santa wasn’t real and I worked for like 10 hours on a video about it and then you just blurted it out a week before I was allowed to post my video… ish. Like, in this scenario, I’d be a monster because I was about to tell everyone Santa wasn’t real… OK, this metaphor is off the rails. The point is, leakers are a combination of people who tell children Santa isn’t real but also someone who shouts out the punchline to a joke before a comic delivers it. Yeah, great, you’ve heard this one before, but the reason I’m telling the joke and not you is that I have something called

My Thoughts On Leaks Continued

timing.

That said, if the leaks are out, they’re out. I make lots of different kinds of content for a lot of different websites and they all have different philosophies about how to handle leaks. From a finance perspective, other people are acting on this information and we should, too. We’d be doing our readers a disservice if we didn’t provide the same analysis the competitors are providing. We can’t put the toothpaste back in the tube, so let’s look at the cards that leaked, namely the two face cards from the Commander decks.

Lathril, Blade of the Elves 2BG

Legendary Creature – Elf Noble

Menace

Whenever Lathril, Blade of the Elves deals combat damage to a player, create that many 1/1 green Elf Warrior creature tokens

T, tap 10 untapped Elves you control: Each opponent loses 10 life and you gain 10 life

2/3

Lathril is kind of spicy – having a win con in the command zone is useful. I played a different GB elf deck and it was tough to kill them without Craterhoof – I often found myself resorting to using Jarad (I went with Jarad) or Shaman of the Pack to kill them. I miss my Nath of the Gilt Leaf deck, but it gets to live on this week as the inspiration for basically the exact deck everyone is going to build around Lathril. It may have fewer discard effects, but it doesn’t have to considering Nath goes in the 99 and Discard effects are good.

This will be a bit of a Voltron deck as well, and I can tell you the kinds of cards people will likely include in a deck that wants to hit hard and will have lots of tokens.

This goes in the deck, but is it good? I don’t know. It’s crept up a bit from its floor of about $0.50 on CK but it’s not quite at the $3 it was flirting with, either. It might take more than Lathril to make this the $5 you’d want it to be if you’re buying in around $1.50, but you can make money here, albeit not easy money.

There is a heavy Discard component to Nath, so if we want to play this safe, we should ignore than stuff since it’s not guaranteed to be in Lathril. Instead, we can focus on on the common cards between the two likely decks.

You know how I feel about foils, but there are so many non-foil copies of this bulk card that the foils may be targeted. Again, I don’t personally like the foils of EDH cards but some people do, and you may just out these to greater fools if you sell online. I think this card and Pennon Blade deserve a look.

Unfortunately for Pennon Blade, it was just in Commander Legends and foils of this are everywhere due to the Collector Boosters. I think this cad is cooked, which is too bad because foils were flirting with $2 but most people had these in their foil bulk, which is almost always unsorted, meaning the market would be slow to replace the copies bought quickly. There’s no money here; thanks Commander Legends.

On the other hand, here’s a card with 2 foil printings (Legions and Eternal Masters) and whose foil flirted with $9 already. I like this for $4 if CK was getting $9 for these earlier, irrespective of if Lathril can replicate the demand that led to that earlier spike (it can’t).

Card Kingdom selling out of a card only played in EDH makes my speculator sense tingle. This won’t be $4 when CK restocks, which means it’s pretty likely their new buy price will be above what you can get these for on other sites right now. It won’t be enough to bother arbitraging, but it will be enough that the TCG Player price likely goes up to approach the new CK price, which means you profit.

One thing I will say for foils is that it insulates them from potentially being reprinted in the same deck that’s giving us Lathril, something I can’t say for non-foils. If they’re obvious enough for us to know to speculate on them, they’re obvious enough to go in the deck.

Let’s look at the other one.

Ranar the Ever-Watchful – 2WU

Legendary Creature – Spirit Warrior

Flying, vigilance The first card you foretell each turn costs Snow to foretell. Whenever you exile one or more cards from your hand, and/or permanents from the battlefield, create a 1/1 white Spirit creature token with flying.

I don’t know what the foretell ability is all about, but we can look at the rest of the deck and assume foretell is going to be fairly easy to pull off, otherwise there wouldn’t be much point putting it in a commander deck that’s likely to have some reprints.

That said, this is a blink deck that gives us value when we blink, and just like looking at Nath helped us with Latrhil, Brago can help us here. Also, don’t forget that it triggers when you exile their stuff. This could be fun.

This hit $4 once, it can do it again. If you can get these for half of that on TCG Player, I don’t hate it. Interlude and Ghostway are both in play, but I worry about them going in the deck, especially Interlude.

As much as the non-foil price is tanking a bit, CK has been sold out of the foil for a minute. I think paying $4 for the foil elsewhere for a card with (I think) high reprint risk when the non-foil was $4 on CK a while back is a good plan.

Wave and Tide are pretty old tech, but the more time that passes between today and the date Nemesis was released (February 2000), the more the trend in the price is upward. I think these will grow unbidden and a helping hand from people taking a second look at Brago tech next January will give these even more of a boost. I wouldn’t be surprised if this hits $10 for a bit.

Remember, Ranar says when you exile a permanent from the battlefield, not when you exile a creature of your own from your side of the battlefield, so this is even nastier than it was in Brago because you get value. You’ll want to blink this before the counters all fall off. They’ll get their lands back but you can rebuy a bunch of token creation. You can opt for the $15 foil, too, if you want.

That does it for me this week. I think that when we get a bit more info about the rest of the deck and what foretell is (I have to assume it involves exiling a card from your hand) w’ell know more. Until then, stay safe and if you must buy foils, remind yourself that we’re all making do in pandemic times. Until next time!

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