The Watchtower 10/29/18 for ProTraders – Plan Your Specs

By: Travis Allen
@wizardbumpin


Don’t miss this week’s installment of the MTG Fast Finance podcast, an on-topic, no-nonsense tour through the week’s most important changes in the Magic economy.


Triple Primeval Titan decks in the top three of the Modern Open, eh? Modern is all over the place at the moment. Which is a good thing, to be clear. Lots of fun looking decks, plenty of variety, and no sense that the format is stifled by an overpowered strategy. I’m jealous of the people that get to sit down and play it on a weekly basis.

Arclight Phoenix, the latest talk of the town, had a reasonably successful weekend. Its best place in Modern was 30th, in a list similar to what we’ve seen already. Phoenix fared better in Standard, cracking the top 8 in both America and Europe. You can get $21 for your copies right now, and I wouldn’t wait any longer to sell. What price could you possibly hope to sell out at? You likely paid $2 to $3 each, so get while the gettin’s good.

Patron of the Vein

Price Today: $2
Possible Price: $8

Twilight never lost popularity with Magic players, it would seem. Edgar Markov, a vampire that farts out vampires, has been a top weekly and monthly commander for quite some time. He hasn’t cracked the “all time” rankings yet, but I suspect he will by the end of the month. And while what feels like half of the cards in that deck are in the precon, and the other half were printed within the last year, there’s still some opportunities if you look closely.

Patron of the Vein is one of those precon cards. He’s the most popular though — no other new card introduced in that precon is more popular than Patron. About 80% of Edgar decks use Patron, which is about as high as those numbers typically get. Of course, on the flip side, that also means that about 20% of Patron’s use is in other strategies. Presumably vampire strategies. Overall, if you’re playing a vampire-focused deck, you’re very likely to be in the market for Patron. Our takeaway then is that virtually every person building Edgar is going to be tracking one of these down, and anyone else building a vampire deck will too. But there’s only one of these for every Edgar Markov that exists, so a tension exists there. That’s the tension that will push Patron’s price higher.

You can score copies in the $1 to $2 range today, depending on quantity and shipping. While there’s more than a handful available, there aren’t a lot. And as new Edgar decks spring up every week — which we’ve been seeing happen for months — people will continue to snag those copies one or two at a time. Before long Patron will have crept up to $8 on the back of dwindling supply, and nobody will really notice or care, except those that had picked up a pile at $2.

Whir of Invention (Foil)

Price Today: $7.50
Possible Price: $20

If you scrolled down far enough to see the Arclight Phoenix deck in the Modern Open, you would have passed the “Grixis Whir” list. It’s sort of a Lantern deck, except instead of emptying its hand in order to raise the Ensnaring Bridge, it finds Bottled Cloister, a fun four-mana artifact from Ravnica that removes your own hand from the game during an opponent’s turn that then draws you a bonus card on your turn. Typically the whole “no hand on your opponent’s turn” thing is a drawback, but with Ensnaring Bridge in play, it’s not too shabby.

Cloister is amusing for sure, but for sure the meat here is Whir of Invention. This build uses all sorts of silver bullets, from Damping Sphere to Grafdigger’s Cage, and in addition, as with most decks of this stripe, there’s only a single copy of the various win conditions. (Loop Ipnu Rivulet with Crucible of Worlds to mill your opponent.) Finding that Crucible is another of Whir’s various duties.

This is hardly a format-shaking performance. One copy in 26th place isn’t sending the hordes to start whirring themselves at FNM. It is, however, a perfectly good proof of concept that demonstrates that Whir of Invention really can be played like the blue Chord of Calling, a card with a long and irrefutable legacy in Modern. If it isn’t this Bottled Cloister/Ipnu Rivulet build, it will be some other list that twists Whir to great effect. Of course, it’s also in 6,000 EDH decks too.

Foils at $7.50 aren’t dirt cheap, though I don’t think that matters. It’s growing rapidly in EDH, and is making a real go of it in Modern. I expect we’ll find these between $20 to $30 relatively soon.

Cryptolith Rite (Foil)

Price Today: $10
Possible Price: $20

I’ve absolutely talked about Cryptolith Rite foils before, so I won’t go on and on about it. It’s a legit card, and I like it as much at $10 as whatever it was when I wrote about it a few months ago. 11,000 EDH decks, including as a staple in one of the top weekly and monthly decks, Narjeela, is no joke. Add that it should be in so many decks — Sidisi, Brood Tyrant chief among them — and you’ve got a recipe for a card that is going to end up in short supply.

There are still foils available for $10, and I definitely still like them at that price. Getting them at $5 or $7 or whatever it was before was absolutely correct, and it’s still correct at $10. There’s fewer than 30 under $15 on TCGPlayer, and a single $15 copy at SCG. Make sure you’ve got a few before the inevitable jump.


Travis Allen has  been playing Magic: The Gathering since 1994, mostly in upstate New York. Ever since his first FNM he’s been trying to make playing Magic cheaper, and he first brought his perspective to MTGPrice in 2012. You can find his articles there weekly, as well as on the podcast MTG Fast Finance.


 

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Brainstorm Brewery #310 Gavin Verhey, Architect of Sets

 

Corbin’s (@CHosler88), DJ (@Rose0fThorns) and Jason (@jasonEalt) have on a very special guest, Senior Game Designer and Writer at Wizards of the Coast, Gavin Verhey (@GavinVerhey) to talk about all things magic and get a good look behind the R&D curtain.

Make sure to check us out on Youtube for hidden easter eggs and facial reactions  https://www.youtube.com/user/BrainstormBrewery

  • John Fishmen

  • This is Halloween

  • Naughty or Nice

  • Commander Design

  • The Flaws of C18

  • Salty Corbin

  • Bye bye Ban List; Hello Hall of Fame

  • Just Wait ‘Em Out Gavin.

  • Commander Lands

  • Cycles

  • Commander’s Arsenal

  • Deep Spawning Christmas Gifts

  • Doctor Who Masters Sets – Confirmed!

  • GuildMaster Set

  • Searching vs Look at the Top X cards

  • Fetches

  • Brawling with the Future

  • Over Extended

  • What’s Your Endgame

  • Retail Development Team

  • Send us your emails!

  • Support our Patreon!

Need to contact us? Hit up BrainstormBrew@gmail.com

Five more to come!

I have to admit, I love where Standard is at right now. Nothing is overwhelming, there’s something like five decks I’d play if I was going to a FNM event or a PTQ, and I like tuning into coverage of Standard, whereas five weeks ago I would have rather swallowed a sea urchin.

One thing I know: We’re not done innovating Standard, and there’s a key set of things coming: Ravnica Allegiance and the other five guilds. I’ve got some ideas on what that means for our wallets and trade binders.

What I’m talking about are the lands, especially. We’re about to have all ten shocks and all ten checklands together. It’s going to be an era of deliciously greedy decks, splashing all over the place.

It’s going to be that way for nine months, too, until Ixalan block and Dominaria rotate in Sept/Oct of 2019.

So here’s my hot take: I would advocate picking up Glacial Fortress, Rootbound Crag, Hinterland Harbor, Isolated Chapel, and Dragonskull Summit now, before the rush.

Some of these are already on the uptake, and it’s the distinction between buying now at $5-$7 and buying in two months for $10.

I know you don’t believe me fully, so let’s look at some of the reasons why I’m potentially wrong.

#1: Supply on allied checklands is extensive.

You’re right: The checklands are some of the most-frequently-printed cards in the modern era. They were debuted in Magic 2010, and then reprinted in 2011. And in M12. Plus Magic 2013, and then nothing till they were in Ixalan last year.

You know what happened to those four years of printings? They got absorbed, in large part by the casual market and the Commander crowd. That’s a lot of copies which aren’t going to be broken free. Yes, there’s a lot out there, but there’s also a lot of decks soaking up that supply.

Here’s the graph on the Ixalan version:

I liked the original art better, but that’s me.

It’s gone up by about $1 since being printed. It didn’t even dip at first, as you might expect. It’s just been a steady riser. It’s not going to rise indefinitely–I suspect that rotation will hit this like a ton of bricks–but the Standard demand is really pushing this card.

It’s a pushed price before its favorite guild and best land are printed! I’m going to blame Teferi, Hero of Dominaria for that.

An aside: I think Teferi will hit $70 around Valentine’s Day, and I’d be speculating on him with glee, except that the timeframe for profit is pretty narrow if I’m buying right now at $50. At +$20, the fees put my profit at about $10 per copy if I’m selling on my own. Buylisting won’t be much profit either, he’d have to hit $80 for even the credit bonuses to be worth it. If you think you might be playing Teferi once we’ve got Azorius out, I strongly urge you to buy now.

 

#2: Shocklands are just better.

Well yeah. No one is arguing that. Shocks are going to bump upwards too. Let’s look at the Return to Ravnica version of Steam Vents, while people are playing Expansion/Explosion and trying real hard to get Niv-Mizzet, Parun into their decks.

It’s super popular in Modern too!

That’s what I like to see: steady upwards progress. Yes, it’s a third printing of the shocklands, but the original was forever ago, and the RTR block shocks got soaked up by Modern and Commander demand. The thing about those formats is that people aren’t terribly willing to break up a deck’s manabase if the lands rise modestly.

I’m not predicting a big jump in the shocks that are about to be printed, but again, I’d get mine now. Jeskai control, for instance, can run the perfect 24 lands for its three colors if desired, and splash into other colors without trying very hard.

 

#3: Dominaria lands are still available cheaply.

For now they are. Sulfur Falls has already seen a recent increase, restoring most of what it lost in being reprinted:

I’ll listen if you want to argue art choices.

And now let’s bring up Woodland Cemetery.

I miss Innistrad.

Oh yeah. One printing in Innistrad, way back in 2011, and copies got soaked up over time. We’re not left with pretty much the leftover Dominaria copies, and there’s not enough given the demand. Woodland is already back at the price it had when Dominaria came out. We’ve got a fair bit of time till it rotates out, and I wouldn’t be shocked if it hit $9 or $10.

Traditionally, the year after a land is printed is the time where it’s rising, and I fully expect that to continue with these lands and this Standard.  Shocks will get played more than the checklands, but both are going to be used extensively.

The two remaining enemy lands are likely the best targets of all: Hinterland Harbor at $3 and Isolated Chapel at $4. I don’t know what mechanics and goodness we’re going to get with Simic and Orzhov, but I know people will want to play them and the cards are going to go up.

Cliff has been writing for MTGPrice for five years now, 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 (next up: Oakland in January!) and you see a giant flashing ‘CUBE DRAFT’ sign, go over, say hi, and be ready to draft.

Unlocked Pro Trader: Prepping for Peak Supply

A while back I did an article about cards from Iconic Masters that get a lot of use in EDH and which I expected to recover in price. I think it’s worth holding my own feet to the fire and taking a look at my calls to see if I am any good at this or whether there are some longer-term specs in the list of cards I called (For the record, a spec that doesn’t pan out right away isn’t a miss, it’s a “longer term spec” because you figure everything goes up eventually and why admit you’re wrong when you can just say you’re right but, you know, not yet?). The second part of this article will be attempting to do the same thing for Guilds of Ravnica cards I like as long-term holds as we approach peak supply and therefore the lowest prices.

So How Did I Do?

I am going to show the old graph and the new graph of these cards and we’ll see if the recovery we predicted is starting yet.

Since February, Austere Command has grown about 25% in price. Buylist data from TCG Player pegs the buylist price at about $2 as of today which is about flat with the graph above. Dealer confidence isn’t as high now as it was then but this card is growing and while eBay is pegged at $2.50 versus $1.99 last time, TCG Market price is $4.50 and Card Kingdom has the card at $6.50. Notable also is the fact that TCG Market price is $7 for foils, which is a very low multiplier. Historically, the multiplier is much higher for Austere Command, the 11th-most-played White card per EDHREC. At 18,000 decks, it’s going to soak up a lot of Iconic Masters supply and I would call this one a win. If you bought in in February, you’re seeing gains already.

This appears to have gone up by 10% on eBay over the last 8 months but trying to reconcile Strike Zone prices with eBay prices is a bit of a mess. What I can say is that in February, this was $10 on eBay and today, the TCG Player buylist price is $8.50. Strike Zone is also sold out at $10.99 – it has Mirrodin Besieged copies for $11.99 and foils for $20, which I think is attractive although this did come down after some speculation-based hype surrounding the masterpiece a while back. I think with Card Kingdom currently charging $18 on Sphinx, calling this a $20 card by net February was a tad idealistic but you absolutely made money if you bought in February.

Vorinclex is DOWN since February. That’s not entirely not to be expected. This was less a pure spec and more a hypothetical test case.

As a reminder, here is what I said in that article:

This is in half as many decks as Crypt Ghast. Here I am talking about how it’s going to recover as much or nearly as much. Why am I saying that? Don’t I forsee the demand as being half as much as that of Crypt Ghast? Why do I forsee recovery? The answer to that is in a euphemism Wizards of the Coast loves to use and how it’s not always a euphemism.

They don’t bring prices down, they “increase availability” which usually means “bring prices down” but not always. Reprints introduce more copies of a card into the market. That has the effect of lowering prices, generally, since you’re disrupting one half of the supply/demand dichotomy and therefore affecting the other. However, in the case of a card like Vorniclex that was a $30 mythic from a set you can’t buy anymore, people were priced out. People could break off $5 for a Crypt Ghast but $30 for Vorinclex was out of a lot of price ranges. A $13 Vorinclex? Now you’re talking. People who simply didn’t have access before have access now and I think that creates new demand. When a card goes below a certain price threshold, it becomes more available to people and they buy. I think Vorinclex’s price can recover even if it takes longer because when it’s cheap, it stops not being an option for some people. This is almost the same as Sphinx in every way except for number of decks it’s in so I expect it to recover less than Sphinx but I expect it to be in more decks than it used to be in a year. This is a bit more of a casual card than Sphinx so people being priced out is an actual factor. I think this could recover 75-80% of its pre-reprint value in a year or two. If that’s too long to wait, don’t worry because I have other targets.

It’s not the strongest endorsement of a spec and I was equivocating quite a bit. I was testing the hypothesis that people who never had access to Vorniclex because it was too expensive will be enfranchised now because cheaper copies mean that they can suddenly put it in decks they couldn’t afford to before so even though there was more supply, the new supply would help facilitate new demand. It’s a logical hypothesis. I just forgot one thing.

Most EDH players don’t know prices.

If they discounted Vorinclex as a potential card because they couldn’t afford it before, they’re not going to track its price. They likely have no idea it’s cheaper now and since they got along without it fine before, they can get along fine without it now, even with it being half price. I still think this can recover because it has a non-zero amount of demand and I do still think it being cheap can help some people realize their dream of being the world’s biggest douche and locking down everyone’s mana, but while I didn’t expect much growth by this point, I didn’t expect the card to still be falling in price. I don’t think this will go down much more but that doesn’t bode well for its recovery. It seems my hypothesis about uncovered demand is predicated on the assumption that EDH players will notice when a card they couldn’t afford suddenly becomes affordable and that doesn’t seem to be the case, even though the prices are listed on sites like EDHREC right on the card.

This recovered like crazy!

This is up nearly 100% in the last 8 months and the demand has expanded significantly as well! Good deal.

I’m not surprised as much as I am delighted. It seems like $2 rares are recovering better than $25 mythics and that sort of makes sense but also in a way it’s a surprise since there are more rares than mythics by quite a margin. Demon’s growth is very healthy. I’m not sure how much of that is attributable to the Shadowborn Apostle deck on Game Knights but whatever the case, demand is up 15%, price is up 100% and life is good. The best part is, February turned out not to have even been the floor so the card’s price recovered even more than 100% of its value. We’re learning about Masters sets just in time for the next one.

The Praetors aren’t recovering as well as I might have hoped. If we’re going by Ebay prices then and now, this was $9 and now it’s $14.75. Card Kingdom has it at $17. It’s recovering OK but the graph bearly bears that out, potentially owing to confounding data from sites that sold out but still got scraped by our algorithm that determines the Fair Trade price. By all accounts, this price is up as much as 30% and that should be the case given its inclusion in 19,000 decks on EDHREC. I think this was a good call and people made some money and will probably make some more.

Here’s what was reprinted in Guilds of Ravnica and how much it’s used in EDH.

I bet you wouldn’t have guessed that Prey Upon was getting played twice as much as Narcomoeba, but it’s true.

There aren’t too many non-foil plays to be made here, unfortunately, but we can talk about the elephant in the room- Chromatic Lantern.

We’re not to peak supply yet, but a Guilds Lantern is currently $3.69 Market Price on TCG Player. Other sites have them for around $5. What are the odds Lantern can be left alone long enough to hit the $8 or $9 mark it needs to hit for you to make any money?

Here’s the graph for Commander 2016 copies. Will Guilds of Ravnica give us more copies than did Commander 2016? Indubitably. The market is pretty well saturated. But Lantern is a card that is guaranteed to go back up given how ubiquitous it in EDH. You may want to set a target price and get out before a Commander set gets announced and the copies are harder to out as people wait to see if it’s getting reprinted, but a 2 year hold is very good on this card historically. We’ll see the growth rate less than it was for the Commander 2016 copies, certainly, but we’ll see growth. I think when the price bottoms out when we’re at peak supply, you can safely move in on these, and I target every one of these I see in a trade binder as a reflex.

There aren’t as many picks from reprinted Guilds cards as I might have expected so I’ll give you a couple more cards I’m watching.

With Izoni, Emmara and Trostani all in Guilds of Ravnica and all with access to this card, only Najeela decks playing this lately feels wrong. This card is actually absurd and it’s criminally underplayed. I don’t know what it will take to snap people out of their malaise, but when they notice this card, this is $5 easily. Rares from this same set that get used in EDH have been over $10 and are above this card’s current $1 after reprintings. Their demand is higher but I think once people notice this card they’ll buy in. Then again, I thought EDH players would buy Vorinclex half off and they didn’t.

It’s gone, rotated out of Standard and likely at its price floor. Currently $5.87 market price and $11 for prerelease foils, this bad boy is a cross-format allstar with significant EDH demand and with use in decks like Niv-Mizzet and other Izzet decks that got a ton of new toys, I can safely call this a $10 card waiting to happen. It’s bannably good in Brawl which is a format that isn’t as dead as everyone thinks and is likely getting some Wizards support, potentially with printings involved and if this is ever ubanned (ehhh) that’s more demand. Currently, I think this is robust enough, especially with it being a 3-of or so in Modern Storm, to call this a buy around $5. I like this card’s chances a lot.

That does it for me. I think we learned quite a bit about Masters sets and next time we’ll be ready to identify the cards and identify when the price will bottom out (it isn’t the same for every card, it would seem) and but smarter. Until then, we’ll just wait. Hopefully something happens with EDH this next week – I’m running out of stuff to write about because Guilds is just NOT capturing anyone’s imagination. Anyway, that’s all my time. Until next week!

MAGIC: THE GATHERING FINANCE ARTICLES AND COMMUNITY