The Watchtower 9/3/18 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.


Wizards used PAX as a big jumping off point for Ravnica’s Return (or whatever), as they normally do, and we got a pile of spoilers. Shocklands are back, just in case anyone was nervous. Convoke is the only returning mechanic (making me unsure of what to do with my Chord of Callings and having very little time to decide), and there are some cool looking basics. Other than that it looks like a fairly standard Standard set so far. Oh yeah, and also, there’s a new Masterpieces set too. They’re part of a separate product which contains eight boosters and one of each of the planeswalkers. For the privilege, you’ll pay $250, only through the Hasbro Toy Shop website. You know that one that crashes every time the SDCC promos come out because it can’t handle more than forty concurrent buyers?

Carnage Tyrant

Price Today: $15
Possible Price: $30

We’ll begin by starting off this week with something I do rarely; talking about Standard cards. I know people are jazzed about the PAX spoilers though, and want to know what they mean for FNM’s favorite format. You probably didn’t see anything that made Carnage Tyrant look good, so let me explain.

Saffron made what I assume was a not-entirely-serious tweet regarding one of the newly spoiled cards, Quasiduplicate. It creates a token of a creature you control (ala Cackling Counterpart) for three mana. It also has Jump-start, the new Izzet keyword. Jump-start lets cast the spell from your graveyard by paying its mana cost, exiling it, and discarding a card. He pointed out that a strong line of play will be Carnage Tyrant on turn four (after ramping twice), then Quasiduplicate into Jump-start Quasiduplicate on turn five.

My suspicion is that this line of play is actually quite reasonable, and could in fact drive demand for Carnage Tyrant up significantly. Casting Tyrant on turn four means you need to ramp on turns two and three. That’s generally the play for a green ramp strategy; ramp for two turns, then start playing out nasty threats. Ramp strategies suffer a fatal flaw though. Most every card in the deck is either ramp or threat. A or B. Gas, or gas pedal. The issue lies in drawing too much gas, or too much pedal. Too much of one and not enough of the either means you’re not doing anything. And until they start printing modal spells that are either Rampant Growth or 8/8s, it will continue to be a structural problem with the strategy in general.

Where Quasiduplicate, and other spell-jack cards come in is bridging that gap. Spell-jack turns your ramp into late-game utility. Those Llanowar Elves and Rampant Growths that you draw on turn seven can now actually do something for you if you’ve got a Spell-jack card floating around. Allowing your ramp spells to play double duty may smooth enough of the rough spots of Go Big strategy to be a contender in Standard. Especially with a threat as potent as Carnage Tyrant. And what will the other Spell-jack spells look like? Something that draws cards with the ability would be fantastic. A four-mana divination isn’t good in most decks, but if you’re ramping on turn one or two, you can still play it on three, and then being able to run it back on turn six or seven by pitching a Rampant Growth is going to be big game.

Tyrant is a savage card, and popular to boot: he’s $15 to $17 as the 35th most popular creature in Standard. That’s awfully far down the list. Clearly there’s a lot of existing demand from casual level players keeping that price popped up. Add in any meaningful Standard relevance and we’ll see a meteoric rise.

Hallowed Fountain (MSP)

Price Today: $110
Possible Price: $200

With the return of shocklands, attention will be paid anew to the Expeditions series. Several years old now, these have had time to hit the market, pop, deflate, flatline, and bleed out of inventories again. To wit: all the shocks have climbed towards $100, and Bloodstained Mire, a fetch I picked up for about $85 to $90 three or four years ago, is now about $175. Across the board, this particular tide has lifted.

I went looking for an oddly under-priced shockland that I could recommend, preferably one that was 20 or 40% less than its peers. Unfortunately, there just isn’t any wiggle room. They’re all firmly at $90 or more, with no stragglers. So instead of picking out the one that’s under-priced relative to its peers, we’ll go the other direction. Assuming a relatively neutral starting position, which one is poised to jump the highest?

With Teferi reigning over Standard, Azorius is going to be the tribe to beat. Even if they aren’t in the initial slate of guilds, he alone will provide enough strength that other builds will warp to include him. With both Dimir and Izzet in the first set, I suspect we’ll see Teferi splashed into one of their shells. Either way, they’re going to want Fountain for the white.

If the shockland Expeditions can sit at $100 to $120 since January on Modern demand alone, they can easily push towards $200 with new and real demand. The biggest format in Magic suddenly making players care about them, now that they’re several years old, is going to drive a lot of players to consider picking them up. Even if only .001% of FNM players look into buying Expeditions, that’s still hundreds, if not thousands of players. There’s four copies on TCGPlayer right now.


Mina and Denn, Wildborn (Foil)

Price Today: $4
Possible Price: $15

While I wouldn’t have predicted it, this pair has become wildly popular in EDH. They’re in 6,000 EDH decks already, despite having basically a single relevant line of text. (And one that isn’t even all that impressive, honestly.) How often are you really giving something trample? It can’t be that often, right? That doesn’t really matter all that much in EDH, unless you’ve got some infinite/infinite shenanigans going on. I don’t know, I’ve never considered trample that significant in EDH. Maybe I’m foolish.

Regardless, the pair is certainly popular. And with Lord Windgrace’s arrival, they’ve only become moreso. At time of publication, we’re looking at 15 foil copies on TCG. One of which is already $10. Someone already bought out prerelease foils, so there isn’t anything left there. Why would you buy out prerelease foils and not the pack ones? I don’t know. But they did. This isn’t an unfounded play to make a $.50 foil $5 either. Pack foils have been hanging around $2 to $2.50 virtually since they were printed. Once Windgrace was printed, popularity picked up, as now there’s a legitimate tier one (popularity, not quality) EDH deck that wants a copy.

In any case, Windgrace shows no sign of slowing down. That’s on par with what we would expect, too. This year’s commanders should remain quite popular at least up through Christmas or so, especially so if they’re actually good and fun, which by all accounts they appear to be. So long as this steady flow of demand from the notoriously slow-to-move EDH crowd continues, these foils are going to keep disappearing.


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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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!

The Watchtower 8/27/18 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.


If Grand Prix Prague accomplished anything, it was letting us all know that Modern is still a vibrant format ripe for disruption. Hardened Scales Affinity did well last weekend, and it secured another top 8 in Prague, which is roughly the amount of success you need before the deck is worth considering beyond a statistical aberration. I can’t promise you that it will gain mainstream traction, but it’s cool to consider at least.

UW Control was all over the top 32 slots, with Jace and Teferi teaming up in something I imagine DeviantArt will reimagine as a hunky buddy cop duo. While they couldn’t crack the final tables, 8 of the 9th to 32nd place decks were some form of the UW control deck featuring the pair. Control decks by their very nature need to shift and evolve to meet the threats of the weekend, though there’s typically a core of cards that gives the deck its power. Jace and Teferi may be that core, and this may be the vehicle which delivers unto Modern the JtMS deck it’s been waiting for.

Jace, the Mind Sculptor (Masters 25 Foil)

Price Today: $140
Possible Price: $200

As I mentioned in the intro, UW control had a big weekend. At the helm of every instance of the deck was Jace and Teferi. The pair were what enabled pilots to gain a stranglehold on the game and lock opponents out of coming back. Jace has been dancing in and out of Modern since he was unbanned, and this may be the deck that cements him as a pillar.

Worldwake foils have been infinity dollars since forever, and the Masters 25 and Eternal Masters printings didn’t change that. EMA hit the scene at around $300, and after dropping off towards $140, jumped hard ahead of M25 (lol) and has settled right around $200. M25 copies, meanwhile, started just over $160 and have dropped as low as $140 in some places. This means that today, right now, there’s about a $50 price difference between the M25 foils and the EMA foils. Can you think of any reason why the M25 copies are less desirable than the EMA oens? Because I can’t.

The elephant in the room on this is the FTV: Twenty copies at $75. The thing is, we can pretty much put that to bed now. Those copies are awful. They warp easier, look bad, aren’t as cool, whatever. Take your pick as to why they aren’t good. Those will sit closer in price to non-foils, while pack foils (from any set) will sit well higher.

Regardless of what happens in Modern, we should see this gap close, likely upwards. Additionally, I’d expect the foil prices in general on EMA and M25 copies to float north of $200, especially if we see UW control continue to perform well on the GP circuit.

Imprisoned in the Moon

Price Today: $2
Possible Price: $8

No, this isn’t a Modern UW Control pick. If you take a look at the most popular EDH commanders this week, you’ll see both Estrid and Tuvix. Sorry, Tuvasa. (Estrid and Tuvasa together were 91 deck lists this week, one behind Aminatou and Yuriko.) Bant Enchantments was apparently a market that needed another serving, given how popular these two have been. This popularity is in spite of those two, since as commanders, they’re just completely flat and unexciting. Like, seriously. Tuvasa is just an absolute snoozefest.

Imprison in the Moon has been relatively popular in EDH since it was released in Eldritch Moon, with nearly 7,000 decks packing a copy. That’s strong adoption for a relatively new card. It’s going to keep increasing too, as it seems that there will be a surge in enchantment players over the next two to four months with more casual players taking their time to pick up the deck.

What I specifically like in Imprison the Moon that’s different from any other random enchantment card is that it’s blue. Many of the enchantment-matters commanders have been Selesnya or otherwise not-blue. Adding two Bant commanders that care about enchantments, and are good at caring about enchantments (albeit boring) means that enchantments going to be cemented in EDH as a more than just GWx. Anyone that was playing a GWx enchantment deck may find themselves migrating to Bant.

NM English copies are about $2 to $2.50 right now, with enough supply for a few months, but probably not much longer. Depending on how strong demand remains between now and January, I suspect we’ll see non-foi copies at somewhere between $5 and $8 by the spring. Foils are solid too, where you can find them at $5 to $7, but that well is much more shallow.


Oath of Teferi (Foil)

Price Today: $3
Possible Price: $15

It’s not enough that Teferi has to take over Standard and begin positioning himself as a pillar of control in Modern, he’s got to find a way into EDH as well. His planeswalker card may not be positioned to manage that, but his Oath certainly looks like it will.

There are a few things EDH players love doing, and blinking permanents is one of them. Many of the best cards in the format are such because of their absurd ETB triggers, and blinking them lets you relive that excitement time and time again. Enter (heh) Oath of Teferi, which blinks one of your permanents on its way in. It’s a delayed blink too, which lets you blink, for instance, your Sun Titan, cast a wrath, then have the Sun Titan return at the end of turn. (Which then returns something you destroyed in the wrath, which then returns…)

That’s only half of it of course, with the rest of the text letting you go wild with planeswalker activations. Most planeswalkers are a touch underpowered in EDH, but when you start triggering them twice a turn, they make up for that quick. Add in additional support, like Hardened Scales, and you can find yourself putting four to six loyalty counters on a Planeswalker in one turn. It’s a build-your-own Doubling Season!

A reader brought it to my attention that Hardened Scales doesn’t work with planeswalkers. First of all, a reminder that it’s illegal to correct my article. Second, even if Hardened Scales doesn’t work in this way, there’s other effects that certainly do, and they will also compound with multiple activations each turn.

Oath is very new, so supply is still fairly deep, and EDHREC doesn’t yet reflect what I suspect is the true popularity. Give it a few months, and as players are slotting them into their Estrid, or Tuvasa, or Aminatou, or Brago, or whatever decks, you’ll see fewer and fewer at $3.


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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