Unlocked Pro Trader: We’re Going To Need A Bigger Boat

I like to try and predict the future and that’s not easy. Predicting the future allows us to buy tomorrow’s expensive cards at today’s cheap prices and if it were easy or obvious, everyone would be doing it already. Some obvious stuff has popped already.

Some (I think) equally obvious stuff that goes in the same deck has not popped yet.

The important thing to know if we’re not just sniping Kittycats like Phyrexian Dreadnought, a card that’s good in a deck that may or may not get built at all, is which decks will actually get built. I can try and rank them in terms of how good I think they are but that’s a little bit tainted by bias and while one man’s “bias” is another man’s “you know more about this than I do, I don’t even play this durdle format and I’m reading an article for your opinion” I think when we can use a stats-based, analytical approach, we should. Is there a way to develop a new statistical metric or find some other numbers-based approach to try and rank the 8 new Legendary creatures spoiled in the last week to try and see if one of them is going to do some more heavy lifting than the rest? Knowing which one to cover first will help me figure out which cards will go the fastest. When I guess, I’m not always right so if we can avoid that, let’s avoid it.

First off, I’m going to rank the 8 new commanders from best to worst based on my opinion just to give us a baseline. I don’t expect to be 100% correct on which commanders will have the most decks built around them, but I expect to be quite close considering this is my only job and I’ve been the only one doing this for a while so I should know what I’m doing.  If I had to guess the ranking of the 8 creatures from most built to least built, here is what I would guess.

  1. Lazav
  2. Etrata
  3. Izoni
  4. Emmara
  5. Niv-Mizzet
  6. Aurelia
  7. Trostani
  8. Tajic

The other two are Planeswalkers and aren’t eligible to be your commander.

This was actually a little harder to do than I had anticipated. Lazav and Etrata could easily swap positions and Izoni and the rest of the top 3 could swap. The middle few were tougher to rank with Niv-Mizzet being almost exactly like commanders that already exist. Meanwhile Gerry T said Tajic was the best card in the set and I have him after Trostani who goes in every deck Emmara is in, probably but I have her ranked way lower. Both Emmara and Trostani aren’t likely to bump Rhys or other Trostani from their respective dekcs. This is tough. Aurelia may very well be the 4th best – it’s hard to know. Boros goes wide better than it goes tall but if you wanted to build Voltron, she could be good although there are 10 other better Voltron angels.

If you told me to rerank these tomorrow, my ranking probably changes. We need some more data.

Wisdom of the Crowds

One way to rank the buzz concerning these commanders in a world with no EDHREC data yet is to see how many comments are on the reddit posts for each commander. Reddit is a place where people go out of their way to be negative, so it’s possible that the worst ones will get the most comments but since we’re not making any decisions based on this data, but are merely looking at it to see if it tells us anything (and is therefore usable next time out) I say we give it a shot.

I may have done goofed, or maybe not. Tajic was only released today but has a ton of wind at his back with huge numbers in both subs despite only have been posted for 8 hours at the time of publication. Last week I thought Niv-Mizzet was worth his own focus article before the others despite the fact that he is very similar to a few Nivs Mizzet that were published before. I liked it but ranked it lower on my list to due its lack of novelty. I think there’s a chance if it’s the number 1 deck in a few weeks, it could be people updating old lists to reflect a new commander.

I didn’t take into account who spoiled the cards until I had already ranked mine and I think it’s interesting that the four I had ranked at the top were spoiled by heavy hitters in the community or were the PAX exclusive and the other four, it wasn’t clear who spoiled the card. That didn’t influence my vote because I didn’t know who spoiled what since I don’t pay attention to that sort of thing and didn’t even check until I was on reddit tallying scores. If those four don’t end up being the most popular, they’re certainly the 4 that WotC thought would be the most exciting to people hence the content providers they had spoil the cards. If you don’t think there is a pecking order, consider the fact that Tolarian Community College was given Lazav to spoil and when I asked for a card for EDHREC, I was given Discovery//Disperal.

The ranking based on number of upvotes to the post is different, but it’s odd comparing weeks-old cards to Tajic, which is 8 hours old (although how long does anything stay on the front page of the main sub? A day at most). Tajic also benefits from being Standard-playable, as does maybe Lazav and probably Etrata and maybe one or two others. It’s hard to compare apples to oranges like that, but we can try ranking by subreddit.

Clearly I way overvalue Izoni. In fairness, there was no one thread spoiling Izoni in the EDH sub, but 3 deckbuilding threads, the most for any commander. However, it’s possible everyone is less excited than I am. It’s also possible this metric is meaningless.

If you compare what I thought to what the EDH sub thought, I didn’t do too bad. I was a little iffy about a few in the middle, but both the EDH sub and I thought Lazav and Etrata were the most interesting, and that  Niv-Mizzet was less exciting than the main sub did given that he doesn’t create a novel deck archetype but rather just updates an old one and we both liked Tajic less than the main sub.

Am I insane in thinking Izoni is amazing? Sure, lots of Golgari commanders are better and Izoni only benefits from having stuff in the yard and can’t bring things back like they like to do in Golgari, but I think Izoni is going to be in the top 3 built decks of the 8 when EDHREC starts getting in data. If I’m wrong, we’ll know to trust me less and if I’m right, we’ll know that my gut is better at filtering a ton of conflicting factors better than merely ranking raw numbers. There are a lot of possible explanations for the number of comments in the main sub for Niv-Mizzet, for example, considering all of them are dumb memes. No memes for Izoni, a new character, just people trying to build.

This was an interesting exercise and we’ll come back to it when we have data to see how I did. For now, though, you want picks and I guess it’s up to me to give them to you. I am going to assume I know what I’m doing and that reddit buzz means less than my years of experience and give you Izoni picks. There is no EDHREC data, but there may be a few kittycat tier cards that no one is scooping because he isn’t as obvious to non-EDH players as Lazav is. I could do Lazav, but I think the lowest-hanging fruit (Dreadnought) is scooped and the cards that are in the rest of the deck are commons and uncommons like Vector Asp or they won’t come clear until people start to build the deck. I think we have some time on Izoni stuff and maybe I’ll do Lazav next week when we have the full set. Anyway, here we go.

Ugh. It’s been 20 minutes since I typed the paragraph “here we go” and I haven’t found anything all that exciting.

It looks like every deck is a pretty generic “Golgari Goodstuff” deck and Izoni is just a chance to draw some extra cards, trigger Grave Pact, get recast for a bunch of tokens late in the game and generally just… be boring. Boring is fine because what I call boring, other people call “consistent” and they think it’s a good thing and there are more of them than there are of me which would make someone with less self confidence think they’re wrong but I’m NOT wrong, everyone else is wrong, consistent is boring. It’s also boring from a finance perspective because there is no real new tech here. You know which cards are good with Izoni’s ETB ability? Primal Vigor, Doubling Season and Parallel Lives, the cheapest of which is like $15.

Grave Pact, Deathreap Ritual, Fecundity, Beastmaster Ascension, Craterhoof… the deck basically builds itself. Want to get spicy? Add dredge cards. Add Deadebridge Chant. If Izoni hits, you might get 5 or 10% on cards already in tens of thousands of decks. If it doesn’t hit, there weren’t any good targets anyway. Gross.

Then I found my Coolstuff colleague Stephen Johnson had brewed with Izoni already and included this pic at the end.

Fine. Here’s some damn Lazav picks, sheesh.

Necrotic Ooze is to Lazav what Quicksilver Elemental was to Mairsil.

Expect a bigger jump for Ooze since it’s a known entity meaning there aren’t copies lying around in $0.25 boxes. Ooze is already concentrated in dealers’ hands from the last time it popped based on being a combo card. I think Ooze hits $5 minimum and stays there and if you spend $100 on Ooze and don’t double it, I’ll be pretty surprised. That would mean Lazav didn’t hit (like Mairsil didn’t) but it somehow hit less than Mairsil. Quicksilver Elemental wasn’t a kittycat, it was a card only brewers figured out the same as Ooze. I can’t fathom you not making obvious, slam dunk money on Ooze. I will give you all a week to buy copies then I’m buying in – how’s that sound?

Similarly, this is declining a bit and I expect it to perk back up a bit. It’s not as tasty a buy as Ooze, but people will want this card, too. Lazav is going to be pretty similar to a lot of decks from the past and we can already see people putting the pieces together. This is one of the pieces. It’s less useful than Ooze, has a higher buy-in but it’s also on the Reserved List and that means Team Rudy is interested.

Not much to say here. Lots of copies given the number of printings, but they’re around $2. At that price, I prefer Ooze.

There will probably be more picks once we get EDHREC data, but for now, this is my opinion on the non-kitty cats in Lazav decks, a topic you watched me try not to write about then settle for in real time, you lucky so and so’s. Enjoy your triple up on Ooze and use some of your money to pay for Pro Trader access, will ya? Thanks for reading, nerds. Until next time!

The Watchtower 9/17/18 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.


Guilds of Ravnica spoilers march on, and everyone is having a grand ol’ time with what we’re seeing each day. No question that the top card of the set so far is Assassin’s Trophy, the new Abrupt Decay that destroys any permanent (then gives back via Path to Exile). Expect to see the ripples of Trophy in every format beyond Standard. Modern, Legacy, EDH, cube, and possibly even Vintage will have cause to care about an unconditional two-mana removal spell that gets rid of absolutely anything. Time to pick up a few more copies of your favorite basics, because every deck is going to need a few extra in the new Trophy meta.

Spirebluff Canal (Foil)

Price Today: $13
Possible Price: $50

Of all the cards we could have anticipated would carry a $100 foil price tag coming out of Scars of Mirrodin, I don’t think Blackcleave Cliffs was anyone’s first pick. Why would it have been? BR lands have long been in the lowest tier of lands, along with WR and maybe WB. This, despite BR being a relatively common color pairing in major formats. For the longest time in Modern, Esper fetches and shocks were more expensive than their Jund counterparts, despite seeing appreciable less play.

Of the Kaladesh fastlands, Spirebluff Canal is best poised to become the new Blackcleave Cliffs. UR has long been a powerhouse combo, whether as a standalone, as a component of Jeskai, one of the most popular wedges of competitive Magic, or Grixis, a long-standing fan favorite. There won’t be a Modern event in which you can reasonably expect not to sit across from a Spirebluff Canal ever again.

Pack foils are available in the $12 range, but not many. And there aren’t many in stock in general. These will be $25, probably this year, and it won’t’ take long before they crest $30.

Winding Canyons

Price Today: $23
Possible Price: $60

As the reserve list continues to be a popular target for accelerated financial action, we want to keep an eye out for anything that seems underpriced given its utility value. There’s plenty of stuff that’s cheap but is unplayable; we want to find the cards that actually have a reason to be put into play in a normal game of Magic.

Enter Winding Canyons. Winding Canyons is “only” in about 3,500 decks, but that doesn’t concern me in the slightest. First, many players aren’t aware of the card. It’s from Weatherlight, and lacks some of the name brand recognition of other cards, so there isn’t quite as much brand value. Second, it’s not cheap. At $23 or so, a lot of players that would like a copy are getting priced out. Does that sound weird for EDH? While there’s no question that many cards are expensive solely because of EDH demand, the truth of the matter is that the lion’s share of players putting decks together simply aren’t going to fork over hundreds of dollars for each new commander they put together. It’s a silent majority type of thing.

Playing creatures as though they had flash is wildly powerful in EDH. Waiting until the end of your last opponent’s turn, activating Canyons, dropping half your assault force, and then untapping with what are essentially hasty creatures is going to be enough to end the game regularly. Not to mention all the places that flashing in a surprise blocker or similar effect is going to ruin someone. (Try flashing in an Elesh Norn some time.)

Winding Canyons has a similar supply distribution to foil Spirebluffs. Roughly 30 copies on TCGPlayer, a quick ramp from the initial price, and a stiff breeze away from doubling in price.

Beastmaster Ascension (Foil)

Price Today: $10
Possible Price: $25

It wouldn’t be a Watchtower without looking at EDH enough. Beastmaster Ascension is a green enchantment that lets you permanently +5/+5 your team — and not just the ones in play now, but any that you play later. In Standard, this was two mana too many to see competitive play, and it was tough to both turn on and then continue to get value out of. All the numbers change in EDH, where you can easily cast Ascension and then immediately swing with seven creatures, activating it in the same turn, and having a brutal army. Those 20 or 30 1/1s, which were overall not particularly threatening, are suddenly dealing lethal to everyone at the table at once.

If this sounds like some crap nobody cares about, think again. Beastmaster Ascension is the second-most popular green enchantment, behind only Sylvan Library. You’ll find this bad boy in nearly 17,000 decks. If you’re playing green (who isn’t) and you’re attacking (most are), this is in your list.

While there are five or six printings of Ascension, there’s still only the original pack foil. They can put this in Commander products until the end of time, but without another foil printing, this is going to keep climbing. Supply is also quite shallow. Grabbing these at $10 today is sure to payoff within three to eighteen months.


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.


Brainstorm Brewery #304 Penance & Price Checks

 

Corbin’s (@CHosler88) feet are finally being held to the fire by Jason (@jasonEalt), DJ (@Rose0fThorns), and patron Dave Wasser for Chipgate. The crew even brought in special guest Josh Lee Kwai (@JoshLeeKwai) of Game Knights and Command Zone to witness this special occasion. The crew also help to get you ready for rotation with things to pick up and sell.

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

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What Mythic Edition Means

If you listened to MTG Fast Finance last week (and you really ought to, it’s free money and scintillating conversation) then you heard James and I discussing the impact of the Mythic Edition of Guilds of Ravnica.

In the time since, I’ve been thinking about that set and what it means for players, and for collectors, and people who care about the financial aspects of this decision.

Come with me, and let’s talk about what they might be trying to do.

First, let’s talk about what the set is. From their page:

The product will be a Draft-sized (24 pack) box of Guilds of Ravnica, with the twist that eight packs (they’ll be clearly marked) will each come with one of these planeswalker cards inside the pack (plus the normal rare or mythic rare card). You will know which packs have these special planeswalkers, so this can make for an exciting Draft experience. Or just crack the whole box. You do you.

So you’re dropping $250 on a box, which is about double plus some for the average box. Maybe even triple, depending on the box and where it is in the price cycle.

The amazing part of this box is the eight packs which each has a different borderless Planeswalker, the first official ones of this kind, though there have been assorted borderless alterists and online artists who’ve made these ‘super-art’ styles for years and years. This is a lazy set of Masterpieces–This isn’t original. It’s not going somewhere new. I prefer Invocations  to these cards, and I don’t like Invocations much.

The art choices, aside, one thing is clear: If you can get this at the original MSRP, then you’re set. It’s a slam-dunk at that price, having 24 packs of Guilds of Ravnica, and 8 of those packs (they will be clearly marked, it seems) with the special Planeswalkers, so those packs will have an extra card. Shouldn’t be too much of a disruption, as you’ll still get a regular mythic or foil. It’s not clear if that’s replacing a common, or if the number is now one more.

If regular packs are $4, then this is $64 worth of packs. Even at $3 a pack, which is your price if you’re buying a box at $108, that’s $50 of value before we get to the main attraction.

You’re getting eight foil planeswalkers for $200. Only $25 each! Let’s look at these current foil prices before we get into anything else.

Name

Foil Price(s)

Teferi, Hero of Dominaria

Dominaria $95

Elspeth, Knight-Errant

Duel Deck $14

MM 2013 $35

Shards of Alara $43

Liliana, the Last Hope

Eldritch Moon $99

SDCC 2016 ‘Zombies!’ $125

Nicol Bolas, Planeswalker

Duel Deck $7

Magic 2013 $22

Conflux $27

Daretti, Ingenious Iconoclast

Conspiracy 2 $59

Ral, Izzet Viceroy

No foil prices yet, but the regular is preselling around $15, so likely $30 or so.

Tezzeret, Agent of Bolas

Mirrodin Besieged $68

Vraska, Golgari Queen (presumably)

None listed yet, but preselling for ~$25, so the foil should be $40-$50 easily.

With these prices, there’s a LOT going on. Will these be as valuable as the pack foil? Possibly. The only time we’ve seen something close to this as been the assorted SDCC promo planeswalkers, and that printing consistently represents the most expensive versions of those cards, even if the cards aren’t that pricey.

So with this in mind, at ~$200 for the set of eight, you’re looking at about $470 worth of pack foils. That’s ridiculous value, quite frankly, and it’s guaranteed. You’re not hunting for an Expedition or the like, you’re simply going to have to brave the website and the inevitable crashes. You know exactly what you’re getting, and even the worst of these (Ral) is going to be a $30 card.

He’s got that maybe $30 face too.

There are variables at play, like the website’s terrible interface and the fact that these can’t be shipped outside the USA at this point, but the primary one is going to be the total number made. If there’s a lot, if everyone gets as many as they want, then I’d still have a hard time believing that it’s not at least a break-even. Teferi has a year left to warp Standard, and he’s popping up in other formats too. Liliana sees some play, but a lot of her price is due to small-set mythic supply. Tezzeret is from forever ago. Daretti doesn’t have much demand either.

I can see a world where the Teferi is $75, Liliana is $40, and the rest are hovering in the $20 range. That’s still $235 just from the eight planeswalkers, and that’s the worst-case, mega-overprinted scenario.

Yep, still a whole year in Standard.

Wizards’ track record is to underprint things, and they’re right to do so here. These foils are the definition of a luxury item, as you could collect this set in nonfoil for around $150. When you are hunting special versions, you’re in luxury-goods territory, and keeping those scarce is good.

What I really don’t like is how this feels like a giant middle finger to local stores. The buy-a-box promos are an attempt to bring business to the stores that keep events and registration high, and this bypasses the stores entirely. This isn’t FTV, where stores got to have a markup that was pure profit for them. This is cutting out the middleman, and testing the waters of how much profit they can siphon away from those stores.

Using the local stores would have allowed for worldwide distribution, and it’s a shame that Wizards is neglecting the rest of the world this way.

Finally, I want to address resales. Should you buy this on eBay, if you can’t get through on the site? I’m going to lean in and say no unless you’re getting them for $300, but not as high as $350. Sure, these look fun, but aside from being borderless, they are the same cards with different art.

These are unlikely to spike, too. The planeswalker sets from SDCC show that their prices are super high early, and after the GIMMEGIMMEGIMME wave wears off, it tapers down. I bought an SDCC Liliana of the Dark Realms for $90 three years ago. She’s $87 now. There will be people making money on this set for a while if they got in at $250, but the best money is going to be in immediate flips. Don’t hang onto sealed sets of this product, if you happen to get your two.

Do you want your $90 now, or your $90 in three years?

I don’t mind Wizards doing this, selling the premium versions of this directly, except for how it takes potential profit away from local stores and hoses non-North Americans. These versions are lackluster Masterpieces to me, but I felt that way about Invocations too. For future releases of a product like this (and there’s very likely to be more of this) I’d expect them to slowly increase how many get sold, and hopefully figure out how to let international buyers get some too.

Please remember that these are promos of something that already exists for cheaper. Don’t freak out because there’s a more expensive version of a card. Get the one you need/want/can afford and move on.

 

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 and you see a giant flashing ‘CUBE DRAFT’ sign, go over, say hi, and be ready to draft.

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