PROTRADER: The Watchtower 3/5/18

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. And if you enjoy playing Magic, make sure to visit https://scry.land to find PPTQs, SCG Opens, and more events on an interactive map with worldwide coverage. Find Magic near you today.


While we got the MOCS this weekend, which is a Modern/Draft format, it’s important to remember that we can’t take too much away from it. It’s a small tournament, maybe 24 people, so the metagame gets wonky. This was evident in Bogles showing up as the second most-played deck in the room. This isn’t the type of strategy that professional players are typically inclined to select for major events, like a GP or a Pro Tour. It doesn’t give them enough space to make full use of their skill as a player, and the variance is likely to catch up with them over the course of sixteen rounds. However, in a room with so few other players, where everyone is an accomplished pro, things are a bit different. You’re playing fewer rounds, so it’s easier to get lucky. Everyone is a talented player, so you don’t necessarily have that edge over most of your opponents. And perhaps most importantly, if you’re able to peg the metagame, showing up with an otherwise odd deck that’s well positioned against the most common deck in the room is a huge advantage.

All of this means that just because there were so many Bogles at the event, it doesn’t mean you should think 20% of the Modern meta is going to turn into Bogles. There is value in the event as an indicator of the format though. Jund was the most popular deck, and that wouldn’t be the case if players didn’t think it was the most powerful strategy there.

Raging Ravine

Price Today: $25
Possible Price: $40

When Bloodbraid Elf and Jace were unbanned, there was a mini run on Celestial Colonnade. Players that wanted to play Jace knew they would need the land that has followed him through most constructed formats. People were hesitant to go too deep though, since Masters 25 was around the corner and a reprint would have sucked.

Once the full spoiler hit and the Worldwake manlands were confirmed absent, prices pushed harder on Colonnade, and non-foils are sitting around $60 today. Most importantly, copies are selling at that price point. Meanwhile, Raging Ravine got some attention as well, with the price having been hanging around at $10 in the middle of last month, and it’s at $25 today.

As wild as this is, I’m here to tell you I think it could keep going. Jund was a big part of the MOCS, and that’s no mistake. Whenever Bloodbraid has been legal, Jund has been a tier one strategy. Add in that it’s got a few new tools that weren’t there before, and it’s looking even better. And rare is the Jund deck without Raging Ravines. You’ll see four occasionally, while three copies is the most common quantity you’ll see show up.

Jund has already begun to show that it’s back in Modern and it’s a real contender. As players who haven’t been in the format since the last time Jund was legal begin to move into the deck, the few Raging Ravines left are going to continue to dry up. Ravine has no more stock out there than Colonnade — in fact, there are fewer copies, since it wasn’t a buy-a-box promo. Is $60 in Ravine’s future? Maybe. That’s a big jump. But $40? That doesn’t seem far fetched to me.

Kolaghan’s Command

Price Today: $20
Possible Price: $30

Remember thirty seconds ago when I said Jund has some new tools available to it? This is one of them. Kolaghan’s Command is on the very short list of best three drops in Modern to cascade into with BBE.

Shock? Well hey, that kills opposing BBEs, Dark Confidants, Oozes that haven’t eaten yet, Flameblade Adepts, Noble Hierarchs, you name it. Return a creature to your hand? Well how about your first BBE that got Bolted? Or a Confidant? Or a Tarmogoyf? Discard a card? I’m putting a 3/2 haste onto the battlefield, killing your guy, and making you discard a card. That’s a three-for-one for all you keeping track at home. And finally, artifact removal. More limited in its application, but when you need it, boy you’ll be glad you have it.

Kolaghan’s Command is always going to be valuable coming out of a Bloodbraid, even if you have to settle for discard and shock them. Since hey, if you’re casting BBE into Command and you haven’t had a creature die yet and they don’t have anything to shoot, the game sounds pretty good, doesn’t it?

We’re not getting any more anytime soon, and nobody is rushing out to crack Dragons of Tarkir at the moment. We could easily see Kommand add on another $10 (or more) as one of the best spells in Jund over the next few months.

Mwonvuli Acid-Moss

Price Today: $4
Possible Price: $10

This one is a bit stranger than the others, but it’s where we find ourselves.

RG Ponza, or for the uninformed, RG Land Destruction, is a strategy as old as time. Blow up some lands, attack with some dudes. A good time was had by all.

In the last few months the strategy has been slowly gaining ground after having been relegated to the tournament practice room on MTGO. It’s getting more and more popular though, and with a rise in Urza Land decks and Celestial Colonnade decks, hampering your opponent’s mana development is looking better than ever.

Most of the deck is familiar ground, or at least, familiar cards. Some Arbor Elves, Birds, Titans, Blood Moons, Stone Rains, etc. Everything here has been printed several times. Except for one particular spell that’s always a four-of — Mwonvuli Acid-Moss.

It’s probably not the first card you’d expect to see a strategy such as this play, as you might expect it to reach for Molten Rain or Fulminator Mage first. Apparently costing one extra isn’t an issue though, and fetching your own land as part of the deal means you get to go slam one of those Titans in your hand into play a little earlier — say, turn four.

Acid-Moss has a single printing from Time Spiral. It was a common, so there’s a fair supply out there, but we’re now 12 — yes, 12 — years past Time Spiral. Without another printing, and an existing casual demand for land destruction as it is, Acid-Moss copies have been draining for awhile. It was $2.5 to $3 a few weeks ago, and has recently started to push up towards $4 and $5. Where you can find them at $4 they’re likely a safe pickup. They’re not showing up in the Commander Anthology. They’re unlikely to show up in other products as well, since Wizards doesn’t care for land destruction much. It’s not to say it won’t, but it’s got to be low on their list of things to reprint, and it’s not something they’re eager to include anyways.

As this deck is going to have a smallish but dedicated fan base and is otherwise fairly inexpensive, Acid-Moss is positioned to keep riding the “hard to find common” train up towards $10. And if it shows up in pauper? Well then hey, the sky’s the limit.


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.


 

UNLOCKED PROTRADER: Variance and Masters 25

Here’s the scenario:

You hear about a run of boxes where every 8th pack, there’s a $50 mythic. You travel to where those boxes have been sent, and you head to the counter, and start counting. Every time someone buys packs, you keep track, you monitor when the money shows up and now you count packs, buying a pack after seven others have been purchased.

You’ll make a lot of money that way but every other person is gonna be pissed. That’s called a fixed-ratio schedule. Every X trials, a desired outcome happens.

Humans figure that out really quickly, and it’s not a formula for success. What we would get is the box mapping scenario, or the peeking at packs: Some people figure out where the money is and then sell the loose boosters at slightly less. In the case of Masters 25, if you opened six good rares/mythics and were about even on value, you could put the rest of the loose packs on eBay or Amazon for $5 or $7 each and clean up.

Gambling (and I’m including opening Magic: the Gathering packs here) works on a variable-ratio schedule. With every trial, there’s a chance of the desired outcome. Because it’s random, you might get two really good packs in a row, you might have 30 bad packs in a row.

Weirdly, the longer the run of negative outcomes, the more likely humans are to keep trying. WE ARE DUE. This works on video games, slot machines, booster packs, etc.

I bring this up because Masters 25 is shaping up to be a really frustrating set to open.
It’s a truism that you should never buy loose boosters. Box mapping, peeking, weighing, there’s a lot of margins that people can exploit. Don’t do it for those reasons, but also don’t do it because it’s just bad value.

For instance, Rest in Peace was just previewed for the set yesterday. Right now, it’s a $10 card. At MSRP, you need to hit that card to break even. You have about a 1 in 3 chance (at current prices/spoilers) to open a pack with a card that has retail value of $10 or more. That’s better than a lot of other sets. Some data:

set Cards worth > $4 or $10 # of rares + mythics in set % chance of winning
RIX 13 65 20%
IXL 16 82 19.5%
IMA 15 68 22%
EMA 16 68 23.5%

These are only the cards that retail for the cost of the pack, so if we are talking about Eternal Masters, something worth exactly $10 (Maze of Ith) is as much as a win something going for $140 (Jace, the Mind Sculptor) and that brings us to how many we need to open.

You’ll have to open about five packs to get one worth $10, on average. You’ll spend $50 to hit one $10 card. At that rate, your numbers get much much worse. There’s only three cards in EMA worth $50, and that rate is so much worse.

Is there the potential for a three-Jace box? Absolutely. You might hit a Jace and a foil Force of Will, and you’ll feel like you hit the lottery, and it’s a great great feeling.

You’ll also open boxes with Balance, Worldgorger Dragon, and Sphinx of the Steel Wind, and which have foils of Nevinyrral’s Disk, Eight-and-a-half Tails, and Malicious Affliction.

That level of variance is a bad investment. It’s bad value. It’s not worth it, and Masters 25 is going to be worse, it seems. You will hear about amazing boxes, but people won’t be trumpeting their godawful mythic pulls the same way.

If there’s cards you want from Masters 25, just go buy them, about three weeks after the release. We haven’t seen the whole spoiler yet, but the early signs are that this set is going to smash a lot of prices.

Masters 25 appears to have a pair of card types getting a reprint: Multi-format staples whose prices will drop and slowly rebound, or cards which had a high price due to low supply, and those prices are going to fall off a cliff.

Sticky: Blood Moon

Blood Moon is a card that has had a lot of printings, including two Modern Masters printings, and it’s managed to remain a $20 card. That level of price retention is testament to its popularity, mainly in Modern as a backbreaking sideboard card in a lot of matchups.

Among the decks that get counted, this is the 12th most popular card in Modern, even though blessed few decks are playing it in the main. A full 1 in 5 decks has at least one copy in their 75, the average is between 2 and 3. That’s some amazing numbers, considering the popularity of Modern.

I wouldn’t be shocked if this trickled down into the $15 range, but it’ll get back to $20 within a few months. It won’t go higher and it won’t go lower.

 

Slider: Rishadan Port

Let’s be clear: Port is a powerful card in denial strategies. In the right deck, and god forbid in multiples, it can severly limit what a deck can do in Legacy matches.

Unfortunately, Legacy and Cubes are the only formats where this gets played. Yes, you can use this in Commander, but the benefit is pretty low, and a colorless only land has to be pretty awesome to be worth the addition.

Port is a 4-of in Legacy Death and Taxes builds, but not being Modern legal is a big knock. The only supply has been the original Mercadian Masques printing, and a recent judge promo. At a presale point of $50 it’s already lost nearly half the value. I don’t think the original will move much, but the new version will struggle to stay above $40, because not that many people need it.

 

Cliff is an avid Cuber and Commander player, and has a deep love for weird ways to play this game. His current project is a light-up sign for attracting Cubers at GPs, so get his attention @wordofcommander on Twitter if you’ve got ideas or designs.

Brainstorm Brewery #279 Masters 25

 

A very sleepy brew crew, Corbin (@Chosler88), Jason (@jasonEalt ) and DJ (@Rose0fThorns), crack open an episode that is guaranteed to have more EV than a Masters 25 pack. Seriously even this cast isn’t as bad as Tree of Redemption. (ugh) The crew discusses all the information that you need to know heading into Masters 25 and what to expect from the reprints.

Also, make sure to check us out on Youtube  https://www.youtube.com/user/BrainstormBrewery

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Unlocked Pro Trader: Priced Back In

Hello, nerds,

Today we are partially through the Masters 25 spoilers and while that’s not super duper financially relevant for us for the most part unless you’re holding a bunch of copies of cards and are sad (R.I.P. Thalia, Guardian of Thraben spec) to watch your money catch fire, we’re months away from me writing my “These cards are at their floor, but now” article like the one I wrote last week that no one commented on but a lot of people read. The google analytics say it was one of my most popular articles of 2018 and the lack of comments say that it was perfect and you couldn’t find a single fault with it. I knew it; I knocked it out of the park.

Let’s knock it out of the park this week by trying something new and useful. Our original method for this series was to look at new printings of cards that might make other cards also in the decks go up and buy those other cards. The new card may hit, it may not but if it enabled archetypes, its own financial upside was irrelevant. EDH isn’t enough demand to make Admiral Beckett Brass worth money but you better believe a bunch of stupid pirates are pricey. We haven’t really applied that principle to reprints. That isn’t we never tried it before today. However, I think Masters 25 is giving us a reason to look at more cards than a normal Masters set.

Priced Out

Some cards are just too expensive to even consider. Proxies have always been a thing (for poors) in EDH but for some reason, there are some cards that people never even consider inside the realm of possibility. Price has a lot to do with it – they never see anyone use the card so they don’t even know it exists or maybe the group would get salty about a guy with a $40 unsleeved deck having a Mana Crypt in the deck. Some cards are just priced out of people’s decks and most of the time they include a budget alternative or just eschew the card entirely. If the card suddenly becomes not only attainable, but easily attainable, the dynamic changes and entire new deckbuilding avenues open up. I think there are a few cards people are currently “Priced out” of and I think that will change. The cards in those decks will have some upside going forward depending on the degree of correlation and I think that is where we make the money. Let’s think about what to buy, shall we?

 

Imperial Recruiter

How low can this go? I could see this tanking as low as $30 or so before it stops its slide to oblivion and that’s very good for a small number of EDH player that will soon be a much larger number. Recruiter of the Guard has been a huge hit in EDH and the decks that can run both are now super stoked and the decks that don’t have White can have a chance to do their own recruiter shenanigans. This majorly impacts a few decks.

The numbers here are less important than the ratios. Roughly a number of Animar and Alesha decks are affected and roughly half that number of a bunch of decks ranging from Marath which would love to tutor for a combo piece to Krenko which obviously would love a second copy of Kiki-Jiki in the deck can benefit from affordable Recruiters. I’ll post a few highlights from Animar and Alesha.

Shaman of Forgotten Ways

How low can this go? I doubt it goes much lower, basically ever. The dealers are starting to pay more and more and I think this card’s reprint risk is much lower than most people probably do. Even though it ended up being fine and people are really dumb, this was still something everyone expected to be banned in EDH. While it’s not banworthy it’s still very potent and I have replaced the Black Lotus-esque Somberwald Sage with this in a lot of decks because of the win condition. That’s a lie – I run both and I cut something like Brainstorm, but still, if I had to pick one or the other, I’d go with this.

The foil keeps flirting with $20 and with the low supply of foils, this just needs a little nudge over the cliff. I think this is an excellent target for Imperial Recruiter, helping you get from 3 mana to 5 and possibly yanking a win condition out of your deck. I’m bullish as bullish can be about this in both foil and non-foil and I think if Recruiter doesn’t do it, a year falling off of the calendar will.

Master of Cruelties

Probably due for a reprint soon (If you’re reading this Friday and you’re like “WTF this is in Masters 25!” just know that you’re in my future and I don’t know that yet), this casual favorite keep climbing straight to the stars. It does a lot of work in Alesha and putting it into play tapped and attacking is pretty sneaky. This straight murders people (well, no, the other creatures murder them) and it’s tutorable with Imperial Recruiter, which is what we want to happen, right?

While we’re on the subject, I want to point out that I find the rate of growth of the foil pretty surprising. Usually casual cards don’t have a very healthy foil growth rate but if you compare about 5 or 10 data points you pretty quickly figure out that this is maintaining a bare minimum 2x multiplier and it’s nothing special. This is far from a staple but I can’t see building Alesha without it. I’m bearish on foils and bullish on non-foils which, since the foils are at a bare minimum multiplier, could mean the foils have upside anyway.

Harsh Mentor

So there’s a lot of Amonkhet out there. That’s OK – I’ll wait. Meanwhile this card is in 1,500 decks on EDHREC and could be in a lot more if Alesha gets built more. This card is honestly better than people are giving it credit for and I think as people register more decks, the numbers will reflect a reality that they aren’t currently. It’s either that or only 175 people are running The Immortal Sun in EDH. Go check its page out. I think Mentor has more upside than we know and I like it.

Azusa, Lost but Seeking

This is in a lot of decks and even in quite a few as the commander. Also, the prerelease price on Card Kingdom is a third of what current retail is so that’s quite a reduction. I also think $18 is a little high for a non-mythic but its relevance in formats outside of EDH should bolster its price a bit. Regardless, we’re talking about a 2/3 reduction in price which can take it from “$55, are you insane?” to “Yeah, I’ll pay $15 or whatever” at peak supply. I bet this can flirt with $10 or less.

I don’t know how many Azusa decks will get built as a result of her reprinting but we can peek quickly at cards that would be affected.

Woodfall Primus

Woodfall Primus is pretty stable after its reprinting and has recovered a lot of its value. It’s holding pretty nicely in the original printing but the Modern Masters copies are a little more affordable. That said, Modern Masters didn’t give us that many copies and it’s been 5 years. Check out this graph.

You see what I see? It’s subtle, so I will zoom in on it.

That’s an arbitrage opportunity. That was a dealer going out of stock, seeing that retail wasn’t far off of what he was willing to pay and saying “screw it” and buying some copies. That affected the retail price since they clearly bought retail and the buy price went right back down because that one lunatic dropped their price since they got what they wanted at retail. That was recently. I think supply is getting low and that means the price is about to move. I realize the lines are diverging again, but how long until someone else runs out of stock of a very good EDH card and takes a look at how low supply is? I bet the dealer and retail prices re-converge and I bet it happens soon. Correlating that with the impending release of affordable copies of Azusa doesn’t seem that far-fetched. I feel very strongly about Woodfall Primus at current retail and I don’t care who knows it. I mean, I would prefer Pro Traders found out first, but after that, I don’t care.

Defense of the Heart

That stupid spike throws off the graph and makes it tough to read, but the price has been basically $10 basically forever. I think people think this is on the Reserved List, which isn’t a terrible assumption. It is not. Ring of Gix and Second Chance are, but not this card. This gets played in 4,337 decks on EDHREC and at $10, it’s a good deal for as old as it is. We’ll see if James Chilcott gets mad at me for mentioning this to you nerds – he asked me about this card last week and I didn’t think anything of it until I came across it in the Azusa lists and realized that it’s not actually on the Reserved List. Do I expect a reprint? Eh, maybe not. It’s not really on anyone’s radar and they’re not nimble enough to get a reprint out before anyone who bought in at $10 got out at $30. Unless, you know, it’s in Masters 25 and you know that but I don’t.

That’s what I got. We will know the full spoiler next week and that will give me some sort of idea about what to write about. That said, we found some very strong picks in this one and regardless of whether the lower price makes these archetypes take off, these cards are going up in price. Until next time!

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