Pro-Trader Ixalan: Financial Preview

Welcome to Pro Tour Ixalan weekend! The 1st Pro Tour of the new 2017-2018 season and the final major individual event of the 2017 calendar is all set to explore the meta  anew over in Alberquerque, New Mexico this weekend.

Heading into the event the primary question from a financial perspective is whether the pros have managed to make use of the extra five weeks from the release of Ixalan to the Pro Tour to break out of the relatively settled metagame and set up shop with a fresh deck that can consistently prey upon the expected meta.

As per usual the best players in the world have been posted up in their respective testing zones for the last week or two, all seeking to locate the testing edge that will help them succeed on the game’s biggest stage.

With $250,000 USD on the line, and  $40,000 for the champ, players looking to Top 8 need to display both skill and luck to win through.

Negate
The most played card in Standard via Magic Online at present.

Taking a look at the results from the last major StarCityGames Tour Standard tournament, the Top 8 field features mostly familiar elements from the Sultai/Temur Energy, Ramunap Red, Control meta that we seem to be living in this fall. Here was the Top 8 from SCG Open Dallas, Sep 30th.

  1. Sultai Energy
  2. Ramunap Red
  3. Sultai Energy
  4. U/W Approach
  5. U/W Approach
  6. Four-Color Energy
  7. Four-Color Energy
  8. Esper Gift

The most notable deck in that list is the Esper Gift list that featured four copies each of Angel of Invention and Champion of Wits and two copies of God-Pharoah’s Gift.

Meanwhile over on Magic Online, the meta seems to be featuring variations on the following decks:

Looking over those Magic Online results, the decks most likely to generate price momentum would most likely come from Mardu Vehicles, Abzan Tokens or B/R Aggro, since those decks have been mostly under the radar in recent weeks.

For us finance types, this weekend is not an ideal hunting ground. If Standard stays settled, it will limit the price movement of the key cards, many of which are already riding high.  Even key cards in some of the tier two decks like Abzan Tokens are already quite high. Anointed Processon for instance is an Amonkhet rare sitting close to $10. Format design is also contributing to the limited financial opportunities, with nine of the ten most played cards being commons or uncommons, and Glorybringer being the only rare or mythic to make that list. Also of relevance is our temporal position vs. the holiday season with many Magic players limiting their spending in anticipation of purchasing gifts. This can easily put a damper on buylist and retail card values in Standard players trade in cards to cover their bills. Countering these factors is the absence of Masterpieces in Ixalan, as well as the relatively shallow pool of Standard playable mythics in the set, which combines to leave room for key rares to float closer to $10 than the $3-5 we’ve been used to from popular rares in the last few sets.

Glorybringer
Is this the most undervalued staple in Standard?

All of this adds up to an event that is likely to generate the usual number of hype spikes, but may not be able to sustain those prices heading into next week unless a truly dominant strategy emerges.

As per usual, it is worth noting that the Pro Tour currently requires that players succeed in a mixed schedule of booster draft (IXL/IXL/IXL) and Standard play with 3 rounds of draft Friday afternoon , followed by 5 rounds of Standard starting around 4pm EST/1pm PST.

Will any of the teams find a way to unlock a hot new deck with solid game against the entire field? Will a fringe deck from the early weeks of the format suddenly end up perfectly positioned to take off? Will there be a chance to get in on a must-have card that shows early promise or will the hype train leave the bandwagon speculators out in the cold without enough buyers come Monday morning? Follow along as we explore Pro Tour Ixalan all weekend!

Editor’s Note: We will not be providing round by round coverage this weekend, but will provide relevant notes as the weekend progresses. 

Cards to Watch

Heading into this Pro Tour stop, many of the most obvious specs have already played out and plenty of advance speculation has been going down. The potential for further spikes is still on deck, but so is the strong likelihood that some of these specs will collapse when they inevitably fail to join the central meta narrative of the weekend.

Here are a few of the interesting cards that seem like they should be on our radar this weekend:

Walking Ballista: Jack of All Trades

Walking Ballista

Walking Ballista sees three or four of play in both Esper Gift and Sultai Energy so it’s value in the format largely depends on whether it can make it to Sunday in one or both decks. With additional play in Vintage, Modern and Legacy, supply is currently at a moderate level with an already high rare price tag of $14. At that price the risk of stagnation likely outweighs the potential to top $20 coming out of this weekend, but I still like the $20 foils longer term.

Current Price: $14
Predicted Price Monday: $16-18 (on 8+ copies Top 8)
Odds to Top 8: 3 to 2

Angel Esper Gift: Tuned to Succeed?

Angel of InventionGod-Pharaoh's Gift

We talked about this deck at the last Pro Tour, but it didn’t really get there. Basically the plan here is to get a bunch of good creatures in your yard and then start overwhelming your opponent by bringing them back more often than they can find removal or good blocks to deal with them. Just like last time, I won’t be surprised if this pairing of cards makes the Top 8, but I will be surprised if they dominate the tournament. Gate is an uncommon in plentiful supply, and Gift is a two-of in the deck, so those aren’t the targets here. Angel of Invention is the most noatable mythic in the list, and is run as a four-of, so a deep run this weekend could potentially move its’ price from $4 to something closer to $10.

Current Price: $4
Predicted Price Monday: $8-10 (on Top 8)
Odds to Top 8: 6 to 1

Grey Confidant: Multi-Deck Staple?

Glint-Sleeve Siphoner

This could quietly be setting up as one of the more undervalued cards in the format.  This poor man’s Dark Confidant is a typical four-of in both BR Aggro and Sultai Energy builds and both of those decks have a solid shot at running deep in this tournament. If 12+ copies of this card land in the Top 8 it isn’t a tremendous stretch to imagine that the relatively low supply could get attached, resulting in a spike over $5.

Current Price: $2
Predicted Price Monday: $5-6 (On multiple deck Top 8s)
Odds to Top 8: 1 to 1

Hazoret, the Fervant: Top Tier Mythic

Hazoret the Fervent

Mono-red aggro decks have made up 10%+ of the online meta for months, and there is little sign that anyone has figured out how to tame their more aggressive draws consistently. Hazoret was much more interesting around $8, so the potential to push up to a new plateau from the current price of 15-$18 depends almost entirely on how engaged the Magic player base stays in Standard heading out of this event. Current versions of the Ramunap Red deck tend to run the full complement of four copies of Hazoret in the main, so increased interest in the deck this winter could result in Hazoret peaking over $30. Additional demand from an emerging BR aggro deck could also help this along. Personally I don’t have enough confidence in format participation to take a stab at a $30/playset profit, but do as you will given that current online inventory is relatively modest.

Current Price: $18
Predicted Price Monday: $22
Odds to Top 8: 1 to 1

Anointed Procession: Tokens In Position?

Anointed Procession

Abzan Tokens has been making  inroads on Magic Online lately, with a list that features three copies of mythic Vraska, Relic Seeker, as well as four copies of Legion’s Landing, Fumigate and Anointed Procession as notable rares. This deck has the capability to generate a ton of life and a ton of tokens, and a good showing deep in this event might be enough to put a bunch of players on it for FNM usage. In that case Anointed Procession, already buoyed a bit by casual and EDH demand, could gain some ground and Legion’s Landing would also have a shot at hitting a value closer to $10 than $5.

Current Price: $10
Predicted Price Monday: $14+ (on Top 8)
Odds to Top 8: 2 to 1

Heart of Kiran: Fresh Attack From Above?

Heart of Kiran

Mardu Vehicles was a dominant presence in the first half of last season, but has fallen off heading into the fall tournament cycle. Just lately, versions of the deck running essentially zero cards from Ixalan have been putting up solid results yet again, both online and in paper. These builds still run the full four copies of Heart of Kiran, and as a $5 mythic, the potential is there for a strong spike if the deck shows up in force, puts up good Day 2 conversion rates, and lands a copy in the Top 8. On the other hand, none of the other decks run this card, so if Mardu doesn’t get there, you can expect it to stagnate.

Current Price: $5
Predicted Price Monday: $10+ (on Top 8)
Odds to Top 8: 1 to 1

Stay tuned for our MTGFinance coverage of Pro Tour: Ixalan throughout the weekend!

James Chillcott is the CEO of ShelfLife.net, The Future of Collecting, Senior Partner at Advoca, a designer, adventurer, toy fanatic and an avid Magic player and collector since 1994.

UNLOCKED PROTRADER: Pickups pre-PT Ixalan

The PT starts today. Right now, as a matter of fact! I’m posting this at 6 am PST, two hours before the first draft starts, and I’m stoked. I agree with the people who say that the three hours of broadcast would be better spent showing us different drafts for 2/3 of the time and then maybe the finals of a draft pod. I don’t like watching the draft games, but I’m not in charge.

I’m also on the watch for decks that are going to be played, and what cards are ripe for a spike. There’s a few factors at play, but it’ll come down to camera time, frequency of play, number in a deck, and final performance. Making the Top 8 will be good, but winning will be better.

With all this in mind, here’s the cards I’ve been picking up this week. I haven’t laid any big bets, but I’ve picked these up in trades and sniped a couple of auctions.

Ruin Raider – I suspect that black aggro will be in play this weekend, even if it doesn’t put up a huge finish or a big slice of the metagame. There’s a lot of flavors of aggressive decks, and this is a creature that allows a deck to catch up on cards, especially if Fumigate is all over the place. This is a card that rewards players for attacking, which is all an aggressive deck wants to do anyway. Plus, it’s relatively cheap at $1-$2, depending on fees. It’s also got two years to get good, so even if it doesn’t see play this weekend, it’s got good potential.

Bomat Courier – If aggressive decks are as prevalent as I suspect, then this is a card with room to grow. It’s got about 11 months before it rotates out of Standard, and that’s going to bode well for this card. It went up to $3 when Ramunap Red first premiered, and now it’s down in the $1.50 range. This is more of a ‘sell into the spike’ sort of card, it’s not for long-term holding.

Fatal Push – This has quickly become one of the top removal spells in Modern and Legacy, dealing with a wide range of problems for one mana. It’s also very widely played in Standard, and I don’t see this as something that’s going to drop anytime soon. Nonfoils are about $9, foils are $30, and the FNM promo can be had for $10. I am a big fan of grabbing the foils at $30, as $50 seems in play within a year or two, and it would be unusual for it to be reprinted too soon in a Masters set of some sort. (Note I did not say impossible!) Supply is at maximum, and you should acquire accordingly.

Rogue Refiner & Blossoming Defense – I think this is going to be a big weekend for these two uncommons. They aren’t exactly cheap now, but after the PT, you’ll be able to buylist these for a little more than you can today. Both are efficient at their mana cost, and Rogue Refiner is a great pick to bump to above a dollar.

Bristling Hydra – I wish energy wasn’t as good as it is, but this is one of the cards that has room to grow. It’s been slowly growing in price to get to its current $2.50, and one more big tournament showing might be enough to solidify its status, considering that this is one of the cards common to both the Sultai and the Temur builds of energy decks.

Glint-Sleeve Siphoner – I really want this to be good, as it’s a way to convert energy into a more tangible advantage in a long game. It’s $2.50 now, and just like the Hydra, I think it’s due for a weekend where it breaks $4 or $5.

Rampaging FerocidonIxalan is probably not going to have a huge weekend, considering the spikes that have already grown to impressive numbers. This is a $3 card, as a four-of in a lot of Ramunap builds, and it takes away one of the big advantages of Approach of the Second Sun decks: the 7 life gained is often just enough of a cushion to get there. I think this is a good candidate to break $5 if the Red deck runs rampant.

Dread Wanderer – If mass removal is all over the place, I like this as a recursive answer alongside some Vehicles and some Scrapheap Scroungers. Being able to reload effectively after a big Fumigate is a real test for some of these decks, and while you need to dump your hand, Hazoret the Fervent wants you to do that anyway. This is at a very low price, can be had for $1, and is ripe for the picking and ripe for a bump.

Chart a Course – I don’t think this is going to be big on the PT, but it’s got a foil price that is about 10x the nonfoil. Two mana to draw two is amazing, especially if you dropped a Delver turn two in Modern or Legacy. It’s a two-of in Vintage Delver, even! Standard decks looking to abuse the graveyard with God-Pharaoh’s Gift love casting this turn two as well. I’m snagging the foils whenever I can get them around $5, and I’m prepared to be patient.

Carnage Tyrant – This is due to drop. There’s no deck playing this as a four-of, though the biggest deck, Temur Energy, is playing one main and one in the board. The big dino has been slowly declining from its initial spike to $30, and is already sub-$20. I think it’ll get to $15, though I highly doubt it’ll go down to $10. Once we are done opening Ixalan packs, I’ll have to see if I pick some up for a spike about October 2018.

Unlocked Pro Trader: Curses! Foiled Again!

Last week I amped up my normal rhetoric and went pretty hard against what I think is intellectual laziness from content creators when it comes to recommending that thousands of people go in on tens of copies of a card and then sit back like “Are you not entertained?” when lo and behold, the price goes up. I’m sure I used to do that. The Dunning Kruger effect basically guarantees I used to do easy, low-value stuff like that and probably thought “Man, I’m good at this.” and it’s possible that 5 years ago, that’s what all of us did. But MtG Finance has come a long way in the last decade. Binder grinders are an endangered species. Watching coverage and writing an article Monday morning to be published Tuesday morning about what to buy based on weekend results is a thing of the past. Looking back, I can’t even believe that ever worked. Since Theros, people have been buying cards on Friday before they even put up results and stores are cancelling the orders on Sunday.

We’ve had to get better at this and that’s a good thing. You’re getting more value for your money if you’re paying for non-obvious advice. I’ve been writing since April 2012 (I looked it up yesterday) so I basically have a Bachelor’s Degree in MtG Finance at this point and I’d hope I can have some non-trivial insight. To whit, let’s delve into a topic I brought up last week about stuff “trapped” below that invisible barrier of $2 on TCG Player.

 

What Is The Thing?

TCG Player has a policy that requires you to spend $2 from each seller even though they can combine orders from different sellers and fulfill the orders themselves. It’s fine, who wants to go to the post office for a $0.75 sale? Who wants to process an order that consists of 1 rat token? This is a decent thing to keep sellers from being annoyed. Instead it passes the annoyance on to the buyer.

If a card is being bought out, people will find an excuse to grab another card from a seller to hit the $2 mark (I could have sworn it used to be $5. $2 is a lot less annoying) so they can grab a played copy of a foil that’s going to be like $8 soon. The damaged copy will still be like $5 and you doubled up, but fees squeeze you so make sure you grab other worthwhile cards to mitigate the shipping. But what do I know? I buy specs from Cardshark.

I think this invisible barrier tends to obscure slow, organic buyouts but not calculated, panic “someone on YouTube made a video about this card” buyouts.  Obscuring the organic ones is actually probably a good thing since it gives us time to slowly acquire our copies at the same price from other sites. Card Shark running out of foil Temur Ascendancy foils (don’t bother looking, someone already bought them all, or just never listed them because who sells on Cardshark at this point?) isn’t going to trigger people to notice, but TCG Player doing so is.

I think sub- $2 cards that get a lot of play in EDH have a lot of growth potential, especially when they’re foil which makes them tougher to reprint. Since these are good opportunities, TCG Player is doing us a favor by making it a little tougher for people to signal that copies are drying up because a few played copies are going to sit on TCG Player forever, and sometimes the damaged copies are the entire front page of foils prices, meaning people see the price is like $1.75. Canny financiers will head to the next page to see the lowest price for a NM copy, but not everyone is canny. Hell, not every seller is canny enough to check the lowest NM price rather than lowest absolute price when they list cards. This effect is worth being aware of and it’s worth buying around. TCG Player prices are a house of cards sometimes, and a small amount of copies selling out on one website can make a lot of copies sell out on a lot of websites as people chase the “spike” or “buyout” or whichever mis-applied term ends up festooning the Reddit post.

Speaking of foils, I have a few more picks that I think you might want to take a look at.

Buy But Don’t Buy-Out

Phyrexian Arena

Mutliplier – 4x

A $90 Apocalypse foil (scarcity sucks) hasn’t really stopped the Conspiracy foil from being a fraction of that and having a very low multiplier. No one is buying Conspiracy 2 packs and the chance to get one of Magic’s best Black cards for this cheap will eventually appeal to people and there won’t be much supply to step up and fill in. The art is different and while the Apocalpyse art is better, this art is better than the 8th edition art, objectively. Subjectivity matters were wallets are concerned, but the chance to get a foil Phyrexian Arena for closer to $10 than $20 should perk people up. These are starting to disappear and it wasn’t too long ago you were paying $13 for a non-foil. Remember that? It wasn’t that long ago.

Blasphemous Act

Multiplier – 2x

This is the best red mass removal spell that doesn’t blow your lands and stuff up in EDH and that’s pretty useful. It’s also very reprintable in non-foil and has shrugged those reprints off. This is a card that appeals to red players and red players are the most durdly and least likely to want to foil their decks out. I think next week I will take all 100 Top cards on EDHREC, or maybe the top 10 by color or something and look at the average foil multiplier by color and see if anything emerges. Data is beautiful, after all. For now, look at a card that’s $3.99 a year after being reprinted in a popular deck and notice its one foil printing is at a 2x multiplier. Maybe this card proves that durdly red EDH players aren’t foiling out their durdly red decks, Or maybe this is about to pop and you’re lucky I noticed.

Crackling Doom

Multiplier – 8x

What’s true for Red in EDH might be doubly true for Mardu. This graph looks really funky. Modern or dare I say Legacy demand could case a third peak. For now, this is an 8x multiplier on the strength of the non-foil being printed into powder and the foil being not powder. This is making me really want to look more into the average multiplier by color, wedge, shard and… whatever Commander 2016 was. Is Crackling Doom due for a third spike? We know what happens with second (and third, by extension) spikes, so I imagine this is a card with a lot of built up potential energy and all it needs it a push. I’m hoping this article isn’t the push. Being the 65th-most-played card on EDHREC does’t hurt. Are you foiling your Mardu deck? You might if every card in there is like $0.50 non-foil and $2 foil. Alesha, anyone?

I’ll Be Back

With more data. This article inspired me to spend a lot of time researching so I have some numbers to crunch. In the mean time, if you want to scour this page on EDHREC and then look at foil and non-foil prices and maybe even check the top 100 cards by each color if you remember how to do that (it’s really intuitive)

then that’s not a terrible idea. Next week I’ll be armed with some hard numbers we can use to see if certain colors, wedges, shards, guilds or other configurations are foiled less than others. If I’m guessing, red has the lowest multipliers and blue has the highest. We’ll see for sure next time. Until then!

 

PROTRADER: The Watchtower 10/30/17

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.


Triple limited GP weekends are such a bummer, aren’t they? Not only are they objectively boring to watch (my uncle that works for Wizards told me so), they also don’t give us any financial tech. Zzzz. To make matters worse, SCG had a Legacy open this weekend. Since like nine people play that format it doesn’t really matter what decks show up, nothing is going to be worth anything. That leaves us with an SCG Modern classic, and MTGO I guess.

Thankfully the Modern classic had some spice. In an impressive repeat, Humans in fact won the whole dang thing. Now classics are just about the smallest event that we’re likely to care about, so it’s not like it won a PT or something, but even still, it says a lot about the deck that it can succeed with consistency like this. Flashes in the pan are exciting but they’re not worth investing in. New sustainable archetypes, however…

Fiend Hunter (Foil)

Price Today: $5
Possible Price: $10

Without a doubt, there’s a lot of interesting cards floating around the humans build. Even more so when you consider that the list is adaptable to meta changes. It may be playing zero of some human today that it will want four of a month from now (Magus of the Moon??) I’ve talked about a few of them over the months, and you’ve no doubt heard others covered elsewhere. Today I’m going to look somewhere else in the list though.

Fiend Hunter has been a permanent part of most Magic formats since he was printed. Various Modern decks keep a copy or three around, choosing to Chord for him, or Company into him, or whatever. Legacy sees him show up now and then. He’s in 6,500 EDH decks. I’d guess 90% of cubes contain him. He’s simply a useful creature anywhere players are tapping lands.

So far we’ve only seen him in the board of the Modern Humans list. Maybe he’ll move to the main, maybe he won’t Even if he doesn’t, it’s clear that he’s usually going to have space somewhere in the 75. And with foils at $5, I smell an opportunity. Supply is low across the board, across multiple US platforms as well as foreign markets. With only a single foil printing, $10 doesn’t seem like a stretch at all, and even $15 is reachable.

Eldrazi Temple (Foil)

Price Today: $15
Possible Price: $40

While it didn’t take home a trophy, Eldrazi still had a solid weekend, with a 3rd place Modern finish and 4th place Legacy finish. Another weekend, another impressive result in two formats from otherworldly lovecraftian horrors.

We aren’t looking for any breakout performances here. Humans is the new kid on the block angle everyone is excited about, and Eldrazi is the format workhorse that keeps quietly putting up results, with price tags that behave similarly. Specifically, it’s the foil Temples that are worth keeping an eye on.

At $15, these aren’t exactly cheap, but keep in mind just how popular — and consistent — this strategy is. Depending on how you measure it, the deck is six to nine percent of the Modern metagame, and only slightly less of the Legacy meta. Of course there’s also Eldrazi variants, like Eldrazi Death and Taxes, as well as EDH decks, casual sixty card decks, etc.

You’ve got a powerful, consistent tribe with demand across multiple formats. Their key absolutely-five-of-if-it-were-legal land has two foil printings. Pack foils are $50. MM2 foils are available around $15 today, but without any more copies, I’d expect this to keep turning upwards towards spring of next year.

Iroas, God of Victory (Foil)

Price Today: $22
Possible Price: $40

Dinosaurs have been a popular tribe over on EDHREC lately, so I figured I’d peek around their page and see what I could find. It’s mostly dinosaurs from Ixalan (obviously) but there’s only so many playable of those, and some cards make for strong support. Iroas is apparently one of those cards.

He wasn’t my first choice, actually. There was something else I was looking at that I figured was more interesting. That is, until I checked their play statistics. It turns out Iroas is in 8,200 decks, which is probably three times more than I had expected to find. 8,200 is a lot of dang decks. That may be top 100 cards in the format. Iroas! Who’d have guessed.

Anyways, despite his popularity, I don’t hear much of him. He seems to be one of those sleeper cards that’s popular but nobody really realizes. At the moment, you can find foils at $22 or so. There’s only 16 copies on TCG at the moment though, so there isn’t a deep well to draw from. We’ve got a surprisingly highly-played god with a twenty dollar foil and little supply. Looks like a gainer to me.


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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