Unlocked Pro Trader: Mirriad Pickups

I decided to switch it up and not talk as much about the Wizard commanders as much. I might just take it week by week, I might right about emerging trends as they emerge, I might just do what I want each week without trying to be accountable to some sort of arbitrary I set up in advance because that would stifle my creativity and limit me as both a financier and as a person. Next week I might talk about Dragons, I might not. All you need to know this week is that I’m going to talk about Mirri, Weatherlight Duelist and what I think we’re going to end up spiking as we build with her.

It may be a tad premature to say I think Mirri is one of the more popular commanders right now because no one has the cards yet, but that doesn’t really stop people from brewing. People have had decks on TappedOut since the Dragon cards were leaked even without knowing what was in the rest of the decks. THAT was premature. But when people do things prematurely, they’re signalling that they’re the most fanatical of the bunch and that means a few things I think we need to think about.

Fanatics follow through

The people who are so jazzed about building their Taigam, Ojutai Master extra turns rebound deck that they didn’t even wait to see what else was in the Dragon deck (Fractured Identity, a card that’s way better than I think most people are aware of) are going to buy the Dragon deck to get the cards and they’re also likely ordering or have ordered the rest of the stuff from the deck. They put it up on TappedOut weeks early with a fake placeholder like Lavinia so you can only find it by googling Taigam’s name and they will buy the cards the second they can. Is it ridiculous that they made a fake deck super early? Sure, but it’s equally ridiculous to assume they aren’t champing at the bit and won’t be the first in line to buy the cards.

They thought this through

A person fanatical enough about the new commander to go out and register their decklist on a deckbuilding site before they’re really even supposed to has scoured gatherer, similar decks, discussion groups and even reddit. They have tweeted about the cards and interactions and gotten feedback from other lunatics like them. Granted, cards slip through the cracks, but the general thrust of these new commanders are identified and explored by people weeks before the cards are for sale. It didn’t occur to me to use Buyback spells with Taigam or Beacons because I didn’t think about it as much as these nuts. Luckily for me, they put their findings online because they’re proud of them and I get to come by, look at what they figured out, and figure out how to buy the cards before they do. They’re too busy writing a 3,000 word screed on MTG Salvation that no one else will ever read to take a second to order a few copies of Beacon of Tomorrows wherever a person like that orders cards (SCG) and when they try to buy them, they’ll see they’re all gone because my readers thought about that. Still, it’s good that they are doing so much thinking and posting about the new cards because…

 

They set trends

Like it or not, two things have more influence over what ends up on EDHREC. The first is inclusion in the precon. There is going to be a huge degree of correlation between Arahbo decks and Hammer of Nazahn. If you were building an Arahbo deck from scratch, you’d never include the hammer. It doesn’t really interact with the way you want to build the deck that much and it doesn’t make your Top 100, ever. However, people simply aren’t going to build the deck like that. They’re going to buy the kitty precon, take out the bad cards and replace them with better cards. They are going to leave in a lot of marginal, “too good to take out therefore good enough to play” cards, at least initially. They may cut them later, but people are way better about getting their crazy lists up than editing them. We call this the “precon effect” over at EDHREC. Cards from the precon that shouldn’t be in the deck end up in EDHREC lists just because people don’t take them out regardless of whether or not they’re really impactful enough to always play.

The second thing that influences what ends up on EDHREC is what people put in TappedOut early. The people who use EDHREC to build their decks or check around TappedOut subsequently will see what the first people to register their decks used, and EDHREC will generate an “average list” when people request it, meaning the people who register their decks early will have their picks seen by everyone who builds subsequently and any of those suggestions that subsequent people follow will be seen by even more people. That’s not a limitation of EDHREC as a metric, though. I think it’s quite the opposite, really. I think it means that the people who build first have a lot of impact so there isn’t much point in waiting for more data. The heavy influence of early adopters makes early analysis just as fruitful as later analysis and we’ll come to a lot of the same conclusions. Right now, there are roughly the same amount of decks registered for the “good” commanders and a handful for the “bad” ones. We have enough data to look at what early adopters are using so let’s see what they’re doing with Mirri decks. That’s me telling, not asking. This is happening.

Actually

Before I do that, real fast, I wanted to remind everyone that although you read my article here, you may not be aware that I do other stuff. I can’t take for granted anyone knowing my whole life so I want to point out that I am always giving out good finance info on the Brainstorm Brewery podcast and I am writing something that sometimes really approaches this article on Gathering Magic every week. I don’t evaluate cards with respect to finance in that series, but I do talk about cards that I think are good and other people read it and buy cards when they agree with me and it’s worthwhile to know what people who have followings think about things. I try to keep my picks from the two places separate, so I’d read both if I cared about my opinion.

So what do we think Mirri is going to do to stuff based on what early adopters, whom I’ve already (hopefully) established are going to correctly predict and also influence what subsequent builders buy are using? I’m glad I pretended you asked.

For quick reference, here is the Mirri page.

Nacatl War-Pride

Something is going to happen to push this card over the cliff and it may be a lot of new usage from kittycat decks, especially Mirri decks. Mirri benefits from going wide around their solitary defender and if they want to block War-Pride, they can’t block Mirri, letting Mirri continue to lock them down and also survive to be a Crawlspace. War-Pride will fart out a ton of tokens to make it miserable for them to have a lot of creatures they can’t block with. War-Pride was one of EDH’s best-kept secrets despite it having some vocal cheerleaders and that was before Mirri made it even more miserable to have this swing at you. With Parallel Lives, Anointed Procession, Cathar’s Crusade and other cards you’ll already play in a Mirri deck, this card is busted.

Now, can this card get above a buck being an uncommon? Sword of the Meek is like $8, Dryad Arbor is $10, Aven Mindcenser was real money, etc. War-Pride will never be as important, ubiquitous or nutty as those cards, but it also establishes that Future Sight uncommons can have an upside as high as $10 or so even after reprinting. War-Pride is already in 500 decks on EDHREC and that was when it was way more fair a card. It’s super unfair now and buying these under a buck makes sense if this ends up $3 or $4, which I think is doable.

This is also a $10 or so foil so while I think the ship sailed when every lunatic bought every kittycat card and in true broken clock fashion, got one right, I think the non-foil has a lot of upside. I also think financiers who claim people are lining up to buy a stupid kittycat precon deck and then foil out the deck they build should save some drugs for the rest of us. If you find some of these in foil bulk, hooray, but I’m not a buyer in foil above like $4, which isn’t really possible anymore.

Dragonlord Dromoka

I’m sure we all wish we had been paying better attention to this card. I noticed it dipped but I didn’t remember to tell anyone it would go back up or buy any copies for myself which seems like a silly thing to have done. This was always secretly the best Dragonlord but since it wasn’t good in Standard, no one cared. Well now we’re all about Teeging them and this Teegs better than any other Dargon ever and also Baneslayers pretty good. Mirri decks want unfair creatures like this, they don’t want terrible Cats. You’re not going to be Cat tribal with Mirri so make sure you don’t forget to include good token creators and savage Dargons like this one.

I think this image says a lot about how quickly these prices shifted recently.

The prerelease foil sold out very close to where the non-foil is right now and the set foil is barely more than the non-foil. For all of this talk about how EDH players are so willing to foil their decks out this seems to indicate the real truth is that 99% of EDH players would play an alternate art Dromoka with a picture of Guy Fieri’s frosted pubes as the image if it were 50 cents cheaper. The 1% of EDH players are buying foils. Sure, you’ll probably sell the foil if you buy it for $19 bucks, but don’t let that trick you into thinking you should buy every foil of every spec because it can’t be reprinted. Most EDH players want the cheapest possible version, and if you want to make money, you need to be able to buy a lot of copies inconspicuously and have outs for all of them. I stay away from foils for the most part for this reason – lower stock means it’s very hard to buy inconspicuously. Still, there is a price correction incoming on the foil copies and it probably has nothing to do with demand for the foil copies and everything to do with the foil being $4 more than the non-foil seeming “wrong” to people.

Linvala, Keeper of Silence

As long as we’re Teeging people, take a look at this Angel at her floor. The copies from Modern Masters 2017 are even cheaper and due to rebound. Modern Masters 2017 was a pretty under-distributed set and this is a sick, iconic angel that is killer in EDH and straight shuts down a lot of annoying cards. I think you buy iconic Angel cards at their floor and that time is now, especially if Mirri decks take off and people jam these as often as they are now (percentage-wise, which isn’t inconceivable). You’ll sell a lot more of these at $20 than you will at $40 and I think you will be fine selling at $20 if you get in at $10. Wizards may reprint her again so I think a nimble in and out is the play.

That does it for me this week. I think you may find other cards you like if you keep checking the Mirri page for updates, but I think this is where I would park my money. I think there are a lot of cheap, inconspicuous copies of Nacatl War-Pride online and I think you find those. Go to local stores and yank these out of bulk. Let TCG Player get bought out a month from now when you have all of your copies, otherwise your orders will get cancelled and you just told a bunch of dealers to reprice their cards for free. Let’s be smart about this, as unpopular an opinion as that is these days. Until next week!

PROTRADER: The Watchtower 8/21/17

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.


GP Denver brought with it an interesting narrative; three players made top 8 (and took home the trophy) with the exact same 75. I’m not certain that’s ever happened before, and it was nifty to see. What’s more interesting is that they did it with what’s virtually a block deck. A scant two cards in the main weren’t from Kaladesh or Aether Revolt. That’s some nice parasitic design Wizards. Good job guys! Who would have imagined adding a new resourced that could only be obtained and spent by a small subset of cards would have that effect.

That means it’s worth turning our attention to the deck a little more closely this week, as it’s still going to be functioning at full capacity after the October rotation. That allows players to buy in today and still have a solid deck in three months, which will help shore up card prices there.

We’ve also got the on-going buyouts of cards from the reserved list and otherwise ancient sets, and EDH remains fertile as ever. Inventory levels indicate dragons to be the most popular tribe, which makes sense I suppose. It’s the least interesting to tenured players, but there’s no shortage of appeal among the casual crowd.

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Brainstorm Brewery #252: Corbin’s Heart Grew Three Sizes That Day

Josh Lee Kwai returns to discuss Commander 2017 and push DJ to the #2 guest spot.   The cast discusses the make-up of the new decks and which cards might grow in value.   Corbin gives a rundown of modern, and the crew covers breaking bulk and pick of the week with their guest.

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Douglas Johnson is and will forever be merely a guest.

UNLOCKED PROTRADER: Commander 2017 Singles

I am in love with this round of decks. Sweet, swooning, head-over-heels-and-then-around-again love. I know I’m going to buy at least one deck, and if you wanted to try them all I wouldn’t blame you.

We know the decklists and the values, and frankly, there’s nothing in the decks that compels an immediate buy. Right now, Kess, Dissident Mage is the most valuable card of them all, with Teferi’s Protection goosing the value of the Vampire deck as a close second. Mirari’s Wake is the most expensive card in the Cat deck, a not-that-surprising inclusion given that it’s GW.

Today I want to look at where some of these prices are headed. Right now, we are a week away from getting the decks in hand, and it’s time to look at what singles look spicy.

Before I get into the specific cards, I want to take a moment and say that not all reprinted cards will tank in value. Mirari’s Wake, for instance, has had several printings, though not one as common as this one. Judgment, Commander’s Arsenal, a Pro Tour promo, being a mythic in the first Conspiracy…none of these were common but neither are they rare. Adding to this is that if you buy the Cat deck, this would be one of the last things you give up if you’re going to play the tribal colors. As a result, I don’t think too many copies of this are going to go into circulation.

 

Feline Ferocity

I like picking up Wake in the $7 range, don’t go to $10 unless you’re going to play it. With the original at $15 there’s not a lot of room to grow at that point.

Leonin Arbiter will be a great spec if you can get in under $3, but again, the original is $5. The good news is that it’s a four-of in the assorted Taxes builds in Modern, and with Modern Pro Tours coming back, this might hit a big spike as it turns off fetchlands on camera.

Traverse the Outlands is currently my favorite target from this deck. It’s going for under $3, and it synergizes with a lot of the cards you’d want to play in a ramp deck. I also like that it’ll push people to play more basics.

Vampiric Bloodlust

I have to admit, all of the reprints are cheap enough that I don’t like picking any up for long-term value. This second reprint of Black Market is probably going to keep the value held down for a long while.

Heirloom Blade is in two decks and while it seems tempting, the creature revealed just goes to your hand. There’s better options.

The new Vampire legends are intriguing, but I think people are overrating Mathas, Fiend Seeker. I’m really hoping that people aren’t buying him in anticipation of doing a Leovold on us. Mardu isn’t a popular color combination in Legacy, and getting value from him requires the creature dying in a format where Swords to Plowshares gets a lot of play. Don’t fall for this.

Teferi’s Protection is an amusing card, and yes, it’s a great answer to a lot of things. The token rules are even getting rewritten thanks to this card, and if that means you want to go crazy with Teferi’s Veil, be my guest. I would be shocked if this stays at $15, and I think the $10 range is more likely once the initial wave calms down.

 

Draconic Domination (AKA the deck I am most likely to buy)

The reprinted dragons are all amazing and the sheer number of legends makes Day of Destiny awfully appealing. Go get yourself some Dragon Whelp or Dragon Hatchling so you’ve got more to do in the early turns. I especially love both Dragon cost reducers being included here.

I think this deck has some really intriguing cards for the future. Mirror of the Forebears is kinda lame in this deck, given the number of legends, but it’s exactly the sort of broken thing you want in a lot of tribal decks. Play your awesome card and then copy it for a single mana! It’s at $3 now but I will be looking for this at $2 or less for the long term gains.

Curse of Verbosity is close to my favorite card in all the decks. It’s a fantastic way to draw a target on someone’s head, and while I appreciate the people trying to jam this in Legacy, I just don’t see it happening. It can be had for a buck right now, and that’s too low. This will be at least $3 and more likely $5 in a year, even if it is in two decks. People are going to see how fun it is and want more.

Kindred Discovery is amazeballs and I’m shocked that it’s only in one deck. It seems like such a great fit for Wizards too, but as a result of being the singleton, it’s at $3 now and that price is not going to hold. This is going to at least double by Christmas 2018.

 

Arcane Wizardry

The reprints here aren’t too exciting. This is going to torpedo the prices on Nin, the Pain Artist, and Marchesa, the Black Rose. Those two had been low-priced due to supply, not demand. Yet another round of copies on Chaos Warp. Decree of Pain will now be $3 forever.

The new cards are causing all sorts of hype and I’m very skeptical. Mairsil, the Pretender is just right when $7-$10. Kess, Dissident Mage is possibly Legacy playable, but four mana is a lot in that format. People don’t run more than 2-3 of Jace, the Mind Sculptor, and so Kess is going to have to get played and immediately flash back a Gitaxian Probe for value. Will some people try her as a one-of? Sure, but I think Leovold’s specter is pushing her price.

I’m terrified of Galecaster Colossus, but reassured that it’s nonlands only. I think Kindred Dominance is perfect at $3 for a long, long time. It’s only good in black tribal decks, so don’t go crazy.

Finally, the best land in a long time: Path of Ancestry. Thank goodness it’s in all four, because this is a card that tribal decks are hungry for. Scry 1 is amazingly good when you can do it turn after turn, and it’s preselling in the $3 range. I don’t think it stays there for long, and I advocate getting all you can under $5. There are just too many decks that want this card, and spare copies won’t stay available for long. Once Magic players and their money move on to Ixalan in a couple of weeks (seriously, preview season in early September) it seems unlikely that stores are going to crack a lot of inventory for singles.

Bonus card: Stranglehold has dipped to the $10 range after being reprinted in Commander Anthology. This is a card that a lot more decks should be playing, frankly, and I don’t know why Wizards doesn’t want to reprint such an effective card. If you need it, get it while it’s cheap and you can shut down everyone else at the table. It’s already in 3000 EDHREC decks, and I enjoy this card immensely too.

 

Cliff is swinging the pendulum back towards Commander, given the new and exciting cards they keep printing for the format, but any new format or odd way to play will always get his attention. Read his articles every Friday here or hit him up on Twitter @WordOfCommander.

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