Mistakes Were Made

We could talk about generals we expect to push prices up today. We absolutely could do that. In fact, I think I’m pretty much supposed to since that was kind of what this series was predicated on. But I’m the Captain of this here vessel and today I think there are more interesting implications of Commander 2016 and there is a card that is a non-general that has a ton of impact on a lot of prices. I also think the card was a mistake to print and I think it was a mistake for it to presell for so cheap. I think it was a mistake to put it in the deck people are already going to buy overwhelmingly because it has the best 4-color commander and it doesn’t have red, red being the 6th best color in EDH. Let’s talk about how a non-mythic rare creature with terrible stats is going to impact more prices than most of the commanders and how this is the first of two mistakes in the set.

I can go ahead and spoil next week’s article now – the other mistake in my estimation is Kydele, Chosen of Kruphix which just made everyone roll their eyes and say “Yet another broken Simic card” which is hard to argue with. I’m embarrassed as a Simic enthusiast just because Simic has become the New England Patriots of EDH and it would almost feel good to root against it just because I’m sick of seeing it get so much handed to it. If Golgari weren’t being equally rewarded merely for existing I would feel really bad about being super excited every time Simic gets a ridiculous new card that may or may not need to be banned later. Kydele is not ban-worthy but it will certainly dissuade a lot of people from pairing their partner commander with anyone who isn’t her for fear of doing it wrong. More on that next week.

This week we’re focusing on a card I’m sure you’ve all already guessed. If you didn’t guess, you probably saw the image of the card in your periphery while you were reading the last paragraph. You know what? I’m actually going to do something about that to preserve the element of surprise.

deepglowskate

Act surprised. I was sure as hell surprised when they made this card and thought “This is probably fine, right?” and Star City said “This should probably be a $2 pre-order, right?” This card sold out at nearly every price point it was restocked at and while there’s no longer money to be made pre-ordering this, obviously, I think this makes us all some money. At the risk of pointing out a lot of cards I already pointed out when they spoiled Ezuri, there’s money to be made, potentially on cards we already made money on because of Ezuri. Also, Ezuri probably goes up.

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This is up $1 from a year ago and appears to have plateaued and HERE IS WHY THAT IS SUPER MISLEADING. Things are different, now.

First of all, this is a second spike. You know, the one I’m predicting. OK, should this spike it will have been a second spike. That means a lot of loose copies and event deck copies have been pulled out of dollar bins and binders meaning copies are more concentrated in the hands of dealers. Renewed interested in this card forces people to get copies from places that others can track. Your LGS’ dollar box getting cleaned out doesn’t alert anyone, but Troll and Toad selling out of copies sure will.

Secondly, the Ezuri deck wasn’t that popular. It was plenty popular in the grand scheme of things, but looking back, Ezuri decks with this combo aren’t the number 1 or even number 3 deck archetype to come out of Commander 2015. Meren, Mazirek and Karlov decks are all much more popular. Meanwhile, Atraxa is by far the most popular commander and I predict it will be the best-selling deck. That gives this card, poised for another spike, additional upside. Is Atraxa plus Sage as good as Ezuri plus sage? Obviously not, but the Atraxa deck could end up being better or at least more popular than the Ezuri deck which means you have a lot more people playing Atraxa, especially since people who have an Ezuri deck likely just buy a new copy of sage and leave Ezuri put together.

Skate doesn’t exactly make this broken per se, but it does factor into a deck that would play Sage since it’s super unlikely anyone is trying to make Sage get there by playing a bunch of stupid spells that target it. Since it’s a factor in the deck, it goes up along with Skate and Atraxa.

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This is worth mentioning briefly. This is currently stable at $2, but Meren has demonstrated that the ceiling is $8. Could this hit $8? No, but that ceiling shows there is room to grow. With Ezuri just as good a commander as ever, its usefulness in new decks built around cards like Deepglow Skate mean it has additional upside and $2 might look like it was a good buy-in point in hindsight. I’m not buying yet, but I’m paying attention.

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It’s clear we want to pair Deepglow Skate with Planeswalkers, but I can’t think of any others that are as “MUST INCLUDE” as this one. You’re going to get quite an engine going, blinking skate with Venser, and getting to his emblem quicker than normal is going to remind people that this is a stupid planeswalker with a stupid emblem for jerks when you’re nuking their entire board. Blink an Aether Adept to keep rebuying Cloudblazer and watch this emblem start to ruin some lives. A lot of planeswalkers have some upside with Atraxa and Skate running around, but I bet Skate goes in more decks than Atraxa which means, for example, just white-blue decks that can’t run Tamiyo can run Venser and Skate (And Deadeye with Displacer, also) so I think Venser has the most upside. It was a steady gainer already, another reprint doesn’t seem like a high priority and $10 is a steepish but acceptable entry point for a spec. I’m bullish.

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Remember everything we said about Sage of Hours? It basically also applies for Darksteel Reactor. Second spike, more ubiquity, etc. This is also up from a year ago so clearly Ezuri decks have had some effect and I expect Skate decks to have even more, especially because this could convince players like me who love these kinds of shenanigans to buy another copy that they didn’t need a year ago.

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This was #1 with a bullet (OK, tied for #1 with a bullet) on our list of “If this card is confirmed not to be in any of the Commander 2016 decks, you buy this because it’s going up” cards. Chromatic Lantern got the reprint, albeit in only one deck (what?) which isn’t odd in and of itself but it does seem odd that Relic wasn’t in another deck. I predicted Lantern would be in 0 or 5 decks and the only scenario I could see Lantern in one deck was where Relic was in another deck, Gilded Lotus was in one, a new card (that turned out to be Prismatic Geoscope, a card much more similar to Gilded Lotus than Lantern or Relic), etc. I knew we’d likely get Commander’s Sphere and Darksteel Ingot but we all still kind of expected some mana fixing at rare and we barely got it. With another prime opportunity to reprint Relic gone, it could be a while before there is even a chance to reprint it let alone an actual reprinting. Add to that the fact that proliferation is very good with Relic and you have a recipe for upside. I’m not sure Relic is 100% tied to Skate because of the low degree of interaction (though non-zero) between the two cards but I do think the cards are in the same classification of deck frequently enough for there to be a correlation between the price trajectories even if we can’t establish a causal link. Now’s a great time to move in on this card. Can we all agree it’s going up? Can we agree that its current trajectory is acceptable as far as investments go and that there is a very good chance that line will steepen now that the worry around reprinting has been put off for at least a year and there is likely more demand? Seeing this card and how it interacts with cards like Viral Drake should be enough to get people excited.

It’s kind of funny that I usually write about which commanders are going to shove the prices of other cards up, but I think Deepglow Skate is a good enough card to give some commanders another look.

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Rasputinanigans are more fun in a world with Skate. When they wheeled out Eldrazi Displacer, we expected a bit of a sea change as far as Rasputin was concerned. We didn’t see much of a price increase but we saw an inventory reduction. This is a $30 Legend in a world where Adun Oakenshield hit $50. Now, we all know in hindsight that Adun’s rise was predicated on Tiny Leaders (somehow, not sure what the logic was, honestly) but we also know that price mostly stuck. If this goes up, it’s staying up. There aren’t too many more stores that even have copies of Rasputin in stock and it almost seems like a few people have picked up the deck but no one is really paying attention. Most major retailers are sold out for a higher price than you can get these for on Amazon, but even Amazon has very few copies despite them all being fairly cheap. Skate pairs well-ish with Rasputin and pairs well with the other kinds of cards the deck runs. I don’t want to advocate a buy-out of Rasputin, but if you did buy the relatively small number of loose copies, you probably help this hit $50 and stay above $40, basically forever.

Is there more? Yes, obviously. Cards in decks like Roon and Brago have additional upside when you add a card like Deepglow Skate to the blink arsenal. These cards, for example.

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These both work in decks like Brago very well already. Having the option to keep doubling the number of counters on them and thereby letting you scuttle like 5 permanents every turn if you can keep rebuying Skate is a brutal way to keep them pinned down, especially if you’re using Tide on their land. I think both of these have some upside in a post-Skate universe, but it’s up to people to start brewing with them.

It feels like there’s more we could cover because Skate interacts with a ton of cards. I’m sure there is something glaring I am missing, but that’s OK because there will be a period of like three weeks where it will get adopted, show up on EDHREC, prices will move slowly and we’ll still be able to buy in. If I didn’t miss something obvious, great. Even if I did and we can’t make any money of the cards I missed, there’s still plenty here. Deepglow Skate is like Vorel but very easy to repeat by doing things we already want to be doing.

We’ll keep an eye on the cards people are beginning to jam alongside Skate and revisit it periodically if there is anything particularly juicy. Chasm Skulker? Panharmonicon? You’ll hear it here, first. In the mean time, there are some excellent targets here and that’s a good enough place to start. Next week we’ll talk about Kydele and some cards that I expect that deck to push up but we’ll have another week of data to look at if there is anything Skate-related we want to go back over. As always, thank you for reading and enjoy MTG Finance on easy mode.

MTG Fast Finance Podcast: Episode 40

MTG Fast Finance is our weekly podcast covering the flurry of weekly financial activity in the world of Magic: The Gathering. MFF provides a fast, fun and useful sixty minute format. Follow along with our seasoned hosts as they walk you through this week’s big price movements, their picks of the week, metagame analysis and a rotating weekly topic.

Show Notes: Nov 3rd, 2016

Segment 1: Top Movers of the Week

Note: Price movements reflect posted NM prices, and may not represent prices players have paid.

Pact of the Titan (Future Sight, Rare)
Start: $1.00
Finish: $6.00
Gain: +$5.00 (+480%)

Leovold, Emissary of Trest (CSP2, Foil Mythic)
Start: $135.00
Finish: $325.00
Gain: +$190.00 (+141%)

Memory Jar (Foil, Eventide, Uncommon )
Start: $41.00
Finish: $62.00
Gain: +$21.00 (+51%)


Segment 2: Cards to Watch

James Picks:

    1. Mirrorpool (Oath, Mythic), Confidence Level 7: $1.50 to $6.00 (+300%, 12+ months)
    2. Linvala, the Preserver (Oath, Mythic), Confidence Level 7: $2 to $6 (+200%, 12+ months)
    3. Kozilek, the Great Distortion (Oath, Mythic), Confidence Level 6: $2.50 to $8.00 (+220%, 12+ months)

Travis Picks:

  1. Chromatic Lantern, (C16), Confidence Level 7: $3.00 to $6.00 (+100%, 12+ months)
  2. Eldrazi Displacer, (Oath, Foil Rare), Confidence Level 7: $10.00 to $25.00 (+150%, 12+ months)

Disclosure: Travis and James may own speculative copies of the above cards.


Segment 3: Metagame Week in Review

The guys talked over the plethora of interesting decks coming out of Japan related to the new Frontier format.

Segment 4: Metagame Week in Review

In a lengthy analysis segment Travis and James talk over the new SpecScore method for evaluating Magic: The Gathering speculative targets.

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.

The Return of the Curve

Oh, what a good day this is. We’ve had a few weeks since the announcement that Standard is back to one rotation per year, and I couldn’t be more excited.

It’s not exactly the same as it was, and that’s going to be an issue going forward. Shadows over Innistrad and Eldritch Moon are going to rotate at the same time as Battle for Zendikar and Oath of the Gatewatch. My tendency is to assume that things are the same as they were, and that’s not the case. Rotation is not equal, some are 18 months and some are 24 months.

When the change was announced, there was a big winner: Gideon, Ally of Zendikar.

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Gideon’s gained more than $10 since then, and I love seeing this curve come back. About a year after a card came out, there would be something to happen to trigger demand on the card, and here we are, seeing that increase in demand.

The increase in time really benefits Battle for Zendikar and Oath of the Gatewatch, which gained six months. So today I want to look at some cards from those sets which have some potential and can give us some strong gains. One of the things I really look for is a low buy-in price. If I’m not spending much, that means I’m at a low risk of losing value if these speculative picks don’t pay off.

Regrettably, some of these won’t pay but the ones that do are really going to make me look good and make my wallet happy.

Part the Waterveil – $3.64 – Every kooky blue deck tends to play this as a finisher. Chaining them together is generally good enough, but I think there’s going to be a Metallurgic Summoning deck eventually, and this is going to be the top end of that deck. If nothing else, it’s an extra turns card, and those have proven to have some long-term casual appeal. With the exception of Temporal Trespass, at least.

Ob Nixilis, Reignited – $4.58 – I don’t care that it’s a Duel Deck card. It’s got room to grow. It’s incredibly effective at any point in the game, it’s powerful, and it’s still got nearly a year to make a splash. People are resisting it, but remember how well it did at the Pro Tour.

Ruinous Path – $1.74 – Black decks have all the removal. Being able to spend mana and solve a problem on the board is incredibly powerful. I’ve touted this card before and while it’s not as good as Hero’s Downfall, it’s one of the best solutions to problems on the board. To the Slaughter has popped up in decks, and this is better by far.

Linvala, the Preserver – $2.42 – This small-set mythic isn’t going to be a four-of, but if Panharmonicon decks really take off, this would be a super fun addition, capable of three creatures and ten life! It’s good in control decks, as a top end and a card that can take a game you’re losing and turn it into a game you win.

Thought-Knot Seer – $5.85 – We haven’t been lacking for colorless lands, and with Aether Hub being one of the most popular lands around, colorless mana is going to remain a useful thing. Thought-Knot is one of the most powerful things you can do with this mana, and as a popular card in Modern, there’s a lot of value to be had still.

Chandra, Flamecaller – $7.04 – Don’t forget, there was a time that she was $35! She’s got the perfect first curve, as she was adopted initially. She has a problem where she doesn’t play well with the newer Chandra, Torch of Defiance, but that card is dropping fast and I think there’s good room for growth with the big-sister version. Imagine that at Pro Tour Aether Revolt, there’s a red deck that tops out at three of these. A double-up to $15 is the low end.

Eldrazi Mimic – $.91 – I have some high, high hopes for this card in the Metalwork Colossus decks. Barring that, as I’ve written before, I am optimistic about the Eternal potential of this card.

PROTRADER: Technically Commander 16 Part 2

Okay, so this is going to TECHNICALLY be the second half of my CMDR review, but instead of just mercilessly roasting the remaining terrible cards, I want to do something productive with (most of) my time. So instead of saying what these cards AREN’T, we are going to go into the lab and talk about what we were looking for in the first place. Then we’ll do some quick hits or whatever.

So there is this feature in sports video games where you can create your own player. This is either an opportunity for you to insert yourself into the action, carefully calibrating your own strengths and weaknesses to get a true-to-life experience, or you can BECOME A LIVING GOD. It’s really got a lot to do with personal projection, I suppose. Anyways, we are going to take that concept and apply it to these supplementary products. Because Commander products (henceforth including things like Planechase, Archenemy, Conspiracy, etc) don’t allow new cards to enter Standard or Modern, their only real tournament constructed outlet is Legacy1. Now, even though Legacy is a very deep format, it’s possible to set some basic benchmarks. These were the things I was looking for, but we will mention a few other elements as well:

A very serious feature.
A very serious feature.
       

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