PROTRADER: Format Review, DTK-EMN Edition

So I realized two things recently: I didn’t do a set review for EMN; and the world did not end as a result1. When I was finishing up my last piece however, I got an idea for something similar but not quite so well-worn. Welcome to the first ever Format Review!

Okay, so be aware that when I say ‘format’, I mean Standard. The bar for getting into anything larger than that is much more nebulous, to say nothing of financial impacts in more niche situations. Standard is also the format that is going to drive the lion’s share of demand between now and the next format review- unless a card is obviously a multi-format all-star, it usually takes a while for existing lists to figure out what they want to cut. Also, while this article is intended to inform financial decision-making, be aware that it’s not a list of cards to go out and buy. Some of the biggest impacts on a format can made by monetarily inconsequential commons and uncommons. Let’s dive in!

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Spell Queller: Okay, so I’m writing this blurb as the Columbus Open is finishing up, and the results for EMN’s first weekend look about like what I expected. Spell Queller’s presence in the Top 64 was undeniable, featuring 127 of a possible 256 copies. That there were only 12 copies in the Top 8 (albeit 4 in the winner’s circle) is pretty surprising, although the lists that weren’t Bant Company all seem like good decks AGAINST Bant Company. Spell Queller feels like the type of card that will bend decks towards light splashes for the missing color (GW making sure it has just enough U, etc) because Spell Queller is independently powerful.

Here’s how I see it- Spell Queller is the new king of “small ball.” While older, sports-inclined players are often referring metaphorically to this, the term has sort of adopted its own meaning in Magic. If tight, technical deck construction focused on manageable curves and prioritizing things like castability and tempo can be referred to as “small ball”, and it’s theoretical inverse is an EDH deck full of 7 casting cost sorceries and guildgates, then you can see toward which pole Standard players gravitate. In this line of thinking, Spell Queller succeeds at either delaying or blanking entirely anything else in this category. Simultaneously, a 2/3 flier at 3 is certainly respectable, and can therefore play offense AND defense in some situations.

Spell-Queller-Eldritch-Moon-MtG-Art

Since Spell Queller is a rare, there are some concerns with regard to price trajectory. If some combination of Tamiyo, Emrakul, and/or Gisela are long-term players (more on each of these later) can maintain a certain percentage of market share, then EMN is likely to be opened in such quantity that Spell Queller sufficiently saturates the market. If the mythics in this set are ALL terrible (which seems highly unlikely), then this time next year Spell Queller could be pretty pricy (although this is predicated on it being the ONLY good card in the set). I can see the current price of ~$11 going up this week fueled by hype following the Columbus results, but I think the weight of its rarity will ultimately cut that price tag by about half. I’m holding off on getting my personal set until I absolutely need them, although I know that I will undoubtedly be playing a strictly worse deck without them. The possibility of this price maintaining or increasing is based entirely on this card being played at the Pro Tour to such a degree that we see a rare 32 copies in the Top 8. It’s worth mentioning, though, that given the unique demographics of the Pro Tour, this is more likely than at something like an SCG Open.

Collected Company: This was one of the best cards in Standard BEFORE it got access to Spell Queller. I can tell you from personal testing experience that firing off a Collected Company hitting a Spell Queller and a Reflector Mage is one of the best feelings in Magic- and I played Gifts Ungiven in Extended. Unfortunately, Collected Company already has an established place in Modern, so copies aren’t likely to drop dramatically in price, even though the card only has a few months left on the main stage. From the look of things so far though, it’s safe to say Collected Company is going to go out on top.

Incendiary Flow: This is pretty obviously one of those things that isn’t a “must buy”, but it represents a crucial element in evaluating other cards. Every standard environment has a key toughness number, typically either 3 or 4, where that number can be viewed as overall safe. With the printing of Incendiary Flow, we can expect creatures with three toughness to be much less resilient than they were a few short weeks ago. This is perhaps the biggest knock against Gisela (who also gets hit by some of the other popular conditional removal spells, like Ultimate Price). Despite being a sorcery, Flow is quite versatile, being able to target players (and therefore also Planeswalkers), exile creatures like Relentless Dead, AND get recast by Goblin Dark-Dwellers. Expect the inherent value of 4 toughness creatures to increase (although Languish is still a very big deal). This card also makes a timely Dromoka’s Command even more of a blowout, since you can either prevent the damage entirely or scale up a three toughness creature to survive it. Incendiary Flow is also the name of my mixtape.

Emrakul, the Promised End: I’m pretty sure that the is the ceiling in terms of finishers in this format. While Ulamog is probably about as good, I don’t think there is anything higher on the food chain than an Emrakul on the stack. Now, we will see if this card actually gets played (or rather, ‘when’), but not seeing it at all would be a very clear indicator that aggro and/or RDW is pulling an above-average amount of market-share in the format.

Murder: It’s strange that we are getting this card back, because I thought Development had issues with it before. It’s possible that I’m just remembering concerns from whatever M-set limited format that was, but it’s also a potential sign that we will see a lot of pushed artifact creatures on Kaladesh. It also reinforces the control decks being straight UB versus Ubx, by virtue of that BB in the mana cost.

Thalia, Heretical Cathar: This is a card that represents an interesting choke-point for the format, although at this point it is largely theoretical. The worst thing going for Thalia here is her mana cost- 3 is already really crowded, and her functionality is largely dependent on unknown information (what types of lands is your control opponent playing? Is your aggro opponent going to try and be the control in this matchup and just block your creatures?).  I think Thalia’s contributions to this format will take longer to become apparent, just because she breaks the fourth wall in a way that requires you to know the environment you expect to be playing in. Unfortunately, after that she STILL has to compete with Spell Queller, Reflector Mage, Eldrazi Displacer, and more for time on the field.

Nahiri, the Harbinger: It’s possible that this is the time where you want to reload on Nahiri. The reason why this card was so good before is because the numbers are (or at least feel) very raw. It’s as if design and development both signed off on the card without giving it the same kind of due diligence that planeswalkers get since the last time the both slacked off on one (Jace, the Mind Sculptor). The only thing that isn’t above average on her is the mana cost, which is in a very awkward WR (although only costing [4] is a great stat!). White and Red are both supporting colors in decks not running Thalia’s Lieutenant, so it’s very often going to feel like you are trying to hit both of your off-colors to get one of your best cards. If Eldritch Moon makes red good enough to not get laughed out of the room, it’s possible that we see a rise in Nahiri-focused control decks.

Dromoka’s Command: Still one of the best cards in Standard, and a shoe-in for the Abzan Hall of Fame when it retires this fall. It won’t be played in the necessary amount to “make the leap” to Modern, even if it sees occasional use. Start to move your extras.

Cryptolith Rite: I think this is a solid pickup at under $3, just because there will always be that critical mass of small creatures that you can dump out and then cast something insane. I suspect one of the big reveals at the Pro Tour will be some sort of Rite into Decimator of the Provinces deck.

Kolaghan’s Command: Speaking of pickups- this card is really cheap right now. I know it’s also about to rotate, but it has a much wider base in Modern than any of the other commands (besides Atarka’s, which I also love right now). Spend Puca Points on these!

Languish: Still disgusting and holding a lot of people back, while also not having an heir-apparent. The Roger Ailes of Magic cards.

In all seriousness, I’m not sure what replaces this in Standard in the fall. Planar Outburst seems like the best possible option, but that’s also giving up a lot of the remaining equity in black. Every aggressive card gets at least somewhat better this fall, even if the percentage isn’t very appreciable.

From all of this information, we can begin to build a frame of what the overall environment looks like. I expect the hyper-aggressive low casting cost decks to remain relatively swingy in terms of consistency, I expect various midrange strategies to comprise the majority of the format as a whole, and the control decks will be making deck-building concessions in favor of Emrakul in about a month. Let me know if you think I missed anything crucial to the format’s identity, and we will talk about more traditional finance stuff next week.

Best,

Ross

1Actual results pending.

Basic Land Finance


Written By:

Douglas Johnson @Rose0fthorns
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Hey everyone! I hope your summers are all going great. I’ve been selling some Magic cards on Twitter, and trying to save up money to set aside for my first semester of grad school in the fall. It’s been going pretty well so far, but this week I was absolutely swamped with some pretty large collections that I couldn’t turn down. That’s not necessarily a bad thing, but I’m going to have to have a relatively quick turnaround on these than what I’m normally used to.

As much as I would love to rinse and repeat that paragraph a few times and hit “Publish” so that I could get back to collection buying, I did actually find something worth writing about while I was piecing out one of those previously mentioned collections.

 

swamp island

The person who was trading in a bunch of bulk to me had these two basic lands included in the relevant stuff, among great cards like Vampire Nighthawk and Thought Scour. Before you ask, they were not foil. I assumed he had just mixed these in on accident, so I put them in the “stuff I don’t want” pile as I continued to sift through the relevant cards that he was trading up towards a set of Liliana of the Veil. After seeing that I was uninterested, he let me in on this little nugget;

basicland

Yep. I mean, I know that the art on a card can affect the price, that’s some pretty basic finance. I’m just surprised to see the price of a non-foil basic land affected to such a degree when it’s not full art. While these are both gorgeous pieces, there’s got to be another underlying reason for such a drastic price difference from all other Lorwyn block lands, right?

basicland2

Okay, that makes a lot more sense now. Thanks to @thatresolves on Twitter for solving that mystery for us! It makes a lot of sense that Fae players would want the lands that represent where their mischievous little creatures come from, more so than the “traditionally fancy” full-arts from Zendikar or Unhinged. While I really don’t have a battle plan for moving these non-foil $1 basics, it’s certainly nice to have that knowledge for future picks and pulls. Maybe you can throw them in an Ogre box  at $.25 and see which vendor bites once you explain that they’re $1+ retail.

island2

All this thinking about niche basics got me thinking; what other basic lands am I unaware of that are worth money? The value of basic lands can very easily slide under the radar due to the difficulty of actually looking up their value. What app do you use when trading or looking up card prices on the go? I’m assuming a lot of you use MTGFamiliar; a universal free app that also has a life counter, round timer, and card search functionality. While it’s still pulling data from the “TCG mid” metric instead of “TCG Market Price”, it’s still one of the most common smartphone sources of looking up card prices in my experience. Go ahead, try to look up the prices of different basic lands using this app.

Screenshot_20160727-231042

Mhmm. In this case specifically, it looks like the app only pulls the data for the first numerical island of the set; it’s looking up Island 286 when 287 is the Glen Elendra one. If we want to see all four of the Lorwyn Islands to compare, we have to go to the actual TCGplayer website and grab a microscope.

search

Now considering it doesn’t seem very practical to do this for every single basic land. While it won’t be a comprehensive list, I’ve been using StarCityGames’ buylist to easily find a general idea of which art styles will get you more cash.

plains1 plains2 plains33028_200w

scg plains

According to SCG, people really like fields of wheat that include the horizon towards the back of the art. I dunno, I guess that’s popular. Thunderstorm Plains from Odyssey is 10 cents nonfoil and two whole dollars for the foil.  This isn’t even only concerning older basics; one of the foil Mountains from Khans of Tarkir is $1 on SCG buylist.

Unfortunately, this “check the SCG buylist to see if a bunch of other people enjoy the art” doesn’t always work out. If you’re picking through your bulk foil basics and have a hunch, you’ll likely have to do the grunt work of searching for that specific art on TCGplayer. For example, I recently purchased a Kami of the Crescent Moon Commander deck where all of the Islands were matching foils. While SCG doesn’t have a buy price for any foil Mirrodin lands, it looks like they go for at least $2 on TCGplayer for NM copies. The struggle will be finding another player who wants to foil out their deck in that specific way, but I don’t mind waiting.

mirrodin

I wouldn’t be closing out this article unless I talked about being a “local buylist”, and I’m sure some of you are wondering what you should be paying when you’re brought foil basic lands. I personally pay 25 cents cash on all bulk foil basics that come my way, and I trade for them at three for $1. With the new information in this article, I’ll definitely pay a bit more attention to which basic lands I’m picking up, and see if I can increase my buy prices on certain arts that will be easier to move to vendors or other players at an increased rate. As soon as I finish this article, I’m going to go through my own box of foil basic lands, and see what goodies I can pull out that I didn’t even know I had.

invasion
These have probably been sitting in my box for at least 4 years.

End Step

I might be biased because I play Child of Alara as a Commander, but I really, really like High Market as a long term pick at sub $1. I know Jason Alt has mentioned this card on the podcast and in his articles in the past couple of weeks, and I couldn’t agree more. It’s a long term pick, but I think we see it creep back up to $3 in a year or two.

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Graf vs Host

While it’s not the immediate, standout build-around card that The Gitrog Monster was, another Golgari monstrosity is piquing some interest.

ishkanahgrafwidow

An obvious EDH bomb, I identified this as a card to buy at its floor. It seemed too slow for Standard but its power was obvious in EDH. On the Brainstorm Brewery podcast, Ryan said that he was going to go pretty deep on $2 copies of the itsy bitsy Grafwidow and I opted not to join him. It’s not that speccing on golgari cards in the past hasn’t paid dividends – I’m writing this article on the computer I bought with profit that was in part to Deadbridge Chant spiking to $10 after all. But this didn’t seem like it could impact Standard all that much. Wish I’d bought in, frankly. I have stayed away from speculating on Standard cards for so long I can’t tell if a card is good or just good in EDH.

Then it spiked to $10.

Unless you listened to our set review episode and agreed with Ryan and dropped a few hundo on $2 copies of the Grafwidowmaker you aren’t in a position to make much money from her directly. However, you may remember that one of the things I do in this series is scour decklists to try and find financial opportunities. Older cards that suddenly are getting more play due to people building a new deck can suddenly become worth money, especially if they go from trash to staple the way a new deck can make cards do. I think there is money to be made on a few Ishkanah staples and there is still time to get in.

I am not going to load this article up with a ton of preamble this week because I basically am not feeling my typical, jovial self.

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This card is going to do something someday. Basically, whenever a card is unique in its effect, you need but ask whether you think casual players might one day be interested in the effect. If the answer is yes, you have a delicate balancing act to think about. Is the card good enough that lots of casual players playing lots of decks will want it but not good enough that they need to reprint, functionally or otherwise, the card for future sets? I don’t know that they’ll feel the need to give us another Assault Formation any time soon, but making everything Doran opponents in the face is a cool effect. Spiders and other big-butted creatures get a massive upgrade from this. Legacy and Modern players can even use Assault Formation to kill opponents Tarmogoyfs with their Tarmogoyfs and break up ground stalls. I mean, they won’t, but they can and that matters. You know, to me.

Modern is also giving this deck a bit of a bump in noticeability because MTG Price’s own Corbin Hosler is streaming some doofy Doran deck in Modern where you use Zur the Enchanter to snag Assault Formation so he can attack for 4. There is removal and stuff he can also grab. The deck is a pile, but if piles didn’t move prices, Travis Woo would be out of a job. You know, more. This could put some pressure on the price, also. Those two factors may not be enough to drive the price right now but all that means is that you have more time than you would if Corbin’s stupid deck got played on camera (I know he streams, but I meant a camera that has people watching.  I don’t even watch him stream and I’m friends with him. I bet even his wife doesn’t watch his stream. Still, he writes for TCG Player, now and that has to count for something. At least the card is getting put in people’s minds.

I think you have a while to move on these, but I think you’re safe going pretty deep.

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This seems like a no-brainer. I don’t know that this gets printed again easily and it’s narrow enough that there won’t be much pressure to do it even in the few avenues where they could do it. This is in a precon that theoretically has $60 worth of cards in it, but a lot of that is presuming you can get $0.50 for a lot of the uncommons. It basically has an $8 Commander Beacon, a $5 Eternal Witness and a $4 Solemn Simulacrum. These decks aren’t super worth picking up at MSRP to flip so basically the decks are going to players. This card is above its historic low but it didn’t stay there long. It’s trending up-ish thought not enough to make a pronouncement. I think there are enough $3-$5 cards in Eldritch Moon that will be $0.50 next month that you should start sheltering your value by trading for a $3 card that has upside like this. This doesn’t just go in Ishkanah decks, but 90% of the Ishkanah decks uploaded to EDHREC run it so if that deck is popular at all, this card will be, too.  If this goes down at all, I like it. If this goes up at all, I like it even more.

The rest of the deck is pretty cheap, and that’s appealing, too. When a deck can be built as cheaply as this deck can, it becomes appealing to foil the deck out. That can present challenges but people will still try. One challenge is the disparity in foil multipliers for other-format staples and also for cards that are reprinted in non-foil in Commander sets but are only foil in the original set.  $30 foil Urza’s Incubator doesn’t care that the non-foil is $4, now.

Still, it’s a deck where, once the artifacts like Door of Destinies, Ashnod’s Altar (ouch) and Sol Ring (I may skip this one) are foiled, you can finish it cheaply means people might try it. A lot of the spiders are affordable but there aren’t a ton of them and there could be opportunity here, if only just to trade the foils off.

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These come as a set, and 75% (heh) of the Ishkanah decks are running this combo. Cheap spiders are easy to buy a few playsets of affordably and watch the price go up over time.

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This was reprinted in a Commander precon which means as the non-foil price goes down, we’ll see greater and greater divergence of the foil price, which is already trending upward at points. We’re not getting more copies and even though dealer confidence went down with the reprint of non-foils, demand is going to eat copies eventually and when supply can’t catch up, the price will.

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This card, near its historic low, has a mere 10x multiplier. Standard used this and maybe Modern will, so the additional potential exposure from some crazy Modern dredge thing could give this some traction on top of a crazy foil spiders deck. Dealers are staying pat on this, but a second spike will be harder and they’ll be flat-footed so maybe take a look at this.

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Early Standard adoption messed this price up for life, basically. The non-foil is tanking but the foil doesn’t know what to do. Dealers aren’t in a hurry to race to the bottom so I feel like it’s in a weird spot. I’m not enthusiastic about its current price and I feel like it will be $3 before it’s $7. This is gross, but people may want to buy it now, and you never know if Standard somehow spikes this if people adopt Ishkanah in Standard. Strangers things have happened.

Also, buy basically every single spider that goes in the deck in foil, if you can. People who build this deck run a lot of crap spiders from the pre-foil era and a foil deck would have to leave them out (We hardly knew ye, Root Spider) but the deck is doable in foil. I don’t think a ton of people will build it, but it will be tempting once people see how cheap most of the cards are. Any cards, like Cryptolith Rite and Spider Spawning, that see play in other decks will have additional upside exposure and are better buys.

That’s about all for Grafwidow. Join me next week where the topic of discussion will be something else.

PROTRADER: Bant isn’t Simic, Forsythe!

By: Travis Allen
@wizardbumpin


Don’t miss this week’s installment of MTG Fast Finance! An on-topic, no-nonsense tour through the week’s most important Magic economy changes.


Last week, we talked about cards to keep an eye on as we got ready to kick off post-Eldritch Moon Standard, with our eyes on the Pro Tour. Our goal was to identify cards that had a lot of potential to be realized by EMN additions. We’ve already seen some appear this past weekend at Columbus. On the whole the tournament was disappointing — Bant Collected Company mirrors were everywhere, with some fairly outrageous statistics. Here’s the top 64 breakdown, weighted by finish:

ARCHETYPES TOP 64 METAGAME
Bant Company 43.8%
U/W Spirits 11.5%
B/G/x Control 10.0%
G/W Tokens 10.0%
W/R Humans 7.7%
W/B Control 5.4%
G/R Goggles 3.1%
U/R Eldrazi 2.3%
G/B Delirium 1.5%
G/B/x Emerge 1.5%
Misc 3.1%

Yep. 44% of the meta was Bant Collected Company. Nearly half the decks in the room on Sunday were the same damn thing. I’m not even sure Pack Rat was this bad.

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MAGIC: THE GATHERING FINANCE ARTICLES AND COMMUNITY