PROTRADER: All About That Jace, Vryn’s Prodigy

Bad headline puns aside, it’s true that kid Jace is everywhere these days. That is, if by “everywhere,” you accept “in the headlines” as a fulfillment. The truth is that Jace isn’t the powerhouse in eternal formats he’s made out to be, but he is a good planeswalker that sees play and rightfully is earning a lot of attention right now.

I’m going to start this week’s article with a video I made on the subject (rough transcript quoted below), and then delve into deeper specifics of what I see the future of our newest Jace to be.


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Colorless Transparency

(Credit for the cover photo alterations goes to Sean, @SeanOhhhh on Twitter.)

So, uhhhh… how about that Jace, eh?  Actually, I really don’t care about the card. I’ve never even owned an Origins Jace, and I certainly don’t plan on buying in at $80. You’ll hear about the mono-blue mind master in much more detail from several of my colleagues this week, so let’s move onto something much more interesting.

Something Much More Interesting

You know what? Let’s check out “today’s most interesting cards” from this past Monday, because that sounds like a fun day that I definitely picked at random.

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Oh, darn. According to my ProTrader email, nothing interesting happened that day… OH, WAIT.

spawnsire today

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So that finally happened, although I don’t think it’s a coincidence that last week’s article was literally all about Spawnsire of Ulamog and why I thought it was a good spec target at $3. When I wrote that article, the card had crept up to $4, and I even advocated *not* buying in anymore if you were trying to make a profit. Parroting last week, buying in at $4 means that you’re hoping for the card to hit $8 or $9 before you can start to see worthwhile and noticeable margins. As a personal rule, I don’t buy unless I’m confident in my ability to at least double up.

As you can see by the pictures and timing of the whole thing, my article looks like it was the final stroke required to convince some number of people to buy the last 30 or so copies that were available on TCGplayer, and the half dozen left on eBay. I seriously doubt that these people are going to make any money, if it’s any consolation to you.

My hope for the rest of this article is to show two things. First, I want to be as transparent as possible about all of my suggestions to speculate on Spawnsire, be clear exactly where I made money, when and how I bought and sold each of my copies, the areas where I went wrong, and how I would change my approach in the future. Second, I want to explain the concept of the greater fool theory, a topic that Jason Alt first intertwined with MTG finance a couple of years ago back when Theros first came onto the scene. It’s been a little while since then, so I’ll provide a refresher.

Time Warp

Alright, let’s take a trip down the magical mouse-wheel and scroll back to about five weeks ago.

Pucaspawn

August 30 was the first time I mentioned Spawnsire on Twitter. I subsequently grabbed a dozen or so copies on PucaTrade, because I very rarely buy into a spec target with cash. Most of my “speccing” comes from buying large collections or lots of singles at buylist or below, and setting aside the cards that I’m anticipating will go up for later. While I don’t always get the quantity or card that I’m specifically looking for by using this method, I’m almost guaranteed to not lose money in the long run if the end result is different than my vision.

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Fast forward to September 4. I noticed on my daily check of the MTG Stocks interests page that the foil version of Spawnsire had doubled, seemingly out of nowhere. I didn’t own any foils, but I did see that the non-foil was still hanging around the bottom of the interests page. At this point, I was very confident that the card was primed and ready to spike within a couple of days, following the trend of the foil.

I bought the copies that you read about in my article last week from Star City Games, because I saw a perfect storm of reasons to pick them up there: SCG was the cheapest place to buy, I could get 36 copies at once, and I was guaranteed that they would ship. I continued to check the stock on TCGplayer for several days, and it continued to teeter anywhere from 33 to 50 sellers at any given time. There were stores listing new copies, and then they would get eaten up, although I’m not sure if that was the work of non-competitive players looking for their copies, or speculators following the feed of information that I was providing.

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And here we are about a week after I bought my copies from SCG. Unfortunately for me, they simply restocked another 40 SP copies a day or two after I cleaned them out, so it meant that there were still a lot of casual players who would need to pick up their Spawnsires at $3 to $4 before I saw any sort of profit. I didn’t want to buy anymore than I already had to force the market to move. Getting rid of 50 copies of a casual card that was likely only a one- or maybe two-of of in a deck was hard enough, so I held back.

In hindsight, I should have also tweeted here that SCG still had 40 copies in stock.  I focused too much on the TCGplayer and eBay stock affecting the price, and should have tweeted back on the 13th that SCG still had a bunch of copies, and that they were probably the place to buy them if you needed Spawnsires to play with.

That was my last tweet before the last of the supply on TCGplayer and eBay disappeared on the evening of October 5. I really wish I had written my last week’s article three weeks ago so that it didn’t coincide with the actual release date of Battle for Zendikar. I would be interested to see if Spawnsire’s available supply decreased at a similar or identical rate without my article, simply because of the set release allowing casual players to get their hands on Battle for Zendikar and start crafting their Eldrazi decks.

Similarly, I wonder if my article would have been enough of a match in the powder keg to spark a buyout three weeks ago, without the set being released in the same weekend. As things played out, though, I think it was the combination of both factors that made the buyout happen. Now, let’s take a look at what I did that night as a result of the buyout, regardless of who bought the copies that started it.

VICTORY

This screenshot was taken on the night of October 5. As you can see by checking your own TCGplayer mid prices, Spawnsire has settled since then at around $6 to $7, right where I was hoping for. Immediately after I noticed this jump, I went to TCGplayer and listed my own copies. I put up 37 NM copies for $6.99 (if you’e been keeping track, I only got 15 or so NM copies from PucaTrade. I graded all of the 35 SP copies that I got from SCG, and I personally felt that almost half of them were NM. SCG’s grading system is extremely rigid). I also put my 17 SP copies up for $6.49 and crossed my fingers.

While I waited to get lucky and hopefully sell some Spawnsires into the hype, I went to SCG to see if they had been bought out as well. Did the instigators of the buyout really grab all 40 of SCG’s SP copies? Well, not exactly.

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While the cheapest copies of Spawnsire on TCGplayer were my own at $6 to $7 and eBay was completely empty, SCG still had 40 SP copies on their website sitting at $3.35 each. Huh. While this is definitely a risky move and I wasn’t sure if I would be able to sell all of these, I felt that I would be able to slowly move them on TCGplayer or through trades at $6 to $7 a piece, eventually making a strong profit. It would take a while and tie up my money, but I didn’t really put a lot of time into thinking about it. I was concerned that someone else would snap them up before I did, so I hastily jammed them all into my card and swiftly made it through checkout.

Ugh. Now I had to move almost 100 of these things. I went to bed that night thinking of strategies of how I would move more than 90 freaking Spawnsire of Ulamogs. Maybe if I got lucky, one buylist would hit $4.50 or $5 and I could just sell them all en masse for a small but safe profit. Facebook would probably be a strong outlet, as there are a ton of non-competitive players in all of the groups that I’m in. I could jam a few in my display case, because I mostly market myself to EDH and newer players out of the store. I’m sure some of them will want to build Eldrazi decks, and slam Barrage Tyrants and Desolation Twins into play with Spawnsire. Hmmm…

Greater Fools

Alright, now we’re almost caught up to present day. I got out of my sports psychology class Tuesday afternoon to check my email, and I was happy to see an email from TCGplayer. I had a Spawnsire sale! The first of many, I’m sure. Although it would be a slow process, I would eventu—

TCGspawns

Uhhhhhhhh…

Well, alright then. Either this person knows something that I don’t, or he has a really weird thing for tentacles. One person bought out all 37 NM copies for $6.99 each, so I suppose that solves one of my problems. Obviously no player buys 37 copies of a single spell that’s not a Shadowborn Apostle or Relentless Rat, so this is a purchaser looking to make money. I’m assuming that this person doesn’t read my articles, because I suggested the exact opposite of what this party did. If you buy in at $7, then you’re looking for Spawnsire to hit $13 or $14 before you sell, and you plan to sell 37 of them at that price?

According to the greater fool theory, irrational buyers will set the price of a commodity when that thing’s price is not driven by its own intrinsic value. In this party’s mind, they’re not the fool. They’re going to sell to some other guy who’s a greater fool.

“I can’t wait to get these 37 Spawnsires, so I can sell them to some guy for $10 each. I’ll make like a hundred dollars because I’ll get approximately $3 profit off each one.” –Spawnsire Sam

The problem here is that you’re assuming that person exists, and that the market will still be as volatile as it was when you bought my copies. I’m shipping those Spawnsires out on Wednesday afternoon, so the buyer probably won’t get them in the mail until Monday. Do you still think Spawnsire is going to be $10 on Monday? Hell, it dropped below $10 already, and it’s probably still going to be $7 when this article goes live on Thursday.

When I bought Spawnsires three weeks ago, I had a choice when I saw the spike happen. I could either sell them immediately by racing to the bottom of TCGplayer (an option that I only have because I had the luxury of having copies in hand from three weeks ago), or I could take a greater risk and try to predict that the price would stay at $10, $11, or predict that it would go to something like $15. The choice I made is pretty obvious: I took the safer route. Move the cards, lock in the profit.

The party buying my Spawnsires had a different set of choices. They could either buy my $7 copies, hoping to sell them for $10 or $15 as soon as they get them in the mail (what they did), or they could stay out of the game entirely. The bus already left the stop, and this guy is trying to take the elevator to the fourth floor of his apartment building and parkour from the top of a roof to land on top of the bus, all so that he can hand out free Spawnsires to all of the little boys and girls. I didn’t feel confident that my copies of Spawnsire would be able to sell at anything above $7. More specifically, I didn’t expect any fools to come along and believe that there would be any greater fools to buy at $15.

Unfortunately, I’m still not out of the woods yet. I have to sell the 40 copies I’m getting from SCG in the next week, and that’s going to take, uhhh… a while. Only one buylist has hit $4 as of right now, and I doubt there will be many that go above that. In hindsight, buying these additional 40 wasn’t the best move, but at least I won’t lose money on the purchase.

End Step

Are you tired of Spawnsire yet? I hope so. It’s been a while since I’ve dissected a spec to such a degree, but it was a lot of fun writing both of these articles. I hope everyone learned at least a little something, even if it was, “Don’t buy 37 copies of Spawnsire of Ulamog at $7.”

Let me know what you thought of my article through Facebook, Twitter, or in the comments section below!

PROTRADER: Battle for Zendikar Weak Zero

By: Travis Allen

Tired of reading about this weekend’s SCG Open? Well it’s only Wednesday buddy. You’ve got three more days of it.

The first story of the week is Jace, Vryn’s Prodigy. Holey moley. On Friday night we were treated to #saitowayfinder, which is when Saito posts photos of tons of sweet brews for a new Standard format on Twitter. He first did it a year or two ago, and since then, I’ve seen pros explain their Pro Tour testing as “refreshing Saito’s Twitter and playing cube.”

Jace

What immediately jumped out at me looking through Saito’s lists was just how many copies of Jace were showing up. I remarked as such online, and thought to myself that I should really get around to picking up a set before they made it over $50. By Sunday afternoon, Jace had sold out, and as of Monday, he’s about $70 for a NM copy.

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Making More Enemies

Welcome back to the articles series that tricks finance people into caring about EDH and tricks EDH people into caring about finance. I like the concept of “edutainment,” but I think I am beginning to like the concept of “eduception” better. It’s like that video “Donald Duck in Mathmagic Land”  where you realize after the fourth of fifth viewing—this is a great alternative to Fantasia while dropping acid, by the way (seriously, don’t drop acid and watch Fantasia. I can’t speak to the acid part, but I have watched Fantasia enough times to know that the experience will end with you in a padded cell)—that it was trying to teach you math. You just watched a math video, nerd. You’re a disgrace to that Pink Floyd T-shirt.

Last week, I talked a lot about what could happen when Wizards prints more Commander sealed product, and while a lot of it involves crushing $5ish cards into total powder, some of it involves, potentially, getting Wurmcoil Engine back, making it cheaper for a minute, selling a ton of product, and us not losing too much money on Wurmcoil Engine. It’s a great situation to be in.

Can we see other Wurmcoil-tier reprints? Maybe! Do I know what they are? No, but I can guess! Last week, I identified some cards in the appropriate price range that would get more copies in players’ hands, not tank the value a ton, and make the product attractive for years to come. Could every deck have something this good in it? Maybe. It really depends on a lot of factors, not all of which we can anticipate.

What I can do is warn people holding onto some cards that are likely to see a reprint while it’s not too late to dump them. If they don’t get reprinted, you can grab them for the same price later. Let’s talk about what could be in this year’s wave of enemy-colored Commander decks. My hope is that I’ll get through two colors today, because I won’t have to introduce the concept of the series like I did last week, but you know me. If I only get through Golgari today, this three-parter could turn into a five-parter, but I doubt anyone will complain because the only way that happens is if there is too much value in this installment. Let’s start demonstrating some of that value.

Golgari Stuff

Remember the wiki article I linked last week?  I’ll be using that as a guide for the potential themes of the deck. These are things Golgari does well and one or more is certain to be featured in a Commander deck.

Reclamation

Golgari is going to get stuff back from your graveyard. White does this okay, but since the days of Animate Dead and Regrowth, we’ve seen Golgari plant a flag in this territory.

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This is a card that honestly could shrug another reprinting off. How is this $10? The Duel Deck version is closer to $8, but that’s still absurd for a card with two reprintings. Duel Decks don’t always tank cards, of course, but this is a non-mythic in Modern Masters as well. This is great for a lot of graveyard-based strategies—letting your mana recover from greedy digging, letting you reuse lands like Ghost Quarter and Blighted Woodland (Wizards is not putting Strip Mine in a Commander precon) and jams more crap in your yard for later recovery. It’s a solid card, is at the right price point, and I regret not saving this for the end of the article. This was literally the first card I thought of.

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I made some money off of this card, so naturally, I love it. Standard players didn’t see it as the, “I’m playing Abrupt Decay literally every turn” engine I saw it as, comparing it instead to Staff of Nin, but Caleb Durward played one copy in his sideboard, which caused it hit $8 briefly, and I buylisted a hundred copies for three times what I paid for them. What a great weekend.

Anyway, this seems like the kind of card that, while it doesn’t need a reprint, could get one. Bulkish rares have been crushed into true bulk under the wheels of a precon with a theme before.

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This is another card that doesn’t care how many times you reprint it. The cheapest printing is still $7 and it could probably shrug some more off. The cool thing about reprints in precons and such is that the rarity doesn’t matter—it may have a silver expansion symbol but there are exactly as many Izzet vs. Golgari Eternal Witnesses as there are Life from the Loams.(Lives from the Loam? [Ed.: Nah]). A card originally printed at uncommon is still super hard to find when the copies get cleaned up as quickly as they do, and they’re not three times as abundant as rares in precons.  This isn’t as bad a candidate as it seems, and if it dips in the short term, it’s sure to recover.

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This is a card that it wouldn’t suck if Wizards reprinted. Expensive enough to be in the Wurmcoil sweet spot and ubiquitous enough to likely see its copies gobbled up, a reprint of this might not be too bad for the non-foil price and wouldn’t touch the set foil or judge foil. Still, I could see this card reprinted, in a new border without the tombstone by the name, sort of like the judge foil. I could see this in a Golgari Commander deck quite easily.

Exiling from the Graveyard

This is an ability we see in these colors, but I’m not sure there is a ton of money to be made predicting what we’ll see.

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Look at me, I’m Nostradamus, except I predict the obvious with pinpoint accuracy.

Perhaps there are real cards that would be affected, though.

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This could be shot down mid-recovery, and while there isn’t much precedent for a card from Commander precons being reprinted in Commander precons, this would at least be on-theme. Modern will want this card forever, Legacy will want this card forever, and even Commander will want this card forever. It’s not quite Wurmcoil-tier in terms of price, but it certainly does work, doesn’t it?

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Does this feel “wrong” to anyone else? I don’t know what it is about this mechanic. It seems too, I don’t know, proactive compared to much of the reactive graveyard hate that is a little more judicious and targeted. This seems like a card Wizards wouldn’t put in a precon. It’s too efficient and unreliable.

Still, the price is right and a Commander reprinting certainly hurts the upside of the non-foil a great deal. M11 hurt the foil significantly, but that sort of thing can happen. It seems unlikely we’ll see another reprinting in a real set, so the foils seem pretty safe. As much as I am not sure the precons will jam something like this, the possibility exists. If it did get the nod, the strong growth we’re seeing would be impacted severely.

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This has little or nothing to do with EDH, but this card is pretty good in Modern and even better in Legacy—especially Legacy. Even Vintage could benefit from a card like this. A free, surprise, Crypt against Dredge, especially in Vintage, seems effective.

How is this foil only a stinkin’ dollar? I am sure I’m overstating its playability or something. I don’t know how else to explain the discrepancy between  how good I think it is and how cheap it is. EDH players might like a card like Grave Consequences, also, but that’s only a quarter and is likely to stay there.

Regeneration

Not an exciting theme, but you don’t need to build around the theme to jam a few good cards with regeneration in the deck.

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You whippersnappers won’t remember this, but this card was $20 for one glorious weekend. I was opening these and trading them for two copies of Supreme Verdict, four copies of Detention Sphere—all kinds of insanity. That was back when people still traded in person, mind you. Crazy times we were living in. This was before the movie Frozen came out and it sucked to be a parent.

Nowadays, it hardly matters if this gets reprinted or not. There are better trolls, but this does more work in a Golgari deck that wants more than just a Cudgel Troll.

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This card used to buylist for next to nothing. Now it’s a real, actual card. It’s pushing into Wurmcoil territory and wouldn’t suck as a reprint. This card does work. While it “feels” a bit more Selesnya than Golgari, I think we can all agree this would be a welcome reprint. I’m not saying sell these, but I will say maybe wait to buy.

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This is a very, very specific card for a very specific set of circumstances, but Wizards has reprinted utility lands in Commander product before, and this is certainly itching for it. Wizards will need to find a way to reprint this soon or it’s going to continue to grow out of control. This is not just for rat decks, either, as it regenerates cards like Taurean Mauler and Mutavault. We’d need a strong rat or squirrel theme making this more of a wishlist reprint than a likely one, but this is a card I wouldn’t invest heavily in, as it’s likely to see reprinting in the future.

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This seems more likely. I feel like any day now, a Commander deck or some other manner of supplementary product will give us a reprint of the Hollow. This is a great utility land for a green EDH deck, and since green is the best color in EDH, this is a good candidate for a lot of decks. This has hovered around $10 to $12 for a while, and it has some upside if it escapes reprinting in this year’s Commander product, though how much upside I don’t know.

J/K. As Justin pointed out below, Hollow is on the Reserved List. And why not? It’s way better than Citanul Centaurs. I guess we’re stuck with Yavimaya Hollow at its current price and higher, which sucks, but with no real way to reprint this card, the sky is the limit.

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Thrun is a pretty narrow basket to put so many eggs in, but you can do worse than a very good creature if you’re looking for somewhere to stash the value from a set. I don’t see this as super likely, but this is a creature that regenerates and isn’t total bulk. It’s good enough in Modern and even fringe Legacy strategies that we could use an unobtrusive way to reprint it, but maybe the price is too high for that, now.

Permanent Destruction

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This is the card a lot of people think will be a shoo-in. I’m not so certain. While this certainly does work, I see it as similar to the “why put Vindicate in a precon when Mortify is almost as good at dealing with the stuff in the other precons?” argument I proposed last week. I’d like to see Maelstrom Pulse, and it certainly could use another printing, but I don’t like the odds.

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This reprinting wouldn’t upset too much, and with the Conspiracy printing already attenuating prices, this seems like a fine candidate. As long as we don’t get stupid Plague Boiler, I’ll be okay. I don’t think this is too good to reprint, and I don’t think it’s too expensive to reprint. Pernicious Deed isn’t what it used to be, and EDH certainly isn’t driving its price up much. This would be fine.

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A true EDH staple, this card has shrugged off multiple printings in Planechase and a Duel Deck. Its growth would be attenuated for sure, but likely would climb after a matter of months to a year, and getting more copies out there wouldn’t kill anyone. I see this as pretty likely, but which art would Wizards choose?

Elves

The wiki doesn’t say anything about this, but green-black could get some elves. This would be a decent place to jam a few elves to bring down the cost of some of the nuttier ones that haven’t gotten reprints lately. Which ones? I dunno.

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This is pretty much insanity. A reprinting would make it affordable and mean you don’t need to pay fetch-land prices for an uncommon mana dork. Obviously last year’s green Commander deck would have been a better venue, but this oversight can always be corrected. Will it? Likely it will, but not in the Commander deck. There are some elves I expect to see, though.

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This has already been crushed into powder, but sometimes Wizards reprints cards so they will be playable in the deck. This seems like a good choice. This is a card I could see being the commander if I weren’t so certain they’ll have a new card at the helm. This is a lot like Teysa in the Orzhov deck. Whether or not we need this financially, I think we’ll get it.

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This won’t have much financial impact, but this is a very Golgari card. I like this both at the helm of its own deck and in the 99 of decks like Prossh and Shattergang Brothers. This card does serious work and is a must-kill for opponents.

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Glissa is sneaking its way up to the $5 mark. I don’t know if it’s not too narrow to go in a precon, but if you jam a Mind Stone, a spellbomb, and a Sylvok Replica in there, you might see this do some work. It’s very Golgari and being able to fetch cards out of the ‘yard plays well with dredge. Who knows? This could be in there.

Wurmcoil-Tier Possibilities

Other than Genesis and Asceticism, which cards do I think have a decent shot at being the Wurmcoil of the Golgari deck, if there is one?

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Lord of Extinction may be one of the EDHiest cards ever. This is pure “big creatures do work,” and I love it. This gets huge, and when shot at someone’s dome with a Jarad, usually ends the game for that person. It’s just solid, will work in the EDH precon no matter what the theme is, and could use a reprint to bring the price down, though Wurmcoil shrugged its reprint off and this could, too, depending how popular the deck is. A sicko new card for Legacy is always a possibility.

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Maybe this is too cheap, but this seems on-flavor, at least. I could see this getting a reprinting soon, but I wouldn’t necessarily bet money on it.

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I know I said this could go in the Orzhov deck, but this would work in a Golgari deck as well, and everything I said last week about this card still applies.

Final Thoughts

Remember how I thought I might get through Golgari and Simic today? Yeah—not happening. I’m way over my word-count cap, and I don’t even care. You’re welcome for all of the value. Next week, we’ll tackle Simic, meaning I guess this is a five-parter now.

Argue with me, please. What did I omit or get wrong? Leave it in the commentses, you nasty readerses. Got any beef with my picks? Did I omit your favorite Golgari card? Will the Wurmcoil-tier card only be in one deck? Do you have predictions for Simic? Leave it all below. Until next week!

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