Unlocked Pro Trader: The Rest of the Best

Readers!

I want to do a bit of a continuation of the energy of last week’s article without making it a strict continuation. The truth is, Baldur’s Gate is a set that everyone is dogging on twitter because everyone whose opinion you respect doesn’t respect EDH. That’s OK with me, I honestly like people underestimating a great set. AFR was full of weird cards and it sold well just because people who like D&D bought them, and maybe they’ll keep it up? Either way, Baldur’s Gate is doing a lot financially, and maybe ignoring the “face” commanders that are mostly cards from the precon and drilling down deeper will find more hidden gems. It worked last week, it can work now.

Let’s look at the distribution from last week.

We looked at a few, and we’ll look at the rest, now. Out of curiosity, has anything changed overall?

Here is the full top 16 from last week.

Here is the top 16 today.

It is safe to say the dust has settled quite a bit. Let’s look at the last few stragglers in the Top 16 before we call it a set, shall we?

Would it surprise you to learn that Neera’s High Synergy cards are not precon cards? It’s an actual interesting list!

Stealing their cards is the best way to play Magic the Gathering and there’s one card that hasn’t gotten a reprint for some reason.

This is in multiple decks based on Baldur’s Gate usage and it currently costs $10 on TCG Player and $15 on CK. I think reprint risk is non-trivial, but I also think this is powerful enough to hit $25 if it carries on its current trajectory for another year and I’m into it. I wish I’d had the foresight to scoop a ton when these were under $5 but I assumed it was a fringe kind of card only I liked. Helm of Possession wasn’t a $30 card so how could this even hit $10? Turns out people are more aware of cards that aren’t old enough to drink – who knew?

The precon gave us a very sexy reprint which cut the value of Jeska’s Will, a really ridiculous spell, from $28 to $14 overnight. It’s rebounding a bit on CK so if you think it’s done dropping or you can live with buying in at $12 on TCG Player knowing it probably makes out at $21 this time around, there is a lot of money to be made here. You know what didn’t get a reprint?

The version that’s $21 on TCG Player and $32 on CK.

$35 on EA foils looks pretty good in hindsight!

I have talked about some of these cards before, but sometimes it bears repeating.

Adeline is a good card with a very, very ugly EA version. Lacking a credible alternative, the regular version has to do all of the work.

The regular version maxed out a full dollar higher. Bad EA versions bode well for the regular versions, but eliminate some of that “even if this gets reprinted (something almost sure to happen to Adeline) the EA version can hold some value” safety you feel, so spec at your own risk. Still, this is a future $15 card that you can get on TCG for $4.86 and this isn’t the first or last time I’ll discuss this as a spec.

Someone has kept this at $5 on their buylist as it fell from $17 to $7 and I want to know who.

It isn’t who I thought it was – they are only paying $6.60 on the foil and not buying the non-foil at all. Curious.

Circle of Dreams Druid’s EA version is plummeting to the value of the non-EA and will almost certainly get a reprint as it’s an Elf and it’s a $5 Gaea’s Cradle for new players, so maybe those EA and EA foil copies are better – just make sure not to grab a falling knife.

This deck seems very narrow. It builds itself, basically, but no one is building it enough for these cards to matter, or using them anywhere else. I don’t love this as a source for specs.

I believe this graph, however, speaks for itself. This seems like a very good card that sometimes impacts other formats. I this $6 is a bargain for a card that was 3 times that at one point.

With so many decks, it’s hard to get to them all, but it’s also a lot of opportunities for old, weird cards to get a second look, or for one card that’s not really a staple but which interacts favorably with a lot of decks built around the same few core concepts. I think if we want to dig deep, we’ll continue to find gems, and we’ll find cards like Adeline whose names keep coming up. Both of those are good things. That does it for me this week, readers. Until next time!

Revisiting Original Commander Legends

The abject failure of Commander Legends: Bauldur’s Gate has been a stark contrast to the Original Commander Legends (CMR) set, which was an absolute hit through producing powerful new cards combined with a few impressive reprints. I’ve been a proponent of buying into CMR cards for a long time, yet the singles market for this set have not yet been able to overcome the significant supply of this set so far. I believe this has been due to several restock waves of CMR being available throughout it’s time in print combined with the high price point of several signature cards, making it profitable to mass open for a profit. But since boxes went out-of-print earlier this year, the averaged sealed price has started to climb, from under $100 (when I strongly recommended them), to $120 each. As boxes dry up and sealed prices climb, it seems inevitable that singles that are not on track for a reprint (Jeska’s Will, Training Center, War Room, and Commander’s Plate) will begin to climb in price now that reprint threats of Double Masters 2022 and Bauldur’s Gate are out of the way. This is especially true for those cards that look safe from a reprint due to their power level, price point, or based on history. Below are a few cards that exemplify this opportunity.

Jeweled Lotus – Non-Foil, Foil, and Extended Art

Price today: $82 regular; $126 foil; $160 Extended Art
Possible price: 50% increase in 12 months
Confidence: 8/10
Disclosure: Own a few regular copies

Jeweled Lotus isn’t a casual card. But despite this, Jeweled Lotus has been included in 91,000 decks, making it the 19th most played colorless card currently in EDH. To put this in perspective, here’s how it compared to other expensive colorless ramp cards:

  • 1,000,000: Sol Ring
  • 177,000: Mana Crypt
  • 105,000: Chrome Mox
  • 93,000: Mana Vault
  • 63,000: Mox Diamond
  • 44,000: Phyrexian Altar  
  • 31,000: Grim Monolith

Needlessly to say, this card is played a lot! It provides a unique affect that is a must-have for certain decks. We all know this – and I’m positive WOTC knew this when creating the card. They wanted a financial anchor for CMR – and they certainly got it with Jeweled Lotus. For this reason, the price for the most basic version has held firm since CMR’s release at $70+, at one point approaching $100.

While the Foil Extended Art (FEA) price of this cards is very expensive, its recent price history was what made me evaluate it for this article. When Jeweled Lotus crushed out of Double Masters 2022, the price for FEA copies jumped to $1,000, although this hasn’t been backed up yet by a sale. Regular copies haven’t seen a similar boost yet, but I think they will over time. I believe all the other version, non-foil, foil, and extended art, are on track to post 50% gains over the next year as supply drains from the market pressuring this card to new heights. Currently the extended art and foil versions have much lower supply, but they also come at a higher price point. Overall, I think they all will do well.

A solid comparison for pricing can be found I think in Mana Crypt after it’s Double Masters reprint. While the CMR Jeweled Lotus has a much higher supply than Double Masters Mana Crypt specifically, and is played less, it is also the first printing of the card, offsetting these factors. Mana Crypt doubled quickly after its Double Masters reprint and I think Jeweled Lotus can at least grow 50% in the next 12 months due to their similarities.

Opposition Agent – Non-Foil

Price today: $10.50
Possible price: $20 in 12 months
Confidence: 9/10
Disclosure: Own a dozen copies

Opposition Agent was as cheap as $7.50 at one point but it has slowly grown to over $10 once again. This isn’t too surprising considering 52 near mint copies sold in the first 4 days of July on TCGPlayer.com, and 531 copies in the last 30 days. That’s a lot of pressure, especially if the assumption is that mass box openings will become a thing of the past soon for CMR. Given enough time, this card seemed destined to double up to $20 with potential for more.

One of the reasons I’m bullish on Opposition Agent is due to its similarities to Hullbreacher, which was an incredible card that rightfully got banned. Opposition Agent is a similar card design, but isn’t quite as oppressive, making it relatively safe from bannings for now. Yet I think the taint of Hullbreacher being a mistake will make WOTC reluctant to reprint Opposition Agent because doing so would bring up old feelings of resentment about the card design that led to both. Additionally, Opposition Agent doesn’t fit well into a preconstructed deck. It causes too many bad feelings and requires an opponent’s deck too be at too high of a power level to activate Opposition Agent’s ability. These factors make me much more willing to dump money into copies of Opposition Agent – knowing that it’s probably safe from reprints in the short term.

Commander Legend Lands – Non-Foil

Price today: ~$7/each
Possible price: $15-$20 in 18 months
Confidence: 8/10
Disclosure: Own around 100 copies of each

We’ve all known that the CMR lands were going to be profitable, it was only a matter of time. I bought in about a year after release, based on the price history of the Battlebond lands. I was early. It was surprising to me how long they stayed cheap and how the price continued to sink until recently. In April you could get many of these CMR lands for around $5/each, which was well below my buy-in. Today copies will set you back around $7 each, which is still fairly reasonable all things considered. These lands are heavily played and should post strong gains as supply begins to drain.

The main caveat is that WOTC showed a willingness to reprint these lands earlier than I would have expected when they included Training Center in the upcoming premium Secret Lair Commander Deck: Heads I Win, Tales You Lose. There are a lot of unknowns about this reprint – both in terms of whether it will have a significant impact on the price of Training Center and whether WOTC will continue to put these lands in future Secret Lair Commander Decks. I assume these $100 Commander decks will continue, but how much equity they are willing to burn on lands within them is an open question.    

Are We There Yet?

No, I’m not talking about Double Masters 2022, which isn’t officially releasing until next week. Nor am I discussing Commander Legends: Battle for Baldur’s Gate. What I’m thinking about is Kamigawa: Neon Dynasty, and if we’ve hit bottom. 

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Cliff (@WordOfCommander) has been writing for MTGPrice since 2013, and is an eager Commander player, Draft enthusiast, and Cube fanatic. A high school science teacher by day, he’s also the official substitute teacher of the MTG Fast Finance podcast. If you’re ever at a GP and you see a giant flashing ‘CUBE DRAFT’ sign, go over, say hi, and be ready to draft.

Unlocked Pro Trader: The Still-Shifting Landscape

Readers!

Last week I wrote about how the landscape has shifted a bit and as people actually got Baldur’s Gate cards in their hands, and I feel like I should admit that the landscape continues to shift and every article is merely a snapshot into a fluid situation, further compacted by the fact that Dominaria United previews will start any day, now. Fortunately, we still have some time to figure out some cards that have some velocity because they’re in decks that aren’t tearing up the charts but are still getting built quite a bit. Let’s look at the lesser known decks in Baldur’s Gate (I don’t remember the name of the set, go with it).

The obvious ones are still doing really well, but what about the ones that are not obvious are are not doing as well? Not exactly the dregs, but certainly not the decks ending up in the top-built decks from the last week. Compare Raggadragga’s 716 decks to some of the others.

The 347 Kadira decks aren’t exactly pulling the same weight, are they? That said, they are still pulling weight and we have ignored them for a few weeks. Let’s not do that anymore, shall we?

All precon cards. We talked about this last week – A ton of the high synergy cards are directly from the precon and I don’t know what to do about that. We could filter them out but then you’re getting some fairly low synergy scores and you might as well just look at top cards, which are likely Orzhov staples.

There aren’t enough Party-based decks in the world not to make Coveted Prize a perennial stinker, and going down below the “Top Cards” cutoff seems… fraught I guess is the word. Still, we should soldier on and see if we can find anything here.

This could take a minute, but every time I swing with this and activate it, someone asks “wait, does it really tutor when it swings?” Yes, this card is slept-on because Kaldheim is slept-on. This card, however, has solid fundamentals imo.

I don’t love looking at the raw number of inclusions as a substitute for analysis, but if this card is in this many decks and no one told the price, it’s a matter of time until this butts up against reality and becomes the price it’s supposed to be. Yeah, they’re printing everything into Bolivian right now but that doesn’t mean even the supply we got can keep up with this demand. A new card making this obsolete seems more likely than a reprint. Unfortunately, it seems more likely than a lot of things.

You can basically copy everything I said about Varragoth and apply it here. In fact,

This could take a minute, but every time I swing with [another creature] and activate it, someone asks “wait, does it really tutor when it swings?” and I say “no, you’re thinking of Varragoth.” Yes, this card is slept-on because Kaldheim is slept-on. This card, however, has solid fundamentals imo.

I don’t love looking at the raw number of inclusions as a substitute for analysis, but if this card is in this many decks and no one told the price, it’s a matter of time until this butts up against reality and becomes the price it’s supposed to be. Yeah, they’re printing everything into Bolivian right now but that doesn’t mean even the supply we got can keep up with this demand. A new card making this obsolete seems more likely than a reprint. Unfortunately, it seems more likely than a lot of things

Despite the enormous handicap of coming from Wisconsin and working in de lumberyard dere, this guy manages to craft some chaos wherever he goes. I can dig it. How much chaos?

Cards that aren’t included in the precon! What the WHAT?

I think this is likely to be a much more expensive foil soon. The set has been out a year and boxes are pretty expensive on this already. I’m confident we will see a lot of growth on this barring a reprint in foil.

We are currently at this point in the graph, if that makes this any clearer. I like foil Nightblade a LOT.

This is quite possibly the ugliest premium version I’ve ever seen.

And the foils are about to be dirt cheap.

That said,

Barring a reprint, this goes to $10. That said, a reprint seems kind of likely and there is no foil or premium version that can insulate this card from the shock of said reprint. This has the juice to hit $10, I just don’t know how much time we have. If you’re squeamish, put your dollahs elswur.

Well hot damn.

$10 on CK was the floor on these and CK is already asking $15. It’s not unreasonable to assume this can hit $20. A lot of Jumpstart was opened because the first print run was small, the prices were nuts and excitement was high. Then boxes came out and people bought then at $80 feverishly because they were so laden with value. Then the market realized a ton of singles were in it and supply was basically infinite and prices bottomed out. We’re for sure in an upswing, though, and this is on its way to, and I’m speculating, $20ish. Plan accordingly.

That does it for me this week. Next week we’ll dive even deeper unless another set has come out by then. Until next time!

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