Tag Archives: Speculation

PROTRADER: The Fall

What I want to talk about today falls more under the realm of Magic economics, not Magic finance. I want to explore a couple different concepts that may turn out to be farfetched, but have nonetheless grasped my attention. This is going to be largely theoretical at first, as there is a wide-range of stated positions even within the involved parties. Lastly, this is not an indictment (yet) of any political figure, organization or belief; although my personal views are probably somewhat apparent. My goal here is not to insult or inflame, merely to play out some scenarios that could have a tangible impact on Magic. I realize that in the grand scheme of things that a card game is not the top priority on everyone’s list, but perhaps you can apply the thinking to other aspects of your life. What I’m building towards is evergreen information, but the potential causes are in this case shaped by recent political events.

Make Dominaria Great Again!
Make Dominaria Great Again!

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expensive cards

ProTrader: Magic doesn’t have to be expensive.

PROTRADER: After the storm

So last week was originally intended to be sort of a “Week 1 Winners and Losers” bit, along the lines of what I have done in the past. That piece didn’t go up due to scheduling complications courtesy of Hurricane Matthew- fast-forward to THIS week, where the Pro Tour is starting on my USUAL publishing day. What I have decided to do is include the parts of last week’s piece that are still relevant (updating where necessary), while including my PT expectations as well.

Obligatory "Blue Hurricane" insert.
Obligatory “Blue Hurricane” insert.

LOSER: CHANDRA, TORCH OF DEFIANCE: Chandra was almost inevitably going to be branded as a bust coming out of the gate. It is nearly impossible for a planeswalker to perform well enough to justify a $60 price tag in a new format, and Chandra’s intangibles (RR casting cost, the fact that she’s red at all) only made that harder. Of the mono red planeswalkers, Koth of the Hammer probably had the best career; all of the others were gadget roleplayers at best (Sarkhan Dragonspeaker falls somewhere in the middle). I’m not sure where Chandra’s home is, in the sense that she doesn’t seem to play any singular role exceptionally well. Ignoring Jace, the Mind Sculptor, all of the best planeswalkers can be slotted into fairly definitive roles- Liliana of the Veil is the Pox/grindy attrition planeswalker, Ajani Vengeant is the Zoo topper, Nahiri (the good one) fit perfectly into Modern Jeskai control strategies. If Chandra is able to have a dominant weekend at the Pro Tour (multiple 4x decks in the Top 8, including some camera time in the finals), then its possible that the price bounces back. More likely, however, is that Masterpieces continue to exert downward pressure on rares and mythics, and Chandra eventually bottoms out somewhere around $18-22. At this point, the only thing keeping her up is SCG not wanting to drop the price from 60 to 30 so quickly.

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ProTrader: Magic doesn’t have to be expensive.

PROTRADER: KALADESH STANDARD SET REVIEW, PART 2

Welcome back to the second half of my Standard Kaladesh review. I actually may have saved a bit TOO much for today, so we REALLY gotta get started. You can find last week’s installment here.

<h3>The rest of this content is only visible to ProTrader members.</h3> <h4>To learn how ProTrader can benefit YOU, <a href=”“>click here to watch our short video.</a></h4> <a href=”“><img class=”aligncenter size-medium wp-image-5886″ src=” …” alt=”expensive cards” width=”300″ height=”225″ /></a> ProTrader: Magic doesn’t have to be expensive.

PROTRADER: Masterpiece Theater

Okay, so just a little programming note here at the top- today’s previously scheduled set review has been pushed back a week in light of recent events. You know exactly what I mean. Today is going to hinge on the announcement of Magic’s new Masterpiece Series, the various impacts it has had and will have moving forward, and then we will talk about the offerings in the Kaladesh edition in particular. My expectation right now is that future Masterpiece editions will not require an entire article, but we will see how that shakes out in a year from now.

 

Okay, so… wow. The Masterpiece Series. Huh.

This is probably the best way of verbalizing something I have been grasping at for a while, and I don’t think I quite got it myself until now. The market system that we have been operating has been changing over time, and I think it has reached the point where it is categorically different. The printed supply of new sets for the last year or so has seemed to sufficiently saturate the market, and the addition of Masterpiece sets seems to be intended, at least in part, to push sales. Per MaRo’s announcement on Monday:

Challenge #1: Keeping Standard Accessible

Standard is the most-played Constructed format. It’s designed as an entry point for players who wish to play Constructed Magic. Through market research and social media, we learned that many of the players who were interested in playing Standard felt it was something beyond their reach. We had to find ways to address this.

we found that Zendikar Expeditions drove more players into the Battle for Zendikar block, which resulted in greater accessibility for all the non-Expeditions cards. Zendikar Expeditions actually made it easier to play Standard. Hmm, a way to address challenge #1.

I don’t want to pull too much from my original piece for this week, the Standard Set Review, but I think its important to realize that a major driver of the Masterpiece Series is pushing more people towards participation in Standard. It makes sense, given that Standard has the most impact on WotC, while serving as perhaps the best form of advertising when healthy. While depressing the value of singles makes for a player-friendly format, it only benefits dealers if it generates new or lapsed former players for the market. Even if we see an increase in new players, I’m not sure it will be immediate, nor do I think we can expect the kinds of huge gains that were happening over the last several years. It’s unlikely that another set will sell out the way RTR did, even with the added incentive of potentially opening a sweet StarGate Crucible of Worlds.

It kinda looks like a StarGate.
It kinda looks like a StarGate.

Enough people have talked about the short term effects (cheap Standard) by this point, so let’s go ahead and sim forward a few years.

5 YEARS OF MASTERPIECES: My guess here is that outside of a very few cards (design or development flaws, a la Collected Company), we are not going to see many new cards hold much value after rotating out of Standard. Masterpieces will slowly be “normalized” in the sense that focus will trend more towards a few inclusions rather than the appeal of opening one at all. I expect player growth to be plateauing by this point.

10 YEARS OF MASTERPIECES: At this point, it’s likely that the Masterpiece Series is suspended OR has evolved over time in ways that are difficult to predict. The Kaladesh Series only includes 5 cards from the set itself (the marquee “titans” of the block), but I suspect that that ratio of new cards to old cards may shift as the viable reprints winnow. WotC is likely going to have to swing harder as the years go on, just because pricing will likely become normalized. Preorders for Zendikar Expeditions were wild because it was new territory, in 2026 it’s likely that the financial algorithm is largely solved. Call me crazy, but it’s possible that Hasbro and WotC slowly start to peel back Reserve List restrictions and that in a theoretical distant future there are Masterpiece Underground Seas. This is assuming that player numbers REALLY suffer to a point where the game has contracted significantly.

We’ll see how all of that shakes out down the line, and I do think it will be worth examining the success of the series this time next year. For now, let’s talk about what we know of Kaladesh Inventions and what it tells us about Masterpiece philosophy:

  • This is an ‘Artifacts Only’ set.
  • There are 24 inclusions in Aether Revolt, 2 of which are Swords, and likely 5 of a new cycle.
  • WotC is not afraid to include constructed staples (Aether Vial) or otherwise unsupported mechanics (Metalcraft).
  • Flavor is a meaningful factor.

So we can expect very straightforward themes, at least in the short term, hinging on things that are both easy to boil down while staying in theme with the world. Kaladesh is an artifact-centric plane, so the Masterpieces are literally exhibits at the county fair or whatever. Some of the cards were re-flavored better than others (isn’t Brighthearth a place?), but mostly everything fits in well with “artifact only subset” and “Kaladesh County Fair Exhibit”. There can and will be split cycles, even though WotC probably messed up by putting two of the worst swords together by themselves in the second set.

I'm not saying that this is the worst sword, but it's not the best.
I’m not saying that this is the worst sword, but it’s not the best.

Just as Oath had some REALLY spicy Expedition lands compared to BFZs straightforward cycles, I expect to see some more aggressive printings there as a means of bolstering a smaller set. Aether Vial is an interesting choice because it is almost exclusively played in formats where it is at a 4x. Just as utility spells (like Char) were singled out as “mostly going to stay at rare” when mythics were announced, it is interesting to see that not all Masterpieces will just be EDH upgrades. This creates a situation where some Masterpieces are wanted in multiples, compared to things like Mind’s Eye, which will be wanted as individual copies. Expect much higher prices here as people compete to complete sets. Flavor and commitment to theme kept out things like Phyrexian Metamorph and Arcbound Ravager, but Metalcraft was not an issue. This means that as long as the textbox is the only restriction, it’s likely that cards that otherwise wouldn’t make the cut are able to fudge their way in.

I’m not sure its worth speculating on what may be in Aether Revolt (other than the two swords and some number of currently nonexistent cards), but is it fair to say that I expect it to be the “better” of the two?

Also, I don’t think it is going to be wise to try and bet on what will and what won’t be included in a set. My advice is to just avoid any big risks until this problem is solved.  Ironically, this means gravitating MORE towards Reserve List staples and smaller newer stuff with a higher sale velocity.

Let me know what you think about these, and your thoughts on the Masterpieces in general. We’ll talk about the REAL Kaladesh set starting next week, including this card which seems to have a rejected Paramore album cover as the artwork.

That's what you get when you let your heart win.
That’s what you get when you let your heart win.

Best,

Ross

PS- I’ve been on a big MST3K binge literally since the announcement of Servo tokens, and Club-MST3K.com has every episode for free with no commercials. This is my way of circulating the tapes in 2016.

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