Are you a Quiet Speculation member?
If not, now is a perfect time to join up! Our powerful tools, breaking-news analysis, and exclusive Discord channel will make sure you stay up to date and ahead of the curve.
Data analysis in a stable system creates and eliminates opportunities. On the one hand, there is a consistent target to pull apart, dissect, and discuss. Why is this trend as it is? How might it be overcome, does it need to be overcome, etc? On the other, you tend to start repeating yourself when this continues for months on end. This is where I'm finding myself in this fifth month since Lurrus of the Dream-Den was banned.
Checking In
I swear every month that I'm not going to make it all about UR Murktide being the outlier among outliers in Modern. I've said everything that could possibly be said already. However, there is simply no escaping it because look at the data! However, that's not all that's going on, and getting past Murktide (or trying to, anyway) does suggest that Modern is dynamic beneath the surface.
| Deck Name | March % | April % | May % | June % | July % |
|---|---|---|---|---|---|
| UR Murktide | 12.92 | 14.65 | 13.37 | 14.14 | 19.46 |
| Cascade Crashers | 7.58 | 7.55 | 5.49 | 5.20 | 2.09 |
| Hammer Time | 6.74 | 10.3 | 7.16 | 9.36 | 11.09 |
| 4-Color Blink | 6.46 | 5.03 | 10.74 | 9.98 | 3.77 |
| Living End | 6.18 | 7.32 | 6.68 | 3.95 | 6.28 |
| Amulet Titan | 4.78 | 5.03 | 4.53 | 3.53 | 5.23 |
| Yawgmoth | 4.21 | 5.72 | 7.16 | 5.20 | 6.69 |
| UW Control | 3.65 | 1.83 | 3.58 | 2.70 | 2.09 |
| Burn | 3.37 | 4.35 | 4.06 | 6.24 | 4.60 |
| Mono-Green Tron | 3.37 | 3.20 | 1.68 | 2.70 | 2.30 |
| Grixis Shadow | 3.37 | 2.29 | 1.68 | 5.61 | 7.11 |
Updating my tables from last month makes that clear. A number of decks have seen rapid changes in position from June. It will be easier to see in graph form:

Murktide was at least being shadowed by a number of decks and by a relatively stable margin in previous months. That's all gone out the window in July. Not only did it just take off, but many other decks fell precipitously and the gaps in the metagame are becoming more pronounced. This is continued in the paper data:
| Deck Name | March % | April % | May % | June % | July % |
|---|---|---|---|---|---|
| UR Murktide | 10.08 | 7.64 | 12.75 | 11.88 | 13.02 |
| Cascade Crashers | 6.52 | 9.20 | 7.16 | 5.20 | 6.26 |
| Hammer Time | 4.15 | 3.90 | 5.30 | 6.25 | 6.13 |
| 4-Color Blink | 0.79 | 5.77 | 7.31 | 8.28 | 6.39 |
| Living End | 3.95 | 3.74 | 2.58 | 3.59 | 4.47 |
| Amulet Titan | 6.32 | 4.99 | 3.44 | 4.22 | 4.98 |
| Yawgmoth | 3.36 | 3.12 | 4.73 | 5.00 | 6.13 |
| UW Control | 6.72 | 5.46 | 3.87 | 3.43 | 3.83 |
| Burn | 5.73 | 4.99 | 4.73 | 3.28 | 5.11 |
| Mono-Green Tron | 1.78 | 2.81 | 2.44 | 3.28 | 2.30 |
| Grixis Shadow | 4.74 | 1.40 | 4.15 | 3.43 | 4.09 |
There may be only one outlier in paper this month, but the scale of the gap between Murktide and its next competitor looks worse than online:

The gap isn't actually worse, as Magic: Online's (MTGO) ~8% is bigger than paper's ~7% gap, but with no additional outlier to bridge the gap it's more pronounced. Always remember when reading graphs to pay attention to the scale.
All Together, Now
This brings me to the bigger problem with the current metagame. Last month I made the argument that, while Modern is quite diverse, the percentage that the 11 selected decks are taking up poses a long-term problem by stifling the space for creativity and innovation. I'm really feeling that argument is vindicated by the July numbers:
| March % | April % | May % | June % | July % | |
|---|---|---|---|---|---|
| MTGO | 62.63 | 67.27 | 66.13 | 68.61 | 70.71 |
| Paper | 54.14 | 53.02 | 54.31 | 57.84 | 62.71 |
Yeah, 70% of a metagame made up of Tier 1 decks (with a few from Tiers 2 and 3) isn't great. Especially when I remind everyone that these 11 decks are only half of the Tier list. That is a very concentrated metagame, and far from ideal.

Both paper and MTGO saw the total decks making the Tier list fall in July, and these trendlines are plausibly explanatory. I've said it before, but I'll hammer it in again, when 70% of the metagame is taken up by 11 decks there's not much room for innovation. It's hard to gain traction when being shoved around by 800-pound gorillas.
That Said...
This is all true and concerning in a vacuum. However, 2022 is the first year I'm gathering this type of data and watching it all happen in real-time. This kind of concentration might be relatively normal. However, I'm skeptical. Looking back at 2021, the top 11 decks for the whole year only amounted to ~48% of the year's metagame. The average percentage for MTGO so far is ~67% while paper is ~56%. It's going to take a major falloff of multiple currently Tier 1 decks for this concentration to not be maintained. Of course, 2021 was far from a typical year and so maybe that year being so unconcentrated was the deviant. I don't know.
Is There a Problem?
Murktide's individual metagame percentage coupled with the concentration of the top performing decks is concerning. This is balanced by each deck being fairly evenly matched, with no one deck winning events more than others. On the one hand, Murktide shows up in such high numbers in high-level events (despite never winning them) that it sure looks like it wins more than other decks. However, the deck has to earn all its wins—there are no freerolls in Murktide. I could go on like this for the rest of the article.
It is obvious that this isn't a Splinter Twin or Eye of Ugin situation. Rather, the current metagame most closely resembles post-Eldrazi Winter 2016 Modern. There are a number of viable decks that are relatively well-balanced against each other, but the top deck is the popular, grindy midrange deck. Back then it was Jund, now it's UR Murktide. Gameplay-wise, they're quite similar with a matchup spread of 50% against everything.
Admittedly, Jund never had Murktide's popularity. That might be because playing blue cantrips is more appealing to many players than black discard. It could also be that Jund's price tag was more odious in 2016 than Murktide's in 2022. I have no way to know for certain, but it definitely isn't down to a better win percentage.
What Will Happen?
I'm not sure how this will ultimately shake out. There are good arguments for leaving Modern as is, however, history shows that Wizards doesn't like Modern's metagame to stay too stable for too long. They also don't like one deck being too popular forever. Of course, in previous times where that was an issue, said decks were also winning too much. Whether just being insanely popular is enough to warrant action is unknown. I foresee two possibilities:
1) Wizards Sleeps
If Wizards is fine with Modern as-is and doesn't intervene this current metagame will persist for the foreseeable future. I doubt there's anything waiting to massively shake up the metagame nor is there anything that will simply dethrone the established decks. They're all based around playing the most powerful and efficient cards possible. How does one improve on that?
For Murktide to fall off independently of metagame changes would require player tastes to change. Again, it isn't a deck that wins too much, it just sees an inordinate amount of play because players like its gameplay. For that to change would require players to get bored and/or frustrated enough to abandon the deck completely. Unlikely, but not impossible.
On the other hand, the upcoming releases might have Modern playable cards. It's a little unlikely given the Alchemy nerfs to Unholy Heat and Dragon's Rage Channeler, but it's not impossible. Wizards designed these sets years ago, they wouldn't have known how Modern would turn out and could have left powerful cards. The problem is that, given Wizards' current design proclivities, it's more likely that new Modern cards would reinforce current gameplay rather than fight it. Wizards is in a cantrip and velocity-heavy period of design. This would tend to make Murktide a better/more popular deck, which just makes the problem worse.
2) Wizards Wakes
If Wizards instead decides that bans are necessary, it's hard to know how that'd go. Remember, Wizards doesn't like to outright kill decks unless absolutely necessary and wants to ban surgically. The question is what could be banned to make Modern less concentrated. Ragavan, Nimble Pilferer was on my list, and it's such a feels-bad card and potent threat it might be enough.
The catch is that if Murktide is taken down a peg, what might rise in its place? I don't think 4-Color could, simply because it's so unstable. If it was going to consistently win and/or take over Modern, it should have done so already. However, it may be being held down by Murktide. In which case Wizards would need to nerf it too. Conveniently, Expressive Iteration is an important card the two decks share, so maybe that's a target.
However, that's ignoring the impact that nerfing either deck could have on the cascade decks, not to mention Hammer Time. Hammer has already been the target of a ban this year and yet continues to thrive. What I'm saying is that it feels like Modern is heading towards another mass-spectrum ban. The top decks are sufficiently powerful to counteract and contain each other but far surpass the rest of Modern. Taking out one and leaving the others is very risky and Wizards showed itself to be risk averse last time.
An Odd Development
On that note, why did 4-Color Blink crash in July? I'm not being rhetorical, that's an actual question. For a deck to fall from an outlier to Tier 2 on MTGO is shocking enough, but there's no obvious cause for it to happen. Living End and Amulet Titan are up, and they're not great matchups for 4-Color, but aren't terrible either. Burn's a bad matchup and it fell too. Meanwhile, Grixis Shadow was rising and my impression is that it's a good matchup for Blink. The combined metagame forces would suggest that 4-Color Blink should have done better.
What definitely didn't happen online was 4-Color players switching from Ephemerate to Counterspell. 4-Color Control was slightly down from 2.70% to 2.51% on MTGO. That is accompanied by Blink falling ~6% from 9.98% in June to 3.77% in July. This leaves me wondering if Blink was just really badly positioned or if price fluctuations priced a lot of players out of the deck. Rental services can be harsh.
Players switching might explain the fall in paper, on the other hand. Control was up to 3.19% from 0.94% in June, a rise of 2.25%. Blink fell from 8.28% to 6.39%, a fall of 1.89%. Given that the decks are nearly identical, it is easy enough to swap a few cards around in paper, so players may have switched. I can't say for certain of course, but the theory's plausible.
Be Wary
As is tradition, I'll wrap up with a glimpse into my finance crystal ball. It advises caution. As noted above, Modern may be stable but it is very unlikely to persist. Whether something gets printed to shake things up or Wizards intervenes, there's no way the current metagame's spread will continue. I believe that any new cards are more likely to reinforce current trends than fight them given how Wizards has been designing over the past year. That would most likely lead to a short-term boost in Murktide play (and therefore staple prices) before crashing due to a banning. Whether that would affect other decks is impossible to say.
Consequently, be cautious around Tier 1 decks. Wizards can just announce a ban out of nowhere and for any reason and while I don't think it is likely or soon, I do believe Modern is heading towards a ban. Maybe many. Thus, I'd cool any speculation or investment plans. Prices are fairly stable now, so there's not much opportunity in the first place. There's considerable price growth possible in the next few months, but be ready in case the rug gets pulled out.
Dark Clouds Building
Modern is in a great/terrible place. Players (generally) like the gameplay and deck interplay. However, the statistics on the format don't look good. This cannot remain as-is forever, so I'd make whatever preparations necessary before the actual storm breaks.































