menu

Insider: Forecasting in the Magic Market

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.

Welcome back readers! I'm currently reading a book called Superforecasting: The Art and Science of Prediction by Philip E. Tetlock and Dan Gardner. The book is pretty fascinating. I got the name from one of our forum members who posted that he was reading it as well (unfortunately I can't remember exactly which person posted it).

superforcasting book

To begin with I'll give you a little background information. Mr. Tetlock is currently a professor at the University of Pennsylvania. He started the Good Judgement Project (GJP) back in 1984, in which a small group of people make predictions (forecasts) about potential future events.

The project received a lot of media attention when he was called on to participate in a challenge set forth by Intelligence Advanced Research Projects Activity (IARPA). The people in The Good Judgement Project forecasted better than many of the government analysts who had access to classified (and thus additional) information.

The people in his project only had access to the same information we all do, but he found that his best forecasters had a lot of similar traits. Those were:

  1. Open minded - They didn't allow opposing views to be circumvented by their existing viewpoints. It may sound easy, but we all have a lot of inherent biases in our thinking process and it can be difficult to detach ourselves from this bias, especially if we aren't aware of it. For a simple test, ask yourself how many close friends you have that disagree with you on major issues (politics, religion, etc.). If you're like me you may have found yourself unable to name anyone (or at most 1-2 people). Like-minded people tend to band together and it takes actual work to force yourself to move out of that comfort zone.
  2. Methodical - The GJP participants hail from a plethora of different backgrounds, from artists, to professors to former government workers, but they are all methodical in their approach. When they forecast they ask themselves a ton of questions and then do research to find answers, which often causes them to ask more questions. Now that might seem like an infinite loop, but each question answered gets them a better understanding of what they are being asked to forecast and eventually they reach a point at which they are happy supplying a likelihood of an event occurring.
  3. Mathematical - While the participants do hail from all walks of life, they are still mathematically inclined regardless of profession. They assign values to likelihoods based on research and they refine these values with additional research. The reason this is so important is that they'll often run into conflicting probabilities and if they have refined values on the likelihood of either event occurring they can use those values to adjust the more likely event and thus refine their model.

So why did I bring all this up? We speculate a lot on this site, but we rarely forecast. One of the big challenges with forecasting is that it can't be open-ended with regards to a time scale. In order to properly forecast we need to have a specific(-ish) end date.

Forecasting With Tarmogoyf

Let's use a simple example to illustrate. We want to answer the following question:

Will the average price of Tarmogoyf drop to $125 within the next year?

There was an error retrieving a chart for Tarmogoyf

Let's break it down into additional questions.

  1. What would cause the price of Tarmogoyf to drop?
    1. A reprinting.
    2. A better card being printed.
    3. Reduction in the interest of playing green cards.
    4. Reduction in the interest in playing Modern.
    5. Powerful/efficient graveyard hate seeing a lot of additional play.
  2. What will happen within the next year regarding Magic?
    1. New sets are released.
      • Eternal Masters is released
      • Conspiracy 2 is released
      • Shadows over Innistrad is released
      • Eldritch Moon is released
      • "Lock" is released
      • "Stock" is released
    2. New supplemental products will be released.
  3. How strong will the dollar be within the next year?
    1. How will the presidential election affect the dollar?
    2. How will the price of crude oil affect the dollar?
    3. How will the euro affect the dollar?

Now obviously we may be limited in how deep we can go on some of these, but I wanted to make sure to show you just how deep you might want to go in order to achieve the best possible forecast solution.

We'll likely want to focus on #1 and #2 above as I don't have the background (nor the time) to properly break down #3. I won't cover #2 in detail, but I will allude to it while going through #1.

1. Reprinting

This one is entirely possible. We've seen Tarmogoyf in both Modern Masters printings and he's still in the $140 range. In both Modern Masters sets he was printed at mythic rare, which given the power level of cards in Modern makes perfect sense. This may not translate to Eternal Masters, however, and he could easily be printed at rare.

The first round of the Conspiracy set also seemed to lag in sales (at least judging by the amount of product left collecting dust on our local store shelves). One primary problem was that there were no real Modern chase cards and Modern was picking up steam. If WoTC were to sneak him into the set it would help boost sales, and his power level would still be acceptable in a multiplayer format without a lot of deck manipulation or ways to fill the graveyard.

Given their track record I honestly feel like there's probably a 70% shot that Tarmogoyf ends up in Eternal Masters or Conspiracy 2 (with a higher chance for Eternal Masters). I would then put it at a 60% shot he'd be a regular rare in Eternal Masters, whereas if he showed up in Conspiracy 2 I think he's more like 95% at mythic.

How did I get these numbers? They are basically educated guesses. In coming up with these numbers I considered the following.

Given Tarmogoyf has shown up in all previous iterations of Masters sets, and given his continual demand (it's the most expensive card in Modern) it makes sense to keep printing him until his price finally drops. One complaint against Modern as a format is that while it is supposed to be a cheaper alternative to Legacy, the cost of a typical deck is quickly catching up to the cost of a Legacy deck four years ago. Wizards wants to rectify this.

The 60% rare vs. mythic split is based on an assumption that power level in the respective format affects rarity. In Modern Goyf is one of the single-most powerful cards. In eternal formats there are much more exciting, "mythic-feeling" cards to occupy those slots, and Tarmogoyf may be relegated to second-class status.

But, as I don't know how concerned WoTC is with dropping the price of Tarmogoyf, I can't say this with too much certainty. Hence the slight imbalance of 60/40.

If he were to show up in Conspiracy 2, he would almost assuredly need to be mythic. Conspiracy had a much larger print run than either Modern Masters set before it and introducing too many copies will tank the price and erode consumer confidence.

2. A better card being printed

This one is a bit less likely. WoTC has been rather careful with eternal-playable two-drops in the past few years. We got Young Pyromancer, which is definitely good, but WoTC didn't feel the need to make it rare or mythic on power level alone.

The problem is that WoTC has been knowingly pushing the power level of creatures for a while. While this might imply that a better card will be printed, keep in mind WoTC puts a lot more effort into balancing the Standard format than they used to. Back in the days of Future Sight, decks splashed green just for Tarmogoyf and that doesn't lead to a very diverse format.

I would argue they have already printed a better creature than Tarmogoyf in Monastery Mentor, but it's a three-drop that requires playing a lot of non-creature spells. Tarmogoyf wins when compared to how much your deck needs to be built around it, but Mentor can win a lot faster and also generates card advantage.

Given their track record I wouldn't put the probability of this occurring very high---maybe 5-10% even with six sets coming out within the time frame. I came up with this number because Future Sight released May 2007 and there have been 35 Standard-legal sets released afterwards, none of which had a green creature better than Tarmogoyf.

Of course what makes Tarmogoyf so good is that you get to "set and forget" him and he grows in power as you progress your intended game state. He doesn't require additional outlets/efforts like, say, Scavenging Ooze, which I feel is the closest competitor to him, and because of this the likelihood of a better version seems particularly low.

3. Reduction in the interest of playing green cards

This actually may not be too far off. Thanks to the power level of the colorless Eldrazi decks in Modern, they can ramp out a 5/5 with trample, haste and psuedo-protection on the same turn one can drop a Tarmogoyf. We have seen the format warp around this archetype recently, though many expect it'll suffer from a banning in April (I'm in that camp too).

However, if it doesn't then a lot of players will likely put away their Tarmogoyfs and just play Eldrazi. If so, it makes sense that demand for the card drops as does the price. Since our price forecast is only about a 10% reduction in its current price this could easily occur with continual Eldrazi dominance.

Given we're already seeing this, the probability it will occur is nearly 100%---however the probability that WoTC does nothing is inversely low, maybe 10%-15%. I came up with these numbers based on the fact that it seems abundantly obvious from the player perspective that WoTC needs to act, but their past history with MTGO issues shows that they can be a bit slow at times.

I don't think this is one of those times, but thanks to that history I feel the likelihood is a little bit higher than, say, printing a better Tarmogoyf.

4. Reduction in interest in Modern

This one actually carries over from the last issue. With the current Eldrazi decks winning very quickly and consistently there are plenty of players who are hanging up their hat and awaiting a banning. I've heard of plenty of players (both pros and local) that are skipping Modern tournaments because they don't want to "join 'em" and they are having a difficult time "beating 'em."

Now WoTC will definitely take notice of this problem and if it persists it will likely be the reasoning behind any bans. However, if they are slow to react we could easily see Modern demand continue to drop until that time.

As stated above, I feel like we're already seeing this a bit. However, thanks to the preponderance of cards in the Eldrazi decks coming from the latest set, it's still reasonably cheap to assemble.

Again, I see WoTC's chances of doing something about the Eldrazi menace as 85-90% likely to happen, so inversely this is only a 10-15% likelihood. See the same logical reason as #3.

5. Powerful/efficient graveyard hate seeing a lot of additional play

Prior to Oath of the Gatewatch, a mono-black Eldrazi deck had already started to find a home in Modern. This deck had maindeck Relic of Progenitus and some had maindeck Nihil Spellbomb. If these types of cards start seeing a lot of play, poor Tarmogoyf looks awfully bad as a card choice.

This archetype has since morphed into the post-Oath Eldrazi decks we're now seeing, so these cards have been relegated back to the sideboard, but the archetype did exist and proved to be decent. I would expect a similar problem if Modern got a Helm of Obedience-style card to combo with Rest in Peace.

As a Legacy Miracles player, I can tell you, while maindeck Rest in Peace is sometimes a dead card it actually hoses a lot of strategies and cards (Snapcaster Mage, Tarmogoyf, Dredge decks, Reanimation decks, Nimble Mongoose, Deathrite Shaman, etc.). And it feels dirty when you do play against a deck that utilizes the yard and isn't expecting to get hosed game one.

The probability of this one is actually pretty even. There is enough graveyard synergy in Modern that playing maindeck hate isn't out of the question. I put this one at a 50/50 shot.

Final Tally

  1. 70%
    1. Eternal Masters rare - 60%, mythic - 40%
    2. Conspiracy 2 mythic-95%, rare-5%
  2. 5%-10%
  3. 10%-15%
  4. 10%-15%
  5. 50%

Now that I've set my forecasts (and the reasoning behind my decisions) I'll update them accordingly as I receive new information. While there is a logical method to forecasting, in the end it's important to understand that we have to make our forecasts without perfect information (otherwise it would be omnipotence and not forecasting).

I plan on turning this into a series of articles using the principles I learned from the book. Let me know what you think in the comments!

Insider: Picking Baby Eldrazis & Other Undervalued Cards

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.

Grand Prix Houston was a blast and I learned a lot about Standard after battling through 15 rounds of it.

One of the lessons was one everybody has been learning over and over again during the course of the past month and a half: Eldrazi are insanely good. There are a ton of them and they do all sorts of unique, synergistic and interesting stuff---and they are not going anywhere.

Well, they may need to have their Eyes and Temples banned in Modern or Legacy at some point down the road but they are certainly here to stay in Standard.

Eldrazi in Standard Too???

With that being said I am strongly on board with investing in many of the cheap Eldrazi cards. I actually did quite a bit of trading at the GP on Friday and picked up a ton of these "bulk rares" to hold for post-Standard rotation.

Before I get to the specific cards I'm interested in I'd like you to consider the following:

  1. When Khans and Fate Reforged rotate they take with them the fetches, all of the insane three-color cards, and all of the delve cards...
  2. Origins will stick around and continue to supply the Apocalypse pain lands...

My estimation is that some variation(s) of Eldrazi aggro will ultimately end up being one of the best decks in Standard when Khans leaves the format. With that being said I think there is a ton of opportunity for some of these cheaper cards to really explode in value when the demand bubble for them starts to balloon.

Some of these cards and decks might not be able to hack it against these four-color good stuff decks. But when decks are forced to have "real manabases" post-rotation I think it will drastically level the playing field.

That's my opinion, but I think there is at least some degree of "fact" at work here. It is very probable there are competitive Eldrazi decks in the new Standard.

My investing strategy for Standard has always been to buy in on cards while they are at their bottom baseline price and hold them until the demand increases (typically post-rotation). It works out great because you can acquire a lot of copies of a single card for a very low investment and then the individual cards typically go up by a large percentage.

Undervalued "Junk" Eldrazis

Let's talk about some of the Eldrazis that I'm looking to invest in right now.

Dimensional Infiltrator

There was an error retrieving a chart for Dimensional Infiltrator

I straight up got crushed by this card at the Standard GP and there was nothing I could even do about it. It has flash, flying and the ability to kind of protect itself by conditionally returning to your hand. It is also really insane that the card only costs a single {U} when you have a Herald of Kozilek in play.

Flying creatures are always sweet and the Eldrazi are not traditionally known for their ability to take to the skies. Well, Emrakul I guess... And, Skyspawner... But for the most part the Eldrazi are known to be flightless birds of prey like the mighty turkey.

It is also worth noting that in matchups where the board completely stalls out and nobody can attack, the infiltrator can provide you an alternate win condition by decking your opponent! The card does a lot of good stuff and I think it will certainly have a place in Standard moving forward.

Bearer of Silence

There was an error retrieving a chart for Bearer of Silence

A two-drop, flying Eldrazi that also has a kicker to force an opponent to sacrifice a creature? This card seems really awesome as far as playable Eldrazi go. The downside is that the card is not in a color with a ton of great Eldrazi cards. I think it's worth the risk to pick the card up at less that $1 each in trades. The card is basically Snapcaster Mage that casts Chainer's Edict and has flying!

I really like these two-drop Eldrazi cards because they do something that the Eldrazi are typically not great at doing: costing less than three mana. The fact of the matter is that there are very few good Eldrazi cards that are cheap, and as we all know cheap cards are important in all decks.

So, if people are going to play Eldrazi cards chances are they will need sets of these cheap, aggressive, powerful creatures.

So, black isn't the best color to play Eldrazi? No problem...

Corrupted Crossroads

There was an error retrieving a chart for Corrupted Crossroads

I really feel like Crossroads is likely a slam dunk speculation card. It's like getting Adarkar Wastes for our Standard Eldrazi decks! It is a comes-into-play-untapped land that produces <> mana as well as mana of any color for our color-specific Eldrazi requirements. Most of the Eldrazi decks already play this card and I think it will be a staple moving forward.

It also allows us to splash powerful off-color Eldrazi at a reasonable price. For instance, you can maybe fit a third color (not including Wastes mana) into decks just by including an extra cycle of Apocalypse lands and Corrupted Crossroads. It could easily be the difference between getting another one or two great spells into a narrow deck that really wants them!

I mean, when are Constructed-playable lands ever less than $1? The answer is right before they surge up in value because $1 for playable rare lands is not a real thing! Look at cards like Nykthos, Shrine to Nyx as an example of an awesome narrow land from recent memory.

There are going to be Eldrazi devoid decks of various flavors and all of the ones that want to play two or more colors in addition to <> mana will use this card post-rotation. Heck, these decks already exist, are quite good, and play this card!

Endbringer

There was an error retrieving a chart for Endbringer

Endbringer may not be a "baby Eldrazi" or even much of a Standard card but it is starting to see pretty serious Legacy and Modern play in the Eldrazi decks.

The card is super solid as a board advantage creature that can rip through board stalls by drawing extra cards and/or killing opposing creatures. I can't imagine many things better on a stalled board than just having an Endbringer in play! In fact, I can tell you from experience it is a pretty great feeling.

It is especially effective in grindy Eldrazi mirror matches where it can repeatedly ping down scion tokens or straight up draw you tons of extra cards!

I see Endbringer as a card that will be good forever and it also has appeal in casual formats like Commander where untapping on each opponent's upkeep is a really busted mechanic! Being that the card is seeing Legacy and Commander play, I also really like foil copies as an investment right now.

Dust Stalker

There was an error retrieving a chart for Dust Stalker

Who says black isn't a good color for Eldrazi? Once the format rotates there could actually be a pretty sweet B/R Eldrazi aggro deck that sprouts up. Red is certainly one of the deepest colors for Eldrazi cards (Vile Aggregate and Eldrazi Obligator) and getting very aggressive could be a pretty sweet deck. I feel like at $0.50, it's probably worth the risk to buy into at least a couple play sets of cards like this.

I mean, a four-mana 5/3 haste is no joke... Especially with some of the beefier creatures like Siege Rhino, Mantis Rider, and Tasigur, the Golden Fang all rotating out of Standard.

Whether or not Dust Stalker ends up being great or mediocre will have a lot to do with what creatures it's attacking into in Standard. If there are a ton of two- and three-mana creatures with 3 power or 5 toughness the card gets worse. But if it lines up well with what other people are playing it could be a really nice piece in an aggressive Eldrazi deck.

Foundry of the Consuls

There was an error retrieving a chart for Foundry of the Consuls

Another obscure Magic Origins uncommon that was seeing a ton of play in the various devoid Eldrazi decks. The card is actually very hard for a lot of different decks to deal with. It just generates a lot of instant-speed, evasive-creature value! The tokens are also great at pumping up Vile Aggregate.

The card was difficult to find at GP Houston and people were willing to pay $3 per copy in some cases. If the card becomes more coveted in Standard I could see it easily doubling or tripling in value when the demand hits.

The Takeaway

I've learned that the Eldrazi archetype is inherently good, synergistic, and powerful across basically every format where it is legal. The cards are good in their own rite. Most of the cards would be good enough for other decks just based on what they do and what they cost to cast.

The real advantage is that many of these cards have a lot of synergy with one another. They get even better when you put a bunch of them into the same deck because they help each other out and reduce the "cost" of needing <> mana in your deck by virtue of having a lot of things that need <>.

The key to Magic finance has always been to find something other people are undervaluing, pick it up, and hold onto it until the rest of the world catches up.

In my eyes, the Eldrazi are an amazing tribe of creatures that are going to be good for a long, long time and are closing in on having their moment in Standard as well. The key is to get in on the Eldrazi train before they begin to creep up. In my assessment most of these cards are at their absolute basement bottom prices which makes them prime candidates to pick up right now.

Deck Overview- GW Hardened Scales

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.

Hardened Scales was immediately a card that got casual players excited, and when Hangarback Walker hit the scene it even got a lot of buzz in a Pro Tour deck designed by Yuuya Watanabe! The deck was capable of some explosive starts, though ultimately Selesnya creature decks rarely become the dominant decks in any format. This weekend, Luis-Scott Vargas bat-signaled for 20 copies of Abzan Falconer on Twitter, which made it clear that some strong players would be playing Scales in GP Houston. Here's the list that Chapman Sim took to a Top 8 berth:

Hardened Scales

Creatures

4 Endless One
4 Hangarback Walker
4 Servant of the Scale
4 Avatar of the Resolute
4 Abzan Falconer
4 Managorger Hydra

Spells

4 Hardened Scales
4 Dromoka's Command
4 Nissa, Voice of Zendikar

Lands

2 Canopy Vista
2 Flooded Strand
10 Forest
2 Plains
4 Windswept Heath
4 Wooded Foothills

Sideboard

2 Evolutionary Leap
3 Hallowed Moonlight
2 Silkwrap
2 Valorous Stance
2 Abzan Battle Priest
2 Gideon, Ally of Zendikar
2 High Sentinels of Arashin

The gameplan is to hit hard and fast, with Hardened Scales and Managorger Hydra combining to generate huge amounts of trample damage. A cute trick with these cards is the ability to play either of the X mana creatures at 0 to just die immediately while placing counters on your hydras. Nissa Voice of Zendikar slots really well here, as it either enables you to completely outclass your opponent's board, or to generate tokens and build up towards a dominant board presence.

There was an error retrieving a chart for Nissa, Voice of Zendikar

The sideboard has a host of options for combating both removal-heavy decks and decks looking to race, though those aren't the primary concern in Standard. The big weakness for this deck is going to be Reflector Mage. The three Hallowed Moonlight in the sideboard help to combat Rally the Ancestors, though in many games the Rally deck will be able to Duress and tempo you out of the game.

The deck looks solid otherwise, and I imagine it's a blast for battling in FNMs, and it obviously Top 8'd the Grand Prix, though if you want to bring it to such a competitive event I would come up with a new plan for that matchup, or at least acknowledge that winning there will be a struggle for you.

Returning to Innistrad: Card Evaluation Guidelines

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.

Welcome to no-Eldrazi Monday, where I scour the Modern environment for anything to discuss that isn't colorless and didn't skip leg day. Just kidding: even Legacy saw its reality smashed by Eldrazi taking the top Day 2 metagame slot at the StarCityGames Philadelphia Open. I'm having Treasure Cruise flashbacks and April can't come soon enough. Eldrazi could claim a mere 10% of the upcoming Grand Prix weekend, a gross improbability representing a 50% drop from its paper prevalence and an unbelievable 80% dip from SCG Louisville, and the deck would still prove itself one of the most format-warping forces in Magic history. At this point, the question "Will there be an April ban" has, for all intents and purposes, given way to "How many Eldrazi bans will we see in April?" I'm betting on two at this rate. That said, because it's "no-Eldrazi Monday," I'm tabling the world-breaking tribe and talking about a more forward-looking aspect of Modern: card evaluation and new sets.

SOI Evaluation Banner

We're already getting the first Shadows Over Innistrad spoilers, and although Innocent Blood has yet to be spilled spoiled, I'm already getting excited. This excitement encompasses a strict upgrade to Ghostway, Clue tokens which thrill both the Arkham Horror and Shape Anew fan deep in my heart, the second-coming of madness (so long as that madness is more Edgar Allan Poe than H.P. Lovecraft), and a return to the best Magic art since, well, the last time we were on Innistrad. It also means we must evaluate 297 new cards and their Modern relevance. New card evaluation is challenging even in Standard where Wizards does the entirety of its Future Future League testing. Add the Modern cardpool, and it's no wonder some authors herald Narset, Transcendent as the next Jace, the Mind Sculptor while others never saw the Eldrazi apocalypse coming. Today, I'll explore a few guidelines I keep in mind when evaluating new cards, rules we can hopefully remember as Shadows spoilers formally commence in the next weeks.

[wp_ad_camp_1]

Know Format Context

I'm a man who loves him some metagame numbers, so it should come as no surprise I begin all my new card evaluation in the broader Modern context. Before you can even parse a single line of text on a shiny new spoiler, you'll need to understand these two facets of the overall Modern picture. If not, most of your evaluations will be dead on arrival.

When considering card evaluation, "Modern context" is disproportionately focused around Tier 1 decks. Metagame analysis takes the tiers more holistically, but we don't have that luxury when assessing new cards: the barrier to entry begins and ends with Tier 1. Operationalizing this, you'll need to consider all Tier 1 decks since the most recent banlist update. Sometimes, this will give us a whole year of data. Other times, we'll have only a few months, even weeks, to draw on. Either way, resources like our Top Decks page are an excellent place to look when trying to comprehend the broader metagame forces shaping card evaluation.

Knowing Tier 1 decks

Because these Tier 1 decks definitionally represent such a broad and important segment of the format, new cards must typically answer at least one of three questions with respect to those strategies. Here are those overarching questions, along with some sub-questions you should ask once you've identified the main role this card might fill.

  • Ghirapur Aether GridDoes the card fit into an existing Tier 1 strategy?
    • Does it represent an upgrade to an existing effect in that strategy?
      • For example, Roast replaces Flame Slash in UR decks to answer five toughness Tarmogoyfs, Tasigurs, and Rhinos.
    • Does it add an effect the existing strategy wanted but lacked?
      • For example, Harbinger of the Tides adds an interactive element to removal-lite Merfolk, disrupting creature-based combos and out-tempoing decks in a race.
    • Does it repair a major weakness in that strategy?
      • For example, Ghirapur Aether Grid offers Affinity a Plan B against Stony Silence
  • Kitchen FinksDoes the card matchup favorably against multiple existing Tier 1 strategies?
    • Does it answer a specific type of threat across multiple matchups?
      • For example, Anger of the Gods is a potent sweeper against Affinity, Abzan Company, Zoo, and others.
    • Does it offer a major threat that different Tier 1 opponents will struggle to answer?
      • For example, Kitchen Finks stymies aggressive, damage-based decks (Burn, Zoo) and stalls midrange ones (Jund, Abzan).
    • Does it survive, or trade favorably with, the interaction commonly played by Tier 1 strategies?
      • For example, at three mana, Jori En, Ruin Diver puts you down against every common removal spell in Tier 1 and is thus unplayable.
  • Crumble to DustDoes the card matchup decisively against one existing Tier 1 strategy?
    • Does it cripple the opposing Tier 1 deck's gameplan beyond reasonable recovery?
      • For example, Crumble to Dust obliterates the RG Tron manabase.
    • Does it represent an unanswerable threat to the Tier 1 deck?
      • For example, Keranos, God of Storms wrecks BGx Midrange decks in the URx contest.

In the vast majority of cases, these questions alone will put you on the right track to properly evaluating a card. Of course, it's still possible to miss on your card evaluations by responding to the right questions with the wrong responses. No, Affinity does not want Ghostfire Blade. Ample testing and a competent understanding of Modern's mainstays can help you dodge these pitfalls. Also, as a general guideline, if you have to ask "Does Insert-Tier-1-Deck-Here want one of these?" then the answer is probably "Nope."

Treasure CruiseWhat about new cards that fundamentally alter the Modern landscape? I'm not talking Kalitas, Traitor of Ghet, which occupies a singleton Jund slot as a metagame-specific edge against Abzan Company and Arcbound Ravager. I'm talking Siege Rhinos and Thought-Knot Seers. In these outlying cases, are Tier 1 decks still important? Can't powerful new entrants disrupt the standing tiers and introduce new competitors? The answer to both questions is a resounding "Yes!" Even in the case of format-warping monsters, and even in the case of new decks, Tier 1 frequently carries most of its listings from one month to the next and is always the best place to start the evaluation process.

TasigurIn the case where Treasure Cruise 2.0 sails through development into Modern, the upstart Cruise-powered strategies are still building from the old guard. Fall 2014 saw Cruise slot into Burn, an existing Tier 1 strategy, and URx Delver, an existing Tier 2 player. Kolaghan's Command and Tasigur, the Golden Fang of early 2015 outright created a Grixis Control/Midrange strategy where none had previously existed in any serious competitive sense (sorry, Cruel Ultimatum proponents). Even so, this new Grixis deck still arose out of the context of other Tier 1 strategies that had been around for months. In the case of Cruise, the new cards empowered old, top-tier decks. In the case of Grixis staples, the new cards allowed a new strategy to excel as part of a preexisting context. We even see this today in Modern's most warped moment, where Tier 0 Eldrazi still share chart placement with Tier 1 mainstays Jund, Affinity, Burn, and others.

Whether you're considering marginal edges like Natural State, or Modern-altering force of natures such as the infect mechanic, start in the Tier 1 decks. Although you can find application in Tier 2 and lower, it's in Tier 1 that the overwhelming majority of new Modern candidates will make it or break it. In the spirit of this political month, think of Tier 1 like the Super Tuesday of the card evaluation process. New cards can still win in Modern without carrying (or being carried by) Tier 1 decks, but it's an uphill struggle. Remember this the next time you vouch for Ayli, Eternal Pilgrim breaking Tier 3 Soul Sisters, or Nissa, Voice of Zendikar enabling Tier Nothing GWx Tokens. Don't take that too personally: I'm a fellow with an admitted fondness for Restore Balance, Goblin Charbelcher, and Enduring Ideal jank.

Mana Cost Matters

We're all Modern players, so we already have an appreciation of mana cost and its relationship to playability. This should be your second new-card stopping point after reading the text box twice (see Horribly Awry evaluation going horribly awry) and examining top-tier decks.

TarmogoyfAt its most basic level, Modern is a turn four format with a fundamental turn closer to 3.5. This is a Tarmogoyf format where two mana on a creature better get you a 4/5 beatstick or a 2/2 Goblin that wins the game for you if you can untap. This is a Lightning Bolt format where losing a Wild Nacatl at parity isn't the end of the world, but losing your turn three Glissa, the Traitor to a one-mana spell is fatal. In all these examples and countless unmentioned others, some combination of cards, decks, and precedent determines if cards are appropriately-priced relative to their casting costs. Ultimately, it's a relatively elementary calculation: better cards have more powerful effects at cheaper cost.

Karn LiberatedComplicating this picture, we've probably heard all the Modern tales about certain cards being unplayable over certain mana costs. Yes, cost alone is important, but without also considering our first questions of context, cost loses real-world meaning. An excellent example of this is Drowner of Hope, which is unplayable Limited fodder in a climate where Eldrazi Temple and Eye of Ugin don't exist to accelerate it out far ahead of its six-mana cost. Another example is Timmytastic Karn Liberated, which falls well outside the conventional playability range for most decks, except for the one Urza's Tower-powered deck where it shines. That said, no amount of favorable context will make some cards playable: poor six-mana Chandra, Flamecaller is bad in Modern no matter how you spin her.

Considering these nuances, I like to start mulling over mana costs after I've addressed the more pressing questions of Tier 1 context. If I can answer "Yes" to both a main contextual question (e.g. "Does the card fit into an existing Tier 1 strategy?") followed by a sub-question (e.g. "Does it add an effect the existing strategy wanted but lacked?"), then I'll start to think how the mana cost makes that calculation more or less favorable for the new card in question. Some card evaluators prefer to consider the cost before thinking about context, but I find this gets us into trouble with deck-specific bombs.

Ulamog the ceaseless hungerAs an illustration of these dangers, Ulamog, the Ceaseless Hunger costs 10 mana, which is clearly unplayable in the average Modern deck and initially appears unplayable even in RG Tron, where Wurmcoil Engine and Karn are dropping on turn 3-4 at six and seven mana respectively. But in the context of the Tron engine, its cantrips, and its tutors, 10 mana is more than attainable on turn five and within reach as early a turn four. Add Ulamog's double Vindicate interaction even if it gets countered (and its virtual Remand immunity), and the card easily becomes a strategy-defining staple. This evaluation, as with many others, starts first in context before moving to cost, and is just one example of why I prefer this order.

Card Evaluation Leading Into Shadows

Of course, the ultimate arbiter of new card evaluation is testing. Maybe a topic for the next no-Eldrazi Monday? Even if you only sleeve up for 5-6 Game 1 and Games 2-3 with a new card, you can almost always get a telling sense of the card's Modern fate. Don't have time to run a rigorous gauntlet? Don't be afraid to seed your new card in your opening hand just to test-run how the candidate works in an ideal world. Alone, this isn't the most scientific way to analyze a card, but it's far better than taking to the forums with categorical rejections of everything that dies to Lightning Bolt.

I'll be doing one last return to the Eldrazi menace before the Grand Prix weekend kicks off, which you can expect to see this coming Wednesday. Until then, let's stay optimistic for a more colorful Modern future, and let's start getting pumped for those Shadows Over Innistrad cards hitting the spoiler airwaves in the weeks to come. Let me know in the comments if you have any questions about card evaluation, new sets, specific cards, or how you are supposed to cope with the eldritch takeover of our format, and I'll see you all soon!

Insider: Projecting Long-Term Value of Four Anti-Eldrazi Cards

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.

Modern players are no strangers to price spikes. Whether watching Blood Moon's astronomical rise following Modern Masters 2015, the explosion of R/G Tron staples in early summer and then again in fall of last year, or inexplicable buyouts of staples like Deceiver Exarch or fringe cards such as Gaddock Teeg, the past 12 months have given us plenty of price surges to chew on.

And that was all during relatively healthy metagames! With Modern seeing the most warped metagame stats in its history, it's natural for players to dig deep into trade binders, searching for offbeat singles to stem the Eldrazi tide.

The Eldrazi are still winning, but a number of cards have been at the forefront of the resistance. Their price tags reflect their sudden rise from obscurity to Reddit and feature match prime time.

Four Spiked Staples to Stop Eldrazi

In the days following the Pro Tour, cards like these went from budget bin to big bucks over different 24 hour periods. Some of them, like Worship and Big Game Hunter have found competitive success in the Eldrazified field. Others, like Painter's Servant and Magus of the Tabernacle, were longshots with few (if any) tournament results to support their explosive growth.

As I talked about last week, I firmly believe the Eldrazi are going to suffer at least one ban on April 4th, the next regularly scheduled banlist update. Modern decks with 30%+ of the metagame tend not to be long for this world. Especially when the next most-played deck, the venerable Affinity, is stuck at 9%-10%!

If Eldrazi Temple, Eye of Ugin or both eat a ban, that has big implications for each of these four cards and their post-banning price trends.

Today, I'll give some advice on selling, buying, or holding two of these cards in the event of a limited Eldrazi ban (e.g. just Eye or Temple alone) and a terminal one (e.g. Eye and Temple together). This will help you make smart financial decisions before and after next week's Grand Prix weekend, which I'll talk about a little at the end, and in the leadup to the April ban announcement.

1. Painter's Servant - Short-Term Gold

Major price spikes are a function of both hype surrounding a card and that card's availability. Visibility and hype typically determine the time period over which the spike occurs.

Lots of buzz? Expect a swift buyout. Availability often determines the ceiling of that spike, in addition to its price memory. Cards with excessive stock don't often hold value, once players and vendors realize how much is out there. Cards with tiny print runs enjoy much more outlandish growth.

Painter's Servant is a prime example of a Modern breakout buoyed by both frenetic hype and scarce availability. Its recent price trends reflect these characteristics.

There was an error retrieving a chart for Painter's Servant

Following the Pro Tour and a few speculative forum posts (including a stock tip from yours truly at the end of an article), Servant rocketed from its modest $8-$10 to an irrational $35, before settling in the $30 range.

Why the increase? Both Eldrazi Temple and Eye of Ugin work exclusively with "colorless" Eldrazi creatures. Servant paints them all a color of your choice, regardless of their game zone, effectively shutting down the Eldrazi Ancient Tomb/Mishra's Workshop engine.

Servant is the interesting case of a (theoretically) metagame-relevant card without a clear home. No existing Modern decks benefited from Servant's inclusion (no Imperial Painter decks here, folks!), which meant sticking the Shadowmoor rare in the sideboard and relying on a card that slowed Eldrazi but didn't actually beat them.

Deck-specific bullets are common in Modern---just ask any Merfolk player and their Hurkyl's Recall playset in the board. Unfortunately, Servant was far less decisive than the Recalls and Stony Silences of the format, which put Servant investors in an awkward position.

Enter Abzan Company, a deck that already boasted a strong Eldrazi matchup during the Pro Tour, and looked to pick up percentage points with Servant.

Abzan Company Against the Eldrazi World

Eric Hawkins retrofitted his Abzan Company list with the Servant and Teysa, Orzhov Scion (another price spike!) combo at the Star City Games Louisville Classic.

On its own, Servant slowed the colorless critters' board development. With Teysa added, a Servant painting all cards black creates an infinite removal engine of sacrificing creatures, killing targets, and getting tokens to replace the sacrificed ammunition. Four Lingering Souls round out the package to ensure you have cannon fodder available.

There was an error retrieving a chart for Teysa, Orzhov Scion

Hawkins brought his deck to a respectable 6-3 finish, not enough to make Day 2 but enough for players to see how Servant and Teysa might team up in future events. A breakout Servant/Teysa Company performance at any of the upcoming Grand Prix tournaments would be huge for Servant's price potential, but April will be the real decider.

Financial advice after a limited Eldrazi ban: Sell

Even if Eldrazi survive April in some form, Painter's Servant is unlikely to retain much of its value.

On the one hand, the Teysa and Servant combo is less janky than many make it out to be, and a major tournament finish (or even just another tournament spotlight) would keep its price well over $25. Additionally, possible April unbans, along with a slower, grindier Eldrazi, would shift the metagame to midrange. These midrange, creature-heavy slugfests would be where Teysa and Servant shine.

On the other hand, Teysa and Servant were bad for years, and it's not like players flocked to the pairing before. Servant will still be relevant in a world with Eldrazi, but your best profit point is right here, right now. It's never going to get better, and even if Teysa and Painter remain a decent combo option for Abzan Company, it will never be the Abzan Company combo and the price will never get sweeter.

Moreover, the Servant stock is at the mercy of a possible Eternal Masters reprint! Servant is a lynchpin of the Legacy Imperial Painter deck, and it's very possible we see this expensive, niche card reprinted to increase the set's appeal. Even before the recent spike, the artifact creature was still a $10 card for years, which makes it a viable reprint option for the big set. Selling mitigates your possible losses.

Financial advice after a decisive Eldrazi ban: Sell

Assuming Eldrazi get nuked off the face of Modern, Servant investments become even riskier. First, with Eye and Temple gone, Servant loses all its solo, maindeck relevance. You would need the Teysa combo for it to do anything.

Second, with Eldrazi gone, the format would likely return to the pre-Pro Tour picture which was more linear (bad for a grindy, value combo) and packed with cheap Lightning Bolt-style removal (bad for low-toughness critters like Servant and Teysa).

Indeed, the de-Eldrazified world would likely see a shift back to a variety of tools which spell certain doom for the cute and low-impact Servant and Teysa comment. As a whole, this picture is bleak for Servant's long-term chances.

A Hostile Modern After Bannings

It is true that price memory would, to some extent, keep Painter's Servant afloat in the event of a limited Eldrazi ban. It is also true that price memory would be far less effective if the deck dies out completely. Servant is too niche to sustain its price tag without a mainstream reminder of why it was so powerful, and Eldrazi is that mainstream prop.

See those Grand Prix Eldrazi decks creep over 20%? Sell out even quicker! You've already made a big profit from the initial Servant buy-in, and Magic, like a trip to the casino, is about knowing when to call it a night.

2. Worship - Long-Term Discovery

Unlike Painter's Servant, Worship has a much more established print run spanning four sets. Three of them were even core sets! This makes Worship's ceiling much lower than Servant's, even if the hype around both cards was about equal.

In fact, Worship is actually the better card between the two. It's relevant in more matchups, was already a cool Modern sleeper that URx Twin kept down, and even sees play in the (soul-crushingly dull) Eldrazi mirror!

Worship might not solve all your Eldrazi problems (see World Breaker, Disenchant, Thought-Knot Seer, decking, etc.), but it's a solid card for the matchup. It's also one Modern players are likely to appreciate even after an April ban.

There was an error retrieving a chart for Worship

Percentage-wise, Worship saw one of the most obscene price jumps I've ever witnessed. One day, it was around $2 and barely seeing competitive play alongside Thrun, the Last Troll fans. Practically overnight, it climbed an absolutely ballistic 1400% (?!) to the $26-$29 range before finally settling at $18-$20 once the mania died down.

At least spikes like Blood Moon, another Modern enchantment with a comparable print run, saw their explosions after confirmed exclusion from a new set, or recent performances.

Worship was based on anti-Eldrazi theory alone. It wasn't even a Knight of the Reliquary/Retreat to Coralhelm scenario, where one card was already a piece in another deck (Knight in Naya Zoo). The white enchantment, although powerful, had neither a current deck nor a natural home, making its spike relatively unwarranted.

There was an error retrieving a chart for Knight of the Reliquary

Since then, Worship has appeared in some Naya Zoo, B/W Tokens, and Kiki/Abzan Chord variants. In an ironic twist of fate, however, it has found its best anti-Eldrazi application in an Eldrazi deck itself.

Worshiping U/W Eldrazi

The Louisville Classic was packed with U/W Eldrazi builds toting Worship in their sideboards, an edge in the Eldrazi mirror with relevance against other decks as well. It's possible we'll see non-Eldrazi decks using the enchantment during the upcoming Grand Prix events, but even if we don't, we know the U/W Eldrazi players will be packing 2-3 in their sideboards.

Financial advice after a limited Eldrazi ban: Hold

Since the Pro Tour and leading up to April, Modern players have gained, and will continue to gain, experience with Worship. Assuming Eldrazi remains intact in some form, the powerful blue-white lists will keep competitive viability. Eldrazi generally should remain at least Tier 2.

Add all the players with spare Worships around looking for homes (Abzan Chord could remain quite viable after a ban), and you can be sure we'll see more of the enchantment as the year goes on.

Many Worship owners got their copies at the beginning of the spike, and price memory will keep them high for the foreseeable future. This is especially true if a post-ban Tier 2, or Tier 1, Eldrazi deck sticks around Modern's upper echelons. We could realistically see Worship as the kind of techy, Blood Moon sideboard card that Moon itself occupied before its crazy 2015 spikes. If so, the card could keep going up after more performances.

Financial advice after a decisive Eldrazi ban: Sell

Worship's prospects are much dimmer if Eye and Temple both go the way of Birthing Pod. The only way this card realistically holds value is if at least one top-tier deck uses it. That's much less likely if a current top-tier deck, U/W Eldrazi, and the matchup where Worship rocks, the Eldrazi mirror, are both blown off the face of the format.

Depending on the Grand Prix results, which are likely to be heavily warped towards Eldrazi forces, you'll want to get out of those Worships as quickly as you can. To be clear, it's almost impossible to envision a scenario where Worship dips back down to pre-Pro Tour levels.

That said, it is equally impossible to envision Worship sustaining an $18 price tag if its main deck, and main reason for being strong, are both wiped out. Sell fast to avoid losing too much money.

Surviving the Grand Prix Weekend

Even before the Pro Tour, I was already on the fence about going to Grand Prix Detroit. After, I've looked to the other side and see a colorless field of tentacles and whatever those strange probosces are on Eldrazi Mimics. It's a nightmare.

I can't get excited about this format right now, so I'm unlikely to go. Sorry, Restore Balance, Goblin Charbelcher, Enduring Ideal, and a few other upstart contenders I planned on testing for the event!

Braving the Grand Prix field? Expect a lot of Eldrazi decks, which will still be strong despite people preparing for the matchup. Expect a lot of anti-Eldrazi decks, such as Affinity, Merfolk, and Abzan Company, which were good before Eldrazi and are better now. Also, expect a lot of players to play over-teched anti-anti-Eldrazi decks that aren't competitive but will ruin your day with weird technology. Not to mention, players who missed the Eldrazi memo and are just having fun with Soul Sisters.

But mostly, expect Eldrazi.

Eldrazi Everywhere

The Grand Prix is unlikely to be as bad as Louisville and its 48% Day 2 Eldrazi rate. It will probably be closer to 25%-30%, which will still be catastrophic by all Modern diversity standards. As a player, remember that even a field at an absurd 50% Eldrazi is still not 100% Eldrazi. You'll have non-Eldrazi matchups, so don't go bananas on metagaming your maindeck.

As an investor, look to sell out of any Eldrazi cards if the deck pushes beyond 30% at any or all of the tournaments. That prevalence will warrant a double-ban in April, by all historical standards, and you don't want to hold the bag when that hammer comes down.

Thanks for reading and let me know in the comments if you have any questions. It's just over a month left until April, and through smart metagaming, good financial decisions, and a little bit of hiding under rocks, we can all weather this storm and ride it out until then. See you all next week to analyze the Grand Prix devastation!

Infographic – Modern Most Played Cards

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.

It's the fourth year in a row that the DCI has dropped the banhammer on Modern during the month of February, reshaping the format.

This year players grieved their beloved Twin and Bloom decks only to enter a world dominated by the Eldrazi. The year before saw the departure of Dig, Cruise and Birthing Pod.

Here’s a visualization of the twenty most played cards in Modern after last two banning announcements...

QS_201602_A Most played in Modern-01 QS_201602_A Most played in Modern-02

Avatar photo

Diego Fumagalli

I have played Magic since Revised edition, a hobby that has followed me my entire life. I recently started creating infographics and using data visualization--a great game deserves a great communication tool!

View More By Diego Fumagalli

Posted in Infographic, Modern, Visualizing Magic1 Comment on Infographic – Modern Most Played Cards

Have you joined the Quiet Speculation Discord?

If you haven't, you're leaving value on the table! Join our community of experts, enthusiasts, entertainers, and educators and enjoy exclusive podcasts, questions asked and answered, trades, sales, and everything else Discord has to offer.

Want to create content with Quiet Speculation?

All you need to succeed is a passion for Magic: The Gathering, and the ability to write coherently. Share your knowledge of MTG and how you leverage it to win games, get value from your cards – or even turn a profit.

Insider: High Stakes MTGO – Feb 21st to Feb 27th

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.

Welcome back for another week of High Stakes MTGO!

This past week was fairly busy, with no less than a dozen positions moving in or out of my account. The Magic Origins full sets I sold brought an influx of more than 3000 tix in only few days. Having 3000 additional tix almost from one day to another won't really change my overall strategy, but I surely need to adapt a tiny bit to a growing bankroll.

When you're not constrained on tix you might think there's less need to sell positions on a rising trend. If you already have a comfortable pool of tix available for any opportunity, why not let a trend ride a little bit longer? While this line of reasoning may be true in several instances I think you have to treat all your positions with the same respect in all bankroll circumstances, almost independently of the number of tix you currently have in your bankroll.

If it's objectively a good time to sell a position or if that position has reached your goals (duration or value) then you should probably sell it, even if it is to add 200 tix on the top of 10,000 other tix while there are no buying opportunities around. You never really know when news such as the launch of Legacy Leagues will hit, suddenly creating dozens of buying opportunities at once. The position you decided to wait on may cycle down and it may take another four months to cycle back up, while you miss out on other opportunities in the meantime.

At the beginning of this series I was telling you that my standard limit when buying a new position was around 200 tix. With a growing account and now a lot of tix available, I decided to increase that limit to 300-350 tix whenever possible.

Here is the link to the live Spreadsheet.

Buys This Week

SS

One of the many Modern staples that didn't survive the arrival of the Eldrazis. But also one of the many most likely to rebound when the ban hammer hits the Eldrazi decks in April.

Scapeshift had been floating in the 25-27 tix price range for more than two weeks. With a potential above 40 tix and Morningtide flashback drafts to be scheduled sometimes later this Summer, I'm taking a position now with the next B&R list announcement as my time target.

CC

The reasoning for the blue command is the same as for Scapeshift. 5 to 6 tix has been the historical floor of Cryptic Command since the inception of Modern. So with potentially another major change in the Modern metagame soon and with Lorwyn flashback drafts being several months away, I decided to reload a few playsets of this command.

TtB

This is my first target from the Kamigawa block flashback drafts. The ban of Splinter Twin and Summer Bloom credited this red instant a value of 20 tix before the Eldrazis ruined everything.

9 to 10 tix was a decent price in my opinion to stock up on these and I won't hesitate to grab more copies if its price returns below 10 tix during the week we have left of Kamigawa block flashback drafts.

KgS

Another victim of collateral damage from the Twin ban that hasn't found a home in a Modern metagame tyrannized by the Eldrazis. After a deep dive from almost 50 tix down to 13 tix, Keranos's price was looking for a floor to rebound.

Supplies of this god are not very high and when I saw the price slightly on the rise I decided to pull the trigger for 22 copies. Hopefully this guy will be on the long list of Modern cards to make a comeback once the next B&R list announcement lowers the power of Eldrazi decks.

BFZ4

This past Saturday the price of BFZ full sets took a slight hit down to 63 tix. This may not be momentary, but since I was planing on buying more BFZ full sets if the prices allows it I added four more playsets at 63.49 tix each. I'm ready to stock up to 50 sets if the price keeps dropping.

Sales This Week

Prices of these two ORI painlands were in my selling range this week and I kept selling copies of Caves while opening my selling account with the Reefs. Still a lot more to go...

MO

This was my target selling price so no hesitation here. 44% profit on a full set spec is fully satisfying for me. I could have made the same move four months earlier, though, when the value of an ORI full set was about the same last October. At least it reached that point again, thanks to Jace, Vryn's Prodigy now orbiting above 90 Tix.

Another bulk spec that hits the mark. Hyped by budget Goblin decks posting 5-0 during Modern leagues, Legion Loyalist spiked to 2 tix a little more than a week ago. The perfect storm to sell my stock of more than 150 gobs.

It seems I may have sold my Bridges a bit too early but at that time they were already slightly above my initial selling price target of 30 tix. Following what I said in the intro of this article I sold my 8th Edition Ensnaring Bridge.

This spec is the first coming from the Modern flashback draft series and represents the perfect example of what I'd like to see from the opportunities created by these flashback drafts---70% profit in 7 weeks. However, let's be frank here, this type of return may not happen often.

A first wave of sales from the next sets to rotate out of Standard in April. By any metric these represent failed investments. Tasigur and Warden should have been sold a while ago. These are yet more reminders that it's advisable to sell when a price spike occurs in Standard, as it may never happen again.

For Hardened Scales, I ironically decided to wake up early on Saturday morning to proceed to a wave of sales. Unfortunately I didn't keep myself updated, only to realize a few hours later that Scales is part of a new Standard deck that made some noise this past weekend at GP Houston.

When I bough Petrified Field I was aiming at moderate returns and a 10 tix selling price. Mission complete here with an average selling price of 11.58 tix. It will be someone else's job to see if these can go higher.

On My Radar

The BFZ full sets dipped a little bit this past weekend and I bought four more copies of them. BFZ is still drafted and prices might keep sliding in the following weeks. How long and by how much is the thousand-dollar question. My budget for BFZ full sets is for about 50 sets, so I'll keep an eye on prices and will keep buying a few sets here and there if the trend is on the lose.

Still with BFZ, singles are also targets to consider. Nothing but Gideon, Ally of Zendikar really sticks out for now. However this set has two cycles of lands with good potential (as with almost every land cycle) and also decent mythics that may rise when Standard rotates.

There are also a few cards such as Drana, Liberator of Malakir that may have good synergy with the potential vampire tribe in Shadows over Innistrad. It may still be too early to fully commit to any single, but Drana for instance has been oscillating between 3 and 4 tix since the release of BFZ.

Could it go below 3 tix before April? And does this card really needs vampires spoiled in SOI to be good? Maybe the good time to buy Drana is simply now after all.

 

Thank you for reading,

Sylvain Lehoux

All Is Dust: Analyzing Modern’s Wreckage

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.

This format has become as hostile as Zendikar. Testing Eldrazi online makes everyone ragequit, and testing anything else leaves me with bruises. Last week, I took a deck I’d already worked on profusely and tweaked it into a hate-machine for the format tyrant. The deck showed initial promise, but soon Eldrazi opponents adapted to my strategy, and I started losing.

all is dust crop

The Modern we know and love is gone. In this article, I’ll detail my final experiences with GRx Moon before abandoning the archetype completely, and give my take on what exactly makes these Eldrazi decks so “fundamentally broken.”

[wp_ad_camp_1]

Last Resort: Powder Moon

Last week, I talked about "canaries in a coal mine," or historically unplayed Modern cards crack the earthwhose presence indicates a deep imbalance in the format. I presented a GRx Moon deck featuring an obvious canary in Crack the Earth. Some intensive testing in the days following that article's publication led me to wonder whether Crack was even worth it in the shell. Attentive Eldrazi opponents played around it in games two and three, leading with low-value lands and dispensable permanents like Eldrazi Mimic or Relic of Progenitus. In the late-game, Crack proved all but dead, allowing opponents to sacrifice their worst permanent on board and hardly affecting the game.

I wasn't ready to give up on GRx Moon just yet. After all, in a format dominated by a deck wielding so many nonbasics, there had to be a spot for the archetype. The games I lost against Eldrazi were the ones where I couldn't resolve a Moon on turn two or earlier. Since Magic only lets us run four copies of a card, I needed to introduce a new canary to maximize the odds of hitting my relevant disruption on time: Serum Powder. Powder has never worked in this archetype before, but in such a high-pressure environment, I wondered if it wasn't necessary for the starts I needed. It's been great for me in Eldrazi shells, so why not try it here? After some tuning, I landed on this list:

Powder Moon, by Jordan Boisvert

Creatures

4 Simian Spirit Guide
4 Tarmogoyf
2 Magus of the Moon
4 Huntmaster of the Fells

Artifacts

3 Serum Powder

Enchantments

4 Blood Moon

Instants

4 Desperate Ritual
3 Dismember
2 Tarfire
2 Lightning Bolt

Sorceries

4 Boom // Bust
4 Faithless Looting
2 Forked Bolt

Lands

4 Darksteel Citadel
4 Wooded Foothills
4 Windswept Heath
2 Stomping Ground
2 Mountain
2 Forest

Sideboard

2 Anger of the Gods
1 Grafdigger's Cage
3 Shatterstorm
3 Ancient Grudge
3 Stormbreath Dragon
1 Dismember
1 Flame Slash
1 Choke

Building the Deck

I know this deck reads like a pile of trash. It used to be much cleaner. The mainboard originally looked like this:

-2 Tarfire
-2 Forked  Bolt
-1 Dismember
-2 Huntmaster of the Fells

+2 Lightning Bolt
+4 Goblin Rabblemaster
+1 Serum Powder

I won’t go too deep on the card choices here, but rapidly growing Goyf past Reality Smasher was important enough to shave Bolts for Tarfires. Forked Bolt plugged some other holes and answers Skyspawners at parity, and Rabblemaster got walled too often for my taste. Huntmaster of the Fells, on the other hand, allowed me to stabilize the board and dealt a hefty amount of damage just by flipping back and forth. Eventually, I could alpha strike opponents with a bunch of Wolf tokens.

Testing it Out

For testing, I started with six unsided games against a friend piloting my take on Colorless Eldrazi. Here's that, for reference:

Colorless Eldrazi, by Jordan Boisvert

Creatures

4 Eldrazi Mimic
4 Thought-Knot Seer
4 Reality Smasher
4 Endless One
4 Endbringer

Artifacts

4 Serum Powder
4 Chalice of the Void

Instants

4 Dismember

Lands

4 Eye of Ugin
4 Eldrazi Temple
3 Urborg, Tomb of Yawgmoth
4 Ghost Quarter
1 Sea Gate Wreckage
4 Blinkmoth Nexus
2 Mutavault
2 Wastes

Sideboard

3 Gut Shot
2 Ratchet Bomb
1 Crucible of Worlds
2 Relic of Progenitus
2 Ensnaring Bridge
3 Oblivion Sower
2 Warping Wail

We made one major change to bring the deck closer to online versions, cutting four Serum Powder for two Ratchet Bomb and two Spellskite. On paper, this change should benefit the Moon deck, since Powder gives Eldrazi a way to make colorless under the iconic enchantment. Here are my results:

  • On the play: 0-3
  • On the draw: 3-0

We couldn't believe it. Why would the Moon deck lose on the play, but not on the draw? Even more absurd, in each of those on the play games I lost, I cast turn one Blood Moon. A damning combination of Eldrazi Mimic, Endless One, and Dismember destroyed me in these games before I could stabilize the board.

Blood MoonThe resources necessary to cast turn one Blood Moon left me too down on cards to chase the lock piece with game-winning cards like Huntmaster. We did another six games without sideboarding, and I resolved not to slam my Moons on turn one. The new numbers:

  • On the play: 1-2
  • On the draw: 2-1

A similar story, although we each got a game in on the play this time. To combine the numbers, our twelve games yielded these results:

  • On the play: 1-5
  • On the draw: 5-1

The 6-6 game split doesn't give me great confidence in GRx Moon's ability to stop Eldrazi. Serum PowderPowder Moon is basically pre-borded against the colorless menace, so if all we can manage is to tie things up, I don't think these results even warrant any sideboarded games. If this hate-filled deck had any real promise, it would at least boast a 60% win rate against its supposed prey.

Powder Moon also seems worse going forward. For one, I tested the deck against Colorless Eldrazi, a stompy deck with fewer pilots by the event. Players seem to be migrating en masse towards more aggressive Ux builds and heavily metagamed GR versions, which doesn't bode well for GRx Moon in general. I mostly lose games to wide fields of x/2s and x/1s against the blue Eldrazi decks (explaining the pair of Anger of the Gods in my sideboard), and Kozilek's Return from the GR deck can easily dispatch a growing Huntmaster army. That variant even runs Mind Stone sometimes, meaning Blood Moon won't necessarily cut opponents off colorless.

What Makes Eldrazi So Good?

Sheridan's latest article gives us even more hard numbers pointing to Eldrazi's inherent brokenness. But this revelation is hardly news for Modern aficionados. As early as before the Pro Tour, major websites published articles calling for an Eldrazi Temple ban. After the tournament, pros were quick to peg the deck as “fundamentally broken," pointing specifically to its lands. By now, everyone knows Eldrazi is busted in Modern. I’m still not convinced everyone knows why.

Sol Lands: Card Advantage and Speed

In "Turn Four Ulamog: Reshaping Modern with Eldrazi Stompy", we explored the obscene power of Sol lands, which simultaneously provide card advantage and speed. A brief recap:

Disrupting ShoalAchieving great speed generally comes at the cost of card disadvantage. In Temur Delver, Disrupting Shoal chews through our hand so we can create a board state so favorable that a single Mana Leak (read: Time Walk) brings the game home. In ritual-based builds of GRx Moon, Simian Spirit Guide and Desperate Ritual allow us to trade one card for one mana, enabling us to resolve Blood Moon a crucial turn earlier.

Conversely, accruing card advantage should cost players speed. For a classic example of this principle, we need look no further than Divination. This sorcery puts us up one card, but it asks us to spend three mana during the main phase, hindering our board development. Treasure Cruise, Gush, and Necropotence all violate this rule, giving pilots a hand full of cards for minimal mana investment. To an extent, so does Dark Confidant; as long as Bob exists in a format where a 2/1 for 1B holds some relevance, his upside of drawing a card per turn at the cost of mere life ensure his staple status.

Based on these analyses, speed and card advantage should not exist in the same place. When they do, broken decks emerge - take Treasure Cruise Delver, GAT, and Trix as examples. Unfortunately, since Sol lands act as two lands in one, they put players up a card just by being in play. And since they tap for two mana, they also provide speed, allowing Eldrazi pilots to operate twice as quickly as their opponents.

Who's the Beatdown?

We’ve established that Eldrazi’s lands allow it to operate on an axis separate from that of most Modern decks. But how does its brokenness manifest during a game?

Many of you have read Mike Flores’ classic "Who’s the Beatdown?” In this article, Flores examines the importance of knowing your role in a matchup. To quote him directly:

"Let me give you an example: At a 1.x PTQ in Washington D. C., my teammate Al Tran was playing for a top 8 slot vs. Sligh. Al was playing Lan D. Ho's White weenie/Jank deck, normally an aggressive deck... But not vs. Sligh.

[…]

Al was a beatdown deck, and he wanted to deal damage to his opponent via the Jackal Pups. However, in this particular matchup, he had to play the control deck. You see, Sligh is just much faster than Jank, so Jank's way to win has to be stifling Sligh's early speed with removal, and then locking down the midgame with Cursed Scrolls. Because Sligh also has Cursed Scrolls, as well as more Bolts than Jank, the only way that Jank can win is to make sure it has a decent life total as it plays its own threat cards."

When I play Temur Delver against Affinity, I’m unfavored in game one because Affinity is much faster than me. I’d rather be the control in this matchup, but my control tools are in the sideboard. If I try to be the control in game one, I'll run out of disruption faster than Affinity runs out of Cranial Platings. Subsequently, I often lose game one because I have no choice but to be the beatdown and try to race my opponent. In practice, it usually looks like this:

Turns 1-2: Play threats. Start attacking.
Turns 3+: Disrupt Affinity. Vapor Snag, Mana Leak, etc.

After siding, things change drastically; I have Huntmaster of the Fells, Ancient Grudge, and Pyroclasm to lean on, and can easily take on my preferred control role in this matchup. Now, my role is inverted: I disrupt the Affinity player with removal and board wipes, then land a Tarmogoyf or Huntmaster to carry the game away. By the time those creatures land, Affinity should be out of gas. Another visual:

Turns 1-3: Disrupt Affinity. Lightning Bolt, Pyroclasm, Ancient Grudge, etc.
Turns 4+: Play threats. Start attacking.

When I started brewing Monkey Grow, I lost many matches to Affinity because I simply didn’t know what I wanted to be doing in the matchup yet; I hadn’t established whether I was the control or the beatdown, or when I would switch.

Having it All

Wild NacatlAgainst a deck as fast as Affinity, most decks opt to take the control role. Eldrazi has an early game that’s just as explosive, rendering a beatdown plan unattractive; nobody wants to cast Goblin Guide and Wild Nacatl when opponents can match these threats with Thought-Knot Seer and Reality Smasher. But taking a control role against Eldrazi proves just as dangerous, since the tutoring power of Eye of Ugin gives the deck a late-game as solid as Tron’s. Should you run Eldrazi out of gas, the Eye threatens to take the whole game back unless you can now kill them right away. Additionally, GR plays to a long game with World Breaker recursion or Ulamog, the Ceaseless Hunger, and UW can even deck players out with Eldrazi Displacer and Thought-Knot Seer.

To reliably beat Eldrazi, interactive decks must disrupt, then commit, then disrupt again. Thanks to the resources and right-time answers necessary, few decks are able to consistently play this way. In practice, it looks like this:

Turns 1-3: Disrupt Eldrazi. Spreading Seas, Dismember, Path to Exile, etc.
Turns 4-7: Play threats. Start attacking.
Turns 7-10: Disrupt Eldrazi. Mana Leak, Cryptic Command, Remand, etc.

Eye of UginOn turns 4-7, the threats come down to pressure an immobilized Eldrazi player. Even without considering that Eye of Ugin becomes active in a couple turns, this plan doesn’t really work. The reason: threats that come down for 2-5 mana can’t really tangle with cards like Reality Smasher, which opponents can topdeck at any time. 4/5 Goyfs, Batterskull tokens, Tasigurs, and Siege Rhinos are immediately outclassed, presenting nasty new roadblocks in the three-turn window players have to beat Eldrazi. Not that it would actually predate Eldrazi, but only Splinter Twin has a reasonable way to kill opponents in that tiny window.

We’ve seen similar Catch-22 situations in the past, with decks like UR Delver. You could Pyroclasm away their threats, but they would respond with a Treasure Cruise and flood the board all over again. While Affinity gives up the late game and a resilience to sweepers for strong starts, and midrange decks sacrifice early game points to dominate later on, Eldrazi has its yummy Gatewatch cake and eats it, too.

Copwatch: Policing the Police

The final issue with Eldrazi is that its natural checks are easily checked. We can dismantle Affinity’s “nut draw” with a Pyroclasm or a Shatterstorm, but no such card exists to erase Thought-Knot Seer and Reality Smasher. Modern’s available options, like Supreme Verdict, cost a whopping four mana, meaning players need to topdeck them at the right time or pray opponents don’t draw a Thought-Knot Seer before turn four.

If interacting is such a losing proposition in this metagame, why not just go linear and hope to race? For three reasons:

  1. Eldrazi interacts with linear decks quite well. Turn one Chalice of the Void, turn two Thought-Knot Seer, turn three Ensnaring Bridge, and turn four Worship are all viable Eldrazi plans, not to mention the constant threat of Dismember with Simian Spirit Guide (or Gut Shot without it).
  2. Eldrazi can painlessly pack checks to linear strategies. Stony Silence, Spellskite, Relic of Progenitus, and Ratchet Bomb invalidate a host of otherwise feasible strategies.
  3. Eldrazi is a faster linear deck. At the Pro Tour, we saw Eldrazi decks goldfish turn three and turn four victories against helpless opponents. LSV’s Eldrazi article on Channel Fireball even opens by outlining a possible turn two kill.

It seems on the surface like Affinity might be poised to beat Eldrazi. Austin Holcomb defeated Ghirapur Aether GridUW Eldrazi in the Louisville finals last weekend, by transforming into Lantern Control with the esoteric combination of Ghirapur Aether Grid and Ensnaring Bridge in the sideboard. Really, two decks beat Eldrazi in the finals, not one. The Eldrazi decks of the future can prepare for this combo with more Disenchants, but Holcomb’s victory doesn’t signal a period of Affinity dominating Eldrazi for another reason. To quote Sheridan’s Wednesday piece, “When your best police deck is so easily counter-policed, the format is in trouble.” Stony Silence, Hurkyl's Recall, and Ancient Grudge all give Affinity a hard time, and in Eldrazi colors. A distinct lack of efficient hosers for Eldrazi decks all but guarantees Modern will be crawling with the colorless critters until April.

The Horrible Future Is Now

Eldrazi Temple’s flavor text couldn’t have turned out more accurate. Along with Eye of Ugin, the card helped create the most oppressive deck Modern has ever seen. I still look forward to GP Detroit. As much as I wanted to play Delvers at that tournament, I think it’s good of Wizards to hold off on banning Eldrazi cards until April, lest they set an unfortunate precedent. But Eldrazi won't back down in the next few weeks. Good luck to everyone representing the Gatewatch - I’m siding with Endbringer for this one.

Lessons Learned at the Eldrazi Open

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.

For those who haven't seen it yet I decided to play a pretty sweet brew at SCG Louisville, aka the Eldrazi Open.

Abzan Company

Creatures

2 Anafenza, Kin-Tree Spirit
4 Birds of Paradise
3 Voice of Resurgence
2 Melira, Sylvok Outcast
3 Viscera Seer
4 Blood Artist
4 Kitchen Finks
3 Painter's Servant
3 Teysa, Orzhov Scion

Spells

4 Lingering Souls
4 Collected Company
2 Chord of Calling

Land

2 Gavony Township
1 Marsh Flats
4 Verdant Catacombs
1 Wooded Bastion
3 Horizon Canopy
1 Godless Shrine
1 Temple Garden
2 Overgrown Tomb
4 Windswept Heath
1 Forest
1 Plains
1 Swamp

Sideboard

1 Liliana, Heretical Healer
1 Fiend Hunter
1 Scavenging Ooze
1 Spellskite
1 Qasali Pridemage
2 Path to Exile
1 Fulminator Mage
1 Reveillark
1 Burrenton Forge-Tender
1 Big Game Hunter
1 Orzhov Pontiff
1 Kataki, War's Wage
1 Eternal Witness
1 Reclamation Sage

The deck tech can be found here.

The deck had been testing extremely well, so why is it that I finished with a 6-3 record and failed to make day two? I fell into the trap that is to try and beat the best deck in the room with a deck that is gunning for it. Most of my playtesting had been against the Eldrazi decks, and I failed to test against much else. I mean, everyone would be playing Eldrazi right? Wrong. Even if modern is getting less diverse due to the Eldrazi decks, Modern is still a format where you will face a ton of variety. It was due to not being prepared against the other decks in Modern that I failed to day two.

lessons

How/what can I learn from this experience? This is the question that I have been asking myself since I have been back home. Here are the things that I can take away from this weekend. "What" I can learn is that no matter how good you think your deck is against the expected best deck, you must make sure that you deck is still just a good deck abstractly. While I think the Abzan Company deck is still good, I don't think it is good enough versus the field the way that I built it. "How" I can learn from this is just remembering the feeling I had after day 1. I had such high hopes for this Open. I had tested and came up with a great list. I was prepared to take on the Eldrazi head on, but they were nowhere to be found. Instead, I faced decks I was less prepared for and took one too many loses. I found myself on the outside looking in. With so much time put in, it was a terrible feeling to not even be playing on day two.

motivation

These types of feelings can either bring you down and leave you wanting to quit, or they can drive you and force you to work harder to not let this happen again. For me, I'm using it as a driving force to become a better player. I take this lesson to each testing session, FNM, Open, GP, etc and I will not fall into the same trap. I will still test sweet brews because I love making them, but I will make sure that I test vs enough of the field and for long enough to get a realistic view on how good the deck is.

Okay enough with what I learned. Lets put these lessons to work! With all this information that I have now I have a pretty good idea of what I would play if I were to battle in GP Detroit. I would either play UW Eldrazi or Affinity. As I'm not a huge fan of UW Eldrazi, and I am a huge fan of Affinity, I would most likely be playing Affinity. Here is the list I am currently starting with.

Affinity

Creatures

4 Arcbound Ravager
2 Master of Etherium
3 Memnite
4 Ornithopter
4 Signal Pest
1 Spellskite
3 Steel Overseer
4 Vault Skirge

Spells

4 Cranial Plating
4 Springleaf Drum
2 Dispatch
3 Galvanic Blast
1 Dismember
4 Mox Opal

Lands

4 Darksteel Citadel
1 Swamp
4 Blinkmoth Nexus
4 Glimmervoid
4 Inkmoth Nexus

Sideboard

1 Grafdigger's Cage
2 Etched Champion
3 Ensnaring Bridge
1 Torpor Orb
1 Spellskite
2 Ghirapur Aether Grid
2 Ancient Grudge
1 Thoughtseize
1 Stubborn Denial
1 Whipflare

Savvy readers will notice that this deck is very close to the one that Austin Holcomb won the SCG Open with. I feel like you are breaking a lot of the Affinity "rules" with this deck, but I think it is fine given how the meta game is in Modern right now. The biggest thing is that I don't like having this many removal spells in my Affinity decks, but I feel like that you need to have one in your opener or very early in the game to beat the Eldrazi decks. The inclusion of sideboard Ensnaring Bridge is also quite odd. This card isn't really breaking the rules of Affinity, but it isn't a card you usually see in Affinity boards, or in sideboards of decks that usually win by attacking with creatures. The great thing about most of your creatures is that they are all pretty small before getting pumped by things like Cranial Plating, Arcbound Ravager, or Signal Pest.

There was an error retrieving a chart for Ensnaring Bridge

While Austin had some amazing insight on so many levels of this Affinity list, I believe that there can still be improvement. I have changed one Galvanic Blast to a Dismember so that I have three ways to kill a Reality Smasher. This is important, as it is the only creature that you can't chump block. Next, I changed the Mountain to a Swamp. With the sideboard plan of attaching the Cranial Plating at instant speed, it is important that we have access to two black mana. I also have moved the Etched Champions to the board. In a format filled with colorless creatures, Etched Champion just isn't the champion it once was. The sideboard changes are just a few things that I personally like. I don't like Whipflare as much now that we have Ghirapur Aether Grid. I do like Thoughtseize, but wanted room for Stubborn Denial. With so much Eldrazi in the format, I wanted a third really powerful hate card for them as well, so I added the third Ensnaring Bridge. The third Bridge could be a Worship so you don't get blown out by Hurkyl's Recall, though tacking a white mana onto the spells cost is a downside that is likely to matter.

So there you have it. While the tournament wasn't the best, I have learned something new. You hope to be winning while learning these lessons, but you can't win them all. Once again thanks for reading!

Follow me on twitter @conanhawk

High Stakes MTGO – Feb 14th to Feb 20th

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.

Welcome back to High-Stakes MTGO!

This week has clearly been calmer than the previous one. We are now emerging out of Pro Tour Eldrazi and Oath of the Gatewatch (OGW) release events. This means I'm expecting several Modern staples I put on the sideline two weeks ago, and all Standard cards, to rebound in the following weeks. With some Legacy in the mix as well, let's see how this is unfolding in my portfolio.

Here is the snapshot of the account as of last Saturday.

Buy This Week

FoW

I missed the first wagon for Force of Will as they quickly picked up from 25 Tix to 33 Tix. The announcement of Eternal Masters (EMA) apparently got people to panic-sell their Forces. I don't think Force is going to be devalued four months before the release of EMA and now that Legacy Leagues have just started. I took advantage of this second opportunity and bought three playsets of the mythic counterspell.

IoK

Inquisition of Kozilek is still a very solid discard card in Modern. Its price has stabilized around 4 tix after Pro Tour OGW. With no reprint in Modern Masters or Modern Masters 2015 the price could spike again to 10 tix if demand cycles up again.

Sales This Week

My current selling price with Caves is 2.5 Tix. This bar was crossed in several instances this past week and I sold another 50 copies of so. Now that OGW release events are over, other Standard prices might accentuate their rebound, including Magic Origins painlands.

Depending on how prices evolve for Caves of Koilos I might be looking for higher selling prices, but I'm very comfortable selling a good chunk of my position at 2.5 Tix.

THS

Redemption of Theros sets has stopped. The price of THS full sets has plunged and there's no reason to wait for anything else here. I sold my copies as soon as I heard the news.

Coldnsap flashback drafts are not too far away and the price of Arcum Dagsson nosedived this past week. I have no reason to hold onto this position at this point. I sold all my copies with a little 13% profit, better than nothing.

On My Radar

We're almost a week in and many Legacy prices have rebounded to where they were in November to December during the Legacy MOCS. The Vintage Masters (VMA) dual lands are getting close to their price at release one and a half years ago.

I'm closely monitoring my Legacy positions and I might sell these very soon. I'll discuss this more in detail below, but I didn't intend to keep my Legacy positions for the long run. With an already decent profit I might simply cash out in a week or two at most.

My portfolio holds several Khans of Tarkir and Fate Reforged positions, including Warden of the First Tree, Tasigur, the Golden Fang and Dig Through Time. All of these guys are rotating out of Standard in about two months. Now that we are clear of OGW release events there's only a very short window where players may want to buy these before prices crash. I'll be looking to sell my KTK and FRF positions very soon, even at a good loss.

Questions & Answers

Legacy Specs, Reserved List and Eternal Masters

Q

The announcement of Legacy Leagues set up a perfect ground for obvious and profitable specs. Staples all across the Legacy format jumped in price in a few hours and are still on the rise less than a week into Legacy Leagues.

Everything was thought to be an easy ride and then Eternal Masters with its two first official spoilers---Wasteland and Force of Will---was announced. The VMA version of Force spiked from 23 tix to 33 tix in 24 hours only to be back to 25 tix four days later when EMA was announced. Overreaction? Fear? Nonsense? All of the above?

Is EMA a threat to the Legacy targets acquired two weeks ago? And are there profitable positions to be taken regarding cards on the Reserved List? Short answers: no, and no.

To begin with, my perspective on Legacy Leagues-related specs had always been short-term. The announcement of Legacy Leagues created a boom and several cards have already doubled in price, while others may still grow for a few more weeks. Nonetheless the leagues end April 13th and I don't want to wait until April 12th to see how high my Legacy specs can go or if they can only sustain the Legacy Challenge. In summary, I'm most likely to exit my positions very soon, most likely before mid-March.

Force of Will has been spoiled in EMA. Infernal Tutor or Counterbalance might also be in this set, and the tutor has been rumored to be in. However this is mostly irrelevant information at this point for what I'm concerned.

EMA will be released in four months, well beyond my selling point for my Legacy specs, and a reprint in EMA should not really affect your strategy regarding Legacy specs. With already great gains I believe the correct strategy is to sell early rather than waiting for cards to break new record highs they may never see.

By the way, I kind of missed the first boat on Force of Will when Legacy Leagues got announced but the big price drop following the EMA announcement let me buy three playsets of VMA Force at ~25 tix each. They are back to 30 tix as I write this.

Concerning the Reserved List. If this is a sacred institution for paper Magic, there is no such a thing on MTGO. Anything and everything can be printed and reprinted at will in the form of special sets, promos or flashback drafts. Cards from the Reserved List won't be in EMA and dual lands and the like may have a better chance to sustain the price hike they recorded these past two weeks.

However you should not think that's a safe investment in the long run. I will sell my dual lands in March as well. It would be totally possible for WotC to plan a series of flashback drafts including Vintage Masters or any of the Masters sets before or after EMA is released online. Don't be caught by surprise---anything can happen on MTGO.

 

Thank you for reading,

Sylvain Lehoux

Insider: The Struggles Facing Eternal as a Format

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.

With the announcement of Eternal Masters, we have seen a lot of price spikes for cards on the Reserved List. Some of them, like the spike of Volcanic Island, make sense. Others are clearly speculators making grabs at literally anything that can't be reprinted. When's the last time you've had a Legacy opponent cast a Meditate?

There was an error retrieving a chart for Meditate

The whole thing stinks of bad speculators investing in nonsense that they'll only ever sell to greater fools. It's extremely reminiscent of investing in 93/94. Yes, prices on many cards are spiking---many are even the cards people want to play! That said, this type of speculation is both toxic for the formats that it impacts and just bad investing.

I've had some Arabian Nights cards that were inflated by 93/94 pass through my store, and much to my surprise I was actually able to sell them, but they're rather absurd targets for speculation. The people who bought them were literally just people intent on reselling them later, likely without understanding that the odds of finding real buyers who want to play these cards for these prices is infinitesimal.

There was an error retrieving a chart for Guardian Beast

More interesting than Reserved List cards spiking, is the question of whether reprinted Legacy staples will be able to maintain any value and/or rebound after they drop. Without tournament support, Legacy can't realistically grow, so Eternal Masters threatens to increase supply without impacting demand, unlike Modern Masters. As such, I don't necessarily like buying reprinted Legacy staples the way that I would advocate for buying recently reprinted Modern staples.

You hear from some players that Legacy is dying, while others have evidence of well-attended Legacy tournaments. I don't think Legacy is dying, though tournament support for large events has obviously decreased recently. Regardless of whether you think the sky has fallen on the format or if you're still able to get local events to fire with good attendance, it is clear that the format's growth has an established ceiling. This is based on the existing copies of cards on the Reserved List, whether we're close to reaching it or not.

People hate the Reserved List. Many Legacy players hate it because it drives the prices of the format to a point where new player acquisition is difficult. Players who don't own Reserved List cards but are interested in owning things like the original dual lands hate it for much the same reason.

The people who make Magic don't like that they can't just give the people what they want, but they understand that breaking literally the first and only promise they ever made would lead to poor customer relations.

There was an error retrieving a chart for The Tabernacle at Pendrell Vale

While the Reserved List isn't going anywhere, many players are trying to find a middle ground between Modern and Legacy---a format where they can play powerful cards like Dark Ritual and Brainstorm, but where manabases alone don't cost over $1,000.

I both own Legacy cards and don't have much in the way of free time to play them, though I do recognize that a supported "Eternal" format would absolutely cause market movement. As such, I've been keeping an eye on the advocates for launching such a format, because it stands to have an impact on my inventory. I'd probably play the format if it looked sweet too, but the full story is that I'm much more interested in the format as a market force.

If you haven't kept up on the movement to make Eternal a thing, Chaz did a good write-up here on Quiet Speculation, and I'd also check out Saffron Olive's write-up on MTGGoldfish from back in November on No Reserved List Legacy. For deeper information, you can swim through the Reddit sub-forum.

Making It Happen

As things stand now, Eternal doesn't look to show any more promise than Tiny Leaders. It has generated some interest, but as far as actually taking off as a format goes, there's a lot of work that needs to be put in.

We're living in a very different world than when EDH, now Commander, became established. A couple people put in some work to make something unique, people saw them play, and pretty soon people were hooked. It took a lot of time for prices of EDH staples in increase in value significantly, and the affordability was a major selling point for many.

Magic markets just don't work like this anymore. You'll recall that there was price movement for Tiny Leaders even when the only way to find a game was to walk around and hope somebody else had a deck. People buy into cards for all kinds of reasons these days, many poorly unsubstantiated ones, and it's impossible for a format to gain traction without price movement.

Making Eternal happen really boils down to the format being marketable. You have to ask yourself both who is going to play this format, and how you're going to get them to play it. There are some real issues with Eternal along these lines.

Affordability

If the problem with Legacy is the Reserved List, then it really just boils down to price. While Eternal would likely be cheaper than Legacy, it would also drive prices for any playable staple relative to how popular the format is. The bottom line here, is that if you want to sell people on Eternal then price is a terrible place to start.

Sure, it's cheaper than Legacy and Vintage. Congratulations. So is literally every other way to play Magic. It's a meaningless statement. Eternal would still be expensive.

As a vendor, I can't operate in the same tournament hall as two other vendors and expect customers to come to me because my prices aren't the worst in the room. Prices either need to be very competitive or they shouldn't be something that you list as a positive aspect of your business. Stop trying to sell people on price with regard to Eternal, or the format will fall flat on its face.

Game Play

If we're comparing format design to operating as a vendor, then the actual quality of playing the format is comparable to selection. I am allowed to charge higher prices as a vendor if I have everything, because you'll probably be selling me your cards to purchase something my competitors don't have. Modern players pay more for Modern than Standard because the format supports game play that they like more.

There was an error retrieving a chart for Serum Visions

So who's your market then? You're going to have a hard time marketing Eternal to Legacy players the way the format is currently discussed. I could play with my Volcanic Island in a well-established format already, so how are you going to sell me on Steam Vents?

Realistically, Legacy players are the last people you need to concern yourself with if you're pitching Eternal. This is compounded by the fact that Legacy players are a relatively small demographic.

Modern players are probably your primary source of players, as they already own much of what they need to play, and this is a real problem for the format. Wizards has already invested a ton in promoting Modern, and there's a risk that people gravitate towards this format with a wider card pool and then start to lose interest in Modern.

Standard players are a possible group to reach out to, but they will likely need to pick up a lot of cards to play Eternal, many of which are rather expensive. New players are incredibly unlikely to pick up the format, in the same way that it takes time to get into Modern.

Realistically, your target market is Modern players. Standard players with money and particularly adventurous Legacy players are potential expansions of this market.

Presentation

So you're sitting down with a Modern player, and they express interest in trying your new format. They ask what the ban list looks like. Your face gets red. You say that it's the Legacy ban list plus the Reserved List. They are unfamiliar with the Reserved List. You present them with a list of hundreds of cards, many of which are unplayable. They laugh in your face and lose interest completely.

Like it or not, presentation matters, and detractors of Modern make a point of saying that too many cards are banned. Eternal's banlist is several pages long, and there's no good reason for most of it. You can't just tell a new player that they can't play Reserved List cards. They won't know what you mean, and there will be a lot of confusion with regard to what's on it and what's not.

Hell, I have to reference the list when I look at building decks for the format. I know that Lion's Eye Diamond is on the Reserved List, so I can't play Belcher. Can I play Oops All Spells?

Oops All Spells

Creatures

4 Balustrade Spy
4 Chancellor of the Annex
4 Elvish Spirit Guide
1 Laboratory Maniac
3 Narcomoeba
4 Simian Spirit Guide
1 Street Wraith
1 Tinder Wall
4 Undercity Informer
1 Underworld Cerberus
1 Wild Cantor

Spells

2 Bridge from Below
4 Cabal Ritual
3 Cabal Therapy
4 Chrome Mox
4 Dark Ritual
1 Dread Return
4 Gitaxian Probe
4 Lotus Petal
3 Manamorphose
3 Summoner's Pact

Are Elvish Spirit Guide, Tinder Wall or Lotus Petal on the Reserved List? I don't think so...? How would a person even know this? It's a matter of memorization or referencing a long and horrible list. If you think the current Eternal banlist is something that could realistically be an element of a format WotC would adopt and support, you've got another thing coming.

The Solution

What you could realistically do is trim the fat and remove all the nonsense cards from the banlist instead of just broadly applying the Reserved List. I don't think it matters if you make Thunder Spirit legal in your format. It's super expensive, but nobody needs it anyway.

There was an error retrieving a chart for Thunder Spirit

This solution is fine, but it still leads to some players laughing at the fact that your format allows Ancient Tomb but bans City of Traitors. You're still subject to arbitrary nonsense. In the course of explaining to Chaz why I thought this was a real problem that isn't getting enough attention, I accidentally came up with a very elegant solution.

Just make the format Masques block forward.

Urza's Destiny was the last set that added cards to the Reserved List, and Mercadian Masques was the first set not to update the list. If we just start with this set we don't have any stupid-looking bans on our format that we didn't expressly add ourselves.

You might wonder about all the sweet cards in Legacy that this format ends up missing out on. Well, seeing as our format is post-Reserved List, they can all be reprinted! Many of which are likely to show up in Eternal Masters!

There was an error retrieving a chart for Wasteland

As of now, there are some goodies that we miss out on. Off the top of my head, Lotus Petal and Elvish Spirit Guide haven't been reprinted into a post-Masques set, and there are definitely some other oddballs like High Tide that don't make it. It remains to be seen if these cards will be in EMA, though the option is still there.

Frankly, missing a few cards leaves a much better looking format than one with a banlist with a scroll bar. This might even be a positive! It helps differentiate the format from Legacy in a more meaningful way, and offers a unique card selection without expressly piling onto the banlist.

Further, this model presents the format as an expanded Modern format---not a limited Legacy. Modern players, once again, are going to be the bulk of your audience. This stuff matters.

Don't underestimate the value of a clean presentation. If you want Eternal to take off, I strongly recommend taking this approach. As it stands right now, Eternal is being presented as a mess of a format that people are claiming is cheap. The presentation sucks and the concept of it being affordable is a lie. I have low confidence in it taking off as it currently exists.

Wrap-up, and Investing in Eternal

If the format is pursued as it's currently drawn up, I would keep an eye on it to see if it's successful in spite of its pitfalls, but I would not invest in anything because of Eternal potential. I would continue to shy away from reprinted Legacy staples, as I see them as being less lucrative than Modern staples. If the presentation for Eternal changes, or if the format takes off as is, then I would revise this position entirely.

Currently, I do think that there will be select positions to watch from EMA, as many of the cards that will be reprinted have non-Legacy applications. My current premise for being interested in an EMA position is casual and Cube appeal.

With the way Wasteland is tanking I imagine that it will increase in value over time after EMA launches, but at nowhere near the rate of Modern staples. Basically what I'm saying is that EMA looks like a good set to avoid out of the gates.

If this position is to change, it will be due to Eternal, and if Eternal is to take off I believe some serious revision is necessary. If you want to see Eternal become a supported format, then I honestly believe the information I've presented here are very important considerations. I wish you luck, and hope that you found this information beneficial.

Thanks for reading,

-Ryan Overturf
@RyanOverdrive on Twitter

Insider: The Intelligent Magic Investor

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.

The Intelligent Investor, written by Benjamin Graham, has achieved an incredible feat. Despite being written over fifty years ago, it has remained relevant and is considered by many a timeless collection of powerful investment ideas.

When I wanted to learn more about investing in Magic cards, this is one of the first places I went in search of some knowledge and wisdom. I'll outline in this article some of the main ideas I took away from the book and how I apply them specifically to investing in Magic.

Many of the ideas I will outline below are very basic. You might be tempted to think that you already understand these ideas and that they therefore are of little use.

You would actually probably be correct in assuming to understand them. The trick, however, is to be so hyper-aware of these concepts that you can implement them perfectly into your own investment strategies. The ultimate goal of this article is, therefore, to increase awareness.

Investing Versus Speculating (Gambling)

(Note: in the Magic community we usually refer to speculating as betting on a card that has not yet been proven, or in other words betting on a card that has the chance to flop. In his book, Graham uses the term speculating synonymously to gambling.)

Graham dedicates the first chapter of The Intelligent Investor to making a clear distinction between an investor and a speculator. According to Graham, "an investment operation is one which, upon thorough analysis, promises safety of principle and an adequate return." A speculation on the other hand, while it may have potential for a high return, does not promise safety and is likely the result of little to no analysis.

So how can we make sure we are making investments and not speculations? The answer, according to Graham, is in "value investing."

Value Investing and Mr. Market

If the speculator makes decisions based on price, then the investor makes decisions based on value (and its relation to price). The key to value investing is to make sure you are only buying when an asset's price is sufficiently low relative to its value.

Graham has us imagine a business partner, Mr. Market, who each day offers to sell us his shares in the company. Mr. Market happens to be a manic-depressive and offers prices that range wildly based on his current mood. In this scenario, we wouldn't let a high or low price influence our beliefs on the value of the shares. Instead, we would try to buy when Mr. Market offers a pessimistic price and sell when he offers an optimistic one.

In Magic this means not being overly swayed by the market price when it is being heavily influenced by speculation. This could be a huge buyout or it could be everyone panic-selling their cards that just got scheduled for a reprint. A good recent example is digital copies of Force of Will when Eternal Masters was spoiled.

There was an error retrieving a chart for Force of Will

Ultimately, in order to correctly assess a card's value we need to develop knowledge and experience in investing in similar cards.

Adequate Knowledge, Tested Judgment

Graham references adequate knowledge and tested judgment as prerequisites to a good investment. In other words you need some degree of expertise and specialization in order to make a good bet. Warren Buffet refers to this idea as circles of competence.

What does that mean for us when we invest in Magic? In one word, it means focus. It means that we should specialize in a particular type of investment based on our own personal strengths.

Do you have a strong grasp of a Standard? You should probably double down on your Standard specs. Have you been playing Affinity in Modern for three years? You probably have some competitive insight into whether or not a new card will fit into the deck.

Play to your strengths, and above all, do not be tempted by opportunities that are outside of your circles of competence. That is one of the easiest ways to lose a lot of money.

Courage

Have you ever panicked and sold a card because its price was dropping only to see it later rise back up to where you had originally anticipated it would reach? I know I have. Our basic human natures will lead us astray and the solution oftentimes is courage.

"Have the courage of your knowledge and experience. If you have formed a conclusion from the facts and if you know your judgment is sound, act on it---even though others may hesitate or differ. You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right. Similarly, in the world of securities, courage becomes the supreme virtue after adequate knowledge and tested judgment are at hand."

Courage is the ability to stick to your guns when Mr. Market is telling you otherwise, and it can only be built on a foundation of adequate knowledge and tested judgment.

Margin of Safety

"In the old legend the wise men finally boiled down the history of mortal affairs into the single phrase, 'This too will pass.' Confronted with a like challenge to distill the secret of sound investment into three words, we venture the motto, MARGIN OF SAFETY. This is the thread that runs through all the preceding discussion of investment policy..."

In the value investing framework, the margin of safety can be thought of as the minimum gap allowed between the price and the value of an asset you are going to buy.

In our Magic investments this means allowing for a significant gap between the expected outcome of an investment and the price paid such that if things go wrong we still won't lose too much money.

For example let's say that your margin of safety dictates only investing in cards you expect to double in price. If your calculations happen to be wrong or if some unforeseen unlucky event occurs, you still have a lot of room before the investment will lose you money. No matter what system you use to determine the future prospects of an investment, you can incorporate this idea of the margin of safety to ensure you only take good bets.

Some Standard MTGO Picks

As an experiment, I'll start listing some cards at the end of my articles that I think are currently a good investment (and at what price I would buy them). I'm normally in the "teach a man to fish" camp rather than the "give a man a fish" camp, but I think some readers may prefer this method. It also may give you some ideas for your own investments, as well as give me a bit of legitimacy if the picks turn out well.

The following are all (online) Standard picks that I would sell either towards the end of their time in Standard or earlier if the meta shifted towards them seeing more play. I think these are all strong cards with Constructed potential that will have a hard time falling much lower.

OGW

  • Inverter of Truth (0.4 tix)
  • General Tazri (0.1 tix)
  • Oath of Chandra (0.01 tix)

BFZ

  • Blight Herder (0.01 tix)
  • Shrine of the Forsaken Gods (0.15 tix)
  • Painful Truths (0.5 tix)

ORI

  • Chandra, Fire of Kaladesh  (2 tix)
  • Tragic Arrogance (0.01 tix)
  • Evolutionary Leap (0.2 tix)

DTK

  • Dragonlord Silumgar (2.5 tix)
  • Dragonlord Dromoka (2.5 tix)
  • Ojutai's Command (0.4 tix)

Song of the Week

We Lost the Sea - Challenger: Part Two - A Swan Song (post-rock, instrumental)

 

As always, thanks for reading, and please let me know if there's anything you want to see more of in my articles! At this point I can take things in many different directions and will tend towards whatever is most in demand from the readers. So be sure to chime in!

- Luca

Insider – QS Cast 24: Eternal Masters and Conspiracy

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.

Play

This week, the cast talks about the effect of two premium sets on the summer’s Magic market. Can this be too much of a good thing? How does this affect future reprint predicting? Topics include:

  • How these sets are designed to be played and enjoyed
  • WOTC’s new plan to get existing players to spend more
  • Whether we can really be sure at any point whether a card is safe from reprint

This show makes a great companion piece to last week’s episode, where we discussed cards and sets that are ripe for a reprint.

Douglas Linn

Doug Linn has been playing Magic since 1996 and has had a keen interest in Legacy and Modern. By keeping up closely with emerging trends in the field, Doug is able to predict what cards to buy and when to sell them for a substantial profit. Since the Eternal market follows a routine boom-bust cycle, the time to buy and sell short-term speculative investments is often a narrow window. Because Eternal cards often spike in value once people know why they are good, it is essential for a trader to be connected to the format to get great buys before anyone else. Outside of Magic, Doug is an attorney in the state of Ohio.  Doug is a founding member of Quiet Speculation, and brings with him a tremendous amount of business savvy.

View More By Douglas Linn

Posted in Free Insider, QS Cast1 Comment on Insider – QS Cast 24: Eternal Masters and Conspiracy

Have you joined the Quiet Speculation Discord?

If you haven't, you're leaving value on the table! Join our community of experts, enthusiasts, entertainers, and educators and enjoy exclusive podcasts, questions asked and answered, trades, sales, and everything else Discord has to offer.

Want to create content with Quiet Speculation?

All you need to succeed is a passion for Magic: The Gathering, and the ability to write coherently. Share your knowledge of MTG and how you leverage it to win games, get value from your cards – or even turn a profit.

Want Prices?

Browse thousands of prices with the first and most comprehensive MTG Finance tool around.


Trader Tools lists both buylist and retail prices for every MTG card, going back a decade.

Quiet Speculation