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A Dim Light: Examining Boros Lumimancer

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By the time you read this, Strixhaven: School of Mages will have been available on MTGO for six days. And some people even have it in paper. Consequently, results are beginning to trickle in which include the new cards. Which means that I can start seeing how well my psychic abilities are developing. And maybe get some insight into what's going on in Modern now. That'd be a nice, but entirely secondary, objective.

With all eyes on presumptive Modern All-Star Clever Lumimancer, I certainly thought that this first week would be the Boros Prowess show. It's just the way these things normally go: the new and hyped card is adopted by everyone online. It has good results thanks to the Law of Large Numbers and simple population density ensuring high results. However, it quickly fades as the other decks adapt and/or streamer interest wanes. At least, that's what I was expecting as I pulled the data from Strixhaven's first week. Spoiler alert: that didn't happen. And I'm not sure why, which makes the examination all the more interesting.

Tale of the Tape

Instead, it looks like Lumimancer is starting slow, at least in comparison to the hype. It's doing better than the MDFC's after Zendikar Rising in a similar timeframe. If that sounds vaguely like I'm damning Lumimancer with faint praise it's because I am. Lumimancer has the advantage of a readymade archetype while it took time for Oops, All Spells to get worked out. It's an especially weak statement considering that Thrilling Discovery is hot on Lumimancer's heels results-wise, and only fits into one deck. And most of Lumimancer's results came from the same event. This isn't like Hogaak levels of immediate saturation, and Lumimancer has the advantage of extra MTGO events during its release weekend.

Which is not to say that the results are poor by any stretch of the imagination. However, given the chatter surrounding the card, it is well below my expectations for a first weekend. And, unfortunately for Lumimancer, I haven't seen anything to contradict the MTGO results. While it is still early, the results that streamers and YouTubers are putting out about Lumimancer doesn't point to a busted card. It is logistically impossible for me to watch every piece of content currently out there, but a strategic audit indicates that for every 5-0, completely busted League run which matches the hype, there's another 0-5 where the deck simply implodes. And the vast majority are 3-2 struggles. Which is... perfectly fine. It's how an average card should do in Modern. But given the hype, it makes me wonder what makes Lumimancer only an average card?

Observations

Obviously, it's still very early. Literally the first weekend. The decks being early drafts and the pilots being inexperienced is certainly a factor. It might already be turning around, but the lag in data reporting doesn't show it. However, if a card is truly busted, then I'd expect that its raw power would make up for suboptimal play and deck building. And I'm not seeing that.

From what I've seen, the issue with Lumimancer decks is Lumimancer. With no help, it's a 0/1 and dies to a weak breeze. At least Monastery Swiftspear is a 1/2 with haste. If the opponent provides any resistance, Lumimancer suddenly becomes a liability. Again, without magecraft triggers, Lumimancer is a 0/1. To save it from a Lightning Bolt requires expending two spells or a Mutagenic Growth. If the opponent is smart and Bolts on their turn, then those resources are expended for no value. And that's not getting into what happens when you dump a bunch of spells into an attack and Lumimancer gets Fatal Pushed orPath to Exiled. Which gives me strong Infect vibes, and that deck doesn't perform well, either.

However, sometimes the opponent offers no resistance. In those cases Lumimancer... is still a bit underwhelming. It seems to offer a single enormous hit followed up by not much. While +2/+2 per instant or sorcery is better than the prowess rate, Lumimancer still starts from 0, so it takes a lot of spells to produce a reasonable, Modern-level hit, but rarely a lethal one. After which, the typical Prowess list won't have much follow-up. Lumimancer requires a surprising amount of help to be good.

The Logical Solution

Naturally, this makes me think that the correct solution is to go all-in on Lumimancer. I thought that this would lead players down the road to filling their decks with Apostle's Blessing, Gods Willing, and/or Blossoming Defense to protect Lumimancer while trying to dump Mutagenic Growth and Gut Shot alongside Assault Strobe to kill on turn two. However, that isn't happening. In the available data, only one deck's seriously going for the early kill.

Mardu Lumimancer, benchsummer (Modern League 5-0)

Creatures

4 Kiln Fiend
4 Clever Lumimancer
4 Monastery Swiftspear

Sorceries

3 Assault Strobe
2 Crash Through
4 Ground Rift

Instants

2 Emerge Unscathed
4 Gut Shot
4 Lightning Bolt
4 Mutagenic Growth
3 Tainted Strike
4 Manamorphose

Sideboard

1 Lurrus of the Dream-Den
4 Path to Exile
3 Postmortem Lunge
3 Shattering Spree
4 Cleansing Wildfire

This deck not only goes for that quick kill with Assault Strobe, Manamorphose, and Ground Rift, it has Tainted Strike to as redundancy for Strobe. However, it's missing the protection elements that I expected. Yes, there's Emerge Unscathed, but that's a two-of when I was expecting multiple fours. I'm guessing that's because there just isn't room and it's insane to not run Bolt. Alternatively and surprisingly (because I didn't even consider it) Flusterstorm not only protects a big turn, but serves to make that turn more absurd.

Jeskai Lumimancer, unagieel (27th Place, Modern Challenge)

Creatures

4 Clever Lumimancer
4 Monastery Swiftspear
4 Nivmagus Elemental
4 Leonin Lightscribe

Sorceries

2 Ground Rift
3 Light Up the Stage

Instants

4 Lava Dart
4 Lightning Bolt
3 Flusterstorm
3 Gut Shot
3 Mutagenic Growth
4 Manamorphose

Lands

4 Arid Mesa
4 Bloodstained Mire
3 Wooded Foothills
2 Mountain
2 Sacred Foundry
2 Steam Vents
1 Sunbaked Canyon

Sideboard

2 Path to Exile
2 Shattering Spree
3 Surgical Extraction
4 Kor Firewalker
3 Bedlam Reveler
1 Lurrus of the Dream-Den

I like this version more than the previous Mardu version. The former has so few creatures that it will have to mulligan a lot, and there's no plan for when things go wrong. The Jeskai version's higher creature count means more (potentially) keepable hands. It can also come back from a failed kill shot thanks to Light Up the Stage's card advantage. I imagine that it also has a huge advantage over other Lumimancer decks thanks to Lava Dart. I anticipate that this is the direction to go with dedicated Lumimancer decks.

The Catch

However, these decks are the exception. Of the seven results for Lumimancer (as of Monday 4/19) these two decks were the only ones even trying to be dedicated All-In Lumimancer decks. The rest were Boros Prowess variants. This is also the direction that the vast majority of content creators have gone. I suspect that, despite claims to the contrary, it's so hard to actually pull off that early kill that it just isn't worthwhile to try. This is something that Prowess players figured out some time ago and have been adapting, but the lesson frequently needs reiteration apparently.

I'm not surprised that players came to this conclusion. It's why, despite favorable metagame positioning, Infect hasn't thrived in years. Any deck can beat one that doesn't provide resistance. However, if the only way to survive even slight pressure is to throw non-recoverable resources at it, resources you need to win the game, then the strategy is doomed to grind down. This being something known, I did anticipate players to move away from All-In Lumimancer, but not for at least another week. I thought that streamers particularly would want to have their fun and roll the dice. That doesn't appear to have happened.

In Comparison

However, it is possible that things will pick up if another lesson from the past gets learned. All-In decks hit their heyday at the end of 2016, which led to Gitaxian Probe being banned. It's been commonly claimed that the lack of Probe is what did the archetype in, but I think that's only part of the equation. Probe was critical for figuring out when to go for the kill, not for getting to the kill. Those decks, particularly the Kiln Fiend decks that are Lumimancer's direct ancestor, had to navigate the game very carefully because they couldn't really protect their threats. At least Infect could spend spells and still win thanks to Become Immense. And I think the way that UR Fiend solved the problem back then should guide Lumimancer players today.

UR Kiln Fiend, NJ4U1 (1st, Modern Competitive League 1/12/2017)

Creatures

2 Monastery Swiftspear
4 Kiln Fiend
4 Thing in the Ice
3 Bedlam Reveler

Sorceries

4 Gitaxian Probe
2 Sleight of Hand
2 Faithless Looting
4 Serum Visions

Instants

4 Mutagenic Growth
3 Lightning Bolt
3 Apostle's Blessing
4 Temur Battle Rage
4 Manamorphose

Land

4 Polluted Delta
4 Spirebluff Canal
3 Steam Vents
3 Island
2 Mountain
1 Blood Crypt

Sideboard

1 Bedlam Reveler
1 Apostle's Blessing
1 Spell Pierce
2 Ceremonious Rejection
2 Death's Shadow
2 Tormod's Crypt
3 Stubborn Denial
3 Young Pyromancer

Right before the ban, UR Fiend had moved away from a single-shot deck towards a midrange deck. Earlier versions had little recourse but to slam down their threat and hope it survived to serve as a cannon to funnel their hand into damage. And that it would be lethal. These later versions could sit back and let Thing in the Ice do the work for them. This was before Fatal Push, meaning that a 0/4 was fairly hard to kill and a 7/9 was vulnerable only to Path to Exile. As the game went longer, Bedlam Reveler would refuel the deck and be a very dangerous threat. All while the threat of sudden death by Kiln Fiend was maintained.

It's possible that Lumimancer might make a similar adjustment. Thing in the Ice probably isn't on the menu anymore, but the similar plan of threaten the swift kill and actually win via creature card advantage has expanded since 2017. The question is whether the metagame is favorable to a deck deliberately slowing down. And if such a decision is better than the alternative.

Boros Prowess

That is especially important given that the default choice has been to just splash white for Lumimancer in mono-red Prowess. I've seen some attempts to make it fully integrated Boros Prowess, but they seem to be doing worse than just adjusting some of the Prowess trigger cards and adding Lumimancer. Frankly, I'm a little mystified, as many of the card choices look more like 2019 Prowess, but here we are.

Boros Prowess, _Tia93_ (22nd Place, Modern Challenge)

Creatures

4 Soul-Scar Mage
4 Clever Lumimancer
4 Monastery Swiftspear
2 Abbot of Keral Keep

Artifacts

4 Mishra's Bauble

Sorceries

4 Crash Through
4 Light Up the Stage

Instants

4 Lava Dart
4 Lightning Bolt
4 Mutagenic Growth
2 Gut Shot
4 Manamorphose

Lands

4 Inspiring Vantage
2 Arid Mesa
2 Bloodstained Mire
2 Sacred Foundry
3 Mountain
3 Sunbaked Canyon
2 Wooded Foothills

Sideboard

1 Lurrus of the Dream-Den
3 Tormod's Crypt
1 Chained to the Rocks
4 Path to Exile
3 Kor Firewalker
2 Revoke Existence
1 Rip Apart

What is typically happening is players start with a typical Mono-Red Prowess deck, remove Blood Moon and Bonecrusher Giant, and replace them with Lumimancer and Crash Through, followed by some tweaks to card numbers and the mana. This version I shared went a bit further, lowering the curve and switching out Seasoned Pyromancer for Abbot of Keral Keep to use Lurrus as a companion. And it seems to be working, so I can't really begrudge this choice.

However, if it wasn't obvious from my tone, this does come off as rather lazy. It's clearly working much better than the dedicated shells, but it's not doing better than any other Prowess deck. Which might mean that Boros Prowess will simply slide into the constellation of Prowess builds. However, it feels like with some actual work, this could be a real contender. Boros Charm is a little expensive by Prowess standards, but it does a lot of damage and can make Lumimancer lethal with double strike. Which makes it far more confusing that those decks that have tried it do worse than these lower-work versions.

What Does it Mean?

It is still very early in Strixhaven's Modern life, and it's possible that I'm being premature. However, going off the hype, I would have expected far more from Clever Lumimancer right out of the gate. More results, more convincing wins, more innovation, and more work being done on the actual decks. That isn't happening. It might be that these decks might need more time in the oven to reach their potential. It may also be that Lumimancer's high ceiling doesn't justify its appallingly low floor.

Shifting Focus to Beta

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Last week’s article on the explosion of Alpha cards was well received. As always, I greatly appreciate all comments and feedback on my articles. One of the most common replies to my coverage of Alpha can be summarized in a simple question: “What about Beta?”

Basically, while Alpha cards sell out across the internet, Beta cards have lagged in their response. Typically, the two sets follow in step, but recently the gap between the value of Magic’s first two print runs has grown. Could that spell opportunity? Does this mean a Beta price adjustment is imminent? What Beta cards are attractive and where should one shop around for Beta rares?

Let’s investigate!

Beta’s Inventory

It’s well-established by now that the print run of Alpha was extremely tiny relative to the size of today’s Magic player base. The estimated number of any Alpha rare is between 1,008 and 1,100. Relative to the millions of players over the 28 year history of the game, this is extremely tiny. It should not come as a surprise that many Alpha cards out basically sold out across the internet, except for a few overpriced listings and the occasional copy in Europe.

But what about Beta? Beta’s print run was nearly triple the size of Alpha’s. That sounds like it’s much larger, but in mathematical reality, three times a tiny number is still a tiny number. The estimates put the number of each Beta rare at about 3,200. That’s still awfully sparse, isn’t it?

So why are Beta cards not virtually sold out across the internet like most Alpha cards? As of the morning of April 18th, there were 23 Beta rares out of stock on Card Kingdom’s site (not counting Crusade, which Card Kingdom doesn’t sell). For Alpha, I counted 96 rares out of stock completely on the site! That’s a huge difference!

There was an error retrieving a chart for Royal Assassin

Can the difference be explained by the differences in print run alone? That may be a small part of it, but we just established that three times a tiny number is still a relatively tiny number.

I have two other hypotheses for this discrepancy (by the way, the same trend of Alpha vs. Beta rare availability exists on TCGplayer). First, Alpha is not only rarer but it also represents the first printing of Magic ever. There’s something to be said for the iconic nature of being first on the market, and I believe this makes Alpha cards a bit more special than Beta. While opinions may differ, I believe there is something attractive from a collectability standpoint when looking at a stack of rounded-corner cards from Alpha.

Speaking of stacking Alpha cards, this brings me to the second hypothesis. There’s a group of players who participate in the ultimate enfranchised format: Alpha 40. This is a format that adheres to the deckbuilding rules during the time of Magic’s initial Limited Edition Alpha release—there’s no four card limit (hello Plague Rats.dec!) and decks are 40 cards instead of 60. And of course, every single card in your deck has to be from Alpha.

There was an error retrieving a chart for Plague Rats

There currently is no parallel, Beta 40 format (at least not one I’m aware of). The number of players who engage in Alpha 40 can’t be huge—the print run itself is extremely self-limiting. However, it only takes a couple dozen interested parties globally to significantly impact the market.

Think about it: if 25 players pick up Alpha 40 and want a certain rare for their deck, it’s effectively absorbing a couple percent of the world’s print run! What’s more, I doubt there are 25 available copies of any given Alpha rare on the market at any point in time. This can really put a strain on Alpha’s inventory. This is strain that is not currently placed on Beta’s inventory.

Perhaps these two factors are combining to create greater pricing pressure on Alpha as compared to Beta. But the discrepancy may soon correct itself.

Shopping for Beta

Given the absolute rarity of Beta rares, it would not surprise me to see their prices climb higher in step with Alpha. In a world where collectibles are hot investments, Beta has got to be an attractive set to own. There’s no Beta 40 format to drive demand for Beta cards in particular, but it only takes a few folks who are priced out of Alpha 40 to get together and play Beta 40 to dent market inventory.

The relative availability of Beta cards is pretty high as compared to Alpha, making it an attractive alternative. Can’t find that Alpha Granite Gargoyle you’re looking for? The cheapest on TCGplayer is over $1000 at this point. But there are currently seven listings for the Beta printing, starting at $250. You could basically purchase a play set of Beta copies for the same price as a single Alpha copy.

There was an error retrieving a chart for Granite Gargoyle
There was an error retrieving a chart for Granite Gargoyle

This trend is common across many rares in the set…for now.

Personally, I believe this is likely to correct. While it’s true that Alpha is technically three times rarer than Beta, I don’t know if Alpha’s price should be more than three times its Beta counterpart. I definitely believe Alpha cards deserve some premium over Beta—I just don’t know if that premium should be 300%!

If you’re OK with moderately or heavily played copies, there are some surprisingly reasonable Beta cards out there still on the open market. As much as I love Alpha, I must admit I’ve begun shopping around for Beta cards as an alternative because they’re still relatively easy to find.

Here’s another example: I love the artwork on Verduran Enchantress. It’s not the most powerful card, it’s not on the Reserved List, but it’s not completely unplayable in Old School. Enchantress can be a thing.

There was an error retrieving a chart for Verduran Enchantress
There was an error retrieving a chart for Verduran Enchantress

I would love an Alpha card as part of the collection. But TCGplayer is sold out, there’s just one $10,000 listing on eBay, and Card Kingdom has one EX copy in stock for $1039.99. That’s too rich for my blood! Fortunately, there are a smattering of Beta copies available for as low as $250. Once again, you can basically purchase a heavily played set of four Beta rares for the same price as a single Alpha copy.

Other Beta cards I found to be relatively inexpensive as compared to their Alpha counterparts include Cyclopean Tomb, Raging River, and Serra Angel (granted the latter isn’t a rare). There are so many available for still-reasonable prices, and I’ve had to prioritize the cards I wanted most due to my limited Magic budget.

Looking Ahead

The relative availability of Beta cards won’t last forever. It may not even last through 2021. With the rate Alpha cards have been disappearing, it wouldn’t surprise me to see Beta move in step this year. I admittedly made it sound like there are more than enough copies of a given Beta rare to go around. But the reality is these are still exceptionally rare, relatively speaking. It would only take a few people buying a playset of Beta Granite Gargoyle or Verduran Enchantress to suck market inventory dry, at least temporarily.

Of course the number of people who actually want a playset of a mediocre Beta rare may not be huge. But it doesn’t have to be! Just like with Alpha 40, just a few folks buying these cards globally is enough to move the needle in a material way. These cards are truly that rare.

So as I look ahead, I am bullish on Beta cards—rares in particular. Their overall print run may be nearly three times that of Alpha, but on the grand scale of Magic’s player base, that number is still miniscule. As much as I’d prefer Alpha rares in my collection for their novelty, I am going to start looking for Beta copies as a cheaper alternative (for now).

There was an error retrieving a chart for Raging River

As long as Magic remains a healthy, popular game—something Hasbro has demonstrated their commitment towards ensuring—then I remain steadfastly confident that Alpha and Beta rares will slowly increase in rarity, decrease in availability, and increase in price. It seems inevitable to me.

Wrapping It Up

First editions of a given collectible are often more desirable than any subsequent printings—especially if the original edition’s print run was smaller than the next. This holds true with comic books, Pokémon cards, books, coins, etc. Magic is no exception to this trend.

That being said, I think collectors should open their mind up to Beta rares as a reasonable alternative to the super-expensive Alpha counterparts. The market is very high on Alpha right now, and it has left a large gap in pricing between that and Beta. Granted the print runs were significantly different, but looking at their numbers relative to the player base in Magic, both are extremely small.

Therefore, Beta offers an attractive alternative when collecting some of Magic’s earliest cards. I have adopted this mindset recently, and shifted focus away from Alpha (which appears mostly sold out across the board) to Beta (where inventory is still relatively stable). If you’re in a similar boat as me—you enjoy Magic’s earliest cards but have limited budget for purchasing cards—you may also benefit to shifting focus toward Beta.

A time will likely come when Beta copies are similarly cleared out of the internet like Alpha. With the way things are going, this feels inevitable. But we’re not there yet, and hopefully there will be enough time for us to pick up the cards we want for our collections before inventory dries up. Like I often say, it all comes down to prioritization. I’m not advocating you rush out and buy up all the Beta rares you can afford this week. But I do strongly recommend you prioritize any Beta cards you’ve been thinking of acquiring for your collections. You just never know when a few players / collectors may decide to pick up some playsets and putting a stranglehold on the market.

Given Beta’s tiny print run, it doesn’t take much demand to do so. The sooner we accept this reality, the better.

Section 9674: How the Stimulus Bill Will Impact Your Online Magic Card Sales

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Today's topic is quite honestly only relevant to the QS members who live in the United States, but it's an important one. H.R. 1319 otherwise known as the "American Rescue Plan Act of 2021" had one late addition to it that is extremely relevant to many of us who sell online. Section 9674 amended the minimum value of transactions that required third party organizations to report to the IRS. It used to be $20,000 and now it is $600.

This means that anyone selling online should have been including their profits in any tax returns that they submit to their relevant government. That being said, there are likely plenty of people who don't. (Quiet Speculation strongly encourages its readers to follow all applicable local laws.)

Many small-time sellers have been able to fly under the radar up until now. This provision becomes active starting January 1, 2022, and I imagine it will have large ramifications throughout the online sales realm.

It's important to note that this change affects far more than just collectible card games. I know plenty of non-Magic players who have some small side income from selling things online, and they too will be affected by this law. It is also very important to understand that the taxable income is only on the actual profits one makes, not on one's total sale value.

Let's take a look at the ramifications of this law and how it pertains to Magic finance.

The Good

This change is not bad for everyone. It is actually very good for anyone who regularly sells more than $20,000 online every year. As they are already getting hit with taxes on that income, this change won't cost them any additional money.

What it does do is put a potentially new burden on many of these larger's vendor's smaller competitors. One challenge many of the larger retailers have always had versus the "backpack grinders" is that they have overhead costs that have to be accounted for that just won't apply to the small-time seller. They have employees, building costs, utilities, and taxes – which all have to be priced into their buy and sell prices.

Smaller sellers often don't have all or any of these costs and thus they can typically afford to buy cards for a little more and sell them for a little less. While many smaller sellers still will not have the employees, building costs, or utilities, they now will have taxes that must be accounted for. For higher-volume sellers, this likely means less competition to buy and that they can buy at lower prices than before.

While I would absolutely suggest talking with an accountant before going deep on deductions, it is worth noting that you can deduct your business expenses from your overall profits before taking taxes into account. These deductions may include things like envelopes, stamps, top loaders, penny sleeves, bubble envelopes, and other incidental costs of doing business.

This law is also likely good news for anyone in the personal accounting field, as they are likely to see a significant uptick in business from a whole lot of new small businesses all of a sudden existing.

The Bad

While this change may be good for larger sellers, it is bad for the smaller ones who have not been claiming their side income on their income taxes. They won't be able to fly under the radar anymore, and the $600 maximum is something many can hit within the first month or two of the year.

I imagine we will see a lot fewer store names on TCGplayer in 2022, as many of these sellers may decide to close up shop rather than perform accounting operations. I also suspect that TCGplayer as a whole will likely see a significant drop in revenue next year because of this, as one of its bigger draws is that one can obtain cards at lower prices than many major retail outlets. This also means one can expect the average price of cards to increase as the cheapest sellers stop selling or have to add the tax burden into their prices.

This is also bad news for those who need to cash out of their collections, as those collections will now be worth less money than before, if only due to the reduction in competition for buying and lower buy prices.

The Ugly

For those who continue to operate their online stores and have sales exceeding $60,0 a significant amount of record keeping will likely be required.

While previously many might simply lump transactions together – "purchased collection for $1200", "sold $800 to a buylist", etc. – as taxes are due on the profit derived from each sale, small-time sellers will need to track their individual sales far more diligently. It is also important to note that inventory gains at the end of each year are also subject to taxation; so if you start the year with $14,000 in inventory and end it with $20,000 than you will be taxed on the $6000 increase.

I know many people buying collections off of Facebook already request TCGplayer collection trackers, which provide an itemized list. If you use some method of determining your offer based on this type of list, then you likely have an itemized purchase price; however, for those who don't, you may want to start determining a method to do so.

It is also important to note that those operating these stores may now be considered small businesses, so beware of any local or state laws that specifically pertain to small businesses.

Conclusion

The change to the online selling landscape will be a major one. I have no doubt that this will lead to a not-insignificant boost in tax revenues for the U.S. government and a whole lot of people struggling to understand all the ramifications of "owning a small business." In the end this change is bad for small online sellers and people who buy their cards online and good for the larger online sellers who already had to deal with all of the tax challenges and now will have less competition over buying and selling cards.

I'm the first to admit that this is a complicated subject, and I would love to hear from anyone who works in accounting, tax law, or another related field who may have additional details or a different perspective.

Paying Tuition: Strixhaven Spoilers Part 2

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And now, back to the spoilers. The full spoiler is now out and Strixhaven launches online this Thursday. In turn, this means that brewing and experimentation is already underway. Which means that the fruits of discovery will begin to make themselves known for next month's metagame update. Having just typed that sentence, I'm worried that my writing is becoming recursive.

In any case, today I'll be wrapping up my quarterly speculative look at which, if any, of the new cards might make it in Modern. And Strixhaven is intriguing. There are a lot of cards with potential that are just slightly off for being Modern staples. With a few metagame shifts and/or the right support, they could be major players. Additionally, as has become (annoyingly) traditional, there are a few cards that are potentially very dangerous. Fortunately, they're manageable. Though it also wouldn't surprise me if MTGO lost its mind over these cards. It just does that sometimes.

End of Lessons

The first thing to discuss is that, unfortunately, learn and lessons didn't pan out for Modern. I'm not sure they're really for anything but draft, honestly. Unless I missed one, all the lessons are sorceries, which hurts their playability as I discussed with Academic Probation. The effects are also muted relative to non-lessons, particularly at their mana cost. Thus, there are only two lessons that even approach being worth a sideboard slot, Probation and Containment Breach. And there are far better maindeckable answers to artifacts and enchantments, so I don't think Breach is needed. I don't think lesson-boards are going to be a thing.

However, good enablers can make up for mediocre payoffs, and a good enough learn card could make lessons work. The benefit of an otherwise playable card finding a the right spell for the job remains very attractive. Unfortunately, therein lies the problem. Professor of Symbology remains the most playable teacher, and that's only because it's in white. It could happen, but given the quality of white's sideboard cards, I don't really want to sacrifice them for a mediocre effect just because I can tutor for them.

That said, Academic Dispute might make it because it's a one-mana Dredge enabler at instant speed. It's theoretically very strong to play Dispute endstep, discard Stinkweed Imp, and immediately dredge it. Of course, Dredge can already do that with Insolent Neonate, which sees no play. Neonate also doesn't require help from the opponent to be active on turn 1. So I'm pretty skeptical. It seems extremely unlikely that learn has Modern implications.

Proof of My Prowess

Strixhaven's theme is instants and sorceries. This makes it rather ironic that nearly all the Modern contenders are creatures. True, the majority of those creatures key off of instants and sorceries, and it's not entirely unexpected given Wizards' design trajectory. However, I would have thought that Prowess would get a few new trigger cards. Or at least cards in its typical colors.

Instead, it got a creature that (if you believe reddit) is utterly busted. Clever Lumimancer is a card with a huge ceiling, and thus is the focus of most Modern speculation. This is because it takes five triggers and an Assault Strobe to kill on turn 2, which is possible thanks to a number of cheats available in Modern. The shortest distance between Lumimancer and victory is two Mutagenic Growth and Strobe. That's far from the only permutation, however. Magecraft counts copies, so Ground Rift, a free spell and Strobe also works. Even just chaining a bunch of spells together lets Lumimancer swing for enormous damage. Naturally, players are already claiming that this potential is utterly broken and there will be a ban.

Which when I point out that we've been down this road before. The proposed play pattern (dumping your hand into a single massive swing) is less like current Prowess decks and more like the Suicide Zoo and Kiln Fiend decks from 2015-2016. Those decks were also looking to generate a massive creature by throwing their hand at it and subsequently seal the deal with Temur Battle Rage, just like the proposed Lumimancer deck.  And the old decks were...mediocre. At best. And haven't had any Modern impact since Gitaxian Probe was banned.

Prowess focuses on chaining cantrips so it's less all-in. It also relies on creatures with haste, value, and/or grow huge and stay that way. This pushes them toward Izzet or Rakdos. Boros Prowess has only really been a thing when the other combinations were high because it could sideboard effective white hate spells (Kor Firewalker mostly). There's another white magecraft card in Leonin Lightscribe, and while the effect is pretty powerful it doesn't solve any problems in Prowess. I think if Lumimancer sees play, it will take a new deck rather than Boros Prowess.

Going All-In

And that seems sketchy. The loss of Probe is huge. Generating the needed triggers will be slightly harder than in 2016, but more importantly it's more risky. Without Probe, Lumimancer decks can't check whether the coast is clear for free. This makes choosing when to just go for it much harder, and using Thoughtseize for that purpose pushes this deck towards just being Scourge Shadow. Also, there's more cheap removal, specifically Fatal Push, than before. Additionally, Lava Dart and Wrenn and Six pose unique problems for a 0/1. There is a reason that Kiln Fiend hasn't done much in the intervening years, and another fragile creature isn't fixing that.

This is balanced by Lumimancer being cheaper than Fiend and triggering off copies as well. It should be easier to kill early with Lumimancer than Fiend. As a result, I can guarantee that the next week of MTGO results will be packed with Lumimancer/Fiend decks. It's a new card, there's hype around it, and there's the huge blowout win potential that never fails to draw stream views. The question is what happens the following week? I suspect that Lumimancer is too fragile and the deck too all-in to survive much scrutiny. It isn't impossible that something entirely new will evolve from there, such as using Lightscribe to power up Young Pyromancer tokens. However, I wouldn't worry too much.

Maybe an Upgrade?

While I don't really agree, I've also heard that Expressive Iteration will see play in Izzet Prowess. The argument is that sorcery speed doesn't hurt since Prowess only plays spells on its own turn anyway, and unlike Telling Time, Iteration is (potentially) card advantage. And I see the point. Prowess already plays Light Up the Stage, and it's easier to cast Iteration when spectacle hasn't been triggered. However, when Prowess is chaining spells, Iteration is a huge choke point since it always costs UR. Every other non-creature is one mana or Manamorphose. If Prowess needed some late game grind I could see it, but as-is, it seems like too big an ask.

Storm seems a more likely home, though even there it's questionable. Again, it always costs UR and that's a bit of a choke point. However, all the rituals make it easier to include a more expensive card and Storm's need to find certain specific cards makes digging three deep a more attractive option. However, again I think that the mana cost is too much in a faster Modern. Should the format move more midrange, I could absolutely see Storm adopting Iteration.

The Hatebears Cometh

In another odd twist, the decks that gain most from Strixhaven are Humans and Death and Taxes. You know, the decks that hate on spells the most. While there's nothing on Thalia, Guardian of Thraben's level, they're solid enough to make it and might give both decks a shot in the arm. Or at minimum require some sideboard retooling.

The headliner is Elite Spellbinder. I'll admit, when I first saw Paulo's Championship card, I was confused. The ability is like nothing we've had before. And the lack of flash seemed to really hurt playability. However, as I've thought about it, I think that Spellbinder will be a very solid card. Humans could always use another way to look at opposing hands for Meddling Mage, and another 3-power flier can't hurt. The disruption is harder to assess. The card that Spellbinder takes (and it's any nonland, for once) is still technically in the opponent's hand (assuming they don't forget about it) unless they cast it and pay the tax. This is pretty mediocre against cheap spells and pretty devastating against expensive ones. This screams sideboard card for DnT against control, combo, and Primeval Titan.

Of particular note is that the card isn't returned when Spellbinder dies, unlike Kitesail Freebooter. This is particularly relevant since Paulo only has 1 toughness and Lava Dart exists. The only way to get the card back is to cast it for extra from exile. This does open up combo potential with Drannith Magistrate, but more importantly it means that if Paulo dies, the spell is still exiled. And without Spellbinder around to remind them, it's entirely possible the opponent forgets about the exiled card. Even online, it's easy to lump all the exiled card together and forget about them. Which means that Paulo may be far more powerful than anyone expects.

Quiet, You!

Speaking of Meddling Mage, Strixhaven brings a new one. Kinda. Silverquill Silencer doesn't actually stop opponents from casting the named card. It just punishes them severely. And for a fast aggro deck like Humans, that might be enough. Three life and a card to cast a spell is no small price in a vacuum, and worse when on a short clock. This is balanced by the named card still being castable, so unlike Mage, Silencer doesn't actually stop sweepers nor prevent a combo turn. It just ups the price. As a result, Silencer will never replace Mage, which is probably why it gets an extra point of power. I also have doubts that it would see play in decks that wouldn't play Mage in the first place. However, it makes sense as extra Mages. Which makes me wonder how to fit the new cards into Humans, which in turn suggest that the deck needs a rebuild.

Questionably Hateful

Finally, there's Stern Proctor. I don't think there's ever been an effect like Proctor's before. Plenty of cards stop creature ETB triggers, but Proctor hits every permanent. It therefore has very wide ranging potential, including as an enabler. Proctor is symmetrical, which is normally a drawback and makes playing it in DnT or Humans awkward. In the right shell, however, you can choose to just not pay Proctor's tax on your own negative triggers. However, the only card that I can think of which wants this is Lotus Field, and a deck with Field wouldn't play Proctor.

On that note, the main decks that I can see Proctor being good against are land decks. I'm specifically excited at the thought of Vialing in Proctor in response to Scapeshift and taxing all the triggers. Killing Proctor with the first trigger accomplishes nothing, too, since its taxes all go onto the stack first. However, I'm conflicted about using it against Amulet Titan. On the one hand, it hits Primeval Titan and Amulet of Vigor, seriously hampering the deck's ramping and gameplan. On the other, it also hits the Karoo bounce trigger, which can be a positive or negative depending on the intended sequencing. I want it to be good there, but I'm not sure it will happen.

I'm not as high on Proctor as some. There aren't a ton of other triggers that Proctor uniquely hits compared to Torpor Orb. Still, taxing noncreature triggers is unique, and potentially quite powerful and disruptive.  Proctor is kind of a mixed bag. I would expect it to be played against DnT and Humans more than by them, and it's not bad in that role. The benefit of doing so is using it as splash damage in a few other matchups.

Next Semester

In addition to the cards I'm specifically calling out, there are a number of interesting role-player cards that might see play if existing decks need a specific niche filled. but these are primarily sideboard cards and so there are more question marks than normal. All in all, Strixhaven is an interesting but not overly powerful Modern set. So long as Lumimancer doesn't turn out like Valki, God of Lies, anyway.

Alliances: A Haven for Amateur Investing?

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For the longest time, Alliances had a very unbalanced distribution of cards with financial value. The most value was usually seen in Force of Will, with the card fluctuating around $70-$110 for most of its time on the market. There were a few other cards that held value similar or nearing that value, but up until the last five years the movement on those lesser cards were minuscule. I remember hearing someone say that opening a box of Alliances was basically Force of Will or bust.

That statement being a vast oversimplification of the facts, with several cards holding ten bucks or more for a vast majority of the lifespan of the product, but it does hold a small aspect of truth. The value of Alliances as a set has evolved a lot in the last five or so years, and even more so with the massive rush on Reserved List cards in the past 6 months. This exponential growth in value, coming from a place of low value in most of the cards in the set, has allowed it to be a very interesting entry point for some investors.

Probability

The expected value of the singles of one sealed box of a set is based on probability, and how much people want the cards that are available. Simple supply and demand right? Not really. With the pull rates in two given boxes varying slightly, you can't ever fully predict the value of a single booster box. Alliances further complicates things with multiple rarity classifications. Force of Will appears twice on the uncommon sheet, with a 110 card uncommon sheet. This leaves the odds of a Force of Will being in any specific uncommon slot in a single pack being around 1/55. The packs themselves held 12 cards with 3 uncommon cards among them. One booster box of Alliances contains 45 packs.

This leaves a 3/55 chance of pulling a Force of Will in a specific booster pack of Alliances, which means that in a whole box it is likely for you to pull around 2-3 Force of Will's in any given booster box. This meant that the margin's for making back your money, with the minimal to non-existent value in other cards in the set, and the astonishingly low price of an original Alliances Force of Will, are very low, making this set primarily a sealed investment for most, as box supply diminished, sealed prices rose, and a false sense of abundance for singles was established.

There was an error retrieving a chart for Force Of Will

What stays down...

This set was released almost 30 years ago. There 31 reserved list cards in Alliances. A set with 150-ish cards in it, having 31 cards on the reserved list isn't necessarily crazy on its own, but in combination with other factors, including the undervaluing of the majority of these cards, has made buying a decent amount of reserved list cards for dirt cheap is very possible. Even now, the 3 lowest value reserved list cards in this set are all under $4.

However, with the reserved list itself seeing a steady increase over the past year, with massive spikes in the past couple of months, it had to happen sometime. With RL cards this cheap, it's a no-brainer that they would eventually rise. The market incorrectly priced most of these cards. A set this old, only one card over 60 bucks? This isn't Fallen Empires!  Even with the non-reserved list cards, you have some value with Elvish Spirit Guide. Something had to change, and with a set that old, with the existing level of value, it didn't make sense for it to go down any further. People saw the discrepancy, and it was soon corrected.

As an entry point into MTG Finance

As a lot of newcomers are entering the MTG Finance space, new investors are always on the lookout for the next quick buck. The quick gains make sense to most new investors, and can often teach important lessons about investing long term, the risks of participating in the market, and the risks of not doing so. The easily quantifiable gains allow new investors to see the value of these investments if not portraying them a tad unrealistically.

With a large number of cards experiencing gains, and those gains being consistently high across the board, it's an easy starting point for those new investors to acquire a decent amount of inventory without much need for searching around, or much cost. With the potential to grow possible, it also stands well as a long-term investment. This low-cost ceiling and high invest-ability make Alliances a great set for newcomers to focus on, and seasoned investors to take advantage of as well.

There was an error retrieving a chart for Lodestone Bauble
There was an error retrieving a chart for Gustha's Scepter
There was an error retrieving a chart for Ashnod's Cylix

What about other sets?

The main advantage of Alliances over other sets is primarily the massive mispricing of the set as a whole. This set has been undervalued for far too long. With Mirage, for example, there are significantly more Reserved List cards, and heavy hitters like Lion's Eye Diamond bring the rest of the set up with it. Alliances stood as the set that people viewed as Force of Will or bust. People underestimated the set based on what they remembered it as always being. That is the main advantage. Everybody likes an underdog, but few like to root for one in the moment.

The Takeaway

There is still lots of room to grow with Alliances in my personal opinion. The fact that cards like Lake of the Dead and Force of Will are as cheap as they are is astounding to me. With the other cards in the set of particular value, a lot of them hold value for mostly speculative reasons, but lots see at least fringe play, if not more mainstream use. The best time to get in on something is always yesterday, but today is always second best. With Bitcoin people always say that the best time to hop on is right now, and that very well holds true for Magic, for now at least. The statement that amateur investors can get a good start with Alliances seems to hold true as well. Remember to be smart, be fiscally responsible, be thrifty, and invest in cardboard. Have a great day.

A Resurgence in the Alpha Market

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Back on May 22, 2012 I wrote a provocative piece about a tiny sliver of the Magic market—one that was rarely in the spotlight up until then. The title of the article is “The Rise of the Alpha Rare”, and it discussed the relative scarcity of rare cards from Magic’s earliest set, Limited Edition Alpha. At the time of its publishing, I’ll admit I was actually nervous about the article and how it would be received.

Think about it. I went out on a limb and advised people to purchase cards like Fungusaur, Two-Headed Giant of Foriys, and even Lifelace. This was during a time when Legacy was exploding, Innistrad block was the most recently released in Standard (a very popular block for both Standard and draft), and Commander was taking off. So for me to go off script and write about bulk rares from 1993’s debut set felt misplaced.

There was an error retrieving a chart for Lifelace

I even remember reaching out to the CEO of Quiet Speculation himself, seeking validation that this would be a wise topic to write about. He gave me the thumbs up, and I went with it.

Alpha’s Explosion

Since then, card prices from the old set have skyrocketed as interest in owning a piece of Magic’s history reached new heights. What seemed like a risky idea back in 2012 has turned out to be one of my greatest calls in the history of my MTG finance career.

For example, I mentioned four specific Alpha rares in that 2012 article. Here’s the list, along with their retail price at the time of publishing followed by their retail price today:

Fungusaur: $199.99 -> $1300
Two-Headed Giant of Foriys: $99.99 -> $1799.99
Lifelace: $99.99 -> $499.99
Earthquake: $99.99 -> $2999.99 (!!!)

By the way, I also discussed how a PSA 10 Alpha Black Lotus had recently sold for $20,000. Nowadays that card would probably sell around $500,000 at auction.

In the article, I didn’t even recommend the “best” rares to acquire. I wasn’t confident enough in my prediction to recommend Commander staples and Reserved List cards over unplayable chaff. Earthquake was just as viable as Lifelace, and the article reflected this indecision. It’s incredible how narrow-sighted, yet truly foretelling my predictions were.

I have bought and sold many cards throughout my Magic “career”, especially starting in around 2010 when I really began focusing mor eon the financial aspect of the game. But the cards I regret selling the most were the near mint Alpha rares I purchased around the time of that article’s publishing. Tempted by short-term gains and arbitrage, I flipped some of my favorite Alpha cards in gorgeous condition.

There was an error retrieving a chart for Lich

Now I’m left studying this Alpha market and doing a double take with every price increase. Most recently, Card Kingdom and ABUGames have jacked up their buy prices on Alpha cards across the board. There are virtually no reasonably priced Alpha rares left in stock on TCGplayer, and many eBay listings are for exorbitantly priced, graded cards in an effort to capitalize on an illiquid market.

Tips When Shopping for Alpha

Are you actively in the market for Alpha cards? If so, I feel your pain. I once had an amazing collection of Alpha cards, and when their prices spiked last time (a couple years ago) I cashed out. The move felt brilliant at the time, because prices settled down in the ensuing months. But as of today, with how hot the Alpha market has become, I regret the move.

Luckily, I have been able to locate a few sparse deals on Alpha cards, helping me return my modest collection to a fraction of its former glory (a small fraction, but anything is better than nothing!). Now that Alpha cards are so sparse, hunting for them can be tricky. In my experience, I’ve come up with a couple strategies that could help.

First, you need to know where to shop. Up until this month, ABUGames’ Alpha prices were actually lower than the market. Of course, they were also sold out of nearly every Alpha card outside Scavenging Ghoul for some bizarre reason.

There was an error retrieving a chart for Scavenging Ghoul

Now they’ve increased their buy prices on the set, so they will start to bring in more Alpha cards. Of course, their sell prices won’t be discounted to the market anymore, but there’s still a path to follow. They increased their Beta prices in step (and possibly Unlimited…I haven’t researched those lately). So while straight-up purchasing Alpha cards from ABUGames may not be as attractive, you may be able to work trades to acquire the Alpha cards you’re after.

Not all their Alpha rare prices are insultingly high, either…especially if you’re not picky on which rares and the condition of the copies. They recently restocked an HP Alpha Kudzu and HP Alpha Aspect of Wolf that I jumped on with some cash. They weren’t the deals of the century, but they were certainly cheaper than any other copy for sale on the internet.

You could also browse Card Kingdom’s inventory, but be prepared for a) very little stock and b) frighteningly high prices. The exception may be their “Good” condition (i.e. heavily played) prices. Those remain significantly cheaper than their nicer copies, and could offer a reasonable purchase. I had been in the market for an Alpha Farmstead, but they pretty much disappeared from the internet. The cheapest copies I could find were nearing $600 and either from cardmarket.eu (I would need intermediary help) or a Canadian eBay seller with two feedback ratings.

There was an error retrieving a chart for Farmstead

Then I noticed Card Kingdom stocked a “Good” copy with a $400 price tag. Maybe I should have thought longer, but I decided to pull the trigger then and there. This feels like a rash purchase, with a bit of FOMO to boot, but I can’t help but wonder…in another nine years, are all these Alpha purchases of mine going to look brilliant again?

If you’re shopping for Alpha and want a better selection, you could look to Channel Fireball, which has a decent inventory of the set considering its rarity. But their prices are so high now that it’s hard to advocate shopping there. I know Alpha cards are hot, but I can’t bring myself to pay $27 for a lightly played Wall of Wood or $642.60 for a lightly played Deathlace. The market has run up very fast, but we’re not there just yet.

Lastly, you could browse eBay and TCGplayer for Alpha commons and some uncommons. That may be your best bet in finding the cheapest, heavily played Alpha cards. Or else you could shop around on Facebook and Discord groups—every once in a while, someone lets go of their Alpha cards and anything listed at a fair price is immediately scooped up.

Long Term Prognosis for Alpha

I have never been more confident in holding Alpha cards as I am today. When I wrote my first Alpha article back in Spring 2012, I did so with trepidation and hesitancy. Would people be open-minded about paying nearly $100 for a garbage rare like Two-Headed Giant of Foriys? How could I advocate such a purchase? I even cited buylists as my safety net—paying $55 for a near mint Alpha Two-Headed Giant of Foriys can’t be bad if Star City Games pays $60 on their buylist! Just flip for arbitrage if needed.

There was an error retrieving a chart for Two-Headed Giant Of Foriys

How naĂŻve I truly was.

Now, shopping for 2021 feels very late to the party. But this is a party that will last a long time. In fact, I expect many of my Alpha purchases in 2021 to appreciate nicely over the next nine years. In 2030, we very well could be looking at the cheapest Alpha rares starting near $1000 and commons approaching $100. Relatively speaking, that’s not even that high of a price to own a piece of Magic’s history: its very first set release ever.

The older Alpha cards become, the more copies will disappear into collectors’ hands. Many Alpha collectors view their cards not as investments, but as cherished possessions worth holding for life. The same is true for other Old School sets, but it feels like Alpha collectors are especially dedicated to their collections. And while people will always be selling in order to fund a sizable real-life purchase, the number of people willing to do that will dwindle over time as Alpha cards consolidate into fewer collections.

Therefore, I don’t plan on selling many more Alpha cards unless they’re funding purchase of other Alpha cards. And I plan on shopping around continuously for the occasional deal on any Alpha card I can. I suspect there are a number of collectors in the same boat as me. As the set becomes older and older, the quest to find the occasional Alpha deal becomes tougher and tougher. Barring complete collapse of Magic, I just can’t see any event that would cause the trend to reverse.

Wrapping It Up

If you think about it, nine years isn’t that long in the grand scheme of things. That’s not even one-third of Magic’s lifetime. Yet in that time, we saw multiple rounds of explosion in Alpha prices. What seemed like a speculative idea at the time has since become one of the best-aged articles I’ve ever written.

Now, in 2021, I’m not changing my tune. In fact, I am singing it louder and more clearly. Alpha cards (especially uncommons and rares) are truly scarce and will only become more so in the years to come. If Magic is still alive and well in 2030, and I see no reason it wouldn’t be, I believe Alpha prices will make yet another leap in value.

That doesn’t mean I advocate rushing to Channel Fireball and Card Kingdom and purchasing every over-priced Alpha card they have in stock. We still need to be smart when shopping around. That’s why I provided a few ideas on where to shop and how to go about acquiring these rarities. With enough money, I suppose any Alpha card could be purchased. But for those of us (including myself) without excessive financial resources, we need to shop wisely and carefully, hunting for the best deals.

I tried to share my approach to Alpha shopping for others to reapply. It’s becoming more and more difficult finding deals as the market dries up. But there is hope: perhaps when large Magic events resume, a smattering of Alpha cards will return to the market. This could help bring prices back down, momentarily. I’ll certainly be tracking the market closely when that happens, and I’ll report back in articles what I find. Until then, I wish Alpha collectors the best of luck and happy hunting!

March ’21 Brew Report, Pt. 1: The Usual Suspects

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Despite a glitch in the Matrix which led to less data than usual last month, the March dumps nonetheless did betray a grip of Modern movement both among established archetypes and lesser-played brews. Today, we'll look at a few of the ways two of the format's premier strategies—Omnath and Jund Shadow—have adjusted to the recent bannings. Both were tiered last month, but not by virtue of staying still; there's been plenty of redesigning in both camps to account for Modern's new dimensions!

Out from the Shadows

Jund Shadow is proving itself to be one of the primary benefactors of the recent bannings. Rakdos Prowess and its ilk proved as successful, if not more so, than the Omnath piles which fuelled Wizards's massive ban wave; Shadow and Scourge are just insane together, especially alongside efficient Stage 1 combat creatures like the best-of-breed Monastery Swiftspear. Jund Shadow is cut out to do many of the same things, and with the same threats, but also mixes Tarmogoyf into things, giving it a huge edge in the pseudo-mirror against Prowess.

As we know of Jund Shadow, the deck is also highly reversible, boasting the tools to maneuver effectively in many different matchups. In other words, it's very well-suited to an unsure metagame, and especially to this one: Goyf helps vs. the aggro-leaning strategies generally favored after shake-ups, and both Aether Gust and grave hate are seeing a sharp decline with Uro, Titan of Nature's Wrath finally removed from the format.

Jund Shadow, CHARLY (21st, Challenge #12269131)

Creatures

4 Death's Shadow
4 Monastery Swiftspear
4 Scourge of the Skyclaves
4 Tarmogoyf

Artifacts

4 Mishra's Bauble

Enchantments

1 Seal of Fire

Sorceries

3 Inquisition of Kozilek
4 Thoughtseize

Instants

2 Dismember
4 Fatal Push
1 Kolaghan's Command
4 Lightning Bolt
2 Temur Battle Rage

Lands

3 Blood Crypt
4 Bloodstained Mire
1 Forest
1 Nurturing Peatland
2 Overgrown Tomb
1 Swamp
4 Verdant Catacombs
3 Wooded Foothills

Sideboard

1 Kolaghan's Command
2 Alpine Moon
2 Collective Brutality
2 Deglamer
2 Kozilek's Return
2 Kroxa, Titan of Death's Hunger
1 Lurrus of the Dream-Den
1 Terminate
2 Veil of Summer

Virtually all of the new Jund Shadow decks are running a playset of Monastery Swiftspear in addition to the usual roster of heavy hitters Goyf, Scourge, and Shadow. (Some even dip into Bomat Courier to up the aggression further with an additional Stage 1 creature.) The above list reads to me like a Rakdos Prowess deck explicitly tuned to destroy the mirror. Many elements remain the same, but Goyf is a force to be reckoned with in this kind of mirror, and the maximized number of Bolts and Pushes all but ensures the aggro deck won't bite off an early lead while the slightly slower Jund Shadow comes together.

As far as one-drops go, Swiftspear and Bomat aren't the only ones Jund Shadow is reaching out to. I've seen builds ditching Swiftspear entirely for Hexdrinker, a way of one-upping this new mirror: Jund Shadow vs. Jund Shadow is certain to come down to a grind, making Hex the preferred creature to have. Others still are trying Grim Lavamancer, and one build even employed a 2/2/2 Hexdrinker/Lavamancer/Swiftspear split! All this to say that there are many possible options for this slot in Jund Shadow right now, and while each has its pros and cons, I'm not sure that any is much more virtuous than the others. That means players are free to run the cards they personally prefer, or else choose the best option and seize points against whichever decks they encounter the most.

Jund Shadow, JESSY_SAMEK (22nd, Challenge #12269131)

Creatures

2 Kroxa, Titan of Death's Hunger
4 Death's Shadow
4 Tarmogoyf

Planeswalkers

2 Wrenn and Six

Artifacts

4 Mishra's Bauble
2 Nihil Spellbomb

Sorceries

4 Inquisition of Kozilek
4 Thoughtseize
1 Traverse the Ulvenwald

Instants

1 Abrupt Decay
4 Fatal Push
3 Kolaghan's Command
4 Lightning Bolt
1 Terminate

Lands

2 Blood Crypt
4 Bloodstained Mire
1 Forest
1 Mountain
3 Nurturing Peatland
1 Overgrown Tomb
1 Stomping Ground
1 Swamp
4 Verdant Catacombs
2 Wooded Foothills

Sideboard

2 Nihil Spellbomb
2 Ancient Grudge
2 Engineered Explosives
4 Fulminator Mage
1 Lurrus of the Dream-Den
1 Maelstrom Pulse
2 Temur Battle Rage
1 Unravel the Aether

Of course, not all Jund Shadow decks run Scourge of the Skyclaves. Wait... they don't? I don't know about you, but that's not a development I'd personally have predicted! Scourge's failings as the metagame develops are twofold, however:

  • It's situational in a midrange shell. Scourge is a bit demanding about when players cast it if they are to get a good window—that is, one in which the creature dodges common removal spells like Lightning Bolt. The more interactive the Shadow deck leans, the less able it is to put out damage early, and therefore control its opponent's life points enough to resolve Scourge safely. And against linear combo decks like Tron, there's no guarantee that Scourge can come down to apply pressure at all.
  • It's weak to Fatal Push. So everyone and their son is packing 4 Fatal Push so they can kill each other's Scourges. What do you do? Cut the Scourges, of course! Tarmogoyf gets the nod in this instance since it's far less fussy about when it can be cast for high impact. But running too many ways for opponents to nab your tempo with Push is a liability.

Here, Scourge is replaced by the Pushable, but not really, Kroxa, Titan of Death's Hunger—the latest warhead in the arms race towards midrange-dom. That's a nice Hexdrinker you've got there! Would be a shame if I made you... discard... your land card... so you can't grow it right away....

Om Nath Finished Yet!

Don't count out this big fat... thing! Omnath is still a tremendously pushed card, and while its supporting cast suffered significant blows at the hands of the latest bans, there's no way the Elemental is done showing its ugly... face... in Modern. While the card remains a staple in Niv-Mizzet piles, it's also still helming its own builds. Look no further than the following brews for confirmation!

Omnath Control, ALBERT62 (5-0)

Creatures

3 Snapcaster Mage
2 Omnath, Locus of Creation

Planeswalkers

2 Jace, the Mind Sculptor
2 Teferi, Hero of Dominaria
3 Teferi, Time Raveler
3 Wrenn and Six

Sorceries

1 Supreme Verdict

Instants

1 Aether Gust
3 Cryptic Command
3 Force of Negation
2 Lightning Bolt
2 Lightning Helix
3 Mana Leak
4 Path to Exile
1 Spell Snare

Lands

1 Arid Mesa
1 Breeding Pool
1 Celestial Colonnade
2 Field of Ruin
4 Flooded Strand
1 Forest
1 Hallowed Fountain
1 Island
1 Ketria Triome
1 Lonely Sandbar
1 Misty Rainforest
1 Mountain
1 Plains
1 Raugrin Triome
1 Sacred Foundry
4 Scalding Tarn
1 Snow-Covered Island
1 Steam Vents

Sideboard

2 Aether Gust
2 Anger of the Gods
1 Ashiok, Dream Render
1 Celestial Purge
2 Cleansing Wildfire
2 Dovin's Veto
1 Engineered Explosives
1 Mystical Dispute
1 Timely Reinforcements
2 Veil of Summer

Omnath Control strikes me as the Level 0 going forward. Uro is replaced by an array of planeswalkers, and the core gameplan of grinding out opponents with the help of a certain 4/4 remains intact. This deck is less reliant on the graveyard than Omnath piles were previously, but that's not necessarily a good trade to make, as it's also significantly less powerful and more dependent on the top of its deck to deliver.

Previous iterations were so successful precisely because of the consistency and resilience Uro granted any pilot fortunate enough to dodge graveyard hate. I wouldn't be surprised if this version started to fall off as other value-focused control decks prove themselves better suited for the metagame and Omnath starts to fall more decisively into another shell.

Yorion Omnath, CANADIANNINJA (1st, Challenge #12269131)

Creatures

3 Niv-Mizzet Reborn
4 Omnath, Locus of Creation
1 Valki, God of Lies
2 Birds of Paradise

Planeswalkers

2 Nahiri, the Harbinger
4 Teferi, Time Raveler
4 Wrenn and Six

Sorceries

4 Bring to Light
1 Dreadbore
1 Supreme Verdict
1 Unmoored Ego

Instants

3 Abrupt Decay
1 Assassin's Trophy
4 Kaya's Guile
1 Kolaghan's Command
4 Lightning Helix

Enchantments

4 Abundant Growth
4 Utopia Sprawl

Lands

1 Breeding Pool
1 Forest
1 Godless Shrine
1 Indatha Triome
1 Ketria Triome
3 Misty Rainforest
1 Overgrown Tomb
3 Pillar of the Paruns
4 Prismatic Vista
1 Snow-Covered Forest
1 Snow-Covered Island
1 Snow-Covered Mountain
1 Snow-Covered Plains
1 Snow-Covered Swamp
1 Steam Vents
1 Stomping Ground
1 Temple Garden
2 Verdant Catacombs
3 Windswept Heath
3 Wooded Foothills

Sideboard

1 Crumble to Dust
1 Deafening Clarion
1 Deicide
3 Fatal Push
1 Oath of Kaya
4 Thoughtseize
3 Veil of Summer
1 Yorion, Sky Nomad

One such promising shell is Yorion Omnath, which leans on its namesake companion to fold in that missing consistency. Yorion decks are already big on redundancy, excusing their high card count with plenty of similar four-ofs. So they're also great homes for Niv-Mizzet Reborn, which here compensates for the value void left by Uro. My issue with this build is how reliant it is on resolving certain high-costed spells; a timely Mana Leak could put Yorion Omnath in the unfortunate position of drawing mana every turn and hoping to rip another bomb. Note the Valki: while the cascade interaction was fixed, using Bring to Light to "cheat out" the planeswalker for five mana does work!

Omnath Stoneblade, TCKEGTAPPER (5-0)

Creatures

4 Stoneforge Mystic
4 Spell Queller
1 Birds of Paradise
4 Noble Hierarch
3 Omnath, Locus of Creation
2 Tireless Tracker

Planeswalkers

1 Teferi, Hero of Dominaria
3 Teferi, Time Raveler
3 Wrenn and Six

Instants

4 Mana Leak
4 Path to Exile

Artifacts

1 Batterskull
1 Sword of Feast and Famine
1 Sword of Fire and Ice

Enchantments

2 On Thin Ice

Lands

1 Breeding Pool
1 Hallowed Fountain
1 Horizon Canopy
4 Misty Rainforest
1 Raugrin Triome
3 Snow-Covered Forest
2 Snow-Covered Island
1 Snow-Covered Plains
1 Stomping Ground
1 Temple Garden
4 Windswept Heath
2 Wooded Foothills

Sideboard

2 On Thin Ice
2 Aether Gust
2 Ashiok, Dream Render
1 Celestial Purge
2 Force of Negation
2 Rest in Peace
2 Timely Reinforcements
2 Veil of Summer

Last up is Omnath Stoneblade, or Bant Stoneblade splashing Wrenn and Six and Omnath. Stoneforge Mystic and Spell Queller aren't the worst partners for Omnath, as they plug the two- and three-mana curve holes left by the Elemental. Batterskull happens to be great against aggressive decks, which are sure to show up in droves after a metagame shift. And as for value, Tireless Tracker rounds things out as a mini-Omnath. Don't sleep on the 4 Leaks! This deck is not losing to Yorion anytime soon.

Shake Junt

Jund Shadow? Myriad Omnath piles? Modern may have changed, but it still looks an awful lot like Modern. Join me next week for a look at some of the trend benders emerging from the new format.

Meet the New Boss: March ’21 Metagame Update

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First Tuesday of a new month? Must be time for the metagame update. Yes, I realize that there wasn't one last time, but those were special circumstances. A major ban invalidated more than half of February's data. There's really nothing statistically valid from ten days of results. Of course, March wasn't much better. Thanks to a glitch, Wizards failed to post results for thirteen days. This did affect the data, but I found some work arounds.

I also have a public service announcement: Mythic Event tokens are back on MTGO. For those unaware, these $25 tokens unlock every card on MTGO for a limited time (except a few promos). This will last until April 14 and is an excellent chance to really explore Modern. Play Money Tribal or that weird deck you'd never pay money for just to see how it works. Or jump on the bandwagon and play the best deck. In any case, this is the best chance to brew and mess around with everything Modern can offer. Or be me and fail to learn Vintage. I understand less about it after a week of playing than I did when I started.

The Big Hole

So first of all, I need to address the aforementioned hole. For reasons Wizards never explained, no decks from MTGO were posted from March 11 until March 23. Thirteen days is a huge chunk of data to lose. I was genuinely worried that all of March's data would be lost and I'd have to skip the update just like in February. Even when the glitch was fixed, the gap was large enough to bring validity into question. Fortunately, it didn't come to that, as others were as frustrated as I. u/bamzing on reddit apparently went onto Twitter to track down players from the Challenges to find out their decklists, which I would have never even considered. Their work means that at least some of the lost data has been recovered.

I also went on a stroll through Google results, looking for private MTGO Modern tournaments which were posting results. I found a few that seemed both competitive and open enough to use, and they fleshed out the missing weeks at least somewhat. The overall results are still well down from January, but at least I have enough to feel confident presenting the data. Just keep in mind that this isn't as robust and descriptive data as I'm used to.

Something's Missing

A hole in the data is a big problem in terms of statistical concerns, but it's manageable. What isn't replaceable is the story that the missing Preliminaries would have told. Prior to March 10, Jund Shadow was by far and away the most popular deck in Modern, with Burn and Amulet Titan hot on its heels. Heliod Company had been putting up results in the Challenges, but it was absent from the Preliminaries. It did very well in those Challenges, but there was nothing to indicate that Company was good elsewhere, suggesting it was a metagame deck against the Premier players but not the overall metagame.

All that changed with the gap. With only Challenge results to go on, Heliod Company shot up the rankings (particularly the power rankings). Once the data returned, the Preliminary results began to increasingly mirror the Challenges and with that Company stayed in the upper tier. Thus, I'm left wondering if this shift is the direct result of the gap or a natural metagame evolution. If it's the latter, then I should have seen a gradual increase of Heliod decks in Prelim results. The result is that the current results reflect the "true" metagame as it evolved. If it's the former, then what happened is that players saw Heliod do well in the only available results, assumed that it was the best deck and reacted accordingly. So the results I'm recording for April reflect an "artificial" metagame. In other words, the metagame's gone recursive.

Unless Wizards releases the missing data or I conduct an MTGO-wide survey of Modern players, I'll never know which is correct. I'm bringing this up for players to be aware of as I actually discuss the results so that they can take an appropriate grain of salt before digesting them.

March Metagame

As mentioned, the data's down from January. There were 552 decks in January, but thanks to the gap I only have 420 in March (nice!). This is the smallest data set for a full month I've worked with, which again isn't the end of the world. It just means that there will be more questions this time than in previous updates.

To make the tier list, a given deck has to beat the overall average population for the month. The average is my estimate for how many results a given deck “should” produce on MTGO. To be a tiered deck requires being better than “good enough;” in January the average population was 6.89, meaning a deck needed 7 results to beat the average and make Tier 3. It's odd that this is the same threshold as January's, and is low by the standards of previous months. Then we go one standard deviation above average to set the limit of Tier 3 and cutoff to Tier 2. The STdev was 10.05, so that means Tier 3 runs to 17, and Tier 2 starts with 18 results and runs to 28. Subsequently, to make Tier 1, 29 decks are required.

The Tier Data

Along with the total population being down 132 decks, the individual archetypes are down, though not as much as I'd expected. 61 distinct decks were recorded and 17 crossed the threshold to make the lists. I'm certain that more decks would have qualified without the data hole, but I also doubt that the archetype gap would have closed. Given the typical Preliminary, I'd have needed to see at least one distinct deck in every Prelim to meet January's total, which is a testament to how diverse that meta actually was.

Deck NameTotal #Total %
Tier 1
Jund Death's Shadow5011.90
Heliod Company4911.67
Tier 2
Mono-Green Tron286.67
Amulet Titan266.19
Death and Taxes194.52
Izzet Prowess184.29
Tier 3
Burn174.05
Eldrazi Tron163.81
Jund143.33
Hammer Time133.10
UW Control133.10
Niv 2 Light122.86
Mono-Red Prowess92.14
4-C Omnath92.14
Spirits81.90
Rock81.90
Dredge71.67

Tier 1 is only two decks, and they're leading everyone else by a lot. This does suggest there's a winner's metagame on MTGO, because the rest of the data is fairly normal. Mono-Green Tron just missed the cutoff for Tier 1, and I'm inclined to think that, with more data, both it and Amulet Titan would have made it. I think Burn and Eldrazi Tron are actually Tier 2 instead of Tier 3 for the same reason. Both Infect and Crab Mill just missed making Tier 3, but I'm less certain that either would have made it with more data. Crab Mill had a few results early on then disappeared while Infect just appeared every so often. Mill missing Tier 3 is therefore likely correct (remember, more data changes the thresholds) while Infect is a random bullet so who knows?

It's interesting to note that 4-Color Omnath is still hanging around despite being nuked. Apparently, Money Tribal really is that powerful. What's interesting is that it's standing separate from Niv 2 Light despite a tremendous amount of overlap. I would guess that the reasoning is that Omnath has a (slightly) more stable manabase in exchange for Niv's higher power, but considering that both decks are leaning on Wrenn and Six to make it work, that seems less likely. Maybe inertia is to blame because Niv is so much more powerful than Omnath while sharing the manabase concerns. And Yorion, Sky Nomad forgives many slow-deck sins.

A Winner's Tier 1?

Jund Shadow and Heliod Company are effectively tied for most popular deck. The next-most popular deck posted just over half as many results and missed the cut for Tier 1. There's clear polarization here, especially since lower Tier 2 and Tier 3 are a nice gradual decline. The trend line looks kinda like a reversed asymptote. Which naturally made me ask why, and while I can't say with certainty (as previously noted), I do have a theory: I think this is a Pro's vs Joes scenario and not the "real" metagame. See, I think that there's an element of recursive metagaming and small population dynamics which is warping MTGO. In essence, there's a limited number of consistent Premier level players who are certain that Jund Shadow and Heliod are the best decks, and they're driving the data. If there were paper events or more non-MTGO data, this apparent warp might disappear.

To understand where I'm coming from, first read this article by Frank Karsten. The key thing is that in a Rock, Paper, Scissors metagame where Rock is paramount, the correct deck to pick to make Top 8 is Paper, but the best to win is Scissors. Thus, my decision is not based on which deck is actually the best deck, but on what deck I think I need to win the event. Take that logic and apply it to a metagame with a relatively low population. Right after the bans, red decks were everywhere. This meant that Auriok Champion spiked in popularity and the deck which ran it maindeck surged. In response to this, Jund Shadow changed itself to mitigate Champion while not giving up anything against the Prowess decks. As a result, the top players began to first gravitate then fixate on those two decks, and then anticipated this move and any countermove because that smallerish group of players can (theoretically) keep tabs on what they're doing. Without outsiders to challenge their narrative or provide a contrary point, that narrative reigns and becomes the metagame even if in a more open metagame with a more diverse population it would not be the case.

I believe that the internal metagame of the premier players is driving the data because my observations in League play don't back up the Jund Shadow vs. Heliod vs. Everything Else narrative that the data suggests. I've been playing Heliod Company (thanks to the Mythic token) and playing against it. Heliod's felt good, but not phenomenal. The deck is hard to play online and a lot of lines aren't particularly overpowering. It's the whole being greater combined with some Oops, I Win! combos that make it good. However, I can also see how a more experienced player could improve the deck's win percentage, and why better players would pick up the deck. Thus a self-fulfilling prophecy is born. I can't prove it, of course, but this is the theory I'm working under.

Power Rankings

Tracking the metagame in terms of population is standard practice. However, how do results actually factor in? Better decks should also have better results. In an effort to measure this, I use a power ranking system in addition to the prevalence list. By doing so I measure the relative strengths of each deck within the metagame. The population method gives a decks that consistently just squeaks into Top 32 the same weight as one that Top 8’s. Using a power ranking rewards good results and moves the winningest decks to the top of the pile.

Points are awarded based on the population of the event. Preliminaries award points for record (1 for 3 wins, 2 for 4 wins) and Challenges are scored 3 points for Top 8, 2 for Top 16, 1 for Top 32. For March, the non-Wizards events I found were most similar to Challenges and awarded points accordingly. Super Qualifiers and similar events get an extra point if they’re over 200 players, and another one for over 400. There was only one event that awarded 5 points in March.

The Power Tiers

The total points in March were also down thanks more to the loss of events, from 1017 to 760. The average points were 12.46, so 13 makes Tier 3. The STDev was 19.65, down noticeably from January, so Tier 3 runs to 32 points. Tier 2 starts with 33 points and runs to 46. Tier 1 requires at least 47 points. As is a bit of a tradition, the total number of decks stayed the same but one deck fell off Tier 3 and was replaced.

Deck NameTotal PointsTotal %
Tier 1
Heliod Company10313.55
Jund Death's Shadow9312.10
Amulet Titan506.58
Tier 2
Mono-Green Tron466.05
Death and Taxes445.79
Izzet Prowess374.87
Tier 3
Eldrazi Tron273.55
Niv 2 Light263.42
Burn253.29
Hammer Time233.03
Jund212.76
UW Control212.76
Rock172.24
Spirits162.11
Mono-Red Prowess141.84
4-C Omnath141.84
4-Color Living End131.71

Thanks to some very good Challenge results, 4-Color Living End just made Tier 3 despite being well under the population cutoff. Keep an eye on this deck; it's angling to play spoiler for Heliod Company. Dredge fell off, which is surprising given that graveyard hate is down. Interestingly, Tron is still just below the Tier 1 cutoff while Amulet actually cleared the hurdle. I think this speaks to the dedication of Amulet's player base more than any positioning advantages.

Heliod manages to beat out Jund Shadow for top place, thanks again to above-average Challenge results. I don't think this actuallymeans that Heliod is better performing given the population results and the context of Heliod's points (specifically, Jund Shadow puts up more results on average, but Heliod places higher on average), but I could be wrong. It also tends to reinforce my winner's metagame theory.

Average Power Rankings

Finally, we come to the average power rankings. These are found by taking total points earned and dividing it by total decks, which measures points per deck. I use this to measure strength vs. popularity. Measuring deck strength is hard. Using the power rankings certainly helps, and serves to show how justified a deck’s popularity is.

However, more popular decks will still necessarily earn a lot of points. This is where the averaging comes in. Decks that earn a lot of points because they get a lot of results will do worse than decks that win more events, indicating which deck actually performs better. A higher average indicates lots of high finishes, where low averages result from mediocre performances and high population. Lower-tier decks typically do very well here, likely due to their pilots being enthusiasts. So be careful about reading too much into the results.

The Real Story

When considering the average points, the key is looking at how far-off a deck is from the Baseline stat (the overall average of points/population). The closer a deck’s performance to the Baseline, the more likely it is to be performing close to its “true” potential. A deck that is exactly average would therefore perform exactly as well as expected. The further away the greater the deviation from average, the more a deck under- or over-performs. On the low end, the deck’s placing was mainly due to population rather than power, which suggests it’s overrated. A high-scoring deck is the opposite.

Deck NameAverage PointsTier
4-Color Living End2.63
Death and Taxes2.322
Niv 2 Light2.173
Rock2.133
Heliod Company2.101
Izzet Prowess2.062
Spirits2.003
Amulet Titan1.921
Jund Death's Shadow1.841
Hammer Time1.773
Eldrazi Tron1.693
Mono-Green Tron1.642
Baseline1.61
UW Control1.613
Mono-Red Prowess1.563
4-C Omnath1.563
Jund1.53
Burn1.473

Again, the baseline is quite low, both in absolute and relative terms. The latter is going to happen when I'm awarding more points for high results. The latter is less explainable, especially given that singleton point decks were down quite a bit in March.

As previously mentioned, 4-Color Living End did disproportionately well in a few events which pumped up its average points a lot. Of the more popular decks, Death and Taxes did extremely well and that makes me all warm and fuzzy. Niv 2 Light's significantly outshone 4-C Omnath's here as well, which strongly suggests that those on the "Ignore Blood Moon" plan are likely to move towards just getting all the value soon. Also, congratulations are in order to UW Control players! You performed exactly average in March. That takes talent /s.

And Now, We Watch

With the metagame starting to take shape and a glimmer of hope that in-person events can return soon, we just have to wait and see what happens. Can Heliod prove that it really is the new format boogeyman, or will the metagame unite to drive it off? I'll have the answer with the next update.

The Re-opening Trade…of Magic

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Over the past year, I’ve written up numerous articles pertaining to COVID’s impact on the MTG finance market. Below are links to most of these articles, for reference:

Follow-up: COVID-19’s Further Impact on Magic (3/16/20)
Three Indicators of Paper Magic’s Health (4/6/20)
Continue to Buy and Sell Despite a Soft Market (4/13/20)
The Impact of No MagicFests in 2020 (6/1/20)
Looking Ahead to When the Pandemic Ends (11/30/20)

Throughout each of these write-ups, I do my best to remain optimistic, focusing on the resiliency of the game, the ability for Arena to keep Magic relevant, and the long-term prospects of holding physical cards.

At one point, I hypothesized that a pandemic would mute demand for cards, while a lack of large-scale events would really clamp down on supply. While the latter has definitely played out in this way, the former prediction was inaccurate, partly because the government stepped in with stimulus packages and partly because enough investors/speculators did not see income disruption. Those not worried about putting food on the table suddenly had excess cash with fewer ways of spending it.

Thus, we saw the rise in Reserved List, Old School, and largely “investible” cards.

There was an error retrieving a chart for Lake of the Dead

What’s Next?

Over a year after the initial shut-downs, COVID-19 vaccines are finally, slowly being rolled out across the country. With aggressive expectations, the government is prioritizing vaccination en masse. As far as the pandemic is concerned, this isn’t quite the end; it’s more likely this is the beginning of the end.

It’s only a matter of time before large Magic events resume. What happens then is up for debate, but I have some opinions on what to expect.

Let’s picture the first MagicFest in over a year. Numerous vendors purchase booths in high hopes of a desperate restock of cards—so many cards have been difficult to keep in stock and posting buylists online-only attracts a limited audience; only a fraction of Magic player utilize/trust online buylists. To accomplish the restock, vendors are going to bring stacks of cash. Older, rarer cards will be especially hot the first few events: Dual Lands, Mox Diamond, Power 9, Gaea's Cradle, Sliver Queen, Wheel of Fortune, and the like will all be topping vendor hotlists.

There was an error retrieving a chart for Wheel Of Fortune

Because supply is so constrained and demand remains robust, this will be a seller’s market. That is to say, vendors will have to compete with each other and offer the most attractive buy prices in order to restock first. As they restock, vendors will of course post the cards for sale at the new, higher price point. As they restock (and use up their cash), vendor buy prices will then proceed to retrace. Sell prices, however, won’t pull back so quickly.

As these large card shops finally restock cards we Old School players/collectors have been hunting for months, I’m going to remain very careful with my purchases. Prices will be bloated, and there’s a good chance buying right away will lead to overpaying for these cards.

If you want a taste of what’s to come, just check out Card Kingdom’s pricing. They’ve been restocking older cards already thanks to an aggressive buylist algorithm, so there’s plenty to shop for on their site. But their pricing is so inflated, I wouldn’t consider spending cash on most their new inventory. For example, here are some prices that feel quite lofty to me:

Lake of the Dead: $219.99
Sliver Queen: $449.99
Moat: $2199.99
Candelabra of Tawnos: $1599.99

There was an error retrieving a chart for Candelabra of Tawnos

With prices like these, it’s no wonder Card Kingdom has at least a few copies of each in stock! These may be “reasonable” prices in the current environment, but I strongly expect these all to come back down once at least a little more supply returns to the market. As other vendors restock these cards at MagicFests, they’ll probably price their inventory similarly—the balance will shift, and prices will have to retrace some as vendors will be forced to compete with each other to make the sale.

Will Any Cards Increase in Price?

Because I anticipate downward pressure on Old School and Reserved List cards, I’ve scaled back my buying significantly. The only cards I’ve been hunting for lately are Alpha cards—as I’ve written in the past, these are exceptionally rare and have plenty of upside potential as the game continues to remain popular. Alpha rares top my want list…if only I could find a few more for sale at competitive prices (no easy feat)!

Even though I don’t really speculate much on modern bordered cards anymore, I do wonder if that category of cards offers the best upside over the next 6-12 months. The re-opening play could apply demand pressure on tournament staples; tournaments being primarily Standard, Pioneer, or Modern formats. Given that Modern cards are the oldest of the three formats, it stands to reason that Modern staples not recently reprinted could offer the most upside as Magic events resume.

We’ve already begun seeing this trend unfold in Khans of Tarkir and Onslaught Fetch Lands. Check out the price chart on Bloodstained Mire, the fifth most played card in Modern. The card’s price bottomed in April of last year, rebounded some throughout the summer and fall, and recently spiked to new highs. The other fetches have followed a similar trend.

There was an error retrieving a chart for Bloodstained Mire

Another popular Modern card, Veil of Summer, barely saw any price softening throughout this pandemic, and continues to march to new highs. Another compelling one is Aether Vial—this tournament staple cooled off dramatically throughout 2020, probably because there were no paper tournaments in which to play this card. But over the past few months, this card’s price has accelerated to the upside and is once again $60.

There was an error retrieving a chart for AEther Vial

Modern Horizons cards may finally have their day in the sun—Force of Negation is one of the most played card from the under-opened set, and is approaching $100! I saw that Mox Tantalite spiked recently, although I’m not exactly sure why. Either way, Modern Horizons cards are especially poised to pop (but be careful of reprints in Modern Horizons 2, coming out in just two months). Any card you want from Modern Horizons should be prioritized immediately once it’s confirmed that card is not being reprinted in Modern Horizons 2.

There was an error retrieving a chart for Mox Tantalite

Now it’s true that all of these cards will also see an influx of supply once events resume and vendors are able to purchase cards at MagicFests. Vendors will be able to restock all these cards, too, and will post higher prices to reflect recent market trends. But the difference here is that the return of large-scale paper Magic tournaments should reinvigorate demand, keeping pace with newly listed supply.

It’s basically the inverse of what happened over the past year. Over the last twelve months, there was a softness in supply and demand. But now there will be a resurgence in both supply and demand; this should accelerate liquidity and help cash flow smoothly throughout the Magic economy. Such action will be very healthy for the market—any pricing corrections necessary will happen quickly, and we should see a return to normalcy within a couple months.

This keeps me optimistic, overall, about the Magic economy and motivates me to remain invested in a stable collection.

Wrapping It Up

I’ve written numerous pieces attempting to first predict, then explain the market trends driven by the COVID-19 pandemic. The name of the game thus far has been lower supply due to a stoppage of events, combined with stimulus money and excess cash to spend on hobbies, leading to new highs in prices (particularly on Reserved List cards, which are most investible).

Now that people across the country are getting vaccinated, we have to imagine that Wizards is closely monitoring the situation, strategizing when it’s appropriate to resume large-scale paper Magic events. At this point, we are closer to the end of the pandemic than we are to the beginning, so this has to be on WOTC’s radar. More importantly, this is also likely on vendors’ radar as they anticipate the ability to host a booth and finally restock some cards.

I predict that this trend will lead to a massive restocking of cards throughout the market (perhaps besides the truly rare, such as Alpha). Such a resurgence of supply will put pressure on pricing, probably driving a retracement in card values in the coming months. This kind of pullback will be perfectly healthy, and over time normal market conditions will prevail.

But the one wild card here is what will happen to tournament staples, particularly cards in Modern that haven’t been reprinted recently. These should be restocked alongside everything else, but with the return of paper Magic events, we may see a newfound surge in demand for cards. This could be why we’re already seeing some Modern staples, such as Fetch Lands, climb to new all-time highs. Force of Negation and other Modern Horizons playable seem particularly attractive given their limited print run…just be careful to avoid reprints in Modern Horizons 2.

There was an error retrieving a chart for Force of Negation

Will new tournament demand outpace re-supply? Or will Modern Horizons 2 create a surge in Modern interest, driving non-reprinted cards even higher? It’s impossible to predict definitively, but if forced to make a prediction, I would say Modern staples will be worth more six months from now than they are today.

This doesn’t mean I’m going to rush out and buy—not because I think it’s an unattractive opportunity, though. I’m just offering full transparency that I still prefer to sink my resources into the cards I love most: those printed before 1995. That’s just personal preference, though. From my point of view, the collector in me is looking forward to a price cool-off in the Old School market so I can upgrade my decks a little more. But if too many players are of the same mindset…well perhaps we won’t see quite the pullback in prices I’m hoping for. If everyone is eagerly waiting to buy Old School cards the moment prices drop, perhaps we won’t see much cool off after all. Only time will tell.

Strixhaven: Spoilers and More!

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Strixhaven: School of Mages, Magic's 87th expansion, is scheduled to be released on April 23, 2021. Set in a school on the new plane of Arcavios, Strixhaven contains 275 cards and will continue to include randomly inserted premium versions of all the cards. Players will be able to purchase regular Draft Boosters, Theme Boosters, Set Boosters, Collector Boosters, a Strixhaven Bundle, and five Commander decks.

This set is Magic's take on the magical school genre, and each of the schools featured in this set represents one of the game's enemy color combinations. Check back with us frequently for the latest spoilers and my MTG Finance flavored commentary! I’ll be covering our favorite highlights from spoiler season – if you want to see the entirety of everything that has been spoiled you can check out Wizards’ updated card gallery here.

April 3rd - The Set Has Been Fully Spoiled!

Somehow, once again, we've reached the point of a whole new set being revealed! Today's newest cards are referenced below, and if you want to see the whole Strixhaven gallery, you can check that out over on the official Wizards Card Gallery!

Culling Ritual and [card]Rushed Rebirth[/card

Jadzi, Oracle of Arcavios and Journey to the Oracle

Oriq Loremage and Tempted by the Oriq

Ingenious Mastery

April 2nd

Daemogoth Titan and The Biblioplex

Exponential Growth and Gnarled Professor

Blex, Vexing Pest and Search for Blex

Retriever Phoenix and Sedgemoor Witch

Pestilent Cauldron and Restorative Burst

Callous Bloodmage and Poet's Quill

Beledros Witherbloom and Harness Infinity

April 1st

Dramatic Finale and Vanishing Verse

Devastating Mastery and Leonin Lightscribe

Basic Conjuration and Double Major

Selfless Glyphweaver and Deadly Vanity

Augmenter Pugilist and Echoing Equation

Accomplished Alchemist and Fervent Mastery

Body of Research and Dream Strix

Blot Out the Sky and Mascot Exhibition

Crackle with Power and Mavinda, Students' Advocate

Mila, Crafty Companion and Lukka, Wayward Bonder

 

March 30th

Wandering Archaic with backside Explore the Vastlands

Culmination of Studies and Elemental Expressionist

Baleful Mastery and Codie, Vociferous Codex

Flamescroll Celebrant and Revel in Silence

Sparring Regimen and Magma Opus

Extus, Oriq Overlord and Awaken the Blood Avatar

Galazeth Prismari and Tanazir Quandrix

March 29th

Semester's End and Venerable Warsinger

Academic Probation and Radiant Scrollwielder

Illuminate History and Velomachus Lorehold

Blade Historian and Efreet Flamepainter

Hofri Ghostforge and Strict Proctor

March 25th

We've officially entered spoiler season! Today kicks off with the traditional stream on Magic's Twitch channel.

We're getting a MDFC Planeswalker card with this set! I think this is a really cool take on Rowan and Will, and I'm excited to play both sides of Rowan, Scholar of Sparks and Will, Scholar of Frost. I think their static ability will be great for Izzet mages, and their abilities should pair nicely with the traditional kind of UR strategies we've been seeing in Standard recently.

March 22nd

Monday kicked off with some exciting new previews from Danny Trejo and Sean Plott on Twitter!

Kasmina, Enigma Sage is our newest UG planeswalker and seems like a super interesting addition to superfriends-style lists due to the static effect of "Each other Planeswalker you control has the loyalty abilities of Kasmina, Enigma Sage." Scrying is always useful, the token ability seems fine, and I imagine the -8 ability could be pretty decent in the right matchup.

It took me a few minutes to realize that Professor Onyx had the card type of Liliana, and I'm super jazzed to see how that's represented in the story! Why is Liliana moonlighting as a professor? Or is Professor Onyx a distinct character that has the Liliana card type for other mechanical reasons? Either way, I dig it. The abilities are all very Liliana-esque, and I look forward to trying to play this card at some point in the upcoming Standard.

February 18th

We got our first look at Strixhaven in a Weekly MTG Stream on Magic's Twitch channel. We got a look at the cycle of Commands, some of the Mystical Archive cards, and on the same day, we got a peek at some Japanese pack-exclusive Mystical Archive cards with what I consider to be fantastic art. This is already shaping up to be one heck of a rad-looking set, at least art-wise!

The Commands

All of these commands seem super fun and flavorful! I'm a big fan of being able to pick two out of the four options for these, making them versatile for many gameplay situations.

Mystical Archive Cards

I keep telling myself I'm going to stop being wooed by gorgeous alternate art Magic card reprintings, but Wizards continues to blow me away with delicious, delicious eye candy.

Japanese Exclusive Mystical Archive Cards

These Japanese exclusive arts are fantastic and I'm really hoping I get a chance to snag some Japanese packs from my LGS! We're looking at Opt, Swords to Plowshares, and Demonic Tutor.

Introductory Modern Mechanics: Strixhaven Spoilers Week 1

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Greetings students, and welcome to the first week of Strixhaven spoilers. As this is the first week, I'll be keeping things simple by going through the set's mechanics. I've made this a tradition for all new set spoilers, and it's particularly appropriate this time as the new mechanics are a both surprisingly straightforward and annoyingly indirect. So open your books, and let's begin.

The first thing to note is that the set's full name is Strixhaven: School of Mages. Yes, that last clause is the conceit of my stylistic flourish this article. It is also critical to understand the ecosystem of these mechanics: it's all about non-creature spells. Of course, there will be quite a lot of creatures, and many of these mechanics will be stapled to creatures; Wizards's whole design philosophy is that creatures are central to the game. However, the driver will be the non-creature spells, instants and sorceries primarily. Artifacts and enchantments are getting some love too thanks to the red-white school Lorehold's themes. You should also know that it's an enemy-colored set. So Jund, Burn, and Prowess players will be paying especially close attention to Strixhaven.

Learning Lessons

The signature mechanic is technically a split mechanic. Strixhaven introduces Lessons, which are instants and sorceries with the lesson subtype. This subtype doesn't mean anything on its own, impacting functionality only flavorfully. Rather, the marker is for usage with the learn keyword found on some spells. Learn seems to be used in place of "draw a card" in Strixhaven, as it's just on cards as an additional effect. Said cards are all flavored around the many parts of academic life (I'm feeling very seen by Pop Quiz), but that's the only connection. That said, learn has a lot of potential because it either lets you wish for a Lesson or just cycle (discard a card to draw a card).

Teaching Is Hard

I should specify that learn has potential, but that doesn't make it good. Cycling is a good mechanic, but mainly in the context of Living End. The only other cycling spells that see play are Unearth and Shark Typhoon. While there are interesting implications of Living End getting to cycle creatures without the mechanic, that seems a tad inefficient. Those decks are so streamlined as-is, so why complicate matters?

Outside of Living End, there is certainly utility in discarding dead cards without cycling to draw into new, relevant ones. However, the cards currently spoiled strongly suggest that utility won't be sufficient for learn cards to see play. Frankly, they haven't spoiled a card with learn that's playable on its own. That may change, but it also may not. The closest is Professor of Symbology, and that's mainly because she's white. White doesn't get velocity cards very much, and thus any white velocity card automatically becomes a good white velocity card. This is enhanced by the mana cost and stats. However, there's no deck she fits into, and nothing that you'd ever play her over, which means she'd never actually see play just as a 2/1 velocity generator.

Rather, the potential for Modern comes from the wish. Karn, the Great Creator has shown how valuable wishes, and especially repeated wishes, are in Modern. This isn't a companions situation; it's just more wishes. The catch is that the only targets are Lessons, which means that the value of learn is directly tied to the value of the lessons. Which honestly feels like something a lot of professors need to hear, but I digress. If there are Modern-playable lessons that are also good enough to sacrifice a sideboard slot for, then the Professor will be especially playable. Death and Taxes could potentially gain a ton of value by repeatedly flickering her and wishing for whatever is needed. And at least if you don't have the right Lesson, she can cycle a superfluous Plains.

Lessons Worth Learning?

Of course, the problem is that (again, as of writing) there's only one potentially playable Lesson. The rest are overpriced versions of existing cards and wouldn't see maindeck play, much less taking up a precious sideboard slot. There's no justification for playing an inefficient Attune with Aether or Preordain maindeck, much less in place of a Modern-level sideboard card. Unless that changes, I'll be tuning out of another disappointing class.

The one possible exception is Academic Probation. This card is incredibly niche, but in certain matchups it might be backbreaking. Preventing a single card from being cast for a turn is way too narrow to see real play, and Azorious Arrester already exists and never sees play. However, as a wish target, Probation might be a decent bullet. I can see it being strong against combo decks by naming the right card. I'm seeing Past in Flames or Grapeshot against Storm, Thassa's Oracle against Ad Nauseam, or Living End just to buy the turn needed to finish the game. There's some (questionable) utility in naming Supreme Verdict to again buy time for an aggro deck to close the game too. Were it an instant, it'd be potentially devastating against many combos, which is probably why it's a sorcery in the first place. But when opponents are on the verge of combo-ing off, it reads a lot like Time Walk.

There's at least some potential in fogging a creature, though it's much less practical. Trying to prevent a combo attempt by Heliod Company is only a brief reprieve and a waste of a card. The best I've come up with is blanking Primeval Titan for a turn cycle, which isn't terrible if all you need is that turn cycle to win. However, that's still a pretty weak application, and if Probation is as good as it gets then learn is on the ropes. If there are more niche-but-effective cards, there may be something here.

Magecraft

Next up, and sticking with the instant and sorcery theme, is magecraft. Magecraft is an ability label for any ability which triggers off an instant or sorcery being cast or copied. Which presumably means there will be a fair amount of copying in Strixhaven, though only one way has been spoiled. In any case, this is just for permanents which have a minor effect when you play into the set theme. The value of magecraft will therefore largely be determined by the playability of the underlying card and not the ability. It's not that the abilities are poor, but that they're not good enough to make up for an otherwise unplayable card. At least, there aren't any yet. Archmage Emeritus is close, but not close enough.

Combo Creatures

The one magecraft card that might make it (again, as of writing) is Witherbloom Apprentice. Draining for one point per spell isn't anything special, but this is Modern, and we have Storm.  Two-mana wizards are a staple of the deck, and while Apprentice doesn't fit the color (or creature type) scheme, it halves the storm count necessary for a lethal Grapeshot, which opens up some possibilities. Suddenly, Jund Storm seems possible, as it doesn't need blue's cantrips, cost reducers, or Gifts Ungiven to generate 20 total storm. Instead, there's a chance that red's mana production alongside green land search and black card draw can do the job with only ten spells. I'm not sure that's actually better than traditional Izzet Storm, but it's something to explore.

However, the greatest potential is for some entirely new combo to emerge. Apprentice triggers on any instant or sorcery, or their copies. In Legacy, Apprentice and Chain of Smog targeting yourself is a kill, because Chaining yourself can be done infinitely. There is nothing comparable in Modern, or at least I couldn't find it after hours of looking and asking reddit. The existing options for making lots of copies are both storm cards, specifically Gravestorm and Weather the Storm, and there's no way to generate the necessary storm in a single turn without the red rituals. However, maybe there will be a new card which will enable Apprentice. At minimum, it's one to watch.

Ward

Next is ward. Ward is a new name for a mechanic that I first remember seeing on Frost Titan. Wizards has formally keyworded it so that they don't feel compelled to put hexproof on so many creatures because they want them to matter and have learned that weakening removal too much causes problems. White, blue, and green will be getting variations on the Titan version while black and red get the Terror of the Peaks life payments. There's nothing notable for Modern here, except that hopefully this also means that Wizards won't feel like they have to make everything gain ridiculous amounts of value just by casting it to matter so we never get Uro, Titan of Nature's Wrath again. Hopefully.

The Twins

Finally, MDFC's are back again. That's it. Wizards is trying to mechanically tie their sets together more, and so they've included the same mechanic in three sets. Nothing we haven't seen, and nothing I haven't discussed already.

That could have been the end, mainly because the MDFC's spoiled so far are the college's deans, and none of them are Modern playable. However, also spoiled is the first MDFC planeswalker ever: the twin walkers Will and Rowan Kenrith. Both sides have Goblin Electromancer's cost-reduction ability, and Rowan is cheap enough that I could see her seeing play. Will might too, but he'd be an afterthought at five mana. However, Rowan does have two problems. At three mana, she's more expensive then Electromancer or Baral, Chief of Compliance, which would price her out of Storm. Plus, Storm doesn't always play a full set of either creature, so why play a three-mana version? Secondly, she's fragile, with only two starting loyalty and a +1 ability. Wizards actually learned from War of the Spark, apparently.

However, don't count Rowan out. Her +1 can be a potent finisher when fully powered, and Prowess tends to play a lot of cantrips. I can see certain versions using her as a finisher and enabler with Will as a long game option. In such a deck, Rowan's fragility would be less of an issue, since opposing removal will be strained by the creatures and it's unlikely that creatures would be able to attack her before she can build some loyalty. Even if she does just die, that's removal that didn't hit a creature, which may be good enough for Prowess. Stranger cards have seen play for stranger reasons.

More to Come

So marks the end of this introductory article. I hope everyone now understands how Strixhaven means to continue. Next week is the metagame update, but after that, class will resume with the rest of the spoilers. Plan your studies accordingly. And most importantly, before asking any questions, check the syllabus first. Class dismissed.

The Long Term Impact of Magic Crossovers

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It’s amazing how ahead of its time InQuest Magazine truly was. The monthly magazine, which was published from 1995 to 2007, has now predicted at least a couple of major trends in Magic.

It started with the creation of a “sixth color”. Technically, InQuest writers predicted the color would be purple, and the lands that created purple mana would be called portals. It didn’t exactly come to fruition in this way, but Wizards did create a sixth basic land type: Wastes. I suspect we haven’t seen the last of those lands and the colorless mana mechanic, either, as Wizards seems to like returning to a world with Eldrazi in them.

But in the meantime, it looks like Magic will be traveling to a different world—one which was also predicted by InQuest Magazine. Back in Issue #69, the magazine published “what if” Magic cards themed around Middle Earth.

Now, about 20 years after these Middle Earth cards were published, Wizards of the Coast president Chris Cocks announced a series of cards that will feature crossovers with two franchises: Warhammer 40,000 and Lord of the Rings.

While little is still known about these releases, I’m going to speculate a bit this week and explore possible MTG finance implications of such sets.

These Ain’t Your Parents’ Magic Cards

In an old person’s voice: “When I was your age, we walked to our local hobby shops, uphill in the snow, and were thrilled to have enough change to purchase a cheap pack of Fallen Empires or Homelands. I never did open that Hand of Justice, but at least I knew what my Magic: the Gathering cards would look like!”

Let’s face it: Magic has come a long way since its inception in 1993.

                        1994:                                                                          2020:

          

Players who have been around for a while (including myself) may be swift to criticize the direction that Magic has taken over the years. What used to evoke imagination, pretending to be a Planeswalker casting spells and summoning creatures to destroy your opponent, has now boiled down to the concrete. I find it difficult pretending to be that same Planeswalker when summoning Rick, Steadfast Leader to the battlefield. But maybe that’s just me.

Then there are all the novel frames, foilings, and artworks. Rick, Steadfast Leader is an extreme case, but there are many variants of Magic cards being printed nowadays that, quite frankly, don’t look like Magic cards!

Don’t get me wrong—the artwork on this series of cards is incredible. It’s obvious these artists are talented, and the cards do give off a 1990’s heavy metal vibe. But these look nothing like a Magic card. At this point, you could sit down across from an opponent and their opening hand can contain seven cards that don’t look remotely like a traditional Magic card.

I predict Wizards will be doing more of this over the next few years, not less. They tend to follow a strategy where they discover a successful, new idea, and then proceed to reapply that same idea over and over again until it loses its luster. We’re still in the hype phase with these alternate-style Magic cards. A time will come when doing live coverage of a Magic event will become extremely difficult simply because commentators will struggle to identify every variant of every card that exists...there are already a bunch that don't even look like Magic cards to begin with!

It’s ironic that the newest set released by Wizards, Time Spiral Remastered, boasts reprints of cards in the classic Magic frame. Perhaps this was done to placate the enfranchised players.

MTG Finance Implications

It’s no simple task to predict the impact a Lord of the Rings-themed Magic set will have on the game. A balance needs to be struck between the players who appreciate the classic aesthetic/storyline of the game, and the players who embrace the ability to play their favorite game with some of their favorite characters and themes from other franchises.

When all the dust settles, however, I predict these crossovers will be a net positive for Magic on the whole. Creating a Lord of the Rings, Dungeons and Dragons, and Warhammer 40,000 themed set will bring newcomers to Magic by tapping into other fantasy-related games/storylines. This growth in the player base will, in turn, grow the popularity of the collectible card game.

These newcomers won’t exclusively purchase and play cards from their associated franchise. Once they get a taste of how great a game Magic is, I’m confident many will stick around, at least for a while. This means an increase in demand for Magic’s other, more traditional sets.

The impact on newer sets will be miniscule, probably even negligible. New sets are “print to demand” for the most part, so (COVID-19 aside) there should be no problem creating enough new product to satiate the appetite of classic and new Magic players alike.

But what about the impact on older cards, such as Commander staples that haven’t been reprinted in a while or Reserved List cards? One may postulate that a Lord of the Rings fan wouldn’t have interest in spending hundreds of dollars on a Dual Land or Wheel of Fortune. But the reality is, Commander is Magic’s most popular format nowadays. It would be shortsighted to assume newcomers to Magic wouldn’t naturally drift towards a format where they’re encouraged to play all their favorite crossover cards in a friendly environment.

At least some number of these newer players will want the appropriate Reserved List cards for their deck. It seems inevitable.

There was an error retrieving a chart for Wheel Of Fortune

I also put forth the assumption that fans of these other franchises may have extra cash on hand to spend on hobbies just like Magic players do. Perhaps there will be a little sticker shock at first, but I see no reason why a $500 card would cause a Warhammer 40,000 player to balk any more or less than a Magic player.

Thus, it’s no large leap to hypothesize that a growing player base will lead to more demand pressure on all things Magic, which will send prices of the most desirable Reserved List cards higher. A Lord of the Rings fan probably won’t rush out and purchase a Bazaar of Baghdad or Juzam Djinn—they probably won’t be the first ones to pick up Vintage or to pine for Magic’s nostalgia. But could a Lord of the Rings fan prioritize buying a Gaea's Cradle for their Legolas Commander deck? I definitely think so!

There was an error retrieving a chart for Gaea's Cradle

I don’t think you even have to try and guess which cards will align themselves best with Lord of the Rings or Warhammer 40,000. Since these are all going to be Magic cards in their own right, it’s safe to assume that good Commander cards will remain good. In other words, there’s no reinvention of the wheel here. A card that was a good investment before becomes an even better investment in a world where the Magic player base grows.

Wrapping It Up

There’s time yet before these franchise crossover Magic sets are released. We know very little about them at the moment. But that really doesn’t matter—when it comes to MTG finance, anything that brings new players to the game will be a net positive for card prices.

The more mainstream Magic becomes, the greater its longevity. If Magic sticks around for another couple decades, some of the game’s earliest cards—especially those Commander staples on the Reserved List—stand to appreciate significantly in value. For this reason (and many others), I remain steadfastly bullish on Magic prices over the long term.

Now that the franchise crossover barrier has been broken, there’s really no limit to what Wizards of the Coast can do to draw newcomers to the game. Hasbro is well-versed in this space. Just look at what they did with Monopoly. What began as a popular board game in the 1930’s has evolved to become one of the most proliferated games in the world with numerous cross-overs and spinoffs. Reinventing a classic to drive sales is not a foreign concept to Hasbro.

As for predicting which crossovers may come next? I’d look no further than old InQuest magazines! They apparently have a knack for making such predictions about the future of Magic. They already predicted Advanced Dungeons and Dragons and Middle Earth cards. They also have Manga Magic, Planet of the Apes, Cthulhu, Stephen King, and Dragonlance crossover card creations…perhaps we’ll see some of these come to fruition in the years to come?

Regardless of what the franchises are, any chance to bring new eyes to the beloved game of Magic should bode well in keeping the game alive, thriving, and therefore quite lucrative for years to come!

Chain of Smog: From Bulk to Broken

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The new standard set Strixhaven is just around the corner; with spoiler season upon us, the time has come to examine these new cards. With the new spoilers coming out as the days go on, people are starting to figure out some of the cool card interactions. One of these card interactions is a two-card infinite combo in mono-black. The first part of this combo is the new Professor Onyx which features a new mechanic by the name of Magecraft. The second part of this combo is an uncommon card from Onslaught, Chain of Smog.  This combo has turned this seemingly useless piece of bulk, into a card worth almost $15 apiece.

The way this combo works is very interesting. Liliana's ability, and any other card with Magecraft, causes an ability to trigger whenever you cast or copy a spell. In the case of Professor Onyx A.K.A Liliana, whenever you cast or copy a spell you drain your opponent for 2 life, and you gain 2 life. With Chain of Smog, any target player discards two, and then that player may choose to copy that card. Essentially, you choose yourself as the target, copy the spell, choose yourself again, rinse and repeat. This triggers any Magecraft ability infinitely. This is even better considering that with Professor Onyx it makes a two-card infinite combo in mono-black, which for many cEDH players is a very desirable thing.

The Price

Before this spike, Chain of Smog had been sitting at around 30 cents for most of its life span, and up until recently, had no reason to change that. On the 23rd, Chain of Smog jumped to about $15 a piece. There still is a decent supply on TCGplayer, with even damaged copies selling for nothing under $10, but on Card Kingdom, all copies are sold out in every condition, with Star City Games and Channel Fireball in similar positions. Over the past couple of days, it has held its position with a slight downturn recently.  If we look at a similar card Demonic Consultation, we will see that it experienced a similar jump in price when Thassa's Oracle was spoiled in early 2020. That is a slightly different circumstance, however, as Demonic Consultation still had a use before then, and had value before then, with the start of the value increase for Demonic Consultation starting in 2019.

Chain of Smog jumping to over $15 last week.

Demonic Consultation showing multiple jumps in price over the past two years.

Playability

With the release of Thassa's Oracle  in Theros Beyond Death, the playability of Demonic Consultation rose drastically, especially in competitive Commander circles. The reason for this being, while some cards offered combo's with Demonic Consultation before (Jace, Wielder of Mysteries and Laboratory Maniac to name two), none offered a two-card combo this cheap. With the introduction of Thassa's Oracle, you only needed two cards and three mana. The only restriction was that your deck had to be Blue-Black (in Commander at-least), and you had to have two blue mana, and one black mana, to play this combo. This was by far better than the three blue mana and one black mana requirement of Jace, Wielder of Mysteries and Demonic Consultation combo, but more could still be improved.

This improvement is arguably made by this new combo. since the color requirement is only black, you could run this in any Commander deck that runs black. No Commander requirements, no extra colors, just any deck with black. This would allow this new combo to be slotted into a lot larger portion of decks, allowing for more widespread use and more demand. The only downside seems to be the large cost requirement of colorless mana, being eight mana instead of three. This may be a big dealbreaker or could be worked around with other methods. Either by cheating out Professor Onyx or by using some heavy non-color-specific ramp. One suggested workaround is by using Planebound Accomplice to cheat her onto the battlefield. Either way this plays out, I am excited to see how this goes, both financially and in gameplay.

Predictions

Since Chain of Smog is also almost 20 years old, it is fair to say that the supply isn't absolutely ridiculous. Normal players don't have 10 copies sitting in their attic, but it isn't super rare either. This possibility for widespread use, with an additional aspect of relatively lower supply, could allow for this card to fetch a pretty decent price tag. I think it is fair to say that this could stay at these seemingly ridiculous prices, maybe even higher depending on the actual use of the combo after Strixhaven is released. The possibility of something so ridiculous is becoming less ridiculous as the weeks pass. Remember the Shivan Dragon buyouts that left Fifth Edition versions of the card with prices through the roof? While the prices did eventually fall, it wasn't by much. The cheapest NM Shivan Dragon you can find on TCGplayer is almost $20

Stranger things have happened, and it seems in this strange time that some of the craziest most outlandish things will happen. I could see this combo being more widespread than Demonic Consultation and Thassa's Oracle, or I could see it falling by the wayside, and being discarded as inefficient. Whichever way it goes, this is going to be an interesting example of the economics of high power play.

The Takeaway

This could possibly be one of the most powerful combos cEDH and perhaps other formats have ever known. Some master deck builder could come up with an insane turn one win, bypassing all of the downsides of this new interaction, and make this a new staple in competitive decks running black, or we could have all but forgotten about this in two months time. We really don't know, and we can debate all day long, but until it comes, we truly don't know. If you were lucky enough to pick up a couple of copies before the price jumped drastically, I applaud you. If not, you never know, maybe pick up a few and see how it goes.

The future belongs to those who reach out and take it, not those who sit and wait. Curiosity may have killed the cat, but satisfaction brought it back. Until next time everyone, have a great day, be smart, and invest in cardboard.

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