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Online Only: MTGO Metagame

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*Sigh* Oh, Magic Online. It is only now, with paper Magic shut down, that I am forced to regularly use you. And remember that I love/hate you. The ability to pick up and play my preferred format anytime, and against anyone in the world, is a true joy. Having to navigate your stubbornly obtuse command schemes and a frequently salty playerbase is a nightmare. However, you are what I have to work with, so I will make due.

While paper Magic languishes under pandemic lockdown, the online world is thriving. Wizards even added another category of events called Super Qualifiers to keep up with surging demand. Which means that there's more valid (read: non-curated) data coming out of MTGO than we've seen in years. It's still not enough to build a robust and statistically useful data set, but the premier events are large enough that they are reasonable stand-ins for the paper events I have been working with.

There is one minor problem that nonetheless leaves a big asterisk over this data: repeat players. Given that MTGO is online and the entry fees are low, and considering that a lot of people are currently quarantined, there's an incentive for individuals to just grind events. When I was going through events, I saw a decent number of result that were from the same gamer handles on the same deck, which inflates the numbers. Perspective dictates whether the results are then any less valid, but this scenario does happen more frequently online.

3/14 MTGO Challenge

As a result, I have data for the week running from March 14 to March 21. Or at least, I have all the data from the results that had been posted when I started this article. It's always possible that I've missed something or another event has been posted since I started working; Wizards can be weird about posting decklists. I'll be going through them in (roughly) chronological order, beginning with the Modern Challenge's Top 32.

Deck NameTotal #
Bant Snow Control4
Mono Red Prowess4
Bant Snowblade2
Eldrazi and Taxes2
Mono Green Tron2
Izzet Control2
Dredge2
Jund1
Amulet Titan1
Simic Urza1
Eldrazi Tron1
Niv to Light1
Temur Urza1
Humans1
UW Control1
Mono Blue Tron1
Heliod Company1
UW Stoneblade1
4c Snow Control1
Infect1
The Rock1

As there haven't been paper events since the banning, I'm regarding the metagame as a blank slate. Once Upon a Time saw widespread play, and though it wasn't critical to anything, did change the format enough that I don't think the previously defined metagame is valid anymore. I will be using that Titan/Prowess-pillared format as the baseline against which to compare the new data.

With that in mind, the format has definitely changed. There is only a single Amulet deck, which is very down even by the standards of non-SCG events. In its place, Tron appears to be rising. Tron had been down from its usual place during the past few months, though I'm not sure why. I suspect that Amulet was a tricky matchup, but I never heard anyone discuss it nor did I personally see how it played out. Prowess is still holding on to a top slot, though it's not running away with them, unlike previous results.

Instead, Prowess is level with Bant Snow Control. However, I could have really lumped Snow Control in with Bant Snowblade. Both decks are built on the same core of Arcum's Astrolabe, Uro, Titan of Nature's Wrath, Ice-Fang Coatl, and countermagic. The difference is the number of counters and the support cards. Bant Snow is finally coming into its own in this event, marking a trend to watch.

There are no Company combo decks in the Challenge, though that isn't surprising. Collected Company decks are rarely well-represented online because there's no way to shortcut the combo and truly go infinite. Besides, Company combos have a lot of moving pieces. This means lots of opportunities to mis-click or time-out, so their online presence is suppressed. Their actual metagame place therefore remains unclear.

3/15 MTGO PTQ

Next up is the MTGO PTQ. A PTQ is a PTQ, so I'm assuming that it is similar population-wise to the paper PTQs I'm familiar with. In other words, this is likely to be the most competitive event, and therefore most indicative of the metagame. It was also eight rounds, yielding a relatively large population for a very random sample. Once again, Wizards released the Top 32.

Deck NameTotal #
Bant Snow Control3
Eldarzi Tron2
Temur Urza1
Dredge1
Mono Green Tron1
Jund1
Humans1
Dredge1
Izzet Delver1
BR Unearth1
4c Snow Control1
UW Urza1
Jeskai Whirza1

Bant Snow Control is the top deck again, but not by much. Eldrazi Tron is a close second. I've always wondered about E-Tron's online popularity, as it never does that well in paper; cost and deck loyalty are frequent explanations, but that doesn't stop paper players from switching decks. Certainly, I don't see anything indicating E-Tron is suddenly better-positioned to explain its numbers. Of course, this may simply be par for the course, since I don't track online results typically.

The more interesting results are the non-results. Neither Amulet Titan nor Prowess appear in this data. Amulet's absence isn't very surprising to me, but Prowess actually had legs and results in the previous meta. The fact that it isn't in this data is something of a mystery.

Snow may be the most-represented archetype, but not by enough for Uro's lifegain to be holding Prowess at bay. Also, even if Uro is a problem for Prowess, Bant has so little removal that the matchup shouldn't be unwinnable for red. The overall Top 32 is not particularly hostile either. I was led to believe that Prowess was popular online because it's cheap, too, so this is another result to watch.

A Plethora of Prelims

The next category is the preliminaries. There were five reported in the surveyed period, here lumped together for convenience. There should be more, as the schedule said there's one per day. However, I didn't see them when I looked for the results. It should also be noted that these are the events with more repeat players and decks. However, this is the best survey I have of where competitive players' heads were over the course of the week.

Deck NameTotal #
Eldrazi Tron10
Mono Green Tron10
Temur Urza9
Bant Snow Control8
Jund8
Amulet Titan6
Mono Red Prowess5
Humans4
Dredge3
Bant Scapeshift3
5c Niv to Light2
Titanshift2
Bant Snowblade2
Ad Nauseam2
Gifts Storm2
UW Whirza2
Amuletless Titan1
Ponza1
Dimir Whirza1
RG Zoo1
Bogles1
Blue Moon1
Restore Balance1
Jeskai Whirza1
Golos Tron1
As Foretold1
4c Kiki Chord1
4c Underworld Breach1
Simic Urza1
Infect1
Temur Snow Midrange1
Grixis Shadow1
Burn1
UG Titan1
RB Unearth1
Izzet Control1
Shadow Zoo1

In a twist from the previous results, Snow Control is not the top deck. It's actually tied for fourth with Jund. Instead, the two Tron variants tie for first. Normal Tron has been good for so long that its position is not particularly surprising. In a shifting metagame, it makes sense that a powerful standby would do well. The same might be said for E-Tron, but I would dispute that in light of generally only ever being as good as Chalice of the Void is at a given time. I'm not seeing anything in the data to indicate that is true. I could be under-appreciating the simple power of big, under-costed creatures, but if that was enough, why hasn't the deck sustained a presence since 2017? Yet another thing to watch!

Temur Urza is in third, and this is the sort of deck I was worried about when Mox Opal was banned. Prior to the banning, the essential core of Urza lists—Whir of Invention or no—had nothing to do with Opal. Rather, they utilized Urza and Emry as artifact value engines. The card advantage engines were the problem more than the speed of the deck, and banning Opal didn't affect that at all. Now, Urza lists are just leaning on that value aspect, adding in Uro because frankly, why not? There are few decks that fill their graveyards like Urza decks do now.

Amulet Titan and Prowess had reasonable showings in these events, but nothing indicating that last month they were the presumptive best decks. I think it fair to say they've been knocked off their pedestals.

3/21 Super Qualifier

The final event is the newest one, and I don't just mean chronologically. Super Qualifiers are something new that Wizards has added to make up for the cancelled paper qualifiers. The main difference, as far as I can tell, is that there's an additional qualification for second place. In any case, it's another highly competitive event that released a Top 32.

Deck NameTotal #
Humans3
Amulet Titan3
Bant Snow Control3
Mono-Red Prowess3
Eldarzi Tron3
Dredge2
Burn2
Mono Green Tron2
Titanshift2
Temur Turns1
Temur Superfriends1
Jund1
Temur Urza1
Dimir Whirza1
Jeskai Snow Control1
Infect1
Ponza1
BR Unearth1

In a twist, no one deck stands out from the pack. There's a very even metagame, which Humans won, with a five-way tie for first.

Humans has been present in all the data I've looked at over the past few months, but it's never stood out. I was never sure why, as there have been a lot of decks vulnerable to Meddling Mage. Oko was hard, but not unbeatable, and Amulet had severely cut its removal. I suppose that the influx of Jund may be to blame, but Jund hasn't been doing much better than Humans. I suppose it's just fallen out of favor.

There are a surprising number of rogue decks in this event; more than in previous single events. That they're not all exploiting the same cards and interactions is a signal of format health. When any deck can enter an event and do well, it indicates that the power of the format is relatively even and there's room to metagame, explore, and thrive. Hopefully the data continues to reflect this openness.

Metagame in Aggregate

Taking all these events together, there are a few trends that stand out. The first is that there is not a clear front-runner. Bant Snow and variants thereof are doing very well overall. However, they're not doing much better than any other deck. At the beginning of the week, Bant Snow was the most successful deck. However, as the week rolled on, that narrative faltered. Snow did well in the preliminaries and the Super Qualifier, but proved middle-of-the-pack in the former and just part of the crowd in the latter. There's power in the new deck, but nothing yet indicating that it's anything special.

However, there is a clear trend towards midrange decks. There's only a few combo decks in the entirety of these results, and aggro is clearly slacking relative to slower decks. The lack of aggro may be a holdover from the previous meta, where Prowess pushed a lot of other decks out. However, the rise of Jund and Bant Snow is making life harder for aggro. I believe that this can be overcome with strategic adaptation and better sideboarding, but we will need to see how things develop. As for combo, there may be bias against certain ones on MTGO, as previously mentioned, but Breach Station was touted as the new menace and it's not particularly hard to play online. I think evidence is mounting that it's just not as good as advertised.

An Issue of Uro

The Bant core has gained ground, and the usual suspects are moaning already. I can appreciate some of the complaints, as Arcum's Astrolabe has a far lower opportunity cost than I expected and as a result is a bit too good at its job. Whether it's too good for Modern is another story. Again, the evidence for snow being good is there, but it's not noticeably better than anything else. Now, I've mentioned that Uro is unexpectedly good. I'd even give Uro credit for making the UGx decks competitors. Coatl is a good card, but it's not enough to win the game. Uro's body is another story, especially when coupled with recursive value. This naturally is drawing ire.

In a general sense, I think that UGx deserves a chance to be a deck in Modern for a while. Midrange decks not only being good, but not being Jund, is pretty rare in Modern. Long-suffering Simic enthusiasts have earned their day. Uro has proven to be above the curve, but again, I don't think that's the whole story. I keep banging on this point, but Uro does nothing against graveyard hate. And when sampling decks, there's a general lack of hate.

The decks that do have hate tend to have a reasonable amount, but not every deck is ready. Jund decks are running lots of hate in the sideboard, but they've cut on maindeck Scavenging Ooze. As a result, they're struggling more in Game 1 than they should against all the graveyard decks. I think a lot of the resentment for Uro is misplaced. Players aren't angry at Uro so much as frustrated that Modern still requires a lot of graveyard hate.

Still in Transition

That said, this is just the first look I've gotten at the overall metagame. One data point, even one built over the course of a week, is not defining. If the trends continue during my next look, that will be a clear argument about the metagame. However, we just have to wait and see.

Coronavirus, Cancellations, and You

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As everyone reading this right now is probably aware, COVID-19 is disrupting just about the entire world’s usual way of life. Magic: The Gathering is no exception. Wizards Play Network updated its website on May 23rd to announce that In-Store Play is officially “suspended in North America, Europe, and LATAM until at least May 10th.” While this is obviously a necessary safety precaution, times are about to get much tougher for physical players, local game stores, and independent MTG sellers all over the world. Let’s take a look at all of the changes mentioned in their article and talk about their potential financial implications around the hobby.

There was an error retrieving a chart for Winds of Change

The Latest Updates

The biggest news with Monday’s update is the official suspension of all In-Store Play for North America, Europe, and LATAM until at least May. Ikoria events too, with the exception of their new At-Home Prerelease events (they also mention that there’s a potential for the Ikoria prerelease to be postponed.) All existing events scheduled in these regions have been canceled and event scheduling has been removed from the Wizards Event Reporter.

Wizards is asking all WPN stores to encourage their players to partake in remote play opportunities and they are trying to help players stay connected by partnering with Discord to make a template to help stores create community hubs. You can read more about their initiative in the WPN article, “Keeping Communities Close Through the Pandemic: A 1st Step”. They’re taking numerous steps to try and help keep communities together, allowing stores to simulate Friday Night Magic events from home and give out exclusive arena awards. Wizards is even going to attempt an online-only, Arena-based, Magicfest!

There was an error retrieving a chart for New Frontiers

LGS and Seller Impact

Still, I don’t see any way that this isn’t a huge blow for any LGS in the affected areas. I know in my home state of Idaho, our LGS are already feeling the impact due to the ever-evolving restrictions on gatherings being put out by our city officials. Most of the shops near me have completely removed their play areas, stopped taking buylists, and have been implementing different kinds of curbside delivery options for customers who are seeking out product to keep themselves and their families entertained amid their social distancing and quarantines.

Friday Night Magic and other weekly tournaments are one of the biggest draws of customers to most local game stores, and not being able to schedule any official events (not that many cities here would allow them at this point anyway) is going to be a huge blow to their customer traffic, even in places where their local government isn’t severely limiting the number of people who can gather in one place.

Online sellers are also starting to feel impacts, at least in the US. With a large percentage of people all of a sudden unable to work and having to worry about necessities instead of Magic, sales are naturally going to drop. I recently started a TCGPlayer store to move some of my excess collection not long before the pandemic really gained traction. I was making sales every day and even managed to work myself up to being a Level 4 seller! But recently sales have completely dropped for me, and I’ve been hearing the same from friends of mine who also do a lot of singles sales online.

I can definitely see this being slightly less of an issue for non-US based sellers, but the fact that there’s a lot less money being put into the secondary market is a rough prospect for many.

There was an error retrieving a chart for Impact Resonance

What About The Players?

Not only are LGS’s and online sellers taking huge hits, but COVID-19 is also causing all kinds of misery for Magic players all over the globe. Dealing with the real-world fallout of the pandemic is tough enough, having to worry about your hobby and the investments you have tied up in it on top of all of that is a nightmare for a lot of us. What can we do to help leverage the value of our investments and still keep in contact with a community that is, for a lot of us, an essential part of our social and mental well being? I know a large part of our reader base might not fall into the areas specifically shut down by Wizards on Monday, but the effects of the shutdowns will be felt at least a little bit in all aspects of the hobby.

Now is probably not a great time to have to be selling your cards, but a lot of us (me included) are going to have to part with some of it in order to keep up with our everyday expenses. There’s no shame in needing to part with an investment in times of trouble, but you can try your best to keep on top of pricing trends and not lose a ton of money on the pieces of cardboard you decide to move. Using our Trader Tools is a great way to keep your finger on the pulse of the market!

What about the players who are looking to take advantage of potential price downturns to add to their collections and investments during this time? Well, now is a great time to look for good deals and also help out people in your community who might be struggling. I am in no way endorsing trying to take advantage of people, but I know at least in my community there are a lot of players who would be super grateful to be able to sell their cards to someone local. Keep an eye on the prices of things you’re looking to move into and be sure to reach out to your community and buy there if you can!

Being separated from your local playgroups as a paper player is going to be tough, but there are lots of ways to stay connected, like playing via webcam and chat programs! Of course, there’s also MTGO and Arena, which are great alternatives! Arena especially is going to be a great place to play, with Wizards adding more and more events for people who are stuck at home, and with their new At Home FNM initiatives and the online MagicFest!

There was an error retrieving a chart for Together Forever

I, for one, am super grateful for the online Magic community right now and am especially excited to be joining the Quiet Speculation team as a writer. Playing Arena with my friends and losing myself on Magic Twitter instead of the news has been a wonderful and welcome respite. Feel free to hit me up on Twitter or Instagram (@MTGJoeD), because I suddenly have lots of time on my hands and would love to talk Magic! Take care of yourselves and look out for each other, I’ll see you next week!

Guess Who’s Back: Titan and Phoenix New Looks

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The more things change, the more they stay the same. Despite recent bannings, the targeted decks are rising up again, reinventing themselves in novel ways.

Axing Once Upon a Time from the format heralded an imminent paradigm shift for Amulet Titan, an enduring archetype that had redesigned itself around the free cantrip so drastically as to begin omitting its namesake artifact. Similarly, the Faithless Looting ban was thought to utterly antiquate UR Phoenix, a deck that dominated competitive Modern for months on end.

Variations of each deck are now cropping up online. Today, we'll examine the alterations and compromises they've made to stay in the game.

Landing on Both Feet

All the talk about Uro, Titan of Nature's Wrath shouldn't distract us from the reality of Primeval Titan, which is very much still a Magic card post-ban. Amulet Titan had transitioned from a land-combo game-ender to a land-toolbox value engine. Now, it's splitting into four distinct shells, with the pivotal card not Titan itself, but Dryad of the Ilysian Grove.

Value Titan, GLEICIANO (5-0)

Creatures

4 Arboreal Grazer
3 Dryad of the Ilysian Grove
3 Oracle of Mul Daya
4 Primeval Titan
4 Sakura-Tribe Elder

Instants

4 Summoner's Pact

Sorceries

4 Explore
2 Scapeshift

Lands

1 Bojuka Bog
4 Castle Garenbrig
1 Cavern of Souls
1 Cinder Glade
2 Field of the Dead
2 Forest
1 Misty Rainforest
2 Mountain
1 Radiant Fountain
2 Snow-Covered Forest
3 Snow-Covered Mountain
4 Stomping Ground
3 Valakut, the Molten Pinnacle
1 Vesuva
4 Wooded Foothills

Sideboard

2 Anger of the Gods
2 Beast Within
2 Force of Vigor
2 Fry
2 Obstinate Baloth
1 Reclamation Sage
4 Veil of Summer

Value Titan picks up where recent shells left off. Amulet is still absent. Instead of reinstating it, the deck makes use of Castle Garenbrig to ramp into early Titans; Dryad acts as a Pact-able Prismatic Omen and land deployer all in one.

Once Titan resolves, its triggered ability grabs a pair of Valakuts and gives the deck a turbo-charged Field of the Dead plan, in that it ignores any removal spells opponents might have on-hand for the Titan. Should Dryad also bite the dust, Field too makes an appearance here.

Amulet Titan, DIA83 (5-0)

Creatures

2 Azusa, Lost but Seeking
4 Dryad of the Ilysian Grove
4 Primeval Titan
4 Sakura-Tribe Scout

Artifacts

4 Amulet of Vigor

Instants

1 Pact of Negation
4 Summoner's Pact

Sorceries

4 Ancient Stirrings
2 Explore

Lands

1 Bojuka Bog
1 Breeding Pool
4 Castle Garenbrig
2 Cavern of Souls
1 Field of the Dead
2 Forest
1 Gemstone Mine
1 Ghost Quarter
1 Golgari Rot Farm
3 Gruul Turf
1 Hanweir Battlements
1 Radiant Fountain
4 Simic Growth Chamber
2 Snow-Covered Forest
2 Tolaria West
2 Valakut, the Molten Pinnacle
1 Vesuva
1 Wooded Foothills

Sideboard

3 Beast Within
3 Dismember
1 Engineered Explosives
1 Force of Vigor
1 Grafdigger's Cage
3 Mystical Dispute
1 Reclamation Sage
1 Tireless Tracker
1 Uro, Titan of Nature's Wrath

Now, here's a familiar face! Amulet Titan was a competent Modern deck even before Once Upon a Time was printed, and here returns to its roots while accommodating a few proven techs. First up is Dryad, of course, but then there's Castle and even Explore. The consistency provided by blue cantrips Sleight of Hand or Serum Visions, standbys in older builds, has been deemed unnecessary compared to the on-color utility of newer arrivals.

Simic Scapeshift, WOTC_ANDREWB (5-0

Creatures

4 Ice-Fang Coatl
4 Sakura-Tribe Elder
4 Dryad of the Ilysian Grove
2 Uro, Titan of Nature's Wrath

Instants

4 Archmage's Charm
4 Cryptic Command
4 Growth Spiral
2 Remand

Sorceries

3 Scapeshift

Enchantments

1 Prismatic Omen

Lands

2 Breeding Pool
1 Field of the Dead
1 Flooded Grove
1 Flooded Strand
4 Misty Rainforest
2 Mystic Sanctuary
1 Polluted Delta
4 Prismatic Vista
2 Snow-Covered Forest
6 Snow-Covered Island
4 Valakut, the Molten Pinnacle

Sideboard

3 Aether Gust
2 Dismember
2 Grafdigger's Cage
2 Mystical Dispute
2 Spell Snare
2 Tireless Tracker
2 Veil of Summer

In the olden days, Scapeshift was a Temur deck packed with interaction that aimed to suppress opponents long enough to make seven land drops and cast the sorcery for lethal Valakut damage. Simic Scapeshift, which has posted two results, mirrors that plan but does away with the red splash entirely, preserving only Valakut among red-producing lands. The reason? Blue-green happens to be a competent interactive combination for the first time since ever.

Ice-Fang Coatl and Uro, Titan of Nature's Wrath have carved out an undeniable niche as a midrange package, but they tend to be featured alongside Arcum's Astrolabe. Simic Scapeshift has no room for that kind of air, using its early-game to deploy tapped lands, cast Growth Spiral-style ramp effects, and interact with the stack. Uro pulls double-duty here as a ramp spell that also provides a fair Plan B, just as Tarmogoyf sometimes did for the deck's early iterations.

Bring to Light Scapeshift, SUNGJIN (4-1, Modern Preliminary #12106076)

Creatures

4 Sakura-Tribe Elder
2 Dryad of the Ilysian Grove
2 Uro, Titan of Nature's Wrath

Planeswalkers

1 Jace, the Mind Sculptor
2 Teferi, Time Raveler

Instants

3 Cryptic Command
4 Path to Exile
4 Remand

Sorceries

4 Bring to Light
2 Scapeshift
4 Search for Tomorrow
1 Supreme Verdict

Lands

2 Breeding Pool
1 Hallowed Fountain
4 Misty Rainforest
1 Mystic Sanctuary
2 Snow-Covered Forest
3 Snow-Covered Island
2 Snow-Covered Mountain
1 Snow-Covered Plains
4 Steam Vents
4 Stomping Ground
1 Temple Garden
2 Valakut, the Molten Pinnacle

Sideboard

2 Aether Gust
1 Anger of the Gods
1 Exhaustion
2 Force of Negation
1 Force of Vigor
2 Grafdigger's Cage
1 Mwonvuli Acid-Moss
2 Mystical Dispute
1 Timely Reinforcements
2 Veil of Summer

Bring to Light Scapeshift is another archetype we've had in Modern for a fair bit—specifically, since Bring was first released. But who are we to deny it the latest goodies for land and ramp decks? In go Uro and Dryad, as well as Mystic Sanctuary; the land can be fetched to put Scapeshift back on top of the deck for another combo attempt.

Passing With Flying Colors

Titan didn't have much time since the ban, but it's already bouncing back in a few ways. The same can't really be said of Arclight Phoenix, which went AWOL after losing Looting. Until now, that is; players are figuring out how to leverage their Looting replacements in a world unhindered by off-theme, off-color cantrips.

UR Phoenix, DRACONIC1 (3-2, Modern Preliminary #12110946

Creatures

4 Thing in the Ice
4 Arclight Phoenix
2 Merchant of the Vale
3 Ox of Agonas

Enchantments

1 Aria of Flame

Instants

2 Gut Shot
4 Izzet Charm
2 Lightning Axe
4 Lightning Bolt
4 Manamorphose
4 Opt
4 Thought Scour

Sorceries

4 Serum Visions

Lands

1 Fiery Islet
2 Flooded Strand
2 Island
2 Mountain
4 Scalding Tarn
4 Spirebluff Canal
3 Steam Vents

Sideboard

2 Aria of Flame
3 Abrade
2 Aether Gust
1 Ashiok, Dream Render
3 Blood Moon
1 Dismember
3 Mystical Dispute

We'll kick things off with the classic UR Phoenix. This deck has made some serious adjustments, adding Merchant of the Veil to support Izzet Charm in cheaply getting Phoenix from the deck to the hand to the graveyard.

Ox of Agonas also joins the deck's payoffs, equally serving as an enabler; players with enough mana can chain together a few cantrips and then escape Ox to discard any drawn Phoenixes and set up a big combat step. Because Ox is a threat in its own rite, Aria of Flame finds itself with just one copy in the main, although it remains an alluring sideboard plan for when opponents bring in Rest in Peace or Grafdigger's Cage.

Hollow Phoenix, CORONTHEMORON (5-0

Creatures

4 Flameblade Adept
3 Flamewake Phoenix
4 Hollow One
3 Ox of Agonas
4 Runaway Steam-Kin
4 Street Wraith

Enchantments

3 Underworld Breach

Instants

4 Lightning Bolt
2 Manamorphose
1 Pyretic Ritual

Sorceries

4 Burning Inquiry
4 Goblin Lore
1 Cathartic Reunion

Lands

2 Bloodstained Mire
2 Fiery Islet
2 Forgotten Cave
13 Mountain

Sideboard

4 Blood Moon
1 Boil
3 Dragon's Claw
1 Kozilek's Return
4 Leyline of the Void
1 Shadowspear
1 Shenanigans

Yet another blast from the past, Hollow Phoenix combines the Arclight package with the Hollow One package to generate tons of board pressure as quickly as possible. Faithless Looting once fueled both plans at once, making it the deck's de facto engine grease. Without it, some new packages have been implemented.

There's Ox of Agonas again, doing also for Hollow what it does for Arclight. Reason being it can be cast from the graveyard given an active Underworld Breach. In other words, ending a looting chain with Breach gives the deck Dredge-like levels of recursion, making it difficult for attrition decks to keep up without heavy-duty grave hate.

Hollow Hearld, PSBARO (5-0

Creatures

4 Storm Herald
4 Flameblade Adept
4 Flamewake Phoenix
4 Hollow One
3 Ox of Agonas
4 Street Wraith

Enchantments

4 Eldrazi Conscription

Instants

2 Lightning Axe
1 Lightning Bolt

Sorceries

4 Burning Inquiry
3 Cathartic Reunion
4 Goblin Lore

Lands

2 Forgotten Cave
11 Mountain
4 Scalding Tarn
2 Wooded Foothills

Sideboard

3 Lightning Bolt
2 Blood Moon
4 Dragon's Claw
1 Shenanigans
2 Shrine of Burning Rage
3 Tormod's Crypt

Adding another twist to the strategy, Hollow Herald employs Storm Herald to slap a looted-away Eldrazi Conscription onto an attacking creature. The plan is just as grave-reliant and far tougher to pull off (a timely removal spell ends the interaction decisively), but it's probably quite wild to witness!

As the World Turns

It appears that despite the craziness going on in the world around us, Modern's brewers are not a bunch to be outdone. Tune in next week for a closer look at some of the month's more under-the-radar strategies.

Magic: A Source of Precious Cash

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It’s no understatement to say the stock market has been a rough place to invest this past month. Sadly, last Friday’s drop in the Dow Jones of 913 points actually felt tame. Volatility is at an all-time high and we’re seeing new stocks hit multi-year lows almost daily.

The Dow Jones is more than 10,000 points in just one month!

As someone who monitors the stock market closely, I have to say the recent sell-off is gradually becoming more and more attractive. This is not meant to be financial advice, so please make your own evaluations before investing in the stock market. But I’m seeing prices on amazing companies that I haven’t seen in a long time, and this is enticing.

 The Demand for Cash

As asset prices drop, the demand for cash—namely, U.S. dollars—has soared. Take a look at the three-month chart below. While the absolute value seems small, in the world of currency such a move is significant and sudden.

This flight to cash has reverberations throughout all asset classes. Stocks are obviously dropping, but we’re also seeing certain bonds, precious metals, and, of course, Magic cards selling off. People all across the globe are raising cash during this time of uncertainty.

Because this is a Magic website, I will focus on prices associated with this hobby. In a word, they are dismal. I continue to watch Card Kingdom’s hotlist on a daily basis and I am seeing their buy prices steadily drop. Some sell prices are also reflecting the market softness.

There was an error retrieving a chart for Mox Sapphire

Even high-end, “blue chip” Magic cards are not immune to the recent sell-off. The demand for cash and the uncertain market environment provide compelling motivation to sell. Cash is liquidity, and that liquidity is treasured in times of distress like these.

Trying to Look Ahead

Last week I discussed how market softness would become the new norm as Magic investors seek liquidity via cash. COVID-19 has wreaked havoc on Magic stores large and small. ChannelFireball is shutting down their warehouse. Card Kingdom is quarantining packages for 72 hours before receiving them and grading buylist orders.

On the other hand, some vendors are having a difficult time restocking on cards with a lack of MagicFests. Recently, 95Games posted an online buylist in order to restock key staples. Despite this, the net effect of COVID-19 on the Magic market has been net negative. This will not end any time soon.

If you’re like me and you didn’t cash out of your entire Magic collection, you may be left wondering what to do. Is it too late to fire-sell cards in order to raise cash? Will prices rebound if we hold for the long haul?

There was an error retrieving a chart for Library of Alexandria

Personally, I have confidence that the Magic market will not permanently shatter under the pressure of this pandemic. This game has been around for 27 years and has withstood many crises. Now, more than ever, people need distractions from reality and Magic: the Gathering is an outlet that can truly help us escape. Even though social distancing is becoming prevalent, I suspect people will find creative ways to keep enjoying their favorite hobby.

Therefore, I remain confident in the long-term prospects for Magic cards.

But I’m Still Selling

Selling into this softness is painful. Card prices don’t fetch nearly what they could just a few months ago. However, I am still trimming the fat around my collection in order to raise cash.

This doesn’t reflect my lack of confidence in Magic. Instead, it reflects an imbalance in opportunity. As stock prices drop, they become more attractive. Suddenly, stocks that once appeared overpriced are offering reasonable entry points. Because my end goal of Magic finance is to fund my kids’ college educations, I need to compare the upside offered by stocks as compared to Magic.

Recently the equation has been tipping in favor of stocks. Do I prefer to own a card like Beta Wheel of Fortune or am I better off buying shares of a company?

There was an error retrieving a chart for Wheel Of Fortune

Which one offers better upside potential from here? How about lesser-played Old School cards? How will those handle this crisis (many have already pulled back significantly)? Despite their recent sell-off, I am starting to feel like stocks are more attractive than these cards.

While we’re at it, precious metal prices are dropping towards a more attractive entry point. And while it’s not my area of expertise, cryptocurrency may be the safe haven people reach for in this time of uncertainty. After dropping 50% in a month, Bitcoin has rebounded from around $5200 to $6200 in rapid fashion. Maybe it’s worth putting some cash to work there?

Let’s not forget that the U.S. Dollar is extremely strong right now, meaning other currencies around the globe are suddenly much cheaper.

Whatever your focus is, I wouldn’t go and liquidate your entire collection (unless you absolutely needed the money). Doing so now would be equivalent to liquidating your stock portfolio amidst this fear. Rather, I’m considering this a rare opportunity to rebalance my investment portfolio in a holistic manner. Magic still has a place in the mix, but I think it needs to have a smaller place while other asset prices are so depressed.

Don’t Forget It’s a Buyer’s Market

It’s true my goal for these next couple months is to raise positive cash flow in Magic cards. But that doesn’t mean I won’t purchase a single card. We must not forget that this is a buyer’s market, and that dropping prices prevent their own opportunity in Magic.

Not much will be immune to this sell-off. I would encourage you to keep a mental list of cards you’ve been wanting for a while because you may get a shot at some pretty good deals this Spring. I’ve noticed Dual Land prices have been steadily coming down—many investors have extras of these, and are now looking to cash out, taking advantage of their liquid nature. Old School cards are taking a beating, though some are holding up better than others like everything else.

I’m not currently shopping around for any specific cards, but I’m watching some ABUGames auctions on eBay. In fact, eBay auctions are now my favorite way to buy cards. If demand is truly dropping, then there will be fewer bidders who will be willing to pay market prices. Buy-it-now listings and TCGPlayer pricing allows the seller to specify their price, but if cards don’t sell for a while, we may not get an accurate reflection of true cash value of cards using that data. Instead, we need to look at auctions and completed listing on eBay to glimpse a truer representation of where cards are selling.

For example, a heavily played Revised Underground Sea has a TCG low price of $291.93. However, a recent auction for a heavily played copy sold for $254 via eBay auction.

There was an error retrieving a chart for Underground Sea

I’d strongly encourage you to set eBay search reminders for auctions of the cards you are most interested in, and then place a few bids out there. You never know when you’ll get lucky and a card will sell for well below its “market price”. There are simply fewer people shopping for some Magic cards now than there were a few months ago.

Wrapping It Up

There are a few reasons Magic cards are dropping in price right now. First, people could be fleeing to cash out of fear and to preserve capital. Perhaps they need that money to help pay bills and keep food on their kitchen tables. Second, they could be selling their cards because they anticipate more attractive entry points in a few months and they are trying to get out before things get worse. That’s a reasonable strategy, though it’s not my style.

Lastly, people could be selling their Magic cards because they’re interested in purchasing alternate assets at newly depressed pricing. This is the category I fall in. It’s tough selling cards for less than I could have six months ago, but the reality is I believe other assets offer a more attractive risk/reward profile at this time.

For this reason, I’m trimming a small portion of my collection in order to buy stocks. I’m not doing this aggressively and I’m not doing it all at once. I still maintain my Old School decks and a Vintage deck, with no plans on selling them into this pullback. But I do plan on maintaining a flow of money out of Magic and into other assets.

There was an error retrieving a chart for Force Of Will

I believe others may be doing the same, and I would keep these trends in mind when navigating this tumultuous MTG finance market. It’s a crazy world out there—a world where cards are being traded for stocks, gold, and Bitcoin. Until things stabilize, this volatility and uncertainty will be the new normal. If nothing else, you need to be aware of this trend and its implications: lower Magic prices for at least the next few months.

 

Sigbits

  • Want some examples of dropping buylist prices at Card Kingdom? All their Dual Land numbers are down across the board. Underground Sea and Volcanic Island buylist for $250 and $225, respectively, much lower than where they were just a few weeks ago.
  • Yesterday I checked Card Kingdom’s buy prices on all cards from the Arabian Nights The first thing I noticed was that the big three cards are off their buylist altogether! They are currently not buying Library of Alexandria, Juzam Djinn, and Bazaar of Baghdad! You may deduce that this is because they have a large stock of these cards, but they only have three copies of Juzam in stock! I think this is to protect cash flow. Suddenly, ABUGames’ structure of offering low cash value and a huge trade-in bonus makes sense.
  • I had been watching Card Kingdom’s buy prices on Power steadily drop. But recently, they took things one step further: they removed six of the nine pieces of the Power 9 from their buylist altogether! The only three they kept were the three they’re out of stock on: Black Lotus ($6600), Timetwister ($1900), and Mox Jet ($1650). If they get a copy of these in stock, I bet they’ll remove these from their buylist too!

 

Insider: MTG Speculation in Economic Uncertainty

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We are facing trying times right now thanks to the COVID-19 virus. The world economy is in massive turmoil and all that volatility is driving a significant amount of fear. While none of us have a lot of control over what does or doesn't happen to us, we can control our mindsets. Whenever I have to make big decisions I try to look at them from both sides. I'm going to try to put this thought process on paper.

There was an error retrieving a chart for Avatar of Hope

The Optimist

With MagicFests canceled for the foreseeable future and some stores like ChannelFireball shutting down their warehouses, smaller sellers may see an increase in sales as players switch to retailers operating out of their home or those with a very small staff count. For many of us who own online-only stores, you can reason that we'll see an increase in sales. There are also a lot of Facebook posts of people looking to sell cards, who given the current uncertainty, would rather have currency than cardboard. I won't condone fleecing people, but there is a strong possibility that with more and more sellers in the marketplace, buyers can get more for less.

Warren Buffet once said, "Be fearful when others are greedy and greedy when others are fearful," and we've got plenty of people fearful right now. If you are currently in a financial position to buy cards without needing to liquidate them for 2-4 months, then you could easily stockpile a good inventory given the current ample supply and then sit on it until the virus recedes enough that all the pent up demand is unleashed.

I want to emphasize the idea that now is likely not a good time to try to do quick flips, as prices are likely to continue to trend downward as more and more people sell, thus you don't want to buy on Monday with the intent to sell by Friday. This is actually difficult for me, as I've been doing a lot less overall speculating recently. Instead, I've been buying larger collections and making my profit by eliminating the sellers effort of splitting up cards, giving me a discount for buying the whole thing.

When I go about doing this, my goal is to try to recoup my costs quickly. This means I aggressively price the cards I purchase in order to have more money available for the next buy. I'm often happy with a 15-20% profit margin if it means selling the cards within a week or two rather than hoping for 30-40% profit margins expecting the cards price to grow over time and having to wait months to sell.

In our current environment, speculation targets could be a solid investment. They typically have a longer time frame to reach an expected price, and you're already intending to buy them and park them in a safe place until the price goes up enough to make selling them worthwhile.

There was an error retrieving a chart for Angel of Despair

The Pessimist

There is a lot of conflicting information regarding COVID-19 and it's difficult to distinguish accuracy from many sources of said information. While we hope for a quick end to this pandemic, there is so much uncertainty surrounding it, determining a likely "end date" seems impossible. Even when the virus has receded, the economic impact will likely be immense if it isn't already. This could lead to a deeper recession; when people have to choose between food and hobbies, they'll take food. Card prices could easily follow the stock market and tank pretty hard, and Magic cards sadly have little utility outside of the game.

If you're concerned about a long recovery from the virus or the economic fallout than parking money into cards is not a place you want to be right now. One could argue it's better to sell what you don't really need and perhaps buy back in when money isn't as tight or when the price has tanked. To make matters worse, WoTC keeps pushing out more and more supplemental products with lots of reprints, thus any card purchased now, even at a good price, has a risk of plummeting in value should it end up in the next line of supplemental products.

Currently this year, my store's largest sales category is Commander staples which accounts for 62.5% of my overall sales total. WotC has stated that 2020 is the "Year of Commander", we'll see a set of 5 new commander decks with the release of Ikoria: Lair of Behemoths with 71 new cards, meaning 429 reprints. Now some of those 429 will be basic lands and likely a lot of the cheap common or uncommon mana fixing lands, but still that is a lot of potential card prices to tank. Then we will get an additional set of Commander decks with Zendikar Rising taking the place of the Planeswalker Decks, so hopefully that only means another 2 decks, as we typically only get 2 Planeswalker decks per set.

We also have Commander Legends coming out this year which is a draft based Commander product that will also have another two new Commander decks released with it. So while WoTC is pushing this as "Year of Commander", those of us in MTG Finance simply see this year as "Year of the Reprints" or "Year your inventory tanks in value."

Battle Between Opposing Forces

As I write this, I honestly don't know which route I'll take during the next month or two. One day I may be leaning towards optimism, the next pessimism. While my 401K has tanked pretty hard in the last two weeks, my MTG collection hasn't lost nearly as much value. I also know that during trying times people look to comforts and I can happily say that playing Magic with friends, even small groups of friends, is a huge comfort. We are being bombarded with bad news on a daily basis, the only good thing is that we finally have a common enemy that all mankind can stand against.

One Last bit of Joy

While not MTG related, I do have one last bit of news that brings great joy to my life.

James Paul Schumann-Coming August 1st, 2020

Fighting Jund: A Beginner’s Guide

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Well, this is rather unfortunate. I was intending to start building a new metagame dataset with SCG Baltimore this week. However, COVID-19 has led to basically everything for the next month being cancelled. Which means I'll need to rely on online data for the foreseeable future. The problem is there isn't enough non-League data to draw any meaningful conclusions. Therefore, this week, I'll be covering something I've had on the back burner for some time: how to beat Jund.

A few weeks ago, I wrote a tech piece about sideboarding against the then-top decks. However, despite calling it out as a top deck, I didn't discuss Jund. Jund's not like most decks in that sideboard cards aren't exactly the key to gaining an edge in the matchup. The key to beating Jund is to know how Jund has Junded its way through Modern and Magic to become the deck players think about when talking midrange decks.

For those new around here, The Beginner's Guide is my article series on the fundamental principles of Modern. Three years ago, I covered playing against fair decks, holding up Jund as a paragon of fairness. However, I only obliquely discussed it. Today, I am going in depth on how Jund leverages its fairness into victory. To be clear, though, this isn't intended as a guide to playing Jund, because I'm not Reid Duke. Instead, this article is about how to avoid just getting Junded out.

What is "Junding Them Out"?

I've thrown around the phrase "Jund them out" a lot over the years. Nobody's ever questioned me about it, nor have I ever questioned it myself. It's one of those things that just makes sense. We've all played against Jund, and had that feeling of games slipping away as Jund just does its thing. It just feels like A Thing which has always been A Thing and we all kind of know what's going on, despite a lack of explicit explanation.

That's fine in everyday life, but not here on Modern Nexus, so I did some digging. It turns out that the origin is actually the Friday Nights YouTube series. For those who can't watch the whole video, in the words of the phrase's originator, "Junding someone out...it's more a state of mind." He goes on to elaborate,

...the characteristic qualities of the Jund shard is aggro, dome, and value...the quintessence of Junding somebody out is you just get 'em!

...the perfect example of a sick Jund line is cascading a Bloodbraid Elf into Blightning. I mean, you just get 'em. Especially if you blow up their Jace with the Blightning, it's just off to the shower room.

The discussion goes on to discuss the fact that Junding is more a philosophy based around being the better attrition deck. Jund's not about anything else, really. It's all about getting the better of the opponent at every step of the game and constantly piling on the value until the opponent is out of the game.

While I would contest some of the details (Bloodbraid into Blightning was a blowout back then), the principle does stand. Junding someone out is to simply dominate the game. There's plenty of Magic being played, but one player is clearly pulling ahead. It's not so much that they have more cards, are ahead on board, or are winning a race. But they are ahead.

How Jund Wins

To put it more analytically, Jund is an attrition strategy. It is designed to trade cards in such a way that it always comes out ahead. Actual two-for-ones or card advantage can be part of that plan, but they're not critical. Jund simply wants to trade advantageously until the game shifts in Jund's favor. Consider this decklist from Regionals:

Jund, Phillip Stanley (SCG Regionals Albany, 1st Place)

Creatures

4 Tarmogoyf
2 Scavenging Ooze
2 Kroxa, Titan of Death's Hunger
4 Bloodbraid Elf

Planeswalkers

3 Wrenn and Six
4 Liliana of the Veil

Sorceries

4 Inquisition of Kozilek
2 Thoughtseize
1 Maelstrom Pulse

Instants

4 Lightning Bolt
2 Fatal Push
2 Assassin's Trophy
1 Abrupt Decay
2 Kolaghan's Command

Lands

4 Verdant Catacombs
4 Blackcleave Cliffs
3 Bloodstained Mire
2 Raging Ravine
2 Overgrown Tomb
2 Swamp
1 Wooded Foothills
1 Barren Moor
1 Blood Crypt
1 Stomping Grouind
1 Nuturing Peatland
1 Forest
1 Mountain

Sideboard

2 Grafdigger's Cage
2 Collective Brutality
2 Weather the Storm
2 Ashiok, Dream Render
2 Fulminator Mage
2 Pillage
2 Plague Engineer
1 Huntmaster of the Fells

Jund has long been characterized as a pile of good cards. Looking at this list, that's an understandable belief. However, it's also an oversimplification. Jund isn't just a pile of good cards, it's a pile of good attrition cards. Jund is a pile of the best interaction, planeswalkers, and creatures at every mana cost. It wants to trade its cards with the opponent's cards, each time ending up better off.

Frequently, it isn't obvious how Jund's winning each exchange, because the trades are one-for-ones. When UW Stoneblade counters Primeval Titan with Cryptic Command, the advantage is obvious; Stoneblade traded up on mana, countered the spell, and drew a card. When Jund takes a Path to Exile with Inquisition of Kozilek, the trade is equivalent in every way. Except that it wasn't. Jund was advancing its gameplan while making its opponent's just a little bit worse.

Jund is fine with trading card for card, so long as it's gaining some value every time. It doesn't have to be actual card advantage, or even mana advantage. Jund can gain from trading up in card quality, in strategic utility, in gameplan viability, or just in board positioning. The plan is to trade up until Jund has the last card standing and win.

The Tempo Trap

As a result, trying to fight Jund on the tempo axis is a trap. Jund may not be a tempo deck in the traditional sense, but it mostly plays in that same mana-maximizing space. The above Jund list has an average mana cost of 2.14. Part of Jund's advantage is that it maximizes its mana like few decks can, ovrerwhelming the opponent with card quality and efficiency.

Jund will use as much of its available mana as possible at every opportunity. However, if it doesn't, that's fine, because it means Jund has more cards down the line to use once there's a need. Jund is fully capable of matching tempo with any deck. So trying to win the tempo game is playing into Jund's gameplan. To beat Jund this way, opponents need to help out by stumbling, or the tempo deck needs to truly dominate the mana game.

Cases in Point

Allow me to demonstrate. I'll take the above example Jund list and draw the following starting hand: Thoughtseize, Inquisition of Kozilek, Lightning Bolt, Tarmogoyf, Blackcleave Cliffs, Overgrown Tomb, Stomping Ground. I will play three turns against two tempo-centric decks: Humans and Mono-Red Prowess. Jund will play second and draw the same three cards (Raging Ravine, Abrupt Decay, Wrenn and Six). I'm also going to Inquisition turn one every time. We'll then consider the relative positions of all three decks at the end of the three turns.

Humans

Humans Turn 1: Play Cavern of Souls naming human, cast Noble Hierarch.

Jund Turn 1: Play Blackcleave Cliffs, Inquisition seeing Thalia, Guardian of Thraben, Thalia's Lieutenant, Mantis Rider, Reflector Mage, Horizon Canopy; take Rider.

Humans Turn 2: Play Canopy, cast Thalia with Canopy, attack for 1. (19, 19)

Jund Turn 2: Shock in Overgrown Tomb, Bolt Thalia. (19, 17)

Humans Turn 3: Play Thalia's Lieutenant, attack for 2. (18, 15)

Jund Turn 3: Shock in Stomping Ground, Thoughtseize seeing another Lieutenant and two Mages. Take Lieutenant, cast Wrenn, and downtick to kill Lieutenant. (18, 11)

Prowess

Prowess Turn 1: Play Mountian, cast Soul-Scar Mage.

Jund Turn 1: Play Blackcleave Cliffs, Inquisition seeing Swiftspear, Soul-Scar Mage, Manamorphose, Burst Lightning, Lava Dart; take Swiftspear.

Prowess Turn 2: Play Mage, attack for 1. (20, 19)

Jund Turn 2: Shock in Tomb, Bolt a Mage, Thoughtseize seeing another Manamorphose and take it. (20, 17)

Prowess Turn 3: Play Mountain, cast Manamorphose, cast Swiftspear, cast Dart, attack for 5 (20, 11).

Jund Turn 3: Play tapped Ravine, hold up Decay.

While Jund has a much lower life total against Humans, it is in a far better position to win the game. The worst that can happen is a topdecked Mantis Rider, which Jund will Decay the following turn. Humans will likely have to attack Wrenn, buying Jund an additional turn. It's not a great position since Tarmogoyf is contained by the Mages, but Jund still has the Decay to hold the line a few more draw steps until more removal or creatures arrive.

Meanwhile, Jund could just die to Prowess in a turn. Prowess will have two creatures to attack with, and with Burst Lightning in hand and Dart in the graveyard. There's a minimum of 6 damage coming Jund's way. After Decaying Mage, Jund's only relevant spell is Tarmogoyf. Given the likelihood of Prowess drawing more spells, Jund has to topdeck very well or it will lose.

Both tempo decks are using their mana to their best ability, but Humans is losing because Jund is matching its tempo by keeping up with card deployment. Prowess is casting more cards than Jund, and has pulled ahead.

To Survive, Thrive

The real key to defeating Jund is not to try and outpace it. Jund's the best at what it does. The longstanding strategy has been to vastly overpower Jund, which is why Tron has always been a good deck. However, that level of going over the top isn't available to most decks. For everyone who isn't Tron, the key is to outlast Jund.

Again, consider the example list. Jund's plan is to win once everyone's hand is exhausted. The only means it has to actually draw extra cards going long is to recur Barren Moor or Nurtured Peatland with Wrenn and Six, which is fairly slow, and in the case of Peatland a tempo hole. Bloodbraid Elf, Kolaghan's Command, and arguably Kroxa are all two-for-ones, but they're the equivalent of a burst of nitrous into the engine rather than a fuel refill. It's the price Jund has paid in dropping Dark Confidant for the more versatile and robust Wrenn.

Therefore, the best way to beat Jund is to just not lose to attrition. Which I realize sounds incredibly tautological, but it's true. Jund can absolutely shred an opening hand with discard, removal, and Liliana of the Veil; what it can't really protect against is the opponent topdecking their way out. This is the crux of Jund's weakness against combo: Jund can absolutely prevent the initial combo attempt, but its clock is pretty slow. This gives combo the time to draw more cards and reassemble.

Alternatively, Jund can just lose to itself. It has a lot of cards, but many are contextual. Discard is great early, dead late. It also has a lot of lands. Despite appearances, Jund often loses topdeck wars to drawing irrelevant lands and spells. This means that resilient decks that never have dead cards can beat Jund at its own game.

On paper, Humans should never beat Jund. Jund's a pile of removal and everything is smaller than Tarmogoyf. In practice, the matchup is fairly close, as Humans is so threat-dense that Jund is never really out of the woods. In my above thought experiment, Jund was definitely ahead, but not out of the woods, because it can't stabilize with Tarmogoyf thanks to Reflector Mage. This is also why Burn is a very tricky matchup. Jund can easily overcome Burn's starting hand, but it's never safe from Burn just drawing and casting Bolts every turn.

Card Advantage

Deck resilience is good, but it pays to weight the proverbial scales. A deck might not be particularly dense on paper, but drawing lots of extra cards can make it so. The most obvious and proven way to combat Jund is simply to swamp it with card advantage. This was where a lot of the hype around Ancestral Vision getting unbanned was headed. Suspend Vision turn 1, get hit by Jund's discard for four turns, then refill after Jund has used up its resources. Any card that provides a steady stream of cards is going to eventually snow Jund under.

I have seen Jund successfully grind its opponent down to no cards and no board, only to lose the game by having nothing to follow up. A few weeks ago I was at a Modern cash tournament and watched as a Jund deck, up multiple threats (including Kroxa) and cards against Bant Snow just lose to Uro, Titan of Nature's Wrath recursion because Jund couldn't dig for Scavenging Ooze. Jund's attrition plan cannot survive in the face of extra resources. At that point, it has to rely on raw card power, which is not its chief strength.

Virtual Card Advantage

Actually drawing cards in sufficient quantity isn't necessary, or even available for most decks. What is available to everyone is virtual card advantage. I'm not sure what the right word to describe Jund is, because linear has the right sentiment but wrong connotations while straightforward isn't accurate. Jund's primary line of attack is targeted discard, while its value engine and clock is heavily dependent on its graveyard. Attacking either can simply gut Jund's gameplan by rendering most of Jund's cards dead. An attrition deck with dead cards is doomed.

Jund may not be a true graveyard deck in the way that Dredge is, but it really needs a graveyard for many of its cards to be good. Against Rest in Peace, Tarmogoyf is just a 0/1, Ooze is a 2/2, Kroxa is a bad Raven's Crime, and Wrenn can only downtick for any value. Sure, Jund can Trophy Rest and rebuild from there, but it will have expended resources to do so, and it's not like Jund can instantly refill that graveyard. Besides, Jund may be unable to remove the Rest because it can't afford to use the removal spell on the enchantment. By squeezing Jund strategically, decks generate a lot of virtual card advantage, which swallows up Jund's value generation engine.

Similarly, Leyline of Sanctity is very strong against Jund, if somewhat inconsistent. It doesn't impact the board, but it leaves Jund's main disruption useless. Discard has no target, Liliana can't downtick, and suddenly Jund can't meaningfully interact. Unable to do that, Jund must act as a straightforward beat down deck with removal and while Tarmogoyf's a legendary card, it can't do everything on its own.

Counterboard

The final option is to plan ahead and anticipate Jund. Jund's a very well known deck at this point. Players should know their own decks and where they're weak. Therefore, they should know what cards Jund is going to have and how Jund will sideboard in the matchup, and subsequently how to correctly counterboard. Even in bad matchups, knowing how Jund will attack and preparing against that attack can tip the scales.

For example, playing Humans against Jund, I know that post-board Jund will have more cheap removal and more importantly Plague Engineer, but at this point sweepers are very rare. So I will take out my very easily Wrenned-to-death Thalias and Phantasmal Images in favor of more robust creatures and Dismembers. The plan: endure Jund's removal, build a board even under Engineer, and win through Jund's attack.

The fact that my example Jund list runs Pillage in its sideboard demonstrates the power of counterboarding. Mono-Green Tron and Amulet Titan are very hard matchups for Jund, and so Jund has always sidboarded heavily against them. Jund's typical strategy was to run Fulminator Mage and recur it with Kolaghan's Command, backed up with Alpine Moon or Damping Sphere. Tron and Titan were running Veil of Summer because it's an insane card against counterspells and Jund's discard. However, big mana figured out that Veil is a much bigger blowout against Fulminator Mage, and starting crafting their gameplan accordingly. This very successful counterboard and strategic adaptation has forced Jund to abandon the old plan and move towards Pillage to get around Veil.

To Jund or Not To Jund

Jund is a fixture in Modern, so it's time for players to actually understand how the deck works. As it is very hard to overcome Jund with tempo, it is critical to go for the value. Swamping Jund with more cards is great if the option is available, but any kind of card advantage works. Don't try and beat Jund at its own game; Jund's too good at that game. Instead, make the plan work against Jund.

To Be Continued: Post-Ban Snapshot

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It's been just over a week since Once Upon a Time got the boot in Modern, so we don't have a lot of information with which to decisively answer the question on everyone's mind: where does the format go from here? We do, however, have some data points. Today, we'll look at a few decks from Modern Preliminary #12102042, the very first Wizards-published online event since the ban. While the info therein is unlikely to accurately shape our understanding of the coming months, it does offer us:

  • a window into strategies being picked up early to accommodate the new metagame
  • an idea of the changing landscape
  • reassembled builds of decks directly affected by the ban
  • some lighthearted reading in this surreal time of social distancing

Modern Preliminary #12102042

I know very little about this tournament other than its name and its decklists. But it seems like some things have definitely changed in Modern since the Once Upon a Time ban. The following four decks exemplify some of these changes.

Bant Snow

Last week, we heralded the dominant UGx Midrange super-archetype: a collection of splashy effects floated by a core of Arcum's Astrolabe, Ice-Fang Coatl, and Uro, Titan of Nature's Wrath. We also focused on nonwhite decks, as most Bant decks were electing to run Stoneforge Mystic over the Uro package. Since the Once Upon a Time ban, that trend has been bucked.

Bant Snow, ZYURYO (5-0, Modern Preliminary #12102042)

Creatures

4 Ice-Fang Coatl
3 Snapcaster Mage
2 Uro, Titan of Nature's Wrath

Planeswalkers

2 Jace, the Mind Sculptor
2 Teferi, Hero of Dominaria
2 Teferi, Time Raveler

Instants

2 Archmage's Charm
2 Cryptic Command
1 Dovin's Veto
3 Force of Negation
2 Mana Leak
4 Path to Exile

Sorceries

2 Supreme Verdict
1 Winds of Abandon

Artifacts

4 Arcum's Astrolabe

Lands

1 Breeding Pool
4 Field of Ruin
4 Flooded Strand
1 Hallowed Fountain
4 Misty Rainforest
1 Mystic Sanctuary
1 Snow-Covered Forest
5 Snow-Covered Island
2 Snow-Covered Plains
1 Temple Garden

Sideboard

1 Dovin's Veto
2 Aether Gust
2 Ashiok, Dream Render
1 Celestial Purge
1 Crucible of Worlds
1 Engineered Explosives
1 Mystical Dispute
1 Pithing Needle
1 Questing Beast
2 Surgical Extraction
2 Veil of Summer

Bant Snow was the only deck to 5-0 this preliminary; a similar build also achieved the same result. But the deck was immensely popular by any metric. Of the 14 UGx decks present in the preliminary, a whopping 12 were Bant, with two of those running Stoneforge Mystic and three packing Urza, Lord High Artificer. The non-Urza decks played Supreme Verdict, pegging that card as the shard's apparent draw.

Another benefit of white, though, is the unmatched effectiveness of Path to Exile as an answer to opposing Uros. In the UGx mirror, having the option to not only remove the 6/6 from the battlefield, but prevent it from ever re-escaping, is surely game-winning. Path can even be cast in response to escape's sacrifice trigger, gaining a small edge in the value war—opponents subsequently lose the option to escape Uro for the extra cantrip down the road.

Traverse Shadow

Traverse Shadow rarely ran Once at the full four copies, but nonetheless adored the instant. In this shell, Once was like a zero-mana, zero-setup Traverse the Ulvenwald, and casting it even turbo-charged delirium for actual copies of Traverse down the road.

Traverse Shadow, JLED (4-1, Modern Preliminary #12102042)

Creatures

4 Death's Shadow
1 Grim Flayer
4 Street Wraith
4 Tarmogoyf
1 Windcaller Aven

Planeswalkers

1 The Royal Scions

Artifacts

4 Mishra's Bauble

Instants

1 Assassin's Trophy
1 Delay
2 Dismember
3 Fatal Push
3 Stubborn Denial
2 Temur Battle Rage

Sorceries

3 Inquisition of Kozilek
4 Thoughtseize
4 Traverse the Ulvenwald

Lands

1 Blood Crypt
2 Bloodstained Mire
1 Breeding Pool
2 Nurturing Peatland
1 Overgrown Tomb
4 Polluted Delta
1 Stomping Ground
1 Swamp
4 Verdant Catacombs
1 Watery Grave

Sideboard

1 Assassin's Trophy
1 Fatal Push
1 Stubborn Denial
1 Collective Brutality
1 Disdainful Stroke
1 Grafdigger's Cage
1 Jace, Vryn's Prodigy
1 Kolaghan's Command
1 Liliana, the Last Hope
1 Mystical Dispute
1 Nihil Spellbomb
1 Pithing Needle
1 Plague Engineer
2 Veil of Summer

The slots leftover from removing Once are filled with more interaction, including the elusive Delay; since Shadow decks enjoy an aggro-combo dimension with Temur Battle Rage, giving enemy spells suspend is often the same as countering them, as opponents won't ever get a chance to resolve that critical spell. Overall, though, the deck's composition remains unchanged.

Eldrazi Tron

A major benefactor of Once Upon a Time, Eldrazi Tron used the cantrip to locate its major mana producers and beefy threats alike. But the deck's core is apparently too legit to call it quits post-ban.

Eldrazi Tron, CHERRYXMAN (4-1, Modern Preliminary #12102042)

Creatures

2 Endbringer
4 Matter Reshaper
4 Reality Smasher
4 Thought-Knot Seer
3 Walking Ballista

Planeswalkers

4 Karn, the Great Creator
2 Ugin, the Ineffable

Instants

2 Dismember

Sorceries

1 All Is Dust

Artifacts

4 Chalice of the Void
4 Expedition Map
2 Mind Stone

Lands

2 Blast Zone
1 Cavern of Souls
4 Eldrazi Temple
1 Ghost Quarter
1 Scavenger Grounds
1 Tectonic Edge
4 Urza's Mine
4 Urza's Power Plant
4 Urza's Tower
2 Wastes

Sideboard

1 Walking Ballista
1 Ensnaring Bridge
1 Grafdigger's Cage
3 Leyline of the Void
1 Liquimetal Coating
1 Mystic Forge
1 Skysovereign, Consul Flagship
1 Sorcerous Spyglass
2 Spatial Contortion
1 Tormod's Crypt
1 Torpor Orb
1 Wurmcoil Engine

Without Once, the deck can happily return to being fully colorless, although Once didn't warp its mana terribly; indeed, the deck had been content to run a single Forest findable by Expedition Map, aiming to cast Once for free most of the time anyway. So it's a return to business-as-usual for this old Modern stalwart, whose continued relevance will surely be met with a resurgence in Tron decks powered by the suddenly-good-again Ancient Stirrings (which, unlike Once, is still not good enough for Eldrazi Tron).

Red the Runes

Mono-Red Prowess was a sure-fire short-term winner following the ban announcement. Aggressive red decks are always decently positioned after a format shake-up, and Mono-Red Prowess had already been been enjoying high success in a metagame light on removal.

Mono-Red Prowess, RIICKITUN (3-2, Modern Preliminary #12102042)

Creatures

3 Kiln Fiend
4 Bedlam Reveler
4 Monastery Swiftspear
4 Soul-Scar Mage

Instants

2 Burst Lightning
4 Lava Dart
4 Lightning Bolt
4 Manamorphose

Sorceries

4 Crash Through
1 Forked Bolt
4 Lava Spike
4 Light Up the Stage

Lands

4 Fiery Islet
13 Mountain
1 Sunbaked Canyon

Sideboard

3 Abrade
3 Blood Moon
2 Dismember
3 Dragon's Claw
4 Leyline of the Void

With the format shifting towards midrange, though, Burn seemed like it might again have its day; count-to-20-style strategies such as these aren't interested in trading resources with opponents, and Lava Spike is a lot harder to effectively one-for-one than Monastery Swiftspear.

Instead, Prowess is hanging on thanks to Bedlam Reveler, a way to refuel against disruption-heavy opponents. The midrange decks in question aren't usually interested in running heavy-duty graveyard hate like Rest in Peace, as they they themselves tend to rely on Uro, Titan of Nature's Wrath. Besides, Mono-Red Prowess as an archetype boasts the perfect strategic positioning to get the most out of Reveler when it comes to sideboard battles; Rest in Peace and the like prove quite useless against the rest of the deck, pulling opponents in multiple angles by attacking them in different ways.

A newer arrival is Kiln Fiend, which heavily pressures opponents trying to string together a value engine. Once Uro gets going, it can be hard for Burn-style decks to content with; the Titan walls everything, hits like a brick, digs pilots into more interaction, and even gains life! But it's also slow, leaving a window for Fiend to "Crash Through" and dent opponents enough that they can't recover.

A New Chapter

It seems that for most decks in Modern, Life Goes On post-Once Upon a Time. The decks that ran it aren't changing much but are still clocking results, at least for the time being. And the aggressive strategies that attacked the card's largest benefactor, Simic Titan, are also chugging right along.

All that's left is Titan itself, which may need a major redesign if it wants to stay in the format. While some players may return to the Amulet Titan deck not too distant in Simic's heritage, I expect others still will tweak the new deck into something usable, if fringe; the two Titan decks will then coexist in Modern, living on happily ever after. Like any good story, though, there's bound to be a sequel—where do you think Modern's headed minus its most splashable card?

Follow-up: COVID-19’s Further Impact on Magic

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When Quiet Speculation’s content managers asked me to write about COVID-19 two weeks ago, I immediately assented. This topic was right in my wheelhouse, giving me the opportunity to explore what-if scenarios and market dynamics.

In signing up, however, I wasn’t sure which direction things would tip. At the time, I prevaricated by sharing both optimistic and pessimistic points of view. “Magic prices could increase or decrease” was the long of the short of my message track. There was simply too much uncertainty.

Not anymore.

Things have become a bit clearer to me over the last two weeks. The United States declared a state of emergency, other countries have taken even more drastic measures (and I think the U.S. is on that same trajectory), and in some localities, the restrictions are even tighter. In my home state of Ohio, gatherings over 100 are being shut down and schools are closed for at least three weeks.

With this new information and related announcements in the world of Magic, it’s time to revisit this topic with more definitive predictions of what could unfold next.

COVID-19’s Direct Impact

Events with large gatherings are shutting down across the globe. Conferences are getting canceled and major sports are all suspended. It comes as no surprise, therefore, that MagicFests and Star City Game Opens would also be canceled for at least a few weeks.

In addition to these cancellations, WOTC has canceled the Players Tour Finals, rescheduled upcoming regional Players Tour events, and canceled the Mythic Invitational. Some events may be shifted to online.

MagicFests are canceled through mid-April. Meanwhile Star City Games has only canceled events through the end of the month. In both cases, I don’t think the cancellations are over. Without getting into sophisticated models predicting the spread of the disease, I’ll merely cite that it is taking China about three months to get their outbreak under control. I believe in the U.S. we are going to see these profound measures lasting about as long (or else the spread of this disease will far exceed what it did in China). Be ready for further cancellations.

Impact on Magic Finance: Short Term

To understand the short-term impact of COVID-19 on Magic finance, I look at both the supply side and demand side individually.

On the one side, it does not take a crystal ball to predict that demand will diminish. If there are less Magic tournaments, then there will be less demand for tournament staples. Personally, I’d prefer to avoid even local events to help stop the spread of this disease.

Some players will surely still attend Friday Night Magic (while it’s allowed) and will continue to meet with their Commander playgroup for regular battles. Demand won’t completely grind to a halt—especially on casual and Commander staples. But there must be less buying taking place during this tumultuous time, if only because some people will be laid off while others will be reprioritizing their capital to purchase more critical items such as extra food and paper products.

There was an error retrieving a chart for Teferi, Hero of Dominaria

On the other side of the coin, we have an impact on supply. Many large vendors use MagicFests and SCG Opens to restock on popular cards. They implement “hotlists” to advertise the cards they need most, in the hopes of acquiring sufficient copies to meet demand. Large events like these also enable the flow of cards via trades with people not seen on a regular basis.

Therefore, there could be a shortage of supply to match the drop in demand. The result: Illiquidity. The market could temporarily become very illiquid—it will be harder to convert large quantities of cards for cash (without offering bargain pricing). Likewise, it will be harder for some large vendors to restock sufficient quantities of cards.

There was an error retrieving a chart for Snapcaster Mage

In this scenario, I predict prices will drop in the short term. This won’t manifest as a crisis whereby prices tank on MTG Stocks on a daily basis. Instead, we’ll see fewer transactions take place. Those most desperate to raise cash will be forced to drop pricing. But the majority of players are likely to keep their prices where they’re at, and will simply see fewer sales in the coming weeks. Thus, the flow of cash will decelerate.

Impact on Magic Finance: Long Term

Despite my belief that the COVID-10 pandemic will get worse before it gets better, we know this will eventually pass. When it does, the world may be slightly different, but there is one truth I’m counting on: a return to normal will unlock pent up demand for certain goods.

A pandemic may stop me from buying dress clothes for work, a new car, or new Magic cards…at least for a little while. But it’s not going to change the fact that I will have to return to work, my car isn’t getting any younger, and my Magic decks could use some upgrades. These purchases will be postponed due to personal quarantines and event cancellations, but the purchases will inevitably happen at a later date.

Therefore, I believe there could actually be a small surge in buying once the pandemic is over and life returns to normal. Barring a major economic recession whereby players are losing their jobs in numbers, I’m actually quite optimistic that the liquidity will return to the market in spades.

There was an error retrieving a chart for Mox Diamond

What’s more, the current situation could make for an interesting opportunity for Magic’s newest releases. With less demand at the moment, perhaps newly released, print-to-demand sets will have suppressed supply due to the tapered demand.

This is what happened during the Great Recession in 2007—sets released during this timeframe were in shorter supply. This explains why any tournament playable card from Future Sight can become quite costly. This is also why so many tribal commons and uncommons from Lorwyn block are priced above bulk. Today’s demand for these cards, combined with shorter print runs, has led to higher prices.

Could the same trend happen with Theros Beyond Death or Ikoria Land of Behemoths? If this pandemic stunts demand for long enough, it certainly could! Perhaps sitting on some product from these sets is a worthwhile investment if you can swing the cash. Better yet, maybe some of the more premium products released this quarter are worth picking up.

Word of Caution

There is one factor that gives me pause when I think about Magic’s recovery from the COVID-19 pandemic. During this slow-down, I suspect more players will turn their attention away from paper Magic and toward Arena and Magic Online. This is great for Hasbro because they’ll still have income coming from the game.

However, for those who prefer to deal in cardboard, it could be a detriment. What if players who pick up Arena decide they like that better than paper Magic? Could this trend accelerate the inevitable, gradual transition from paper to digital play? Could this motivate Wizards of the Coast to favor innovations tailored toward the digital player rather than the analog player?

These are important questions to ponder.

Wrapping It Up

Everyone will have to make decisions in accordance with their own financial situations. During this time of turmoil, I expect the market’s liquidity to drop significantly. But the slowing transactions will be short-lived relative to Magic’s age of 27 years. If Magic could withstand 27 years of tragedies, diseases, and economic meltdowns, then I’m sure it will be perfectly healthy coming out of this pandemic.

In the meantime, I’m prepared to see fewer transactions in the coming weeks. On the demand side, I have little reason to acquire new cards because I’ll not be playing at any events for a while. On the supply side, I don’t think vendors are going to be paying aggressively for cards if they’re not selling as many.

I closely monitor sale posts in the Old School Discord, specifically, and I’m seeing a flood of cards for sale. Granted, they’re still selling…but prices have softened a bit. For example, for a while I could not find an Unlimited Chaos Orb for under $500 if it was in one piece. Recently, I’ve seen a few hit the Old School Discord in this price range. Such data won’t be sufficient to create waves on MTG Stocks, but there will be pockets of weakening prices that folks may observe.

There was an error retrieving a chart for Chaos Orb

Rather than attempt to sell during this illiquid time, I will simply hold and hope. I expect the pandemic will eventually pass, hopefully in a couple months, and pent-up demand will catalyze growth in the market. When that happens, I’ll have my opportunities to sell. Until then, I’m content to wait and I’d recommend you do the same. Just make sure you do your best to dodge all these reprints in the meantime!

…

Sigbits

  • There are still a bunch of Dual Lands on Card Kingdom’s hotlist, still, but they’ve all seen a drop in pricing. Underground Sea ($280), Volcanic Island ($270), Tropical Island ($215), Bayou ($170), Badlands ($150), and Taiga ($100) all make the list. These are very liquid cards and should hold up fairly well even in a recession, but their pricing will probably see some softness in the short-term.
  • Card Kingdom must have fully restocked their Mana Crypts because they’re not paying nearly as aggressively as they once were. At one point they were paying upwards of $190 for the book promo, and now their buy price is down to $140. They also have the promo ($140) and EMA ($100) printings on their hotlist but at significantly lower numbers.
  • There must have been a small uptick in Sliver demand, at least on a local level, because Card Kingdom has both Sliver Queen ($70) and Sliver Legion ($55) back on their hotlist. Casual and Commander cards will probably hold up best during a pandemic because you don’t need a major tournament to play these formats with a couple friends.

Insider: Speculating on the Banned List Announcement

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Changes to Magic's Banned & Restricted list can have a massive impact on Magic metagames and in turn, their markets, and Monday’s announcement has ramifications for multiple formats.

Legacy

In Legacy, Underworld Breach’s banning has completely destroyed the emerging Jeskai Breach deck, which was well on its way to oppressing the format with its combo with Brain Freeze and Lion's Eye Diamond. Now combo players are getting their fix by exploring the next most broken card in Theros Beyond Death for Legacy, Thassa's Oracle. While after release it garnered a lot of attention and drove demand for Reserved List cards Paradigm Shift and Thought Lash, which continue to grow higher by the day, it’s now really starting to shine alongside Doomsday. This enabler is the centerpiece of Legacy’s new combo deck, and it might be on its way to taking the place of the Jeskai Breach deck.

All of Doomsday’s printings already spiked over the past weeks, and as most of the deck is already made up of typical Legacy staples, there isn’t much to spec on.

There was an error retrieving a chart for Divining Witch

The most promising card may be Divining Witch, which is being used in the sideboard as a self-contained way to find and set up Thassa's Oracle. After Oracle's release, Divining Witch saw some play and price increase before Underworld Breach took over, but the ban has changed its fortunes sending its price rising once again.

Modern

Thassa's Oracle is also making a big impact on Modern, where it has been particularly successful in the Ad Nauseam deck shell with the combo of Spoils of the Vault and Angel's Grace. It has sent the price of Angel's Grace spiking higher this week, but I noticed Phyrexian Unlife has been much slower to grow.

There was an error retrieving a chart for Phyrexian Unlife

It does show a trend of rising slightly over the past few months, and I expect the growth to accelerate. In 2017, it spiked from $2.5 to around $9, so a similar spike from $4 today could conceivably send it towards $15.

The banning of Once Upon a Time in Modern has knocked down various decks, but importantly the Primeval Titan land decks like Amulet Titan. Primeval Titan has always been a natural enemy of Jund strategies, so it’s not surprising that one of the biggest winners on Magic Online has been Wrenn and Six.

There was an error retrieving a chart for Wrenn and Six

Its price weathered the Legacy ban surprisingly well, and has been stable above $50 for months, so this could be the catalyst that finally starts moving it higher.

Modern is also seeing an increase in another style of “fair” deck, Bant Snow control. Its staple Ice-Fang Coatl has been spiking to all-time highs on MTGO, now over 40 tickets, so I like its paper version that has been sitting flat at $6 for months.

There was an error retrieving a chart for Ice-Fang Coatl

Another staple of the deck Force of Negation is now nearly back at its all-time MTGO high over 80 tickets. Its paper price has been slowly moving upwards all year, and only see that accelerating as the extra supply starts to dry up as more and more find their way into decks.

There was an error retrieving a chart for Force of Negation

I’ll also make note of Archmage's Charm, which I called out last month as a spec with great potential. It has grown about $1 since (now at $4), but its online price has outright spiked, from around 6 tickets to now over 10. I see the paper price following suit as Bant Control begins to rise in paper events as it has online.

There was an error retrieving a chart for Archmage's Charm

Pioneer

In Pioneer, where a ban of the top Dimir Inverter deck was widely expected, the big news was the announcement of “no changes.” With the deck being left intact, its key pieces like Jace, Wielder of Mysteries and Inverter of Truth itself spiked on Magic Online. They also show signs of trending up in paper, and could be good short-term buys, since the potential of a ban does still linger over the long term. The announcement has also driven demand for some support cards in the deck, which might be better buys given their wider applicability and still relatively cheap prices.

There was an error retrieving a chart for Ashiok, Nightmare Weaver

For example, both Ashiok, Nightmare Weaver and Dragonlord Silumgar, which see some play in the sideboard, are among the big Pioneer gainers on MTGO this week.  Languish has seen a particularly large rise, almost doubling this week.

There was an error retrieving a chart for Languish

I’ve mentioned it and its multiple paper printings before as a possible bargain, and it looks even better now.

Dimir Inverter remaining is also driving demand for countermeasures against the deck, which includes staples from both the Mono-White Heliod Devotion deck and Bant Spirits. In particular, I’d take notice of Anafenza, Kin-Tree Spirit, which has almost doubled on MTGO this week and has a paper price that’s on the verge of going parabolic.

There was an error retrieving a chart for Anafenza, Kin-Tree Spirit

It has grown steadily from under $1 in January to $1.50 now, with $0.10 in the past few days. With a buylist at $1.15, I don’t see much downside for this Pioneer staple.

The most surprising new development to come from Pioneer is the emergence of Ugin's Nexus, which built some hype this week after a unique 5-0 list built around abusing the card was shared on Twitter by Gerry Thompson.

It sent the price of the Mythic spiking on Thursday, tripling from under a ticket to over two.

There was an error retrieving a chart for Ugin's Nexus

Its paper price is now up over $1 from $0.8, and looks like a potential bargain price if it catches on in any real way. I do think it’s more likely to be closer to a gimmick than a truly broken deck, but it’s still a major development for what was formerly not much more than a bulk Mythic.

 

 

Insider: The Effect of Secret Lairs

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Since WoTC announced the Secret Lair series late last year, I began to actively focus on selling more than speculation on cards. The ability for WoTC to print singles on demand is a game-changer. I realize that they could reprint anything that isn't on the Reserved List already, but at least we typically were given hard dates on when to expect most products, be they supplemental or Standard sets.

The Ultimate Masters set was the first one that kind of blindsided us, but I had figured it was more of a one-time thing than a lead into this new mentality of print what they want when they want. While, I hate to be "doom and gloom", my feeling as I begin writing this article is one of pessimism. However, I feel it's important to actually have data to back up one's perspective, so I began researching the effect that these Secret Lair drops have had on the various cards reprinted in them. We actually have a pretty decent list of cards from all the currently released Secret Lair's which include:

December 2019 Release

  • Bitterblossom
  • Snow-Covered Island
  • Snow-Covered Forest
  • Snow-Covered Plains
  • Snow-Covered Mountain
  • Snow-Covered Swamp
  • Golgari Thug
  • Life from the Loam
  • Bloodghast
  • Serum Visions
  • Goblin Bushwhacker
  • Goblin King
  • Goblin Sharpshooter
  • Goblin Piledriver
  • Goblin Lackey
  • Reaper King
  • Sliver Overlord
  • The Ur-Dragon
  • Regal Caracal
  • Qsali Slingers
  • Leonin Warleader
  • Arahbo, Roar of the World
  • Mirri, Weatherlight Duelist

January 2020 Release

  • Ink-Eyes, Servant of Oni
  • Marrow-Gnawer
  • Pack Rat
  • Rat Colony

February 2020 Release

  • Heliod, God of the Sun
  • Karametra, God of Harvests
  • Iroas, God of Victory
  • Thassa, God of the Sea
  • Ephara, God of the Polis
  • Kruphix, God of Horizons
  • Erebos, God of the Dead
  • Phenax, God of Deception
  • Athreos, God of Passage
  • Purphoros, God of the Forge
  • Mogis, God of Slaughter
  • Keranos, God of Storms
  • Nylea, God of the Hunt
  • Xenagos, God of Revels
  • Pharika, God of Affliction

March 2020 Release

  • Captain Sisay
  • Meren of Clan Nel Toth
  • Narset, Enlightened Master
  • Oona, Queen of the Fae
  • Saskia the Unyielding
  • Thalia, Guardian of Thraben

That represents 15 products and a total of 48 reprints. For the data, I chose the first printing that had both a foil and nonfoil option and then the most recent printing that had a foil and nonfoil option. I choose these parameters because I wanted to see if there was any effect on the original printing and to see if there was any effect on more recent printings, which typically don't hold the same kinds of values that the original ones do. I gathered the following data points:

  • Original Print Price on Release Date
  • Original Print Price Now
  • Original Foil Price on Release Date
  • Original Foil Price Now
  • Most Recent Printing Price on Release Date
  • Most Recent Foil Printing Price on Release Date

A few important points to note;

  • There were actually a lot of cards that had only 1 printing total so some categories have a smaller data set.
  • For original print, I used the first print where a foil option was also available. This is important because it may have slightly skewed the data with regards to Goblin King whose first foil printing was 7th edition which has a strong collectability factor to it.
  • I did not gather data points for any products printed after February as I felt there simply wasn't enough time for the market to react to make that data meaningful in any way.

Overall Results

  • Overall, the original print versions of the cards had a minor drop of only 3.15% on average.
  • The original foil print versions had a slightly higher drop of 6.11%, though admittedly lower than expected.
  • The most recent print and most recent foil printing prices did show a more significant drop of 12.93% and 14.17% respectfully.

The Stargazing Secret Lairs had a lot of cards in them and they were all released 2/14/20, so we have barely had them out for a month. I bring this up because I had concerns that the 1-month time frame wasn't enough for the market to react and the data set may be skewed due to these cards.

December Secret Lair Results

  • The overall original print versions of the December Secret Lairs only was a drop of 8.99% or 3x higher than the overall results.
  • The original foil print versions of the December Secret Lairs only were only 5.57% which is roughly the same as the overall results.
  • The most recent print data was actually the same as ALL of the cards with a recent print run that had a foil option as well were in the December Secret Lair category.

Takeaways

Honestly, I was quite surprised by the data. I expected all versions of the cards to take a bigger hit than they have so far. I also checked just the cards worth that were originally more than $10 and the overall drops were pretty close to the average drop percent, which was even more surprising as the more expensive a card is the more it tends to drop with a reprint.

As I scroll through Facebook MTG buy/sell groups, I do see a lot of people trying to move many of the Secret Lair cards and the prices are often somewhat aggressive which leads me to believe that a lot of these were purchased as speculation targets and we will likely continue to see a trickle of these cards keep entering the market as speculators look to liquidate.

I will also be honest and admit that I actually do regret not buying the Stargazing collection for $150 as the Theros block foil Gods all have maintained most of their value with the largest drop being Athreos, God of Passage at 22.64%, whereas, most others have remained steady at 10% or less. I might even end up buying a few of the cheaper Stargazing Gods as the steadiness of the original print foils makes me believe that there is plenty of demand for these cards.

I have not purchased a single set of the Secret Lair series, as I didn't feel like they were a good investment, and I expect far worse price drops.

March 9th 2020 Banned and Restricted Announcement

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It’s not often I feel as though I’ve been blind-sided by a ban announcement. Not since… well, okay, Mox Opal. But usually, I’m pretty good at predicting this stuff!

Not this time #RIPSamLowe #NeverLucky #RIPMoxOpal #RIPOUAT

Surprise!

Let me explain my thoughts regarding these calls, since in hindsight they may seem unwise. A lot of people were not enjoying the new Modern, but I figured that Wizards focus would be centered more on the non-Modern formats, especially because a vocal part of the community was really enjoying Modern. We have had no major Modern tournaments since the banning of Mox Opal,
Oko, Thief of Crowns and Microsoft Lettuce. So really, what gives? Amulet Titan was most likely the best deck, but have you seen how Shaheen Soorani won North Carolina Regionals?

There’s tons of crazy nonsense going on in Modern right now, and lots of it doesn’t involve Once Upon a Time at all. The card is certainly too good, but right back to what I was saying on the QS Cast post-Opal ban, is it even close to the only card that is considerably better than the rest of the format? I think it would take a pretty narrow perspective of the Modern format to view OUAT as a singularly problematic piece, when it isn’t clear if it’s that much better than a lot of the other broken stuff going on there. Why Wizards did not err on the side of letting people play with their cards is beyond me.

Grinding Breach

Creatures

1 Thassa's Oracle
4 Emry, Lurker of the Loch
2 Urza, Lord High Artificer

Planeswalkers

4 Teferi, Time Raveler

Spells

3 Engineered Explosives
4 Grinding Station
4 Mishra's Bauble
4 Underworld Breach
1 Archmage's Charm
2 Cryptic Command
1 Fatal Push
2 Mox Amber
4 Arcum's Astrolabe
3 Thoughtseize

Lands

4 Snow-Covered Island
1 Snow-Covered Swamp
1 Flooded Strand
1 Hallowed Fountain
2 Mystic Sanctuary
4 Polluted Delta
1 Sacred Foundry
4 Scalding Tarn
1 Steam Vents
1 Watery Grave
1 Hall of Heliod's Generosity

Sideboard

2 Blood Moon
1 Detention Sphere
2 Aether Gust
1 Ceremonious Rejection
3 Mystical Dispute
1 Surgical Extraction
1 Wear
1 Urza, Lord High Artificer
2 Ashiok, Dream Render
1 Timely Reinforcements

As for Pioneer, I genuinely think the winrate they cited for UB Inverter must be skewed somehow. I’ve thought of the deck as being the best for a hot minute now, and I was shocked to see the low winrate. Looking over at Mox Insight’s math, it’s clear that this winrate is reflected in paper Magic as well. I think this is a two-part result of the format being grossly over-prepared for the boogymen in Inverter and Lotus Breach (while underprepared against Spirits, Control, and Mono White), and in pilot error. In the last week I saw a player miss a very clear line to lethal at a WNPQ. I’ll have to play more of it to find out; as I was hesitant to switch off of Lotus Breach before the ban announcement. I’m buying the entirety of Inverter from scratch today.

Honestly, I don’t think the Pioneer metagame is that bad, but I think snagging Dig Through Time really could have given the format some breathing room against these powerful blue strategies. I respect that Wizards is taking their time and handling Pioneer gently though, and we may still see Dig or other cards from the top of this format cut away relatively soon.

Not much to say about Legacy. Sure it’s a little early to be banning something, but I think a lot of people agree that the deck was making the format worse, and at the very least was kicking a few beloved mainstays out to the curb. Not sure if people still play Brawl or Historic, but I sure don’t!

Moving Forward From Here

I’ve already stated how I feel about Pioneer, what with me buying a deck tonight and all, but where do we go with Modern? Well, I basically own the entirety of Shaheen’s deck minus Grinding Station, so I suppose I’ll drop $40 there and sleeve it up. I haven’t started testing Modern yet, so I really don’t know where it’s going to go from here, but I think the financial feeling across both Modern and Pioneer from the community standpoint is one of fear.

Fear was holding the price on Inverter of Truth back at the $4 mark, and I honestly don’t see a reason that this won’t remain the same. It will likely start trending up if it continues to dominate the format, but I'm not expecting a crazy spike or anything. I think with the massive volume of bans over the last few years, coupled with relative economic unrest in the United States, fear is the name of the game in the Magic market these days. Most of my invested money in Magic is in Reserved List stuff and sealed product, and honestly, I want to get out of the reserved list anyway and get into something more stable, like Bitc- oh. Well, then, the stock- huh. The uh… I’ll invest in… uh…

There was an error retrieving a chart for Grinding Station

Wrapping Up

Okay, I don’t have a good investment right now. Even WoW Classic gold has been inflating rapidly! Gold selling sites are slashing prices by about 5% every week or so! The U.S. economy is kind of a mess right now and this is above my paygrade… Maybe Ben Friedman knows the move? I'm not sure that this is a good time to be one of the middlemen of Magic finance; such as a speculator or investor. I'm going to buy cards to play with, and continue to build Joslyn's store up.

I could certainly be wrong though. I'm sure someone's making money here, I just don't see the line. Drop me a line with the latest hotness over on Twitter or hit me up if you need someone to tell you to sell! See ya next time gamers!

One Time at Banned Camp: The March ’20 Ban

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Well that was fast. It's only been two months since Oko, Thief of Crowns was banned. It's pretty rare for Wizards to issue Modern bans in consecutive announcements, except for during emergencies like Hogaak, Arisen Necropolis's reign of terror. So I wasn't actually expecting anything to happen in Modern. However, last Thursday, that changed; I learned that the guy who always finished decks right before they get banned had just finished Simic Urza with a full set of Once Upon a Time, all but guaranteeing that something would be axed this time around..

When Wizards announced the coming announcement, everyone assumed it was for Pioneer. It turned out to be everyone but Pioneer. I'm guessing that not being instant-speed makes Inverter of Truth combo weaker enough than Splinter Twin to be acceptable there. Of course, an unfortunate result may be Modern's Twin die-hards upping the voracity of their calls for unbanning the enchantment.

The Announcement

As of today, Once Upon a Time is banned in Modern. One could look at this outcome as an inevitability, since Once had already been axed in Standard and Pioneer. While I considered this fact when making my watchlist a few months back, it wasn't my primary concern. I thought that Once would boost high-variance decks enough to become a problem. Those decks already didn't mind playing high-ceiling, high-floor games, and Once is very much a high-ceiling, high-floor card. The odds of opening with Once are only ~40%, and when that happens, Once is an amazing cantrip. When that doesn't happen, it's not a Modern-playable effect. I only thought it would appeal to decks that were already high variance.

I did call that Once would be banned, so that's two down with one to go for this year's watchlist. However, what I failed to predict was that Once would gradually be adopted everywhere. Back in December, Once was really only replacing Ancient Stirrings in Amulet Titan, and had made some moves in Infect. Since then, Simic decks have gained ample traction, and Once has come to permeate the metagame. Ubiquity isn't enough to get a card banned (see also: Opt; Thoughtseize; Lightning Bolt), but being free is, so Wizards has decided to pull the trigger before the Modern GPs get going.

The Logic

Wizards was fairly brief with their reasoning this time, penning barely a paragraph of explanation. The passage still proves illuminating, especially its mid-section:

The consistency provided by Once Upon a Time allows these decks to much more reliably enact their early-game plan compared to other archetypes in the metagame, leading to less divergent gameplay paths.

Wizards is clearly aware of the effects cantrips have on game homogenization, or the reason they banned Preordain and Ponder in Modern. However, I don't think that they've ever spelled out the reasoning quite so clearly before. Wizards isn't worried about how the overall game is playing out; it's the early turns that matter: "leading to less divergent gameplay paths." Wizards apparently doesn't mind games playing out similarly, so long as they feature convergences during gameplay. But all that same-ness so early was too much.

Casting Once reduced the variety of opening turns to the point that games were looking too similar to each other. Again, Wizards has mentioned this as a reason to ban Preordain and Ponder, but those hits also came about due to other problems relating to Storm decks. All Once did was reduce variance, which apparently made games unacceptably stale.

As usual, Wizards cites data that we're unable to see. My data indicated that Once decks, particularly Amulet Titan, were very popular, but they weren't really performing that well; Amulet consistently put high numbers into Day 2 of SCG events, but such showings never translated to event wins or even top-heavy result distributions. Golgari Yawgmoth had some good results too, but nothing to indicate it was anything special (Except for it winning in Modern with Young Wolf). However, Wizards saw something different.

Over the past months, Once Upon a Time has become one of the most played cards in Modern, contributing to several of the most popular and highest winning decks.

The online meta data, which only Wizards has, must show that Amulet is both very popular and wins out of proportion to that popularity. I can only verify Amulet's popularity because again, my data shows the opposite as true. It is possible that Wizards is looking at the results across the board, but the deck data that I have access to doesn't back up that narrative. Simic decks were doing well, but not all of them ran Once. The overall League data must have been troubling.

Was Now the Time?

That being said, I do approve of this ban. Wizards has always known they got the card wrong, it's nice to see them acknowledging that fact. The data doesn't explicitly call for banning Once right now, but there are strong indicators that it was eventually going to be necessary. While you can reach that conclusion going through the hard data and watching Once's ubiquity tick up (34% on MTGGoldfish as of today, and 33% on MTGTop8), I think this deck is far clearer evidence:

Eldrazi Tron, Just_Roll (2nd Place, MTGO Modern Showcase 2/29)

Creatures

4 Matter Reshaper
4 Thought-Knot Seer
4 Reality Smasher
3 Walking Ballista

Planeswalkers

4 Karn, the Great Creator
2 Karn Liberated
1 Ugin, the Ineffable

Artifacts

4 Chalice of the Void
4 Expedition Map

Instants

4 Once Upon a Time
2 Dismember

Lands

4 Eldrazi Temple
4 Urza's Mine
4 Urza's Powerplant
4 Urza's Tower
2 Blast Zone
1 Cavern of Souls
1 Field of Ruin
1 Scavenger Grounds
1 Tectonic Edge
1 Waste
1 Forest

Sideboard

3 Grafdigger's Cage
2 Spatial Contortion
1 Ensnaring Bridge
1 Liquidmetal Coating
1 Mystic Forge
1 Skysoverign, Consul Flagship
1 Sorcerous Spyglass
1 Sundering Titan
1 Tormod's Crypt
1 Torpor Orb
1 Walking Ballista
1 Wurmcoil Engine

When an otherwise entirely colorless deck like Eldrazi Tron is splashing a single Forest so it can actually pay for Once Upon a Time, the card's benefits are made plain compared to its opportunity cost. In my preview article, I was skeptical of Once since that the upside (of a free cantrip) was pretty low-odds. Seek the Wilds has almost the same effect as a cast Once, and it wasn't playable.

Apparently, Seek was closer to playable than I knew, because all it's taken is a low-odds upside for Once to trend towards universal, and then get banned. Consistency is powerful, and getting a boost for free, sometimes, is fantastic on a card that's already almost good enough.

Impact of the Ban

Without Once, the consistency of land- and creature-based green decks will fall. I'm specifically looking at Collected Company and Primeval Titan decks, but the principle applies across the board. The next-best green cantrip is Ancient Stirrings, and it's not as universally useful as Once (although the card should now recover from its slump). The decks that were running Once but never ran Stirrings could run Seek the Wilds instead, but that seems unlikely; if they weren't doing so before, I can't imagine they'd do so now. Always costing two mana and seeing one fewer card are significant power reductions.

The overall impact on the metagame is hard to say. Once was a widely played spell, but it wasn't necessarily a lynchpin card. The overall composition of the metagame is unlikely to change. However, the specifics of that metagame almost certainly will. Decks may not have needed Once in the strictest sense, but they were relying on it to be what they were.

Before Once, Titan decks were built around the Tolaria West/Summoner's Pact engine. Post-Once, they were more heavily creature-based. Tron decks, too, were more about non-creatures last year; recently, they've adopted Once in addition to Stirrings and subsequently play more creatures. Then there's the notion of Once reducing how many lands should be played in a deck to ensure competent openers. So while no decks should be outright killed by the ban, some major retoolings will be in order.

What Now?

I would expect the metagame to continue its general trajectory. I don't expect any decks to be outright killed, and Once hasn't been around long enough to leave a gaping hole in its wake. The trend towards midrange decks evident in recent results should continue.

For that reason, I predict that Jund and Ux Stoneblade will be the big winners of this banning. How big that win shall be is a different question. They're not directly affected by the ban, and have actually won events. Meanwhile, their ostensible big-mana predators did run Once, so will be somewhat nerfed, and haven't been winning events. Amulet stands at a crossroads, while Tron should recover nicely; it had access to tons of cantrips already, and had just shaved some numbers to run Once.

This trend towards midrange may facilitate a trend towards more traditional combo, too. Rock decks tend to stave off Humans and similar combo killers via removal and card advantage. However, they tend to struggle against combo, since most of their answers are proactive and board-based while their clock is slower compared with aggro. Combo then has time to claw back into the game after eating a string of Thoughtseizes. I've already heard some murmuring about Ad Nauseam's return, and it's worth remembering that Veil of Summer, another high-power cantrip of recent times, is still legal.

Titan's Fall?

Which brings us to the fate of Amulet Titan. It would be one-dimensional to dismiss the ban's impact and say that Titan will just return to Stirrings. Adopting Once allowed Titan to build in a very different direction from previous incarnations, and the new decks cannot easily switch over. Consider this list from last year:

Amulet Titan, Andyscwilson (MTGO MOCS 5/13/19, 1st Place)

Creatures

4 Sakura-Tribe Scout
4 Azusa, Lost but Seeking
4 Primeval Titan
1 Hornet Queen

Artifacts

1 Engineered Explosives
4 Amulet of Vigor
2 Coalition Relic

Planeswalkers

3 Karn, the Great Creator

Sorceries

4 Ancient Stirrings

Instants

4 Summoner's Pact
1 Pact of Negation

Lands

4 Simic Growth Chamber
4 Selesnya Sacnctuary
4 Gemstone Mine
3 Tolaria West
3 Forest
2 Cavern of Souls
1 Bojuka Bog
1 Boros Garrison
1 Ghost Quarter
1 Kabira Crossroads
1 Khalni Garden
1 Slayer's Stronghold
1 Sunhome, Fortress of the Legion
1 Vesuva

Sideboard

3 Path to Exile
2 Spell Pierce
2 Engineered Explosives
1 Emrakul, the Promised End
1 Mycosynth Lattice
1 Negate
1 Reclamation Sage
1 Thragtusk
1 Tormod's Crypt
1 Walking Ballista
1 Wurmcoil Engine

...compared to this more contemporary list:

Amulet Titan, John Hack (SCG Indianapolis Classic, 3rd Place)

Creatures

4 Primeval Titan
4 Dryad of the Ilysan Grove
4 Sakura-Tribe Scout
3 Azusa, Lost but Seeking

Artifact

4 Amulet of Vigor
1 Engineered Explosives

Instants

4 Summoner's Pact
1 Pact of Negation
4 Once Upon a Time

Lands

4 Simic Growth Chamber
4 Castle Garenburg
2 Breeding Pool
2 Forest
2 Tolaria West
1 Bojuka Bog
2 Cavern of Souls
1 Crumbling Vestige
1 Field of the Dead
1 Hanweir Battlements
1 Ghost Quarter
1 Golgari Rot Farm
2 Gruul Turf
1 Radiant Fountain
2 Snow-Covered Forest
2 Valakut, the Molten Pinnacle
1 Vesuva
1 Verdant Catacombs

Sideboard

3 Aether Gust
3 Dismember
3 Mystical Dispute
1 Beast Within
1 Field of the Dead
1 Force of Vigor
1 Radiant Fountain
1 Reclamation Sage
1 Tireless Tracker

Dryad of the Ilysian Grove turned Amulet from a land combo deck into a land toolbox deck. Losing the bouncelands made space for more utility lands, and Dryad lets Valakut kill much easier than Slayer's Stronghold and Sunhome, Fortress of the Legion. Once Upon a Time dug for Dryad, which had become the lynchpin of new Titan decks, making this new strategy faster and more consistent than the older version.

Stirrings is no replacement for Once. The latter finds creatures and lands, while Stirrings only finds lands and Amulet of Vigor. The one way Stirrings can help make the combo happen is by finding Tolaria West, which finds Summoner's Pact, when then finds the needed Dryad or Primeval Titan. To continue entirely unchanged, these decks will have to replace Once with Seek the Wilds, which again is far worse.

If Seek isn't good enough, then I'm not certain what kind of lot Amulet will make out with. It could easily revert to its classical style, but I don't think it wants to. The land-value/Valakut plan is far harder to pull off with the older version, but is likely more powerful on its own merits, as evinced by the archetype's gradual transition. Amulet Titan has been part of Modern since 2015, but it's always been pretty niche. The barrier to entry was fairly high, since the tutoring lines made going off complicated. The enthusiasts will be fine, but I don't know if the players that have come to Amulet Titan recently will be willing to put in the time to learn the more complicated deck and keep its metagame presence high.

Keep Moving Forward

Overall, I think that banning Once Upon a Time sooner rather than later was a good decision. It may have been fine at the moment, but there were signs that it would eventually have taken over to a dangerous degree. Modern will chug on largely intact, though the question of how to replace Once will redefine decks. It also means that the Regionals data is for a dead format, so I'll have to start over with the data collection.

Banned and Restricted List Update – March 9, 2020

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The March 9, 2020 Banned and Restricted announcement is live! Here's the full list of cards in every format.

Brawl:

Golos, Tireless Pilgrim is banned

Historic:

The following cards are moved from suspended to banned:

Oko, Thief of Crowns

Once Upon a Time

Veil of Summer

The following cards are moved from suspended to legal:

Field of the Dead

Legacy:

Underworld Breach is banned

There was an error retrieving a chart for Underworld Breach

Modern:

Once Upon a Time is banned

There was an error retrieving a chart for Once Upon a Time

We should expect a significant metagame shakeup due to these changes, as well as significant drops on Underworld Breach and Once Upon a Time. It is notable that Heliod, Sun-Crowned and Walking Ballista were mentioned by name in the section regarding Pioneer's lack of changes, but it's not yet clear if we will see these banned in the future.

There was an error retrieving a chart for Heliod, Sun-Crowned
There was an error retrieving a chart for Walking Ballista

The bans take effect as follows:

Tabletop Effective Date: March 10, 2020

Magic Online Effective Date: March 10, 2020

MTG Arena Effective Date: March 12, 2020

Link to the full article by Ian Duke on the mothership.

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