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The Potential Impact of the Coronavirus on MTG Finance

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Editor's note: In the interest of sharing information and facts about COVID-19 (Novel Coronavirus), here is a fact sheet from the Center for Disease Control, a news resource from the World Health Organization, and a guide to preventing the spread of the flu. If you haven't already, please take a few minutes to read them before continuing on.  

I recognize the coronavirus is a hot topic for debates, with folks in Washington, D.C., politicizing it and making it a point to further divide the country. This article will do it’s very best to eschew the politics and focus strictly on Magic.

Thousands have died. The Dow Jones Industrial Average has plunged 4,000 points in a week, including a one-day drop of 1,191 points, the highest one-day loss in history. Headlines are unavoidable.

COVID-19 (the coronavirus) is on everyone’s minds these days, and while you should be focusing on your physical and financial health in consideration of the crisis, you might also be wondering about the health of Magic in the face of a potential pandemic. That’s not to say I’m intending to downplay the seriousness of the disease—but this is a Magic website, and someone should explore the potential impact on the hobby we all have come to love.

What Has Happened Thus Far

Italy has been one of the hardest-hit countries by the coronavirus thus far. Large gatherings—especially in regions where cases of the virus are most prevalent—are being canceled or modified. For example, certain soccer matches in Italy are now being played without any fans to spectate. Allowing fans to gather in such a mass would put Italy at risk of a massive breakout for the disease.

Most people are familiar enough with soccer to understand the risk and the decision to play without spectators. Outside of Magic players, however, no one could have anticipated full-blown cancellation of MagicFest Turin.

Those who were looking forward to the Modern event are surely disappointed, especially since there probably aren’t many such events in Italy each year.

Looking ahead, what would happen should the coronavirus become an official pandemic and the disease spreads over more of the globe? Could we see more MagicFests canceled? We know the stock market is suffering, but how does all of this impact the Magic market?

All I can do is speculate…

The Pessimist

The coronavirus gives pessimists plenty of scenarios to worry about. A spreading virus, especially throughout the United States, would lead to additional cancellations of MagicFest events. If the gathering in Turin was going to be too large to be safe, then even larger events throughout the U.S. would also be problematic.

Fewer events mean less demand for cards because players won’t be acquiring the cards they need to participate. Smaller events could be impacted too, with players unwilling to travel far given the current environment. Public transportation, particularly air travel, is negatively impacted by the spread of this disease. Magic players might not be so willing to hop on a plane or train to participate in a game.

Then there’s the economic impact: a pandemic would likely send shares of stocks down further, hurting retirement funds across the globe. Companies would also be hurt by slowing sales and disrupted supply chains, and this could lead to lay-offs and a full-blown recession. When recessions happen, luxury goods (such as Magic cards) tend to be more significantly impacted versus, say, consumer packaged goods.

Demand for Magic cards—especially high-end cards such as foils and rarer printings (Alpha and Beta vs. Revised, for example)—could easily drop. Who needs a $6000 Black Lotus when you’re looking for a job or you’re preparing for a state-wide quarantine? In fact, if put in a tight spot, Magic collectors may be forced to sell such cards to make ends meet. Increasing supply and decreasing demand would make for lower prices.

There was an error retrieving a chart for Black Lotus

Even worse, players may give up their paper collections in favor of playing online, where there’s no risk of catching the sickness from fellow attendees. Arena play could increase—to the detriment of paper. This would most negatively impact the prices of newer cards because most popular older formats are not currently available on Arena. But a lowering tide could drop all ships.

It doesn’t take too much imagination to see a significant weakening in Magic prices should this virus start spreading throughout the U.S. without containment or reasonable countermeasures.

The Optimist

Doom and gloom is not a foregone conclusion. While the coronavirus is wreaking havoc currently, there are a couple of things to keep in mind that may give the optimist hope.

First and foremost, the nationwide spread of the disease throughout the United States is no guarantee. While things are starting to move in the wrong direction (community spread of the disease), so far the cases have been limited mainly to the West Coast, with one newly reported in New York at the time of writing. Should local governments succeed in quarantining the right people, the disease’s spread could be slowed or halted. This is the best outcome for everybody—it would lead to a quicker rebound in the stock market and perhaps no more MagicFests would be canceled. Life would still proceed as normal.

Even if the disease does spread throughout the United States, it may not trigger an immediate imperative to sell on Magic cards. Of course, if you need to choose between paying rent and buying food or your set of forty dual lands, you may choose to cash out. I wouldn’t blame you for such a choice, of course.

There was an error retrieving a chart for Underground Sea

If you can hold onto your cards, though, there may be long-term benefits to doing so. First of all, I’ve mentioned in the past how Magic isn’t as liquid as stocks. In this scenario, this may work to your benefit—the stock market dropped 12 percent in a week, but Magic card prices can’t possibly react so quickly. It’s highly unlikely that high-end values are suddenly 12 percent lower. In fact, I noticed Card Kingdom actually increased their prices on some desirable Unlimited cards recently (e.g., Gauntlet of Might, Underground Sea, and Scrubland).

There was an error retrieving a chart for Gauntlet Of Might

An economic slowdown would likely have to take effect for multiple quarters to see any impact on Magic prices.

Going one level deeper, one could make the argument that Magic cards and other collectibles are safer than stocks. The stock market is very fragile right now, with money managers and hedge funds performing an enormous number of transactions to try and get in front of the current sell-off.

Collectibles tend to be stickier assets because of the attachments that people form with them. Stocks are easy to cut in order to reduce risk and raise cash. Parting ways with a beloved painting (or favorite Magic deck) is much harder. In a world where volatility is through the roof on Wall Street, Magic cards could offer stability in your portfolio.

Lastly, I wonder what would happen if more MagicFests were canceled. If the situation gets worse before it gets better, this is not so far-fetched. I’ve begun to wonder—some vendors rely heavily on restocking their inventory by posting aggressive buylists at MagicFests. Tales of Adventure and 95 Games come to mind.

As long as the economy can recover in a reasonable amount of time (within a year, let’s say), I could envision a scenario where major vendors have a difficult time keeping stock of tournament and casual staples. Without as many MagicFests, these vendors may be forced to restock in other ways. They may have to buy more aggressively at the MagicFests they do attend. Or maybe they’re forced to purchase cards online from other sources. The limited liquidity could actually lead to a temporary spike in prices.

This scenario requires a perfect storm of events to occur, but I do wonder if it’s possible.

Wrapping It Up: Sig’s Outlook

I could see the Magic market responding both positively and negatively to the current coronavirus outbreak. The pessimist in me believes an economic slow-down would disproportionately hurt luxury goods (of which I consider Magic to be one). But the optimist in me believes collectibles could outperform the stock market during this tumultuous time.

All possible outcomes considered, my inclination is to hold for now. Because I’m fortunate enough to have a stable full-time job, I don’t anticipate having to sell cards to make ends meet. Therefore, I’m inclined to hold my collection through any potential downswing in prices. In fact, if prices do drop significantly (remember, many Old School cards have already shed most of their gains from 2017-2018), it could make for an attractive buying opportunity.

It would take a fairly dire situation to motivate me to sell out of Magic completely before my son begins college. If prices drop from here, I’d be even less inclined to sell. On the other hand, if people start flocking to Magic as a safe haven while stock performance remains dismal, I could see myself selling cards into any strength. If prices rebound for any reason, I’ll start looking for opportunities to cash out. I wouldn’t sell out completely, but cutting the collection back is something I’ve been considering anyway. Higher prices are just what I’m waiting for to make such a move.

There was an error retrieving a chart for Bazaar of Baghdad

I will sell eventually, but I’m hoping the spread of a coronavirus isn’t the catalyst that forces my hand. I’d much rather make the decision on my own terms. One thing we can all agree upon: let’s hope things don’t get so much worse that all of our hands are forced one way or another!

Practice healthy hygiene habits and stay safe, everyone!

…

Sigbits

  • Dual lands have started popping up on Card Kingdom’s hotlist. Right now I see a few: Underground Sea ($300), Volcanic Island ($290), Tropical Island ($230), Bayou ($180), Badlands ($160), Savannah ($100), Taiga ($90), and even Plateau ($75) are all on the hotlist. Cross-referencing these numbers to 95 Games’ recent hotlist, it appears dual lands are fairly strong right now.
  • Keep an eye on Gaea's Cradle—last Friday, Card Kingdom’s buylist on the card was up near $270. They must have taken in a few copies at that price because they dropped the number all the way back down to $230. But it remains on their hotlist, and I consider this card in the same basket of stable, long-term holds as duals.
  • Book Promo copies of Mana Crypt are back near their highs on Card Kingdom’s hotlist. They are currently offering $190 for the popular artifact. I remember these peaking in the $200 range when they last got this high, so if you’re looking to exit this card then keep an eye on Card Kingdom’s buylist. You may catch a temporary jump, netting you close to the same amount you’d get if you just sold on TCGplayer. Don’t forget, this card isn’t on the Reserved List and could see another reprint someday.

Feb ’20 Brew Report, Pt. 2: Combo Cannoli

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Nothing screams "Modern" like a bunch of crazy combos. And that's exactly what February's second half had in store for us. Turns out there are some decks that don't run Arcum's Astrolabe, after all: the ones that kill out of nowhere!

"I Was Inverted"

A the "Top" of our list is an inside-out version of Ad Nauseam.

Inverter Oracle, MINT_ (5-0)

Creatures

4 Inverter of Truth
4 Thassa's Oracle

Planeswalkers

4 Jace, Wielder of Mysteries

Artifacts

4 Pentad Prism
3 Talisman of Dominance
3 Wishclaw Talisman

Enchantments

4 Phyrexian Unlife

Instants

4 Angel's Grace
3 Pact of Negation
4 Spoils of the Vault

Sorceries

4 Serum Visions

Lands

4 City of Brass
2 Darkslick Shores
4 Gemstone Mine
3 Seachrome Coast
4 Shelldock Isle
1 Snow-Covered Swamp
1 Temple of Enlightenment

Sideboard

1 Echoing Truth
1 Hurkyl's Recall
4 Leyline of Sanctity
2 Path to Exile
1 Slaughter Pact
3 Thoughtseize
3 Veil of Summer

Already a breakout deck in Pioneer, Modern's take on Inverter Oracle plays many of the same cards as Ad Nauseam: Serum Visions and Spoils of the Vault to find its combo; Angel's Grace and Phyrexian Unlife to keep from outright losing to its own devices; Pact of Negation to force through a win.

And how does it win? By emptying its library with Inverter to trigger Thassa's Oracle! Jace, Wielder of Mysteries also wins with an empty library. But both sources require players to get rid of their "new" library, the graveyard repurposed by Inverter; something like Spoils of the Vault, which can name "Faithless Looting" to empty what's left without necessarily dealing pilots 40 damage.

At a glance, the combo struck me as much more difficult to pull off than Ad Nauseam's. But it does have a bit more to it. With Unlife or Grace online, Inverter is no longer necessary; Spoils can empty the library by itself. And Shelldock Isle casts an Oracle straight from the library (or, The Artist Previously Known as the Graveyard) post-Inversion. Besides, Jace, Grace, and Unlife are okay disruptive cards on their own merits. Finally, while I doubt it happens very often, Inverter's 6/6 body can put the game away by itself in a pinch.

Best of all, Inverter Oracle is exceedingly difficult to disrupt. Its components are creatures, which can't be stopped by Force of Negation or Stubborn Denial; they have enters-the-battlefield effects, which care little about efficient removal. Graveyard hate in fact bolsters the deck's strategy, and Extraction effects are no match for the deck's multiple interchangeable combo pieces or Talisman's ability to yank one out of exile. So the deck needs to just stay alive long enough to actually cast its cards, which I imagine is around five turns; in other words, many slower decks may struggle to actually beat it.

Jolly Green Giants

Into the forest we go, where Once Upon a Time is as enabling of degeneracy as ever.

Turbo Heliod, B1GDAN (5-0)

Creatures

4 Heliod, Sun-Crowned
4 Spike Feeder
1 Eternal Witness
3 Gilded Goose
3 Giver of Runes
4 Ice-Fang Coatl
4 Noble Hierarch
4 Ranger-Captain of Eos
1 Walking Ballista

Planeswalkers

4 Teferi, Time Raveler

Instants

4 Collected Company
4 Once Upon a Time

Lands

1 Breeding Pool
4 Flooded Strand
1 Hallowed Fountain
4 Misty Rainforest
1 Prismatic Vista
3 Snow-Covered Forest
2 Snow-Covered Island
3 Snow-Covered Plains
1 Temple Garden

Sideboard

2 Ashiok, Dream Render
2 Damping Sphere
2 Mystical Dispute
2 Path to Exile
2 Rest in Peace
3 Veil of Summer
2 Weather the Storm

David covered Company decks merely splashing the Heliod-Feeder combo, but Turbo Heliod takes the strategy to its logical extreme. Being able to Collected Company into both combo pieces and instantly gain infinite life at instant speed is big game against a lot of Modern decks (incidentally, not Inverter Oracle). This deck is set up to achieve that goal as fast as possible, after which it should have plenty of time to find Walking Ballista and win from there. Teferi, Time Raveler prevents opponets from interacting on the turns that count. So far, the 4 Heliod / 4 Feeder core has surfaced in additional Company decks.

Green Devotion, RPANGRIFF (5-0)

Creatures

4 Gilded Goose
4 Arbor Elf
4 Burning-Tree Emissary
2 Eternal Witness
3 Genesis Hydra

Planeswalkers

4 Garruk Wildspeaker
4 Karn, the Great Creator

Artifacts

2 Trinisphere

Enchantments

3 Oath of Nissa
4 Utopia Sprawl

Sorceries

4 Mwonvuli Acid-Moss

Instants

4 Once Upon a Time

Lands

4 Nykthos, Shrine to Nyx
9 Snow-Covered Forest
1 Stomping Ground
4 Windswept Heath

Sideboard

1 Trinisphere
3 Blood Moon
1 Damping Sphere
1 Engineered Explosives
1 Ensnaring Bridge
1 Grafdigger's Cage
1 Liquimetal Coating
1 Pithing Needle
1 Tormod's Crypt
3 Veil of Summer
1 Walking Ballista

Green Devotion is not a new Modern deck, its history dating back to the format's creation. But RPANGRIFF's latest build, which now has multiple 5-0 trophies to its name, features plenty of brand-new tech. Here's Karn, a big mana favorite; Gilded Goose, the freshest mana dork on the block; and Once Upon a Time, cornerstone of any... uh... Modern deck.

What strikes me most about this build compared to the deck's earlier iterations is how streamlined it is. There's no fussing around with random fatties, Craterhoof Behemoth, Genesis Wave, or—God forbid—Wistful Selkie. Genesis Hydra compliments Karn as a sleek mana sink, while Eternal Witness and the efficient Burning-Tree Emissary hold down the fort as devotion hubs. Between the main and the sideboard, Devotion also packs plenty of three-mana hosers to shut out opponents who fail to answer the mana dork.

Pollywannacracka

The breakout combo card of the month, though, was Polymorph—another age-old Modern reject. Like Green Devotion, this strategy has also received some major boosts lately.

Farseek Polymorph, ORIM67 (8th, Modern Challenge #12081604)

Creatures

2 Emrakul, the Aeons Torn

Planeswalkers

4 Teferi, Time Raveler

Instants

4 Abrade
4 Lightning Bolt
4 Manamorphose
4 Remand
4 Silence

Sorceries

4 Farseek
4 Indomitable Creativity
4 Polymorph

Lands

4 Arid Mesa
3 Bloodstained Mire
4 Dwarven Mine
1 Mountain
2 Sacred Foundry
4 Scalding Tarn
2 Steam Vents
2 Stomping Ground

Sideboard

2 Emrakul, the Aeons Torn
1 Ancient Grudge
4 Leyline of Sanctity
4 Rest in Peace
4 Through the Breach

First up is Farseek Polymorph, the apparent originator of the new build, which went on to enjoy multiple 5-0 finishes in February alone. Farseek ramps players into four mana by turn three, which is enough for the deck's namesake card to cheat in an Emrakul. In the meantime, Silence and Lightning Bolt can keep proactive opponents off their critical early plays, and should pilots fail to open the Farseek, Teferi, Time Raveler can come down on-curve for extra disruption and combo protection all in one (Polymorph is notoriously easy to kneecap; just shoot the targeted creature and the whole spell fizzles). Silence can also be used on the combo turn as a one-shot Teferi effect.  Remand occupies the same spot on the curve as Farseek, pushing the game back a turn while digging for combo pieces.

As far as those go, Polymorph finds itself joined by relative newcomer Indomitable Creativity. The sorcery costs a whopping triple red, but does come with some benefits, most notably the ability to pop opposing artifacts that hold back the combo (such as Grafdigger's Cage, a card David identified as exceptional against the format's top decks).

While older Polymorph decks had to run token generators or manlands, the former of which cost mana and a card and the latter of which ran the risk of extreme blowouts, Farseek Polymorph makes great use of a new land, Dwarven Mine. Mine can be fetched, as could Arbor, but it can't be shot by Lightning Bolt before players get a chance to untap with it. Even Farseek can grab it, making having a creature in play for the sorceries even more reliable.

Control Polymorph, CHERRYXMAN (3-2, Modern Preliminary #12086251)

Planeswalkers

4 Teferi, Time Raveler

Creatures

2 Emrakul, the Aeons Torn

Instants

2 Abrade
4 Lightning Bolt
3 Mana Leak
2 Path to Exile
4 Remand
4 Silence
2 Thrill of Possibility

Sorceries

4 Indomitable Creativity
4 Polymorph

Lands

4 Arid Mesa
3 Bloodstained Mire
4 Dwarven Mine
2 Mountain
3 Sacred Foundry
4 Scalding Tarn
3 Steam Vents
2 Wooded Foothills

Sideboard

2 Emrakul, the Aeons Torn
1 Aether Gust
4 Leyline of Sanctity
4 Rest in Peace
4 Through the Breach

CHERRYXMAN whipped up this control build of Polymorph in a league posted after the ORIM67 list's, then continued to post results with it throughout the month. It's less all-in than the Farseek build, as there's no ramping. CHERRYXMAN therefore expects to survive a full turn longer than ORIM67 does in many games. To compensate, the control build drops Silence and ramps up on board interaction, including the flexible Abrade and all-purpose Path to Exile.

A plan both builds share is Through the Breach from the sideboard, which gets around Grafdigger's Cage and the like and effectively attacks opponents from a new angle while using the same huge monster. Additional Emrakuls come in to increase the reliability of this plan. Rest in Peace and Leyline of Sanctity, both low-investment, high-reward hosers, are also maxed out by both decks.

1+1=20

As ever, combo is alive and well in Modern. And the format seems to be positively bursting with possibilities! Join me next week for an exposé what I consider to be a midrange renaissance. Until then, may you open the right pair of cards... or just Once Upon a Time!

Theros Beyond Death Defines the Metagame and the Market

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Theros Beyond Death has continued into 2020 the trend of Throne of Eldraine and the other overpowered sets of last year. Many of its cards, like Underworld Breach and Thassa's Oracle, are not only seeing play, but redefining entire metagames. As a result, they’ve shaken up the market and driven up demand for a whole new class of cards. While these cards have been thoroughly explored in Pioneer and have led to dramatic spikes in cards like Inverter of Truth, for older formats the exploratory process has really just begun. Neither the metagame nor market has fully adjusted to the presence of these cards, and there is still plenty of room to grow. 


Take Modern for example, which just saw a massive spike in the price Grinding Station on the back of a new breakout Underworld Breach deck. 


There was an error retrieving a chart for Grinding Station

At this point, I’d be selling my copies into the hype, but there’s still gains to be had on other cards in the deck. One target is Hall of Heliod's Generosity, which is used as a one-of in the deck because it’s great for returning Underworld Breach.


There was an error retrieving a chart for Hall of Heliod's Generosity

A spike this week on Magic Online and a paper price graph that has been slowly and steadily heading higher tells me this is going to keep growing, especially when you consider it’s long-term potential in a variety of formats as a very unique and powerful card. 

Thassa's Oracle is making waves in Modern in a variety of shells and driven up demand for a whole swath of cards. It’s an easy upgrade to the singleton Laboratory Maniac in Ad Nauseam combo, but a new variation of the deck has embraced multiple copies of the card along with a build-your-own Demonic Consultation with Spoils of the Vault and Angel's Grace or Phyrexian Unlife. 

There was an error retrieving a chart for Ad Nauseam


This has clearly driven demand for Ad Nauseam, which is up a few dollars in the past week, while Angel's Graceis also trending upwards. Spoils of the Vault still hasn’t moved, but major gains online lead me to believe some paper growth is inevitable.

There was an error retrieving a chart for Spoils of the Vault

I’m especially interested in a further evolution of this new combo element, including a new build that ditches Ad Nauseam in favor of completely embracing Thassa's Oracle by adding Inverter of Truth and Jace, Wielder of Mysteries. This Modern take on the Pioneer deck would become the next best place to play it after a ban, and it has access to a uniquely powerful tool in Shelldock Isle.

There was an error retrieving a chart for Shelldock Isle

Massive online growth in its price has been driven on not hype and speculation, but some real results with a couple of 5-0 finishes posted. With some added utility from the Dimir Mill deck, and added potential in the emerging Legacy takes on the Thassa's Oracle strategy, I have high hopes for the card that has already gained nearly a dollar in the past week.

Legacy, where Underworld Breach decks have risen to define the metagame but are still very much under development, holds its own opportunities. It recently drove a spike in Silence, which white versions of the deck use to protect its combo, but even bigger staple Orim's Chant has been slower to move. 

 

There was an error retrieving a chart for Orim's Chant

 

While the online price has exploded, the paper price has only budged up about a dollar over the past few weeks and should continue to grow as the deck gains more converts. 

 

There was an error retrieving a chart for Abeyance

 

Another candidate in the same class is Abeyance, which is a more mana-intensive option but one with a major payoff of drawing a card. It has been showing up in sideboards, and its online price has spiked accordingly, so I’m a buyer of this reserved list card that can still be had for just a few dollars. 

 

There was an error retrieving a chart for Sevinne's Reclamation

Another target from the Jeskai Underworld Breach deck is Sevinne's Reclamation, which has seen steady growth on MTGO for months, from under half a ticket last fall to around 6 tickets, before truly spiking this week to over 10. The paper price bottomed out in December around $2.5, and is now up to nearly $4, and now see it growing indefinitely, in the short-term from this deck and in the long-term due to its widespread applicability. 

There was an error retrieving a chart for Intuition

In the Jeskai Breach deck Sevinne's Reclamation works particularly well with Intuition, and the deck gives a great home to a card I’ve been watching for a while now. As a powerful, unique, and iconic reserved list card, it has seemed underpriced to me for a while. After spiking to around $75 in spring 2018, it slowly fell to the $45 level where it sat before the spike. Now up a few dollars over the past few weeks, it looks as though the bottom has passed and there’s growth in its future.

While Thassa's Oracle and Underworld Breach continue to define Pioneer without a ban yet, players are working on finding their own solution. One surprising development has been the rise of green decks, including a new Green Devotion build that was popularized on social media before breaking out in last weekend’s MTGO Modern Challenge. Followed by a 5-0 Preliminary finish by MPL Pro Piotr "kanister" Glogowski on stream, the deck continues to grow in popularity and has spiked the price of its staples on MTGO.

 

There was an error retrieving a chart for Vivien, Arkbow Ranger

The deck is novel because it goes beyond the Vivien, Arkbow Ranger wish package by adding a set of Karn, the Great Creator and a suite of artifacts, for a full 15 card wish board.

There was an error retrieving a chart for Karn, the Great Creator

After falling out of favor completely and seeing their prices plummet, Vivien and Karn have approximately tripled in price on MTGO in the past week. What’s interesting is that both of their paper price continue to fall to all-time lows. With Vivien as a Pioneer staple that’s also used in a breakout Simic Eldrazi deck that won the Pioneer Challenge last weekend, and Karn as a cross-format staple, their descent has to turn around sometime, and this could be the catalyst. 

 

Adaptation and Acclimation: Metagame Adjustments

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Another event, another set of data, another reexamination of the Modern metagame. As the time of actual Modern Opens and Grand Prix approaches, Modern players are increasingly seeking to find the new rules for the format and whatever edge they can. I'll be tracking those changes as the data comes in, looking for developments and indications of where the metagame is heading.

SCG Indy Classic

The first thing is to update the metagame data. So long as Star City continues to have events, there will be Modern Classics to examine. I'm reasonably certain that SCG events aren't great indications of the overall metagame since their population is fairly insular. That said, SCG is the most prolific creator of reliable paper results. Thus, I intend to use the latest Classic to examine how the SCG meta has changed since the bannings. I'll be looking at how generally applicable they are later on.

Deck NameTotal #
Amulet Titan2
Mono-Red Prowess2
Jund1
Jund Death's Shadow1
Grixis Whirza Breach1
Heliod Company1
Selesnya Titan1
Titanshift1
Burn1
Devoted Devastation1
Bant Snowblade1
The Rock1
Simic Titan1
Dimir Whirza1

The first thing I want to do is ask if anyone knows Michael Bischoff so they can ask about his deck. Right now SCG is listing Lightning Elemental in his decklist, and I can't believe that's correct. Lightning Skelemental I'd believe, but the question remains why he's running it in the first place (assuming that's the correct card). Skelemental isn't a bad card by itself, and coupled with Unearth, can be a plan. However, three mana is a lot for a gameplan that emphasizes peak efficiency via mana maximization and card power. Even if I look at Skelemental as fodder for Kroxa, Titan of Death's Hunger, it's still not particularly efficient. It obviously worked, but I'd like to know why.

Secondly, it should be noted that a fairly standard Jund list actually won the Open. Never underestimate the power of power. I say "fairly standard" because the Kroxas are a recent addition. I'm skeptical, since graveyard hate was already effective against Jund, and unless Kroxa escapes it's just a worse Raven's Crime. However, Reid Duke thinks otherwise, and I'd never recommend my word over his on a question of Jund.

The final deck I want to highlight is the third-place Grixis Urza Breach deck. As we've seen in previous data sets, Urza decks are returning as a force now that pilots have stopped mourning Mox Opal. I knew the ban wouldn't kill Urza. However, I did expect it to kill the Underworld Breach/Grinding Station, combo since there was no reliable mana generator anymore. Ryan Bennett found work arounds.

With an Urza or Emry in play, Mox Amber works just as well during the combo, letting Ryan mill his deck out and win with Thassa's Oracle. Alternatively, he can use Sly Requisitioner to generate the tokens he needs to feed the station to mill out his opponents instead. It looks a little clunky and I suspect Ryan got a lot of value from opponents being confused, but this is a deck to watch.

Titan Rising?

There are a lot of Primeval Titan decks in this data: two Amulet Titan decks, two Amulet-less Titan decks, and then Titan Shift. Given the previously established hype surrounding Titan as the best deck in Modern and its relative lack of showing in previous Classics, this development could be seen as a prophecy at last fulfilled.

I wouldn't go so far. This is the first data point with lots of Titan results. It could easily be a fluke. Indeed, Titan Shift has randomly appeared in results regardless of positioning for as long as we've been tracking event data. That it made top 16 here doesn't mean anything in light of that history. It's just That Deck that sometimes does well, and is not a reflection on the other Titan decks.

Furthermore, there are confounding factors with this data. With only 8 rounds, the Classic was more like a large PTQ, so there's more chance for local distortions to happen. Additionally, the SCG team events have all been overrun by Titan players, despite their mediocre overall performance. Since Indy was a Pioneer Open, it wouldn't surprise me if a lot of Amulet players attended just for the Modern Classic, so the starting population could have been higher. If Classics continue to have high amounts of Titan decks, that could be indicative. As of right now, don't get excited.

There's also a lot of variation between the Titan decks, possibly explaining how they maneuvered through the tournament. While all five decks are running the same general core of Primeval Titan, Dryad of the Ilysian Grove, Sakura-Tribe Elder, Once Upon a Time, and Summoner's Pact, they're positioning themselves very differently. The Amulet decks are sideboarding more like combo decks, with lots of defensive measures and anti-hate cards. The Amulet-Less decks have more cards against the mirror and become land-value decks. Titan Shift packs more sweepers and hate cards, indicating that it's trending towards midrange. The varying approaches indicate that the pilots were prepared for metagame attacks and were able to correctly respond rather than smash through. Successful adaptation is not a sign of being overpowered.

Metagame Adjustments

The other notable change is an absence: Mono-Red Prowess is down by half compared to the previous two Classics. Amulet Titan is also down compared to the Richmond Classic, but it's up relative to Philadelphia.

I'm not surprised that Prowess fell off. Right after the bannings, I noted that red decks are always strong at the start of a new metagame, but they also always peter out. They're solid choices regardless of the metagame, but after a major shakeup, are particularly well-positioned.

When the metagame is being redefined, red decks are particularly strong thanks to their simplistic, concentrated approach. Everyone else is trying to figure out what they're doing and what they care about, and red decks just go for the face. As the metagame settles, the inefficiencies in other decks diminish, and the relative advantage of red's simple plan erodes. It's not that their power or positioning has weakened in absolute terms, but rather that other decks are catching up. Given its cheap price, I'd expect Prowess to remain a factor in Modern, but it will move out of the limelight and become one of the pack.

Speaking of which, the metagame underneath Prowess and Titan has shown no sign of settling. The composition of the many singleton decks in each SCG Classic is constantly shifting, indicating a very open metagame. The only consistent presences are Dimir Whirza and Heliod Company. The former is down from its initial position, but keeps making Top 16. I'm not surprised, I knew that deck would adapt and thrive despite the ban. Whether Urza's wall of text alone is enough to keep the deck top-tier remains to be seen, but it's making a compelling argument. Company's position also makes sense. It's a deck of many combos that plays a lot of tutors. In a linear format, it can find the right combo for the right situation. With players focused on Titan and Prowess, the spot removal that tears the deck apart isn't seeing enough play.

The fact that Prowess and Titan continue to headline Classic results makes a strong case for them being top-tier decks. The consistency of Company and Whirza is suggestive of promise, but not really indicative. We need more data. As for the rest of the format, the only thing I can conclude is that it remains wide open. There are a lot of strong decks in Modern, but for the most part, they're not that much stronger than any other. Knowing your deck and having a good sideboard remain the deciding factors.

Metagame Adaptation

In a more general sense, what the Indianapolis SCG Classic results indicate is that the metagame has absorbed the recent shockwaves from the bannings and is adapting to the presumptive best decks. Much like the MCM Paris results, the Indy Classic's decklists reveal that players are more than aware of Amulet Titan's reputation, but they're ready. Ashiok, Dream Render is in most sideboards, and Aether Gust is also a frequent include. The former is solid against Titan itself, though not the best since can still win through Ashiok if it draws the payoff lands. The later is useful not only in buying a turn before Titan hits, but in removing Dryad in response to Valakut triggers. Interestingly, the Titan decks are running the most anti-Titan cards, clearly anticipating a Titan-heavy metagame. Based on the data I have, it looks like overkill, but again SCG has been unnaturally Titan-heavy so far. At least Gust isn't terrible against red decks, so the space isn't completely wasted.

After Titan, the next target is Prowess. There are a lot of Kitchen Finks and Collective Brutalitys in this Classic. Neither are the best anti-Prowess cards, but they do work, and are helping keep Prowess's numbers down. In fact, the presence of all the hate and depressed numbers of the targeted decks suggests that the hate is working, providing a strong argument that the metagame is simply acclimating to its new equilibrium state. The metagame is too broad for specialized hate, so players are sticking to broader cards. To me, this can only mean that the metagame is healthy, and once the adjustment period is through Titan and Prowess will just be part of the scenery. They'll be more prominent decks, certainly, but not necessarily oppressive.

Alternative View

Of course, that may only apply to the SCG Tour. I need more varied data to actually predict the metagame. Unfortunately, I couldn't find any big Modern events from this past weekend to compare, but I can use the online meta again. As with my first investigation, I'm drawing on the data from MTGGoldfish and MTGTop8, since they're doing all the work aggregating all the MTGO events.

I did encounter an issue with the timescale. MTGTop8's more reliable data is their two-month horizon, which at this time includes pre-banning results. They haven't updated the Decks to Beat for February, so I'm going with the data for the past two weeks, as it's free of Oko. It's also worth noting that Top8 likes to amalgamate similar decks under one banner. Goldfish's data doesn't appear to include Oko, though I'm not certain how far back it actually goes. In any case, I'm using them together as a comparison against the observed SCG metagame rather than looking at them in a vacuum.

Since both sites list too many decks to do a full ranking, I set cutoff points for their top decks. Due to the nature of their data, Top8's was 6% and Goldfish's was 3%.

MTGTop8 Top DecksMetagame %MTGGoldfish Top DecksMetagame %
Death's Shadow13Amulet Titan7.39
Amulet Titan12Mono-Red Prowess6.37
Creature's Toolbox7%Jund4.75
Red Deck Wins7Eldrazi Tron3.82
Jund7Dimir Whirza3.57
Humans6Bant Snowblade3.48
Urza6

What all three sources agree on is that Amulet Titan is a popular deck. However, it's relative positioning is not clear. SCG and Goldfish give it a narrow lead over other decks, where Top8 has it well ahead of its rivals but behind Death's Shadow variants. Prowess is middle of the pack in Top8 (and would be lower without Burn's help) where it's second elsewhere. Part of this is definitely Top8's aggregations, but more generally, it backs up the narrative that has emerged from the actual data I've worked with. Prowess and Amulet Titan are the presumptive best decks, but if they are at all it's not by that much. Modern is well on its way to adapting and normalizing both, and there's no indication of an unhealthy metagame.

The only caveat is the consistent Titan core I mentioned above. It's present throughout the online data too, and the same core being used in multiple decks and in different metagame positions is a potential problem. There's no justification in the data for doing so, but Wizards has made bans in the past for diversity's sake. I suspect that if they do, Once will be the target, as free spells are more bannable than the alternatives. However, again, I wouldn't expect that to happen for some time if at all.

Metagame Maturity

The increasing adoption of common cards within maindeck strategies typically indicates a metagame maturing. The wild brewing period is over, and the technological chaff is being separated from the wheat. Further, the early front-runners are beginning to fall off as everyone else catches up and adapts. That the overall format looks quite healthy bodes well for the an enjoyable GP and Open season. Though, of course, more data may change my conclusions.

Insider: The Best Time To Buy

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We are all well versed in the concept of supply and demand. Items in short supply with high demand are expensive and items in large supply with limited demand are cheap.

Supply

One aspect of MTG finance that I like is that the supply side is relatively steady when it comes to cards. If the print run of a set is over then the supply of any particular card in that set is relatively static. Sadly, this has become less and less true as WoTC continues to pump out additional products full of reprints. Arguably, this is a major reason why speculating on non-Standard legal cards has become far riskier than it used to be. Still, for the sake of our argument today, we will be looking from the macro level and thus we will assume a relatively static supply of any given card. Obviously the supply for in print cards is not static and one can fairly assume grows with each passing day, however, the rate of growth is likely highest for the newest product and much lower for older products.

Demand

I like to consider the demand of any given Magic card as a sort of segmented bar, with each source of demand making up some amount of the overall demand.
Each segment is some percent of the overall demand, which unfortunately is never going to be known. However, we can substitute price for demand; in a free market system, the price is determined heavily by demand. We already use this same logic when calculating the EV (Estimated Value) of a box of any given set, as the contents of the box are unknown until opening; but averages of the possibilities can be used to get a decent expectation of what one could expect to get from opening said box. While we don't know how much of a percentage each segment accounts for in a given card's price, we can make educated guesses about which segments account for the most value.
For example, let's look at:
There was an error retrieving a chart for Cavalier of Thorns
If we check out mtggoldfish and lookup Cavalier of Thorns, we can see that it's currently finding a home in Standard and Pioneer decks. However, we aren't seeing it much in Modern, Legacy, or Vintage. We can therefore assume those segments are very small or nonexistent. We can then check EDHRec to see how often it shows up in Commander decks.
806 decks is a very small number of the overall green decks listed on EDHRec, so we can surmise that very little of Cavalier's overall price is Commander driven. Why does this matter? Well, if you are looking to buy copies of this card, then its best possible price would emerge when these conditions are met: it's seeing little play in Standard (or no longer Standard-legal) AND it's down in the Pioneer metagame. That's the "best case" scenario for when to buy, that doesn't mean you shouldn't buy any copies if either of those things happens but the other doesn't; just simply that it's ideal lowest price would be if/when both instances occur. So it's current demand bar would look something like this:
Now let's look at a card that has demand from quite a few more formats.
There was an error retrieving a chart for Brazen Borrower
And here is a snapshot of decks referencing the card on MTGGoldfish.
So here we have a card that sees play in standard and all major eternal formats, but very little Commander play. So it's bar would look more like this;
You can see that this bar would be larger due to the fact that it sees play in multiple formats. While the actual segment size would vary based on how much demand per format it sees, this implies that the price should, in fact, be significantly higher than that of Cavalier of Thorns despite both cards being Standard-legal mythic rares. Unfortunately, we don't have enough information readily available to really define the size of each segment, and the fact that metagames shift all the time would honestly make it a fool's errand to even try.
The big take away is that while we can't tie price perfectly to the demand bar, we can make a fair argument that cards with larger demand bars SHOULD be more valuable than cards with smaller demand bars. This means that when we examine a card that sees a lot of play in multiple formats AND the price is low, it then makes logical sense that the card's price should rise by some amount. If we can compare it to other similar cards with higher prices and lower demand bars, then its price should rise to above the price of those similar cards.

What Effects Demand?

So we know what affects supply, but what affects demand?
  1. A new card is printed that the old card interacts well with.
  2. Format and/or metagame shifts to make the card good.
  3. A card gets banned in a format (or formats).
  4. A Card gets unbanned in a format (or formats).
  5. Someone with a lot of followers highlights a card.
  6. A new format is created.

The first reason for demand increase on our list is often the reason we see some of the biggest price spikes, with item 4 being the other reason. We can see this with a card like Inverter of Truth.

There was an error retrieving a chart for Inverter of Truth

There was no demand for this card prior to someone realizing its ability was broken with Thassa's Oracle, hence its price curve mirrors the demand.

Knowing what factors affect demand allows us to get ahead of price movement caused by an increase in demand or an expected increase in demand. This is the reason that many speculators used to go to major retailer websites, fill up a shopping cart ahead of a B&R announcement, and then adjusting said cart quickly and check out, thus allowing almost instantaneous action based on new demand information.

 

 

Stocks vs. Magic Card Investing (Part 3: Short Selling)

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Editor's note: This article contains a brief analysis of Mage Market's short-lived service for financing MTG purchases through their financing partner Klarna. Shortly after time of writing, this service was removed from their site, and Mage Market have released a comprehensive statement regarding the situation. 

Over the past two weeks, I’ve been exploring the differences between the stock market and the Magic card market. The two are often compared (I’ve done my own comparisons in the past), but less frequently are they contrasted. It turns out Magic has a profoundly different risk/reward balance due to a lack of information and regulation.

Yet another difference between the two markets ties in quite nicely with something that happened in Magic news last week. Bear with me on this one—before tying everything together I need to establish some definitions.

Short Selling

With stocks, one can engage in the market whether they are bullish (anticipate higher stock prices in the near term) or bearish (anticipate lower stock prices in the near term). If they want to profit from growing stock prices, they can purchase stocks or call options to gain long exposure to the asset of interest. If a trader wants to place a bearish bet, they can sell short or buy put options.

According to Investopedia, short selling is defined as opening “a position…by borrowing shares of a stock or other asset that the investor believes will decrease in value by a set future date—the expiration date. The investor then sells those borrowed shares to buyers willing to pay the market price. Before the borrowed shares must be returned, the trader is betting the price will continue to decline and they can purchase them at a lower cost.”

This is generally an incredibly risky proposition because there is no ceiling on how much a short seller can lose. When someone buys a stock, the most they can lose is the amount they paid for that stock. When short selling, a stock could climb indefinitely (in theory), causing the short seller’s loss to climb with no end in sight. There’s also an interest component; short sellers often have to pay interest on the stock they’re “borrowing.” Gains from the short sale would have to outpace the interest rate to be worthwhile.

In Magic, there’s no structured way to accomplish a similar short-selling transaction. On a micro-scale, I suppose someone could borrow cards from their friend, sell those cards, and promise to return the cards to the friend within an allotted time. But this relies on the trust between the two friends and could never scale. There’s no institutional way to complete a short selling transaction.

Or is there?

Mage Market’s Announcement

On December 10th, 2019 the magemarket.com Twitter account tweeted a cryptic poll:

With over 1,000 votes, the result is clear: people are interested in financing a deck.

Then on Wednesday, the other shoe dropped. Mage Market announced a partnership with Swedish banking company Klarna, enabling shoppers to finance their Magic purchases over a period of time.

My first reaction was “What is Klarna and how is this legit?” But a quick Google search reveals Klarna is a real company.

It’s a Swedish bank that provides online financial services, it has over 2,500 employees, and it handled over $20 billion in online sales in 2017. I also found the member FDIC fine print:

“Monthly financing through Klarna is issued by WebBank, member FDIC. Copyright © 2005-2020 Klarna Inc. NMLS #1353190, 629 N. High Street, Third Floor, Columbus, OH 43215. Other CA resident loans made or arranged pursuant to a California Finance Lenders Law license.”

Net, it’s a pretty big deal in Sweden and is slowly gaining business partners in the U.S.

Fine, it’s a legitimate company. My second question was, “What are the terms for using this service?” This question has been far more elusive than my first one. I searched a good 15 minutes on Mage Market’s site and couldn’t find the specifics. I guess I’d have to create an account and attempt to make a purchase in order to test it out—I’ll take a hard pass on that.

I checked Klarna’s site for details too, but it seems they’re partner dependent. There are many options with Klarna: pay later, pay later in 30 days, and pay later in four installments. Some of these plans involve fees and interest, while others don’t. In their legal terms, I found only one reference to interest.

“The Services are free of charge. Please note that interest and fees may apply to the use of a specific payment method. So make sure you check the specific information for the payment method that you use.”

So it’s free except for fees and interest that may apply? And just how much are those fees and interests? I tried looking at the terms and conditions for each of the service options, and there are no numbers listed. No standard “21.99% APR” or the like, as I’m used to with traditional credit card fine print. It must really be partner and service-dependent.

Without knowing the details, all I can do is express caution if you’re going to consider purchasing Magic cards with this approach. It looks like the option is legitimate; but do we as a country need to be accruing more debt? Are we so desperate to obtain pieces to a card game that we’re willing to mortgage future pay to acquire things now? How much more are you going to be paying for your cards by leveraging Klarna? Think before you leap.

Put the Two Together…

Editor's note: the following is meant to be for discussion purposes only. Sigmund Ausfresser, Quiet Speculation, and the Insider Community do not condone the practice of selling cards you do not own or have in-hand. 

I’ve established the definition of short selling and then I introduced an option to finance Magic purchases through Klarna. Do you see where I’m going here?

Before I receive a ton of backlash, please keep in mind this section is purely meant to be a thought exercise. This is theoretical speculation, and not meant as instruction.

What if…you could purchase cards from Mage Market using Klarna, select an option that lets you defer payment for 30 days, sell the cards into a spike, buy them back a few days later when the price retraces, and return the cards so you wouldn’t need to pay for them? It’s convoluted and ill-advised, but I believe this is one way of actually “selling short” Magic cards. Given the perfect circumstances, it's not impossible.

 

However, one thing to keep in mind: This is hugely risky, and I would never advocate such a plan. In fact, I even caution against posting cards for sale that you just purchased and don’t yet have in your possession—that alone can introduce unnecessary risk. What's more, with any associated fees, the margins would be razor-thin on most transactions. Doing so would be hardly worth the time, effort, and risk. But this makes for an interesting thought experiment as I further contemplate the discrepancies between stocks and Magic cards.

Wrapping It Up

In some ways, navigating the stock market can be vastly more complex than dealing with the Wild West that is the Magic market. One thing that is more simplified in Magic is the limited number of transactions one can perform with these assets. In stocks, you can make simple buy/sell transactions too, but you can also sell short and buy/sell put and call options. Each transaction can serve some strategic purpose in one’s portfolio.

In Magic, there is really only one way to invest: buy cards now and sell them later, hopefully for profit. To perform any more complex transaction requires knowing and trusting an individual willing to partake in such a transaction, such as the covered call I once sold on some Shock Lands. Remember that one, from July 2014? If you enjoyed this article series on the stock market, I strongly encourage you to check out this flashback from 6 years ago.

Now I’ve found another way of engaging in Magic finance that could work, at least in theory. You could hypothetically short-sell by leveraging a pay-later strategy with Klarna and Mage Market. Acquire cards that just spiked, sell them immediately, wait two weeks for the price to settle back down again (this happens all the time, after all), purchase the cards back, and return them before the 30 day period is over.

You must bear in mind that it is highly unlikely that this would work in practice, and I advise against attempting this, or anything like it. For one, shipping time alone could really eat into those 30 days, and you’d be at risk of incurring fees/interest if you took longer to return the cards. More importantly, it wouldn’t surprise me if these two companies would declare such practice is against their policy. This is a case of 'just because you can, doesn't mean you should.' Failing to execute this strategy (which is likely, given the speed of the market) could result in severe losses.

If we accept the fact that this is a fun thought exercise but nothing more, it further underscores how different Magic and stocks are. The liquidity of the stock market is further reinforced via these alternate investment approaches. If there’s a way to engage in a stock transaction, someone’s already thought of it. Such sophisticated instruments remain elusive to Magic investors, however, as we’re left with only the traditional buy-low, sell-high strategy. I suppose it’s good enough, but oh wouldn’t it be interesting if Magic could be traded via more creative financial instruments?

Maybe one day?

…

Sigbits

  • A couple heavy-hitting Legends Reserved List cards are reappearing on Card Kingdom’s hotlist. This week I see Chains of Mephistopheles and Nether Void on the list, with buy prices of $330 and $315, respectively. I believe the number on the former is a bit low, but their buy price on the latter isn’t half bad relative to TCG low.
  • After mentioning it in a recent Sigbits section, Masterpiece Mana Crypt has returned to Card Kingdom’s hotlist with a $310 buy price. This has got to be one of the most desirable (if not the most desirable) Masterpiece to open.
  • Another older card that has returned to Card Kingdom’s hotlist is Diamond Valley. For now, their buy price is $160, but I can see a push towards $200 if Card Kingdom is slow to get copies back in stock. While at first glance this looks like an Old School card with limited demand profile, I actually wonder if this land sees legitimate (though modest) demand from Commander players.

2020 Visions: Modern Cantrips, Part 2

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Back when Opt was spoiled, I wrote "Opting In: Modern Cantrips," a piece dissecting the intricacies of and nuances between Serum Visions, Sleight of Hand, and other Modern draw-a-cards. Two years and some change later, Modern is all but crawling with cantrips, albeit not even the ones we had access to in 2017. Today, we'll look at all the most popular cantrips in Modern, draw some conclusions, and ask some questions.

As of today, here are the cantripping cards listed as the most-played according to MTGGoldfish:

  1. Once Upon a Time
  2. Veil of Summer
  3. Arcum's Astrolabe
  4. Manamorphose
  5. Mishra's Bauble
  6. Opt
  7. Cryptic Command
  8. Serum Visions
  9. Light Up the Stage
  10. Remand
  11. Crash Through
  12. Archmage's Charm
  13. Teferi, Time Raveler
  14. Explore
  15. Jace, the Mind Sculptor

I've bolded the cantrips printed in the last couple years, starting with Opt. Over half the list consists of these new cantrips, including the three most-played cantrips in Modern. 8/15 is a significant number; in Modern, where the card pool is vast and stretches back many years, it should be harder for new cards to break in.

Does the strong presence of newer cards indicate that cantrips are experiencing a power creep, and getting stronger over time? Or that Modern decks ask different things of their cantrips than they used to, and that this transition is reflected by the current era of card design? I think we're looking at a combination of both factors, and will split up the list to discuss the types of cantrips we're dealing with, the decks they're featured in, and how they relate to one another.

Built-In or Tacked-On?

As I see things, there are two overarching types of cantrips in Magic. In this section, we'll compare the two types and see how many of each make the Top 15.

Cantrips, Type A: Added Effect

The first are added effects: "draw a card" stapled to another spell to make it more powerful.

From our list, this type of cantrip includes:

2. Veil of Summer
3. Arcum's Astrolabe
7. Cryptic Command
10. Remand
11. Crash Through
12. Archmage's Charm
13. Teferi, Time Raveler
14. Explore
15. Jace, the Mind Sculptor

Nine cards, or a little more than half the list. So both types of cantrip are prevalent in Modern.

All of these cards are played for their primary effects. Their "cantrip" dimension merely buffs the card, as a decrease in mana cost would, or as an evergreen keyword like trample or haste does on a creature. I think it can be helpful to think of these cards not as being cantrips, but as featuring them. Of note, almost all of these cards were released post-Opt, revealing that Wizards is more interested than ever in pushing cards this way.

Cantrips, Type B: Filtering/Thinning

Most of the time, when we think of cantrips, we think of spells played primarily for the consistency or velocity they lend a strategy. Here, consistency refers to the ability of a given strategy to find the right cards at the right time and properly execute its gameplan; velocity describes the speed at which decks move cards from one zone to the next, such as from the deck to the graveyard or from the graveyard to the hand. Thought Scour, for example, is a card that provides tons of velocity, while Ancient Stirrings represents a consistency ideal. But neither card made the cut this time around.

1. Once Upon a Time
4. Manamorphose
5. Mishra's Bauble
6. Opt
8. Serum Visions
9. Light Up the Stage

Of our six entrants, only two arrived post-Opt, including Opt itself. In other words, this is the type of cantrip Wizards has been wary of printing too many of. Their fear is, at least, precedented—some of the most ubiquitous cards in constructed Magic are consistency cantrips, from Legacy's darling Brainstorm to Modern's now-axed Faithless Looting to Ponder and Preordain, the latter two having been on the banlist for as long as most players remember.

The Making of a Modern Cantrip

Based on what made the lists above, I get the impression that Modern is asking different things of its cantrips than it used to.

Turbo Xerox, Rescinded

The Turbo Xerox rule essentially states that for every two 0-1 mana cantrips in a deck, players can shave a land without having to worry too much about mana-screw. The principle assumes that players are comfortable spending their early turns paying for cantrips to ensure they find their lands; down the road, then, these cantrips can be used to increase the volume of "gas," or nonland cards, as mana-producers are scried to the bottom in favor of spells.

As such, I think Turbo Xerox is relatively outdated when it comes to Modern. Many decks in this blazing-fast format simply do not have mana to spend on Serum Visions and its ilk in the early-game; that precious resource needs to impact the board right away, be it through removal spells (e.g. Fatal Push), creatures (e.g. Monastery Swiftspear), or other permanents such as artifacts (e.g. Aether Vial); it must disrupt opponents aiming to rapidly assemble some bone-crushing combination, via again, removal spells, or perhaps through targeted discard or permission (e.g. Thoughtseize; Stubborn Denial). Turbo Xerox doesn't apply so gracefully to Modern because it's predicated on the faulty idea of players having the luxury of early-game mana to spend hitting their land drops.

By the same token, spells that have developing/disrupting effects but don't tax players mana are of extreme value in Modern. Force of Negation and Mox Opal immediately spring to mind, as does the format's most played, polarizing, and powerful cantrip: Once Upon a Time.

More, More, More

Looking at the first group of cantrips, only Veil of Summer and Arcum's Astrolabe made the overall Top 5, with the next-most-played added-effect cantrip being Cryptic Command in 7th. I think that's because Veil and Astrolabe are dirt-cheap: they offer unique, relevant effects at an already affordable rate, and then throw a cantrip on top of that.

Compare with Cryptic, which adds "draw a card" to its versatile suite of other effects but costs a whopping 4 mana. Counter-draw is probably Cryptic's most-chosen mode, and it's one that Veil of Summer imitates convincingly for 25% of the cost.

As for Astrolabe, the artifact does something no card in Modern ever has: it cures all color woes. Our readers last week had a laugh about how Astrolabe enables decks to run GGUU-, 1UUU-, and 1WWU-costed spells and nonetheless count on Blood Moon as a go-to plan after sideboarding. The level of fixing Astrolabe provides is unprecedented, but it carries a slew of other benefits, too: bolstering artifact synergies, which led to Mox Opal's recent banning, and growing Tarmogoyf, a quirk reflective of the has-been's recent surge in popularity.

Added-effect cantrips have to do more than ever to make big waves in Modern. Veil and Astrolabe happen to be the heaviest lifters available. Having these cards in the format also puts pressure on other cards to do a lot for their mana costs; for instance, it's way riskier to cast Cryptic Command now that opponents can Cryptic you back for a single green mana.

Less, Less, Less

Which brings us to Type B, or filtering and deck-thinning cantrips. How crazy is it that Ancient Stirrings is nowhere to be seen? The card placed 1st in "Modern Top 5: Enablers," an article which permitted all enablers, not just cantrips; it's been the target of banlist discussion the web over for years. But Stirrings just doesn't meet the bar anymore.

Three different Type B cantrips made the Top 5, and they all share one commonality: they are free. Manamorphose gives players an instant-rebate, and Bauble costs a literal 0 mana. But while those two cantrips ensure velocity, they offer little in the way of deck manipulation, if a smidgeon when paired with scry effects or fetchlands. Once Upon a Time breaks the mold, offering players a costless, Ancient Stirrings-deep dig with fewer selection restrictions, but a major time barrier: it needs to be the first spell cast in a game to drop its price tag.

Recent dumps and higher-level results have made abundantly clear how minor Once's drawback actually is next to its two major benefits: its spashability (one mustn't necessarily be playing a colorless deck to benefit from Once, although such decks still do) and the fact that it doesn't cannibalize other turn-one plays. For decks like Gx Tron, this latter benefit means playing turn-one Map and cracking it to reach turn-three Tron, but still getting that Ancient Stirrings effect. And for pretty much everyone else, it means also having this zero-mana Stirrings in their deck, but without warping it around colorless cards.

It's true that Serum Visions, Opt, and other costed consistency cantrips made the cut, but they all show up after 5th place. High-tier cantrips of this group, in this day and age, need to be free to keep up with the format's speed.

As with the first group, the presence of free Type B cantrips puts added pressure on other such cantrips, as well as on the format as a whole. These draw spells used to increase consistency, but slow down the game in terms of personal board development; casting Serum on turn one takes the entire turn, meaning one less creature on the battlefield or removal spell interacting with opponents. When almost everyone can access a free Ancient Stirrings, the game speeds up in pace, but with no loss to consistency—on the contrary, Once provides far more consistency than Serum!

A Question of Faith

One card we haven't touched on yet is Faithless Looting, whose power level is certainly on par with that of the newcomers. Sure, it costs mana. But Looting is miles ahead of Serum or Opt because it allows players to proactively piece together a gameplan all while generating consistency. In other words, it's got Type A and Type B features working together: Dredge and related graveyard decks are actively searching for cards that let them put their engine cards into the graveyard from their hand, and everyone can benefit from a little added consistency. I have no doubt that if this card were still legal, it would rank within the Top 5 somewhere.

Once and Forever

The "big 3" new cantrips discussed in this article—Once Upon a Time, Arcum's Astrolabe, and Veil of Summer—boast a power level so far above what Modern has seen for cantrips that they aren't just here to stay, but are carving out niches as must-respect (if not must-run) deckbuilding components. What's the next step? Should these cards be banned? Or maybe it's finally time for Preordain to show its face and reintroduce the concept of taking time off from board development to set up the library? Let me know your thoughts in the comments!

Speculating on Recent Metagame Trends

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The Pioneer Players Tours are behind us, and it left behind a metagame and market that looks stable for the time being. Both will break out in a frenzy if bans of cards like Inverter of Truth and Lotus Field eventually happen, but for now, there is not much happening and the Pioneer market has been relatively quiet in terms of big movers. While there are still some moves to be made in Pioneer, I have noticed increased attention on other formats like Modern and Standard, which was highlighted by last weekend’s World Championships. 

I’m always looking for the next breakout card, usually by studying what’s happening on the Magic Online world that tends to precede paper, and I’ve noticed a few online trends that seem to translate to strong paper buys.

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

A great example is Archmage's Charm, which was released among many other great cards that stole attention, but was always an obviously strong card, and is finally coming into its own. It’s being used heavily in the Dimir Urza deck that has replaced the old Oko and Mox Opal version, and its price is starting to spike. It was just 2 tickets online two weeks ago but now sits at nearly 6, while the paper price has grown around 50% in the same period, from $2 to over $3. Most of that growth has been in the past few days, and I only see it going higher as it grows into a true staple.

There was an error retrieving a chart for Kroxa, Titan of Death's Hunger

Kroxa, Titan of Death's Hunger hasn’t done much of anything in Standard, but it has somewhat surprisingly been picked up as a two-of in Modern Jund, where its ability to generate value from the graveyard is a nice addition. That has helped to double its price on Magic Online over the past week or so, from under 8 and peaking over 16 tickets and surpassing Heliod, the Sun-Crowned as the second-most expensive card in Theros Beyond Death online. Its paper price has nearly broken the $10 level, but it’s still #5 in terms of price. It’s possible that over time, paper prices will mirror online and it will be second only to its fellow titan Uro, Titan of Nature's Wrath.


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With Primeval Titan decks like Amulet Titan at the top of the Modern metagame, there’s been a resurgence in Blood Moon effects, including Magus of the Moon as part of new style of Red-Green Midrange deck that emerged with the printing of Klothys, God of Destiny. Unlike Blood Moon, Magus of the Moon can be found by Once Upon a Time, still one of the most broken cards in Modern, and leads to incredibly consistent access to the card when it’s needed. Its online price started growing over the past few weeks, and its paper price is starting to follow along and rise from a two-year-long slump after its reprinting in Iconic Masters, with both versions showing clear growth of about $1 in February and likely kicking off more to follow.

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The Dimir Inverter deck winning the Players Tour in Phoenix has brought attention to the power of Thassa's Oracle in other formats, including Legacy. That format has not only Paradigm Shift,  but also Thought Lash, which is actually even more powerful because it can remove the entire library. A deck with both of them posted a league 5-0 and drove up their price online, and while Paradigm Shift has already spiked in paper, Thought Lash has lagged behind. As a Reserved List card it’s a fundamentally solid spec in terms of a low downside, and I expect its price will start creep higher as more players catch on. 

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I haven’t noticed it online, but it seems like every day Zur the Enchanter shows up on paper price movers as it continues to gain. There are no obvious competitive applications, so I suspect this is due to Commander and casual demand driven by Theros Beyond Death providing a wealth of new enchantments to tutor for. The original Coldsnap printing has grown from $3 to nearly $5 since its release, so the Modern Masters 2017 version that’s still under $3.50 looks especially attractive. 

There was an error retrieving a chart for Languish

This same concept of buying a cheaper alternative printing could also apply to Languish, which has grown into its own as a staple sweeper of Pioneer. The Magic Origins version sits around $1.5, up from 0.7 before the format began, but alternative Commander printings still sit at about $1 despite starting around the same price. Holding the distinction of the biggest Pioneer price gainer on MTGO since the format started, currently over a ticket and peaking over three, from somewhere in the realm of thousandths of a ticket, I think its current paper price is a bargain.

There was an error retrieving a chart for Pack Rat

The second biggest online Pioneer winner was Pack Rat, which saw most of its growth in the past month due to sideboard play in the Dimir Inverter deck. Now a proven staple of the format, It’s one of the most powerful one-card engines available that has a lot more play in its future. While its price online has plummeted along with cards like Inverter of Truth itself, its paper price shows very clear signs of growth. Sitting around $4.5 for months, it grew to $5 after the Players Tour, and a $0.50 jump on Wednesday reveals it could be on the edge of truly breaking out as supply dries up.

There was an error retrieving a chart for Ishkanah, Grafwidow

Another strong Pioneer prospect that broke out at the Players Tour  is Ishkanah, Grafwidow, used in the Brussels-winning Sultai Delirium. It’s a very attractive spec because it will grow even better if the format sees a ban, which would make the deck even better and maybe the best in the field. Both its online and paper prices have been increasing since, but the paper graph starting to incline in the past week and break $2 leads me to believe it’s going to truly spike before long. 

Picking Pioneer: Bulk Picks from Throne of Eldraine

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A large percentage of dealing in bulk cards is knowing which cards currently have value or have a high potential upside in the future. So while any bulk buyer worth their salt will know to pick Veil of Summer and Aether Gust, the real value is in cards that get left as draft chaff with high potential upside. These cards usually have unique and powerful effects or are undercosted relative to other options.

Identifying these cards is not always easy, starting with Throne of Eldraine. Picking Pioneer will give the best bulk picks for each set in the format starting with Throne of Eldraine. Cards will be chosen on primarily on the likelihood for long-term upside based on uniqueness of the effect, competitive play, and/or availability

Mystic Sanctuary

Formats: Modern, Legacy, Vintage

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As a totally unique effect on a land and minimal deckbuilding cost for blue decks, Mystic Sanctuary is a great long term hold. In formats with fetchlands, this allows players to rebuy critical instants and sorceries at will. Get your Show and Tell, Scapeshift, or Dig Through Time discarded or countered? Just crack a fetch for this Throne of Eldraine common on your opponent's end step, untap and jam.

On the other hand, need to draw a Counterspell or Thoughtseize to disrupt your opponent for just one more turn? Sanctuary will have you covered. The sky is really the limit (or as high as a limit it can be for a modern era common), but eternal play is a sure mark of sustained demand especially after packs stop being opened. Mystic Sanctuary will probably end up closer to Warped Landscape than Bojuka Bog, but there are a lot worse positions than finding dollar bills in draft chaff.

Thrill of Possibility

Formats: Pioneer, Modern, Pauper

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It is amazing what a changing a single line of text can do to a card, but the upgrade from sorcery, Tormenting Voice to an instant, Thrill of Possibility is a perfect example of how minor changes (and a banning RIP Faithless Looting) can totally change the landscape of how good certain effects can be. Thrill has two major utilities as either a graveyard enabler for decks looking to pitch cards while simultaneously digging for other pieces or velocity boosters for spell-based decks looking to turn cards from trash to gas at instant speed.

In Modern, the former can primarily be seen in Jund Conscriptor decks looking to combo off with Eldrazi Conscription and Storm Herald. While the latter can be seen in Pioneer where the card pulls double duty as both a way to get Arclight Phoenix in the graveyard and trigger its ability all in the same card, or a way to fix blank draws in the Lotus Field decks.

Thrill is also picking up steam in Pauper as a juiced card draw spell in Burn and Goblins looking to get across the finish line in the late game. Thrill is not likely to ever reach more than a dollar but will be a solid buylist filler until something better comes along.

All That Glitters

Formats: Modern, Standard, Pioneer

There was an error retrieving a chart for All That Glitters

There are plenty of effects that can Voltron up a creature for massive damage based on the number of artifacts (Urza, Lord High Artificer) or the number of enchantments you control (Ethereal Armor), but this Throne uncommon is the only one that gets +1/+1 for each and is quickly becoming a staple in decks looking to suit up one slippery buddy and battle (Slippery Bogle or Favored Hoplite across multiple constructed formats with sometimes the full four copies. Ethereal Armor would be its closest analog and regularly buylists for more than $0.25, so the upside is certainly there for similar cards with a higher rarity.

All That Glitters might shine in 60-card constructed formats but is also picking up in EDH where it's a solid role player in artifact and or enchantress decks. While it sees 50% as much play as Ethereal Armor based on EDHRec.com it is still played in more than 2,000 EDH decks registered on the site. Similar Bogles cards have always been solid buylist options, but the ceiling is kinda low for these effects. That said, it already has a very strong floor for the same reason; certainly not a home run, but a solid pick up.

Beanstalk Giant

Formats: Standard, EDH

There was an error retrieving a chart for Fertile Footsteps

Unlike the above picks that will have long term upside as 60-card constructed staples for a large number of decks, the future of Beanstalk Giant is primarily based on casual and EDH demand. The rich flavor of all the adventure cards for Western High Fantasy will draw in more casual minded players into adventure-based decks. With the limited number of adventure cards that are at or above rate, those decks will likely be mostly concentrated in green for other enablers like Edgewall Innkeeper. With that in mind, the giant provides a totally unique effect for adventures that naturally synergize with bigger and slower formats i.e. this will be a must include for any and all green adventure decks.

This is similar to how even the B squad of Ninja creatures (Looking at you, Mistblade Shinobi usually get added to Ninja decks just based on how few of them there are. The upside of cards like this tends to be solid especially if the adventure mechanic returns in a later set.

Summary

Those four cards are my sleeper hits for Throne of Eldraine, each offering a mechanically unique effect with solid long term upside of essentially zero investment. So while these cards might not be buylisting for much, if at all, right now the future is bright for making easy money on turning Trash to Treasure. If you think I missed any sleeper Throne of Eldraine picks let me know in the comment section! If you are interested in learning more about getting into bulk check out my Bulk to Bayou series only available at QS!

Right Tools for the Job: Top-Tier Tech

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The metagame is beginning to take form, and now is the time for players to start adapting. This could mean adjusting which decks they play, how they play them, or what cards they play. Now is naturally a time for experimentation, but no such transitional period is free from common mistakes. Whether it's misunderstanding how a deck actually plays to what actually matters in the matchup, there's a lot of strategic ground being misevaluated and conceded. Today, I'll cover and correct the more questionable choices being made.

I've been watching the metagame slowly develop for the past several weeks. The initial assumption, based primarily on MTGO data, was that Amulet Titan, Mono-Red Prowess, Dredge, Jund, and Burn were the top dogs. Since then, Prowess has performed up to expectations, Amulet Titan has not, Dredge has disappeared, Burn has been eclipsed by Prowess, Company decks have surged, and Jund just "Junds along," as ever. I'll focus on Titan, Prowess, and Company decks today; what works, what doesn't, and what to play for some blowout spice in your life.

Answering the Titans

There was a time when Amulet Titan was a fairly straightforward land-combo deck. Play Amulet of Vigor, find Primeval Titan, find Sunhome, Fortress of the Legion, deal absurd damage. In this simpler era, the correct choice was to attack the Titans. Thanks to Field of the Dead and Dryad of the Ilysian Grove, that strategy is no longer effective. Titan is still the heart of the deck, but removing doesn't guarantee a win. Now, it's critical to target Amulet of Vigor.

What I'd Use

This section is for those cards that are proven effective against the deck in question. By either attacking the critical resource or answering the right problem, these cards are my first choice against the deck in question. Against Amulet, removing Titan or neutering it aren't enough without additional plans or adequate pressure. The cards I'll be highlighting are damaging enough that Titan has to answer them.

Blood Moon

There was a time when Blood Moon was considered a clean kill against Amulet Titan. Then, Titan upped its basic count, and while Moon was still crippling, it was no longer deadly. We've come full circle: Moon is increasingly devastating against Titan. To make room for all the new nonbasic toys Wizards has made, Titan decks have been cutting Forests. Because of timestamps, Moon overrides a previously-played Dryad, and even if Dryad came second, all those special lands still lose their non-mana producing effects.

Damping Sphere

Despite being (typically) one-sided, Sphere is weaker than Blood Moon, though still a solid card. Like Moon, it shuts down Amulet's special acceleration and significantly delays (if not just prevents) casting Titan. The Karoo lands and Castle Garenbrig are pretty anemic as Wastes. However, Sphere does nothing against Valakut or Field. Sphere is therefore weaker than Moon, though it's a fine card for decks that can't accommodate the enchantment.

What Not to Use

There are some cards that just aren't effective, but I've seen lots of players try anyway (prompting this article in the first place). Either they don't attack correctly, are too narrow, or are too easily overcome by the target deck. In Amulet's case, the problem is that a lot of players approach the deck from its older roots or treat it like another big-mana deck. This ignores the reality of the new Amulet mana base and gameplay.

Alpine Moon

Alpine Moon is decent at shutting off one critical land, particularly if that land is named Valakut, the Molten Pinnacle. When Amulet was just comboing lands with Titan, Moon was similarly fine. However, Amulet now has multiple critical lands. Regardless of which land is named, there's another to take its place. Name Castle Garenbrig, Amulet plays Simic Growth Chamber. Name Field of the Dead, and Amulet fetches up Valakut. Couple with all the extra land drops, and shutting off the special text without eliminating useful mana doesn't work against Amulet any more.

Fulminator Mage

Mage and other one-shot destruction effects are not effective against Amulet. Field of Ruin was a beating for previous versions and made the matchup reasonable for UW Control, but Amulet has changed. Sakura-Tribe Scout always represents a chance to bounce the targeted land with Simic Growth Chamber, especially since Castle Garenbrig obviates the need to actually use Chamber for mana. Mage was previously critical for keeping Amulet off six mana, but now Amulet has too many land drops to keep it down forever. Garenbrig reduces the number of necessary lands for a Titan cast anyway, meaning clever sequencing by the Amulet player usually just dodges one-shots.The plan can still work by looping Mage with Thunderkin Awakener and Incandescent Soulstoke, but such a plan is by no means splashable.

Unmoored Ego

Extraction effects are only good when they're extracting critical cards from a fragile deck. This used to apply to Amulet, and naming Primeval Titan with Ego or Lost Legacy was usually game over. Field of the Dead and Valakut have gutted this strategy. Titan makes those kills much easier, but Amulet can make it happen without Titan now. These lands are also only one- or two-ofs, so Ego can't effectively neuter Amulet either. Thus, the cards end up being tempo-negative and ineffective.

The Spicy Tech

This is where we get to have some fun. Cards in this category aren't necessarily reliable or tournament-winning, but they also cards the opponent is unlikely to consider or plan to play around. So their blowout potential is staggering.

Choke/Boil

If you've ever wondered how good players can fall to Ponza's darkside, cast Boil in response to a Dryad of the Ilysian Grove-fueled Valakut kill with Field of the Dead triggers. It's the greatest blow-out high you can experience in Magic and you will start thinking that Ponza is a good deck. Doing so after they Summoner's Pacted for Primeval Titan for said win is like [analogy censored].

Similarly, Choke is less costly and already sees sideboard play against blue decks. Choke is less decisive than Boil since it can be destroyed, but as a response to a big (and hopefully Pact-fueled turn) turn, Choke can still be devastating. It's not a plan that will work out consistently since it depends on the opponent playing Dryad first, but as a one-of blow out, Choke and Boil are almost better than [analogy EXTREMELY censored].

Surviving the Rush

Mono-Red Prowess has been supplanting Burn as the premier red aggro deck in Modern. It's had very strong showings on the SCG Tour. It has a somewhat better matchup against Amulet Titan because it frontloads its damage, making it harder for Titan to stabilize with Radiant Fountain. Prowess also plays a more flexible sideboard, which includes Blood Moon. However, another potentially significant factor is cost. According to pricing information from MTGGoldfish's buying guide, purchasing Prowess in paper costs ~$270, which is a pittance in Modern. Burn, meanwhile, will run to $450 or more. Either through good positioning or being more accessible, Prowess is the deck to prepare against.

What I'd Use

While it is tempting to simply cross-apply all the Burn hate to Prowess, doing so is incorrect. While derived from the same strategic premise, their methodology diverges enough that hate doesn't function perfectly. Burn's creatures are really just glorified burn spells, while Prowess is all about massive, velocity-fueled attacks. This gives Prowess a speed advantage at the cost of lowered inevitability, or a harder time closing if the creatures don't connect; that failing should be exploited by players looking to beat the deck.

mtg_card]Kor Firewalker[/mtg_card]

Kor Firewalker is frequently overplayed against regular Burn. Protection is nice to roadblock creatures or dodging Searing Blaze, but the lifegain is just buying time. Firewalker essentially prevents one damage from each burn spell, which isn't awful, but won't totally prevent fiery death. Prowess's burn spells are fewer and frequently smaller, so the lifegain is more significant. Prowess also plays non-burn red spells, so Firewalker can actually plus on life. The additional creatures mean that blocking is more important. Just watch out for Shrine of Burning Rage, which sidesteps Firewalker entirely.

Circle of Protection: Red

Similarly, Circle: Red is not effective against Burn. It's a huge tempo hole, and Burn will just wait until it can overwhelm Circle on mana. Or worse, Skullcracking first renders Circle dead cardboard. However, Prowess doesn't play Skullcrack, and its actual burn count is lower. Thus, it's easier to be strategic with prevention shields. It's not necessary to stop attacks every turn; just when the creatures have been pumped several times. Therefore, more mana is available to advance the board and actually stabilize.

What You Shouldn't Use

Timely Reinforcements

Timely is one of the best anti-Burn cards around, leading many to think it is equally effective against Prowess. The mistake is that Timely is great against Burn because the lifegain trades with two burn spells and the tokens represent at least another 3 life from chump blocks. Burn is very good at dealing 20; getting more is asking a lot. Because Prowess runs more creatures and thus more persistent sources of damage, they can overcome lifegain more easily. Adding insult to injury is Crash Through. Where it can take Burn multiple turns to erase a single Timely Reinforcements, a couple Prowess creatures, a Crash, and any other spell erase Timely immediately, rendering it a minor speed bump at best.

Collective Brutality

Brutality is phenomenal against Burn for similar reasons. A fully-escalated Brutality kills a Goblin Guide, discards a burn spell, and drains to nullify most of another spell. This is a huge tempo swing against Burn. While making Prowess discard cards is fine, the rest of Brutality doesn't do enough. There is no guarantee Brutality will kill anything thanks to prowess, and even if it does, there will be more creatures. As mentioned, Prowess excels at dealing chunks of damage, so a drain can't provide the same cushion. All that's left is the discard, leaving Brutality as an overpriced Duress. The tempo swing is too low for Brutality to be a main plan against Prowess.

The Spicy Tech

The hate for red decks looks to be fairly established at this point. However, Prowess's all-in approach leaves the door open for some exploitation from a forgotten source.

Luminesce

Normally, Fog effects aren't good in Constructed unless they're played in bulk, and even then they're not good against burn. However, Luminesce, which I forgot existed until doing the research for this article, is an exception in this instance. It doesn't prevent combat damage, it prevents damage from all red (or black) sources. For an entire turn. Played in response to a burn spell, it counters not only the spell, but all the prowess triggers they've built up that turn. This can often be a huge tempo and card advantage swing, gaining upwards of 10 life for one mana, and with good follow-up, it becomes game winning. As a bonus, Luminesce is a good answer to all of Storm's win conditions.

Breaking the Toolbox

Golgari Yawgmoth has received a lot of attention thanks to Aaron Barich's performance at SCG Knoxville. However, it's been Devoted Company decks, now running Heliod, Sun-Crowned, that are actually putting up results.

I'm not surprised that Yawgmoth is getting attention, nor that it's not putting up results. It's effectively a My First Aggro deck with a sneaky combo kill that makes it good. Because seriously, Young Wolf? In Modern? Devoted Company's been around awhile, and now there's a new reason to try out the deck. It's a proven core with something new to try, so of course it's doing well with more players picking it up. While their gameplans are ultimately very different, they share the same exploitable vulnerabilities, so I'll be treating them the same.

What I'd Use

Grafdigger's Cage

Cage is far and away the best card against these decks. The tutors are what make the decks and Cage blanks Collected Company, Chord of Calling, Eldritch Evolution, and Finale of Devastation. It also stops the graveyard-based combos, meaning Young Wolf is as terrible as Young Wolf is supposed to be. It's not utterly final, as it does little against naturally-drawn combos from the Devoted decks, but there is no other single card as devastating against these decks as Cage.

Anger of the Gods

The second-place card is Anger. Both decks are filled with lots of tiny creatures and lack ways to protect them. Anger exiles all it kills, rendering undying meaningless. Given that both decks can run Eternal Witness, normal sweepers tend to suffer. Anger is the best individual removal spell against both decks and is most effective at stabilizing the board. Just beware Burrenton Forge-Tender from Company's board.

What You Shouldn't Use

Ashiok, Mind Render

Given what I said about Grafdigger's Cage, Ashiok, Mind Render seems like a very good pick. After all, Ashiok also hits Ranger-Captain of Eos and has applications against Titan decks.

The problems here are twofold. The first is that Ashiok does nothing against Collected Company. Chord is common in Devoted decks but not universally played, where every version of either deck I've seen has 4 Company. Ashiok also can't answer the undying creatures.

Finally, as a three-mana planeswalker, Ashiok is too slow and vulnerable. Cage is good because it requires specific answers and costs one mana. Ashiok may hit too late to stop the critical tutor, and can just be attacked to death. Ashiok is decent against the land search decks, but too slow against creature search ones.

Pithing Needle

Pithing Needle shuts down the critical combo pieces of both decks. However, it doesn't stop the search engine, and that's a problem when both decks can just search up Reclamation Sage and break out. Worse, both have sufficient Plan B's to just play through Needle. Name Heliod, lose to Devoted Druid. Name Druid, lose to Viscera Seer. Name Yawgmoth, Thran Physician, just get swung at. Needle ends up too narrow and fragile.

The Spicy Tech

Suppression Field

Hey, those are nice infinite combos there. Be a real shame if someone were to tax them all. Field shuts down all the combos by ensuring they can't go infinite and also taxes both decks' fetch-heavy manabase. It is vulnerable to Reclamation Sage, but the mana taxing slightly mitigates this problem. Linvala, Keeper of Silence is of course more robust against these decks, but she's also a harder fit for most lists and more expensive.

What's To Come?

As the metagame continues to develop, I expect to see more decks being mis-sideboarded against. Are there some you'd like me to cover? Let me know in the comments.

QS Vendor Series – Jon Saso and Mashi Scanlan of ChannelFireball

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The QS Vendor Series returns! Tarkan sits down with Jon Saso and Mashi Scanlan of ChannelFireball for a jam-packed cast on:

  • QS Vendor Series – ChannelFireball returns!
  • Theros Beyond Death
  • West Coast MagicFests
  • Inventory Acquisition
  • Insider Questions

Thanks so much to Jon and Mashi for an awesome show!

*If you want live recording sessions and up to date postings before anywhere check out the QS Insider Discord!

Stocks vs. Magic Card Investing (Part 2)

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Last week I began an article series to examine the differences between the stock market and the Magic market. These fundamental deviations make comparing the two markets a dicey proposition at best.

The first article looked at physical data (or lack thereof) to contrast how price and volume tracking takes place between the two markets. The lack of transparent data in the Magic market enables the market manipulation, speculation, and buyouts that are much more difficult to instigate in the stock market.

This week I want to shift focus to how emotions are tracked between the two markets. It turns out there are some major differences in the emotions of stock and Magic investing and how these emotions manifest themselves. Then I’ll shift gears and look at how regulations try to prevent big fish from exploiting these emotions, and then dwell on how such regulations are absent from the Magic market.

Once again, I want to thank Jarrod Ator (@jarrodator) for his ongoing dialogue and inspiration to write on this topic.

The Volatility Index

When I visit CNBC’s landing page, the top banner contains the most popularly tracked indexes in the United States: the Dow Jones Index, the S&P 500, the NASDAQ, and the Russel 2K. But furthest to the right is something that doesn’t quite fit in with the rest.

When market volatility increases or decreases, it is displayed via the Volatility Index, or VIX for short. This index is designed to track S&P 500 volatility via an elaborate calculation; most investors simply refer to the VIX as the “fear gauge” because it has become a proxy for market volatility.

Often (but not always), when there’s a monumental event that triggers a market sell-off, this index will spike double-digit percentage points. Conversely, when the market barely moves or gradually climbs higher over the course of a few days or weeks, you’ll see the VIX drop. Many experienced traders have tried to develop correlations between the Volatility Index and the near-term moves in the stock market.

One can also trade volatility via a number of complex financial instruments. This is beyond the scope of this article, however.

It should come as no surprise that no such “fear index” exists for Magic cards. There is no way to track market volatility in as quantifiable a fashion. The only method I can think of involves reviewing MTG Stocks’ website on a daily basis and tracking how many cards have moved by at least some percentage. The more cards that are moving drastically, the higher the Magic “volatility index” would become.

The lack of a trackable “volatility index” in the Magic market has implications. For stocks, the VIX serves a few key purposes. According to Investopedia:

  • Stock market volatility is generally associated with investment risk; however, it may also be used to lock in superior returns.
  • Volatility is most traditionally measured using the standard deviation, which indicates how tightly the price of a stock is clustered around the mean or moving average.
  • Larger standard deviations point to higher dispersions of returns as well as greater investment risk.

Put simply, the VIX helps investors determine the current risk/reward landscape of the stock market. It also indicates how much stock prices are deviating from their recent prices.

With Magic cards, there is no easy way to examine these factors with a calculation. Unless you’ve been tracking card prices continuously over the course of a few months, you may not realize how much volatility is present in the market. We notice when buyouts occur, but beyond that, it’s hard to determine what risks and rewards are in the market.

As a tangible example, let’s refer to Wyluli Wolf, which supposedly jumped 51.67% yesterday. Last week I talked about how this pricing method is less robust than pricing methodology in the stock market. But pushing that aside, I would expect such a high spike on this trivial card is uncharacteristic. Therefore, the associated “volatility” would be high—I anticipate this card to drop significantly in the near future so that its price moves closer to its moving average.

There was an error retrieving a chart for Wyluli Wolf

If there was an obvious volatility measure, it would indicate the greater risk now associated with this card. But this doesn’t exist. Therefore, prospective investors may see the “spike” and react emotionally without realizing the risk they are taking on.

This example is trivial, but the concept can be generalized to the entire Magic market. When the Old School market blew up, the volatility index would have soared. If we had that index, we’d also be able to use it to determine when the sell-off in the overheated Old School market would be nearing its end.

When a big reprint set is announced, card prices tend to drop rapidly. A fear index could have helped indicate when the sell-off became overdone and prices are bottoming.

A lack of volatility index is a lack of information for traders and investors. We are left to evaluate risk and reward on our own accord—this is suboptimal to say the least!

Big Fish and Transparency

Major transactions by big-time stock investors have to be reported on a quarterly basis. When someone like Warren Buffett makes such transactions, people notice. Recently, his company Berkshire Hathaway revealed a new stock position in Kroger. This is an understatement—he revealed a gigantic position in Kroger stock: 18.9 million shares to be exact! At market close on Feb 14, Kroger’s stock was valued at nearly $30. Therefore Berkshire’s stock purchase equates to $567 million.

Knowing Buffett’s investment strategy, we can infer that he perceived there to be value in Kroger stock at its current price. The supermarket chain had been struggling recently—the stock is down about 25% from its 2016 high. Maybe he anticipates a turnaround or a bottoming of the stock. One thing is certain: Kroger’s stock is perceived to be cheap relative to its earnings potential in the coming years.

Before I transition to Magic, I want to note a few things. First, observe that Kroger’s current market cap (stock price times number of shares) is $22.6 billion. Therefore, Berkshire Hathaway now owns 2.5% of Kroger stock! Second, this significant position was acquired over the past quarter without notice—it’s a good thing Berkshire is required to disclose these purchases, because otherwise, we may never know such share concentration was taking place.

Big fish in the stock market have to be transparent with their big transactions. Does the SEC have such rules for Magic cards? Of course not! What would happen if someone bought up 2.5% of the market’s supply of a given Magic card? The price would jump significantly!

For example, when someone bought up all the Pyramids, it triggered a major (still-sustained) price increase. As a U2, there are 20,500 copies of Pyramids in existence. To purchase 2.5%, one would need to buy over 500 copies—I don’t think one could even find 500 copies for sale in the U.S., at least not at any given point in time.

There was an error retrieving a chart for Pyramids

In the case of Pyramids, we’re fortunate that the person doing the buyout was vocal about their actions. This isn’t always the case. Should someone decide to buy 2.5% of the market supply of a given card—especially a Reserved List card—they could do so, influence the price drastically, and do so completely anonymously. There are no rules in place requiring such purchases need to be disclosed.

This lack of oversight further fuels the prone nature of market buyouts and panic-buying. Last week we learned how easy it is to artificially manipulate a card’s price. This week we’re learning that large positions in a stock needs to be disclosed publicly, but no similar oversight exists in the Magic market. Therefore, not only is it easy to manipulate a card’s price, it can also be done anonymously without legal ramifications.

Suddenly we can see how such an opportunity could entice big fish with deep pockets. And with the lack of transparency, we can understand how easily emotions take over, creating a fear of missing out (FOMO) when prices start to climb. If I see that Pyramids are disappearing from the market, I have no way of knowing who is doing the buying and how many copies they’re buying. All I see is that copies are disappearing, I don’t know if they’ll return to the market, and so I may decide to buy copies immediately in case they spike even higher.

Thus, buyouts are easily cascaded due to fear. If only there was a measure for this “fear” to warn buyers of the risk they’re taking!

Wrapping It Up

Emotions are part of the human condition; they will always interfere with investing where common sense and numbers should reign. But there are measures in place in the stock market to try and help make these emotions more transparent and quantified. The Volatility Index, or VIX, is a measure of market “fear”, and it is useful when evaluating the current risk/reward proposition of the stock market.

Without such a measure in the Magic market, we’re left to our own devices when determining how stable the market is at any given time. If there’s a wave of buyouts, or if a reprint set starts hitting card prices, we have to constantly monitor prices to determine when they may stabilize. Without this transparency, fear can run rampant and unchecked, unbeknownst to investors.

This fear cannot easily be preyed upon in the stock market by the big fish—many have to disclose significant transactions. Warren Buffett’s Berkshire Hathaway can’t quietly accumulate a few percent of a given stock. It would be illegal for them not to disclose such a transaction.

With Magic cards, there are no such laws. Someone with deep pockets could quietly (or overtly) purchase 3% of the market’s supply of a card, and there are no laws to regulate such transactions. Given how easy it is to manipulate card prices, you can see how this could trigger FOMO and lead to wild oscillations in price.

Actually, we’re fortunate more investors with deep pockets aren’t active in the Magic market. Should a few Wall Street buffs suddenly decide to make Magic an alternate investment in their portfolio, it could devastate a portion of the Magic market. Magic can’t handle multi-million dollar positions like the stock market can. It’s not cut out for that.

Once again, these fundamental differences between stocks and Magic cards have far-reaching implications. That doesn’t mean one shouldn’t consider an investment in Magic. I’m just ensuring prospective buyers are fully aware of the Wild West landscape that is the reality of Magic card investing.

Buyer (and seller) beware!

…

Sigbits

  • After tumbling a long ways, Nether Void may finally be bottoming. It’s at the top of Card Kingdom’s hotlist, with a $270 buy price. Lightly played copies had been selling for as low as $350 recently, so that buy/sell spread is tightening, indicating the price may stabilize at last.
  • For a while, the FtV foil version of Mox Diamond was trending in step with the Stronghold But recently, Card Kingdom’s hotlist has seen these two prices diverge a bit. The foil printing carries a $235 buy price whereas the original version now buylists for $180. Both are on Card Kingdom’s hotlist, but it’ll be interesting to see how this trend unfolds over the coming year.
  • The top Masterpiece card on Card Kingdom’s hotlist remains Misty Rainforest, with a buy price of $190. They probably pay more on other Masterpieces (Sol Ring and Mana Crypt come to mind). But as far as the hotlist goes, Misty Rainforest takes the prize. Perhaps Wizards is seeing more demand for these at their current price point, whereas volume may have slowed down on the most expensive Masterpieces.

 

Feb ’20 Brew Report: Together Forever

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Happy Valentine's Day, Nexus readers! While I know this holiday can be a controversial one, today I'll invite you to set aside your differences (or crippling loneliness, or whatever) and join me in celebrating the strong bonds between some of the most eligible decks of the year. As Modern again finds its footing, the format is playing home to a myriad of novel strategies and neat twists on old favorites. Behold, the betrothed!

Does Every Rose Have Its Thorn?

Bant Stoneblade is one of the unlikely winners after Modern's recent shakeups, its niche opened up now that Simic Urza no longer executes its overarching midrange gameplan more effectively and reliably.

Bant Stoneblade, SWARM_OF_MATS (4-1, Modern Preliminary #12081600)

Creatures

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

Planeswalkers

1 Elspeth, Sun's Nemesis
2 Jace, the Mind Sculptor
2 Teferi, Time Raveler

Artifacts

4 Arcum's Astrolabe
1 Batterskull
1 Sword of Feast and Famine

Instants

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

Sorceries

2 Supreme Verdict

Lands

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

Sideboard

2 Ashiok, Dream Render
2 Blood Moon
2 Disdainful Stroke
2 Kor Firewalker
1 Mystical Dispute
2 Rest in Peace
2 Timely Reinforcements
2 Veil of Summer

This build seems to be where most players are settling, with namesake Stoneforge Mystic the proverbial "thorn" in an otherwise unremarkable Bant midrange deck. Ice-Fang Coatl is a flexible role-player enabled by Arcum's Astrolabe, able to trade with menacing threats while cantripping or just carry a Sword to victory itself. And since Astrolabe makes the mana so good, palpitation-inducing packages like Blood Moon are available from the sideboard.

Bant Bladeless, SOULSTRONG (3-2, Modern Preliminary #12081619)

Creatures

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

Planeswalkers

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

Artifacts

4 Arcum's Astrolabe

Instants

2 Cryptic Command
3 Force of Negation
3 Mana Leak
3 Opt
4 Path to Exile

Sorceries

2 Supreme Verdict
1 Timely Reinforcements

Lands

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

Sideboard

1 Timely Reinforcements
2 Ashiok, Dream Render
2 Blood Moon
1 Celestial Purge
2 Disdainful Stroke
1 Kor Firewalker
1 Mystical Dispute
2 Rest in Peace
2 Veil of Summer
1 Wrath of God

And here's the same deck, minus the Stoneforge! SOULSTRONG told himself the Ice-Fangs and Astrolabes were great, but was less impressed by the deck's corest component. So in come extra copies of Uro, Titan of Nature's Wrath. 6/6 is no joke in Modern, and plenty of decks this month have discovered that the slightly overpriced front-side of this Titan is well worth the Big Late-Game Energy it furnishes down the road. We haven't seen the last of this primordial cupid....

Confection Collection

Collected Company has long been paired with another instant or sorcery in a deck otherwise stocked full of creatures—Chord of Calling, Eldritch Evolution, and others have all seen their day. As players' love for the four-drop seems to know no bounds, today we'll welcome a couple of its newer mistresses into the fold.

Once Collected, XAKX47X (3-2, Modern Preliminary #12081600)

Creatures

3 Anafenza, Kin-Tree Spirit
3 Birds of Paradise
4 Giver of Runes
4 Heliod, Sun-Crowned
4 Kitchen Finks
4 Noble Hierarch
4 Ranger-Captain of Eos
4 Spike Feeder
1 Viscera Seer
1 Walking Ballista

Instants

4 Collected Company
4 Once Upon a Time

Lands

1 Forest
1 Godless Shrine
2 Horizon Canopy
2 Marsh Flats
1 Overgrown Tomb
2 Plains
3 Razorverge Thicket
2 Temple Garden
2 Verdant Catacombs
4 Windswept Heath

Sideboard

2 Auriok Champion
2 Damping Sphere
1 Gideon, Ally of Zendikar
2 Mirran Crusader
3 Path to Exile
3 Thoughtseize
2 Veil of Summer

Once Collected, Forever Protected, as the saying goes. XAKX47X took this just-invented expression to heart, complimenting his trusty set of Companies with the cantrip that's got every faithful Modern die-hard gazing after it longingly as the dallying dude from that meme, including yours truly. Once ensures early-game curves loaded up with the right mix of mana dorks and payoffs, a balance now supremely tweak-able depending on the opponent—in postboard games against Jund, for instance, pilots can dig for extra dorks to replace the first one, which is almost certainly dead on arrival, or just Giver of Runes, a one-mana handful for any spot-removal deck.

Collected Blink, ANTOINE57437 (1st, Modern Challenge #ANTOINE57437)

Creatures

1 Charming Prince
3 Eternal Witness
1 Fiend Hunter
4 Flickerwisp
3 Giver of Runes
2 Kitesail Freebooter
2 Knight of the Reliquary
1 Scavenging Ooze
4 Tidehollow Sculler
2 Wall of Omens
4 Wasteland Strangler

Artifacts

4 Aether Vial

Instants

4 Collected Company
4 Ephemerate
1 Once Upon a Time

Lands

1 Bojuka Bog
1 Field of Ruin
1 Godless Shrine
1 Horizon Canopy
3 Marsh Flats
1 Overgrown Tomb
1 Razorverge Thicket
1 Snow-Covered Forest
2 Snow-Covered Plains
1 Snow-Covered Swamp
1 Temple Garden
2 Verdant Catacombs
4 Windswept Heath

Sideboard

2 Auriok Champion
2 Aven Mindcensor
1 Collector Ouphe
1 Eldritch Evolution
2 Gaddock Teeg
1 Kambal, Consul of Allocation
1 Phyrexian Revoker
2 Plague Engineer
1 Sin Collector
2 Veil of Summer

Modern Challenge winner ANTOINE57437 skipped over Once in favor of Ephemerate in Collected Blink. Well, not entirely; the card may well be too good not to include, as evinced by the single copy that did make the cut! More of a Blink deck that splashes Company, Collected Blink features the usual Blink suspects, including the Wasteland Strangler and Tidehollow Sculler package and a staple, recurring Black Lotus effect in Aether Vial. Even when it's scooping up the deck's one- and two-drops, Collected Company finds plenty of high-value targets in this build, including hosers like Kambal, Consul of Allocation and Gaddock Teeg after siding.

Flirting With Death

It wouldn't be a Modern Brew Report without a couple of graveyard decks, and February is certainly delivering on that front.

Hollow Ox, KANM_H (5-0)

Creatures

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

Enchantments

3 Underworld Breach

Instants

4 Lightning Bolt

Sorceries

4 Burning Inquiry
3 Cathartic Reunion
4 Goblin Lore

Lands

4 Forgotten Cave
13 Mountain
2 Snow-Covered Mountain

Sideboard

1 Anger of the Gods
3 Blood Moon
3 Dragon's Claw
4 Leyline of the Void
2 Rampaging Ferocidon
2 Shattering Spree

Faithless Looting may be gone, but Hollow Ox has a plan regarding how to revitalize the neutered Hollow Phoenix decks of old. First up is Ox of Agonas, replacing Bedlam Reveler as a restocking top-end threat; Ox cares not for the type of card in the graveyard, rewarding "bad" Burning Inquiry loots and turning the card into a velocity granter extraordinaire. It's also exactly the card pilots want in the graveyard, since that's where it can be cast from for escape.

Fueling Ox best is Underworld Breach, a Yawgmoth's Will of sorts for the deck's draw power. Topdecking Breach in the mid-game lets pilots recast their Inquiries and Reunions at will, helping locate and bin Ox only to drop it in play for even more card advantage. Rampaging Ferocidon from the sideboard joins Flameblade Adept and Runaway Steam-Kin as plans that persevere in sickness, health, and through Rest in Peace.

Assault Loam, LANTEROR (28th, Modern Challenge #12086268)

Creatures

4 Elvish Reclaimer
3 Simian Spirit Guide

Planeswalkers

4 Wrenn and Six

Artifacts

4 Ensnaring Bridge

Enchantments

1 Molten Vortex
4 Seismic Assault

Instants

2 Abrade
2 Magmatic Sinkhole

Sorceries

3 Anger of the Gods
3 Life from the Loam

Lands

4 Arid Mesa
1 Blast Zone
2 Field of Ruin
1 Field of the Dead
1 Forest
4 Forgotten Cave
1 Ghost Quarter
6 Mountain
1 Sheltered Thicket
1 Snow-Covered Forest
1 Snow-Covered Mountain
3 Stomping Ground
4 Wooded Foothills

Sideboard

1 Magmatic Sinkhole
2 Chandra, Awakened Inferno
3 Collector Ouphe
2 Force of Vigor
3 Ravenous Trap
1 Sorcerous Spyglass
3 Tireless Tracker

Then there's this unique take on Assault Loam, which seems cognizant of the deck's positioning as a tad too slow to play the game it wants to in Modern. The solution? A playset of Ensnaring Bridge to slow down those faster aggro-combo strategies if not beat them outright. Sped into via Simian Spirit Guide, Bridge can stop assaults in their tracks as early as turn two. Wrenn and Six and Elvish Reclaimer are on-theme Plan B's should opponents find ways of quelling the Assault-Loam strategy, such as with Surgical Extraction; Tireless Tracker and Chandra, Awakened Inferno also make appearances as totally new angles of attack.

The Fairly Odd Couple

The next two decks share only their quirkiness, which us high school graduates know can be more than enough to excuse a courtship.

Spark Double Skred, CHERRYXMAN (5-0)

Creatures

4 Spark Double
4 Tarmogoyf
4 Ice-Fang Coatl
2 Uro, Titan of Nature's Wrath

Planeswalkers

4 Garruk Relentless
3 Wrenn and Six

Artifacts

4 Arcum's Astrolabe

Enchantments

2 Blood Moon

Instants

4 Lightning Bolt
3 Once Upon a Time
1 Shadow of Doubt
4 Skred

Sorceries

1 Repudiate // Replicate

Lands

4 Misty Rainforest
4 Prismatic Vista
2 Scalding Tarn
2 Snow-Covered Forest
2 Snow-Covered Island
1 Snow-Covered Mountain
1 Steam Vents
1 Stomping Ground
3 Wooded Foothills

Sideboard

1 Uro, Titan of Nature's Wrath
2 Blood Moon
4 Grafdigger's Cage
1 Spell Snare
3 Tireless Tracker
3 Veil of Summer
1 Weather the Storm

It may cost twice as much as Phantasmal Image, but Spark Double has the benefit of being able to copy planeswalkers and get around the legend rule. Although this nuance has never led to its play before, Spark Double Skred makes great use of the four-drop by flexing just how impactful it can be to have two of the same planeswalker on board ticking up or down with shared goals. Once the mana's online, it can't even be so bad to copy the lowly Ice-Fang Coatl, which nonetheless cantrips and leaves behind a deathly blocker for our trouble, or just fat-ass Tarmogoyf, who appears to be experiencing a resurgence this month with all the wonky card types running around.

Similarly, Tireless Tracker appears ever-popular as a boarded Plan B these days, with Veil of Summer also claiming hella spots across the board as an all-purpose answer to "your stuff" in the majority of interactive matchups.

Lazav Titans, LANNYNYNY (5-0)

Creatures

4 Lazav, the Multifarious
4 Kroxa, Titan of Death's Hunger
2 Uro, Titan of Nature's Wrath

Planeswalkers

2 Liliana of the Veil

Artifacts

4 Arcum's Astrolabe

Instants

4 Once Upon a Time
1 Assassin's Trophy
4 Fatal Push
1 Kolaghan's Command
2 Stubborn Denial
4 Thought Scour

Sorceries

3 Inquisition of Kozilek
3 Thoughtseize

Lands

1 Blood Crypt
2 Overgrown Tomb
4 Polluted Delta
2 Scalding Tarn
1 Snow-Covered Forest
1 Snow-Covered Island
1 Snow-Covered Mountain
1 Snow-Covered Swamp
1 Steam Vents
1 Stomping Ground
2 Verdant Catacombs
2 Watery Grave
3 Wooded Foothills

Sideboard

1 Stubborn Denial
2 Ancient Grudge
1 Ashiok, Dream Render
1 Damping Sphere
4 Leyline of the Void
1 Lightning Axe
2 Mystical Dispute
1 Unmoored Ego
2 Veil of Summer

I told you we hadn't seen the last of Uro, Titan of Nature's Wrath! Both these decks run it, but neither as deliberately as Lazav Titans, whose creature suite paints a plain picture of its devious aspirations: front-end or otherwise put a Titan into the graveyard (such as with Scour, Liliana, or Lazav's random mill), then copy it for its "cheating" price with Lazav, the Multifarious. Once Lazav is big and strong, Stubborn Denial can protect it from removal as it lays the smack down, Project Pat voice.

There's no way to start any fairytale romance like Once Upon a Time, which naturally slots in here as a way to find Lazav or one of its Titan role models and set up the gameplan quickly. In the meantime, though, Jund's classic discard suite of 3 Inquisition, 3 Thoughtseize, coupled with a full 4 Fatal Push, should keep enemies at bay.

Valentine's is often a snowy holiday here in Montreal; Lazav Titan is ready for summer, though, running not a single snow synergy to go along with Arcum's Astrolabe. Rather, the egg earns its place purely based on its color-converting capabilities, which speaks to how incredibly strong it is even as a mana filter. And in the sideboard, again with the Tracker-Veil-Moon package! Blood Moon seems mostly employed right now as a way to mess with Amulet Titan, even by color-intensive decks, although as David noted earlier this week, Ashiok, Dream Render (which too makes an appearance in the sideboard) is starting to catch on as a more deliberate Primeval Titan answer.

My Heart Still Beats On

Modern's future has been uncertain as of late, with many potential threats to its continued existence causing players to question the format's long-term viability. But if these lists are any indication, its pulse remains Kimye-strong. Tune in soon to find out what else won my affection this month!

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