1 00:00:00,000 --> 00:00:08,000 You're listening to the MTG Sold Podcast. This is the week of July 20th, 26th, 2026. 2 00:00:08,000 --> 00:00:31,000 [Music] 3 00:00:31,000 --> 00:00:40,000 Welcome back. If you're just looking at the top line numbers on TCG player for July 20th through the 26th, you might think this guy is falling. 4 00:00:40,000 --> 00:00:48,000 Revenue is down about 12% week over a week, but take a breath and let's look at what we're measuring against. 5 00:00:48,000 --> 00:00:55,000 The week prior, we had MagicCon, Amsterdam, the Hobby debut, and the marble pro tour back to back. 6 00:00:55,000 --> 00:01:02,000 Last week, absolute dead air. No major events, just a natural post-high paying over. 7 00:01:02,000 --> 00:01:08,000 The daily line hovered around 1200 units a day, and that's perfectly normal. 8 00:01:08,000 --> 00:01:13,000 The real story isn't the dip. It's where the money is hiding right now. 9 00:01:13,000 --> 00:01:22,000 Between the Hobbit play and the collector displays, they ate up nearly 40% of the entire week's volume, and both of them went up. 10 00:01:22,000 --> 00:01:29,000 Playboosters pushed around $180, and collectors held strong above $830. 11 00:01:29,000 --> 00:01:32,000 The set doesn't even drop until August 14th. 12 00:01:32,000 --> 00:01:39,000 What we're seeing is players aggressively parking their cash and sealed product. They can't even touch for three weeks. 13 00:01:39,000 --> 00:01:46,000 While the in-hand market, the singles you can actually sleeve up today, is bleeding out. 14 00:01:46,000 --> 00:01:56,000 Everyone is hoarding their cash from Middle-Earth. The big test is going to be whether this FOMA holds after the full card galley drops on July 31st. 15 00:01:56,000 --> 00:02:00,000 Let me clean up two mistakes I made on last week's show regarding marble. 16 00:02:00,000 --> 00:02:06,000 First, the GIF bundle. I called that price drop a massive restock, and I was just wrong. 17 00:02:06,000 --> 00:02:11,000 It was a staggered launch that I totally missed on the release calendar. 18 00:02:11,000 --> 00:02:18,000 It hit shelves on July 17th, so that price dropping down to $79 bucks. That was not mass exodus. 19 00:02:18,000 --> 00:02:25,000 That was just a new product, finding its floor. Now that the pre-order crowd has their copies. 20 00:02:25,000 --> 00:02:28,000 Second correction is the marble commanded X. 21 00:02:28,000 --> 00:02:34,000 I mentioned a rumored restock wave that never officially materialized from Wizards. 22 00:02:34,000 --> 00:02:38,000 But looking at our actual supply data, something definitely landed. 23 00:02:38,000 --> 00:02:45,000 Supply on the four regular decks surged, Doom prevails listings alone were up over 30%. 24 00:02:45,000 --> 00:02:50,000 Meanwhile, the surge foil collector additions dried up by about 20%. 25 00:02:50,000 --> 00:02:56,000 And right on cue, the price bleed on those premium decks stopped dead. 26 00:02:56,000 --> 00:03:02,000 Scarcity kicked in. The premium supply shrank and the floor solidified. 27 00:03:02,000 --> 00:03:07,000 Also, if you've been holding out on marble jumpstart, you did the right thing. 28 00:03:07,000 --> 00:03:13,000 Shipping delay bottleneck is officially over. Supply on TCG player tripled in seven days. 29 00:03:13,000 --> 00:03:23,000 The price cooled off to around 153, and the desperate buying frenzy has completely collapsed. 30 00:03:23,000 --> 00:03:27,000 Now let's talk about the weirdest mover of the week. 31 00:03:27,000 --> 00:03:31,000 The Hobbit Seen box, specifically, Treasers of Small. 32 00:03:31,000 --> 00:03:37,000 This thing spiked 35%, jumping from 75 to 101 bucks. 33 00:03:37,000 --> 00:03:43,000 The actual number of boxes sold didn't really change at all, but half the sellers vanished. 34 00:03:43,000 --> 00:03:50,000 You might assume the cheap listings naturally evaporated, except the other Seen box cracked the plates, 35 00:03:50,000 --> 00:03:54,000 lost even more sellers, and the price didn't move a single cent. 36 00:03:54,000 --> 00:03:59,000 It's not a seller exodus, it's the cardboard inside. 37 00:03:59,000 --> 00:04:04,000 Small, the impenetrable is shaping up to be an absolute house in commander. 38 00:04:04,000 --> 00:04:14,000 Players are quietly buying up the sealed boxes to guarantee they get a copy before the single market realizes how broken those treasure tokens energies are going to be. 39 00:04:14,000 --> 00:04:22,000 Last thing before we wrap, older booster boxes are quietly evaporating off the market, 40 00:04:22,000 --> 00:04:31,000 duskborne play displays, foundations, and tarqueer drag and storm, all lost about 30% of their listings last week, 41 00:04:31,000 --> 00:04:35,000 with prices staying flat or drifting slightly up. 42 00:04:35,000 --> 00:04:39,000 Forexia all will be one set boosters did the same thing, which makes sense. 43 00:04:39,000 --> 00:04:44,000 Set boosters are a dead format, so scarcity is naturally kicking in. 44 00:04:44,000 --> 00:04:47,000 But those other three are actively imprinted. 45 00:04:47,000 --> 00:04:56,000 When you see three unrelated in-print sets all drain, 30% of their supply in exactly seven days was zero news, 46 00:04:56,000 --> 00:05:02,000 that usually means big stores are quietly cracking boxes for singles to replenish inventory. 47 00:05:02,000 --> 00:05:07,000 Either that, or someone is orchestrating a very quiet buyout. 48 00:05:07,000 --> 00:05:09,000 Keep an eye on it. 49 00:05:09,000 --> 00:05:16,000 Going into this week, just keep your eyes on those hobbit pre-order prices, post-gallery drop, 50 00:05:16,000 --> 00:05:21,000 and see if that smog box can actually hold a $100 price tag. 51 00:05:21,000 --> 00:05:26,000 And watch to see if those Marvel Pre-Index ever catch a re-stock wave. 52 00:05:26,000 --> 00:05:34,000 That's all I've got today. Catch you next time, for more report on the website at mtgsold.com. Thank you.