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Speaker:
You're listening to the MTG sold
weekly podcast.

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Speaker:
This is the week of June eighth

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Speaker:
to June fourteenth, twenty

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Speaker:
twenty six.

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Speaker:
Hey everyone.

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Speaker:
Revenue is down this week seven
hundred and seventy two K on

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Speaker:
five thousand seven hundred and
sixty units off about twenty two

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Speaker:
percent from last week's million
dollar print, but units only

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Speaker:
dipped around three percent.

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Speaker:
The entire revenue decline is

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Speaker:
one product the Marvel

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Speaker:
Superheroes Collector Booster

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Speaker:
display.

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Speaker:
It went from seven hundred and

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Speaker:
seven units last week to two

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Speaker:
hundred and seventy four this

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Speaker:
week.

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Speaker:
That single SKU accounts for

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Speaker:
nearly all of the missing two

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Speaker:
hundred and twenty K. The rest

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Speaker:
of the market was basically

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Speaker:
flat.

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Speaker:
Daily flow was stable for once.

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Speaker:
No mayhem spikes, no weird
outlier days.

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Speaker:
Monday through Friday ranged
from eight hundred and twenty

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Speaker:
eight units to one thousand two
hundred and twenty three units,

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Speaker:
and the weekend tapered to the
seven hundred and seventy to the

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Speaker:
eight hundred and thirty range.

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Speaker:
A normal week.

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Speaker:
I like normal weeks.

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Speaker:
They're easier to read.

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Speaker:
All right.

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Speaker:
The Marvel story evolved
significantly.

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Speaker:
Three of my watch items dropped

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Speaker:
off the board entirely, and the

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Speaker:
Chocobo bundle finally broke

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Speaker:
out.

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Speaker:
Let me get into it.

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Speaker:
So jumping into the headlines,
Marvel the crunch spread.

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Speaker:
Last week I said if the

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Speaker:
collector boosted display

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Speaker:
average quantity drop below two

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Speaker:
hundred while sell through held

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Speaker:
the product Reprices upward

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Speaker:
average quantity dropped to one

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Speaker:
hundred and seventy eight point

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Speaker:
eight.

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Speaker:
Sell through stayed above a
ratio of one point zero at one

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Speaker:
point five three, and the volume
weighted average price jumped

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Speaker:
four hundred and sixty nine
dollars to five hundred and nine

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Speaker:
dollars, a clean eight point
five percent move.

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Speaker:
That prediction played out
exactly, but the more

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Speaker:
interesting development is what
happened around it.

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Speaker:
The crunch was not just a
collector boosters anymore.

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Speaker:
It spread across the entire
Marvel product line.

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Speaker:
Seven products posted sell
through above a ratio of one

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Speaker:
point oh this week.

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Speaker:
Seven.

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Speaker:
Let me just run them through

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Speaker:
them quickly because of the

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Speaker:
scope of.

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Speaker:
This is pretty unusual.

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Speaker:
One.

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Speaker:
So the jumpstart booster display
sell through around ratio of

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Speaker:
around two point seven six.

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Speaker:
Supply down around fifty five
percent.

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Speaker:
Average quantity collapsed to
sixty eight.

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Speaker:
This is the hottest product in

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Speaker:
the data this week by absorption

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Speaker:
rate.

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Speaker:
Next, the Avengers assemble
commander deck.

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Speaker:
Sell through ratio of around two
point three six.

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Speaker:
Supply down around fifty four
percent two hundred and two.

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Speaker:
Units moved at sixty six dollars
fifty one cents.

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Speaker:
The Doom prevails.

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Speaker:
Commander deck sell through

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Speaker:
ratio of about two point three

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Speaker:
one.

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Speaker:
Supply down around thirty nine
percent.

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Speaker:
Two hundred and thirty units at
one hundred and one dollars

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Speaker:
fifty two cents.

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Speaker:
Fantastic four commander deck

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Speaker:
sell through ratio of one point

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Speaker:
eight nine supply, down forty

85
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Speaker:
three percent.

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Speaker:
The Marvel Gift bundle sell

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Speaker:
through ratio of one point six

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Speaker:
six supply collapsed sixty one

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Speaker:
percent.

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Speaker:
Sellers halved from twelve point

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Speaker:
five to six and the price did

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Speaker:
not.

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Speaker:
It just didn't move.

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Speaker:
It detonated.

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Speaker:
Volume.

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Speaker:
Weighted volume.

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Speaker:
Weighted average price of ninety

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Speaker:
six dollars eighty five cents to

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Speaker:
one hundred and thirty dollars

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Speaker:
sixteen cents.

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Speaker:
This is a thirty four point four
single week price increase at

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Speaker:
twenty nine point six average
quantity and six sellers.

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Speaker:
This product is nearly extinct
on TCG player and the collector

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Speaker:
booster display sell through of
ratio of one point five three.

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Speaker:
Average quantity one hundred and
seventy eight point eight.

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Speaker:
Price up eight point five
percent.

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Speaker:
As mentioned, this is the Marvel

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Speaker:
Collector booster display and

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Speaker:
the.

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Speaker:
Wanda.

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Speaker:
Oh, sorry, Wanda.

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Speaker:
The Wakanda Forever Commander
deck sell through of about one

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Speaker:
point four two supply down
around twenty four percent.

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Speaker:
The play booster display is the
one that did not make the sell

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Speaker:
through ratio above the one
point oh list, but it's close at

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Speaker:
zero point nine one.

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Speaker:
And here's what's interesting
about it.

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Speaker:
Supply grew forty nine percent
to eight hundred and nine.

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Speaker:
Average quantity and sellers
grew thirty two percent.

120
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Speaker:
This is the Marvel play
boosters, by the way, a massive

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Speaker:
restock wave landed on the plate
boosters and the sell through

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Speaker:
was still zero point nine one.

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Speaker:
So again, that's still positive.

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Speaker:
Demand almost kept up with the

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Speaker:
forty nine percent supply

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Speaker:
increase and price held at the

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Speaker:
one hundred and thirty five

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Speaker:
dollars and seventy six

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Speaker:
essentially flat.

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Speaker:
So the picture is distributors
restock the play booster

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Speaker:
aggressively and demand nearly
absorbed all of it.

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Speaker:
Meanwhile, everything else in

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Speaker:
the Marvel product line is

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Speaker:
draining faster than it can be

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Speaker:
replenished.

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Speaker:
The Commander Dex in particular,
are moving at two hundred units

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Speaker:
per week, each with supply pools
enough eighty five to one

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Speaker:
hundred and fifty range.

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Speaker:
That math does not work out for
more than a few weeks.

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Speaker:
I said last week that if the
sell through stayed above two

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Speaker:
point zero on the collector
boosters on the collector

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Speaker:
boosters, volume weighted
average price could accelerate

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Speaker:
sell through dropped from three
point zero to one point five as

144
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Speaker:
the restock hit, but the price
moved anyway because the restock

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Speaker:
was not enough.

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Speaker:
The question for next week is

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Speaker:
whether a second restock wave is

148
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Speaker:
coming.

149
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Speaker:
If it is, the collector booster
might stabilize in the five

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Speaker:
hundred to five ten range.

151
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Speaker:
If it's not, five fifty is in
play and now jumping in to last

152
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Speaker:
week's call outs.

153
00:05:20,149 --> 00:05:22,310
Speaker:
The Chocobo bundle finally broke
out.

154
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Speaker:
Volume weighted average price at
two hundred and forty one

155
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Speaker:
dollars to two hundred and
seventy eight dollars, a fifteen

156
00:05:27,949 --> 00:05:29,709
Speaker:
point five percent move.

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Speaker:
I've been tracking this product
for three weeks now.

158
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Speaker:
Seller count crossed below fifty
two weeks ago and supply thin

159
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Speaker:
steadily and the price sat flat
waiting for a catalyst.

160
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Speaker:
This week the catalyst showed
up.

161
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Speaker:
Thirty four units moved at two

162
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Speaker:
hundred and seventy eight

163
00:05:43,910 --> 00:05:44,589
Speaker:
dollars.

164
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Speaker:
Volume weighted average price.

165
00:05:46,389 --> 00:05:48,029
Speaker:
Supply held flat at ninety six

166
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Speaker:
dollars and sellers actually

167
00:05:49,870 --> 00:05:51,209
Speaker:
ticked up slightly to forty

168
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Speaker:
seven.

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Speaker:
Some new entrants at the higher
price sell through ratio is

170
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Speaker:
sitting at zero point three five
on a stable supply base.

171
00:05:59,670 --> 00:06:02,910
Speaker:
The move looks real and not just
thin liquidity noise.

172
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Speaker:
Moving on with last week's
callouts, Districts Haven Bundle

173
00:06:08,550 --> 00:06:12,189
Speaker:
did not find a floor at forty
nine dollars volume weighted

174
00:06:12,189 --> 00:06:15,089
Speaker:
average price dropped another
ten percent to forty four

175
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Speaker:
dollars eleven cents.

176
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Speaker:
Supply grew twenty six percent
to three hundred and ninety one.

177
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Speaker:
Sellers grew twelve percent.

178
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Speaker:
I flagged this as a question two

179
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Speaker:
weeks ago, and the answer is

180
00:06:25,490 --> 00:06:27,050
Speaker:
clear now forty nine dollars was

181
00:06:27,050 --> 00:06:28,490
Speaker:
not support.

182
00:06:28,490 --> 00:06:32,529
Speaker:
The product is still in a supply
build price decline cycle.

183
00:06:32,529 --> 00:06:35,769
Speaker:
Sell through is actually decent
at zero point three four.

184
00:06:35,769 --> 00:06:37,050
Speaker:
So demand exists.

185
00:06:37,050 --> 00:06:40,730
Speaker:
It's just being outrun by new
listings at this point.

186
00:06:40,730 --> 00:06:41,970
Speaker:
This bottoms out when the price

187
00:06:41,970 --> 00:06:43,209
Speaker:
gets cheap enough that sellers

188
00:06:43,209 --> 00:06:45,170
Speaker:
stop bothering to list maybe

189
00:06:45,170 --> 00:06:45,930
Speaker:
forty dollars.

190
00:06:45,930 --> 00:06:46,730
Speaker:
Is that level?

191
00:06:46,730 --> 00:06:47,649
Speaker:
Maybe not.

192
00:06:49,730 --> 00:06:51,610
Speaker:
Lorwyn blight curse.

193
00:06:51,610 --> 00:06:54,970
Speaker:
I've been tracking this product
for four weeks now.

194
00:06:54,970 --> 00:06:56,889
Speaker:
The trajectory minus thirteen

195
00:06:56,889 --> 00:06:58,610
Speaker:
percent plus fourteen percent,

196
00:06:58,610 --> 00:07:00,730
Speaker:
and now minus twenty four point

197
00:07:00,730 --> 00:07:02,209
Speaker:
six percent.

198
00:07:02,209 --> 00:07:05,069
Speaker:
Volume weighted average price
fell thirty two dollars to

199
00:07:05,069 --> 00:07:08,730
Speaker:
twenty four dollars twenty seven
cents on sixty six units across

200
00:07:08,730 --> 00:07:10,170
Speaker:
thirty two orders.

201
00:07:10,170 --> 00:07:14,170
Speaker:
Bulk buying at discount supply
is still at an average of four

202
00:07:14,170 --> 00:07:17,959
Speaker:
hundred and thirteen and Selter
improved to a ratio of zero

203
00:07:17,959 --> 00:07:20,800
Speaker:
point one six, which is the
actual which is actually the

204
00:07:20,800 --> 00:07:22,639
Speaker:
highest it's ever been.

205
00:07:22,639 --> 00:07:25,160
Speaker:
But the price collapsed because
someone cleared out the cheap

206
00:07:25,160 --> 00:07:27,199
Speaker:
end of the order book.

207
00:07:27,199 --> 00:07:28,600
Speaker:
This product has been a

208
00:07:28,600 --> 00:07:30,199
Speaker:
volatility story, not a trend

209
00:07:30,199 --> 00:07:31,879
Speaker:
story, and this week confirms

210
00:07:31,879 --> 00:07:32,720
Speaker:
it.

211
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Speaker:
I'm gonna try.

212
00:07:33,439 --> 00:07:34,480
Speaker:
I'm gonna stop tracking it

213
00:07:34,480 --> 00:07:36,199
Speaker:
weekly unless the supply picture

214
00:07:36,199 --> 00:07:37,800
Speaker:
changes, because the structural

215
00:07:37,800 --> 00:07:39,439
Speaker:
oversupply has not moved in a

216
00:07:39,439 --> 00:07:40,360
Speaker:
month.

217
00:07:40,360 --> 00:07:44,500
Speaker:
And finally, for the last of the
call outs from last week, the

218
00:07:44,500 --> 00:07:48,759
Speaker:
avatar booster collector booster
display, the foundation's

219
00:07:48,759 --> 00:07:51,920
Speaker:
collector booster display, and
the Doctor Who commander deck

220
00:07:51,920 --> 00:07:55,079
Speaker:
display all dropped out of the
cohort this week.

221
00:07:55,079 --> 00:07:57,720
Speaker:
Three of my five watch items
went silent.

222
00:07:57,720 --> 00:08:00,680
Speaker:
This is the same pattern as
Commander Masters and Lost

223
00:08:00,680 --> 00:08:02,319
Speaker:
Caverns a few weeks ago.

224
00:08:02,319 --> 00:08:06,240
Speaker:
Volume drops below the reporting
threshold and data goes dark.

225
00:08:06,240 --> 00:08:08,279
Speaker:
None of these are confirmed dead
or confirmed stable.

226
00:08:08,279 --> 00:08:09,800
Speaker:
They're just quiet.

227
00:08:09,800 --> 00:08:12,959
Speaker:
I will keep checking the raw
numbers when I can, but I can't

228
00:08:12,959 --> 00:08:14,959
Speaker:
follow up in the podcast until
they generate enough

229
00:08:14,959 --> 00:08:17,079
Speaker:
transactions to reappear.

230
00:08:17,079 --> 00:08:17,399
Speaker:
All right.

231
00:08:17,399 --> 00:08:19,139
Speaker:
And that finishes out our caller
from last week.

232
00:08:19,139 --> 00:08:22,139
Speaker:
We're going to shift over to
some geography call outs.

233
00:08:22,139 --> 00:08:24,540
Speaker:
Um this week this one is worth
noting.

234
00:08:24,540 --> 00:08:28,180
Speaker:
Uh, last week Washington state
held, uh, it led, I'm sorry, at

235
00:08:28,180 --> 00:08:31,519
Speaker:
eleven point nine percent of
tracked inventory with Seattle

236
00:08:31,519 --> 00:08:34,340
Speaker:
holding eight thousand three
hundred and twenty six units.

237
00:08:34,340 --> 00:08:36,500
Speaker:
This week, Washington dropped to
five percent.

238
00:08:36,500 --> 00:08:39,539
Speaker:
And Seattle is not even in top
ten cities anymore.

239
00:08:39,539 --> 00:08:42,940
Speaker:
California took the lead at ten
point six percent, followed by

240
00:08:42,940 --> 00:08:46,220
Speaker:
Texas at seven point one and
Oregon at six point four.

241
00:08:46,220 --> 00:08:48,080
Speaker:
The top city is now Quebec City

242
00:08:48,080 --> 00:08:50,059
Speaker:
at four hundred, I'm sorry, at

243
00:08:50,059 --> 00:08:51,179
Speaker:
four thousand two hundred and

244
00:08:51,179 --> 00:08:53,000
Speaker:
sixty eight units, followed by

245
00:08:53,000 --> 00:08:55,580
Speaker:
Gahanna, Ohio at two thousand

246
00:08:55,580 --> 00:08:57,700
Speaker:
two hundred and twenty three and

247
00:08:57,700 --> 00:08:59,019
Speaker:
Brooklyn at two thousand and

248
00:08:59,019 --> 00:09:00,299
Speaker:
forty four.

249
00:09:00,299 --> 00:09:03,500
Speaker:
Liberty, Indiana showed up with
number four at one thousand nine

250
00:09:03,500 --> 00:09:05,019
Speaker:
hundred and ninety units.

251
00:09:05,019 --> 00:09:08,340
Speaker:
That is the new entrant into the
city rankings.

252
00:09:10,220 --> 00:09:11,700
Speaker:
Uh, and the Pacific Northwest

253
00:09:11,700 --> 00:09:12,820
Speaker:
combination of Washington,

254
00:09:12,820 --> 00:09:14,500
Speaker:
Oregon and Idaho went from

255
00:09:14,500 --> 00:09:16,100
Speaker:
twenty two percent to seventeen

256
00:09:16,100 --> 00:09:17,539
Speaker:
point one percent of total

257
00:09:17,539 --> 00:09:18,620
Speaker:
supply.

258
00:09:18,620 --> 00:09:20,320
Speaker:
Still significant, but no longer

259
00:09:20,320 --> 00:09:21,679
Speaker:
the dominant, the dominant

260
00:09:21,679 --> 00:09:22,799
Speaker:
block.

261
00:09:22,799 --> 00:09:25,559
Speaker:
The geographic distribution is
spreading out, which generally

262
00:09:25,559 --> 00:09:28,679
Speaker:
means more sellers from more
regions are entering the market.

263
00:09:28,679 --> 00:09:31,600
Speaker:
That tends to correspond to
healthier supply depth.

264
00:09:31,600 --> 00:09:32,480
Speaker:
Long term.

265
00:09:33,879 --> 00:09:35,440
Speaker:
Two more things.

266
00:09:35,440 --> 00:09:38,080
Speaker:
The Tarkir Dragon Dragonstorm

267
00:09:38,080 --> 00:09:39,779
Speaker:
Commander Deck Temur War,

268
00:09:39,779 --> 00:09:41,879
Speaker:
quietly posted a delta ratio of

269
00:09:41,879 --> 00:09:43,360
Speaker:
zero point nine five percent

270
00:09:43,360 --> 00:09:45,799
Speaker:
zero point nine five on seventy

271
00:09:45,799 --> 00:09:48,480
Speaker:
one units, with supply dropping

272
00:09:48,480 --> 00:09:50,320
Speaker:
thirty three percent to average

273
00:09:50,320 --> 00:09:52,000
Speaker:
quantity seventy five, and

274
00:09:52,000 --> 00:09:54,080
Speaker:
sellers went down fourteen point

275
00:09:54,080 --> 00:09:55,879
Speaker:
five percent.

276
00:09:55,879 --> 00:09:57,980
Speaker:
That is the same near one point

277
00:09:57,980 --> 00:09:58,960
Speaker:
zero sell through ratio

278
00:09:58,960 --> 00:10:00,120
Speaker:
inflection point.

279
00:10:00,120 --> 00:10:02,639
Speaker:
I flagged Doctor Who uh, at two

280
00:10:02,639 --> 00:10:04,679
Speaker:
weeks ago, and it's on a product

281
00:10:04,679 --> 00:10:05,919
Speaker:
with two point four x. The

282
00:10:05,919 --> 00:10:07,799
Speaker:
volume price only moved two

283
00:10:07,799 --> 00:10:09,240
Speaker:
percent to sixty eight point

284
00:10:09,240 --> 00:10:10,720
Speaker:
five nine.

285
00:10:10,720 --> 00:10:14,820
Speaker:
So the market has not noticed
yet if sell through crosses one

286
00:10:14,820 --> 00:10:17,399
Speaker:
point zero next week, this
becomes one of the tighter

287
00:10:17,399 --> 00:10:22,899
Speaker:
tarkir products and the dusk
more an endless punishment.

288
00:10:22,899 --> 00:10:25,740
Speaker:
Commander deck has a sell
through of zero point seven

289
00:10:25,740 --> 00:10:29,460
Speaker:
three at average quantity thirty
seven point two, down twenty six

290
00:10:29,460 --> 00:10:33,100
Speaker:
percent on supply, with sellers
down twenty three percent.

291
00:10:33,100 --> 00:10:36,639
Speaker:
This product has quietly been
draining for weeks at thirty

292
00:10:36,639 --> 00:10:37,779
Speaker:
seven average quantity.

293
00:10:37,779 --> 00:10:41,120
Speaker:
It is the same territory where
foundations collector booster

294
00:10:41,120 --> 00:10:45,019
Speaker:
was when I started flagging it,
and the sell through is higher

295
00:10:45,019 --> 00:10:48,259
Speaker:
twenty seven units at one
hundred and eighty one volume.

296
00:10:48,259 --> 00:10:49,820
Speaker:
Weighted average price is not a

297
00:10:49,820 --> 00:10:51,740
Speaker:
headline number, but the supply

298
00:10:51,740 --> 00:10:52,860
Speaker:
mechanics are telling a

299
00:10:52,860 --> 00:10:54,379
Speaker:
consistent story.

300
00:10:54,379 --> 00:10:55,620
Speaker:
Alrighty.

301
00:10:55,620 --> 00:11:00,220
Speaker:
Jumping into our last section
segment what to watch next week.

302
00:11:00,220 --> 00:11:01,659
Speaker:
Six things.

303
00:11:01,659 --> 00:11:03,340
Speaker:
Sorry, this is a big week.

304
00:11:03,340 --> 00:11:05,620
Speaker:
One Marvel collector booster

305
00:11:05,620 --> 00:11:07,500
Speaker:
display volume weighted average

306
00:11:07,500 --> 00:11:08,740
Speaker:
price moved to five hundred and

307
00:11:08,740 --> 00:11:09,860
Speaker:
nine dollars.

308
00:11:09,860 --> 00:11:12,340
Speaker:
Average quantity at one hundred
and seventy eight point eight.

309
00:11:12,340 --> 00:11:15,620
Speaker:
Sell through ratio of one point
five three.

310
00:11:15,620 --> 00:11:18,700
Speaker:
The first restock wave arrived
and was not enough.

311
00:11:18,700 --> 00:11:20,059
Speaker:
If a second wave does not land

312
00:11:20,059 --> 00:11:21,419
Speaker:
next week, five fifty is

313
00:11:21,419 --> 00:11:22,460
Speaker:
realistic.

314
00:11:22,460 --> 00:11:24,250
Speaker:
If it does, the product plateaus

315
00:11:24,250 --> 00:11:25,669
Speaker:
in the five hundred to five ten

316
00:11:25,669 --> 00:11:26,529
Speaker:
range.

317
00:11:26,529 --> 00:11:28,970
Speaker:
Either outcome is informative.

318
00:11:28,970 --> 00:11:30,129
Speaker:
Two.

319
00:11:30,129 --> 00:11:32,570
Speaker:
Marvel Commander Dex as a tier.

320
00:11:32,570 --> 00:11:36,610
Speaker:
All four are above the one point
four x sell through ratio.

321
00:11:36,610 --> 00:11:40,590
Speaker:
With supply contracting twenty
four to fifty four percent,

322
00:11:40,590 --> 00:11:44,250
Speaker:
these are the products most
likely to reprice upward.

323
00:11:44,250 --> 00:11:45,649
Speaker:
Next.

324
00:11:45,649 --> 00:11:49,289
Speaker:
Doom prevails at one hundred and
one dollars fifty two cents is

325
00:11:49,289 --> 00:11:52,490
Speaker:
already the most expensive and
moving the most volume two

326
00:11:52,490 --> 00:11:54,250
Speaker:
hundred and thirty units.

327
00:11:54,250 --> 00:11:55,649
Speaker:
If it breaks one hundred and ten

328
00:11:55,649 --> 00:11:56,990
Speaker:
dollars, the other three

329
00:11:56,990 --> 00:11:58,769
Speaker:
probably follow.

330
00:12:00,370 --> 00:12:01,169
Speaker:
Three.

331
00:12:01,169 --> 00:12:04,049
Speaker:
Chocobo bundle at two hundred
and seventy eight dollars.

332
00:12:04,049 --> 00:12:05,490
Speaker:
The breakout happened.

333
00:12:05,490 --> 00:12:08,450
Speaker:
Now the question is whether it
holds or whether new sellers

334
00:12:08,450 --> 00:12:11,370
Speaker:
enter at the higher price and
push it back down.

335
00:12:11,370 --> 00:12:14,490
Speaker:
Seller count taking down from
forty five point six to an

336
00:12:14,490 --> 00:12:18,129
Speaker:
average of forty seven point
one, suggests some new entrants

337
00:12:18,129 --> 00:12:19,610
Speaker:
are already showing up.

338
00:12:19,610 --> 00:12:22,409
Speaker:
If the count stays below fifty
and volume weighted average

339
00:12:22,409 --> 00:12:25,269
Speaker:
price holds above the two
hundred and sixty five dollars

340
00:12:25,269 --> 00:12:30,230
Speaker:
the move is confirmed for strict
save and bundle.

341
00:12:30,230 --> 00:12:31,990
Speaker:
Is forty four dollars the floor?

342
00:12:31,990 --> 00:12:33,590
Speaker:
Or does the supply build?

343
00:12:33,590 --> 00:12:35,389
Speaker:
Keep pushing it lower?

344
00:12:35,389 --> 00:12:38,830
Speaker:
Sell through is still decent at
zero point three four.

345
00:12:38,830 --> 00:12:40,429
Speaker:
If demand absorbs the next batch

346
00:12:40,429 --> 00:12:41,789
Speaker:
of new listings without another

347
00:12:41,789 --> 00:12:43,470
Speaker:
price drop, this may finally

348
00:12:43,470 --> 00:12:44,549
Speaker:
stabilize.

349
00:12:44,549 --> 00:12:45,710
Speaker:
Five.

350
00:12:45,710 --> 00:12:47,769
Speaker:
Timor Raw at zero point nine

351
00:12:47,769 --> 00:12:50,269
Speaker:
five sell through if it crosses

352
00:12:50,269 --> 00:12:52,190
Speaker:
one point zero next week on

353
00:12:52,190 --> 00:12:53,990
Speaker:
similar supply contraction, flag

354
00:12:53,990 --> 00:12:55,029
Speaker:
it.

355
00:12:55,029 --> 00:12:56,389
Speaker:
Takir commander decks have been

356
00:12:56,389 --> 00:12:57,669
Speaker:
under the radar while everyone

357
00:12:57,669 --> 00:12:58,789
Speaker:
watches Marvel.

358
00:13:00,029 --> 00:13:01,750
Speaker:
Six.

359
00:13:01,750 --> 00:13:02,190
Speaker:
Dusk.

360
00:13:02,190 --> 00:13:02,549
Speaker:
Morn.

361
00:13:02,549 --> 00:13:05,110
Speaker:
Endless punishment at thirty
seven point two.

362
00:13:05,110 --> 00:13:06,389
Speaker:
Average quantity.

363
00:13:06,389 --> 00:13:08,149
Speaker:
If it drops below thirty, this

364
00:13:08,149 --> 00:13:09,269
Speaker:
becomes one of the thinnest

365
00:13:09,269 --> 00:13:11,090
Speaker:
commander products on the market

366
00:13:11,090 --> 00:13:12,429
Speaker:
at one hundred and eighty one

367
00:13:12,429 --> 00:13:13,710
Speaker:
dollars volume weighted average

368
00:13:13,710 --> 00:13:15,029
Speaker:
price.

369
00:13:15,029 --> 00:13:18,169
Speaker:
That is a product where supply
scarcity translates to

370
00:13:18,169 --> 00:13:20,269
Speaker:
meaningful price movement fast.

371
00:13:21,750 --> 00:13:22,629
Speaker:
That's it.

372
00:13:22,629 --> 00:13:25,870
Speaker:
Numbers are in the full report
on the article on MTG sold.

373
00:13:25,870 --> 00:13:26,950
Speaker:
See you next week.