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Before we get started, a quick word from today's sponsor, me, I built MTGdeck.build,

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You can try it for free at MTGdeck.build. Again, MTGdeck.build. You're listening to the MTG

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sold weekly podcast. This is the week of September 14 through September 20, 2026.

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This week was dominated by one thing. The full reality fracture spoiler closed and the

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market didn't cool off. It reprised higher. Last week, I told you the Commander deck multiverse

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we forged was the top decliner on TZG player, 49 bucks, down about 9%, the cheapest reality

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fracture product relative to its shelf. That was 7 days ago. This week, it's the top gainer,

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69 dollars in change, up 41% over 2000 units sold. The shelf shrank 30% while demand multiplied

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nearly 7 times. Once you can see every card in the deck, the singles math answered the question

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that was suppressing the price, and the market moved fast. But that's one product.

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The biggest story is that reality fracture sustained. The Playbooster display did a thousand units

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again, second straight week. Sell through above 3.5, and the price climbed 16% to about 175 dollars,

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despite supply and sellers both growing. That's not a debut spike, that sustained pre-order demand,

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and it held through the full spoiler window. If you're waiting for the pre-order

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book to moderate, it didn't. Reality fracture drove $670,000 this week, 52% of all of TZG players revenue

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for the second consecutive week. The collector booster display

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ticked up to about $552, the draft-night bundle hit a positive sell-through of 2.3 with supply

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falling as store stock for pre-release events starting September 25th. The pre-release pack

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supply dropped over 40%. Everything reality fracture is either being absorbed or being pulled off

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the market ahead of physical release. If you're watching this set, the data question for next week

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is simple. Does pre-release supply arrive at reprised a commander deck, back down from 70 or does it hold?

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The other big story this week was the lower the ring set booster box. Our daily snapshots caught

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the whole thing. On September 10th, the shelf held 70 units across 28 sellers. By September 14th,

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about 15 new retailers had listed product in the $375 to $412 range. That's the distributor restock.

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A new print run reached the market visible through distributed order pages before it hit TZG player.

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Those sub $400 listings crashed the median ask from $490 to $370 in four days.

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Then, on September 15th, a large single listing appeared of 150 units at $525 later reprised to

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a grow 450. That listing was pre-existing inventory, not reprint product, and its price

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well above were actual sales happened. It added visual depth to the shelf, but it didn't participate

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in the price discovery below. At the new $307 clearing level, $385 units sold. That's nearly nine times

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what moved the week before at $395. The demand was sitting there the whole time, waiting for a price

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it could act on. Three years of scarcity pricing broke because about 80 units of distributor restocked

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undercut the old floor. If you've been watching this box climb since 2023, keep watching. Whether

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$307 holds depends on whether more distributor allocation follows. If it does, the reprising isn't

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finished. A quieter signal that caught my eye. 44 sellers left the located pull this week,

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and this is the total tracked pull of sellers. The count dropped from 583 to 539, a 7.5% contraction.

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In a week, where total revenue grew 13% and units grew 22%. Revenue is concentrating. Three product

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lines, reality fracture, hobbit, and the lower the rings restock, drove 76% of all TCG player revenue.

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If you're a smaller seller who doesn't have allocation on those lines, your slice of the remaining

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24%, just got more competitive. That contraction may be the first visible sign of a squeeze.

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The hobbit gift bundle is still sliding towards MSRP. It's at about $113.3 now, down 3.5% from

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117 last week. The markdown is decelerating though. It dropped $13 the week before, $4 this week,

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supply contracted for the first time since launch, from $873 to $753 average quantity.

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A floor is forming somewhere in the $100 to $110 range. It's still 26% above the $90 MSRP,

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but the rate of descent tells you the worst of the reprising is probably done.

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Bloomberg. I've been covering the Playboost Display Train for four weeks now, and I owe you a stance

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on it rather than repeating the same observation. So here it is. The drain stopped.

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Average quantity stabilized at 127, down from 365 a month ago. Prices 201, barely changed.

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Whoever accumulated that position is done by it. The question is whether they might get to market

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at higher asks confirming the buyout, or the price stays flat and the story ends without a punchline.

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I don't know which one happens, I can tell you though, the passive drain is over,

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and without a new catalyst, the Playbooster sits here.

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The real Bloomberg owe demand story is a commander line. Peace offering nearly cleared its entire

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shelf this week, and it's been doing that consistently. The commander deck display drained 28%

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of its supply, while units surged from 26 to 66. Those are organic demands that signals clearing

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real shelves at real prices, week after week, with no speculative overlay. If you're in Bloomberg,

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that's the shelf worth your attention now. The commander line doesn't make for a dramatic headline,

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but it's the part that keeps moving product. Star Trek P-Order Supply surged, Sellers Up 58%,

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Supply Up 68% on the Playbooster display November 13 release, more sellers are listing P-Orders

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as the product lineup firms up. The collector booster display held flat at about $6.97,

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selling at about three quarters of a shelf each week despite the new supply. If you're positioning

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early on Star Trek collectors, the price is holding while the shelf grows. That's a decent sign

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eight weeks out, and it tells you the pre-order demand at $700 is real enough to absorb a growing

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shelf without flinching. The CK, the ZMC deal was set to close late September, no update this week.

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If you crack boxes and sell singles through Car Kingdoms by-list, this is a week to screenshot

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your baseline numbers. By-list depth, acceptance rates, spreads, once the deal closes, I'll be

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measuring these same metrics to see if anything actually changes under new PE ownership. Whether it

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does or doesn't, you'll want to know what your numbers look like before. Brewerly starts September

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25, that's four days from now. Physical reality fracture product enters hands for the first time.

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Does the data hold or does it start repricing? I'll tell you next week.

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That's the read. Thanks for listening. Full numbers and article on mtgsold.com. See ya.

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[Music]

