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You're listening to the MTG sold weekly podcast.

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This is the week of September 21st through September 27th, 2026.

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Last week I told you the floor gets tested when physical product arrives.

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Pre-release week came and it didn't crack.

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It did the opposite.

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The reality fracture plate booster display posted a south of ratio of 5.8.

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About 1200 units moved while the shelf shrank 24%.

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The price dipped about 2% to $171 and if you're looking at that dip, look at what caused it.

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Sellers are racing each other as pre-release product lands in stores.

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Demand grew 22% from a week that was already one of the strongest we'd seen.

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The price softened because the sell side got more competitive, which is exactly what you

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expect when physical product shows up in quantity.

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If you were one of the sellers who listed early, you sold them to a market that showed up

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faster than your listings could sit on the shelf.

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Reality fracture held 50% market share again, the third consecutive week above that line,

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about $621,000 across 4,500 units.

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Total revenue came in just over 1.2 million on 8,500 units, down about 2% from last week.

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With Manipule adding another 89,000 across 589 units.

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The mix shifted down market, the collector booster display pulled back from about 245,000

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to 201,000 in revenue.

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The avid transaction got cheaper even as unit count held flat.

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The Commander Deck multiverse reforged, normalized from about 2,000 to 1,400 units.

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The price held at 69 bucks, basically flat, and the deck still turning its shelf more than

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twice a week, 1,400 units of a $70 product clearing every 7 days.

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The collector display farmed to about $571, still 78% above MSRP and the widest collector

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premium in the market.

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Stores are cracking those displays for singles.

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The lose collector packing 10% while display supply dropped 36% in the same week.

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A third party singles index, a non-evead.tcg, was reading about $96 per collector pack at

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pre-release open.

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The secret layer bundled drains 63% of its supply.

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The draft night posted about a 2.9% positive sell-through ratio as stores pulled product for

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pre-release events.

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The pre-release pack dropped 15% as supply tripled, but the sell-through still hit 1.7.

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Nearly 700 units cleared on a shelf that went from 135 to 400 average quantity, all of

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it arriving and moving in the same cycle.

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Both play and collector face partial North American availability delays, so you can't

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cleanly separate demand from anticipated scarcity in the premium right now.

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October 2nd starts sorting that out.

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The LTR set BoosterBox absorbed last week's restock, price rebounded from about 307 to 329

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up 7%.

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Supply contracted 31%.

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Seller count edged to about 49, nothing signals more allocation incoming.

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If you were watching for a follow-up distributor allocation, it didn't arrive.

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If seller count stays below 50 and no new product services, the floor rebuilds from here.

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If it climbs past 50, more products coming and you should wait before buying.

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The SeenBox has gained about 8% supply, contracted 26% following the same trajectory as the

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set BoosterBox.

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The 30 sellers left a located pool this week, bringing in the count from 539 to 509.

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That's 74 gone in 2 weeks, while revenue stayed above 1.2 million each week.

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The same 3 lines keep driving the market, reality fracture, hobbit, and Lord of the Rings.

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If you're not allocated on those lines, your slice of the market keeps shrinking.

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California overtook Florida for the top state by volume.

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Kissing me Florida dropped off the top list entirely.

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Seattle went from 6500 to 1600, the geography of who selling is shifting week to week now.

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The hobbit line did about 246,000 on TCG player.

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The collector display generated 164,000 but the price slipped 7%.

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The playbusha display grew 16% as more sellers entered.

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The price down about 5% to 158 dollars.

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The gift bundle supply contracted for the second week, down from 753 to 642 average quantity.

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That contraction stands out in a line where everybody else is still expanding.

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The gift bundle is the one I'm following for where the hobbit correction stabilizes.

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The top declining was Tarkier Soul Tire Risen, down about 21% on TCG player.

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The shelf barely moved, no external catalyst found, the deck singles value reads at about

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414 against the $76 market price, so the card value still supports the seal price.

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My best guess is it's a correction from last week's $96 level, which was probably unfaided

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by thin trading, 25 units doesn't give you much read into it.

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The marble line keeps offending too.

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The conifer ever gave back last week's gain, down about 12%.

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If you're holding marble sealed, there is no velocity signal to ride here.

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Wizards expanded reality fracture delays to Mexico and New Zealand this week.

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The Star Trek Beginner box was canceled worldwide, citing production, logistics and shipping

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delays, and Secret Layer introduced a printed demand model with a 9-10 month delayed fulfillment

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for overflow orders.

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The reality fracture delay is expanded to New regions the same week as Star Trek.

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Beginner box was canceled, and Secret Layer introduced printed demand fulfillment.

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That's a lot of disruption, landing at once, across different product lines.

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Foundation's Commander Declas dropped this week and Trampola Source Rex is the standout.

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A 2.5-salt through ratio on 227 units was supply contracting 31%.

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The other 4 Foundation decks are seeing seller expansion without the velocity.

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If you're pre-ordering Foundation's Commander, Rex is with a demands concentrating, releases

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October 2 alongside reality fracture.

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On the Card Kingdom's EMZ Front, the union voted to approve the acquisition contract

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on September 22nd.

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No public confirmation is formally closed.

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If you sell through Card Kingdom's by-list, your baseline numbers matter more than ever

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right now.

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The baseline numbers are acceptance rates and spreads are the ones to have on hand when

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the new ownership takes over.

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Reality fracture releases October 2 alongside those North American delays.

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The 5.8-positive-salt through is the number I'm following when supply normalizes.

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Foundation's Commander also launches that day.

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Rex is already posting a positive 2.5-salt through ratio in pre-order, and I want to see

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whether that separation survives, release day supply.

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The LTR floor at 3.29, supply contracted 31%, seller count below 50.

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A quiet seller count and no second wave means the floor holds.

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If you've been sitting on the sidelines waiting for a restock to finish repricing, this is

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your window.

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Well, that's the read.

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Thanks for listening.

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Full article and graphs on Mgtsalt.com.

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Thanks.

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Have a good one.

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[MUSIC]