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Before we get started, I wanted to draw your attention to a new segment called Carvouts.

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In this segment, I'll be talking about something in the broader MTG community and giving

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my unfiltered opinion about it.

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Please stay tuned to the end of the podcast to hear Carvouts.

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You're listening to the MTG Sold Weekly Podcast.

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This is the week of September 7th to September 13th, 2026.

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This week was dominated by one event.

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The reality fracture debut stream happened on September 8th and the pre-order book exploded.

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I don't mean to pick up, I mean 990 playbooster display units sold in 7 days at a south-through

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ratio above 4.

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That means the shelf turned over 4 times.

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That's a lot of volume for a set 3 weeks from release.

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So here's what happened.

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Wizards showed off around 45 cards, including the new Emperor Jace mechanic, the Eldersfinks,

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and those Echoed Pear characters.

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And the market response was immediate.

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RFP orders made up 45% of all TGG player revenue this week, about 520,000 out of roughly $1.15

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million.

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The collector booster display moved 535 units, supplied with 60% and demand still overwhelmed

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it.

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The price helped flat near $530, which is already 64% above what you'd pay by 12 loose

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packs at MSRP.

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Now if you've been hearing that reality fracture collector boosters are delayed, that's

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only partly right and the details matter on this one.

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On September 11th, Wizards announced region specific delays.

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North America only loses the Omega collector booster single packs at mass retail.

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The full booster collector booster display is on schedule here.

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EMEA loses collector boosters and secret layer bundles.

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Asia Pacific loses collector boosters, bundles, and command decks.

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So if you're buying in the US, the collector display isn't constrained by this announcement.

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The other reality fracture product worth paying attention to is the secret layer bundle.

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It went from 83 to 263 units, sold through above 1.3, supplied doubled, and Wizards confirmed

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it's a recurring product.

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Every future multiverse set gets one starting with Nauticus.

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At $90 MSRP, the included boosters alone are worth about $87 at pack price, so you're

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basically paying $3 for everything else in the box.

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On the secondary market, it's trading around $191.

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So buyers are paying more than $100 premium for two random exclusive promos and scarcity.

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Probably about 10 sellers hold that shelf, keep, and eye on it.

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The Hobbit gift bundle entered our track table this week, and the slide hasn't slowed.

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From around $218 at launch to around $118 in 10 days, supply more than doubled.

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Sellers went from 63 to 134.

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It's still above, sorry, the $90 MSRP, but every week since launch has pushed it closer.

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The question from last week was whether the slide finds a floor, it hasn't.

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The rest of the Hobbit line's often too.

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The Playbooster display fell to around $160, still clearing most of the shelf every week,

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but supply tightened 12% and the price dropped anyway.

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That's a demand-led markdown now, and the next floor is an obvious.

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The collector display held flat near $807, stable.

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If you're watching the Hobbit line, the gift bundle on the Playboosters are the ones moving,

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the collector tier is calm.

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Bloomberg Playbooster display drain for a second week straight.

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Listed depth fell from about $365 weeks ago to $131.

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That's a 64% contraction.

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Price flat near $198 units steady.

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Last week I flagged collector speculator by an activity for my data, and I set up the

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tell.

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If the depth comes back at higher asks, someone took a position.

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The tell hasn't fired.

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The drain continues, but the cause still doesn't have confirmation.

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StarTrack's accumulation pattern broke.

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The collector booster display supply went up 25% after three weeks of decline.

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Sellers came back too.

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The price is still frozen at $699.

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Last week I wrote that someone was building a StarTrack position.

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This week the data disagrees.

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My read is that the reality for extra spoiler season pulled prior to capital away from StarTrack.

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The time, that's the timing that fits, though I can't prove the mechanism.

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Nine weeks to the November 13th release.

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The scene boxes set up four from more of the rings took the biggest correction on the board.

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Down 12% to around $198.

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Last week it was the tightest inventory we tracked, sell through above 1.3.

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This week supply arrived up 25% and the price broke below $200.

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Demand in flinch, sell through is still above 1.

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More supply just means lower asks and buyers are happy to take the discount.

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Two strict saven commander products landed in the top three gainers, which is unusual.

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The commander case gained nearly 16% on volume that almost doubled.

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Wither bloom pestilence gained 12% with supply and the sellers both falling.

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I didn't find a tournament result or a content creator spike behind it.

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If you own strict saven commander sealed product, that's a line wide demand signal showing

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up without an obvious catalyst.

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Worth noting.

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For next week, reality fracture previews close September 17th, full set on September 18th.

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Does volume sustain through the full window or does it front load into the debut?

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The play boosts are sold through a ratio of four can't hold, but how far it moderates

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tells you how deep the demand really goes.

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And the collector displays $530 level, does it hold as the full card pull removes uncertainty

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or does it retrace?

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The hobby gift bundle slide toward MSRP has momentum.

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Another 10 to 15 dollars of slippage next week is plausible.

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The first plateau of it comes would be the more interesting signal.

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And bloom boroughs vanishing shelf at 131 average quantity down from 365 flat price and vanishing

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depth don't coexist forever.

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If you're holding bloom boroughs sealed, you want to know which way that resolves before

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it shows up in the price.

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And now for carve outs.

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This is a new segment we're doing.

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This is where I pick something from the broader MTG community, what's going on.

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And I kind of just talk about my opinions on it.

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And I kind of just opine as you say.

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So here we go.

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Carvouts.

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Carvouts this week.

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Card Kingdom announced what they called a growth investment from ZMC management.

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They're union filled in what the announcement left out.

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ZMC's acquisition vehicle is buying a majority stake.

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This is a private equity deal closing late September.

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If you crack boxes and sell singles, this matters to you directly.

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Card Kingdom's buy list is where a huge portion of that trade settles.

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It's the standing bid for thousands of cards nobody else actively quotes.

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And when a PE fund takes majority ownership of an inventory heavy business, the playbook

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is predictable.

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Even capital efficiency comes first.

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That means tighter buy list spreads, faster inventory turns, less willingness to sit on slow

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moving product.

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I'm not predicting price hikes or layoffs.

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I'm telling you the incentive structure changes.

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If your margins on cracking collector display and dumping the singles through card Kingdom's

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buy list narrowed by even a few points, you might decide it's not worth opening

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the next box.

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Multiply that across enough sellers and you've got a shift in how much sealed product gets

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open for arbitrage, which feeds back into both single supply and sealed demand.

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We'll be measuring acceptance rates and spreads before and after the deal closes in our

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Patreon editorials.

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That's the data that it tell you whether anything actually changed or whether ZMC just

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slept the machine running.

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That's the week.

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Thanks for listening.

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Full numbers and pictures on the article on mgtsol.com.

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See ya.

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[MUSIC]

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[MUSIC]