TCG Card Investor · Weekly Briefing
TCG Card Investor
Weekly market intelligence on the Pokemon TCG
Vol. 2026 · Issue No. 23 · September 19 – 26, 2026
Hey friend, welcome to the hobby.
The Big Story
The futuristic rarity Mew EX opened at $1,158 on release day and hit $104 within five days, a 91% collapse that dwarfs the typical 40-50% first-week drop for any modern set. Three more 30th Celebration product waves have not yet released, and the November Ultra Premium Collections will flood the market with classic collection packs, meaning prices have further to fall. Meanwhile, a roughly 3 million-unit Prismatic Evolutions ETB reprint wave is expected to arrive around Cyber Monday, with at least one creator projecting prices will breach $90 before the floor is in.
Key Market Trends
1.30th Celebration singles in freefall with more supply waves still incoming. Futuristic rarity cards dropped 86-91% in the first five days post-release, special illustration rares fell 53-75%, and illustration rares crashed 70-90%, all described as unprecedented versus the typical 40-50% first-week decline. The Sleeping Mew SIR, the set's top chase card, launched at $200 and is already down roughly 23% to $150 after just one week. Three additional product waves plus the November Ultra Premium Collection releases have not yet hit shelves, and creators expect continued price pressure across all rarity tiers.Danny Phantump 07:24 · It Was Never A Phase Cards 01:14 · Danny Phantump 04:35
2.Prismatic Evolutions ETBs facing a 3 million-unit reprint wave with no floor in sight. Multiple creators confirm a final Prismatic Evolutions print run of approximately 25 million packs, yielding close to 3 million ETBs expected around Cyber Monday. ETB prices have already fallen from a $200 all-time high to roughly $130-$140 currently, with at least one creator projecting a drop into the $90s before the bottom is established. The incoming supply is drawing direct comparisons to Crown Zenith ETBs, which collapsed before eventually recovering.AnonTCG 16:43 · It Was Never A Phase Cards 00:37 · Alpha Investments 10:48 · The Poke Plumber 06:50
3.Vintage low-pop cards posting historic gains while modern sealed slides 10-40%. Legendary Collection reverse holo Charizard PSA 10 has risen from $11,400 to $575,000 over three years, a PSA 10 Gyarados from the same set sold for $384,000, and Gold Star Torchic PSA 10 reached $2.7 million. The Legendary Collection reverse holo Gengar has only 11 PSA 10 copies in existence, and grading economics make that population nearly static. Simultaneously, modern sealed product is down 10-40% depending on the set, with creators drawing cautious parallels to COVID-era speculation at the high end.Ketchum All Collectibles 02:16 · Top 10 Pokemon 03:04 · Collect Pokemon 08:07 · It Was Never A Phase Cards 07:01
4.Sword and Shield era booster boxes flagged as undervalued by multiple creators. Brilliant Stars booster boxes are trading in the $400-$525 range and Fusion Strike booster boxes around $850, levels that multiple creators are actively buying at. The thesis draws on historical precedent: Vivid Voltage boxes crashed from COVID highs near $250 to $90-$100 before recovering to roughly $300, and Sun and Moon secondary-market listings have already thinned from 30-40 copies per set to roughly 5-10, signaling tightening supply ahead of a potential run.The Poke Plumber 03:49 · PokeNE 12:19 · The Poke Plumber 04:21
5.30th Anniversary Ultra Premium Collections pre-selling at 3-4x MSRP on a historically weak precedent. The Umbreon variant is pre-selling at approximately $719 and the Espeon at $566, both well above the $179.99 MSRP, but historical data from past Ultra Premium Collections is bearish: the Charizard UPC was clearanced at Target for $90-$110 within months of release, and promo singles from past sets have dropped 55-60% or more in their first year. Creators note the current pre-order market is a thin, restricted-seller environment that inflates apparent prices before broad retail supply arrives.Danny Phantump 07:02 · It Was Never A Phase Cards 04:10
6.Black Bolt and White Flare ETBs up 80-88% on the year but facing a 1.5 million-unit reprint each. Black Bolt ETBs peaked at $180 and sit around $165 (from an $88 base), while White Flare ETBs peaked at $155 and sit around $148 (from an $82 base), with booster bundles for both sets up roughly 91-93% on the year. However, a reprint of over 1.5 million ETBs of each set is expected around Black Friday, with one creator projecting prices will fall to the $70-$80 range once that supply arrives.It Was Never A Phase Cards 04:18 · AnonTCG 19:39 · AnonTCG 16:43
Consensus Calls
BUYSword and Shield era booster boxes (Brilliant Stars around $500, Fusion Strike around $850) as a long-term hold, dollar-cost averaging on any further weakness. Multiple creators are actively purchasing at these levels, citing historical boom-bust-recovery cycles in older eras and thinning secondary-market supply.
BUYPrismatic Evolutions ETBs only if and when the incoming reprint wave pushes prices into the $90s or below, not at current $130-$140 levels. Scale in gradually over multiple months rather than committing all capital at once.
AVOIDAvoid buying 30th Celebration singles at current prices. Futuristic rarities have already crashed 86-91% but three more product waves and the November Ultra Premium Collection releases will add significant supply, pushing prices lower across all rarity tiers.
AVOIDDo not pay current pre-order prices of $566-$719 for 30th Anniversary Ultra Premium Collections. Historical precedent from the Charizard and Celebrations UPCs shows promo singles and sealed product routinely bottom out 6-12 months post-release, offering far cheaper entry points on both the sealed product and individual promo cards.
AVOIDAvoid chasing vintage Pokemon cards at current all-time highs. Multiple creators flag price action reminiscent of COVID-era speculation, with weak PSA 10 slabs still clearing at full grade pricing and a surge in long-time hobbyists seeking to liquidate collections.
If you found this useful, forward to a fellow collector or investor. Sharing helps the briefing reach the right audience.
Quote of the Week
“Strategies that worked in the 2022-2024 bull run will not work going forward.”
— Nostalgia Nomics · 07:20
Section 02
Singles & Auction Prices
Latest singles and auction price changes from channels that track specific cards, eBay sales, and grading population shifts. Data-heavy by design; recommendations only where the creator made one.
From Danny Phantump
Sep 25, 2026 · 23m 57s
Investment Thesis
Danny Phantump previews Delta Rain, the upcoming Mega Rayquaza main-series set releasing November 6th. He breaks down allocation numbers versus Pitch Black: booster boxes are down 11%, Elite Trainer Boxes down 5%, booster bundles down 4%, sleeve boosters down 29%, three-pack blisters down 33%, but check-lane boosters are up 50% and Build and Battle kits up 25%. Pre-order prices are running roughly $100 above MSRP on booster boxes and three times MSRP on most ancillary products.
Datapoints
- Delta Rain booster box pre-orders are listed at approximately $267 on TCG Player, about $100 above MSRP, which is slightly cheaper than Chaos Rising pre-order pricing at the same point before release. 14:12
- Delta Rain allocation numbers versus Pitch Black: booster boxes down 11%, Elite Trainer Boxes down 5%, booster bundles down 4%, three-pack blisters down 33%, sleeve boosters down 29%, check-lane boosters up 50%, and Build and Battle kits up 25%. 11:59
- In the Mega Evolution block, illustration rare pull rates improved to 1 in every 9 packs versus 1 in every 12 packs in Scarlet and Violet, and the special illustration rare pull rate is approximately 1 in every 72 packs, meaning roughly 430 to 450 packs are needed to pull the Mega Rayquaza EX special illustration rare. 08:56
Recommendations
AVOIDavoid buying Delta Rain pre-orders at current prices (roughly three to five times MSRP on ancillary products), as allocation shortfalls are modest and reprints are likely given Pokemon's expanding print capacity. 19:17
AVOIDdo not FOMO into 30th Celebration sealed product as ETB market prices have already dropped $40 to $50 in recent days and additional waves of product are still incoming. 04:35
View Source → YouTube
Sep 23, 2026 · 24m 00s
Investment Thesis
Danny Phantump breaks down the 30th anniversary Ultra Premium Collections (Espeon and Umbreon variants, MSRP $179.99), which are pre-selling at $566 and $719 respectively on TCGPlayer ahead of their November 6th release. Using historical data from the Celebrations and Charizard UPCs, he argues that promo card contents have consistently dropped sharply in the months after release, and that patient buyers can likely acquire the exclusive items for well under MSRP on the secondary market.
Datapoints
- The 30th anniversary Umbreon Ultra Premium Collection is pre-selling at approximately $719 on TCGPlayer, while the Espeon variant sits at approximately $566, both well above the $179.99 MSRP. The creator notes this is a 'false market' because only a limited number of TCGPlayer-approved stores can list pre-orders this early. 07:02
- The Celebrations (25th anniversary) Ultra Premium Collection launched at $120 MSRP, peaked at roughly $391 in May 2022, settled around $366 through its first year, and now trades above $1,000 sealed. The Charizard Ultra Premium Collection (also $120 MSRP) was clearanced at Target for $90-$110 within months of release before climbing above $500. 10:16
- Promo singles from past Ultra Premium Collections have historically been very cheap in their first year: the Charizard VSTAR fell to $8.15, the Charizard VMAX fell below $10, and the Mega Charizard EX promo dropped from $78 at release to about $28 roughly a year later, a decline of over 60%. The Eevee EX from the Prismatic Evolutions Super Premium Collection fell 55% from roughly $50 in September 2025 to $19.12. 16:13
Recommendations
AVOIDDo not pay $500-$700 for a 30th anniversary Ultra Premium Collection at launch; wait approximately 6 months (around April 2026) for promo card prices and secondary-market supply to bottom out, then buy the exclusive promo cards and accessories individually for a fraction of the sealed cost. 19:36
View Source → YouTube
Sep 21, 2026 · 22m 41s
Investment Thesis
Danny Phantump documents the historic price collapse of 30th Anniversary (Pokemon TCG 30th Celebration) singles in the first five days after release. Futuristic rarity cards dropped 86-91%, special illustration rares fell 53-75%, and even illustration rares crashed 70-90%, driven by stronger-than-expected pull rates. With three more product waves still to come, the creator expects prices to continue falling and urges collectors to be patient.
Datapoints
- The futuristic rarity Mew EX opened at $1,158.37 on release day and fell 91% to $104.73 within the first five days, while the futuristic rarity Mewtwo EX dropped 86.62% from $624 to $83.51 over the same period. Typical main-series set releases see 40-50% single drops in the first week; 70-90% drops across the board is described as unprecedented. 07:24
- 30th Celebration pull rates: futuristic rarities pull approximately 1 per 100 packs (similar to the Crown Zenith secret rare Pikachu), special illustration rares pull roughly 1 per 18 packs (about 1 per 2 Elite Trainer Boxes), and illustration rares pull approximately 1 per 5-6 packs, meaning all 18 illustration rares can be completed in roughly 100 packs. 11:02
- Classic collection cards have not suffered drops as large as the main set singles so far, pulling at roughly 1 per 9 packs (about 1 per Elite Trainer Box), but the creator expects their prices to fall significantly once Ultra Premium Collections release and add classic collection packs to the secondary market. 21:30
Recommendations
AVOIDWait on buying 30th Celebration singles because prices are still falling across the board, three more product waves have yet to release, and patience will yield significantly cheaper entry points. 06:37
AVOIDAvoid buying classic collection singles at current prices as Ultra Premium Collection releases will flood the secondary market with classic collection packs and push those prices down considerably. 06:24
View Source → YouTube
From It Was Never A Phase Cards
Sep 25, 2026 · 27m 09s
Investment Thesis
TJ surveys 12-month price movement across vintage Pokemon singles and sealed product, documenting massive gains on Base Set Charizard, Gold Star cards, Southern Islands Mew, and more. He notes celebrity and influencer buying as a key demand driver, draws cautious parallels to COVID-era speculation, and advises collectors to adjust grade expectations downward as top-tier copies reach unobtainable price levels.
Datapoints
- Base Set Unlimited Charizard raw near-mint copies rose from $456 a year ago to a one-year high of $944, while PSA 9 copies climbed from $2,300 to roughly $3,700 and PSA 10s now sit around $33,000. 01:01
- Gold Star Charizard PSA 10 surged from $41,000 a year ago to $382,000, PSA 9 from $13,000 to $45,000, and raw copies peaked at $17,000 in March before pulling back to around $11,000; the move is partly attributed to rumors of a Gold Star return in an upcoming set. 07:01
- Base Set Unlimited booster packs hit a one-year high of $914, up from $460 a year ago, approaching the $1,000 mark per loose pack. 17:00
Recommendations
AVOIDthe creator explicitly warns against purchasing vintage Pokemon cards at current all-time highs, noting the price action is reminiscent of COVID-era speculation and urging caution. 03:28
View Source → YouTube
Sep 24, 2026 · 21m 26s
Investment Thesis
It Was Never A Phase Cards covers 30th Celebration pull rates confirmed by TCGPlayer after opening 3,000 packs: SIRs hit one in 21 packs, IRs one in five, classic collection cards one in 10, and RGB Mew cards remain unquantified but likely in gold-card territory. The back half delivers a broad Sword and Shield era market update spanning Fusion Strike, Silver Tempest, Brilliant Stars, and Evolving Skies singles and sealed product.
Datapoints
- 30th Celebration special illustration rares pull at one in 21 packs, roughly four times easier than recent sets such as Pitch Black (one in 80), making them the friendliest SIR pull rates of the modern era according to TCGPlayer data from 3,000 packs opened. 01:11
- RGB Mew cards from 30th Celebration could not be pinned down across 3,000 packs, placing them at a minimum in gold-card territory (comparable to Mega Darkrai's gold at roughly one in 1,000 to 1,100 packs in Pitch Black); recent eBay sales show them trading between $3,000 and $4,000, below earlier highs near $6,000 to $7,000. 03:00
- Evolving Skies booster boxes peaked near $2,700 in June and have dropped roughly 10% over six months to a current market price around $2,300, with only 15 boxes sold in the past month; the Rayquaza alt art (number 218) is up 98% year-over-year, from $631 to around $1,200, making it the top-performing single in the set. 16:28
View Source → YouTube
Sep 23, 2026 · 18m 03s
Investment Thesis
One week after the 30th Anniversary set release, most singles are down 20-25% from launch highs while sealed product has held firm or risen. Classic collection cards show mixed results: Lugia is up roughly 21-22%, Pikachu and Zekrom up 81%, and Shining Celebi up 47%, while the OG Charizard reprint is roughly flat. The creator urges patience on singles, noting more product and the November Ultra Premium Collection will add supply.
Datapoints
- The Sleeping Mew SIR (number 152), the top chase card of the 30th Anniversary set, launched at $200 and has dropped roughly 23% to around $150 one week post-release. 01:14
- The 30th Anniversary Lugia classic collection card launched at $200, rose to $260, settled around $230-$250 market price, and now has lowest TCGplayer listings around $300, representing roughly a 21-22% gain from release. 08:10
- The 30th Anniversary Elite Trainer Box launched around $155-$160, spiked to $180, and is currently holding around $170; the Pokemon Center Elite Trainer Box launched at $270-$278, spiked to $320, and is now holding around $304-$305. 13:20
Recommendations
AVOIDWait on buying 30th Anniversary singles as more product hitting shelves will continue to push prices lower. 02:00
AVOIDBe cautious buying classic collection cards now, as the November Ultra Premium Collection guarantees three classic collection cards per pack and will significantly increase supply. 07:23
View Source → YouTube
Sep 22, 2026 · 21m 40s
Investment Thesis
[Pokemon segment] Creator TJ covers confirmed reprints of Black Bolt and White Flare products, specifically the Unova Heavy Hitters Premium Collection moving from Costco exclusivity into general distribution, plus new poster collections. He reviews sealed product price performance across ETBs, booster bundles, and loose packs, and surveys key singles including the Victini, Zekrom, Reshiram black-white rares and standout illustration rares, noting expected price drops once reprint supply hits shelves.
Datapoints
- The Unova Heavy Hitters Premium Collection (Black Bolt/White Flare) rose from $78 at launch in December to a new all-time high of $187 on TCGPlayer, a 139% gain on the year, and is now confirmed to move from Costco exclusivity into general distribution. 01:22
- Black Bolt and White Flare Elite Trainer Boxes are up 87-88% and 80% on the year respectively; Black Bolt ETBs peaked at $180 and sit around $165 (from an $88 base), while White Flare ETBs peaked at $155 and sit around $148 (from an $82 base). 04:18
- Black Bolt and White Flare loose packs are each around $15, up roughly 62% on the year from one-year lows of $7.68 and $7.50 respectively, while booster bundles for both sets are up approximately 91-93% on the year, with Black Bolt bundles at $100-$102 and White Flare bundles around $92. 05:12
View Source → YouTube
Sep 21, 2026 · 22m 32s
Investment Thesis
TJ covers the extended Pokemon Center drop drought (over two months since the last major US drop) and previews upcoming November 6th products including the Scarlet & Violet 151 Ultra Premium Collection (pre-ordering around $700, up 32% in a month) and Delta Rain booster boxes (holding near $266). He also runs through several singles moving up or down, including Ascended Heroes and Mega Evolution Base cards.
Datapoints
- The Scarlet & Violet 151 Ultra Premium Collection is pre-ordering on TCG Player around $700, representing a 32% increase over the past month from the $500 range; the Espeon version is up 38% from the $400s to around $560. 04:10
- Delta Rain booster boxes have held steady near $266 in pre-order pricing for most of September, with consistent daily sales volume on TCG Player. 10:18
- The Psyduck illustration rare (number 226) from Ascended Heroes is down 40% and hitting an all-time low near $55, attributed to heavy Ascended Heroes ETB supply flowing through Costco and increasing singles inventory. 17:35
Recommendations
AVOIDTJ warns against paying current inflated pre-order prices (around $700) for the Scarlet & Violet 151 Ultra Premium Collection on TCG Player, noting prices will drop significantly on release day. 11:06
AVOIDTJ advises caution on the Pikachu Delta Species from Phantom Forces, flagging signs of a buyout and price manipulation driving the 151% monthly spike. 12:57
View Source → YouTube
Sep 20, 2026 · 21m 01s
Investment Thesis
TJ covers Prismatic Evolutions sealed and singles across all product formats, noting a wave of ETB restocks through big-box retailers and incoming LGS distribution is pushing prices to multi-month lows. He also updates Ascended Heroes ETBs, Focus Fighters boxes, and key Prismatic and Ascended Heroes singles, flagging continued price softness across the board as more supply hits the market.
Datapoints
- Prismatic Evolutions Elite Trainer Boxes are at a new 6-month low: the market price has fallen from $176 six months ago to approximately $136-$140 currently, with the 1-year low sitting around $111 from December. 00:37
- Prismatic Evolutions Super Premium Collections are down roughly 30% from their peak of approximately $390, with the 1-year low around $239-$240 and current lowest TCGPlayer listings at $250. 04:24
- Ascended Heroes Mega Gengar SIR (number 284) is at a new 3-month and 6-month low, down 38%, with the all-time low at $820 and a current lowest listing of $823; supply on TCGPlayer stands at 124 copies listed versus only 36 sold over the past 3 months. 16:09
Recommendations
AVOIDWait on buying Prismatic Evolutions Elite Trainer Boxes as additional restock waves through LGS distribution are expected to push prices lower, potentially toward the $111 floor. 07:04
AVOIDWait on Focus Fighters boxes as a second wave through Sam's Club is expected, which should bring the current $230 secondary-market price down. 13:43
AVOIDHold off on buying Ascended Heroes Mega Gengar singles as supply significantly outpaces demand and more ETB reprints are expected to push single prices lower. 17:01
View Source → YouTube
From Top 10 Pokemon
Sep 23, 2026 · 10m 44s
Investment Thesis
Top 10 Pokemon reviews the three best-performing Pokemon card categories over the past three years: Legendary Collection reverse holos, Gold Star cards, and Level X cards. Highlighted sales include a Legendary Collection reverse holo Charizard PSA 10 rising from $11,400 to $575,000, a Gold Star Torchic PSA 10 reaching $2.7 million, and a Garchomp Level X PSA 10 selling for $900,000, with percentage gains ranging from roughly 1,000% to over 38,000%.
Datapoints
- Legendary Collection reverse holo Charizard PSA 10 rose from $11,400 three years ago to $575,000 recently, a 5,000% increase; the reverse holo Gengar went from $7,628 to $75,000 (9,140% increase) over the same period. 03:04
- Gold Star Torchic PSA 10 climbed from $28,800 less than three years ago to $2.7 million today (9,275% increase), while Gold Star Rayquaza PSA 10 went from $38,400 to approximately $682,500 (1,676% increase). 06:44
- Level X Garchomp from Majestic Dawn PSA 10 sold for $900,000 recently versus roughly $5,000 two years ago (17,900% increase); Gliscor Level X from Legends Awakened went from $810 to $312,000 (38,420% increase), the highest percentage gain among all cards reviewed. 09:08
View Source → YouTube
Was this forwarded?
Subscribe for free, every Saturday →
One email per week. Unsubscribe anytime.
Subscribers also get the free Pull Rates Cheat Sheet: real odds for every rarity, set by set, updated as new sets ship.
Disclaimers
This week: 24 videos across 10 channels. Browse the public archive at tcgcardinvestor.com.
Sponsorship enquiries or feedback: hello@tcgcardinvestor.com
Creation of this newsletter is assisted by AI and may contain mistakes. Always verify each claim against the source video before acting on any recommendation.
This report is editorial commentary based on publicly-available content from independent creators. It does not constitute investment advice, an offer or solicitation to buy or sell any security or collectible, or a recommendation of any particular allocation. Trading-card markets are speculative, illiquid, and subject to material price swings driven by reprint cycles, grading-population changes, and shifts in collector sentiment. Past performance is not indicative of future results.
Ratings (BUY / HOLD / SELL / AVOID) reflect the cited creator's view at the timestamp linked, not the publisher's view. Citation timestamps deep-link to the moment in the source video where the claim is made.
Compiled 2026-09-27 12:10 · TCG Card Investor · Editorial digest, not investment advice
|