What surfaced

A thread on r/ONEPIECETCG asked a simple question with an awkward answer: are other buyers of the P-Bandai 3rd Anniversary set still waiting? The poster says they secured an order on the January 22 release day and has seen other buyers report movement, but their own copy has not shipped. Replies in the thread suggest the experience is not isolated.

That is the whole event. No cancellation notice, no revised window that the community has been able to point to, just an order placed in January that is still sitting unfulfilled in early August. Direct-to-consumer Bandai fulfilment has a long history of staggered dispatch, so the useful question is not whether the boxes exist but when the singles inside them hit the open market.

Why a shipping queue is a supply story

Sealed anniversary product only becomes price-relevant when it gets cracked. A backlog of unshipped orders is deferred float: the cards are allocated but not circulating, so secondary listings stay thin and quoted prices reflect a smaller pool than the print run implies. When the backlog clears in a batch, that float arrives all at once.

We have no matched cards or sets in our data tied directly to this product, so treat the read below as adjacent evidence rather than a direct measurement.

The anniversary-tagged tape

The closest thing to a signal in this week's board is the OP05ANN print run, which put three names in the top five 7-day gainers.

Card Number Price 7d
Trafalgar Law (027) OP05-027 $79.06 +37.5%
San-Gorou OP05-065 $54.05 +39.1%
Viola OP05-079 $53.22 +42.4%

The overall weekly leader is a promo, When You're at Sea You Fight against Pirates!! at $53.37, up 61.3%. Above it on absolute price, Brook (Championship 2024 Top Player Pack Vol. 2) sits at $750 after a 36.6% week. Low-supply printings with constrained distribution keep behaving the same way: quiet, then violent.

The other side of the board

The Round 1 promo complex went the other direction hard. Monkey.D.Luffy (Round 1 Promo) fell 60.7% to $202.40, Nami dropped 54.7% to $109.24, and Roronoa Zoro lost 53.2% to $103.82. That is what happens when a restricted distribution channel opens up and the float arrives faster than demand.

On sealed, OP17 remains the only set in our EV table trading above parity, with a $388.96 box market against $860 in expected value, a ratio of 2.21. Everything else in the top five sits at 0.90 or below.

The Terminal take

The Round 1 promos are the cautionary chart here: a 53% to 61% weekly drawdown across five names is the price of supply landing in one lump. Anniversary-tagged singles are currently priced against a market where a chunk of the product is still boxed and undelivered, and the OP05ANN run gaining 37.5% to 42.4% in a week is consistent with thin float rather than a broad demand shift. Whenever Bandai clears its January queue, that variable changes.