I agree with all of this, but if there are people willing to take the risk and pay for batch #2 now, why should the buyers or Avalon wait? If nobody is willing to take that risk, Avalon will have to do as you suggest. But if sufficient numbers of people are willing to pay for batch #2 now, then Avalon can go ahead and people who want to be safer will just have to wait for batch #3 or later, right? People who want to bungie jump without a tested cord shouldn't be told they have to wait until the cord is tested for people who want to be safer, IMO.
That's kind of my thinking as well... Avalon can post batch #2 for sale whenever they want, and people can order if they believe they are legitimate. Anyone who wants to wait to see more proof can wait to see more proof. It's a free market.
The problem is that if they are a scam, this just proves that BTC people in general tend to be gullible and naive, swayed by the blindfolds of promised profits. There have been some pretty large scams in the past, and we don't need another giant one. It just hurts the Bitcoin economy in the end.