I think I called this one pretty close on the 25th...
...
Avalon has shipped boxes with bricks in them. They are tracking the packages and are waiting until they are near their destination. Despite what they've said about Batch #2 being open only after the first reviews, they make an announcement that in the interest of time, they are opening up Batch #2 orders, which quickly sells out, even though they've increased the number available to 2,000. The first packages arrive, are found to be bricks and we never hear from Avalon again.
What did I get wrong? It would appear that rather than shipping bricks, they've failed to ship anything at all, so there is no need to track it. Now they're announcing Batch #2 and increasing it not to 2,000, but a more modest bump from 500 to 600. This will quickly sell out and we'll never hear from Avalon again.
That is my prediction. Prove me wrong Avalon.