Just opened a large $AVAX long position here. The thesis is simple: FIFA is running 2026 World Cup ticketing on a custom Avalanche L1.

The early numbers are already impressive. Over $25M in volume, 100K+ rights issued, and we're seeing massive spikes in both transactions and active addresses.

Here's the scale opportunity: World Cup ticketing alone is projected to generate $3B+ in revenue, part of FIFA's total $13B cycle. Meanwhile $AVAX is sitting at a $4.4B market cap.

The risk-reward here looks compelling enough to put capital to work. This is real-world adoption at scale, not just another testnet or partnership announcement.