Brothers, time flies. In less than 20 days, the 2026 North America, Mexico, and Canada World Cup will officially kick off on June 11th.

This is not only a global fan celebration but also a "liquidity test" that our crypto circle must face each time.

Many new investors might think, "The World Cup is here, so Fan Tokens and betting concepts are about to skyrocket?" But as seasoned veterans who have experienced major tournaments like the 2022 Qatar World Cup, today I must pour cold water on everyone. We will analyze rationally using historical patterns and on-chain liquidity data.

📊 Historical Encounters: The "curse" in the crypto world during World Cup periods Looking back at the 2018 Russia World Cup and the 2022 Qatar World Cup, the overall crypto market performance was characterized by "liquidity drying up" and "good news exhausted leading to sell-offs."

| Year | Pre-Event Performance | During Event Performance | Underlying Logic |
|--------|------------------------|--------------------------|------------------|
| 2018 | Local knockoffs and sports concepts saw speculative surges, major market oscillations, and downward trends, with daily trading volume shrinking by nearly 40%. The industry was in a bear market, with existing funds heavily diverted by the quadrennial global entertainment event. | | |
| 2022 | CHZ and other fan tokens in the ecosystem doubled in October to December, defying the trend. On the week of November 20th, when the tournament started, fan tokens plummeted across the board (exhausted good news), coinciding with the FTX explosion. Speculative traders had already completed their expected hype, and the opening of the tournament was the moment for the market makers to realize gains (Sell the News). | | |

💡 2026 North America, Mexico, and Canada World Cup: Three Core Impacts on the Crypto Market Based on current macro and on-chain data, during this World Cup we need to be alert to the following three changes:
1. Dual Liquidity Drain: The overall market is already in a phase of volatility due to Federal Reserve policies and ETF cost-line battles. Once the World Cup begins, not only will retail investors' attention (the most valuable asset in crypto) be diverted to football, but some high-risk on-chain funds may flow into traditional sports betting (e.g., European bookmakers, William Hill), further reducing overall on-chain trading volume and active addresses.
2. Fan Tokens and Betting Memes: Beware of "Peak at Opening." According to historical patterns, CHZ (Chiliz) and various national team/club fan tokens (like POR, ARG) usually experience a final speculative surge 15-20 days before the start (which is now). Once the group stage officially begins and expectations are realized, these tokens are highly likely to follow the 2022 pattern—sharp declines.
3. The "North America, Mexico, Canada" Time Zone's Impact on Asian Traders: This World Cup is hosted in North America, with main matches scheduled in the early morning to noon Beijing time. This severely disrupts the routines of global, especially Asian, derivative traders. Based on past experience, core traders staying up late to watch the games will thin out the order book during Asian trading hours, making the market more prone to short-term spikes caused by sudden large orders.

🛠️ Our Practical Strategy: Defense over offense, focus on spot holdings and fewer trades. Over the next 30 days, avoid chasing the final wave of any "World Cup concept" hype. If you already have profitable positions in fan tokens or sports-related sectors, the pre-game period is the golden window for phased profit-taking.

In a market with shrinking volume, it’s likely to continue range-bound (watch the $75,000 - $82,000 range). Instead of taking risks in high-volatility, non-mainstream sectors, it’s better to stay patient, watch the games, and keep funds in core assets, waiting for liquidity to return to the crypto market after the World Cup ends in mid-July.

⚠️ Risk Reminder: Fan tokens have small market caps and are highly susceptible to manipulation. Sports results are unpredictable. Do not blindly "bet heavily based on win/loss outcomes" after the tournament starts—this is not investing, it’s pure gambling.
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