i'm not an pro analyst by any means and i think mr fried cat already knows what's up
but, i'll throw this out there anyway.
Between bitfury and knc they both have funding upwards of 100 million, their own data centers, immersion cooling and are branching out into other territories.

With the halving coming up in a year, AsicMiner has no time to lose, or they will lose.
their capitalization is not by any means top any longer. doubt they have their own efficient data center.
my best advice is for friedcat to sell some of the bitfountain's equity ASAP and grow like crazy this year. this will be the make it or break it year. perhaps outside investors/advisers would be highly beneficial to him. wish him the best but he needs to take this shit extremely seriously since there literally is no room for error.