If Nasser is telling the truth, wouldn't it mean that either a) the chips haven't even been produced yet or b) the bullet run for the chips happened but they're going to scrap all the chips from that run and another bullet run (which will happen fuck knows when) will be needed to produce the chips with the new design?
Until ASICs start shipping in volume, that batch of chips is like a pile of plutonium, just waiting for someone to make off with them and start hashing with them.
With 20k of those chips, even if they only perform at half their advertised speed, one could easily control > 50% of the network hashing power.
Let's beat the rush and start panicking now.
