I think that everybody who wanted to buy from China direct, already bought their units. Now we're all waiting to see how many miners were actually made and sold because if those 20'000 units per batch are real the profitability will be less than anticipated.

I however think that they cannot make 20'000 units per batch and sell them in a week and then rinse and repeat.

My guess is that batches are around 5000 units each and that the final number of miners will be about 25-35'000 (which is still about 50'000'000 dollars earnings).

That is why I wrote some "estimators".

My next guess is that people will use switching pools most of the time. This is confirmed until now. The effect will be these wide swings of network hashing power that roam between similarly earning coins, until one coin wins it all (might not be dash, actually).

The only gamble is whether there will be a coin that can sustain this increase in hash rate and still be profitable. Dash looks promising. It has good valuations versus BTC and I've seen signs of huge (and somewhat crude) accumulation on the exchanges. If there's accumulation, the price will follow eventually.

Enough said.