RE: "That said, I don't believe they are a scam, I believe they will eventually ship their asics, just not to everyone, and a lot of people will be left behind and probably never recover their investment."
But that's the definition of a scam. It isn't just: "take a bunch of money and disappear with it all." Lots of cons and frauds run with some getting return - maybe big return. That's how they stay in business.
It's called partial reinforcement scheduling. If you want to keep 50 sheep at the fence, feed two some grain, then stay in sight of all of them, and they'll all stay, hoping they get theirs.