Thanks for keeping track of this!
so, ~2786 btc or so that hasn't gone into divs from HW sales. Maybe they will go in next week.
If that top address (9000 BTC) is withholding for expansion, that's a serious expansion planned.
Probably about a petahash.
Trouble is that it's still in BTC. If FC is going to be full-scale deployed by December he should have already sold that. Lead time on chips alone from e-beam sample receipt to full-scale 55nm shipping is probably in the neighborhood of ten weeks. Then there's the delay for assembly and deployment.
Either a large scale BTC buyer owns that address, or FC hasn't started using his Gen 2 funds. As far as I know, no 55nm-capable foundry accepts bitcoin.
Not to mention he's playing with fire by keeping future fiat liabilities in Bitcoin in the first place. That's like a gold mining company hoarding gold bars to save up for a new mine that they had promised to investors.
Disclaimer: Vycid stands to gain significantly from AM losing value and is still butt-hurt from this morning when he convinced himself the hash rate might actually stay at 0.