If bitmain sell this device something must happen in equihash.
I agree. Why should they sell those ASICs, if they could keep on mining with all that hashing power instead?
I guess they have had some chat with some equihash devs and something will happen there. Maybe a fork for most important coins is comitted long ago without smaller miners knowing? Is zcash going to be new BTC (since ZEC is based on BTC) with the z-ability?
Really uncertain here, what exactly is happening, but I am sure several people behind the scenes know (prob. zokoo is one of them) and are acting a role.