Some of us were aware of the hidden 55nm competition coming online during December.. some of us said things, and we were ignored and laughed at. They're going to keep shipping, non stop.
I was aware of Avalon's claim that they would be producing 2Ph/s worth of gen2 chips per month but after their failed auction and over priced reels in their store I guess I didn't believe they would be hitting the network so soon. I guess it is extremely likely that the recent hashrate is from Bitfury and Avalon gen2 chips...