It's got to be the $44million in Neptune pre-order money.
Which would lead a person to believe:
1) They will have no money left after this, so Neptune will never be built. So 3600 neptune customers will become the first 3600 knc cloud hashing customers ("Sorry, neptune delays, have 3TH in our datacentre", which is basically what they said in the latest newsletter).
This.
It's a fairly safe bet at this point that the Neptune will never materialize.
I wonder if that was "Plan A" all along.