I'll follow you because you put out some interesting stuff.

I however disagree that GMO is currently a major threat to Bitmain.

Antminer S9 was released two years ago. I expect that since Bitmain wants to stay competitive that after the release of the S9 they most likely started developing their next Antminer model.

I expect Bitmain will release a new model soon. They probably have something ready already they just didn't release it to the public while they could still profit off of selling Antminers.