Interesting viewpoint. However, the Sia folks said they could deliver as early as Feb / March depending on orders. Also, GPUs are basically impossible to find or overpriced at this point. Those in the first batch will also get 6 weeks of competition free mining (minus the GPU guys already out there). The firm they selected to produce the ASICs has experience. Based on all this, you don't think it's worth trying 1 or 2 of the ASICs?