I would imagine that
if coins are in the tank when the next batch comes out, and
if Squirrels Research/Mineority can cut a higher-volume deal with Xilinx, prices could remain at
around this level. Of course, if the BCU works really well, demand will drive it upwards.
Wow lots of activity over here - sorry for not being more attentive to the forum post.
As some have mentioned, there is an extremely active (> 2500 members?) discord focused on FPGAs and a ton of information and updates have been flowing there. Let me try to address the bullet points.
1. Acorn development is deep underway, specifically the production work. A lot of you want these, and I want to make sure you can have them. The good news is that any delay in opening pre-orders hasn’t delayed actual product production. That means at best a shorter wait (and hopefully better crypto market prices) once they do open.
2. I’m not in the business of trying to sell things or push things on people. We’re building things we think are going to be very useful and helpful in the community, and getting all of the information out there before taking anyone’s money is much more important to me than tossing out half-baked hashrates or collecting FOMO money. This information is being gathered now, and includes performance stats tested against a number of host configurations, as well as most GPUs that are out there, across quite a few coins. It also includes full supply chain sourcing so we can have concrete slip-free production dates and batch sizes. As you can imagine this is a lot of work, but we’re getting close and moving as fast as we can!
3. Others have detailed the BCU-1525 project, but the logistics and support effort involved to make sure these are a success for everyone have been pretty extreme. This has had an effect of delaying information (but not production!) for Acorn. We will keep working to get everyone the details they crave.
4. My company (Squirrels, and our hardware/crypto division Squirrels Research) is working closely with a number of great people in the community to make sure all this hardware is as beneficial and well supported as possible. We stand behind everything we’re involved in, and that means working with great people to ensure all that long term support is there. Senseless/AllMine have been working very hard alongside us on the 1525 project, and are bringing a great shell + bitstreams and open development code to the community. We’ve also teamed up with OhGodAGirl (Kristy) and Mineority to help make sure all of these FPGAs are available to those that may have export restrictions or expensive power or are otherwise unable to host themselves. In addition we are sponsoring numerous developers in the community through grants and development hardware/software access to ensure there will eventually be GPU level miner and algorithm support, enabling choice in the community.
5. The BCU-1525 was limited by complete supply chain constraints, as I said early on. We are even right now working extremely hard to meet the targets we have in place. Even with market pressure those constraints are unlikely to be relieved until late Fall. I would be extremely skeptical of anyone who suggests that they will be bringing a board to market comparable with the 1525 anytime soon, and if they do I would expect significantly lower production volumes. For reference, even building the Acorn accelerator involves massive world-wide efforts to source parts and alternatives that are in some cases fully committed until next June in factory batches.