But the interesting thing is that if they sell 2000 units, instead of their original 10,000, then (I BELIEVE) these Obelisks would be 5 times more profitable than originally projected... at least before a second batch comes online. If I'm way off on this, please feel free to set me straight.
You are correct that the original projections about return rate and SC monthly production was based on the estimated 10k ASICS produced. With the new cap being at 4k, this means the initial monthly SC production is 2.5 times more.
Not quite 2.5 * more monthly production - only in a world where GPU's aren't mining Siacoin.
The current network hashrate is 386Th/s. This is equal to 3860 Obelisks.
Say that the network hashrate is 500Th/s (5,000 Obelisks) by the time they are released (not an outrageous estimate)The original estimate of 10,000 Obelisks = 15,000 total Obelisks of which the ASICs get (2/3)/10,000 rewards = 0.000066% of total reward.
4k cap = 9,000 total Obelisks of which the ASIC's get (4/9)/4,000 rewards = 0.000111% of total reward.
4k cap vs 10k cap = 68% more rewards.
However... if the dualminers stop and the Siacoin network hashrate drops to 200Th/s it becomes;The original estimate of 10,000 Obelisks = 12,000 total Obelisks of which the ASICs get (5/6)/10,000 rewards = 0.000083% of total reward.
4k cap = 6,000 total Obelisks of which the ASIC's get (2/3)/4,000 rewards = 0.000166% of total reward.
4k cap vs 10k cap = 100% more rewards.
If they sell 2k... (22.5m daily rewards as of April 2018)GPU NH --- reward pu --- SC/d --- week --- 30day
100Th/s --- 0.000333% --- 7492 --- 52,447 --- 224,775
200Th/s --- 0.00025% --- 5625 --- 39,375 --- 168,750
300Th/s --- 0.0002% --- 4500 --- 31,500 --- 135,000
400Th/s --- 0.000166% --- 3748 --- 26,239 --- 112,455
500Th/s --- 0.000143% --- 3217 --- 22,522 --- 96,525
600Th/s --- 0.000125% --- 2812 --- 19,687 --- 84,375
700Th/s --- 0.000111% --- 2497 --- 17,482 --- 74,925