There are other companies coming out with very hot ASIC chips. If even a quarter of their customers go elsewhere for hardware(for whatever reason) I think they're toast.
Come on now. They are putting up 50 million for Dev Con. If they were even close to being toast, they wouldn't be doing that.
Yeah I can get on board with that. I'm a bit skeptical about the motivation behind Wormhole. Seems to me they're more interested in gambling casinos(ICO exchanges) than making BCH cash