As for myself, in the BTC world I have a # of bets.
1 that went badly & is most likely gone to ASX project: 50GH/s
1 to BFL (2 Jallys): 10GH/s
1 to Bitfury or KnC: 50 or 100GH/s
Total planned: 110-160GH/s, on hand: none
Got enough funds I can afford the 50GH/s BF or a 100GH/s KnC. Bitfury will most likely make early Oct. & it's upgradeable to 400GH/s which helps for planning against obsolescence but KnC gets you 50GH/s more for only $200 more *if* they can meet their schedule. Dilemma, dilemma.
BTW, flipped a Jally I got for cheap & I nearly made ROI on the pre-orders I've made even including the ASX Project noobtastic brain fart!
I'm long on BTC. Also own 1.01 AM shares because I like the dividends aspect and that they re-invest 25% to new TH.