Hi Zachsname!
Firstly, regarding the dual xfade ringmod....I actually bought this because it was on clearance at Erica Synth's site. So hard to find? It wasn't for me. A bit big? Perhaps, but now its definitely going in for better or worse :). But really, you're right, it is a bit big for what it is, but hopefully it'll be worth it.
For sequencing, this will mostly be the KSP and the SQ-1 secondarily (I also got a Rene). It makes me a little sad that there won't really be any on board melody source or sequencer....but at the end of the day, it was a sacrifice that I think has to be for the sake of HP.
I do have a fair amount of external mixer: I have three sputnik 6 channel mixers (see 
) and a small 6 channel post-eurorack standalone mixer. So yes, I got the eurorack mixer bug...one of the sputnik mixers was in the first 5 modules I bought (for better or worse). I also often use veils/cloaks as a 4 channel mixer (or 2x2 channel mixer) before offloading to a "closer to main" mixer. (And yes, I do have all of the top row modules. Old rack broke...using this as an excuse to get more HP. Why not get a large rack for everything and have even more HP? Well, I don't own a home yet so I'm trying to moderate myself until that happens...)
I do want lots LFO + envelopes and CV manipulators. You mentioned 0chd...I just found out about this module (I know, where have I been?). Does this exist yet? While I love the idea of the Otterley, this could be even better...in less HP! Do you have it yet? How do you like it? How about the expander...is it worth it? I'd love to know your thoughts...
I'll probably keep the QPAS. It is a unique filter and its stereo, though ... 18 HP :( (I would love another Maths too but 20hp! Sheesh!). So What's really up for grabs is probably Kinks + the 2HP VCA (=6HP) and then maybe Otterley vs the 0chd if that can be gotten. Oh, and I want a drum...so probably the crater as its not huge and sounds great. I have the BIA in another rack, so I wanted to try something different.
Thanks a bunch for the input!