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I would watch a lot of videos on Rene first. Especially the ones by Make Noise and James Ciglar.
It's not exactly for everyone but once I got into it I've really enjoyed it. It's a little complex, at least for me, but only because it's different. But I have other ones: the BSP and the Knit Rider by Bastl. Im seriously looking at the Metropolis now by Intelijel.
Yeah, check out the racks I have - a 12u and a skiff . I am building a second 9U in a few weeks, and then hopefully not expanding any more for a while. But then I say that all the time. ;-)
I also bought Shelves on accident (it was on sale!) so don't feel bad. ;-). I'm sure it's a good module, but it overlaps other stuff I have. I don't have the version with the expanded filter options like you do.
I don't know Yarns but if you are using a computer with this or external sequencer I hear it is very good. I use a Beatstep Pro and a Rene myself. It's all personal choice of course - I don't do live performances. :)
Mutable is very nice stuff - I have Clouds and Braids and thinking of Grids - but I also like the more "raw" tools like Maths, and dedicated VCOs and filters. Anyway - good luck with your choices!
It's a nice selection but any reason in particular you are using almost exclusively MI equipment? I would mix it up a bit myself. Also, something like Shelves is taking a lot of space and maybe not providing much benefit for your usage.
I would add a sequencer of some kind. Metropolis is a good one though maybe too big here. Or Pam's Workout.
This is my actual setup, except it is in several separate skiffs, and the Mother 32 is in its case still. I am building the actual case and consolidating all 4 x 104HPs...My other Rack (Alice Copy) is where I am contemplating new gear for a later period...
I bought most of the gear within a 2-month period. I live in Sweden (where there are no modular shops), so when I had a couple chances to visit Control in Brooklyn I took advantage of it. They were very helpful, especially seeing I was a relative newbie, and they talked me out of some bad ideas. I know synths pretty well, going back to he early 80's...but it was mostly integrated synths, not modules and some of the nuts and bolts of modular/analog...
I've had a lifelong fascination with synths and multi-generations of sound explorers...(Eno, Cluster, Kraftwerk, Throbbing Gristle, Aphex Twin, Squarepusher, Boards of Canada, Casino vs. Japan, Tricky, etc..)
I also have a Mini Korg MS-20, which I cannot patch into unless I get a voltage convertor like the English Tear. Additional gear includes an Eventide DSP 4000 Ultra-harmonizer for some fun effects, and an old Waldorf Microwave II rack module I bought new in 1997.
Couple contemplations....
Trying to be as computer free as possible....using Logic Pro for recording mostly now, and some plug ins....
Enjoy generally bizarre and unconventional devices...on the lookout for such...