this video came out today and really explains what's going on with Cryptonight based coins and ASICs. Even if those ASIC miners aren't for sale yet, they are mining with them as of now.
https://www.youtube.com/watch?v=crBfzz13Fu8This is only bad news for GPU miners, and they will just switch to other coins, and not bad news for ETN.
Does is matter who mines ETN ?
Yes, it matters for 2 reasons, as far I`m concerned:
1. Centralization of mining power. Explanation here:
https://getmonero.org/2018/02/11/PoW-change-and-key-reuse.html2. ETN release from mining is increased. At this point i dont know by how much. This will create a short-mid term inflation.