as it is (the last few days)  , it seems that asics are out of the game.
The metric should be the unknown pool hashpower which just dissapeared.  And this was some 80% of the network. Speechless.

In case of solo mining farms with GPU mining monero out of the known pools, using their own pool, I see no explanation why this hashrates have not been transfered to the new algo at the same way. I mean, if someone has a farm of GPU's mining monero in his own pool , then I would expect that after updating the miner software to continue mine in a same manner, using it's own pool again.
But the fact that unknown pool has just vanished leads to think that it was just asics (and bots?) controlling 80% of the coin. just wow

All the new added hashpower is possibly migrated gpu's from other coins to monero. Things will clear out in the next few days so to find out more.

I would start to worry when I see again the unknown pool hashrate increasing again.
It would be also interesting to make an exercise to check the  percentage of the unknown pool factor in other coins. This will show the real status of the industry.