2. ASICs increase hash rate security (and therefore coin value) but may reduce it due to reduced miner decentralization, so the effect is ambiguous (and depends on the relevant, and generally unknown, constant factors). Of course, the Monero community is aware of the second consideration, given the recent decision to fork out ASICs, but the ambiguity may be under appreciated. Personally I find it quite troubling and would prefer a way to win on both sides rather than grapple with a potentially intractable tradeoff.
I don't think the bolded can ever be possible. And I venomously disagree with ASICs increasing a coins value I would say quite the opposite. Bitcoin is a one off aberration that it's descendants can never me modeled upon as it's creation, adoption and community are and were all unique. Trying to use it as a model is a fools errand and is oblique to anything that follows.
You may be right. What I would prefer and what may be possible aren't necessarily the same thing.
BTW, my views on this have nothing to do with Bitcoin and I don't even think Bitcoin is a very positive example when it coms to ASICs. For all we know Bitcoin's price could very well be much higher if the mining ecosystem were healthier.