I do believe that ASICs are on the losing team in long run.
If for no other reason than they will eventually fall foul of environmental legislation. The colossal waste of power is already ridiculous and neither governments nor conscientious people will leave such an easy target alone.
ASICs are so much more efficient than GPUs
Take the new Z9 for example - 300W / 10,000sols 33,3sols/W
I have currently garage full of 1080ti-s - the most i get out of those is 4.1sols/W