There is a statement of monero dev where he told: the preparation to switch to asic takes 4-6 month while this time they still want to mine XMR.
My opinion (of the XMR perspective) on watchlist until halving (end of August) then he can do whatever he want. The timing when this Q-shit came up was really bad for Monero while fully working on FCMP++ and RandomXv2 which is already in the pipeline. i think we could see this in 6-10 month round about.
My opinion on Asic is he won‘t do any impact on Asic.
Why? Because many more people now know that it is just a malicious project with many missleading marketing.
Many people fired up their rigs and rental just to support XMR. CPU is compared to Asic very special. And can’t be supported that easy and fast. Now think about if he try to get any impact on a Asic „mined coin“ how many people just could switch directly or just instant buy new ones.
Also i think he will run out of money perhaps we will see the same project again with a new name. There is only one big unknow source next to the money.. the closed source ai stuff - if it exists at all - what i still doubt.
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