I don't have any hope for ASICs. GPUs are going to stay, but if enough big countries are only able to obtain new non-Nvidia GPUs, big corps and even governments will find it worthwhile to build up the ecosystem around OpenCL or something else. Before now, CUDA had unstoppable momentum.

Crypto mining was just about hash rates, so I don't think it really mattered whether you used CUDA or not. Nvidia cards were just faster usually. People did use AMD too, but that didn't involve creating a full competitor to CUDA. They do also use ASICs for BTC in particular, I don't think that died.