To be fair, it's also possible that enthusiasm for bitcoins would be much lower if the Joe Randoms of the internet didn't feel like they could get in on the gol

To be fair, it's also possible that enthusiasm for bitcoins would be much lower if the Joe Randoms of the internet didn't feel like they could get in on the gold rush. I suspect that is a big part of why people are interested in it. From that perspective, it seems like a good idea to sell some of the ASICs, even if that is a loss under the constant-demand assumption.