satoshi is some lone genius (albeit little-crazy eccentric (i mean he must have been)) versus he is NSA derp? I'd say crazy bullish.
I think the bullish part of the story is that the million+ Satoshi BTC stash is locked in a Trust until 2020. If this turns out to be true, (and I'm leaning toward yes) That means there is no risk of satoshi coin dump for the next 4 years at least, which is something that we couldn't say before.