I have been watching this development for a few hours since i saw a link to a Forbes article on it.
Google News now has abut three others. I agree, this is serious and will probably lead to a pop in price, if it is allowed to happen. However, it appears that the market is assuming that there will be some kind of bailout. Nevertheless, from what i can tell, one of these shadow banking deals will not be able to be averted and it will have the major affect that you foresee for the price of bitcoins.