Long ago I predicted Gox will have to deal with a run. It has shown many signs of being poorly managed, frequently hacked, and lacking any transparency. If the sun were to shine on their books it would be apparent that they would not be able to settle up a massive withdraw.

I don't know if it is FUD (the doubt is very reasonable) that governments would ban bitcoin and trading floors would be shut down. If a govt doesn't have control over their own currency, they have nothing. This is an existential struggle for them (as well as the banks that control the govt).

Bitcoin will never go away (or at least some form of it), but any business based upon it is on shaky ground, and this will eventually be forced underground.