I was interested because I actually view the MtGox fiasco as medium and long term bullish (especially if the missing coins were stollen in 2011 and long ago sold into the market). I see this event as the impetus needed to create real exchanges in the US, as well as a supply shock reducing the bitcoins currently available for purchase.
That's the million dollar question, isn't it? Based on the various attempts at investigative journalism I've read, I'm leaning more towards the Bitcoins having been either seized or temporarily frozen by the US government due to something likely related to the Silk Road investigation, or to money transmitter licensing issues.
If they have in fact already disappeared and were sold, or the private keys have been lost, then I agree with you that it's a bullish situation. I'm just concerned that the US government may now be in control of hundreds of thousands of coins. To me, the downside risk of such a reality makes an investment in Bitcoin untenable at this juncture.