What Im pretty sure off, is that it would spur a slow, but more organic growth, like trade between individuals, "ebay" kind of stuff. Right now even on this forum, most things that are put up for sale are denominated in dollar, and can mostly be bought with dollars.
I remember buying a PCIE 1x to 16x adapter on eBay to use for mining (using USD$) and trying to sell it (unsuccessfully) on these forums for bitcoins. Back then I wanted 1.6btc to cover costs. Now I would need to ask for 8. If I bought the adapter in bitcoins it's quite possible I would have sold it for the original number of BTC, plus whatever the postage cost would be in my currency. It's virtually impossible to divorce one's self from every day money. Postage in $3 bitcoins costs a whole lot more than it used to.
But then the gamblers took over and turned it in to a casino, driving up global prices and actually hindering trade. Most economist will tell you you need some speculation, to act as "grease", but more than 25% speculation is a recipe for bubbles and bursts, which hinder the economy, and for instance farmers now no longer use future markets, as it has lost its purpose and has become purely a casino. In our bitcoin economy its far far worse than that, its more like 99% speculation and 1% trade. So anything that gets that ratio down, even if only temporarily, I can only see as a good thing.
It does very much seem like we're replacing one semi regulated casino (share markets) with a completely unregulated casino.