What do you guys think about this:
If the 200k BTC are liquidated, the funds raised will be distributed to the creditors (who a primarily Gox depositors). These are the same people who just lost 750k BTC. Would you expect some of these people to re-purchase bitcoins once they receive their share of the fiat [which ironically was raised by selling their bitcoins in the first place lol] thereby increasing demand?
To me, the direction of the anticipated price movement is not clear.
While I agree there will be some who use some of the fiat to purchase coins I would think that a lot of people burned by gox simply want nothing to do with BTC and will be happy with any amount received to soften the blow. Its all so complicated and hard to speculate on but given the fact that the liquidators will likely settle for way less than market price means that the customers aren't likely to get too much back after every things said and done and again likely not for few years