Miners (businessmen who only sell) => SR (increasing velocity of money, increasing liquidity, decreasing scarcity/price) => FBI/USG (seizing all this liquidity and inducing supply shock by increasing scarcity) => Auction bidders (influential Silicon Valley Billionaires who now have an increased stake in Bitcoin the asset and not only Bitcoin companies)
This flow of money is bullish. I hope this happens until almost all the supply is in the hands of Tim Drapers and Winklevosses.
I have seen many claims that big miners sell directly to big buyers off-exchanges, I don't know whether that is true.
SilkRoad apparently was accumulating bitcoins; if so, they were reducing liquidity and velocity, and increasing scarcity. In that case, the FBI seizure, by itself, did not affect the market -- it was a direct transfer from one hoarder to another.
Tim Draper is holding (so he says; although his coins moved recently, it seems). Given his experience (~33% paper loss so far), the next auction winner may be a speculator who buys substantially below market to sell right away, possibly on the markets.