You don't want too peak to early, that's not fun. Here is a scenario:
Fear of the unknown drivers the herd. Ebola is a new fear catalyst, while health care workers take precarious to avoid infection at one stage 10% of those infected were health care workers.

Now take a currency note infect it with Ebola (or just promote the idea that it could be) put it in the wild (the economy) and tell people to pass it around (or let them know if they do they will be at risk of Ebola)

Then come in with a solution. See The benefits of getting rid of cash: http://youtu.be/BZW3s9-9Hgg -

Two take aways
1. The abolishing of cash address the fear of Ebola epidemic speeding from person to person (dirty flat)
2. Negative interest enables the central planned economy total control.

The next thing to go to the moon will be Bitcoin and alts.
If the scenario above plays out the storm to hit Bitcoin will be unreal.

While I would give it low single digit percent chance of ever materializing there is still time before the storm.

Hence the ----> 

this for one.  i just hope these derivatives exchanges aren't allowing naked shorting:

To be fair 11k is nothing compared to the entire float.

Cypher is a forgiving person and having all your eggs in one virtual basket is always risky.

I read a quote from Eric Sprott the other day that silver from a mine delivered costs $22-25 per oz, with some caveats like recycled silver and silver produced as a by-product of other mines. I'm guessing gold is in a similar situation. Physical PM sales in September were double that of previous months and the sales came from existing stock because the production of coins at places like the US mint is below current demand. But in the PM arena physical demand/supply has no bearing on the paper price. Apple purportedly makes 20-30% profit on each iphone. If they were taking a 20% loss per unit then either Apple would go broke or they would have to raise the price. It would be logical to think that PM miners will need higher prices or face going broke but logic also doesn't play a huge part in financial markets these days. Either way, you could make a reasonable case for silver right now imo.

Two bit Idiot on bitcoin as commodity

http://two-bit-idiot.tumblr.com/post/98816261249/btc-isnt-a-currency

he does seem to have come around recently

Gold collapsing as well as Bitcoin collapsing. Gold will go down more, though and Bitcoin should break the trend soon. So buying Bitcoin now.

My first guess would be that is the BTC that Karpeles stole.

He probably does not, but that certainly doesn't mean they would not be making it to market.  In fact, it's more likely they would be put into the market if he does NOT control them.