smooth said yesterday that the hardfork will happen in 6 months. Implementing the recommendations from MRL0004 is important, so it is clear that the price somehow reacts to this "delay" (its not a delay, they had just wrong expectations i guess)
to me personally there is also the fact that some comments from fluffy are disturbing(at least to me, maybe its also the language), like the quote about zerocash. to me sometimes it seems like he allready made up his mind about how "a lot of people are going to lose a lot of money".
i do not think zerocash played a role in the decision to dump it down.
maybe the devs are just too honest, something we are really not used to in this space

@Ginger: the speculation was that this hardfork maybe will roll out without the 6 months softfork time, because it is too important (its no my speculation, so i just guess)
ah and btw. XAU is gold. 1 gramm of gold is ~36usd. so 0.01g gold (XAU) would be the price for the community fix

(not my idea, aminorex mentioned once to fix monero pirce in gold)
would never dump it down like that, also not at 0.1g <3
and the last edit: since there is evidence that the dumper sold on margin, my theory is flawed anyway. shame on you polo for STILL not publishing the numbers!!!!