The interesting thing is that MtGox failing should have zero impact on the USD value of the Bitcoin, particularly if those Bitcoins were stolen and still in circulation.
Indeed, if the hypothesis in http://letstalkbitcoin.com/somethings-not-right-at-gox/#.Uw7... is true, that the Coins were actually LOST from the Cold-wallet because of a EC bug, or other error - then it's possible that losing 740K coins will drive up the value of the remaining coins.
Indeed, if the hypothesis in http://letstalkbitcoin.com/somethings-not-right-at-gox/#.Uw7... is true, that the Coins were actually LOST from the Cold-wallet because of a EC bug, or other error - then it's possible that losing 740K coins will drive up the value of the remaining coins.