- more European economic problems, Cyprus-like: Spain, Portugal, Greece.
I think this is a given. The EU is a failed experiment and is falling apart. The only question is when the next implosion will hit.
Given that many other countries, e.g. Canada and Switzerland, have either already enacted or have legislation in front of them now for "bail-in" thefts from people's bank accounts, it's probably a safe assumption that we'll see more thefts by the bankers to prop up their criminality. This will have further devastating effects on central bank fiat currency, and drive people into hard assets that are not so easily subject to confiscation.
However, there are significant market manipulations going on that have affected assets like gold/silver in ways opposite to what one would expect from current news and events. The question there is whether or not the manipulations can continue indefinitely or how long they can suppress asset prices.
With the acceleration of the decay of the EU, I don't think it will be long before we see another major crisis. Japan is debasing its currency, which is just one more indication that the rot is worldwide, and not limited to the EU. The recent reports of Chinese municipality debt also indicates the rot is inside the BRICs countries. Not good for them. But it will be good for bitcoin!