The most important thing would be to ensure funds are not spent foolishly or things made up in order to justify spending and that good value for money spent is gotten.There are examples of real world ICO where investor funds are spent on make believe services set up by company insiders themselves and pay themselves extortionate fees for providing services and products to their own company almost treating investor funds like slush fund but I do not think the team would attempt to missappropriate funds etc of course but good value and accountability is important to ensure trust and transparency especially with such large amounts of money.
I'm sure they are selling some because of the price of BTC. But I also believe that when this so called ledger or whatever comes out that documents their spending, it will list some bogus shell company that they own as a source of payment. That's just the feeling I get from those involved.
Price is definitely looking healthier, Maybe should have bough a lot when it was down so low. Saying that even the price we are at right now is probably very low compared to what were going to be at in a few months time. 
