If I was a Bitcoin whale, I'd constantly be on the paranoid lookout for the nearest contender and invest at least 5-10% in it as a hedge.
Until a couple of months ago I thought it was guaranteed to be Peercoin. I still actually think Peercoin's got a huge future, but I'm not invested at the moment because there was so much else coming on the scene.
DRK's an obvious strategic threat due to a genuine commercial advantage - whether perceived or real. So I can see it from that point of view.