There are many posts about the arbitrage gap between the mtgox price and the price on other exchanges. This being caused by people trying to get there money outa gox by buying bitcoin and then selling the bitcoin on another exchange (because gox customers have not been able wire transfers of fiat out of gox for some time).
I have been watching the market depth of the various bitcoin exchanges for some time. A few month back there were 200K+ coins in the sell queue at gox, this has slowly dropped to about 60K coins in the sell queue. On other exchanges (i.e. bitstamp) the sell queue is increasing.
I now think the miners (and anyone else with coins) is no longer sending them to gox to be sold. Thus gox is running out of coins (just like they have run outa fiat).
It looks to me to be coming to a head, I would guess that before the end of September (maybe sooner) gox will run out of coins. When this happens we would get an new all time high on gox of BTC. Basically BTC on MTGOX should go really high ($200+ per BTC). However every other exchange stays at about $100 BTC. All shit breaks loose at that point.
I notice a number of forex brokers are giving options/cfd's on the btc gox price. As long as the broker was sound, it may be time to take that bet.
