Impact of pricing on Silk Road

I have been and am confident in bitcoin value, so bear that in mind. I've enjoyed watching bitcoin develop and evolve and I have an econ degree, so this is not just some bullshit "bitcoins don't have value" post.

Do any of you see a similar relationship between current prices and mortgage pricing? This is very loose rationale, but I think it fits.

1) There's a strong belief in fundamentals that could be off: Home prices will rise in value because they're uncorrelated, and confidence in the bitcoin system to provide a better monetary system.

2) Loans are at very low rates, values are inflated

3) silk road is able to price lower by accepting bitcoins as a hedge: they're long if they sell, short if they hold onto their products, so they can take on leverage

4) securities and bitcoins can become very illiquid

5) Do silk road's prices increase and become less attractive?

Even if the fundamentals are still a long term buy, is this still a possible and likely crash scenario?