I will concede that paying of various fees (such as legal fees) could potentially cause scenarios in which the coins could get dumped in fairly large volumes - it is by NO means certain, and at this time, likely there is NO real utility to speculate in grandiose ways regarding what exactly is going to happen to those coins when they are returned to private hands.
investing/speculating is like gambling. You calculate odds and you asses risk. If a card had a 35% chance of winning you $100, then you pay up to $35 to see that next card and no more.
if there is a >50% chance that >50% of 200,000 coins get dumped on a market, then we can price that in as a minimum of 14 days worth of mined coins extra supply. It's like delaying the halving for a month.