mtgox failure... any implications for bitcoin/ecurrency protocol design?
Yes, finances can be analyzed, but there will be wide ranges for accuracy and precision if an institution remains anonymous which would be strange.

Most likely, standards will be built in the financial community around disclosures of BTC for confidence.  Institutions that prefer anonymity or suddenly start showing disparities will probably be shunned with the latter most likely experiencing solvency troubles, exacerbating a run if bailouts cannot be orchestrated.

Welcome to the NFL, cryptocurrencies.