[jeremyjh]

I think that there are only two real possibilities here: either Gox lost the money but doesn't know how they lost it, or they stole it. Theft is a much simpler hypothesis than many that are being proposed, but this doesn't really fit the pattern of the previous major thefts by wallets trusted by the community. The main difference is we that we know who these people are. It doesn't seem likely they could ever really cash-out without being observed. Even if they don't try to do that there are likely to be indictments and prosecutions that they will have to live through.

[pmorici]

There were reports that they laid off a number of employees in late January before this all went down. Maybe one of those disgruntled employees took a copy of the cold storage private keys with them.

http://www.reddit.com/r/Bitcoin/comments/1wc2mg/things_just_...