2+2 = 4
Gox is short of $10M and they are heavily delaying withdrawals. They make up stupid excuses such as "the old financial system cannot follow the thriving BTC economy" and "our huge volume is overwhelming the biggest bank is Japan". Still, there's no problem with the money coming in, only with the money going out.
How do you explain the timing? The withdrawal problems started around the 5th of June. The first Dwolla seizure happened on June 14th. You have nine days to explain.
Gox admits in their answer to Coinlab that money sent to Coinlab's bank accounts was credited to the balances of Gox customers, but the money was actually held by Coinlab. It seems pretty obvious to me that Gox has been facing financial challenges for a while, and when the two major holes caused by DHL and Dwolla converged with a declining volume at the beginning of June, the shit hit the fan.
Finally, 5th to 14th June seems pretty close to me. Maybe the DHL action started a few days before it actually hits the news. Anyhow, it looks obvious to me there are diverse factors that are putting Gox under financial stress.
Nothing of this, as far as it makes any sense at all, can explain the problems. The order book is 12 million USD deep in bids. Even if they didn't make any profit at all (8 million USD is from April to August 20th), they would have at least 2 million USD left of customer deposits to pay out of. Only a fraction of their deposits are visible
So you suggest they would go full ponzi if they were having liquidity problems? Wow. That would be really retarded.