Yeah, I assumed that too. But if you notice... the first ever transaction to that address was from DPR. What does that show? He either knew the owner of that address beforehand or he was himself the owner. Now if the owner of that address was someone else why isn't he spending his coins? Surely the owner is not simply hoarding coins for 2 years without spending a satoshi. That just doesn't seem likely. (I may be wrong... but its very unlikely to be someone else's address)
On the other hand, if we assume that the address was used for cold storage all the pieces fit. Unless DPR suddenly turned from mastermind of largest online drug market to a philanthropist its safe to assume that it is his address. Btw, I found another path to the same address (1933..) from 1DLN (for the 5000BTC).. its too lengthy and took my script a couple of hours to find it. I bet the FBI has better tools in its arsenal to find more such addresses (all it needs is a really efficient graph analysis engine and good processing power). I might still be wrong... but the evidence suggests otherwise.
What ente said above about it being hard to know anything from 3+ hops, is good advice. The 1933... 111,111 BTC address could also be a cold storage address for MtGox (look back a few pages in this thread, I was probably the last person to be convinced that 1DKy was actually an SR address rather than an MtGox address). Some cluster evidence and better comparisons would need to be made (how about comparing 1933.. to 1Dky.. versus the MtGox green address 1LNW..? Which path is shorter?) You know what about say about
assumptions.