Bank run = Buying BTC on Mtgox. As of yesterday, Mtgox had a 200 gap on other exchanges. Then it's dropped to 160 now. Why the sudden confidence in Mtgox if nothing's changed?
Ask sum doesn't show BTC just sitting in an account with no orders right?

Probably about 95% of all users have already withdrawn their BTC. Those missing BTC might be those which were not for real on the exchange anymore. Gox might not own them anymore.
Instead they used bogus
BTC for the trading exchange.