I'm running out of ideas that don't fall under those ...
Maybe we need to be more creative in our thinking. What if the cold-storage wallet used a 2-of-3 signature transaction between Ukyo, someone that is off the grid and someone that has recently died or become unavailable? Or retrieving some signatures require some contractual requirement that cannot be disclosed? Or maybe even a block-height timeout in the transaction (not sure why he couldn't tell us this though... "you can all have your coins at block height 300000").
After reading today's
reddit post about protesting at MtGox (as foolish as that might have been), I realized that the need for secrecy around cold-storage wallets may have caused some entities to enter into non-disclosable contracts with counterparties, key escrow agents, etc. Security through obscurity sort of stuff.