Who's theory is this? It makes no sense, with due respect!
I have no idea whether this is correct. That's why I wrote "WARNING: PURE SPECULATION."
The bottom line is that there's no way MtGox didn't notice a slow theft of 750,000 BTC. My three contending theories in current order of preference are:
#1. What I posted above.
#2. The 750,000 BTC figure is FUD designed to buy-out GoxBTC for cheap and close the (smaller) solvency gap.
#3. The "Mark messed-up the private key to deep cold storage" theory.
R U saying that the price of BTC should bounce because 750 k are gone?...
If there are 750k BTC less than what everyone thought, I'd say that was very bullish, at least over the medium and long term.