I am not trying to believe what we have been told, nor disbelieve it.
Yet despite the many lies told by Karpeles, you choose to believe that he had a cold wallet and coins were stolen from it.
Everyone else believes that to be impossible.
How to square the two statements?
At the moment you have to go with whatever is the simplest explanation, which is that Karpeles is lying and/or extremely confused.
Revise that assessment as verifiable info emerges.
I dunno.
My $.02.