Mark was in #bitcoin-dev at the time of the heist asking the bitcoin devs to roll back the blockchain, so that lines up with this theory.
Very interesting. You wouldn't happen to have an IRC log or a link handy to a thread discussing this, would you?
I just went over some chatlogs at
http://bitcoinstats.com/irc/bitcoin-dev/logs/2011/06/19 and it turns out I must've remembered wrong. Still an interesting conversation to go over if you read what MagicalTux (Mark Karpeles) says or rather what he does not say..