question is how is the current situation of 'vanishing bitcoins' explained by this timeline. there must be a connection but it isnt obvious.
what i find highly likely is an on going investigation where mtgoxs bitcoins were seized somehow. if gox had there real cold storage inconveniently hard to access, storing the keys in different bank deposit boxes around the world than there are bitcoin still left but arent being used now for some reason. much bitcoin blockchain community investigations proves with a high chance that the coins are still around.
I've been reading Looziks threads and they are of the same line of thinking that there is more going on beyond 'disappearing' hacked coins.