check this thread - VERY related imo:
https://bitcointalk.org/index.php?topic=537772.0So, to sum this up... it looks more and more like there is/was a federal investigation that allowed authorities to both Gag order gox and also freeze their bitcoins. Now, for the GAG order to actually work, there needed to be a cover story - and the TID was a the mechanism to blame for everything, while the investigation is underway. IMO this is related to silk road/s.
If what I said is correct, then almost all of the Bitcoins should be "found" and it fits well what Mark said... the bitcoins are not lost - just temporarily unavailable. He put a link to a site called "gag" and a directory named gag on that almost same note.
So imo that's what's going on, but I could be MILES off, as there are many questions marks about this whole thing - as you would expect there be if this is the case anyway.