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.
It seems very related to Silk Road, and recent posts at SR point that they are directly related, remember these are simply posts by people well-known within the Silk Road community and cannot be verified, but apparently someone claimed to have found the Silk Road hacker and posted their personal identification information online to try and scare them into returning the coins. They also claimed this person was behind the attacks on Gox, Stamp, BTC-e, etc although I am unsure what exactly they are trying to say he accomplished with that, as they said malleability can't steal coins, but they say he stole something. Link
http://www.deepdotweb.com/2014/02/18/alleged-silk-road-2-0-hacker-doxxed/ The whole situation is really messed up no matter what the real story is.