Well, they are mining at a pretty steady 4TH/s @ BTCGuild for a couple of days now.
Assuming that the Anonymous user at Ozcoin is also from ASICMINER, the hash rate here is also 4 TH/s
Just after the Anonymous user dropped by 800GH/s, the bitfountain2 user popped up with 700 GH/s
See the log graph here)
So maybe they are splitting everything in 4TH/s portions, and started solomining with the rest of the 12TH/s?
Another possibility is that there are a LOT of persons who fired up their GPU's (again) and started mining because of the exploding Bitcoin prices
I'm looking forward to the Friedcat's post tomorrow! So excited! Nice work!