The way I'm leaning now is that the 750,000 BTC loss is pure FUD, leaked so that Gox depositors are more likely to settle for less than the par value of the Gox IOUs.
I think that Gox has lost customer funds and Gox is insolvent, but not nearly to the degree that a 750,000 BTC loss would imply. GoxBTC's sold as low as 0.07 BTC = 1 GoxBTC on BitcoinBuilder, and right now the price is 0.14. If a company looking to takeover Gox knows that the solvency situation is not that bad, they could buy up a great deal of GoxBTCs at less than 20% of face value. In fact, maybe that is what is happening now. Perhaps this is all it takes to regain solvency, or perhaps they cut a deal with remaining depositors for 500 mBTC on the coin. With the current FUD in the air, I bet a lot of depositors would jump at a chance to get 50% of their funds back.
I think that Gox has lost customer funds and Gox is insolvent, but not nearly to the degree that a 750,000 BTC loss would imply. GoxBTC's sold as low as 0.07 BTC = 1 GoxBTC on BitcoinBuilder, and right now the price is 0.14. If a company looking to takeover Gox knows that the solvency situation is not that bad, they could buy up a great deal of GoxBTCs at less than 20% of face value. In fact, maybe that is what is happening now. Perhaps this is all it takes to regain solvency, or perhaps they cut a deal with remaining depositors for 500 mBTC on the coin. With the current FUD in the air, I bet a lot of depositors would jump at a chance to get 50% of their funds back.
If the 750,000 BTC loss is true, I think it is game over for Gox. If the 750,000 BTC loss is true, I also think this was an insider job.
