Seeing as how not anyone on this forum has provided ANY evidence that proves otherwise, I'm sticking with this as a far more likely theory.
Gox has been watched by the US govt for years now. If you were being pressured to conform to regulations, then had an account shut down by DHS, would you try to steal ALL the coins out of your cold storage wallet for everyone to see?
No mention by the "experts" or general media of the transaction that started to disperse the cold wallet funds:
https://blockchain.info/tx/478ea915aa3a2e54503c43e1c5659722b42a784412423a05394c83a44affb805. It would be a simple matter for the Feds to ask Karpeles why these transactions were made. We would already be hearing about it if they were. With so much heat, I simply cannot believe that Karpeles would try to steal hundreds of millions in broad daylight.
Many will say it was incompetence. I don't buy that either. Transaction malleability doesn't explain how a cold wallet just starts dividing up coins. No one hacked the coins. They were moved by someone with the private keys, and maybe, that person had a gun to their head.
To think that you can replace an entire monetary empire without these kinds of black ops being waged is completely ridiculous. The mainstream media story completely fits with the governments MO of "problem, reaction, solution" - there's a reason for that, and its not a coincidence.