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> Doesn't this cover it quite well?

No it doesn't. What Andrew_Quentin meant is that even ignoring the gap (grey line) or taking it into account (red line), both show that 500k BTC are missing by Nov 2011, and this all happened in a mere 5 months, between Jun and Nov: http://4.bp.blogspot.com/-Np_kU7aOZOY/VS_HpjyMq2I/AAAAAAAAC3...

I find it surprising that WizSec doesn't advance the following theory, but it is likely that the same hacker from the disastrous June 2011 hacking incident (which I blogged about; http://blog.zorinaq.com/?e=55) is responsible for stealing the MtGox bitcoins which started disappearing right around this time.



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