I really should move on from speculating about MtGox and the murky world surrounding it. But its HARD, with so much still obscure.
In a previous post I showed how Instawallet seems to show up prominently on the transaction trail after the MtGox dog-and-pony-show (by which I mean their "show of coins" back when). Anyway, I just found this thread dating back to when Instawallet nearly folded and got taken over. An interesting piece of history on several fronts. But check out post #19 from Mystery Miner. He seems to be reporting some wierdnes whereby when he tired to use Instawallet to buy ganja on Silk Road, the ganja was actually purchased with apparently stolen coins, while his actual coins got used to purchase a "killer wet job". I have know idea what that is, but that aside it does seem he is reporting some kind of Gox-Instawallet fund confusion or interchangeabilit . although how reliable his evidence is though may be called into question by the fact that he may be judged from his post to be:
a) a self-styled shadowy enigma and international cyber-man-of-mystery
b) a self-proclaimed buyer of illegal drugs and frequenter of the deep web
c) maybe just a bit of a sleaze
... he may have actually been onto something there though!
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