Everyone keeps saying this like it's obviously true, but it's not obvious to me at all, and on a betting market I'd lay down good money that it's someone totally unrelated to FTX. SBF and everyone connected to him are under very close surveillance right now; if you knew him at all it would be stupid to think you could get away with this.

To me the much more likely scenario is that somebody had a persistent backdoor into FTX because it was a shitshow with no security, but they didn't act right away because they were waiting for the prize to get even bigger. But then when it all started imploding, they realized it was now-or-never and made their move.