There's a lot in that thread to sort through, but...

The exchange that zhou founded had about 60,000 bitcoins stolen in two instances. Plenty of evidence pointed to an inside job, probably by zhou himself.

This link provides Zhou's explanation of what 'really' happened, where he claims a Chen Jianhai, Chinese multi-millionaire with ties to organized crime who hunts for ancient relics and artifacts in his spare time, was the 'real' thief.

https://bitcointalk.org/index.php?topic=95795.0

I'll leave it to others to assess the plausibility of this scenario.