Mixers works well with small "typical" amounts. When 200,000 bitcoins are stolen - mixers are useless to hide them. Theoretically it is possible to track down

Mixers works well with small "typical" amounts. When 200,000 bitcoins are stolen - mixers are useless to hide them. Theoretically it is possible to track down criminal if physical product stores would cooperate in that. If criminal buys something to be shipped to certain address - backtracing logic could be utilized to detect that money are coming from stolen source. This does not guarantee that actual thief is spending bitcoins but possibility is there. I expect some API "bitcoin theft detection" sevices will start popping up.