People who are smart, even experts in their field, can be fooled by conmen. Remember that while the experts are experts in their field, the conman is also an expert in their field. Their field just happens to be exploiting human nature to fool people. Without more information, it's hard to know if that's what happened, but it's a reasonable answer to the question.
Both scenarios require the ability to modify Electrum in a deceptive way (presuming Andresen is familiar with Electrum and uses it frequently). The complexity of either scenario would require considerable literacy both with networking and code, and perhaps months of practice to make sure everything went off without a hitch. Thus, they seem pretty implausible. But if anything out of this scenario is true, I give props to the guy for really committing, you know?
I then expect Wright to come up with some bs, and then we'll all move on.
Gavin is only human, I can say I'm surprised to the extent he stated so adamantly 'without a reasonable doubt', but again, he's human.
He said "I am convinced beyond a reasonable doubt." That's still a very high standard, but he left room for some doubt.
In short, I don't this this is likely.