No. That may the majority of the people affected, but that doesn't explain all of the people affected.

People who applied for maybe 2, at least definitely 3, of the exact same card within 2 or 3 years are impacted, probably because Citi (mistakenly) thinks that they must have abused mailers to do this, but a few people were sent mailers addressed directly to them multiple times due to Citi's oversight, and in the strictest terms those were not "mailer abuse" (they did involve changing the name of the person on the mailer when applying, they did not involve opening up new AA accounts at all).

And so if AA can misunderstand the various ways that some people can be able to apply for multiples of the same Citi card without "mailer abuse" (and do rash things like terminate people's accounts based on that misunderstanding), I fear that they could misunderstand how someone could get multiples of the same Barclay card in 2 or 3 years if that were possible through some other "loophole".

So I think all AA same-card churning faster than the official rules allow should be put on hold until we understand much more about this shutdown wave. So far AA hasn't explained anything about it, we just have random datapoints (all too many of which are hidden in a private Reddit forum).