[pessimizer]

The impression that I get is that after they busted Alphabay, they nabbed a number of sellers and possibly some large buyers, who were held incommunicado. When there was a big migration from Alphabay to Hansa of both customers and sellers, there was an opportunity to set up many of those sellers' entire presence from scratch there. So it wasn't just the site that was compromised, but many of the largest individual sellers themselves, physically.

Of course, I know nothing and have just heard of either of those sites this morning.