A few comments on this:

1. This is very well possible and I know for a fact it’s not the first place to do lightning analytics, though it’s the first public offering.
2. To get an idea of how they would do analytics, read this. I wrote it specifically because this was happening / was possible and I felt the need to let lightning users know they aren’t “hand wavy” safe just by using lightning. I know chainalysis read/shared it when it was released. 😅