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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. 😅