I would guess that in principle, it should be possible to build it so that they don't know which Strike user has which npub.

Are they doing that? Or is there a database with npubs and identities somewhere? Would be great to know what we're dealing with nostr:npub12vkcxr0luzwp8e673v29eqjhrr7p9vqq8asav85swaepclllj09sylpugg.

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It’s likely they connect them even if by accident. For regulatory reasons they will at the very least be storing logs for a few years. Samurai leaked Xpubs despite explicitly being a privacy tool.