According to @thedaoofwei, citing Simon Taylor on X, Airwallex raised $330M at an $8B valuation, topped $1B in annualized revenue up 90% year over year, processed $235B+ in transaction volume, and is relocating its headquarters from Melbourne to San Francisco, signaling strong traction in cross-border B2B payments infrastructure; source: @thedaoofwei. The source highlights that Airwallex is positioned as multi-rail treasury infrastructure for CFOs managing 20+ local clearing systems, FX, and cross-border settlement, distinct from developer-first providers like Stripe with some product overlap as it expands in the US; source: @thedaoofwei. The thread details a risk debate after Keith Rabois raised concerns about a potential Chinese backdoor, noting China’s National Intelligence Law can compel cooperation, Airwallex has engineers in Shanghai, and Tencent is an investor, making jurisdictional risk scrutiny relevant for firms handling sensitive financial data; source: @thedaoofwei. Airwallex’s stated controls include US data stored only in the US or Singapore, no production data access for Chinese engineers, and independent SOC 2 audits, with the suggested industry answer being auditable code reviews, data residency attestations, and third-party verification; source: @thedaoofwei. The source concludes that despite geopolitical debate, execution and CFO demand around settlement times and FX spreads underpin the $8B valuation, with the attention potentially acting as free marketing as the company enters the US; source: @thedaoofwei.

According to @peterhch, Airwallex has blocked his accounts again, with multi-day response times and repeated flags allegedly due to his company operating in Web3 (source: @peterhch on X, Sep 4, 2025). According to @peterhch, this comes despite a stated shift by Airwallex to embrace crypto after its founder previously criticized stablecoins (source: @peterhch on X). According to @peterhch, traders and Web3 operators relying on Airwallex should account for three immediate risks: unexpected payment freezes disrupting fiat settlement, delayed treasury/vendor transfers due to slow support responses, and on/off-ramp concentration risk during market volatility (source: @peterhch on X). Based on @peterhch’s report, a practical mitigation is to diversify payment rails and maintain stablecoin or fiat buffers to avoid forced de-risking if accounts are frozen (source: @peterhch on X). No company response was included in the post, according to @peterhch (source: @peterhch on X).