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 @LexSokolin, citing analysis from @artemis, @CastleIslandVC, and @dragonfly_xyz, stablecoin monthly volume related to economic activity has reached $6 billion, with more than 50% attributed to B2B payments. The data also highlights a growing share coming from card spending. These trends underscore stablecoins’ increasing role in global business transactions and consumer payment solutions, suggesting heightened utility and adoption that could translate to increased liquidity and trading opportunities in the crypto market (Source: Lex Sokolin Twitter, May 30, 2025).

According to @getpartna, the B2B payments support and infrastructure provider published its growth statistics for MiniPay, revealing that over $10 million in stablecoin volume was processed through more than 1.5 million transactions. This data confirms robust adoption of stablecoins for business payments, signaling increased utility and liquidity for stablecoin assets in the global crypto market. Traders should note the growing role of stablecoins in international B2B transactions, which may drive further demand and price stability for major stablecoins such as USDT and USDC (Source: @getpartna on Twitter).