
Stripe’s 2025 letter reveals stablecoin payments reached $400B, with majority from B2B, alongside Bridge’s transaction surge and AI-driven commerce initiatives in partnership with OpenAI.
In its 2025 annual letter, Stripe reported processing $1.9 trillion in payments in 2024, a 34% year-over-year increase, representing about 1.6% of global GDP. Stablecoin payments doubled to $400 billion, with 60% originating from business-to-business transactions. Its acquired platform Bridge achieved more than fourfold growth in transaction volume. Stripe launched Tempo, a blockchain payments platform, and partnered with OpenAI to create the Agentic Commerce Protocol and Suite for AI-integrated commerce solutions.