I'm not sure how believable are those numbers. Businesses having their best day ever on stripe being exactly 9001 (It's over 9000!) for quite some time now seems rather suspicious.
Companies who use Stripe for payments would very much skew towards that. They have a great representation of up-and-coming specialty internet retailers. And the year-over-year numbers are unencumbered this year after being dragged down by pandemic and recession effects in the last few. Plus inflation pushes up the raw numbers.