“we do know that Apple has been interested in integrating Apply Pay into web sites and ecommerce so perhaps this is indicative of their interest in a mutually beneficial financial per purchase arrangement.”
Good call Duma! Where better to figure out how to integrate Apple Pay at the grass roots and come from behind to get a head of companies like Square or PayPal or the like.
My business website uses my local bank. But I will tell you, there is nothing like having a click here button in your emails when you send out your invoices. And then a pay now button at the top of your website.
For a long time it did not work on mobile. But I checked last month and now it does! Yippee for me! But why shouldn’t Apple become the PDF of mobile website payment infrastructure!
Okay, I think as I go by stream of consciousness, so it all has come together now…really.
Tobi has spoken often about the friction in current payment transaction technology. That SHOP came out with its own Square like product because no one was doing it any better. And that SHOP has been thinking about how to antiquate its own credit card system.
Tobi has spoken about one click (or no click) purchasing with no friction. Much like Amazon’s just opened grocery store in Seattle (their first, where you walk in, pick your items, pack them up, walk out the door. Your credit card is already on file with Amazon).
Between Samsung and Apple, you can cover the majority of mobile users in the first world and beyond.
That would be a big deal to Apple and a big deal to SHOP.
My best speculation and what makes most sense other than having bumped into Tobi at some convention or vacation site or wherever else really rich business leaders bump into each other. Polo grounds? 
Tinker