IntelliSages

LIVE NOW: The Rise of Local Stablecoins in Africa Report 2025 A deep dive into Africa’s evolving stablecoin landscape - from payments to RWA tokenization. Built by @IntelliSages - Africa’s Blockchain Data & Intelligence Hub. 🔗 Read the full report: #insights" target="_blank" rel="nofollow noopener">intellisages.com/#insights

@JustVykee We will send out invites soon. Hope you have registered?

@IntelliSages Please when will the next intellisages fellowship begin?

We are proud to spotlight the IntelliSages Fellows - a cohort of data professionals who transformed learning into real-world impact. Over the past 3 months, these fellows conducted research, performed data analysis, and developed insights that contributed to two major reports

As part of our ongoing training programme for @MeristemNigeria's alternative investment analysts, we recently built and back-tested a Top 15 Crypto Index and the results sparked some genuinely interesting conversations about digital assets as an investable asset class. Here's what we did. We constructed a rules-based, market-cap weighted index of the 15 largest cryptocurrencies, rebalanced quarterly. The idea was to simulate what a disciplined, institutional-grade approach to crypto exposure would have looked like using the same logic you'd apply to a traditional equity index. We back-tested it from January 2020 to end of 2025, starting with a hypothetical $100,000 portfolio. The back-test returned +758.7% over that period. Not from making active bets or timing the market but from following a consistent, rules-based process through one of the most volatile periods in financial markets, including the 2022 crypto winter where the index dropped 68.4%. Two design choices defined the methodology: → Quarterly rebalancing. The top 15 coins by market cap are identified fresh every January, April, July, and October. The portfolio is fully rebuilt each quarter based on current prices and rankings - no legacy positions, no drift. → A dynamic universe. The composition changed meaningfully over time. In 2020, the index was dominated by BTC, ETH, XRP, and BCH. By 2025, SOL, AVAX, TON, SUI, and HYPE had entered reflecting how rapidly the digital asset landscape evolves. A static portfolio would have missed that entire structural shift. One of the most revealing findings: Bitcoin's raw market-cap weight ranged between 44% and 77% across the back-test period. That level of concentration is something any institution building a real allocation would need to think carefully about and it's exactly the kind of insight this training exercise was designed to surface. The exercise helped our analysts think more rigorously about digital assets: how to define a universe, how to build a systematic rebalancing framework, and how to interpret performance through multiple market cycles. But beyond the training value, it raised a broader question that we think more traditional institutions should be sitting with: If you were to build a structured, transparent, rules-based exposure to digital assets - what would it look like? And what would it have returned? For institutions that have been watching the crypto space from the sidelines, the back-test data suggests the asset class rewards discipline as much as conviction. We'd love to hear how other investment professionals are approaching this conversation. Drop a comment or reach out directly. #DigitalAssets #CryptoInvesting #InstitutionalInvesting #AlternativeInvestments #CryptoIndex #PortfolioManagement #Meristem #AnalystTraining

Over the next two weeks, we will be working closely with their team to explore institutional frameworks for digital asset research and investing covering - Crypto Valuation Models - Crypto Investment Fund Structures - On-chain Analytics - DeFi yield strategies - etc

We are excited to announce that IntelliSages has begun a Digital Asset Investment Training Program with the Alternative Investment Team at @MeristemNigeria

Over the next two weeks, we will be working closely with their team to explore institutional frameworks for digital asset research and investing covering - Crypto valuation models - Crypto Investment Fund Structures - On-chain Analytics - DeFi yield strategies Etc

Sub-Saharan Africa pays the world's highest remittance costs, ~9% avg vs the 3% UN target. On $1,000 sent home, nearly $90 vanishes in fees. That's why stablecoins now make up ~43% of crypto volume in SSA. See full report ; intellisages.com/download-report

We break this down in our report: State of Crypto Adoption in Africa Read here (intellisages.com/download-report) #Crypto #Africa #Stablecoins #Fintech #DigitalAssets

Across several African economies, inflation remains elevated. In markets like Nigeria and Egypt, double-digit inflation and 20–40% parallel FX premiums distort access to dollars. When local currencies lose purchasing power, financial decisions shift from growth to survival.

If you'd want to be a part of the next IntelliSages Fellowship, start your journey with AnalyticsSages and we'll be in touch with you. Powered by @SagesLab #SagesLab #IntelliSages

At IntelliSages we're committed to accelerating crypto adoption through data intelligence, training and collaboration. These Fellows have been instrumental to this mission. Congratulations Fellows @Timi_blaize @deevhyno @willsbills @passieintel @vhictoirya @eveshiey

Stablecoins supply linked to Africa-related flows reached ~ $300 billion by mid-2025, dominated by Tron and Ethereum, with USDT leading adoption. This scale signals that stablecoins are fast becoming Africa's core financial infrastructure. Full report: intellisages.com/download-report

African crypto funding is seen shifting gears and maturing. “After peaking at $474M in 2022 and falling to $122.5M in 2024, capital is shifting toward enterprise-grade infrastructure. Stable-coins are now seen as strategic plumbing by payment networks and global investors, reinforced by regulatory progress in Nigeria and South Africa in 2025.” Insight: @IntelliSages intellisages.com/download-report

Our latest report explores: • Structural adoption drivers • Nigeria as a liquidity hub • Stablecoin growth • Funding & infrastructure trends Access the full report: intellisages.com/download-report #CryptoAfrica #DigitalAssets #Stablecoins

State of Crypto Adoption in Africa — New Research from IntelliSages 📊 Africa’s crypto ecosystem is moving beyond early narratives into real infrastructure: stablecoin rails, enterprise adoption, and evolving regulation. 👇

Happy New Year 🎊

Explore the full dataset and charts on our Dune dashboard dune.com/intellisages_h… Follow @IntelliSages

3/3 @Celo shows how millions of tokens don’t always equal millions in value. Supply can exaggerate perceived liquidity, and denomination ultimately determines economic weight. The conclusion is clear: stablecoins analysis requires more nuance once you step outside USD pegs.

Most people assume stablecoins only matter on Ethereum, Tron, and Solana since they dominate the market. But stablecoins also exist in smaller ecosystems like @Celo , where supply and market cap tell very different stories once you move beyond USD-denominated assets. 🧵