The real story in Ethiopia's 180% stablecoin surge isn't adoption — it's that stablecoins have become the automatic response to currency collapse in emerging markets, and nobody is tracking how quickly this pattern will replicate across the 50% of Africa that remains unbanked.
Ethiopia's currency-driven stablecoin surge validates the Nigeria Stablecoin Institutional Build thread (currency instability as adoption driver) and connects to the Safaricom Ziidi thread (Kenya's mobile money infrastructure as on-ramp). The 88% off-continent transaction routing explains why BRICS+ payment infrastructure (India CBDC Bridge thread) has real traction potential in Africa.