On September 17, 2025, DeFi Technologies made headlines with its latest investment in Continental Stablecoin Inc., aiming to promote regulated local-currency stablecoins across Africa. This initiative puts particular emphasis on Nigeria’s cNGN stablecoin, positioning it as a central focus of the company’s strategy. The investment signals a growing interest in compliant digital assets in emerging markets, with Nigeria taking the lead in global stablecoin adoption. Recent statistics reveal that over 25.9 million users in Nigeria are actively participating in regulated digital payment systems.
The strategic entry into Africa’s regulated stablecoin market could not only accelerate DeFi Technologies’ expansion plans but also fortify its overall digital asset strategy. Investors are urged to maintain confidence in the increasing acceptance of regulated digital assets in emerging markets, which is expected to translate into sustainable revenue growth stemming from global blockchain expansion efforts.
However, while the investment in Continental Stablecoin Inc. diversifies regulatory risk and promotes growth within Africa, it does not materially alter the immediate importance of executing DeFi Alpha trades, which continue to be the main catalyst for earnings. Delays in this area remain the greatest short-term concern for the company.
Additionally, DeFi Technologies recently expanded its advisory role with TenX Protocols Inc., showcasing its ambition to broaden fee-based revenues alongside core trading operations. This aligns well with investor interests in discovering new avenues for recurring income, particularly as the adoption of digital assets continues to rise both regionally and globally. Nonetheless, investors should remain cautious of potential downside risks, especially if there are setbacks in regulatory developments or if deal execution fails to meet anticipated timelines.
The company’s financial projections reveal ambitious targets, forecasting revenue of $324.7 million and earnings of $269.6 million by 2028. This entails a considerable 62.4% annual revenue growth rate and an earnings rise of $250.2 million from the current $19.4 million. Consequently, projections indicate a fair value of CA$7.40 per share, suggesting a 110% upside from the current market price.
Community estimates regarding fair value for DeFi Technologies show a wide range, from CA$0.85 to CA$8.45 per share, reflecting different investor outlooks. As DeFi Technologies pursues global blockchain expansion, these divergent views emphasize the importance of regulatory approvals and the momentum of deals as pivotal factors in the company’s growth trajectory.
Investors are encouraged to explore more about DeFi Technologies’ financial health and potential, particularly through a comprehensive analysis that highlights two critical rewards that may influence investment decisions. A free research report summarizing these insights is available, offering a visual snapshot of the company’s overall financial condition.
While providing valuable commentary based on historical data and analyst forecasts, it is essential to note that this article does not constitute financial advice. Investors are advised to assess their financial situations before making any decisions regarding stock purchases or sales.
