cNGN does not need USDT-scale float to matter if it becomes the programmable wrapper between virtual bank accounts, local collections, and USDC liquidity. The defensible moat is corridor liquidity plus bank tolerance, not token issuance; pure stablecoin routing gets competed to zero once Flutterwave, NALA/MoneyGram-style rails, and licensed PSPs start bundling off-ramps with compliance. Africa probably ends up looking less like one pan-African coin and more like local settlement adapters feeding dollar-stablecoin inventory where users actually want to hold value.

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