Africa’s Animation Economy: IP Ownership Is the Only Business That Scales
UphivaBETAR
Kugali and Triggerfish have proven African animation can travel globally. The business model that makes it work is IP ownership — not production services.
Month: March 2026
493 posts
AI-Industrialised Identity Fraud: Africa Fintech’s 160,000-Attacks-a-Month Problem
A fraud syndicate launched 160,000 identity attacks using just 100 stolen faces. African fintechs are being forced to rebuild their identity infrastructure.
Nollywood’s Streaming Economy: What Netflix, Prime, and Showmax Are Actually Paying
The streaming wars have reached Nollywood — but what do the deals actually pay, and who captures the value?
Africa’s Cross-Border Payments Corridor Race 2026: Who Wins the Pan-African Payments Layer?
EAC passporting, Moniepoint’s Kenya entry, and Wise’s IMTO licence have put the pan-African payments race on a live footing. BETAR assesses who holds the structural advantage.
The CBN’s AI/AML Mandate Has Created a Gold Rush. These African Startups Are Positioned to Win.
The CBN’s AI/AML Mandate Has Created a Gold Rush. These African Startups Are Positioned to Win.
Persistent’s M Africa Climate Venture Fund: First Close, Investment Thesis, and the Gap It’s Targeting
Persistent Energy’s Africa Climate Ventures fund has closed its first million — targeting climate tech startups in a segment that traditional VC has underserved. An analysis of the fund structure, investment thesis, and the opportunity it’s betting on.
Sistema Bio and FarmCarbon’s M Raise: Biogas, Carbon Credits, and Smallholder Economics in Africa
Sistema Bio and FarmCarbon’s million combined raise represents the largest single investment in African biogas and carbon credit origination to date. BETAR analyses the deal structure, the smallholder economics, and whether the carbon credit waterfall is durable.
SOLA NAOS1: South Africa’s First Commercial Solar-Plus-BESS Wheeling Project
SOLA’s NAOS1 project — a solar-plus-BESS wheeling deal with Sasol and Air Liquide — marks a milestone for South Africa’s private energy market. A breakdown of the deal structure, the wheeling economics, and what it signals for the C&I energy sector.
Powering Africa Summit 2026: US Strategy, Aid Cuts, and the Commerce-Driven Energy Pivot
The 2026 Powering Africa Summit takes place against a backdrop of USAID cuts and a US foreign policy pivot from aid to commercial engagement. A briefing on what the summit revealed about Washington’s Africa energy strategy.
MTN Spent Its War Chest on Towers. Now What? — Capital Allocation 2026 Analysis
MTN spent $2.2B acquiring IHS Towers shares — 60% of its fintech war chest. The balance sheet impact, dividend risk, and what it means for MoMo in 2026-2027.
