Deep Dive
1. DAO Asset Transfer (Early 2026)
Overview: Usual plans to transfer ownership of critical protocol infrastructure (e.g., codebases, intellectual property) from the Labs to the DAO. This includes revenue-generating tools like vaults and yield engines. The move aims to cement decentralization, ensuring the community controls upgrades and revenue allocation.
What this means: Bullish for USUAL, as direct ownership of protocol assets could increase the token’s intrinsic value and governance influence. Risks include potential delays in technical execution.
2. USUAL STAR Sunset (Early 2026)
Overview: USUAL STAR, a token issued to early investors, will sunset as part of the protocol’s maturation. Holders will lose governance rights, consolidating power entirely with USUAL tokens.
What this means: Neutral-to-bullish, as this reduces dilution of governance power. However, early investors might sell STAR tokens upon expiration, creating short-term sell pressure.
3. Multi-Currency Stablecoins (2026)
Overview: Usual will expand beyond USD-pegged synthetics (USD0) to launch EUR0, GBP0, and JPY0. These will be collateralized by respective sovereign bonds, targeting global treasury management and FX hedging.
What this means: Bullish for adoption, as multi-currency support could attract institutional users. Success hinges on liquidity depth and regulatory compliance in new markets.
4. Governance Simplification (2026)
Overview: Governance will shift from multi-token complexity (e.g., USUAL STAR) to a single-token model. Proposals will focus on yield optimization, buyback thresholds, and treasury management.
What this means: Bullish for long-term holders, as streamlined governance reduces friction in decision-making. However, voter apathy or low participation could slow upgrades.
Conclusion
Usual’s 2026 roadmap prioritizes decentralization, multi-chain interoperability, and real-world financial integration. The DAO’s ability to manage asset transfers and governance shifts will be critical. Will expanded stablecoin offerings and simplified governance solidify Usual as a DeFi BlackRock, or will execution risks overshadow its ambitions?