Deep Dive
1. DAO Asset Transfer (Early 2026)
Overview: Usual will transfer ownership of critical infrastructure and intellectual property (developed by Usual Labs) to its DAO, solidifying decentralization. This includes smart contracts, treasury management tools, and protocol upgrades.
What this means: Bullish for USUAL because it reduces centralized control risks and aligns long-term incentives with token holders. Risks include potential execution delays or governance disputes during the transition.
2. Multi-Currency Expansion (2026)
Overview: Following the Q4 2025 launch of EUR0 (a euro-pegged stablecoin), Usual plans to activate institutional FX rails for seamless EUR↔USD swaps and expand to GBP/JPY stablecoins.
What this means: Neutral-to-bullish – while this could attract European institutional users and diversify revenue, adoption depends on liquidity depth and regulatory clarity in non-USD markets.
3. USUAL Utility Boost (2026)
Overview: Proposals include locking mechanisms for higher staking yields, fee discounts for governance participants, and loyalty rewards for long-term holders.
What this means: Bullish if implemented – reduced sell pressure from locked tokens and increased demand for utility-driven perks. However, complex tokenomics could confuse casual users.
4. Synthetic Asset Growth (2026)
Overview: After launching ETH0 (ETH-backed synthetic) in 2025, Usual aims to release BTC0 and refine its “++” bond model (e.g., ETH0++), allowing users to lock assets for boosted yields.
What this means: Bullish for TVL growth – synthetics could tap into Bitcoin’s $1T+ market cap. Risks include competition from established players like Lido.
5. Transparency Center (Q1 2026)
Overview: A public dashboard will display real-time data on collateralization, protocol revenues, and risk metrics (e.g., treasury health).
What this means: Bullish for trust – transparency reduces “black box” fears, especially after a May 2025 security incident (BlockSec).
Conclusion
Usual’s 2026 roadmap focuses on decentralization (DAO control), multi-currency utility, and synthetic asset innovation. Success hinges on executing governance transitions smoothly and maintaining its ~$27M annualized revenue base. With USUAL down 92.7% from its all-time high, can tighter tokenomics and new products reignite investor confidence?