Usual — The First Two Years

We started with a question: why don't the people who use stablecoins own what they create? Two years later, we have the answer — and we're still building it.

From founding to five business lines. A look at what we've shipped.


The Story in Five Phases

Phase
Period
Theme

Origins

2022 – April 2024

Founding, research, first funding

Launch & Growth

May – December 2024

Products, markets, $2B in deposits

Maturation

January – August 2025

Revenue sharing, governance framework, ETH0

Unification

September – December 2025

Multi-currency, disinflation, full DAO ownership

V2 Foundations

January – February 2026

Credit, five business lines, neobank vision


Phase 1 — Origins (2022 – April 2024)

Usual Labs was founded in France in 2022. The mission: build a financial system where the people who use it actually own it.

Two years of research, design, and security groundwork followed. By April 2024, the protocol had funding from 15 investors, two completed audits, and $75M in committed deposits.

Date
Milestone

2022

Usual Labs founded in France — three co-founders, one mission

November 2023

Kraken Ventures confirms seed participation

April 2024

$7M seed round led by IOSG Ventures and Kraken Ventures (15 investors including GSR, Mantle, Starkware, Psalion)

April 2024

Protocol exits stealth with $75M committed — covered by CoinDesk and The Block

May 2024

First smart contract audit by Cantina

June 2024

Cantina Pegasus — public audit competition completed


Phase 2 — Launch & Growth (May – December 2024)

Six months of shipping. USD0 went live in May — a dollar balance fully backed by US Treasury Bills. bUSD0 followed in July. By November, Usual was the 61st project on Binance Launchpool. By December, total deposits reached $2B.

Date
Milestone

May 2024

USD0 launched — dollar balance backed by US Treasury Bills (Hashnote USYC)

July 2024

bUSD0 launched — fixed-term deposit earning daily USUAL rewards

October 2024

Paladin audit of L2 contracts — multi-chain deployment prepared

November 15–18

Binance Launchpool (61st project) — 300M USUAL distributed

November 19

USUAL listed on Binance — circulating supply: ~494.6M (12.37% of total)

November 2024

Listed on OKX and ByBit

November 2024

Major audits completed by Cantina, Halborn, and Sherlock

December 2024

$10M Series A led by Binance Labs and Kraken Ventures

December 2024

Additional audits by Blackthorne and Cantina

Late 2024

Deposits reach ~$2B

Investor alignment

The Series A brought together four major exchange venture arms in one round: Binance Labs, Kraken Ventures, Coinbase Ventures, and OKX Ventures. Alongside them: Galaxy Ventures, Symbolic Capital, Amber, and GSR.

Total funding raised: $17M.


Phase 3 — Maturation (January – August 2025)

This phase was about building the infrastructure that turns a product into a platform. Revenue sharing launched in January — the mechanism that distributes protocol earnings directly to locked USUAL holders every week. Eight governance proposals were debated and voted on. ETH0 extended the product line to Ethereum-denominated assets. Twelve additional audits hardened the codebase.

Date
Milestone

January 2025

Revenue sharing activated — protocol revenue distributed weekly to locked USUAL holders

February 2025

UIP-1 — Usual Stability Loan (USL) implemented

February 2025

UIP-2 — USL capacity increased

March 2025

UIP-3 — DAO treasury staking proposal. The community voted against it (72%) — governance working as designed

April 2025

UIP-6 — USUALx value maximization

April 2025

UIP-7 — Redemption fee redistribution to holders

May 2025

ETH0 launched — ETH balance backed by wstETH

May 2025

USUALx Lockup deployed — lock 1 to 12 months to earn revenue share

June 2025

UIP-8 — wstETH approved as ETH0 collateral

July 2025

UIP-9 — Locking mechanism, buybacks, and revenue alignment

July 2025

UIP-10 — USL parameters optimized

July 2025

bUSD0 upgraded — burn redemption mechanism introduced

Revenue model refined during this phase: 70% of protocol revenue retained by the DAO treasury. 30% distributed weekly to locked USUAL holders. A buyback program launched at ~$300K/week, repurchasing over 10% of circulating supply by late 2025.

12 audits completed during this period — Spearbit, Sherlock, OAK Security, Halborn, Hexens.


Phase 4 — Unification (September – December 2025)

The most transformative quarter in Usual's history. Four new products launched. The disinflation vote (UIP-11) reduced USUAL max supply from 4B to 3B and halved daily emissions. And in December, five governance proposals in fifteen days completed the convergence: bUSD0 received its final structure, new collateral was approved, and the DAO took full ownership of all protocol assets.

Date
Milestone

October 2025

EUR0 launched — euro balance backed by European sovereign bonds

November 2025

sUSD0 launched — dollar savings account

November 2025

sEUR0 launched — euro savings account

November 2025

USD0a launched — advanced strategy with market-neutral returns

November 13

UIP-11 — Disinflation era begins: max supply 4B → 3B, daily emissions halved

November 25

Vesting cliff — ~207M USUAL distributed to stakeholders

December 8

UIP-12 — bUSD0 restructured with rt-bUSD0 (Redeem Token) for flexible exit

December 2025

Liquidity migration to new infrastructure

December 17

UIP-13 — USUAL* (STAR) converted to soulbound, phased out by June 2028

December 18

UIP-14 — USTBL approved as USD0 collateral

December 23

UIP-15 — Full DAO Convergence: the DAO owns 100% of protocol assets. Usual Labs becomes a service provider. IP transfer scheduled for Q1 2026

UIP-11 — Disinflation at a glance

Before
After

Max supply (4 years)

4.0 billion

3.0 billion

Daily emissions

~2,738,000 USUAL

~1,350,000 USUAL

Projected full distribution

~November 2028

June 2028

Five governance proposals in fifteen days. Each one moved ownership closer to the community. By December 23, the DAO owned everything.


Phase 5 — V2 Foundations (January – February 2026)

Credit arrived. In January, the DAO acquired a fixed-rate lending protocol and launched it as Usual Credit. Three governance proposals in three days established the credit infrastructure. The protocol now operates five business lines — currencies, savings, credit, security, and governance — under one platform.

Date
Milestone

January 6

UIP-16 — UZR approved as USD0 collateral

January 8

UIP-17 — DAO acquires Fira lending protocol

January 8

UIP-18 — UZR lending market launched

January 14

Usual Credit goes live on the Usual app

January 27 – February 3

USUALx Early Unlock window — voluntary exit for holders

January 2026

EUR0a preparation — EUR0 Alpha audits and communications initiated

February 2026

Weekly revenue sharing active

February 2026

Continuous production releases on the Usual app

Five business lines, one platform

Business line
Products

Currencies & Deposits

USD0, EUR0, ETH0, FX rails

Savings & Yield

sUSD0, sEUR0, USD0a, bUSD0, Usual Vaults

Credit

Usual Credit — fixed-rate lending

Security & Compliance

20+ audits, monitoring, compliance rails

Governance

USUAL token, DAO ownership, revenue sharing


What We've Built — By the Numbers

12 products shipped in 20 months

Product
Launch
What it does

USD0

May 2024

Dollar balance backed by US Treasury Bills

bUSD0

July 2024

Fixed-term deposit — lock until June 2028, earn daily USUAL

USUAL

November 2024

Ownership and governance token — 3B max supply

USUALx

November 2024

Locked USUAL — earn weekly revenue share

ETH0

May 2025

ETH balance backed by wstETH

EUR0

October 2025

Euro balance backed by European sovereign bonds

sUSD0

November 2025

Dollar savings account

sEUR0

November 2025

Euro savings account

USD0a

November 2025

Advanced strategy — market-neutral returns

bUSD0 + rt-bUSD0

December 2025

Restructured bond with flexible early exit

Usual Credit

January 2026

Fixed-rate credit — borrow against your assets

EUR0a

In preparation

Euro advanced strategy

20+ audits by 8 independent firms

Cantina · Sherlock · Spearbit · Halborn · Hexens · Paladin · Blackthorne · OAK Security

Every product, every upgrade, every new contract goes through independent review before reaching users. Security is not a feature — it's the foundation.

Period
Firms

2024

Cantina, Cantina Pegasus, Paladin, Halborn, Sherlock, Blackthorne

H1 2025

Spearbit, Sherlock, OAK Security, Halborn, Hexens

H2 2025

Sherlock, Hexens, Halborn, Cantina

2026

Fira audit, EUR0a and EUR0 Oracle audits initiated

16 governance proposals voted

15 approved. 1 rejected by the community. Every major decision — from tokenomics to IP ownership — decided by vote.

UIP
Date
Decision

UIP-1

February 2025

Usual Stability Loan implemented

UIP-2

February 2025

USL capacity increased

UIP-3

March 2025

DAO treasury staking — rejected by community vote

UIP-6

April 2025

USUALx value maximization

UIP-7

April 2025

Redemption fee redistribution

UIP-8

June 2025

wstETH approved as ETH0 collateral

UIP-9

July 2025

Locking, buybacks, revenue alignment

UIP-10

July 2025

USL parameters optimized

UIP-11

November 2025

Disinflation: supply 4B → 3B, emissions halved

UIP-12

December 2025

bUSD0 restructured with rt-bUSD0

UIP-13

December 2025

USUAL* (STAR) soulbound, phased out June 2028

UIP-14

December 2025

USTBL approved as USD0 collateral

UIP-15

December 2025

Full DAO Convergence — 100% community ownership

UIP-16

January 2026

UZR approved as USD0 collateral

UIP-17

January 2026

DAO acquires Fira lending protocol

UIP-18

January 2026

UZR lending market launched

$17M raised from tier-1 investors

Round
Date
Amount
Lead investors

Seed

April 2024

$7M

IOSG Ventures, Kraken Ventures

Series A

December 2024

$10M

Binance Labs, Kraken Ventures

Backed by: Binance Labs · Kraken Ventures · Coinbase Ventures · OKX Ventures · Galaxy Ventures · Symbolic Capital · Amber · GSR · Mantle · Starkware

Infrastructure

  • 4 chains: Ethereum (primary), Arbitrum, Base, BNB Chain

  • Revenue model: 30% to locked USUAL holders / 70% to DAO treasury — distributed weekly

  • USUAL supply: 3B max, ~1.35M emitted daily, full distribution by June 2028

  • DAO ownership: 100% of protocol assets since December 2025


The Evolution

Phase
What we were
What we built

2022–2024

A team with a thesis

A stablecoin backed by real assets

2024–2025

A stablecoin protocol

A multi-product platform with governance

Late 2025

A platform

Five business lines, fully community-owned

2026

A Defi-Fintech

Money you actually own.


Two years ago, we asked: why don't people own what they create?

Today, Usual is a platform with twelve products, twenty audits, sixteen governance votes, and full community ownership. Built on real assets. Shared with the people who use it.

That was the foundation. Now comes what we build on top of it.


Last updated