Vaults

Why Vaults?

bUSD0 is a composable product designed to access DeFi opportunities while preserving its productive nature. With Usual Vaults, bUSD0 holders can deposit bUSD0 directly into Vaults and gain exposure to integrated external strategies in addition to bUSD0’s ongoing USUAL token rewards.

This integration delivers three outcomes:

  • Stronger demand for bUSD0 by adding utility beyond holding to maturity or providing liquidity

  • Sustainable revenue for the USUAL DAO via management and performance fees

  • Active deployment into high-yield DeFi strategies, supporting long-term ecosystem growth and stability

As described in the protocol’s product taxonomy, Vaults extend the Liquid Bond Token (LBT) composability principle: bUSD0 can be deployed across DeFi while remaining productive. Vaults formalize that composability into a managed, curated experience.


How Usual Vaults work

Vaults leverage partnerships, most notably Lagoon Finance, to provide “managed composability.” Each Vault is managed by a curator, who is responsible for:

  • Selecting investment strategies, including Real-World Asset (RWA) opportunities with T+1 settlement

  • Ensuring fair valuation of Vault shares using oracle pricing

  • Reducing front-running risk through epoch-based settlement

Deposit flow (epoch-based)

When depositing into a Vault, users convert bUSD0 1:1 into USD0. Deposits are processed through an epoch mechanism:

  1. Epoch initialization The first epoch begins at contract initialization.

  2. Deposit request Users submit a deposit request (e.g., 300 bUSD0) and transfer assets into a secure silo.

  3. Settlement The curator calls settleDeposit, which:

    • secures the deposited tokens, and

    • mints Vault shares at a fair valuation based on current oracle pricing.

  4. Optional cancellation (pre-settlement) Before settlement, users can cancel the deposit request and recover their tokens from the silo.

Withdrawal flow (epoch-based)

To redeem Vault shares, users follow this process:

  1. Withdrawal request Users submit a redemption request and place their Vault shares into a silo.

  2. Epoch transition The curator updates total assets, closing the current epoch and opening the next.

  3. Redemption settlement The curator executes settleRedeem, which burns Vault shares and transfers the equivalent bUSD0 plus accrued interest back into the Vault (for user claiming).

  4. Claiming funds Users call redeem to transfer the redeemed assets to their wallet. This step is optional, but prompt redemption is generally better for financial optimization.


Vault fees

Vaults apply a performance fee only to returns above a base yield (the reference rate) set by the DAO (e.g., 4% APY/APR). For example, the stUSR Vault charges a 20% fee on yields exceeding this reference rate.

Fee type
Description
Typical rate

Management fee

DAO retains yield up to the reference rate

Reference rate (e.g., 4% APR)

Performance fee

Charged on returns above the reference rate

20%

Entry/exit fee

None for standard deposit/withdrawal

0%

This structure ensures the DAO captures a baseline return on Vault capital (supporting the protocol’s insurance fund and treasury operations), while users benefit from outperformance above the reference rate.


Available Vaults

ustUSR++ Vault

The inaugural Vault strategy, the ustUSR++ Vault, deploys bUSD0-sourced USD0 into stUSR (Resolv’s staked USR token), a delta-neutral yield product.

Key characteristics:

  • Underlying strategy: stUSR (Resolv’s staked USR token)

  • Yield source: delta-neutral cash-and-carry strategies, similar in concept to USD0a (Alpha USD0)

  • Settlement: T+1 settlement for RWA-related components

  • Performance fee: 20% on yields above the reference rate

  • Curator: managed by a dedicated Lagoon Finance curator

Superstate Vault

Syrup Vault

Sky Vault


Risk considerations

Vaults introduce additional risks compared to holding bUSD0 directly:

Risk category
Description
Mitigation

Smart contract risk

Reliance on Lagoon vault infrastructure and underlying protocols introduces smart contract vulnerabilities

Usual Protocol has undergone 20+ audits by leading firms; Lagoon Finance contracts are independently audited

Strategy risk

Strategies (e.g., stUSR) face market risks such as negative perpetual funding rates driven by long/short imbalances

Curator selects proven, audited strategies; diversification across strategy types

Counterparty risk

Exposure to external trading platforms (e.g., exchange hacks)

Use of institutional-grade counterparties; the protocol’s multi-layered counterparty risk framework informs strategy selection

Liquidity risk

Epoch-based settlement can delay withdrawals

Deposits can be canceled before settlement; epoch durations are kept short

Curator risk

Performance depends on curator strategy selection and execution

Curators are vetted; DAO governance can adjust parameters and curator appointments

Important: Vault users should assess these risks against potential returns. Vault strategy yield introduces exposures beyond the conservative collateral profile of USD0’s underlying T-Bill backing, which maintains zero tolerance for credit and FX risk and limits duration to under 0.33 years.

Holding bUSD0 vs. depositing into a Vault

Feature
Holding bUSD0
Vault deposit

USUAL daily coupons

✅ Yes

✅ Yes

External strategy yield

❌ No

✅ Yes

Smart contract risk

bUSD0 contract only

bUSD0 + Lagoon + strategy contracts

Liquidity

Immediate (secondary market)

Epoch-based withdrawal

DeFi composability

Full (Pendle, Morpho, Curve, etc.)

Limited to the Vault position

1:1 maturity redemption

✅ Guaranteed (June 2028)

✅ Via bUSD0 redemption at exit


Key takeaways

  • Two yield streams: bUSD0’s native USUAL rewards plus external strategy returns.

  • Epoch-based settlement: curator-managed epochs support fair valuation and reduce front-running.

  • Fee model: the DAO retains yield up to the reference rate; users earn excess returns minus a ~20% performance fee.

  • Risk/reward trade-off: higher potential yield comes with additional smart contract, strategy, and counterparty risk.

  • Pre-settlement cancellation: users can cancel deposit requests before settlement.

  • Powered by Lagoon Finance: Vaults use Lagoon’s managed vault framework for security and operational efficiency.

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