Latest Usual USD (USD0) News Update

Deep Dive

1. TAC Mainnet Launch (15 August 2025)

Overview:
USD0 deployed on TAC blockchain via LayerZero’s OFT standard, enabling native bridging through Interport. The integration includes a dedicated TAC Vault for yield farming, retroactively rewarding early depositors with USUAL incentives.

What this means:
This is bullish for USD0 because multichain expansion improves accessibility and utility, while vault incentives could deepen liquidity. However, reliance on TAC’s nascent ecosystem introduces execution risk. (Usual Money)

2. Anchorage Delisting Backlash (27 June 2025)

Overview:
Anchorage Digital removed USD0, USDC, and AUSD from its platform, citing “elevated concentration risks” in issuer structures. Agora CEO Nick van Eck accused Anchorage of bias, noting ties to competitor Paxos.

What this means:
This is bearish short-term, as institutional exits may pressure liquidity (USD0’s 24h volume dropped 215% post-announcement). However, it underscores USD0’s need to strengthen compliance frameworks as U.S. regulators advance the GENIUS Act. (CoinMarketCap)

3. RWA Sector Surge (22 June 2025)

Overview:
USD0’s market cap hit $600M, ranking sixth among stablecoins, per CoinGecko’s RWA report. Growth trailed sector leaders USDT (+76% YoY) but outpaced TradFi-backed rivals like PYUSD.

What this means:
This is neutral-long bullish, reflecting USD0’s niche in DeFi-focused RWAs. However, its 0.27% market share highlights challenges in disrupting USDT/USDC dominance. (NullTX)

Conclusion

USD0 faces a pivotal moment: regulatory scrutiny tests resilience, while TAC integration and RWA tailwinds signal growth potential. Will its Paris-based team’s compliance strategy outpace U.S. regulatory shifts, or will multichain expansion drive the next adoption wave?

Deep Dive

1. @usualmoney: TAC Chain Integration Bullish

"Rewards now live for USD0++ holders, TAC Vault users, and Curve pool participants – retroactive claims available."
– @usualmoney (132K followers · 28K impressions · 2025-08-19 14:17 UTC)
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What this means: Bullish for USD0 because cross-chain adoption through LayerZero bridges could increase utility and liquidity. The TAC Vault’s 8%-13% APY range (CoinGecko) positions USD0 as a yield-bearing stablecoin alternative.

2. Anchorage Digital: Regulatory Scrutiny Bearish

"Elevated concentration risks in USD0’s issuer structure no longer meet our resilience criteria." – Rachel Anderika, Anchorage
– Report (29 June 2025 · TokenTopNews)
What this means: Bearish short-term sentiment as institutional exits could pressure liquidity, though USD0’s circulating supply ($619M) remains stable post-delisting. Agora CEO Nick van Eck called the move "factually inaccurate," suggesting competitive motives.

3. @usualmoney: Staking Incentives Bullish

"$156K weekly USD0 rewards for 12-month lockers = 43% APY. Protocol alignment compounds."
– @usualmoney (132K followers · 18K impressions · 2025-08-21 14:52 UTC)
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What this means: Bullish demand driver – the 8× boost for annual commitments incentivizes hodling while recycling protocol revenue into stakeholder rewards.

Conclusion

The consensus on USD0 is mixed: bullish on DeFi integration and yield mechanics, bearish on regulatory challenges. While its $600M market cap (NullTX) shows traction against giants like USDT, monitor whether the GENIUS Act’s stablecoin rules accelerate institutional repositioning. Does USD0’s Paris base offer MiCA compliance advantages?

Deep Dive

1. Multichain Deployment via LayerZero (15 August 2025)

Overview: USD0 expanded to TAC blockchain using LayerZero’s Omnichain Fungible Token (OFT) standard, enabling native cross-chain transfers via InterportFi.

This upgrade simplifies bridging USD0 and its yield-bearing variant USD0++ across chains without third-party custodians. The OFT standard reduces slippage and increases interoperability with TAC-based DeFi protocols like Curve pools.

What this means: This is bullish for USD0 because cross-chain accessibility could increase utility and liquidity. Users benefit from cheaper, faster transfers between ecosystems. (Source)

2. TAC Vault Migration (16 July 2025)

Overview: The Ethereum-based TAC Vault migrated to TAC mainnet, automating user deposits and rewards without requiring manual action.

The migration involved snapshotting user balances and retroactively applying rewards. The vault now serves as a gateway to TAC’s growth, offering exposure to farming incentives and governance benefits.

What this means: This is neutral for USD0 as it streamlines user experience but doesn’t directly alter tokenomics. Existing holders retain yield opportunities, while new users gain simplified access to TAC integrations. (Source)

3. Locked Staking Rewards (7 July 2025)

Overview: Proposal UIP-9 overhauled staking mechanics, requiring USUALx (governance token) locks of 1–12 months for boosted USD0 rewards.

Locking USUALx for 12 months now provides an 8× multiplier on weekly USD0 payouts, aligning incentives with long-term protocol alignment.

What this means: This is bullish for USD0 because longer lock-ups reduce sell pressure on USUALx, potentially stabilizing its value. Users earn higher yields for committed stakes, reinforcing protocol loyalty. (Source)

Conclusion

Usual USD’s codebase prioritizes interoperability (TAC/LayerZero), user experience (vault migration), and protocol loyalty (staking boosts). These updates aim to deepen USD0’s DeFi integration while incentivizing long-term participation.

Could cross-chain expansions like TAC pave the way for USD0 to capture more real-world asset (RWA) use cases?

Deep Dive

1. BUIDL Collateral Integration (Q4 2025)

Overview: Usual will accept BlackRock’s BUIDL (tokenized U.S. Treasuries) and USDtb as collateral for USD0, enhancing diversification and institutional appeal. This aligns with its Real-World Asset (RWA) focus, aiming to aggregate on-chain Treasury liquidity (Usual Blog).

What this means:
- Bullish: Strengthens USD0’s reserve transparency and attracts TradFi capital.
- Risk: Regulatory scrutiny on issuer concentration (as seen in Anchorage’s June 2025 delisting) could delay adoption.

2. sUSDe Vault Launch (2025)

Overview: A 1:1 incentivized vault will let USD0++ holders earn yield via Ethena’s delta-neutral sUSDe. Usual and Ethena will subsidize rewards until yields surpass the Fed rate (Usual Blog).

What this means:
- Bullish: Merges RWA stability with DeFi-native yields (8–13% APY range observed in July 2025 vaults).
- Risk: Reliance on Ethena’s solvency and volatile crypto funding rates.

3. Fixed-Rate Lending Expansion

Overview: Following the November 2024 Term Finance pilot, Usual may host recurring auctions for fixed-rate USDC loans collateralized by USD0++. Success hinges on borrower demand and lender participation.

What this means:
- Bullish: Expands USD0++ utility in DeFi credit markets, currently underserved with $546M active loans (per June 2025 data).
- Neutral: Growth depends on sustained incentives like “Pills” rewards and Term Points.

4. Regulatory Adaptation

Overview: After Anchorage Digital’s June 2025 delisting citing “issuer concentration risks,” Usual faces pressure to decentralize reserves or enhance compliance.

What this means:
- Bearish: Short-term liquidity risks if other institutions follow Anchorage.
- Bullish: Long-term opportunity to adopt frameworks like MiCA, improving institutional trust.

Conclusion

Usual USD is bridging TradFi credibility with DeFi innovation via BUIDL integration and yield partnerships, but regulatory hurdles and issuer diversification remain critical. Will its hybrid RWA/DeFi model withstand tightening compliance demands?