#
🧐ㆍspeculation
For price discussions and speculation! Reminder: this does not permit financial advice or baseless/random FUD. Ensure you’ve read the documentation before sharing claims or analyses.Page 5 of 20
Lucky Boy
Here i will open hedge
Idont trust this price point
This momentary rise is just short buy back
interected
so i sold at 85, bought at 79, then sold at 74 as panicked, then bought at 68 in the end, it seems you are lost and all your money is gone, but i gained in these trades 5412 additional USUAL tokens from what i had before i sold at 0.85 , HOLD/trade DO NOT SELL
noname
They are just trying to make you sell.. Less holders means bigger profit at the end of the month.
Lucky Boy
Im buying at .5
JazzySt
And no QQ when price pew pew
marvak
Buy green when its going up and sell red when its going down. Thats the game right?
JazzySt
Most important do your own research
If you are thinking of committing this is a good time to buy in
And if you aren’t in this project to stake and hodl then please don’t bother as it is a very new project and not stable yet
Do not panic sell Do not listen to idiots on square
Specially if you’re buying less than $200
JazzySt
Well if you buy now do not sell before it hits something decent
Blue
Kind of
JazzySt
Who sells at .7 then buys at .7
JazzySt
Are you new to crypto
Lucky Boy
Doesnt matter big money will buy at the pricd they want to buy it. doesnt matter
lirrboroncruiser
revenue in the treasury, even if TVL go to zero 5 seconds later it's still there
Bercianos
In the future
JazzySt
I’ve got order but it stopped dropping lol
Bercianos
I am thinking like is there any chance that part of the crypto market will not be so connected with BTC?
nah it's impossible to be cents, at that price the revenue alone could buy back all usualLucky Boy
Doesnt matter even it goes 30b tvl
Ill be honest my position .25 but expecting it to go to cents same with mantra when it was newlirrboroncruiser
nah it's impossible to be cents, at that price the revenue alone could buy back all usual
Blue
Shall i buy now?
Lucky Boy
At .2 that where i will start averaging down
Lucky Boy
Ill be honest my position .25 but expecting it to go to cents same with mantra when it was new
Did you guys take sceenshot of gains when it was 1.4 above 🤣 its good remembrance i put buy order now at .5 instead of .6lirrboroncruiser
I bet you'll put it at .4 when .55 reached
ananasbrb
How is the risk between USD0++ different from USD0?
Mava (AI Support)
USD0++ is designed to maintain its value through a robust risk management strategy. However, like any financial product, there is always some level of risk. The Usual protocol has measures in place to mitigate these risks, such as a diverse collateral base and a Base Interest Guarantee (BIG) mechanism to ensure a risk-free yield. In extreme situations, even stablecoins can experience depegging, but Usual aims to minimize this risk. References: 1,2
Mava AI Betaananasbrb
so does USD0++ have a depeg risk?
Lucky Boy
Did you guys take sceenshot of gains when it was 1.4 above 🤣 its good remembrance i put buy order now at .5 instead of .6
JazzySt
I put the order at .6800 now
Lucky Boy
Dont worry i will repay loan here then sell to you again at momentary rise. Then its get to the asian session theres where with get to gring our teeths
JazzySt
🤦🏼♀️🤦🏼♀️ seriously it doesn’t want me to buy more hahaha
Lucky Boy
Btc is only down 3.37
Gabee
Please sell guys I can have your cheap bags then thank you
CongQ
BRUTAL
JazzySt
I put an order at .6700 it got to .6706
Lucky Boy
This price poiny is the buy back
For all i know this people could be at the opposite side of your trade
"The stock market is a device for transferring money from the impatient to the patient." - Warren Buffett.Lucky Boy
Except that buffet hates crypto and only invest in value stocks
interected
that said, nothing to add, weak hands go sell!.
"The stock market is a device for transferring money from the impatient to the patient." - Warren Buffett.
Lucky Boy
like 100k usuals will be like 4kusdc at .04
samkilam
spot order waiting fr 0.1
Lucky Boy
You can all still average cost
interected
everyone please sell now as its going to 0.10, i need to get more
Lucky Boy
I mean 40 bucks is like 1000 usuals at 0.04
interected
i have spot order waiting.
its going to 0.10 cents
samkilam please sell
samkilam
how much m suppposed to laugh or cry at ths
Lucky Boy
Bro btc is just 90 weeks ago this is normal movement of btc
interected
in 3-5 day check back and will be 1.6-2 usd per coin.
stay calm its not a USUAL issue, bitcoin pushing market down, all coins cry
to 0.1
samkilam
hi where the price will stop ?
unknown l
but probably don't want to change right now because it could cause the panic
unknown l
yh that's true
JACH
$0.68. i dint think it could happen.
Noé
Yeah I see the point
But since it’s historically always been 1:1 idk if people really understood that
Gunner funk
People see "USD"0++ and panic if it depegs
But yeah
Gunner funk
Think it's tool late now
Lucky Boy
Your position is almost at delta eh 2 more points
Noé
LBT is the technical name in the WP
Noé
And what would be the reaction
Actually I just realized soemthing. USD0++ doesn't need to peg to $1 does it? USD0 is the stablecoin while USD0++ is a yield bearing bond. I think USD0++ should be framed as a bond instead of a stable because bonds have no expectation of stability, they only need to be fully redeemable at the end of the term. Trying to create a stable bond seems impossible because of the devaluation for early redemption.
In reality Usual protocol is doing just fine if USD0++ (a bond) isn't pegged to $1, only USD0 needs to be pegged. I hope journalist don't cause panic given the "USD" name might be misleading.Lucky Boy
I it goes to 70 i collateral house buy btc
BingChilling
https://tenor.com/view/ki-hong-lee-nope-nope-bye-done-regret-gif-5470365
Gunner funk
Ticker
Name should have been different
unknown l
there's a risk that usd0++ 'depegs' and then people treat that as a protocol failure
Actually I just realized soemthing. USD0++ doesn't need to peg to $1 does it? USD0 is the stablecoin while USD0++ is a yield bearing bond. I think USD0++ should be framed as a bond instead of a stable because bonds have no expectation of stability, they only need to be fully redeemable at the end of the term. Trying to create a stable bond seems impossible because of the devaluation for early redemption.
In reality Usual protocol is doing just fine if USD0++ (a bond) isn't pegged to $1, only USD0 needs to be pegged. I hope journalist don't cause panic given the "USD" name might be misleading.unknown l
this is true
Well that’s a possibility, but since pools won’t be artificially rebalanced, there’s a limit / equilibrium to that, that will probably depend on the Early Redemption fee since it depends on weekly outflows, time before maturity and son on!esco
Actually I just realized soemthing. USD0++ doesn't need to peg to $1 does it? USD0 is the stablecoin while USD0++ is a yield bearing bond. I think USD0++ should be framed as a bond instead of a stable because bonds have no expectation of stability, they only need to be fully redeemable at the end of the term. Trying to create a stable bond seems impossible because of the devaluation for early redemption. In reality Usual protocol is doing just fine if USD0++ (a bond) isn't pegged to $1, only USD0 needs to be pegged. I hope journalist don't cause panic given the "USD" name might be misleading.
SashMcGash
89k is barely painful
SashMcGash
i think 74
Lucky Boy
.6 is where men will be angry and gnash their teeth
Before price reach 0.1 usualx dividends APY will reach an incredible level creating enough buy power to push it upward. The bad is that fee switch didn't get activated right after the announcement and we get a lower equilibrium due to the monthly distributionunknown l
yeah i do think the announcement saying this will come next month/when staking hits 50% was a mistake
Godralho
20/40 ema dead cross occured
Lucky Boy
Looks like btc is heading for 90
Lucky Boy
Om still holding strong its a defensive coin like coca cola
Godralho
BTC CME gap is about to be filled
Not only Usual suffer but also Ondo, ENA
RWA sector has weakness in this week
lirrboroncruiser
Before price reach 0.1 usualx dividends APY will reach an incredible level creating enough buy power to push it upward. The bad is that fee switch didn't get activated right after the announcement and we get a lower equilibrium due to the monthly distribution
Noé
It’s market behavior rn
Lucky Boy
Because you have an open short. You dont the see short interest that when i loan and sell
Godralho
This sell off is not driven by the future market but spot
Meaning not many people are shorting but spot
Lucky Boy
Doesnt matter
Buybacks go for momentary rise. Then we have to go again
Godralho
Even funding rate is positive
For now $Usual beta is very high
Lucky Boy
Of course it is
Godralho
But it's expected
Lucky Boy
We go .6
Don't get it u told me that usd0 was backed by secure us treasaury bonds that could be sold in 1 day since usd++ is the same with some rights to earn usual minted with protocol revenue how can it be less than 1 ?Lucky Boy
Its not the question about how many the question is by how much 🤣🤣
Godralho
Kinda late to hedge now
You know the more people learn how the hedge the more this thing is gonna tank hahaha right?Godralho
I don't think many people will hedge
Wow interesting how things turn out when you think deeper into the tokenomics. So early redemption is actually a benefit that can help keep the price stable while at the same time shifting the cost to the early redeemer to redistribute value within the protocol by taking a share of the redemption instead of devaluing the token on the market.
Early redemption seems like a positive now, but one potential flow. Wouldn't people just go to the open market to swap USD0++ at a lower price that would still leave them with more value than the unstaking fee? So sell USD0++ for 0.95 USDC instead of reedeming 0.90 USDC afrer the fee?Godralho
You can google it. You can do on CEX
Lucky Boy
You know the more people learn how the hedge the more this thing is gonna tank hahaha right?
flyingfish
I don't know how to short i was wondering how to do it
Godralho
Wdym how i short
flyingfish
How do you short ?
BingChilling
funding rate can be negativ so the number is bogged
unknown l
wow you predicted the huge global bond selloff and market-wide nuke? hope you have a comfy tradfi job somewhere
flyingfish
Don't get it u told me that usd0 was backed by secure us treasaury bonds that could be sold in 1 day since usd++ is the same with some rights to earn usual minted with protocol revenue how can it be less than 1 ?
Godralho
This is like 230% APY with USDT
famousfxck
Anyway, see y’all in February. Watch what happens now: - alts dumping like crazy making people panic sell - close to Trumps inauguration BTC pumps - but then altseason 🚀
Godralho
How is the yield with that?
BingChilling
nahh u get usual + pendle
Godralho
Way higher yield
Actually holding spot + 1x short is better than staking usd0
Lucky Boy
Its just the people who bought it at 90 a few weeks ago clearing the board
Lucky Boy
That what im trying to say. Individuals can do it too see gamestop like deepfukinvalue. Its all about harnessing the power of the butterfly effect and game theory
Godralho
Someone is dumping BTC as hell
BingChilling
yes when people leave and capitulate then we pump
Gunner funk
You need lot of energy in form of capital or control. Big institutions can pull that off
Godralho
99% didn't recover from its down
Lucky Boy
This coin will stop dumping until everyone is silenced and gets humbled hahaha
famousfxck
😂😂
famousfxck
Lmfao we crashed from 1.05$ to 0.70$ and TVL only declined with 80M$
My guy I’ve been in this space longer than you. Even if Usual crashes to 0.10$ it can still bounce to 10$ or moreGunner funk
Just think about apy and tvl at 0.1 before posting $10
famousfxck
Solana went from 250$ to 8$
Your theoretical game theory won't work in reality. Market is about fear and greed, you can't control human emotions. That's why you need a solid tokenomics which can survive a 90% crashLucky Boy
Human emotions can easily be manipulated. Big money and the matrix use it all the time.
Wow interesting how things turn out when you think deeper into the tokenomics. So early redemption is actually a benefit that can help keep the price stable while at the same time shifting the cost to the early redeemer to redistribute value within the protocol by taking a share of the redemption instead of devaluing the token on the market.
Early redemption seems like a positive now, but one potential flow. Wouldn't people just go to the open market to swap USD0++ at a lower price that would still leave them with more value than the unstaking fee? So sell USD0++ for 0.95 USDC instead of reedeming 0.90 USDC afrer the fee?
Usual
Exaaactly, could totally behave like a bond - would still be a bit limited because of floor redeem and Early Redemptionesco
Wow interesting how things turn out when you think deeper into the tokenomics. So early redemption is actually a benefit that can help keep the price stable while at the same time shifting the cost to the early redeemer to redistribute value within the protocol by taking a share of the redemption instead of devaluing the token on the market. Early redemption seems like a positive now, but one potential flow. Wouldn't people just go to the open market to swap USD0++ at a lower price that would still leave them with more value than the unstaking fee? So sell USD0++ for 0.95 USDC instead of reedeming 0.90 USDC afrer the fee?
Gunner funk
One genius here predicted this many weeks ago. Wonder who that is
Your theoretical game theory won't work in reality. Market is about fear and greed, you can't control human emotions. That's why you need a solid tokenomics which can survive a 90% crashYour theoretical game theory won't work in reality. Market is about fear and greed, you can't control human emotions. That's why you need a solid tokenomics which can survive a 90% crashGodralho
Agreed
Lucky Boy
Almost .6 hehe
Gunner funk
Assume the worst case scenario always
Gunner funk
Your theoretical game theory won't work in reality. Market is about fear and greed, you can't control human emotions. That's why you need a solid tokenomics which can survive a 90% crash
BingChilling
this is about people liquidation price is 0.53 lol
Godralho
Max pain below 0.7
famousfxck
It still can go to 10$
Even if Usual drops to 0.10$
Lucky Boy
Yeah but those are for sales
famousfxck
Been here since 2017
Everything is possible trust me
famousfxck
Bro I’ve seen coins like Cardano drop to 0.03$ and moon to 3$ after that
Godralho
Binance has a ton of BTC
Lucky Boy
Well let me take as small nick of that like fakking leech
BingChilling
the matrix attacking your liquidation price
Lucky Boy
Anything can but blackrock and microstrategy will jist swallow more of it
BingChilling
yes this is true
Godralho
Anything can happen in the crypto market
Lucky Boy
I dont believe btc will go below 90 but it will be in 90 hahah
Godralho
I mean if
Godralho
BTC is below 90k, you are doomed
Lucky Boy
I bid the optionsflow in theetf is crazy
hawk_is_back
x2
hawk_is_back
2.5k
Ah I see, the cost of getting liquidity sooner could devalue it just like with bonds sold before maturityBingChilling
nobody bidding btc we can go lower
Lucky Boy
Prayer always work from time to time. or cutting losses
esco
Ah I see, the cost of getting liquidity sooner could devalue it just like with bonds sold before maturity
Godralho
Highly leveraged?
BingChilling
borrow use your family utility
Godralho
Then, better pray
Noé
So USD0++ could technically be lower than 1 tho
hawk_is_back
no funds remaining ;-;
Noé
And create natural arbs
Noé
Implementing the early redemption would enable us to stop doing that
Lucky Boy
Start praying the chinese dont sell anymore in the asian session
Godralho
Infinite DCA
BingChilling
add margin bruh
hawk_is_back
any tips to avoid it?
ananasbrb
I had a decent play using LPs - was farming at 1200% apy. so farmed alot of USUAL - but despite that im down overall 3.5%
Agreed, but at the end of the day even if they swap we still loose TVL because we have to arb and rebalance poolsesco
When swapping on the open market isn't the USD0++ still staked? Just like when swapping USUALx on the market?
Lucky Boy
Yes
ananasbrb
very smart move ser @Godralho
hawk_is_back
i'll be liquidated at .53, should I be worried?
Godralho
You buy token. At the same time you open a 1x short position as many as you bought on spot. You only earn from APY. and Can't lose money
Since USD0++ is a yield-generating asset that inherently attracts demand from users seeking safe returns. So I feel the concern of users needing to redeem early could be overblown, since they could swap for USDC/USDT to indirectly reedem.
Having collateral locked for the full term is a major competitive advantage against all other stable coins who's TVL can drop at any time, especially during crashes and black swans events.
Also TVL is the thing that brings revenue in so securing that revenue should be the highest priority.
Any feature like early redemption should only be introduced if it’s proven that users are significantly less likely to lock funds without it. I doubt this is the case because users can already redeem indirectly by swapping USD0++ for other stablecoins, as long as holding USD0++ remains highly incentivized, which it already is with $USUAL and $USD0 yields.Noé
Agreed, but at the end of the day even if they swap we still loose TVL because we have to arb and rebalance pools
Lucky Boy
I borrowed loan some tokens collateralizing bnb then sell it in the highest price
ananasbrb
ah such a smart play
Liquids on the secondary market yes as always, but 1:1 redeem on the primary could be conditioned by a variable feeesco
Since USD0++ is a yield-generating asset that inherently attracts demand from users seeking safe returns. So I feel the concern of users needing to redeem early could be overblown, since they could swap for USDC/USDT to indirectly reedem. Having collateral locked for the full term is a major competitive advantage against all other stable coins who's TVL can drop at any time, especially during crashes and black swans events. Also TVL is the thing that brings revenue in so securing that revenue should be the highest priority. Any feature like early redemption should only be introduced if it’s proven that users are significantly less likely to lock funds without it. I doubt this is the case because users can already redeem indirectly by swapping USD0++ for other stablecoins, as long as holding USD0++ remains highly incentivized, which it already is with $USUAL and $USD0 yields.
famousfxck
I have never seen such a sell off from such a solid project
ananasbrb
how are you hedged?
Godralho
Yep
Lucky Boy
Im delta neutral totally hedged
famousfxck
Absolutely lol
Early Redemption would enable swap at market rate and:
- unlocking at 1:1 in exchange of USUAL (min is 0 and max is 6 months of rewards)
- unlocking at a floor price at the primary market, under 1:1BingChilling
that woul be great so we have long term usd0++ holder
JaharakaL
Whole market is down so who cares
Godralho
I am not loosing anymoney even if it goes to 0.1
Lucky Boy
Im bullish on it! In the downside hahaha
ananasbrb
hm, if not, that means it can go down further
Zugor
Yes
Godralho
Not at all
No
ananasbrb
is everyone in extreme fear here?
wow
famousfxck
Insanely sell off
Noé
Early Redemption would enable swap at market rate and: - unlocking at 1:1 in exchange of USUAL (min is 0 and max is 6 months of rewards) - unlocking at a floor price at the primary market, under 1:1
Could you guys read the WP part about Early Redemption and tell me if it should be activated soon?BingChilling
what is current behaviour and what about usd0++ swap in secondary market ?
Lucky Boy
I love this coin. This coin tests peoples character. It takes people in deep waters then they discover themselves
Could you guys read the WP part about Early Redemption and tell me if it should be activated soon?
Einzig
should, IMO
fab1440
01/08/2025 at 11:32:12 ESTsome other protcols offering redemption at 10-20% loss which i will happy to take it
Noé
Could you guys read the WP part about Early Redemption and tell me if it should be activated soon?
Einzig
well, at least, good luck is better than bad luck
BingChilling
i dont think you can take out your money it said 1-3 month until berachain launch
i think it can be like the unstake fee for USUALx - small stakers can exit via third party dex but whales can only exit in official way and pay the feeNoé
That’s it more or less
Einzig
i think it can be like the unstake fee for USUALx - small stakers can exit via third party dex but whales can only exit in official way and pay the fee
fab1440
01/08/2025 at 11:30:36 ESTwe need it for Bera vault i put all my money right there i might need it for urgent event
BingChilling
i dont need luck lol
Noé
Liquids on the secondary market yes as always, but 1:1 redeem on the primary could be conditioned by a variable fee
for bera i don't care the number i just like the token.
i like bear that's it. i keep buying it until next btc halving.bera is nothing better than zk and scroll while it has much larger farmers. guess the real apyBingChilling
for bera i don't care the number i just like the token. i like bear that's it. i keep buying it until next btc halving.
esco
Not ideal since the tokens are liquid anyway
Gunner funk
Yes. That should be no 1 priority as per me
Noé
I’d actually like you guys opinion on the Early Redemption mechanism. Should it be implemented?
fab1440
01/08/2025 at 11:28:03 ESTimo there is no single token is attractive other than USD unless scamm influencers start shilling tokens like pendle or ethena which is trash tokens but got value from influncers shilling
Gunner funk
Usual burn for redemption is needed more than ever. Even if tvl leaves it will burn lot of usual
they don't have bear in their chain.
I like the token lol.
scroll token is like toilet paper and zk is boringEinzig
bera is nothing better than zk and scroll while it has much larger farmers. guess the real apy
Noé
As @esco said you can unlock it for a fee, soon
BingChilling
they don't have bear in their chain. I like the token lol. scroll token is like toilet paper and zk is boring
Noé
USD0++ is locked
esco
Locked things can be unlocked....
Einzig
bro, zk and scroll all said they have amazing tech in chain
it take time to have user confidence many people still think it's scam.
it need to proof lindy test firstGodralho
Another reason to hedge
Gunner funk
You said locked colleteral lol
esco
$USUAL price depends on the ROI from the APY which includes USD0 after the revenue switch. It can't go lower than the intrinsic value of the USD0 yield
BingChilling
it take time to have user confidence many people still think it's scam. it need to proof lindy test first
last farm i ethena i don't farm zk and scroll after ethena i farm usual abit before TGE after they switch from pills to usualEinzig
did u know that ena S1 and usual only have less than 1B TVL before they TGE? now see bera, I believe it will have more than 5B TVL before TGE - and it only allocate 1.05% of token to depositers... guess the real apr
Godralho
Everybody will be happy
esco
It's locked but can be unlocked for a fee that boosts APY
Godralho
If $Usual becomes attrative to hold, market will buy this a ton
Gunner funk
Yes
Godralho
Don't you think It all depends on $Usual price
and also, bera's TVL IS JUST TVL, but for usual, high stable coin TVL equal to high RWA assets equals to high revenueBingChilling
yeah but they chain got bear amazing layer 1 tech
Usual has the highest APY for stables in the market plus it has locked collateral (USD0++) which no other stablecoin has so its TVL is more secure than other projects.Gunner funk
Colleteral is not locked. It can be redeemed
Einzig
and also, bera's TVL IS JUST TVL, but for usual, high stable coin TVL equal to high RWA assets equals to high revenue
did u take part in airdrop of ZK and scroll? the more people farm a "big" project, especially about L1 and L2, the less they will gain.BingChilling
i don't see usecase for scroll and zk and i don't like the token
did u take part in airdrop of ZK and scroll? the more people farm a "big" project, especially about L1 and L2, the less they will gain.BingChilling
last farm i ethena i don't farm zk and scroll after ethena i farm usual abit before TGE after they switch from pills to usual
So, usual needs to keep the apy at a higher rate to keep USD from leaving. To maintain apy, usual price needs to be stabilized which is not happeningesco
Usual has the highest APY for stables in the market plus it has locked collateral (USD0++) which no other stablecoin has so its TVL is more secure than other projects.
Einzig
did u take part in airdrop of ZK and scroll? the more people farm a "big" project, especially about L1 and L2, the less they will gain.
Godralho
Fkn legend
BingChilling
dont care i want more token . TVL is meme anyway
Einzig
bera has no 6B TVL. ethena has 6B real dollars, iUSD0++ can attract many of them
Godralho
Good insight from Noe
Gunner funk
What's 20000000 * 0 ? You can print all you want hahha
Godralho
It is good to dicuss
We’re one of the few projects with a speculation channel but I’m sometimes questioning that decisionWe’re one of the few projects with a speculation channel but I’m sometimes questioning that decisionLucky Boy
Dont question it noe it was so nice at least you have somwthing you can control not some reddit thread with a bunch of wierd thing
fab1440
01/08/2025 at 11:18:19 ESTit will make USDo++ apy crazy
Noé
Yeah sure so this way everyone earn 4% 🫡
fab1440
01/08/2025 at 11:18:03 ESTmake usual like uniswap just govrenance token and move the staking rewards to USDo++
BingChilling
Bro bera vault is more important than iusd0++ Am i getting more token?
Lucky Boy
Yes lets all be emotional in our trading and not hedge. That will be a good winner, lets all slap our monitor when the price go down because we dont go delta neutral
fab1440
01/08/2025 at 11:17:08 ESTI have idea
sir, when btc pump few days ago, usual's price is still more than 40% lower than ATH...
btc is not the only case decreasing usual priceNoé
🥸
BingChilling
12% i just farm funding rate lol and become hedgoor
But i was right with ionq they really did have working prototypes with ibm and they got a nice jump up now due to military funding.
Deicide
I judge tech harshly because my expectations for humanity is high. And our development depends on the right tech being backed. Like it's hard for me to view success from the position of profit. Has to have some direct utility that makes life better for us instead of worse.
Godralho
Hmm somebody is a little bit emotional
Einzig
sir, when btc pump few days ago, usual's price is still more than 40% lower than ATH... btc is not the only case decreasing usual price
Noé
Sorry Warren buffet
Godralho
It's ture. Makret does not work as wp is written
JazzySt
Shooting up to $4 then down to $1 🤣😂
Noé
Read the wp
Noé
Again not true
JazzySt
Not to sell or anything I want to see what the market will do lol
Godralho
AGAIN all depends on $USUAL price
JazzySt
The funny thing to see would be a sudden increase in token price. Like a drastic dramatic increase then a dump. I really just want to see the reaction
Noé
Or you
Gunner funk
I think some people here never defied before
It's apy 101
Gunner funk
Are you aware that apy depends on the price of usual not only the number of usual emitted
Godralho
Market doesn't work as WP is written
Godralho
We will see
Lucky Boy
Lets go to .6 my orders are waiting since 2 weeks
Noé
Godralho
Good for USD0++ stakers , bad for $Usual holders
Noé
The fuck
Because of emission
Yeah I forgot BTC just goes down
famousfxck
Yes but good for APY for USD0++
Godralho
It's true
Noé
What the
Godralho
Print more usual will hurt $Usual price
I remember a biotech company from long ago, they were mapping human genome and received massive funding. Went public. Value pumped to extremes.
Their prediction was after the mapping there would be futuristic practical applications. There weren't any. They went under.
But nowadays, companies can just release empty features to products that profit off distraction, like chatpgt. Or slightly improved generative A.I.
And consumers will be happy.Lucky Boy
But i was right with ionq they really did have working prototypes with ibm and they got a nice jump up now due to military funding.
So, usual needs to keep the apy at a higher rate to keep USD from leaving. To maintain apy, usual price needs to be stabilized which is not happeningBingChilling
Stability first Apy second. I dont care if you have trillion apy. If you can depeg tomorrow. Just built good product and ensure peg. People will come
Nah if APY goes down, emissions goes higher ofcourse this absolutely wrecks $USUAL but it’s positive for the TVL. High or good TVL -> more revenue for USUALxGodralho
Yes for now APY went down, TVL went down, $Usual wend down at the same time
unknown l
you know you're making quite an obvious mistake with this right?
famousfxck
No, because they will print more Usual so APY for USD0++ stays high
I bought ionq when it was 17 everyone was saying quantum computing is b.s its been aroun since 80s now ionq is 51Deicide
I remember a biotech company from long ago, they were mapping human genome and received massive funding. Went public. Value pumped to extremes. Their prediction was after the mapping there would be futuristic practical applications. There weren't any. They went under. But nowadays, companies can just release empty features to products that profit off distraction, like chatpgt. Or slightly improved generative A.I. And consumers will be happy.
Einzig
but now, one month passed, where is iUSD0++
famousfxck
And you’re talking like USDe has any utility 😂😂😂
Noé
Do you even read my messages @Gunner funk
Einzig
as I mentioned many times, USUAL team has announced the partnership with ethena about one months ago. if the team can promte iUSD0++ ASAP, USUAL will have all ethena's advantages as well
Noé
Bro
The key point is, ethena's apr is "real", u stake susde, and then u get more usde. Moreover, ethena will have its own dex in Q1.
Now let's see USUAL, there is two problem, firstly, USD0++ holders need to sell usual to get profits, which is a huge pressure to usual's price. next, USD0 has no usage as a stable coin in treading pairs in any cex or dex……famousfxck
Integrations on CeFi is planned bro
Nah if APY goes down, emissions goes higher ofcourse this absolutely wrecks $USUAL but it’s positive for the TVL. High or good TVL -> more revenue for USUALxGunner funk
USUAL wreakage = low price = low apy
Lucky Boy
By selling more usual and restaking them as usd0 🤣
famousfxck
That’s nothing lol
The key point is, ethena's apr is "real", u stake susde, and then u get more usde. Moreover, ethena will have its own dex in Q1.
Now let's see USUAL, there is two problem, firstly, USD0++ holders need to sell usual to get profits, which is a huge pressure to usual's price. next, USD0 has no usage as a stable coin in treading pairs in any cex or dex……Noé
They don’t, because they can stake and keep the exposure while having USD rewards…
famousfxck
Nah if APY goes down, emissions goes higher ofcourse this absolutely wrecks $USUAL but it’s positive for the TVL. High or good TVL -> more revenue for USUALx
Godralho
If there is no demand for $Usual, how can USD0++ stakers get nice yield?
Gunner funk
For now yes.
sDAI yield is 12% for example
Einzig
The key point is, ethena's apr is "real", u stake susde, and then u get more usde. Moreover, ethena will have its own dex in Q1. Now let's see USUAL, there is two problem, firstly, USD0++ holders need to sell usual to get profits, which is a huge pressure to usual's price. next, USD0 has no usage as a stable coin in treading pairs in any cex or dex……
Gunner funk
There you do
There are 100 other projects with better apr why just look at ethena. Let me post defilama link herefamousfxck
There are no other stablecoins offering more yield than Usual which is sustainable
Gunner funk
Noé
No…..
Godralho
To keep that, there must be a demand $Usual buyers
famousfxck
True
Noé
And again, the thing you’re forgetting here is that USD0++ is locked.
famousfxck
Usual should always have a higher APY than any other stablecoin.
Problem is though, SUSDe is paid in SUSDe. USD0 is rewarded in $USUAL. Our own governance token. Besides that I don’t see a problem sustaining a good APY for Usual.
Noé
No, because USUALx will be even more attractive
If TVL goes down emissions will be higher and the APY will follow.
With the revenue switch there’s also an easy equilibrium.Gunner funk
Higher emission = more dumpage. This is what I'm trying to say
Noé
So your theory isn’t valid
There are 100 other projects with better apr why just look at ethena. Let me post defilama link hereNoé
Because Ethena is top 3 with low APY currently??
Gunner funk
There are 100 other projects with better apr why just look at ethena. Let me post defilama link here
Noé
If TVL goes down emissions will be higher and the APY will follow. With the revenue switch there’s also an easy equilibrium.
Gunner funk
I scrolled back, dint see anwer to this question
BingChilling
Thats a lie the base apy is very low
Noé
Again for the third time, look at Ethena
famousfxck
Depends on other rates
Godralho
I kinda don't get that Higher TVL will make $Usual price go up
Gunner funk
If it falls below say 15% whales will just move to greener pastures
Noé
💀
I had this conversation 30 minutes ago with two other people and you come back asking about it
Gunner funk
USD will remain as long as staking USDO is attractive in the competitive market
famousfxck
But USD0 will make us winners
Usual will suffer short term
So, usual needs to keep the apy at a higher rate to keep USD from leaving. To maintain apy, usual price needs to be stabilized which is not happeningNoé
Nope
Gunner funk
So, usual needs to keep the apy at a higher rate to keep USD from leaving. To maintain apy, usual price needs to be stabilized which is not happening
famousfxck
USDe will be the first to die in a bearmarket
Noé
I’m not even going to talk about tokenomics because I won’t write two times in a row the same stuff
famousfxck
Ethena has only 60M$ in the reserve fund lmfao
unknown l
For USDE when it has bad APY just gives you bad APY for that period and your only catch up is a higher APY later on. For usual, the low APY today can retroactively be a 3 figure % when the market rallies again
Noé
It’s all about APY variation / average, risk profile etc
What’s your point here
Ethena doesn’t even yield 10% and is top 3 stable coin in the world
You can can check defilama yields. They have all the yield listed accross all major protocols. You can easily get 12% apy with low riskNoé
So what
Gunner funk
You can can check defilama yields. They have all the yield listed accross all major protocols. You can easily get 12% apy with low risk
unknown l
Usual APY is paid in Usual which also means that ppl will look at it as an option on future crypto rallies
famousfxck
In bear markets USDe is dead
Godralho
It all depends on $Usual price
Noé
Again I’m not going to write everything two times in a row
unknown l
I think it's like 6%
Lucky Boy
15% to 32% in binance usdc. But thats only when everyone is selling there other coins for stablecoin
famousfxck
Ethena is bad during price crashes
Noé
Sheeesh
unknown l
apy
unknown l
less now I think
famousfxck
Tbh we just need to get that flywheel effect ff
Gunner funk
So usual have to atlest have 18% apy
Noé
Wow
famousfxck
Well basically USUAL is used to pay back revenue short term to USD0++ holders in $USUAL. But the “real” revenue which is paid in USD0 to USUALx stakers is paid in 4y.
Gunner funk
You can get 12% apy by staking usdt
Lucky Boy
Downward bullishness is always good big money always profits more in a downturn
Gunner funk
I'm not talking about usualx. I'm talking about USD0 stakers. What incentives willl they have if the apy drops below say 15 %
Noé
I’m not going to rewrite everything two times in a row
You can't keep the TVL when apy drops below certain percentage. People can get a better yield somewhere else or that happensNoé
You really don’t read the WP did you
Godralho
Those who hedge. They are not loosing money
Gunner funk
You can't keep the TVL when apy drops below certain percentage. People can get a better yield somewhere else or that happens
Noé
Nah I didn’t miss, there two type of APYs and good luck before USUALx isn’t attractive
Godralho
When the music stops, it becomes very vulunerable
Gunner funk
It will take a hit on Revenue, leading to more unstaking and price further drops
Godralho
He has a point
Lucky Boy
I bought ionq when it was 17 everyone was saying quantum computing is b.s its been aroun since 80s now ionq is 51
Dump = selling = less people staking = more staking fees for those who stake + bigger share of the rewards = Quick equilibriumGunner funk
You missed, losing TVL cause of low APY due to price drop
Deicide
Like A.I we know 95% of it is snake oil. But it gets backed.
Lucky Boy
Yeah at the end of the day its that alpha the you gonna be enjoying.
Godralho
In order for $Usual to succeed, THERE MUST BE ALWAYS BUYING DEMAND for $Usual
Deicide
💯 If you can profit, then so shall it be.
Lucky Boy
I mean cant always go against big moneys direction or else youll get faaked like everyone else
Godralho
Usual has interesting tokenomics but the token price is very vulnerable with high APY
Lucky Boy
Yeah i hate it too but nothing wrong profitting where big moneys direction is
They only need to comply to some regulations here and there then its good. Its just me thoughDeicide
Ignore me, I just see centralized payments as the OPs due to ptsd from the industry.
Noé
Please read the convo
Lucky Boy
The best bet would be now btc ath jan 20
Usual is probably the project with the most thought tokenomics, fully applying economics theoriesGunner funk
Please explain how the "tokenomics" handles death spiral?
PayPal don't got the defi ethos. I don't believe in it.
I heard Elon wants to add payments features to Twitter now.
Everyone wants a piece of the pie, Apple , Samsung etc.Lucky Boy
They only need to comply to some regulations here and there then its good. Its just me though
Gunner funk
It's the beginning
Godralho
Paypal has stable coin tho
Gunner funk
It's happening
Price dropping, apy dropping, tvl dropping, revenue dropping
Deicide
PayPal don't got the defi ethos. I don't believe in it. I heard Elon wants to add payments features to Twitter now. Everyone wants a piece of the pie, Apple , Samsung etc.
Godralho
I have experience with many defi tokens. Always remember. DO hedge your portfolio with HIGH APY TOKEN so your hard earning will not be lost
I'm here to watch a crypto platform transform into a mainstream payments platform infinitely better than banks.
Making cash while I do it is just a bonus.Lucky Boy
Paypal only needs borrowing and lending then its good to go
Godralho
It was so obvious to hedge. Here is the reason 1. low volume with daily selling pressure 2. High APY can indicate to increase selling pressure 3. It was already indicating the down trend despite all time high TVL 4. No buying demand in 2weeks after settling down between 0.8~1.06 5. USD0++ holder can sell $Usual as much as they receive
Deicide
I'm here to watch a crypto platform transform into a mainstream payments platform infinitely better than banks. Making cash while I do it is just a bonus.
Lucky Boy
Now we can go down some more
Lucky Boy
Meh i will buyback loan then proceed to sell at momentary rise
Noé
It’s very interesting at the end of the day
In the long term USUAL APY should be many multiples higher than Ethena because of the tokenomics.
Ethena distributes yield to every USDe holder. And the yield is created with each new USDe, so everyone is dillouted as the collateral increases, meaning they don't get more APY when more people create USDe.
USUAL is capped at 4B, so when max supplkyl is released and as the TVL continues to grow, the share of revenue doesn't get diluted. Each new USD0 creates increased yield for USUALx stakers.
USUAL has unlimited APY potential, Ethena's is fixed to funding rates and backing yield split across an uncapped number of holdersBingChilling
exactly
i agree on this one. we havent seen this play out yet though. curious where that would hold and how much price would need to decrease for that.Noé
It’s imho all a very interesting experience
lil m
yeah its a fascinating project
mathematically not gonna happened.
even in bear market ethena will switch to BUIDL which is yield bearing assets which is same t-bill
ethena can beat usual apy if Funding rate goes crazy like in march 2024.
that mean you need to invent time machineesco
In the long term USUAL APY should be many multiples higher than Ethena because of the tokenomics. Ethena distributes yield to every USDe holder. And the yield is created with each new USDe, so everyone is dillouted as the collateral increases, meaning they don't get more APY when more people create USDe. USUAL is capped at 4B, so when max supplkyl is released and as the TVL continues to grow, the share of revenue doesn't get diluted. Each new USD0 creates increased yield for USUALx stakers. USUAL has unlimited APY potential, Ethena's is fixed to funding rates and backing yield split across an uncapped number of holders
Noé
There’s so much game theory in Usual that I forget half of the mechanisms when replying
Dump = selling = less people staking = more staking fees for those who stake + bigger share of the rewards = Quick equilibriumlil m
i agree on this one. we havent seen this play out yet though. curious where that would hold and how much price would need to decrease for that.
Lucky Boy
Institutions do morran
lil m
we only go way to long and are way to exposed
Usual will go in a downward spiral in this case. it will stop somewhere offcourse but its not ideal
lil m
who hedges in crypto. go to your tradfi friends to arb XD
BingChilling
max greed and greed is good
Lucky Boy
Man people should really know how to hedge
lil m
that makes sense with that profile pic
BingChilling
i didn't hedge i use my money to farm bera vault
Godralho
Who didn't hedge
What's up
lil m
Usual will go in a downward spiral in this case. it will stop somewhere offcourse but its not ideal
BingChilling
i thought we talk about stablecoin apy% ethena not gonna beat usual
mathematically not gonna happened.
even in bear market ethena will switch to BUIDL which is yield bearing assets which is same t-bill
ethena can beat usual apy if Funding rate goes crazy like in march 2024.
that mean you need to invent time machinelil m
why not, im purely talking token price here.
BingChilling
that's why mathematically impossible lol
lil m
i agree on this one
Noé
worst case scenario is usd0 yield getting lower the other stables like ethena or tether on aave for example. This will decrease tvl which will impact price of usual. Downward price and increased minting will decrease the yields again. And it will again lower the usd0 tvl. its basically the same loop how you got to almost 2 bil in supply in the first place, only reversedBingChilling
mathematically not gonna happened. even in bear market ethena will switch to BUIDL which is yield bearing assets which is same t-bill ethena can beat usual apy if Funding rate goes crazy like in march 2024. that mean you need to invent time machine
depends on how much is being minted. somewhere there an eqalibrium there. but its not a cozy spot for usual holders thats for sureesco
That's where a project like this shines, because instead of pure speculation, the equilibrium is dependent on the real revenue APR from the backing collateral. The revenue sets a floor for the value of USUAL based on how much USD0 it receives.
Lucky Boy
When it gets to .4 you need to talk about how awesome your revenue is. and new products
Sneaky Mouse
@Noé 선생님, 한국 채널에 사기꾼이 있는 것 같습니다.
worst case scenario is usd0 yield getting lower the other stables like ethena or tether on aave for example. This will decrease tvl which will impact price of usual. Downward price and increased minting will decrease the yields again. And it will again lower the usd0 tvl. its basically the same loop how you got to almost 2 bil in supply in the first place, only reversedNoé
Btw this assumes supply isn’t locked, when in fact USD0++ should be locked :)
Noé
Nope sir! You can check it out on our blog tho
Tether on AAVE is just an integration, same for us, it’s not really an example. As for Ethena, it’s not the same risk profile, plus we’ll have a full integration with them to auto arbitrage the yield.BingChilling
that's now how luna failed lol
Tether on AAVE is just an integration, same for us, it’s not really an example. As for Ethena, it’s not the same risk profile, plus we’ll have a full integration with them to auto arbitrage the yield.lil m
interesting is this integration with ethena live already? i missed that
> Downward price and increased minting will decrease the yields again. And it will again lower the usd0 tvl.
I don't think this is correct. If the minting increases, the TVL will increase becasue it attracts more liqudiity providers. Thats the reason why the minting increases when the revenue drops.lil m
depends on how much is being minted. somewhere there an eqalibrium there. but its not a cozy spot for usual holders thats for sure
worst case scenario is usd0 yield getting lower the other stables like ethena or tether on aave for example. This will decrease tvl which will impact price of usual. Downward price and increased minting will decrease the yields again. And it will again lower the usd0 tvl. its basically the same loop how you got to almost 2 bil in supply in the first place, only reversedNoé
Tether on AAVE is just an integration, same for us, it’s not really an example. As for Ethena, it’s not the same risk profile, plus we’ll have a full integration with them to auto arbitrage the yield.
worst case scenario is usd0 yield getting lower the other stables like ethena or tether on aave for example. This will decrease tvl which will impact price of usual. Downward price and increased minting will decrease the yields again. And it will again lower the usd0 tvl. its basically the same loop how you got to almost 2 bil in supply in the first place, only reversedesco
> Downward price and increased minting will decrease the yields again. And it will again lower the usd0 tvl. I don't think this is correct. If the minting increases, the TVL will increase becasue it attracts more liqudiity providers. Thats the reason why the minting increases when the revenue drops.
Noé
I’m not sure to understand your analysis here could you detail it a bit more
famousfxck
How so?
However minting is paid instantly and revenue over 4y. So short term sell pressure will always be biggerNoé
No sir
lil m
worst case scenario is usd0 yield getting lower the other stables like ethena or tether on aave for example. This will decrease tvl which will impact price of usual. Downward price and increased minting will decrease the yields again. And it will again lower the usd0 tvl. its basically the same loop how you got to almost 2 bil in supply in the first place, only reversed
Noé
In that case it’s like every crypto project, but as you said, in our case there’s obviously kind of a floor because of revenue sharing and so on
Minting increases but always stays lower than the actual revenue, there no exponential stuff whatsoever, the Earnings Per Token just decreasesfamousfxck
However minting is paid instantly and revenue over 4y. So short term sell pressure will always be bigger
Noé
So nah
And the DAO can adjust the parameters if there’s a -1B in the TVL in one hour
Noé
Again, we just lower the Earnings per Token, it’s not infinite emission whatsoever because it’s also capped at 4B supply.
Usual’s worst case scenario is the APY going down until it’s arbed
If Luna correctly repegged and didn’t count on volatile assets for its backing, it would’ve survived
lil m
this works up but also down
it does, since usual has basically fixed where luna failed. its the same playbook with different tokenomicsesco
True. Comparison of the different models makes sense. But not as in they are similar models
lil m
its both based around a flywheel effect
AgentPerfect
you guys forgot USTC with LUNA / LUNC
lil m
this time usd0 is not at risk
which is in fact a complement
lil m
it does, since usual has basically fixed where luna failed. its the same playbook with different tokenomics
kiratsunami
A bigger prize will attract more investors
Noé
Noé
It failed because it was algorithmic
Noé
We’re not going to change a number on the blog each time it’s not up to date anymore 😭
yeah its not great that minting increases when tvl goes down. this is basically a reversed flywheel. Luna vibesNoé
Minting increases but always stays lower than the actual revenue, there no exponential stuff whatsoever, the Earnings Per Token just decreases
yeah its not great that minting increases when tvl goes down. this is basically a reversed flywheel. Luna vibesesco
Luna minting was unlimited, but USUAL minting has a cap and only happens once per day. The reason minting increases is to attract more TVL. It will reach equilibrium shortly after the increase. Otherwise theres much bigger problems since that means theres no demand for the token
AgentPerfect
USTC vibes
lil m
thats probably what scares people now
token risk is stil somewhat the same. the usd0 is just not at risk in this scenario
lil m
i know its not, but thats how luna failed. it was just minted into oblivion
kiratsunami
you need to change it, also on the website ^^
yeah its not great that minting increases when tvl goes down. this is basically a reversed flywheel. Luna vibesNoé
Luna vibes?? Lmfao
lil m
yeah its not great that minting increases when tvl goes down. this is basically a reversed flywheel. Luna vibes
Noé
Noé
Well it changed I guess
shouldnt there be somewhat of a backstop to stop minting when tvl decreases to prevent a reversed flywheel when price and tvl go down?Mava (AI Support)
The emission of USUAL tokens is designed to be responsive to changes in TVL and market conditions. As TVL decreases, the emission rate of USUAL may increase, but it always remains lower than the actual revenue generated. This mechanism helps prevent excessive inflation and ensures that the token's intrinsic value is maintained over time. References: 1
Mava AI Betalil m
shouldnt there be somewhat of a backstop to stop minting when tvl decreases to prevent a reversed flywheel when price and tvl go down?
Noé
So it would just adjust
Which depends on the TVL
Depending on the daily revenue
@Noé @Mava (AI Support) If tvl is usd0 goes down from 1.9bil to 1.8bil then 100 million gets taken out of circulation. there is no burn in this case of usual. If then later this tvl in usd0 goes back from 1.8 to 1.9 are there usual tokens minted for this 100 million in tvl rise? Since its basically a wash i would emagine it will only start to mint usual above this original 1.9 bil figure right? Or is this not the case?Noé
It mints daily sir
lil m
@Noé @Mava (AI Support) If tvl is usd0 goes down from 1.9bil to 1.8bil then 100 million gets taken out of circulation. there is no burn in this case of usual. If then later this tvl in usd0 goes back from 1.8 to 1.9 are there usual tokens minted for this 100 million in tvl rise? Since its basically a wash i would emagine it will only start to mint usual above this original 1.9 bil figure right? Or is this not the case?
Agreed, people shouldn't be scared of the increasing supply if it means increasing TVL. The entire protocol relies on the TVL. That's where the yields will come from. Supply is capped and some are burned.Lucky Boy
Im watching the options flow for btc etf somethings there
this project is pretty genius honestly. even though i am the exit liquidity for the rest so far. These tokenomics are very clever. probably worth the gamble . especially when receiving like 50 percent yield in stable coins by just holding xusualLucky Boy
Best play is go for btc then just come back when this is .6
kiratsunami
if they swap, the money is still inside the protocol, TVL ... is untouched, thus the money is being invested ...
this project is pretty genius honestly. even though i am the exit liquidity for the rest so far. These tokenomics are very clever. probably worth the gamble . especially when receiving like 50 percent yield in stable coins by just holding xusualkiratsunami
51% of 5m a month ... so if you have like 4K token probably like 100USD
Lucky Boy
That also
Even usualx holders can dump token not only usd0++ stakers even at 10 percent fee if apy is good it can make get good daily yields also
Lucky Boy
man if this thing goes to 120k a 500 calls options would be like millions
Some covered calls in blackrock btc etf would be a nice play before jan 7th
Lucky Boy
Even usualx holders can dump token not only usd0++ stakers even at 10 percent fee if apy is good it can make get good daily yields also
esco
hopium
AgentPerfect
how do you guys have so much appetite to lose
I am new trader
esco
I bought avg $1, but I'm down $20k 
lil m
if you want to buy earlyer
can see a bottom at 60 cents
for now not much to do i think
if everything looks good in a couple weeks im scooping up everyones bag
lil m
yes i know. i will buy around the 27th of junuary, its also a good stresstest for the protocol to see how its tvl survives with lower yields because of a dumping token
AgentPerfect
i grew my 250 usd to 800 then from 800 to 550 atm. I need to buy more to get. better value at this point
yes I get that the revenue will go down relative to the usual price as the usual price goes up. What I am trying to understand is how stable is the revenue itselfesco
The source of the revenue is from the bond yield from the backing US Treasury tokens. That will depend how the APR can change in terms of raw USD0. I think USUAL plans to have other types of RWA too so that its not 100% dependent on US Treasury yields
lil m
average is 1.12 atm
i bought as high as 1.25 lmao
im doubling my stack at the end of january. small chance staking will reach 50 percent this month. So probably smart before the actual revenue switch. I feel slightly bamboozled since i bought for 7 january and fees going live but it is what it isravished
you must be in before Feb 1st, first payment will be end of feb or early march
AgentPerfect
i need to DCA purchase to settle my 1.1 and 0.9 purchases
is it going even down?
lil m
im doubling my stack at the end of january. small chance staking will reach 50 percent this month. So probably smart before the actual revenue switch. I feel slightly bamboozled since i bought for 7 january and fees going live but it is what it is
lil m
heey that me haha
ravished
I bought at $1.45, im not worried long term but I would like to lower my average. The FDV/TVL is as low as it ever has been
Zao_Roto
01/08/2025 at 09:53:30 ESTWtf
We are going to 0
Zao_Roto
01/08/2025 at 09:52:56 ESTLmao
famousfxck
You don’t want to be that guy who panic sold his 10X moon bag
If you bought at 1$+, best to just delete everything and come back in 3-6 months imo
And tons of features incoming
Knowing that they give back 100% of the revenue
That’s still very decent supply
4B supply isn’t necessarily a lot, I mean max supply we will hit this year would be like 1.6B
Lucky Boy
If it goes .3 i collateral house then buy
famousfxck
It can go to 0.30$ and bounce back to 3$ in a few months
Flywheel effect can take months
Literally only thing holding us is faith rn
@Mava (AI Support) if revenue tracking begins on febuary 2nd what date would the first share be?Mava (AI Support)
The first revenue share would be distributed at the end of the month following the start of revenue tracking. If revenue tracking begins on February 2nd, the first share would likely be distributed at the end of February or early March, depending on the specific distribution schedule set by Usual.
Mava AI Betaravished
@Mava (AI Support) if revenue tracking begins on febuary 2nd what date would the first share be?
@Mava (AI Support) what is the criteria for sharing revenue on Feburary 1st? Is there a snapshot taken in January?Mava (AI Support)
The Revenue Switch activates when more than 50% of USUAL tokens are staked as USUALx. If this threshold isn't met, the switch will automatically go live on February 1, 2025. Revenue tracking begins one day after activation, either through the community threshold or on February 1, 2025. There is no mention of a specific snapshot taken in January.
Mava AI Betaravished
@Mava (AI Support) what is the criteria for sharing revenue on Feburary 1st? Is there a snapshot taken in January?
Lucky Boy
OM mantra went to 0.04 when it was still new now the price is 4
famousfxck
Actually more
ravished
you get 10% of those per share if you stake usual
Zugor
The falling speed is pretty fast. That's concerning since USUAL is still young.
Lucky Boy
Btc is pumping damn i love it when im right
What do you think how far USUAL will keep going? I thought.75 could be Lowest. Is this already market declining?Lucky Boy
.8 is the denial .7 is breaking point .6 is anger and gnashing of teeth
Zugor
What do you think how far USUAL will keep going? I thought.75 could be Lowest. Is this already market declining?
Zao_Roto
01/08/2025 at 09:31:59 ESTSo in 1 month we have 93m new tokens
Zao_Roto
01/08/2025 at 09:31:48 ESTdear god
what if the ratio of usual/usualx stakers increases to 50%, how does that affect the APR? Is there a way to calculate what that would be? (i know this would be positive for price because supply would be more restricted)Mava (AI Support)
If the ratio of USUAL/USUALx stakers increases to 50%, the APR would likely decrease. This is because the rewards are shared among more participants, diluting the rewards each staker receives. The APR is influenced by the proportion of the total supply staked; as more people stake, the rewards are divided among a larger pool of stakers. To calculate the exact APR, you would need to know the total emissions and the number of stakers, as well as any changes in the emission rate or other factors affecting the rewards.
Mava AI Betaravished
what if the ratio of usual/usualx stakers increases to 50%, how does that affect the APR? Is there a way to calculate what that would be? (i know this would be positive for price because supply would be more restricted)
Noé
Only if t-bills pay less
ravished
ok so what is the ARP at 50% stakers?
ok but if its paying 34% APR now with (what is the dune for % staked?) as the ratio of usual stakers increases that APR will go down even if the price of usual is the same?
famousfxck
But the more they stake, the less we receive individually
Ofcourse not everyone is going to stake
Usual emission is daily with 2-3M constantly
But the APR depends on how many people are staking bro
The revenue is very stable
@Mava (AI Support) explain the revenue that is shared with usualx holders, where does it come from?Mava (AI Support)
The revenue shared with USUALx holders comes from the protocol's earnings. USUALx holders receive rewards in the form of $USUAL tokens, which are revenue-based. This means that the revenue generated by the protocol is distributed among eligible USUALx holders.
Mava AI Betaravished
@Mava (AI Support) explain the revenue that is shared with usualx holders, where does it come from?
famousfxck
Ofcourse if there are more people staking -> less for us
thats what I was looking for. So as long as TVL stays the same or goes up the APR is the same or better?famousfxck
Yeah but amount of USUALx being stakes also has an impact on the APR
APR for USUALx or USD0++? For USD0++ it can go lower if the revenue from the backing collateral goes down. For ex, right now the collateral is 100% US Treasury bonds which pay a yield, probably 4-5%. When the rates get lowered, that will drop which reduces the revenue too.
For USUALx, since USUALx is its own currency the APR depends on the ratio between USUALx's value and USD. So if the price of USUALx increases and the revenue stays the same, then the APR will go down even though you're making the same amount of USD0ravished
yes I get that the revenue will go down relative to the usual price as the usual price goes up. What I am trying to understand is how stable is the revenue itself
0xjmslnr
well not really, in that case USD0 TVL will decrease, so less revenue for UsualX holders
but is that the floor APR or can that go lower and if so why would it go lower that is what I am trying to answeresco
APR for USUALx or USD0++? For USD0++ it can go lower if the revenue from the backing collateral goes down. For ex, right now the collateral is 100% US Treasury bonds which pay a yield, probably 4-5%. When the rates get lowered, that will drop which reduces the revenue too. For USUALx, since USUALx is its own currency the APR depends on the ratio between USUALx's value and USD. So if the price of USUALx increases and the revenue stays the same, then the APR will go down even though you're making the same amount of USD0
ravished
@Mava (AI Support) can you elaborate on your four points please
Lucky Boy
Unless simpson prediction became true then we are all screwed 🤣
Btc goes new ath i sell buy usual at .6
ravished
thats what I was looking for. So as long as TVL stays the same or goes up the APR is the same or better?
Lucky Boy
Moved 5k usdt to buy btc --> jan 20 trumps sitting office. Bet will go up 5 days after
ravished
there is TVL of USD0 which effects the revenue but there is the market cap and supply of Usual and usualx, I am trying to understand the relationship between them
famousfxck
Because amount of tokens will go up
famousfxck
If TVL becomes stable or declines
ravished
can you elaborate on this? What do you mean sometimes we earn less?
famousfxck
Which most of 99.99% of coins don’t have
That’s basically a “floorprice”
Anyway it’s mega bullish that we’re receiving USD0 rewards
ravished
1) ok so a decrese in interest on USYC (tbills), 2) what would increase the supply of USD0++ and why would that effect the APR of usualx holders? 3) can you elaborate on changes in market conditions affecting the yield, are you referring to the market conditions of the collateral behind USD0 or something else? 4) adjustments in the emission strategy of Usual tokens, are you referring to governence decisions?
famousfxck
So sometimes we will earn less than that amount or sometimes even more
Ofcourse TVL goes up and so does the tokens
BingChilling
how you got per month
famousfxck
Yep
ravished
thats what is paid in USD0 to Usualx holders monthly
I understand it
fab1440
01/08/2025 at 08:57:36 ESTwtf is 0.028$
fab1440
01/08/2025 at 08:57:30 ESTNo one understands what you saying my guy
@Mava (AI Support) be specific on the precise things that would make APR go lower in a bulleted list for me pleaseMava (AI Support)
- Decrease in the interest rates of the assets backing USD0. - Increase in the supply of USD0++. - Changes in the market conditions affecting the yield. - Adjustments in the emission strategy of $USUAL tokens. Reference: 1
Mava AI Betaravished
@Mava (AI Support) be specific on the precise things that would make APR go lower in a bulleted list for me please
but is that the floor APR or can that go lower and if so why would it go lower that is what I am trying to answerMava (AI Support)
The floor APR is a minimum interest rate set by the protocol, but it can potentially go lower due to changes in market conditions or protocol adjustments. Factors such as fluctuations in the underlying interest rates, changes in the supply of USD0++, or governance decisions can influence the APR. The protocol may adjust the APR to maintain stability or respond to economic conditions. Reference: 1
Mava AI Betaravished
but is that the floor APR or can that go lower and if so why would it go lower that is what I am trying to answer
paid in cash on the current price of usualx
.028*12=.336/.86=.336 34% a year APR!
famousfxck
Aerodrome 2.0, normies will wake up after 3 months realizing how much we’ve been earning
People are sleeping crazy on this project lmfao
This on top off the APY from USUALx is a god send blessing
ravished
where is that dune chart?
Lucky Boy
I dont trust this price point
btw for the ones trying to calculate stuff on the rev switch (poke @famousfxck) we've added this stat to the Dunefamousfxck
So at 50% staked its like 175M USUALx are eligible
ravished
@Mava (AI Support) what is the first revenue sharing date?
I like this dune chart https://dune.com/dundundoom/usual-tvl-over-day-logscale
ravished
if you where going to guess on an algebraic formula for how the rev share APY is determined what would it be?
Gunner funk
Jucier if you have dry powder to buy cheap usual
ravished
what date are usualx holders paid after rev share goes live on feb 1st?
if each usualx earns $0.24 a year and the price of usualx is $0.24 then its 100% APR in USD0
Ingham
Thats the magic of paying revenue switch in US$. While it is less juicy in terms of APR if price pumps, it gets juicier the lower the price gets (similar to how dividend yield increases as price drops), so it also functions as a pseudo-floor
Mava (AI Support)
The 'Revenue Switch' is a mechanism designed to deliver direct value to USUAL holders. It activates when more than 50% of USUAL tokens are staked as USUALx. If this threshold isn't met, the switch will automatically go live on February 1, 2025. Once activated, 100% of monthly protocol revenue will be distributed directly to USUALx stakers.
Mava AI Beta
badgroot1601
How to switch revenue?
Mava (AI Support)
The APY for the Revenue Switch is calculated based on the protocol's revenue distribution to USUALx stakers. The APY is influenced by the total value locked (TVL) and protocol revenues, which are continuously growing. The exact equation isn't specified, but it involves distributing 100% of monthly protocol revenue directly to USUALx stakers. The APY is projected to increase as TVL and revenues grow.
Mava AI BetaGunner funk
Even if tvl collapses due to price drop
ravished
@Mava (AI Support) how is the revenue switch APY calculated? Please share the equation
Gunner funk
So holder's kinda safe on getting atleast 8 months of revenue
In next 4 months another 4 months of rewards can be accumulated
badgroot1601
Is it time to get out?
ravished
im interested in actual APY so I would like to run some projections
Gunner funk
One good thing is usual got a buffer of 4 months worth of rewards after revenue switch considering only 4 million usdo is shared monthly
ravished
for the rev share specifically
@Noé I see the projected APY on the site but can you share with me the equation that determins that figure?
Mava (AI Support)
Yes, revenues can decrease even if the Total Value Locked (TVL) remains the same. This can happen due to factors such as lower interest rates on the underlying assets, changes in market conditions, or governance adjustments that affect the revenue model. Reference: 1
Mava AI Betaravished
is there any likely situation where revenues decrease if TVL remains the same?
ravished
but as long as TVL of USD0 stays the same or increases revenues will be stable or increase?
Noé
Only varies with the revenue and % staked
Mava (AI Support)
Yes, if the Revenue Switch goes live on February 1st, the revenue tracking begins one day after activation. The monthly protocol revenue will then be distributed directly to USUALx stakers, which implies that the snapshot for payment would be aligned with this timeline.
Mava AI Beta@Noé the projected APY of rev share, does this go up and down relative to the price of usual?Noé
No since it’s in USD0
ravished
also if it goes live on Feb 1st is that when the snapshot is taken for payment on the 28th?
I'd also like to highlight that even with the market currently dying, Usual still delivers 27% APY on USD0++ and >200% APY on USUALxGunner funk
You know these apy can change in minutes right
Lucky Boy
More and more company will go for digital capitalization and tokenization
ravished
@Noé the projected APY of rev share, does this go up and down relative to the price of usual?
Lucky Boy
Its just a matter of time
Hahahah, u getting my point if that’s an analysis and an opinion even tho it doesn’t make sense
Shouldn’t be agressive and saying stuff like “do you think before writing”
U can’t debate opinions mon amiLucky Boy
I think crypto will part of the s&p this or in the next year
Hahahah, u getting my point if that’s an analysis and an opinion even tho it doesn’t make sense
Shouldn’t be agressive and saying stuff like “do you think before writing”
U can’t debate opinions mon amiNoé
🥸🤝
Lucky Boy
Btc hasnt come down yet to 90
Don’t play smart lol, as I said, speculation channel is made to speculate, not say nonsense like “bro the sp500 was only 2% down and usual is 20%”.ElAnalistaa🧐
Hahahah, u getting my point if that’s an analysis and an opinion even tho it doesn’t make sense Shouldn’t be agressive and saying stuff like “do you think before writing” U can’t debate opinions mon ami
If I want to compare s&p 500 and crypto I’ll do it even if it doesn’t make any sense
Didn’t check the rules but pretty much sure it doesn’t highlight not comparing s&p and usualNoé
Don’t play smart lol, as I said, speculation channel is made to speculate, not say nonsense like “bro the sp500 was only 2% down and usual is 20%”.
ravished
I thought it depended on the units of usual
ravished
wait, the revenue shared with usualx depends on the usualx price?
btw for the ones trying to calculate stuff on the rev switch (poke @famousfxck) we've added this stat to the Dunefamousfxck
Allahu Akbar
BingChilling
around 250k usual if usual $1
BingChilling
52% apy estimated you get in usd0++
nope, you're not: check the rules and channel's description.
Speculation doesn't mean "saying whatever"ElAnalistaa🧐
If I want to compare s&p 500 and crypto I’ll do it even if it doesn’t make any sense Didn’t check the rules but pretty much sure it doesn’t highlight not comparing s&p and usual
Noé
Forecasted APY is available on the website boss
ravished
based on current market conditions
Noé
Revenue shared among eligible USUALx 🫡
ravished
I want to find out how much usualx I need to make $10k a month
I'd also like to highlight that even with the market currently dying, Usual still delivers 27% APY on USD0++ and >200% APY on USUALxravished
whats the calculation for the rev share?
Thim
I thought they were seen every day, I bet all the usual ones I have in my possession
Noé
I'd also like to highlight that even with the market currently dying, Usual still delivers 27% APY on USD0++ and >200% APY on USUALx
Thim
Hi Yesterday I made a bet usualx. when will the first reward appear
With the current $USUAL price and TVL, you could get >53% APY, which means you x2 your principal in 1.6yrs.
If the price pumps (knowing the current price is quite "low"), you get even more.
And that's without counting any $USUAL rewards, only the rev-share - meaning, in case of even more dump, the $USUAL APY (at >200%) would compensate a bit the temporary loss.
More than that, dump = people unstaking = unstaking fees for you + higher APY since less people share the pieravished
buying foreclosed properties at the bottom of the real estate market in 2010 only paid back principal in like 5 years (not including value increases)
Noé
oof
ravished
expensive lessons
I remember longing the top at $60k on perps
ravished
-96% back in the early days
I remember a time when bitcoin was $3k during covid. Or a time when bitcoin went from $30 to $1, imagine that. -96%BingChilling
2024 class is genZ -45% is end of world lmao meanwhile btc drop -50% a week in 2021
Noé
With the current $USUAL price and TVL, you could get >53% APY, which means you x2 your principal in 1.6yrs. If the price pumps (knowing the current price is quite "low"), you get even more. And that's without counting any $USUAL rewards, only the rev-share - meaning, in case of even more dump, the $USUAL APY (at >200%) would compensate a bit the temporary loss. More than that, dump = people unstaking = unstaking fees for you + higher APY since less people share the pie
ravished
if the fundies are strong then long
btw for the ones trying to calculate stuff on the rev switch (poke @famousfxck) we've added this stat to the DuneBingChilling
@kiratsunami do the math again see if stake in pendle/equilibria is profit or not ?
ravished
I remember a time when bitcoin was $3k during covid. Or a time when bitcoin went from $30 to $1, imagine that. -96%
BingChilling
how is that alt -45% in a week is brutal ?
bro I'm down 45% in a week....it's mega brutal by even crypto standards, nothing to do but hold but man this has dumped really hard like it's a memecoin that was a rugravished
mem coins dont give yield. Yield is hard to find
Noé
it has to make sense
bro I'm down 45% in a week....it's mega brutal by even crypto standards, nothing to do but hold but man this has dumped really hard like it's a memecoin that was a rugA bit agressive ain’t it ? It’s a speculation chat we’re welcome to say whatever we think right ?Noé
nope, you're not: check the rules and channel's description. Speculation doesn't mean "saying whatever"
ravished
find any stock or investment property returning 24% a year, once rev share is implemented usual should be 4x times that easily.
bro I'm down 45% in a week....it's mega brutal by even crypto standards, nothing to do but hold but man this has dumped really hard like it's a memecoin that was a rugBingChilling
normal in crypto drawdown. -70% to make you feel something
ravished
already have
ElAnalistaa🧐
A bit agressive ain’t it ? It’s a speculation chat we’re welcome to say whatever we think right ?
Camel
bro I'm down 45% in a week....it's mega brutal by even crypto standards, nothing to do but hold but man this has dumped really hard like it's a memecoin that was a rug
Bercianos
We are pumping rn
My projection at 2m added to supply daily that will be more or less 800m supply the growth rate of stake might not cover could be .3 or .4 by feb unless selling pressure stoppedravished
just think the max tokens is $4 billion, for a project this size with the TVL and earnings off treasuries its peanuts.
BingChilling
could be worse september dump was 70-80% across alt
Camel
down 45% with compounding 😞
it is what it is....at least with the rev switch, I can buy myself some ramen monthly
yet here we are
Camel
My thesis was --- RWA protocol with a ton of TVL and rev share, should be an ez pz 4x
ravished
if each usualx earns $0.24 a year and the price of usualx is $0.24 then its 100% APR in USD0
Camel
I have not known anything other than down only since buying a fat stack of USUAL
are we cooked?
BingChilling
do we plan usd0++bera pool for pendle ?
marvak
Whats good entry point? How far down we going?
unknown l
don't think i saw anyone with a thesis calling for a massive spike in treasury yields to drag down usual
The coin is suppose to balance somehow right when the usual price drops? Wint minting rates or whatever, dont rlly understand, but thats why am asking is it working?Mava (AI Support)
The minting rate of USUAL is not directly related to its price. Instead, it is influenced by factors such as the total value locked (TVL), the underlying interest rate for the collateral of USD0, and other factors. The minting rate is designed to be dynamic and adjusts based on these parameters to ensure the protocol's sustainability and alignment with market conditions. Therefore, the system does not directly balance the price drops through minting rates, but it is structured to adapt to various economic conditions. Reference: 1
Mava AI Betamarvak
The coin is suppose to balance somehow right when the usual price drops? Wint minting rates or whatever, dont rlly understand, but thats why am asking is it working?
xxirapax
But for the moment we don't really have a big general dump.
marvak
Guys is team learning something from this dip? Does the math work how its suppose to? How is the team feeling?
xxirapax
Then when you see the historic volatility on BTC, you can understand it's better to sleep when the bear come.
The people never get stock on investment, are not ready for such market especially in crypto.
BingChilling
1 usdc = 5$
Noé
I'll never be happy
ETH at 3k3 lol
Yi Long Max
beautiful
xxirapax
Some big names did like Buffet. They sold stock for liquidity. Some say markets are overweight.
Josip
01/08/2025 at 07:55:17 ESTGg bb
Bercianos
But with the revenue switch I am expecting that the significant things start to occur no early than March or after 1st epoch.
Already see Sun on the horizon 😄
BingChilling
with this logic snp500 -4% usual -100% and 1 usual = $0 wow
Noé
x)
the fuck
comparing SP500's daily change with crypto's
Deicide
There's lots of speculation. But the market crash looked weird to me. Just intuition, didn't seem organic fubar.
Yi Long Max
back to 2008
Noé
lmfeow
do you think before posting?
Noé
Well, we're lucky that the SP500 didn't do -50% lol
Bercianos
Bought last time at 0.98 on 6th of January to be sure I did wonderful business 😄
Parkrio
[Fact] Sp500 -2% Usual -50%
Noé
it's called "crypto", the most volatile market in the world
ElAnalistaa🧐
But now complete opposite
Bercianos
No funds to buy, just asking. No time to analyze this, I am in work 🙂
ElAnalistaa🧐
We were the only token holding when Powell spoke about btc It was the launch
Is there already turning point or there is still decay in the crypto market? Answer for those who are analyzing whole thing.Deicide
Buy the dip lol
Noé
lmeow
didn't stabilize
ah nah forget
Is there already turning point or there is still decay in the crypto market? Answer for those who are analyzing whole thing.Noé
markets are stabilizing a bit rn
Bercianos
?
Is there already turning point or there is still decay in the crypto market? Answer for those who are analyzing whole thing.
Noé
that's crypto
Yi Long Max
https://tenor.com/view/daddys-home2-daddys-home2gifs-stop-it-stop-that-i-mean-it-gif-9694318
ElAnalistaa🧐
But is it us data that’s that much impacting us I don’t get it
Lucky Boy
I would just this back at .2
Parkrio
Beautiful No.2 yet
Noé
Ethena also
Noé
hyperliquid is down like us ^^
ElAnalistaa🧐
I saw 10 15
We’re down 20%+ percent No one is down like us 🤣
Noé
all coins are down on 24h trends
Noé
that's just false
ElAnalistaa🧐
I don’t get it they announced fee switch and all
I mean okay yesterday squeeze But it’s not stopping only for usual
Why isn’t it stopping like what’s happening
Yi Long Max
Phase A isn't even over yet
Mava (AI Support)
The conversion rate between USUAL and USUALx reflects your share of the rewards, and the amount you receive when unstaking should be proportional to the value of your USUALx holdings. If you are receiving 90 USUAL before the unstaking fee, it might be due to changes in the value of USUALx relative to USUAL over time. However, the unstaking fee is consistently 10% of the unstaked amount.
Mava AI BetaGodralho
Seems like $Usual is having C wave..
Hmmm
Lucky Boy
We go .6 bois
Just now i have sold another 10k tokens leaving just 5k and 1700 staked. In profit
MorningPhoenix
that will get rid of the easy monney to the moon guys
for sure
Lucky Boy
Yean when we go to .6 there will be anger and gnashing of teeth
MorningPhoenix
everything is written down the plan is going accordingly
it makes me laugh when i see people say it's a scam
if you look at thez white papper scarcity will be the winning bet in the long term
no quick buck
rAiiNbOwZz/Mike
As soon as more people stake, everyone gets less and people might not just dump it
MorningPhoenix
but thats for the first few years its a lonjg term project my guys
haha yuup u summed it up pretty good
MateyCoo
Whales: Perfect project. I stake stable with good apy, receive usual token daily and insta sell it - profit, yay.
Shrimps: Wtf, why price is so low/ why dump again/so low mcap/10 dollar soon/Will buy more/"Technical analysis overslold📉 "/Just hold/mcap/TVL WTF!!!!!!11111
rAiiNbOwZz/Mike
Sell please, will go down to 0.6 soon anyway
Lucky Boy
I mean bbby up to this date still has a following in reddit kicking themselves up
BingChilling
we stay 300M mcap forever
BingChilling
no it can't
ilo00o
Instaking
Not to mention though for those that stick around we’ll make money off price fluctuations and installing
So there will be incentive to stake
Unless we fast track to 0.3 within the next couple of days 😂
Plus revenu switch will defo be turned on at that point
I mean we made it out the first time
Meris
Can it recover tho? If it hits like a 0.3 or something
I'm not trying to make FUD, just a serios question so dont get mad at me
ilo00o
i*0.5
Not gonna put anything else in until we hit at least 0.4-0-5
Lmaooo same here 😭
MorningPhoenix
personally i'm loosing lots of innitial investement right now but i'm happy, i'm gonna buy way more at the bottom
ilo00o
Also, for those making money of usd0 if the price goes down they make less so why not hold longer to increase price then sell higher?
Idk I think retention is important and not covering us little guys (not including rich ole lucky boy) is important for the sustainability of this project long term
My projection at 2m added to supply daily that will be more or less 800m supply the growth rate of stake might not cover could be .3 or .4 by feb unless selling pressure stoppedBingChilling
$2m dollar is in term of price. low price low emission.
ilo00o
*good
Yeh it’s not looking to golf
Hehe fair enough
Lucky Boy
Well unless something outside the scope of what i see change some miracle
ilo00o
Welp live and learn hehe time to diversify more
I wasn’t expecting this to stay low for that long
Good damn that’s insane
i would own so much usual at 0.3
Lucky Boy
Well 2026 it might recover to 1 above
I think the max pain point seems to be in the $0.5 range, or $0.3-0.4 if the overall market continues in a protracted downtrend / eth goes below 3k and stays there for a whileunknown l
also this would probably cause tvl to fall a bit as APY will be lower and ppl get a lil scared about holding something new when prices are going down, but even with that rev switch would be giving an unbelievable yield all in stables so it would be actual deep value
ilo00o
So I might as well just keep it
I’ll still be earning usual
I mean I staked for a reason
Mhm
Lucky Boy
Well you only lose when you realize your loss right theres alway next year
ilo00o
Good project hypothetically but I think the owners gotta cover us more
So this could liquidate
Yooooo
Lucky Boy
But thats just me make your own speculation
Lucky Boy
My projection at 2m added to supply daily that will be more or less 800m supply the growth rate of stake might not cover could be .3 or .4 by feb unless selling pressure stopped
Lucky Boy
Until feb?
I also did my calculation and I think that the fee switch is low so low
the pendles that Id earn from Equilibria is equivalent to what I will earn from the fee switch
and in Pendle I have other incentives
I will stick to Pendle+equlibriaBingChilling
yeah only works when pendle worth something you paid in pendle token it's volatile. so usd0 still good overall. That's the game theory.
ilo00o
Trying to figure out a good entry point
If it’s going up in reverse does that mean it’l drop again soon?
Lucky Boy
Its going up in reverse
Okay so I had some time at work and did some calculations about potential ROI of my USUALx APY + the new mechanism. And I just want to say I’m gonna be incredibly wealthy. Thanks @Noé 🫡❤️kiratsunami
I also did my calculation and I think that the fee switch is low so low the pendles that Id earn from Equilibria is equivalent to what I will earn from the fee switch and in Pendle I have other incentives I will stick to Pendle+equlibria
LN123321
yes it's going !up
AgentPerfect
Is usual goin up?
ilo00o
How we doin?
Hello folks
Usual
KENOBI
also this fee doesn't mentioned now
BingChilling
try unstake u get -10% fee
KENOBI
when i try to unstake as you sad, the max number is the same as yesterday evening
BingChilling
on debank ?
KENOBI
it calculates daily?
KENOBI
it is the same like 13 hours ago
hello everyone! can i know please when i would able to see some numbers here after staking usual?
Pending Rewards
USUAL 0BingChilling
compunded you can try to unstake or check in debank
hello everyone! can i know please when i would able to see some numbers here after staking usual?
Pending Rewards
USUAL 0Mava (AI Support)
Hello! When you stake USUAL into USUALx, your rewards accrue and autocompound, but they do not appear under 'Pending Rewards'. Instead, you can see them when you try to unstake. The value of your USUALx increases over time, reflecting your earned rewards.
Mava AI BetaKENOBI
hello everyone! can i know please when i would able to see some numbers here after staking usual? Pending Rewards USUAL 0
Zao_Roto
01/08/2025 at 06:15:09 EST0.3 will be like 150m mc
I think the max pain point seems to be in the $0.5 range, or $0.3-0.4 if the overall market continues in a protracted downtrend / eth goes below 3k and stays there for a whileZao_Roto
01/08/2025 at 06:14:40 ESTBut that was the most ridiculous
hahahahaha
Zao_Roto
01/08/2025 at 06:14:22 ESTPeople trying to fud in any way
famousfxck
Lmao it’s just 0.0006$ difference don’t be ridiculous
0xjmslnr
USD0 is not a algorithmic stablecoin, using RWA/T-bills (US) so not as risky (it's crypto so there is always risk 😆)
JohnCarraway
How about usd0 it doesn’t hold the 1 dolar mark ,
Zao_Roto
01/08/2025 at 05:53:25 EST83 IQ
I think the max pain point seems to be in the $0.5 range, or $0.3-0.4 if the overall market continues in a protracted downtrend / eth goes below 3k and stays there for a whileZao_Roto
01/08/2025 at 05:53:04 ESTLMAO
Ingham
So it would be a great entry point to DCA down and lower the entry price for the eventual $10 price target
But based on the inherent value of the revenue switch i doubt we’ll go below that
I think the max pain point seems to be in the $0.5 range, or $0.3-0.4 if the overall market continues in a protracted downtrend / eth goes below 3k and stays there for a while
Okay so I had some time at work and did some calculations about potential ROI of my USUALx APY + the new mechanism. And I just want to say I’m gonna be incredibly wealthy. Thanks @Noé 🫡❤️Noé
share the alpha 👀
Zao_Roto
01/08/2025 at 05:06:45 ESTNever
yns94
@Gunner funk where is your « 🧲0.6 » i didnt saw it today
BingChilling
deflationary not achieve in day 1 blud. it is long term lol. not even 1 month yet after tge
Deicide
Market crash got me like.
Deicide
JazzySt
Back to work lol
Again a reminder for anyone new to crypto bitcoin started at $0 went up to 0.02 at launch in 2009. Held at 0.10 until 2010. This project is still in its infancy stage BE PATIENT. Thank you. Lesson over again lol
Things are picking up slowly but something major happened so those who are staking are staking chill you’re not losing anything but seeing a number go up and down for now. Those who only invest tokens in binance do your dang research
JazzySt
Again it was a crash in everything from crypto market to forex to stocks
If it goes down to .5 then it goes down. If not then it doesn’t lol
Markets are recovering from yesterdays crash
JazzySt
🔮 asking my crystal ball
Robin58
anyone agree if USUAL going to 0.5$?
famousfxck
Enjoy that tasty yield and soon the rev mechanism 🫡🔥
Anyway HODL, be bullish. First of January is always bear traps for paperhands.
Idk why we even argue about this
All other DeFi projects are doing this
Aerovall
01/08/2025 at 03:30:42 ESTanyways not gonna argue on ppl that dont know yt haha since its just "advantageous" and not worth argueing
famousfxck
That is why if you want to have a piece of that revenue, you need to lock it up with USUAL 🤷♂️ only makes sense
Aerovall
01/08/2025 at 03:30:20 EST😂
famousfxck
But not for Usual
Farming in Pendle or other pools is advantageous for those platforms
Aerovall
01/08/2025 at 03:30:09 ESTread it again but slowly
famousfxck
Pendle is trading yield, not real yield
And YT trading is so advantageous that it’s not even worth arguing about it
Ingham
Only direction is up from here as soon as the overall market rallies
famousfxck
Trading PT/ LP is basically giving up a piece of your potential yield for more fixed yield
Aerovall
01/08/2025 at 03:27:48 ESTyes sir if you dont know it , it is useless
famousfxck
And USUALx LP is already giving 238% APY rn
So this whole conversation is useless
Pendle is yield trading, you’re not even trading real yield
Noé
Everything is not black and white lol, you don't have to search for a bad guy everytime you don't like something. How could it be their fault if they didn't knew that it would be incompatible with one future feature? Maybe they could've planned better, yes maybe, but also, they had to seize the opportunity and quickly create a pool for USUALx. Maybe we could've planned earlier and communicate it to them earlier also, maybe yes, but hey, we can re-create a whole new world with "we could've" "you could've".
Pendle creates a USUAL pool without asking nothing to us, how is it our fault if it isn't compatible with future developments?
It's also not their fault, since they didn't know about it, and wanted to seize an opportunity.Aerovall
01/08/2025 at 03:24:27 ESTthought its their fault since they built a product that is incompatible?
Noé
It's like creating a game and blaming microsoft that it's not compatible with their next update
where's the issue?
like
you can just claim on Pendle and go back to native Usual staking
Pendle creates a USUAL pool without asking nothing to us, how is it our fault if it isn't compatible with future developments? It's also not their fault, since they didn't know about it, and wanted to seize an opportunity.
I don't see why it's our fault if, as crypto should be, a permissionless protocol builds something on top of another permissionless protocol, without asking for anything, and then yeah unfortunately it's incompatible with some future stuffNoé
^ answer to me
Noé
Why is it weird? It's the same
Aerovall
01/08/2025 at 03:21:48 ESTweird fallacy
famousfxck
It’s like buying a call/ put options and you blame the company for the difference of price
You’re not even trading or earning the real yield
Noé
lmeow
famousfxck
Btw Pendle is yield trading 🤷♂️
Noé
lmao
like
Aerovall
01/08/2025 at 03:20:04 EST🙂
famousfxck
Claim USUALx on Pendle -> send to Usual dashboard to stake for revenue
Noé
^^
so
Noé
and fyi, Pendle created that USUAL pool without really asking anything to us
Aerovall
01/08/2025 at 03:19:11 ESTbro already said yesterday it is different
famousfxck
You can literally claim your rewards on Pendle and stake them for the fee & rev mechanism
Noé
anyone can create something on top of us
Noé
As I said lol, crypto is permissionless
and, I don't understand why we also should be able to fully support 100% of all the integrations made on top of usAerovall
01/08/2025 at 03:18:14 ESTif you think like this then you should be standalone and not making partnerships?
famousfxck
And have the revenue for ourself
Instead of depending on other platforms
What if Usual build their own pools?
Noé
of course we would've loved for the rev-share to be compatible with Pendle
it's not because a protocol decides to build something on top of us, incompatible with future developments, that it's our fault lmeow
Noé
It's not weird, it's just an incompatible architecture
Aerovall
01/08/2025 at 03:14:12 ESTprice is shiet since whole crypto market shieting, only thing I didnt like on team is leaving out usualX YT for real yield which is weird
Aerovall
01/08/2025 at 03:12:17 ESTethena scam why dump then pump
famousfxck
15B supply, no revenue/ fee mechanism, no disinflation
Alexanderz🍀
Back to 0.6 is not a story
Deicide
Meme coins also shidding the bed.
Btc down 5% this is still normal for altcoin to drop like this (~20%)
Yi Long Max
yep
JazzySt
Or that they don’t care or that it’s dying and a scam project lol
See people who come to complain about token market price yet aren’t invested or understand the project are the fudders. They’re here to spread misinformation on square about the usual Te am not doing anything to help boost the priceUsual
JazzySt
See people who come to complain about token market price yet aren’t invested or understand the project are the fudders. They’re here to spread misinformation on square about the usual Te am not doing anything to help boost the price
Ahmed stopped replying
Yi Long Max
https://tenor.com/view/safuu-degens-safuu-army-pump-army-gif-25593529
JazzySt
https://tenor.com/view/dance-dancing-baile-bailando-yay-gif-17384051690696814103
Deicide
https://tenor.com/view/leonardo-dicaprio-thank-you-cheers-smile-gif-17045602
JazzySt
Do you know what the project is about?
JazzySt
Yayyyy you got OG
JazzySt
Have you read the website?
Deicide
No cap
Strong possibility.
JazzySt
I want to buy a lambo with it
Deicide
Inshallah
JazzySt
I have 57 tokens on binance 🤣
Nothing to say
lol
JazzySt
Do you have tokens or coins?
JazzySt
Thank you for your feedback
@Gunner funk please don’t be a momma basement dweller weirdo who is smugly smiling now and shaking your head
Not all fudding is bad fudding. Some of it is frustration release and anticipation of what’s to come. Using reverse psychology to calm the nervesYi Long Max
im totally calm
JazzySt
Not all fudding is bad fudding. Some of it is frustration release and anticipation of what’s to come. Using reverse psychology to calm the nerves
Even famousfxk as bullish as he is about this and as committed gets to the point of frustration and feeling the pain when his investment isn’t performing to his expectations
Yet again this is a start. And eventually things will go in the right direction
He was more bullish than all of us and really wants this project to work. He’s frustrated because the trajectory wasn’t what was expected at the start
Like I said understand where he is coming from and you will see why he comments the way he does.
Deicide
I literally expect him to tell me how disappointed he is in me when I see him online.
JazzySt
This is my point. He is like a college professor. Doesn’t sugar things and add rainbows and unicorns. He asks he comments and throws shade haha
We just had a series of very unfortunate incidents that have affected the actual token value
Gunner funk
It's literally free money
JazzySt
It will
Gunner funk
I want this golden goose to live as long as possible
JazzySt
One thing he doesn’t do is spread misinformation
KQat
red colour is bullish
JazzySt
Hahaha
Let him be. I’m not defending him! Hek I hackle him a lot too lol but it’s fine
I’ve lived in many countries with people who are super straight forward and he is just one of themJazzySt
He honestly just doesn’t do the sweet talk
Deicide
We need fud. Otherwise I can't feed off the hate.
JazzySt
I’ve lived in many countries with people who are super straight forward and he is just one of them
Gunner funk
You need to be harsh in this space. Lot of grifters and moonbois
Yi Long Max
u are bum, u can do whatever u want but please stop talking bs
JazzySt
He doesn’t sugar coat things
Gunner funk
I like the value of my free coins to be high as possible
JazzySt
Some of his concerns are legit but his way of addressing them is a bit harsh
And he doesn’t bother me
Gunner funk
I have more intrest in usual than you
Deicide
😂
Gunner funk
I'm staking USDO
Yi Long Max
@Noé why is gunnerfunk not banned yet?
JazzySt
The matrix glitched badly
I need more info my brain can’t handle waiting
There was really a very weird crash tbh and worst yet not many are trying to analyze it yet
JazzySt
Actually by march markets should start peaking
i0sm3
01/08/2025 at 02:23:32 ESTHaha 😆 could be