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Morpho Watch

Morpho bad debt and stuck markets

Bad debt is a loan whose collateral is worth less than what is owed, so liquidating it cannot make lenders whole. On Morpho a loss stays inside the one market where it happened: lenders in that market share it, and nobody else does. This page lists markets on every network, listed in the Morpho app or not, that carry bad debt or have become stuck.

Data from Morpho's API · updated

Bad debt written off

$3.99M

losses already shared by lenders

Bad debt still open

$214

in markets that still work normally

Stuck markets

52

worth tracking, of 246 in total

Listed vaults exposed

0

lending into any market below

None of the vaults listed in the Morpho app currently lend more than $100 into the markets on this page.

Stuck markets

A stuck market has every dollar lent out and borrowers who won't repay, usually because the collateral collapsed. Interest keeps compounding at the maximum rate, so the amounts owed grow by roughly 3,000 times a year on paper. Those paper figures are not real money, so this table shows how much was lent out when the market got stuck instead.

MarketLent when stuckStuck sinceCollateral leftWritten offOwed on paper
BONDUSD / USRNot listedEthereum · LLTV 94.5% · Unrecognized collateral $219.4M Apr 24, 2025 $0 – 44.09B USR
msY / USDCNot listedEthereum · LLTV 86.0% · Oracle unusable, Sustained low liquidity $21.26M Jun 25, 2026 $17.72M – 143.81M USDC
wstUSR / USDCNot listedEthereum · LLTV 91.5% · Oracle price derivation $6.30M Apr 9, 2026 $600K – 224.71M USDC
AVLT / USD₮0Not listedHyperEVM · LLTV 91.5% · Sustained low liquidity $5.67M Jul 2, 2026 $85.6K – 6.80M USD₮0
xUSD / USDCNot listedArbitrum · LLTV 91.5% · Custom, Sustained low liquidity $5.62M Nov 6, 2025 $0 – 132.02M USDC
AVLT / USDCNot listedEthereum · LLTV 86.0% · Sustained low liquidity $4.49M Jul 2, 2026 $2.6K – 91.10K USDC
msY / USDCNot listedEthereum · LLTV 91.5% · Oracle unusable, Sustained low liquidity $3.88M Jul 2, 2026 $2.58M – 16.50M USDC
K / USDCNot listedArbitrum · LLTV 62.5% · Unrecognized collateral $3.29M Aug 14, 2025 $0 – 11.15B USDC
RLP / USDCNot listedEthereum · LLTV 86.0% · Oracle price derivation, Sustained low liquidity $2.92M Apr 2, 2026 $140K $1.18M 74.57M USDC
sNUSD / USDCNot listedEthereum · LLTV 91.5% $1.68M Sep 10, 2026 $0 – 2.12M USDC
USR / USDCNot listedBase · LLTV 91.5% · Oracle price derivation $1.28M May 7, 2026 $120K – 28.73M USDC
RSS / USDCNot listedBase · LLTV 77.0% · Unrecognized collateral $1.02M Aug 27, 2026 $0 – 1.94M USDC
ILLIQUID_PERPDEX_COLL / USDCNot listedEthereum · LLTV 94.5% · Unrecognized collateral $742K Sep 17, 2026 $0 – 937.56K USDC
PT-RLP-9APR2026 / USDCNot listedEthereum · LLTV 86.0% $439K Apr 9, 2026 $0 – 14.77M USDC
RLP / AUSDNot listedEthereum · LLTV 86.0% · Oracle price derivation, Sustained low liquidity $319K Apr 9, 2026 $28.4K – 7.85M AUSD
USR / USDCNot listedEthereum · LLTV 91.5% · Oracle price derivation, Sustained low liquidity $278K Apr 2, 2026 $27.6K – 10.68M USDC
sdeUSD / USDCNot listedWorld Chain · LLTV 91.5% · Unrecognized collateral $224K Dec 11, 2025 $0 – 40.64M USDC
PT-slvlUSD-25SEP2025 / lvlUSDNot listedEthereum · LLTV 91.5% · Sustained low liquidity $84.7K Sep 25, 2025 $0 – 458.09K lvlUSD
RLP / USDCNot listedArbitrum · LLTV 86.0% · Oracle price derivation, Sustained low liquidity $74.5K Apr 9, 2026 $6.5K – 1.80M USDC
PT-wstUSR-1740182579 / USDCNot listedEthereum · LLTV 91.5% $41.3K Jan 23, 2025 $0 – 27.69K USDC
MC-USR / USD0Not listedEthereum · LLTV 91.5% · Sustained low liquidity $27.4K May 7, 2026 $0 – 353.52K USD0
RLP / USDCNot listedBase · LLTV 86.0% · Oracle price derivation, Sustained low liquidity $14.4K Apr 16, 2026 $1.4K – 436.53K USDC
hbUSDT / USRNot listedHyperEVM · LLTV 91.5% · Oracle unusable, Sustained low liquidity $8.5K Jun 11, 2026 $10.2K – 107.71K USR
kHYPE / USDHNot listedHyperEVM · LLTV 77.0% · Oracle unusable $6.7K Sep 24, 2026 $16.7K – 4.18K USDH
cbBTC / wUSDLNot listedEthereum · LLTV 86.0% · Oracle unusable, Sustained low liquidity $5.5K Dec 4, 2025 $3.4K – 240.50K wUSDL
IMF / USDSNot listedEthereum · LLTV 62.5% · Unrecognized collateral $4.6K Apr 23, 2026 $0 $10.7K 78.46 USDS
deUSD / USDCNot listedEthereum · LLTV 86.0% · Oracle price derivation $3.2K Dec 25, 2025 $0 – 1.14M USDC
uXRP / USDCNot listedBase · LLTV 77.0% · Sustained low liquidity $2.5K Apr 30, 2026 $1.2K – 11.04 USDC
csUSDL / USDCNot listedEthereum · LLTV 96.5% · Oracle unusable, Sustained low liquidity $2.4K Dec 4, 2025 $0 – 44.12K USDC
WHLP / USD₮0ListedHyperEVM · LLTV 77.0% $1.9K Sep 17, 2026 $2.9K – 2.05K USD₮0
PT-cUSD-23JUL2026 / USDCListedEthereum · LLTV 91.5% · Sustained low liquidity $1.8K Aug 20, 2026 $5.00 – 1.71 USDC
LBTC / dUSDNot listedKatana · LLTV 77.0% · Oracle unusable $1.0K Apr 30, 2026 $3.1K – 13.96K dUSD
weETH / dUSDNot listedKatana · LLTV 77.0% · Sustained low liquidity $715 Sep 3, 2026 $1.8K – 566.86 dUSD
srNUSD / USDCListedEthereum · LLTV 91.5% $633 Aug 27, 2026 $0 – 1.08K USDC
yETH / WETHNot listedEthereum · LLTV 91.5% $577 Mar 26, 2026 $761 – 5.44 WETH
PT-hbUSDT-18DEC2025 / USD₮0ListedHyperEVM · LLTV 86.0% · Sustained low liquidity $466 May 7, 2026 $0 – 24.39 USD₮0
PT-srUSDe-2APR2026 / USDCListedEthereum · LLTV 91.5% $107 Jul 23, 2026 $0 – 12.05 USDC
MaticX / USDCNot listedPolygon · LLTV 77.0% · Sustained low liquidity $91.00 Aug 6, 2026 $2.5K – 105.13 USDC
yUSD / vbUSDCNot listedKatana · LLTV 86.0% · Sustained low liquidity $61.00 Dec 4, 2025 $1.00 $284 22.88K vbUSDC
IMF / USDSNot listedEthereum · LLTV 77.0% · Unrecognized collateral $31.00 Sep 3, 2026 $0 $635K 44.25 USDS
UBTC / USD₮0Not listedHyperEVM · LLTV 86.0% $29.00 Sep 24, 2026 $1.4K – 14.61 USD₮0
JOE / USDSNot listedEthereum · LLTV 77.0% · Unrecognized collateral $11.00 Jul 2, 2026 $7.1K $44.6K 35.99 USDS
CULT / USDSNot listedEthereum · LLTV 77.0% · Unrecognized collateral $11.00 Jun 11, 2026 $54.00 $22.8K 33.33 USDS
REKT / USDSNot listedEthereum · LLTV 77.0% · Unrecognized collateral $11.00 Sep 3, 2026 $48.00 $1.37M 16.75 USDS
YZM / USDCNot listedMonad · LLTV 91.5% · Sustained low liquidity $7.00 Sep 3, 2026 $5.1K – 10.33 USDC
wsrUSD / AUSDListedEthereum · LLTV 91.5% $4.00 Jul 16, 2026 $2.00 – 5.73 AUSD
Mog / USDSNot listedEthereum · LLTV 62.5% · Unrecognized collateral $1.00 Jun 25, 2026 $0 $16.9K 7.62 USDS
sAMM-USDC/cUSDO / USDCNot listedBase · LLTV 86.0% · Custom, Sustained low liquidity $1.00 Jun 18, 2026 $0 $98.7K 5.89 USDC
PEPE / USDSNot listedEthereum · LLTV 77.0% $0 Aug 27, 2026 $881K $542K 0 USDS
LBTC / vbUSDTListedKatana · LLTV 86.0% · Sustained low liquidity $0 Sep 3, 2026 $111 – 0.300 vbUSDT
USDC / USDCNot listedEthereum · LLTV 98.0% · Custom, Sustained low liquidity $0 Jul 16, 2026 $18.00 $1.8K 0 USDC
CULT / USDSNot listedEthereum · LLTV 62.5% · Unrecognized collateral, Sustained low liquidity $0 May 14, 2026 $0 $5.3K 2.03 USDS

"Lent when stuck" is the market's size in the last week its rate still looked normal, from Morpho's weekly records. Small stuck markets with no collateral, no listing and no losses written off are left out.

Working markets with bad debt

These markets still work normally, but at some point a liquidation could not cover a loan. "Written off" losses have already been shared by that market's lenders; "open" bad debt has not been written off yet.

MarketWritten offStill openSupplied nowUtilization
WLD / USDCNot listedWorld Chain · LLTV 77.0% $43.4K – $1.51M 92.0%
wbCOIN / USDCNot listedBase · LLTV 86.0% $6.4K – $6.2K 53.8%
PT-apxUSD-18JUN2026 / USDCNot listedBase · LLTV 91.5% $4.4K – $30.7K 0.0%
weETH / WETHNot listedBase · LLTV 91.5% $1.8K $214 $2.5K 76.3%
weETH / USDCNot listedBase · LLTV 77.0% $935 – $7.2K 73.1%
uSUI / USDCNot listedBase · LLTV 77.0% $509 – $1.6K 0.0%
wrsETH / WETHNot listedBase · LLTV 94.5% $384 – $5.2K 93.3%
wstETH / USDTNot listedEthereum · LLTV 86.0% $17.00 – $10.0K 90.0%

What this means for depositors

If you deposit in a vault, you only share a loss if your vault lent into the market where it happened. Curators choose those markets, which is why the vault pages on this site show every market a vault lends to. Unlisted markets are ones the Morpho app doesn't show; anyone can create a market, so many of them were never meant for the public. Read Morpho's risks explained and how liquidations work. Recent liquidations are on the liquidations page.