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Morpho Watch

Moonwell Flagship USDC

A Morpho vault on Base that lends out USDC deposits, curated by Anthias Labs. Depositors earn 3.80% a year right now after a 15% performance fee.

Data from Morpho's API · updated

Net APY

3.80%

incl. 0.14% in rewards

30-day APY

3.86%

7-day 3.89%

Deposits

$4.10M

4.10M USDC

Withdrawable now

$4.10M

100% of deposits

Performance fee

15%

of the interest earned

Depositors

16,958

largest holds 38.9%

Open in the Morpho app ↗Earnings calculator

Moonwell Flagship USDC APY history

Net APY earned each day, measured from the vault's share price

Deposits over time

Where the money goes

The markets this vault lends to right now, largest first

MarketLentShareSupply APYUtilizationCap
WETH / USDCLLTV 86% $3.99M 97.4% 4.32% 89.7% $49.99M
wstETH / USDCLLTV 86% $107K 2.6% 4.30% 90.0% $30.00M
cbBTC / USDCLLTV 86% $399 <0.01% 4.31% 90.0% $99.99M
cbETH / USDCLLTV 86% $36.00 <0.01% 4.39% 90.1% $49.99M
Idle cashnot lent out $0 0.0% – – No limit

The curator decides which markets the vault may use and how much it may put in each (the cap). Allocators then move money between those markets within the caps. How vaults work.

What the loans are backed by

Share of this vault's lending by the collateral borrowers put up

WETH97.4%
wstETH2.6%
cbBTC0.0%
cbETH<0.01%
Other0.0%

Returns over time

Net APY actually earned over each period, from the share price

Last day3.78%
Last 7 days3.89%
Last 30 days3.86%
Last year4.21%
Since the vault started3.94%

Who controls this vault

CuratorAnthias Labs
Owner0x8b62…7d51
Guardian0xB9d4…AB38
Timelock4 dayswait before risky changes take effect
Allocators1addresses that move money between markets
CreatedJune 10, 2024

Timelocks give depositors time to leave before a change they dislike takes effect. Morpho risks explained.

Details

Deposit assetUSDCprice $0.9999
Vault versionMetaMorpho (V1)
APY before fees4.32%
RewardsWELL 0.14%
Public allocatorOnborrowers can pull liquidity between this vault's markets
Vault contract0xc125…A2Ca
USDC token0x8335…2913
NetworkBase

The curator's description: "The Moonwell Flagship USDC Morpho vault curated by Anthias Labs is intended to optimize risk-adjusted interest earned from blue-chip collateral markets."

Largest depositors

16,958 addresses hold shares in this vault

AddressDepositShare of vault
0xA643…e12b$1.59M38.9%
0x39be…705D$229K5.6%
0x5dB3…48D6$157K3.8%
0x92B8…04E3$128K3.1%
0xc1A7…bE4e$111K2.7%
0x6BC8…572d$107K2.6%
0x7757…97B6$103K2.5%
0x46b7…8961$88.7K2.2%
0xe168…fd2E$87.6K2.1%
0xC53A…Fe6D$72.2K1.8%

When a few addresses hold most of a vault, one large withdrawal can use up the liquidity that is free right now.

About Moonwell Flagship USDC

Moonwell Flagship USDC is a MetaMorpho vault (Morpho V1) on Base, created on June 10, 2024. It takes USDC deposits and lends them to borrowers in 4 Morpho markets. The curator, Anthias Labs, decides which markets it may use and how much can go into each.

It holds $4.10M (4.10M USDC) from 16,958 depositors and pays a net APY of 3.80% after its 15% performance fee. Over the last 30 days depositors actually earned 3.86% a year, and 4.21% over the last year. About 0.14% of today's rate comes from WELL rewards, which can stop at any time.

Its largest position is WETH / USDC at 97% of what it lends, followed by wstETH / USDC (3%) and cbBTC / USDC (<0.01%). Counting every market, its loans are backed mainly by WETH (97%), wstETH (3%) and cbBTC (0%). 100% of deposits could be withdrawn right now.

Risky changes, such as adding a market, wait behind a 4-day timelock, which gives depositors time to leave first. Morpho's app shows no warnings for this vault.

Moonwell Flagship USDC: quick answers

What is the APY of Moonwell Flagship USDC on Base?

Moonwell Flagship USDC pays 3.80% net APY right now, after its fees and including 0.14% of rewards. Measured from the growth of its share price, it paid 3.86% over the last 30 days. The rate changes every day with what its borrowers pay.

What does Moonwell Flagship USDC lend against?

It lends USDC through 4 Morpho markets. The biggest is WETH / USDC with 97% of its lending. Overall its loans are backed mainly by WETH (97%), wstETH (3%) and cbBTC (0%).

Can I withdraw from Moonwell Flagship USDC right now?

Yes: all of its $4.10M in deposits could be withdrawn immediately, because the markets it lends to have enough unborrowed USDC left. That can change quickly when borrowing picks up.

Who runs Moonwell Flagship USDC and what does it charge?

Anthias Labs curates it. It keeps 15% of the interest earned as a performance fee. The net APY shown is after these fees.

What are the risks of Moonwell Flagship USDC?

Like every Morpho vault, it can lose money if a borrower's collateral crashes faster than it can be liquidated, if a price oracle fails, or through a smart contract bug. Withdrawals can wait when its markets are fully borrowed. Changes to it wait behind a 4-day timelock. This is not advice.

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