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Morpho Watch

KPK USDC Yield RWAV2

A Morpho V2 vault on Ethereum that lends out USDC deposits, curated by KPK. Depositors earn 6.78% a year right now after a 0% performance fee.

Data from Morpho's API · updated

Net APY

6.78%

incl. 0.46% in rewards

30-day APY

6.07%

7-day 6.16%

Deposits

$830K

830.33K USDC

Withdrawable now

$350K

42% of deposits

Performance fee

0%

of the interest earned

Depositors

13

largest holds 60.6%

Open in the Morpho app ↗Earnings calculator

KPK USDC Yield RWA 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
AA_FalconXUSDC / USDCLLTV 77% $350K 42.2% 6.58% 90.4% –
PT-USD3-17DEC2026 / USDCLLTV 86% $175K 21.0% 5.94% 88.3% –
USD3 / USDCLLTV 91.5% $175K 21.0% 5.87% 88.9% –
mF-ONE / USDCLLTV 91.5% $131K 15.8% 6.73% 90.4% –
wFalconX / USDCLLTV 91.5% $201 0.0% 4.95% 89.4% –

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

AA_FalconXUSDC42.2%
PT-USD3-17DEC202621.0%
USD321.0%
mF-ONE15.8%
wFalconX0.0%

Returns over time

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

Last day6.69%
Last 7 days6.16%
Last 30 days6.07%
Since the vault started7.17%

Who controls this vault

CuratorKPK
Owner0x8b88…A5375-of-8 multisig
Timelock to raise a cap3 dayswait before more can go into a market
Timelock to add an adapter3 dayswait before a new kind of investment
Timelock to raise fees14 days
Allocators4addresses that move money between markets
Sentinels1can pull money back or cut caps in an emergency
CreatedJuly 27, 2026

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

Details

Deposit assetUSDCprice $0.9999
Vault versionMorpho Vault V2
APY before fees6.32%
RewardsUSDC 0.46%
Vault contract0x7a72…DDa1
USDC token0xA0b8…eB48
NetworkEthereum

The curator's description: "A USDC vault with 24h automation lending against KPK-vetted real-world assets. Allocations are continuously rebalanced across RWA markets with strict caps to preserve liquidity and mitigate risk."

Largest depositors

13 addresses hold shares in this vault

AddressDepositShare of vault
0xE075…C373$503K60.6%
0x661e…aa87$150K18.1%
0x15d8…cCba$104K12.5%
0xe982…0289$46.6K5.6%
0x6726…cc15$15.6K1.9%
0x4695…60b0$5.3K0.6%
0x018d…0Ce4$5.1K0.6%
0xca4a…E147$19.00<0.01%
0x0295…752D$13.00<0.01%
0xbF4f…d951$10.00<0.01%

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

About KPK USDC Yield RWA

KPK USDC Yield RWA is a Morpho V2 vault on Ethereum, created on July 27, 2026. It takes USDC deposits and lends them to borrowers in 5 Morpho markets. The curator, KPK, decides which markets it may use and how much can go into each.

It holds $830K (830.33K USDC) from 13 depositors and pays a net APY of 6.78% after its 0% performance fee. Over the last 30 days depositors actually earned 6.07% a year. About 0.46% of today's rate comes from USDC rewards, which can stop at any time.

Its largest position is AA_FalconXUSDC / USDC at 42% of what it lends, followed by PT-USD3-17DEC2026 / USDC (21%) and USD3 / USDC (21%). Counting every market, its loans are backed mainly by AA_FalconXUSDC (42%), PT-USD3-17DEC2026 (21%) and USD3 (21%). 42% of deposits could be withdrawn right now.

Risky changes, such as adding a market, wait behind a 3-day timelock on raising caps, which gives depositors time to leave first. The owner is a 5-of-8 multisig wallet. Morpho's app shows no warnings for this vault.

KPK USDC Yield RWA: quick answers

What is the APY of KPK USDC Yield RWA on Ethereum?

KPK USDC Yield RWA pays 6.78% net APY right now, after its fees and including 0.46% of rewards. Measured from the growth of its share price, it paid 6.07% over the last 30 days. The rate changes every day with what its borrowers pay.

What does KPK USDC Yield RWA lend against?

It lends USDC through 5 Morpho markets. The biggest is AA_FalconXUSDC / USDC with 42% of its lending. Overall its loans are backed mainly by AA_FalconXUSDC (42%), PT-USD3-17DEC2026 (21%) and USD3 (21%).

Can I withdraw from KPK USDC Yield RWA right now?

About $350K of its $830K in deposits (42%) could be withdrawn immediately. The rest is lent out and frees up as borrowers repay or as higher rates bring in new lenders.

Who runs KPK USDC Yield RWA and what does it charge?

KPK curates it. It keeps 0% of the interest earned as a performance fee. The net APY shown is after these fees.

What are the risks of KPK USDC Yield RWA?

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 3-day timelock on raising caps. This is not advice.

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