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Morpho Watch

Wintermute Confidential WBTCV2

A Morpho V2 vault on Ethereum that lends out WBTC deposits, curated by Armitage by Wintermute. Depositors earn 5.00% a year right now after a 0% performance fee and a 0.4% yearly management fee.

Data from Morpho's API · updated

Net APY

5.00%

incl. 3.12% in rewards

30-day APY

0.92%

7-day 1.31%

Deposits

$602K

7.18 WBTC

Withdrawable now

$74.2K

12% of deposits

Performance fee

0%

plus 0.4% a year

Depositors

7

largest holds 64.3%

Open in the Morpho app ↗Earnings calculator

Wintermute Confidential WBTC 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
v-wmtWBTC / WBTCLLTV 86% $279K 46.2% 2.74% 90.4% –
armUSDCp / WBTCLLTV 77% $159K 26.3% 2.50% 90.0% –
wstETH / WBTCLLTV 86% $74.3K 12.3% 0.00% <0.01% –
armUSDTp / WBTCLLTV 77% $70.2K 11.6% 2.89% 91.8% –
LBTC / WBTCLLTV 86% $21.0K 3.5% 0.00% <0.01% –

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

v-wmtWBTC46.2%
armUSDCp26.3%
wstETH12.3%
armUSDTp11.6%
LBTC3.5%

Returns over time

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

Last day5.00%
Last 7 days1.31%
Last 30 days0.92%
Since the vault started3.11%

Who controls this vault

CuratorArmitage by Wintermute
Owner0xB83A…9E5e4-of-6 multisig
Timelock to raise a cap3 dayswait before more can go into a market
Timelock to add an adapter7 dayswait before a new kind of investment
Timelock to raise feesNone
Allocators3addresses that move money between markets
Sentinels1can pull money back or cut caps in an emergency
CreatedSeptember 8, 2026

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

Details

Deposit assetWBTCprice $83.9K
Vault versionMorpho Vault V2
APY before fees2.29%
RewardsZAMA 3.12%
Vault contract0x3d5E…be91
WBTC token0x2260…C599
NetworkEthereum

The curator's description: "Confidential WBTC vault is created by Armitage unlocking the yield for WBTC by allocating it to select markets. Users can deposit Confidential WBTC cWBTC in batches via the Zama app at app.zama.org."

Largest depositors

7 addresses hold shares in this vault

AddressDepositShare of vault
0x2dC6…2255$387K64.3%
0xF921…6B6f$211K35.1%
0xCc18…8B21$4.7K0.8%
0x0000…dEaD$8410.1%
0x1B9a…0d14$24.00<0.01%
0xB917…84a8$1.00<0.01%
0xAC82…604D$00.0%

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

About Wintermute Confidential WBTC

Wintermute Confidential WBTC is a Morpho V2 vault on Ethereum, created on September 8, 2026. It takes WBTC deposits and lends them to borrowers in 5 Morpho markets. The curator, Armitage by Wintermute, decides which markets it may use and how much can go into each.

It holds $602K (7.18 WBTC) from 7 depositors and pays a net APY of 5.00% after its 0% performance fee and 0.4% yearly management fee. Over the last 30 days depositors actually earned 0.92% a year. About 3.12% of today's rate comes from ZAMA rewards, which can stop at any time.

Its largest position is v-wmtWBTC / WBTC at 46% of what it lends, followed by armUSDCp / WBTC (26%) and wstETH / WBTC (12%). Counting every market, its loans are backed mainly by v-wmtWBTC (46%), armUSDCp (26%) and wstETH (12%). 12% 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 4-of-6 multisig wallet. Morpho's app shows no warnings for this vault.

Wintermute Confidential WBTC: quick answers

What is the APY of Wintermute Confidential WBTC on Ethereum?

Wintermute Confidential WBTC pays 5.00% net APY right now, after its fees and including 3.12% of rewards. Measured from the growth of its share price, it paid 0.92% over the last 30 days. The rate changes every day with what its borrowers pay.

What does Wintermute Confidential WBTC lend against?

It lends WBTC through 5 Morpho markets. The biggest is v-wmtWBTC / WBTC with 46% of its lending. Overall its loans are backed mainly by v-wmtWBTC (46%), armUSDCp (26%) and wstETH (12%).

Can I withdraw from Wintermute Confidential WBTC right now?

About $74.2K of its $602K in deposits (12%) 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 Wintermute Confidential WBTC and what does it charge?

Armitage by Wintermute curates it. It keeps 0% of the interest earned as a performance fee and charges 0.4% a year as a management fee. The net APY shown is after these fees.

What are the risks of Wintermute Confidential WBTC?

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.

Other WBTC vaults

The same deposit asset, other curators and networks

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Vault Bridge WBTCGauntlet · Ethereum · $15.41M $15.41M183.71 WBTC 0.00% 0.00% 5% $15.41M
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