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Morpho Watch

Wintermute USDC PrimeV2

A Morpho V2 vault on Ethereum that lends out USDC deposits, curated by Armitage by Wintermute. Depositors earn 4.54% a year right now after a 0% performance fee.

Data from Morpho's API · updated

Net APY

4.54%

after fees, paid to depositors

30-day APY

4.31%

7-day 4.39%

Deposits

$14.65M

14.66M USDC

Withdrawable now

$8.82M

60% of deposits

Performance fee

0%

of the interest earned

Depositors

33

largest holds 82.0%

Open in the Morpho app ↗Earnings calculator

Wintermute USDC Prime 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
cbBTC / USDCLLTV 86% $8.82M 60.2% 4.50% 90.2% –
WBTC / USDCLLTV 86% $5.01M 34.2% 4.54% 90.2% –
wstETH / USDCLLTV 86% $830K 5.7% 4.50% 90.2% –

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

cbBTC60.2%
WBTC34.2%
wstETH5.7%

Returns over time

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

Last day4.55%
Last 7 days4.39%
Last 30 days4.31%
Since the vault started140.79%

Who controls this vault

CuratorArmitage by Wintermute
Owner0xB83A…9E5e4-of-6 multisig
Timelock to raise a cap7 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
CreatedApril 22, 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 fees4.54%
Vault contract0x5dc5…FF2B
USDC token0xA0b8…eB48
NetworkEthereum

The curator's description: "Armitage Prime vaults target conservative profiles by prioritising capital preservation through exclusively blue-chip collateral with deep liquidity and well-understood risk parameters."

Largest depositors

33 addresses hold shares in this vault

AddressDepositShare of vault
0x01fB…C384$12.02M82.0%
0xF1a6…cb91$1.32M9.0%
0x4380…9E06$555K3.8%
0xe173…c617$275K1.9%
0xBBBB…FFCb$234K1.6%
0x1Ff1…37Ac$101K0.7%
0x00CA…00CA$83.4K0.6%
0x49b3…4c86$15.5K0.1%
0x7F25…1865$11.4K0.1%
0x5c0c…6036$10.1K0.1%

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

About Wintermute USDC Prime

Wintermute USDC Prime is a Morpho V2 vault on Ethereum, created on April 22, 2026. It takes USDC deposits and lends them to borrowers in 3 Morpho markets. The curator, Armitage by Wintermute, decides which markets it may use and how much can go into each.

It holds $14.65M (14.66M USDC) from 33 depositors and pays a net APY of 4.54% after its 0% performance fee. Over the last 30 days depositors actually earned 4.31% a year.

Its largest position is cbBTC / USDC at 60% of what it lends, followed by WBTC / USDC (34%) and wstETH / USDC (6%). Counting every market, its loans are backed mainly by cbBTC (60%), WBTC (34%) and wstETH (6%). 60% of deposits could be withdrawn right now.

Risky changes, such as adding a market, wait behind a 7-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 USDC Prime: quick answers

What is the APY of Wintermute USDC Prime on Ethereum?

Wintermute USDC Prime pays 4.54% net APY right now, after its fees. Measured from the growth of its share price, it paid 4.31% over the last 30 days. The rate changes every day with what its borrowers pay.

What does Wintermute USDC Prime lend against?

It lends USDC through 3 Morpho markets. The biggest is cbBTC / USDC with 60% of its lending. Overall its loans are backed mainly by cbBTC (60%), WBTC (34%) and wstETH (6%).

Can I withdraw from Wintermute USDC Prime right now?

About $8.82M of its $14.65M in deposits (60%) 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 USDC Prime and what does it charge?

Armitage by Wintermute 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 Wintermute USDC Prime?

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

Other USDC vaults

The same deposit asset, other curators and networks

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Vault Deposits Net APY 30-day APY Fee Withdrawable
Steakhouse Prime USDCV2Steakhouse Financial · Base · $444.1M $444.1M444.10M USDC 4.31% 4.35% 0% $164.7M
Steakhouse High Yield USDC EditionV2Steakhouse Financial · Base · $442.2M $442.2M442.23M USDC 2.85% 2.87% 25% $39.69M
Gauntlet USDC PrimeGauntlet · Base · $415.1M $415.1M415.14M USDC 4.31% 4.35% 0% $177.0M
Spark USDC VaultSparkDAO · Base · $307.1M $307.1M307.08M USDC 3.87% 3.91% 10% $164.7M
Gauntlet USDC PrimeV2Gauntlet · Base · $178.8M $178.8M178.87M USDC 4.31% 4.35% 0% $164.7M
Steakhouse USDCSteakhouse Financial · Base · $126.7M $126.7M126.67M USDC 3.22% 3.25% 25% $126.6M
Steakhouse Prime USDCV2Steakhouse Financial · Ethereum · $123.3M $123.3M123.30M USDC 4.51% 4.31% 0% $33.10M
Gauntlet USDC PrimeV2Gauntlet · Ethereum · $99.19M $99.19M99.20M USDC 4.51% 4.31% 0% $33.10M