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Morpho Watch

Felix USDC

A Morpho vault on HyperEVM that lends out USDC deposits, curated by Felix. Depositors earn 3.77% a year right now after a 10% performance fee.

Data from Morpho's API · updated

Net APY

3.77%

after fees, paid to depositors

30-day APY

5.28%

7-day 4.14%

Deposits

$4.29M

4.29M USDC

Withdrawable now

$3.28M

76% of deposits

Performance fee

10%

of the interest earned

Depositors

690

largest holds 59.0%

Open in the Morpho app ↗Earnings calculator

Felix 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
kHYPE / USDCLLTV 62.5% $3.39M 79.0% 4.20% 76.7% $59.99M
kHYPE / USDCLLTV 77% $771K 18.0% 4.23% 77.3% $5.00M
wstHYPE / USDCLLTV 77% $113K 2.6% 4.48% 90.3% $1000K
PT-kHYPE-19MAR2026 / USDCLLTV 62.5% $8.6K 0.2% 0.05% 63.5% $2.00M
WHYPE / USDCLLTV 62.5% $5.0K 0.1% 4.15% 75.8% $20.00M
PT-kHYPE-24SEP2026 / USDCLLTV 77% $3.6K 0.1% 1.05% 32.5% $1000K
WHYPE / USDCLLTV 77% $1.9K 0.0% 4.23% 77.4% $2.00M
Idle cashnot lent out $0 0.0% – – No limit
UBTC / USDCLLTV 77% $0 0.0% 4.22% 77.4% $12.00M

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

kHYPE96.9%
wstHYPE2.6%
PT-kHYPE-19MAR20260.2%
WHYPE0.2%
PT-kHYPE-24SEP20260.1%
Other0.0%
UBTC0.0%

Returns over time

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

Last day3.84%
Last 7 days4.14%
Last 30 days5.28%
Last year6.26%
Since the vault started6.17%

Who controls this vault

CuratorFelix
Owner0x4A82…0B3A4-of-6 multisig
GuardianNone
Timelock3 dayswait before risky changes take effect
Allocators1addresses that move money between markets
Pending changes4SetCap from December 20, 2025; SetCap from December 20, 2025; SetCap from December 20, 2025
CreatedSeptember 12, 2025

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 fees4.20%
Public allocatorOnborrowers can pull liquidity between this vault's markets
Vault contract0x8A86…Ea27
USDC token0xb883…630f
NetworkHyperEVM

The curator's description: "The Felix USDC vault supplies USDC to mature high liquidity Morpho Blue markets where loans are backed by liquid blue-chip collateral per-market caps and allocations are curator-managed to prioritize predictable risk-adjusted stablecoin yield."

Largest depositors

690 addresses hold shares in this vault

AddressDepositShare of vault
0x5FF3…bd74$2.53M59.0%
0x21b2…0205$330K7.7%
0xaf87…af7D$299K7.0%
0xE785…0e60$105K2.4%
0xAc38…2574$102K2.4%
0xcA20…5178$101K2.4%
0x2e32…3B24$101K2.3%
0x1c9E…1017$75.4K1.8%
0x2786…6476$46.2K1.1%
0x40B4…3116$35.8K0.8%

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

About Felix USDC

Felix USDC is a MetaMorpho vault (Morpho V1) on HyperEVM, created on September 12, 2025. It takes USDC deposits and lends them to borrowers in 7 Morpho markets. The curator, Felix, decides which markets it may use and how much can go into each.

It holds $4.29M (4.29M USDC) from 690 depositors and pays a net APY of 3.77% after its 10% performance fee. Over the last 30 days depositors actually earned 5.28% a year, and 6.26% over the last year.

Its largest position is kHYPE / USDC at 79% of what it lends, followed by kHYPE / USDC (18%) and wstHYPE / USDC (3%). Counting every market, its loans are backed mainly by kHYPE (97%), wstHYPE (3%) and PT-kHYPE-19MAR2026 (0%). 76% of deposits could be withdrawn right now.

Risky changes, such as adding a market, wait behind a 3-day timelock, 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.

Felix USDC: quick answers

What is the APY of Felix USDC on HyperEVM?

Felix USDC pays 3.77% net APY right now, after its fees. Measured from the growth of its share price, it paid 5.28% over the last 30 days. The rate changes every day with what its borrowers pay.

What does Felix USDC lend against?

It lends USDC through 7 Morpho markets. The biggest is kHYPE / USDC with 79% of its lending. Overall its loans are backed mainly by kHYPE (97%), wstHYPE (3%) and PT-kHYPE-19MAR2026 (0%).

Can I withdraw from Felix USDC right now?

About $3.28M of its $4.29M in deposits (76%) 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 Felix USDC and what does it charge?

Felix curates it. It keeps 10% of the interest earned as a performance fee. The net APY shown is after these fees.

What are the risks of Felix 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 3-day timelock. 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
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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