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Monad

Monad L1
Live since NOV 2025
#3 of 4 lending protocols
Active Loans
$121.74M
30d +17.1%
Borrow Interest
$6.69M
annualized
Net Interest Margin
65 bps
weighted spread
Utilization
41.4%
loans ÷ deposits
Active Loans 30d Δ
+17.1%
vs 30 days ago
TVL
$180.09M
share 19.9%

Active Loans & Share of Monad Lending TVL

Morpho's active loans on Monad grew from $1.82K to $123.05M. Morpho's share of Monad lending TVL (DefiLlama, lending + CDP) crossed 50% in Nov 2025 and reached 19.6% by Sep 2026.

Lending TVL on Monad. Top 5 Protocols

Top 5 lending protocols on Monad by TVL. Morpho overtook Aave V3 in Jul 2026 and now leads by 0.6x. 7-day moving average.

Aave V3
Euler V2
Morpho
Curvance
Reservoir Protocol

Top Markets on Monad

MarketTotal SupplyActive LoansUtilizationSupply APYBorrow APYBorrow Interest
wstETH / WETH95% LLTV$46.51M$41.97M90.2%1.66%1.84%$772.28K
aHYPER / USDC77% LLTV$38.99M$34.96M89.7%8.27%9.27%$3.24M
PT-USDat-14JAN2027 / USDC92% LLTV$11.63M$10.47M90.1%4.92%5.47%$573.01K
PT-AUSD-8OCT2026 / mUSD92% LLTV$9.3M$8.65M93.0%7.14%7.70%$665.79K
PT-AUSD-8OCT2026 / USDC92% LLTV$7.9M$6.83M86.5%3.64%4.23%$288.54K
PT-earnAUSD-8OCT2026 / USDC92% LLTV$6.61M$5.99M90.6%7.26%8.04%$481.46K
mHyperBTC / cbBTC77% LLTV$3.8M$3.42M90.0%2.40%2.67%$91.36K
aHyperBTC / cbBTC77% LLTV$3.39M$1.69M49.9%0.16%0.32%$5.44K
cbBTC / USDC77% LLTV$2.36M$2.29M97.0%7.09%7.31%$167.53K
naccUSDC / AUSD86% LLTV$1.58M$1.37M86.6%6.69%7.76%$106.37K

Top Vaults on Monad

NameCuratorAssetTVLNet APYFeeCurator Fees 30d30d Δ TVL
Grove x Steakhouse High Yield AUSDSteakhouse FinancialAUSD$256.17K3.00%0.0%$0-$81.24K
Steakhouse High Yield AUSDSteakhouse FinancialAUSD$13.16K2.89%10.0%$1.08+$72.43
Steakhouse High Yield USDCSteakhouse FinancialUSDC$11.96K4.07%10.0%$4.26+$47.82
Steakhouse High Yield USDT0Steakhouse FinancialUSDT0$2.59K12.28%10.0%$2.93+$46.42
Steakhouse High Yield USD1Steakhouse FinancialUSD1$691.40.00%10.0%$0-$0.14
Steakhouse Prime ETHSteakhouse FinancialWETH$290.162.96%10.0%$0.04+$65.99
Pocky's High Yield AUSD - Personal VaultunattributedAUSD$101.393.08%0.0%$0+$0.29
Hyperithm USDC ApexHyperithmUSDC$23.260.00%10.0%$0+$0.01
Unified Labs RWA USDCunattributedUSDC$5.750.18%10.0%$0+$0
Kedao USDT0 VaultunattributedUSDT0$2.023.35%0.0%$0+$0

Curator Presence on Monad

CuratorVaults HereTVL on ChainCurator Fees (Ann.)Weighted Net APYGlobal TVL
Steakhouse Financial10$284.87K$100.963.12%$520.58M
Hyperithm3$24.54$00.14%$2.57M
August Digital2$1.25$04.70%$674.56K

Loan Asset Mix. What Morpho Lends on Monad

  • Stablecoins· top USDC
    $83.8M60.9%
  • ETH· top WETH
    $46.5M33.8%
  • BTC-pegged· top cbBTC
    $7.2M5.2%
  • Other· top WMON
    $00.0%

Stablecoins make up 60.9% of Morpho supply on this chain. Top stable: USDC ($71.6M).

Collateral Mix. What Backs Loans on Monad

  • Other· top aHYPER
    $52M33.1%
  • LSTs· top wstETH
    $46.6M29.7%
  • Stablecoins· top PT-AUSD-8OCT2026
    $42.8M27.2%
  • BTC-pegged· top aHyperBTC
    $15.5M9.9%
  • ETH· top WETH
    $77.9K0.0%

Stablecoins make up 27.2% of Morpho supply on this chain. Top stable: PT-AUSD-8OCT2026 ($17.8M).

Interest Flow Attribution

Annualized borrow interest paid by borrowers on Monad: $6.69M

100%
  • To Lenders · via vaults$13.88K 0%
  • To Lenders · direct supply$6.68M 100%
  • To Curators$100.96 0%
  • To Morpho DAO (fee switch off)$0 0%

Lender yield = borrow interest − curator fees − protocol fees · vault/direct split by vault supply share (0.2%)

Supply Rates vs Competitors on Monad

Morpho supply APY against the best competing venue, per asset.

No assets with both a Morpho market and a competitor market on this chain

As of 2026-09-07 · loan-book metrics from Morpho market/vault state