AI-powered DeFi treasury copilot on Arbitrum that routes supported assets through ERC-4626 vaults and explains yield, liquidity, and withdrawal decisions.




Kabon is a policy-driven DeFi treasury copilot built on Arbitrum. Users deposit supported assets into an ERC-4626 vault, receive vault shares, and get guided, AI-powered insights to evaluate allocation opportunities, understand decisions, and withdraw with clear liquidity expectations.
As investing expands beyond stocks and bonds into RWAs, private markets, and alternative assets, the biggest problem is not access. It is fragmentation and lack of clarity. Kabon fixes that by turning scattered opportunities into intelligent, actionable portfolio decisions.
Kabon is Arbitrum-first today, with Robinhood Chain testnet support for future tokenized asset and RWA workflows.
Kabon is built around one vault per supported asset:
Users deposit a supported asset into a vault.
The vault mints ERC-4626 shares to represent the user’s position.
Approved vault operators can allocate idle liquidity into whitelisted strategy adapters.
Users withdraw by redeeming shares for underlying assets.
If idle liquidity is insufficient, the vault recalls liquidity from strategies through a configured withdrawal queue.
This keeps execution vault-mediated rather than requiring users to enter and exit each protocol individually. Kabon recommends and explains compliant allocation routes, while approved vault flows and whitelisted adapters handle protocol-specific execution.
Kabon uses AI as a treasury copilot rather than an autonomous custodian. The AI layer helps users evaluate vault allocation routes by combining live protocol data, user portfolio context, risk preferences, liquidity conditions, and vault policy constraints.
The AI experience is designed to:
explain why a route is recommended
compare opportunities across APY, liquidity, risk, and chain support
surface warnings before allocation
translate vault and strategy mechanics into user-readable guidance
keep execution constrained to supported assets, configured vaults, and whitelisted strategy adapters
AI recommendations are advisory. They do not bypass vault controls, independently move user funds, or execute outside the approved contract and adapter model.
A live ERC-4626 vault deployment on Arbitrum Sepolia, a USDC Aave V3 strategy adapter, a Next.js frontend for deposits and opportunity analysis, and a The Graph subgraph for vault activity indexing.
Vault proxy: 0x23d80c8c231d7bf671ac54cd5854728535063254
Vault implementation: 0x219ccc99ab55c001f9c48cec3740d6a64518bd72
Aave V3 strategy adapter for USDC: 0xC9d2E20859020375c8C7517464A2Ee890Ff0864F
Aave V3 Pool: 0xBfC91D59fdAA134A4ED45f7B584cAf96D7792Eff
Aave V3 USDC aToken: 0x460b97BD498E1157530AEb3086301d5225b91216
Explorer links:
Vault proxy: https://sepolia.arbiscan.io/address/0x23d80c8c231d7bf671ac54cd5854728535063254
Vault implementation: https://sepolia.arbiscan.io/address/0x219ccc99ab55c001f9c48cec3740d6a64518bd72
Aave strategy adapter: https://sepolia.arbiscan.io/address/0xC9d2E20859020375c8C7517464A2Ee890Ff0864F
Whitelist transaction: https://sepolia.arbiscan.io/tx/0xbdb850cd11f45772e672f410862b444631f5e787d8e750220eaa776d9f92f2ba
arbs-london/
contracts/ Hardhat 3 smart contracts, proxy deployment modules, scripts, and tests
web/ Next.js frontend, wallet integration, and app-facing API routes
indexers/ The Graph subgraph for vault event indexing
contracts: vault contracts, deployment scripts, and test coverage
web: product interface, wallet flows, recommendations, and market data routes
indexers: subgraph for historical and real-time vault activity
The frontend workspace includes:
wallet-aware dashboard and deposit experience
Reown AppKit wallet integration
Arbitrum protocol and opportunity data
recommendation engine with allocation rationale and risk framing
Robinhood Chain testnet wallet support
tokenized-equity pricing and chart history via Polygon / Massive when configured
protocol explorer, activity, and withdrawal surfaces
The indexer workspace contains a The Graph subgraph for vault activity:
tracks Deposit, Withdraw, StrategyAllocated, StrategyRecalled, StrategyWhitelisted, and WithdrawalQueueUpdated events
provides a GraphQL API for historical and real-time vault activity
supports frontend activity history and analytics
Live endpoints:
Query URL: https://api.studio.thegraph.com/query/1749198/kabon-vault/v0.0.1
Studio URL: https://thegraph.com/studio/subgraph/kabon-vault
The contracts workspace includes:
upgradeable ERC-4626 vault architecture
owner-managed strategy whitelisting and withdrawal queue controls
proxy deployment through Hardhat Ignition and OpenZeppelin transparent proxies
reentrancy protections on vault entrypoints and strategy callbacks
protections against fee-on-transfer assets and adapter misreporting
tests covering deposits, withdrawals, upgrades, strategy accounting, unwind behavior, and administrative controls
The vault layer includes protections for several common failure modes:
initializer locking for the upgradeable implementation
non-reentrant deposit, mint, withdraw, redeem, deploy, recall, and sync flows
rejection of short-receipt asset transfers during deposits and strategy deployment
rejection of adapters that misreport recalled or deployed asset amounts
two-step ownership transfers
disabled ownership renounce to avoid orphaning vault controls
pause requirement before syncing a realized strategy loss into vault accounting
Strategy adapters remain part of the trust boundary and should be reviewed independently before production use.
Open to exploring fundraising opportunities