TAU Labs

Risk Management, Mechanism Design & Tokenomics Lab. Curating vault strategies across DeFi.

[TAU Labs @628Labs]

$0.1B

11 months
11 vaults
11 positive autism tests later

TAU Vaults reach $100m TVL 🎉

[TAU Labs @628Labs]

@ipor_io @base 🧡💙💜

[Fusion (by IPOR) @ipor_io]

Tokenized stock strategies built on IPOR Fusion are now listed at:

→ https://t.co/s0VBELM78S

Across public and private Fusion vaults, 16.7k+ Coinbase tokenized stock units ($4.5M+) are held today, led by carry trades from TAU Labs (@628Labs).

Build on @base with IPOR Fusion.

[TAU Labs @628Labs]

@wolfgangg37 @ipor_io @base @brian_armstrong Conservative. Focus is to have these strats be consistent.

[TAU Labs @628Labs]

@Base_EUR @base @ipor_io 💙🧡

[TAU Labs @628Labs]

TAU Labs is the largest demand-side curator for tokenized stock strategies across the entire @base network.

The vaults we operate through IPOR Fusion (@ipor_io) Fusion represent about 57% of all carry trade strategy deposits.

Keep an eye out for a serious upgrade to the way users hold stocks 👀

[Fusion (by IPOR) @ipor_io]

45% growth in 7 days for tokenized stocks in IPOR Fusion vaults on @base.

5,200+ new Coinbase stock units, 16.7k+ in total ($4.5M+). Mostly GOOGLc, METAc and NVDAc.

Led by tokenized stock carry trades operated by Tau Labs (@628Labs), an emerging way to hold stocks onchain, with price exposure plus a growing number of stock units.

IPOR Fusion vault infrastructure can power Earn on Stocks programs or private deployments for regulated entities, within a controlled, mandate-bound environment set to each specification.

Operators building carry trade or other strategies with Coinbase tokenized stocks can get started below 👇

Build IPOR Fusion vaults with your agent:
https://t.co/oRx2cOiwaF
Hosted MCP server:
https://t.co/utj4PsnJZD
Python SDK:
https://t.co/xR45CDpIYc
Fusion Vault Launchpad:
https://t.co/Itdhhg36t7

Some of the most popular tokenized equities to build with on Base:

NVDAc
0xb20000000000000000000078ee7ce2fE4908108C
METAc
0xb2000000000000000000008bC8786B856E61707C
GOOGLc
0xb2000000000000000000002D0BA3164cc74f58B7

@HorinekPM of @base shared in detail how these strategies are executed onchain in the video below.

[TAU Labs @628Labs]

Find all TAU operated vaults on IPOR Fusion - https://t.co/cGqEM1WnHI

[Paige Horinek @HorinekPM]

Now you can see all the tokenized equity strategies, including carry trades and stablecoin lending optimizers, in one place

https://t.co/0IbO6poL2b

[TAU Labs @628Labs]

@HorinekPM @base @dorreguinho @DarrenCamas @Dialectic_Group @makinafi @superformxyz @wycf_show *aggressively taking notes* 👀

[Paige Horinek @HorinekPM]

Carry bag holding a carry trade

Had a lot of fun filming this episode. Pull apart the stock collateral, borrowed USDC, and the loans generating income

https://t.co/4UeTVYfDjb

[sealaunch intelligence @sealaunch_]

Vaults that offer carry trades are a big growth driver, supplying ~$5M of the stock collateral (~35%) and ~$3M of the USDC borrows (~43%).

The largest are the @ipor_io Fusion vaults curated by @628Labs followed by @Dialectic_Group vaults on Makina and @superformxyz SuperVaults.

[TAU Labs @628Labs]

We’re tracking the reported Binance hot wallet exploit closely.

TAU vaults have no direct exposure to the incident.

A few markets that our lending optimizers allocate to are seeing higher rates as other curators reallocate capital. This reflects shifting liquidity, not a fundamental risk to TAU depositors.

We’ll keep watching how things develop and post updates as needed.

[TAU Labs @628Labs]

Our $GOOG vault on @ipor_io performed as expected during earnings. The new LTV target was dropped from it's 65.45% to 45% in order to account for the volatility and will gradually get back up to it's new target.

Debt was cut from $45.1k->$22.7k.

This is why we are tokenizing stocks with @base.

[Watcher.Guru @WatcherGuru]

JUST IN: Google $GOOGL crashes over 7% after reporting $127.58 billion in revenue for Q3 2026, missing expectations.

[TAU Labs @628Labs]

And the yield is still going strong 💪

[Jordi in Cryptoland @lordjorx]

Ethena just announced a strategy targeting 12% yield.

This strategy have already been running in DeFi for months. @628Labs launched it on @ipor_io in late February.

Since February 27, its share price has increased from 1 to 1.0391, representing:

→ 3.91% cumulative return
→ ~5.9% annualized yield

But it hasn't been a smooth ride. During April's Aave liquidity disruption, its share price dropped from 1.0211 to 1.0062, a 1.46% drawdown.

It took approximately two months to recover. Without that loss, cumulative returns could have been around 5.4%.

These strategies can generate attractive yields, but liquidity shocks and execution risks are very real.

[TAU Labs @628Labs]

@BaseHubHB @feeldotcash More of everything please 🧡💙

[Base Hub 🛡️ @BaseHubHB]

Base Tokenized Stocks Landscape

52+ projects are building on tokenized stocks on Base.

Trading, lending, yield and agents use stock tokens, and liquidity is deepening every week.

Issuance & Access

@feeldotcash - Launches stock-paired memecoins and distributes tokenized-stock rewards.

@Stockify_fi - Tracks B20 stocks, supply, volume, lending, and holders across Base.

@roqqupay - Offers tokenized-stock investing through its payments app.

@baibai_cx - Runs a PropAMM and aggregator for stock trading on Base.

@lucamoneyapp - Brings tokenized US stocks to Spanish-speaking investors.

@deficom - Adds tokenized stocks to a self-custodial everyday account.

@squidrouter - Routes stocks and other assets across chains.

@Tribeca_xyz - Runs a 24/7 exchange on Base for tokenized assets.

@bstocksfinance - Lets users trade Coinbase tokenized stocks around the clock.

@glider__ - Automates onchain stock portfolios and rebalancing.

Lending & Credit

@aave - Supports lending against tokenized-stock collateral.

@Morpho - Provides lending markets for Coinbase tokenized stocks.

@eulerfinance - Offers modular lending markets for tokenized assets.

@Based_Loans - Lets users borrow USDC against tokenized-stock collateral for fixed terms.

@ipor_io - Provides vault infrastructure for tokenized-stock yield.

@628Labs - Curates risk and vault strategies across DeFi.

@jumperapp - Surfaces tokenized-stock vaults and lending opportunities.

@spectra_finance - Adds fixed-term yield markets on top of stock vaults.

@verantaxyz - Offers leverage markets for equities and other RWAs.

@2FactorFinance - Uses Kelly-optimized leverage for long-term stock positions.

Trading & Liquidity

@aeroxyz - Provides deep liquidity for Base tokenized-stock pairs.

@o1_exchange - Trades tokenized stocks through spot markets and liquidity pools.

@HydrexFi - Adds correlated tokenized-stock pairs and liquidity markets.

@Stonks_Exchange - Uses tokenized stocks as quote assets for memecoin launches.

@0xProject - Aggregates tokenized-stock swaps across Base liquidity.

@CoWSwap - Routes tokenized-stock orders through MEV-protected batch auctions.

@1inch - Finds routes for stock-token swaps across Base DEXs.

@RIFTHQ - Provides onchain execution infrastructure for stock markets.

@truemarketsco - Runs orderbook markets for tokenized equities.

@revertfinance - Provides analytics and automation for stock-token LPs.

Memestocks & Launchpads

@BaseStonk - Launches tokens paired with crypto, tokenized stocks, and RWAs.

@InstinctsMRKT - Combines stocks, perps, and token trading.

@MeatMETAc - Runs a Meta-themed memestock backed by META exposure.

@baseRAWR - Pairs a memestock with GOOGLc.

@iPodAAPLc - Connects an Apple-themed memestock with AAPLc rewards.

@StonksDGUY - Runs a delivery-themed memestock linked to stock rewards.

@regents_sh - Combines onchain stocks with agent funding and execution tools.

Yield & Vaults

@superformxyz - Routes tokenized stocks into automated yield strategies.

@harvest_finance - Runs autocompounding strategies for stock-token yields.

@beefyfinance - Autocompounds tokenized-stock vaults.

@portals_fi - Lists stock vaults and provides one-click DeFi execution.

@Zyfai_ - Automates yield strategies through predefined rules.

@SteakhouseFi - Builds vault infrastructure for tokenized-stock yield markets.

@Saffron - Splits Uniswap LP yield into fixed and variable sides.

[TAU Labs @628Labs]

@base On it! 🫡

[TAU Labs @628Labs]

@Base_EUR Higher? On it 💪

[TAU Labs @628Labs]

@ipor_io @coinbase @base @aave @brian_armstrong $3m in TVL so far... 👀

[Fusion (by IPOR) @ipor_io]

Exchanges, funds and operators can build stock vaults on IPOR Fusion today. Point your agent at https://t.co/Q8B60WG9Lv to get started.

See how Tau Labs (@628Labs) runs its tokenized stock vaults, from positions to configuration ↓