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πŸ“ Lot-Based CFDs vs. Perpetuals

HyperFX uses a lot-based Forex CFD model. Most existing on-chain derivatives protocols use a USD-perpetual model. This page explains the difference between the two and why it matters.


🎬 Understanding DeFi derivatives​

Finematics β€” 'DeFi Explained β€” The Full Guide' β€” covers how decentralized finance protocols work, which sets the context for understanding how on-chain derivatives like HyperFX fit into the broader DeFi ecosystem.


The two models side by side​

FeatureLot-Based Forex CFD (HyperFX)USD-Perpetual (Gains / GMX / Hyperliquid / dYdX)
Position sizing unitStandardized lots (1.00 lot = 100,000 base currency units)USD notional value
Pricing modelSpread + commission per tradeFunding rate (continuous, time-based)
Leverage definitionPer-pair, fixed tiers (e.g. 1:100 on majors, 1:20 on exotics)Single global leverage setting across all markets
P&L calculationPip value Γ— lot size Γ— price moveUSD notional Γ— % price move
SettlementContract closes at exact lot size against bid/askPosition closed against mark price
Fee structureEntry/exit spread + per-lot commissionFunding rate paid/received continuously
Execution modelCentral Limit Order Book (CLOB)AMM pool or synthetic index
Market standardMT4/MT5, regulated Forex brokersDeFi-native, no off-chain equivalent

What is a lot?​

In regulated Forex and CFD markets, a lot is the standard unit of measurement for a trade:

Lot typeSizeExample (EUR/USD)
Standard lot100,000 units of base currency1.00 lot = €100,000
Mini lot10,000 units0.10 lot = €10,000
Micro lot1,000 units0.01 lot = €1,000

When a trader opens "0.50 lots on EUR/USD," the exact notional, pip value, and margin requirement are all deterministic from the lot size and current price β€” regardless of what that price is in USD terms.

This is the model HyperFX implements on-chain.


What is a USD-perpetual?​

A perpetual swap (or "perp") is a derivative that tracks the price of an underlying asset with no expiry date. Instead of a lot-based structure, positions are sized in USD notional:

  • Open "a $10,000 long on BTC" = you hold $10,000 of BTC exposure
  • Funding rate mechanism keeps the perpetual price anchored to the index price
  • Leverage is typically applied as a multiplier to the USD notional

Protocols like Gains Network, GMX, Hyperliquid, and dYdX all operate this way. They are powerful instruments for crypto assets, but their structure does not replicate how Forex CFDs work in the regulated off-chain world.


🎬 Perpetual futures explained​

Finematics β€” 'Perpetual Futures (Perpetual Swaps) Explained' β€” covers how perpetual contracts work, what funding rates are, and how they differ from traditional futures β€” the model that most DeFi derivatives use and that HyperFX deliberately moves away from.


πŸ”„ Settlement flow comparison β€” lot-based vs perpetual​

Why it matters in practice​

The two models produce different outcomes for the same trade, different margin formulas, and different cost structures.

P&L language​

A lot-based Forex trader talks in pips and lots: "45 pips on 0.30 lots of GBP/USD."
A perp trader talks in USD and percentages: "1.2% on my $5,000 BTC long."

HyperFX uses the lot-based model β€” the standard used by regulated Forex brokers and familiar to traders coming from MT4/MT5.

Margin calculation​

In lot-based CFDs, margin depends on the base currency price:

Margin = (Lot size Γ— Contract size Γ— Price) / Leverage

Example: 0.10 lot on EUR/USD at 1.0850, leverage 100:1

Margin = (0.10 Γ— 100,000 Γ— 1.0850) / 100 = $108.50

In USD-perps, it is simply Notional / Leverage β€” which works fine for BTC/USD but breaks down when you need consistent multi-currency Forex behavior.

Cost structure​

Forex brokers charge a spread plus sometimes a per-lot commission. There is no time-based fee accumulation during the trading day.

Perpetuals charge a funding rate β€” a payment between longs and shorts, typically every 8 hours β€” which is appropriate for crypto but distorts the economics of currency pairs. HyperFX uses spread + commission, the same structure as regulated Forex brokers.

The on-chain gap​

Before HyperFX, every on-chain derivatives protocol used the perp model β€” because it is simpler to implement. The full lot-based Forex CFD model only existed inside broker systems (MT4/MT5). HyperFX is the first implementation of this model directly in smart contracts, with an on-chain CLOB, per-pair leverage tiers, and lot-denominated settlement.

:::info Coming from a traditional Forex broker? If you trade on IC Markets, Pepperstone, XM, or similar, HyperFX uses the same lot sizes, the same pip-based P&L, and the same spread + commission structure. The only difference is that your funds stay in your wallet and the order book is on-chain. :::


πŸ“š Go deeper β€” study resources​

πŸ“„ Official documentation & references​

ResourceDescription
ESMA β€” CFD product informationESMA product intervention measures on CFDs
CME Group β€” Forex futures specificationsHow lot sizes and contract specifications work on a professional exchange
Investopedia β€” Lot definitionStandard definition of lot types in Forex trading

πŸŽ₯ Educational videos​

VideoChannelDescription
What is a Lot in Forex?BabyPipsUnderstanding standard, mini, and micro lots
Perpetual Futures ExplainedFinematicsHow perpetual swaps and funding rates work

πŸ“– Reading guides​

ResourceDescription
BabyPips β€” What is a Lot?The definitive beginner guide to Forex lot sizes
Investopedia β€” Perpetual FuturesHow perpetual swaps work in crypto markets
Investopedia β€” Funding RateThe mechanism that replaces spread/commission in perp-based protocols

➑️ What's next?​