Funding

Funding-rate methodology, settlement cadence, and payment examples

Overview

Funding is the mechanism that converges perpetual contract prices toward the underlying index price.

  • Positive rate: longs pay shorts
  • Negative rate: shorts pay longs

Funding is a peer-to-peer transfer between counterparties — not an exchange fee.

Funding Rate

At each settlement interval:

Funding Rate=clamp(Average Premium Index8, 1%, +1%)\text{Funding Rate} = \text{clamp}\left(\frac{\text{Average Premium Index}}{8},\ -1\%,\ +1\%\right)

The clamp bounds the per-interval funding rate to ±1% (hourly cap). The divisor 8 is the annualization factor used when computing the contribution of the premium index toward each interval.

Premium Index

Computed from impact prices:

Premium Index=max(0,Impact BidIndex)max(0,IndexImpact Ask)Index\text{Premium Index} = \frac{\max(0, \text{Impact Bid} - \text{Index}) - \max(0, \text{Index} - \text{Impact Ask})}{\text{Index}}

Impact prices are simulated execution prices for a predefined impact notional — not top-of-book quotes. This filters out thin-quote noise and measures executable dislocation at meaningful depth.

If book depth is insufficient to compute impact prices, index-based fallbacks are applied per market rules.

Funding Payment

Per settlement event:

Funding Payment=Position Size×Mark Price×Funding Rate\text{Funding Payment} = \text{Position Size} \times \text{Mark Price} \times \text{Funding Rate}

Sign convention:

  • Positive payment: account pays
  • Negative payment: account receives

Worked Example

Scenario

Long position of 0.5 BTC-PERP at funding settlement.

Inputs

InputValue
Position size0.5
Mark price60,000
Funding rate+0.01% (0.0001)

Calculation

Funding Payment=0.5×60,000×0.0001=3\text{Funding Payment} = 0.5 \times 60{,}000 \times 0.0001 = 3

Settlement Outcome

Funding payment = +3 USDC, so the long account pays 3 USDC for this funding event.

Operational Considerations

  • Funding accrual and settlement timing are defined per market.
  • A market with enabled: false rejects new orders; treat it as offline for trading-related decisions.

Funding Telemetry for Integrators

Use market metadata and WebSocket streams to pre-compute carry impact:

  • Funding interval configuration and next settlement timing
  • Predicted upcoming funding direction and magnitude
  • Real-time funding updates from market-data channels

For carry-sensitive strategies, monitor predicted funding jointly with mark-vs-index divergence and open-interest saturation.

For exact field names and stream payloads, see:

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