Understanding OKX's Automatic Currency Exchange Rules

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In cross-currency margin mode, when unrealized losses from contract positions create liabilities in a specific currency account, the system may trigger automatic currency exchange to repurchase the indebted currency and reduce liability values.


How Automatic Currency Exchange Works

  1. Two-Step Conversion Process:

  2. Priority Selection for Positive-Asset Currencies:

    • Tier-1 Conversion Rate Priority: Lower conversion-rate currencies are used first (minimizing equity impact). Currencies with 0% rates are excluded.
    • Liquidity Priority: Among equal-rate currencies, those with better liquidity are prioritized to reduce slippage losses.

Example Scenario:
For a BTC debt with ETH/DOT/BSV/CVC holdings:


Key Operating Modes

1. Non-Auto Borrowing Mode

Triggers when liabilities exceed interest-free allowances. The system converts positive assets via USDT to cover debts.

Example:

2. Auto-Borrowing Mode

Normally, only interest accrues beyond allowances. Automatic exchange activates when platform-wide debt hits risk limits, prioritizing high-liability accounts.

Case Study:
| User | Contract Loss | Debt Tier | Action Taken |
|------|--------------|-----------|--------------|
| A (No contracts) | - | - | Excluded |
| B | 9.5 BTC | Tier 10 | Repurchased 0.5 BTC |
| C | 10.5 BTC | Tier 11 | Repurchased 0.8 BTC |
| D | 10.8 BTC | Tier 11 | Repurchased 1 BTC |

👉 Learn how tiered adjustments work


Frequently Asked Questions

Q: Which currencies are excluded from automatic exchange?
A: Currencies with 0% conversion rates (e.g., CVC in the example).

Q: How does liquidity affect currency selection?
A: Higher-liquidity currencies minimize slippage, making them preferable for exchanges.

Q: When does auto-borrowing mode trigger exchanges?
A: Only when platform-wide debt breaches risk thresholds, targeting high-tier accounts first.

Q: Are leveraged trading positions affected?
A: No—only contract position losses trigger exchanges.

Q: How are interest-free allowances applied?
A: They cap interest-free liabilities; exchanges activate to maintain debts within this limit.

Q: Can users control the exchange process?
A: No, it’s fully automated based on predefined risk parameters.


This overview clarifies OKX’s automated mechanisms for maintaining account stability during market volatility. For real-time updates, refer to official announcements.