Helios Finance
  • Introduction
    • Problem - Solution
    • How Helios Differs from Other Protocols
    • Summary of Capabilities
  • Quickstart
    • Installing Leather Wallet
    • Add MIDL regtest on Leather
    • Get test tokens from faucet
    • Experience the new BTC Defi
  • Architecture
    • Overview
      • Helios & MIDL Architecture Overview
      • MIDL Validator Network (DPoS Consensus Layer)
      • Threshold Signature Scheme
      • Lending Logic Layer by Helios
      • Roles and Responsibilities Summary
    • Bitcoin-Native Smart Contracts
    • Bitcoin Settlement Flow and One-Step Transactions
    • Bitcoin Settlement & Finality
  • Core Concepts
    • Overview
    • BTC-Native Liquidity, Expanded Asset Support
      • Interest Mechanics
      • Supported Assets
    • Partial Collateral Swap (Flexible Position Management)
  • Risk Framework
    • Overview
    • Adaptive Risk Optimization (Mempool- & Volatility-Aware LTVs)
      • More on Adaptive Risk Engine
    • Liquidation Mechanics
  • Capital Efficiency and Use Cases
    • Overview
    • Delta-Neutral Yield Strategies
    • Enhanced Yield for Bitcoin Holders
    • Arbitrage and Market Efficiency
    • Tax-Optimized Borrowing
  • Institutional Compliance and Security
    • Overview
    • KYC-Ready Architecture and Permissioned Pools
      • More on Dual-Layer Market
    • AML, Monitoring, and Auditability
    • Regulatory Alignment (MiCA, BIS/IOSCO, etc.)
  • For Developers
    • Overview
    • Interest Rate Model
    • Supply & Borrow Interest
    • Functions
      • Common Functions
      • Supply & Withdraw
      • Borrow & Repay & Liquidate
      • Flashloan
    • SDK Release Plan
    • Smart Contract Interface via MIDL (EVM on Bitcoin)
    • Transaction Fees
  • Oracles and Price Feeds
  • Running a Liquidator or Integration with Exchanges
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  1. Core Concepts

Partial Collateral Swap (Flexible Position Management)

Helios introduces a Partial Collateral Swap that lets borrowers exchange a portion of their locked collateral for another supported asset without closing or refinancing the loan. This capability is rare in today’s lending markets and is made possible by Helios’s programmable custody on Bitcoin.


1. Workflow Without Helios

To rebalance collateral in most platforms, a borrower must:

  1. Repay the full loan.

  2. Withdraw the entire collateral.

  3. Swap off-platform into a new asset.

  4. Re-deposit and borrow again.

This four-step process incurs multiple network fees, market-spread slippage, and often constitutes a taxable disposal of the original asset.


2. Helios One-Step Swap

With Helios, the borrower submits a single on-chain instruction. For example, when function call corresponding to below instruction is executed:

Swap 0.50 BTC collateral → Taproot-USDT
  • The protocol atomically converts the specified slice of collateral to the target asset.

  • The LTV is re-evaluated in the same transaction; the loan remains open and uninterrupted.

Result: the wallet now shows 0.50 BTC + X USDT as collateral, all executed inside the vault.


3. Key Benefits

Objective
How the swap helps

Volatility control

Shift part of the collateral into a stablecoin ahead of a projected BTC draw-down, lowering liquidation risk without exiting the position.

Tax optimization

By rebalancing inside the loan, a borrower could defer recognizing capital gains that would normally arise from an outright sale of appreciated BTC. (Always consult a tax advisor; treatment varies by jurisdiction.)

Treasury agility

Corporate desks can fine-tune collateral composition intraday—e.g., dial down BTC exposure before quarterly close—while preserving the original borrowing terms.

Cross-asset opportunities

Move collateral into whichever asset currently carries the lower risk weight or higher borrow demand, maximizing capital efficiency.


4. Safety Checks

  • Real-time LTV validation – The swap executes only if the post-trade collateral value satisfies all risk parameters.

  • Single-transaction atomicity – Either the swap completes with the position healthy, or it reverts with no state change.


Helios’s Partial Collateral Swap delivers portfolio-level control, potential tax advantages, and operational simplicity—features that traditional DeFi money markets and even many CeFi desks do not yet offer.

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Last updated 1 month ago

Oracle-verified pricing – Both sides of the swap use on-chain oracles with to prevent manipulation.

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