Borrower Guide

The Problem with Variable Rates

On Aave or Compound, your borrowing rate changes every block. You open a position at 3% and wake up to 15%. There is no way to plan, budget, or manage the cost of capital over time.

In traditional finance, $145 trillion of credit operates at fixed rates. In DeFi, less than 1% does. Fira closes this gap.

How Fira Fixes Your Rate

Fira uses Bond Tokens (BT) — zero-coupon bonds that trade at a discount before maturity and converge to par (face value) at maturity.

The borrowing cost is not an interest rate applied on top of your loan. It is embedded in the discount at which you receive liquidity.

The discount IS the rate. There is no hidden interest.

How It Works

  1. You post collateral

  2. The protocol mints BT against your collateral

  3. You swap BT for USDC (via FW-USDC) at a discount

  4. At maturity, you repay the BT at par value to unlock your collateral

The difference between what you received and what you repay is your total, fixed cost of borrowing — known from the moment you open the position.

Concrete Example: Fixed-Rate Borrowing

Scenario: You want to borrow USDC against collateral on the June 25, 2026 maturity market.

Step
Action
Amount

1

Post collateral (e.g., PT-reUSD)

Sufficient for desired borrow

2

Mint 100 BT-USDC

100 BT-USDC

3

Swap 100 BT-USDC for FW-USDC, then unwrap to USDC

Receive ~95 USDC

4

At maturity (June 25), repay 100 BT-USDC

Repay 100 USDC equivalent

Result:

  • You received 95 USDC today

  • You repay 100 at maturity

  • Fixed cost = 5 USDC, known from day 1

  • Annualized: approximately 5.26% on a ~4-month term — locked at origination

No rate changes. No surprises. No variable rate volatility.

V1: New Features for Borrowers

Pendle PT Collateral

V1 introduces Pendle PT tokens as accepted collateral for fixed-rate borrowing:

If you already hold Pendle PTs, you can now borrow at a fixed rate against them on Fira — no need to sell your PT position.

Multiple Maturities

V1 launches with the ability to add any set of maturity markets:

Choose the maturity that matches your investment horizon. Shorter maturities carry lower duration risk. Longer maturities may offer different implied rates.

Fixed-Rate Markets

V1 fixed-rate markets use market-discovered rates. You choose a maturity, the AMM discovers the rate through supply and demand. The rate you get at the moment of your swap is your fixed rate for the duration.

Floating-Rate Markets

Floating rate markets are available on Fira as well and are designed similarly to other protocols. These rates are spot and floating as they can dynamically changes based on the utilization of supplied assets in the market.

Fira Fixed Rate vs. Variable Rate Protocols

Feature
Fira (Fixed Rate)
Aave / Compound (Variable Rate)

Rate predictability

Fixed at origination. Known from day 1.

Changes every block based on utilization.

Rate mechanism

Discount on zero-coupon bond (BT). No explicit interest charge.

Utilization curve. Interest accrues continuously at variable rate.

Cost visibility

Total cost known upfront in USDC terms.

Total cost unknown until position is closed.

Maturity

Defined.

None. Open-ended.

Early repayment

Possible at any time. Effective rate may differ from initial rate.

Always at current variable rate.

Rate spikes

Position is immune to rate spikes after origination.

Exposed to sudden rate increases (can jump 3% to 15% in one block).

Risk Disclosure

Borrowing on Fira carries material risks. Read this section carefully before committing capital.

Liquidation Risk

If the health factor of your position drops below 1, your collateral becomes eligible for liquidation. The health factor depends on the Loan-to-Value ratio relative to the Liquidation LTV threshold.

  • V1 fixed-rate markets: Collateral value depends on oracle pricing. PT collateral carries price exposure. Market movements can trigger liquidation before maturity.

Liquidators receive a bonus (Liquidation Incentive Factor up to 1.15x depending on LLTV), meaning you lose more collateral than the debt repaid. For full liquidation mechanics, see Liquidations.

Early Repayment Does Not Lock the Fixed Rate

The fixed rate is only realized if you hold the position to maturity. If you repay early:

  • You still repay the original BT amount (no reduction in principal)

  • But the effective rate may be higher or lower than the rate at origination, depending on the BT/FW-USDC exchange rate at the time of early repayment

Early repayment always costs less than or equal to the maximum cost at maturity, but the effective annualized rate is unpredictable.

Smart Contract Risk

Fira is a newly deployed protocol. Despite six independent external audits, an extended internal review, and a bug bounty program up to $500K, residual risk of bugs, exploits, or loss of funds remains. For audit details, see Audits.

Additional Risks

  • Slippage risk: Large swaps on the AMM may incur price impact, especially in low-liquidity conditions

  • Oracle risk: V1 markets rely on external price feeds (Chainlink, Redstone) for collateral valuation

  • One-way migration: Positions migrated from Euler to Fira cannot be sent back

For the complete risk framework, see Risk Framework.

This document is for informational purposes only and does not constitute financial advice. DeFi participation carries risk of partial or total loss of funds. All parameters are subject to governance approval.

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