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Home Learn Glossary What Is Initial Margin Requirement?

What Is Initial Margin Requirement?

Updated May 2026 — NYXANCE Glossary

Initial margin requirement (IMR) is the minimum amount of collateral you must deposit to open a leveraged position. It is the upfront "deposit" that secures your trade and covers potential early losses before maintenance margin is breached.

Initial margin is distinct from maintenance margin: the former is what you need to open a position; the latter is the minimum you need to keep it open.


How Initial Margin Is Calculated

Initial margin is expressed as a percentage of the total notional value of the position:

Initial Margin = Notional Position Value × Initial Margin Rate Initial Margin Rate = 1 / Maximum Leverage

Examples:

LeverageIMR$50,000 position requires
100×1%$500
50×2%$1,000
20×5%$2,500
10×10%$5,000
20%$10,000

To open a $100,000 notional BTC perpetual position at 20× leverage on NYXANCE, you would need $5,000 USDT in your account as initial margin.


Initial Margin vs. Margin Required vs. Available Margin

These terms are related but distinct:

TermMeaning
Initial MarginRequired collateral to open the position
Available MarginYour account balance minus all currently reserved margin
Used MarginSum of initial margin across all open positions
Margin BalanceTotal account equity (balance + unrealized PnL)

When your [Margin Balance] falls toward your [Used Margin × Maintenance Margin Rate], you approach liquidation.


Initial Margin in Practice

Before You Open

Before placing an order, the exchange checks:

  1. Is your available margin ≥ initial margin requirement?
  2. Would this position fit within your dynamic margin tier at the requested leverage?

If either check fails, the order is rejected.

After You Open

Initial margin is locked (reserved) and no longer available for other trades. In cross margin mode, this lock is "soft" — unrealized PnL from other positions can supplement the margin if needed. In isolated margin mode, the lock is hard.

Tiered Initial Margin

For very large positions, the initial margin rate escalates with position size. A $10M BTC position may require 20% initial margin (5× max leverage) even if you selected 100× leverage in the interface — the dynamic margin tier overrides the UI selection.


Example Walkthrough

Suppose you want to go long on ETH/USDT perpetual:

Initial Margin Required:

$35,000 × 10% = $3,500 USDT

You need $3,500 free in your account to open this trade. The exchange locks this amount.

If ETH drops to $3,150 (a 10% decline):


Reducing Initial Margin Requirements

Method 1: Use Lower Leverage

Lower leverage means a higher initial margin percentage — which sounds counterintuitive for "reducing" requirements, but it means your position size is smaller for the same collateral. Less notional → smaller position → potentially lower total initial margin needed.

Method 2: Select the Right Account Tier

Some exchanges offer reduced IMR for users who hold exchange tokens, have verified KYC, or maintain sustained trading volume (VIP tiers).

Method 3: Use Portfolio Margin

Advanced traders can apply for portfolio margin mode, where the exchange calculates net risk across all positions holistically (longs offset shorts). This can dramatically reduce total IMR for hedged books. Portfolio margin is typically available to institutional or verified high-volume traders.


Initial Margin in Traditional vs Crypto Markets

For context, traditional futures markets (CME, ICE) also require initial margin — called SPAN margin — set by the clearinghouse. CME BTC futures initial margin is typically 40–60% of notional, reflecting the risk profile the clearinghouse assigns to crypto assets. Crypto native exchanges offer much higher leverage (and thus lower IMR) because they operate their own risk engine and liquidation system rather than relying on clearinghouse guarantee.


Related Concepts


NYXANCE displays your required initial margin in real-time in the order form as you adjust position size and leverage. No surprises. Start trading.

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Related Concepts

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