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Reviewed guide library

Guides · 2026-10-16

Reviewed guide

Reviewed guide library

A measured set of region-specific guides released after source and language review.

defiprotocolguide.com

The editorial priority is a balanced decision across fees, product access, account security, custody controls and withdrawal testing. Readers should document their residency, funding currency, onboarding entity and product-specific restrictions. The primary platform scope is the compared platforms. For a multi-platform review, use the same order size, pair, funding route and security checklist so the comparison measures like-for-like conditions. This guide records the source date and treats the logged-in account screen as the final authority for fees.

49published guides

The sources, regional wording and risk boundaries recorded for this version passed the publication checklist.

Draft topic

Trading fee baseline

059platform comparison workbookthe reader's region060evidence and source logthe reader's region331Counting the full cost of moving funds between an exchange and DeFi protocolsthe reader's region

Draft topic

Spread and slippage

061beginner checklistthe reader's region062questions before opening an accountthe reader's region064monthly reviewthe reader's region065new-device and travel checkthe reader's region066first-deposit planthe reader's region067first-withdrawal planthe reader's region

Draft topic

Maker and taker execution

080evidence and source logthe reader's region351Buying on a CEX before you go on-chain? Check maker and taker treatment firstthe reader's region

Draft topic

Order types

081beginner checklistthe reader's region082questions before opening an accountthe reader's region087first-withdrawal planthe reader's region088incident-response worksheetthe reader's region089platform comparison workbookthe reader's region338Choosing Order Types When Moving Tokens Between DeFi and an Exchangethe reader's region348Spot Order Types Across Exchanges: A Goal Map for Limit and Marketthe reader's region

Draft topic

Stablecoin network selection

133small-budget workflowthe reader's region

Draft topic

API key safety

321Setting API Key IP Allowlists and Minimal Permissions Step by Stepthe reader's region322API Key Permission Hygiene for Safe DeFi Automationthe reader's region326Scoping API Keys by Automation Purpose So One Leak Stays Containedthe reader's region327Scoping API Keys for DeFi Automation Tools Without Over-Permissioningthe reader's region

Draft topic

Trading and tax recordkeeping

323Building Exchange Account Records That Survive Any Future Reviewthe reader's region332Keeping a clear record when your activity spans exchanges and DeFi walletsthe reader's region333Keeping Order History Readable for Later: Start Small, Confirm, Then Continuethe reader's region341One Ledger for Wallet and Exchange Activity: Keeping DeFi and Exchange Records Togetherthe reader's region

Draft topic

Fiat funding and conversion

324Matching Your Wallet Network to the Exchange Deposit Addressthe reader's region330Reconcile bank transfers with exchange deposits on the same daythe reader's region339From Bank Account to DeFi Protocol: Planning the Fiat On-Ramp Through an Exchangethe reader's region

Draft topic

Account security

325Layering Security Settings on a New Account in the Right Orderthe reader's region

Draft topic

Application installation safety

328Verifying an Exchange App Install Before You Connect Any DeFi Walletthe reader's region335Keeping exchange apps separate from wallet browser extensionsthe reader's region340Installing Wallet and Exchange Apps for DeFi Without Picking Up an Impostorthe reader's region

Draft topic

Custody and withdrawal controls

329Route withdrawals around the date you need cash, not the day you rememberthe reader's region345Shrink the attack surface: one hot cap and fewer funded exchange loginsthe reader's region349Token Approvals in Your DeFi Wallet: Reviewing and Revoking Old Permissionsthe reader's region

Draft topic

Withdrawal safety

334Protecting the Withdrawal Path of an Account: A Seasonal Review Worth Schedulingthe reader's region350Your First DeFi Session Starts on the Exchange Payout Screenthe reader's region354Withdrawing from an exchange to a multisig or smart-contract wallet: checks firstthe reader's region

Draft topic

Regional product access

336Confirming exchange product availability before planning on-chain movesthe reader's region

Draft topic

Futures and leverage risk

337Hedging an On-Chain Position with Exchange Futures: What to Check Firstthe reader's region342Insurance Funds and Auto-Deleveraging: What Happens Behind a Futures Liquidationthe reader's region346When perpetual UIs differ: a portable pre-leverage safety cardthe reader's region347First-Month Futures Discipline: Size Caps Before Leverage Experimentsthe reader's region352Shared futures pre-trade ritual across major CEXsthe reader's region

Draft topic

Perpetual funding rates

343DeFi borrow rates versus exchange funding rates: comparing the cost of leveragethe reader's region

Draft topic

Referral code verification

344Referral codes when your exchange account is only a DeFi on-ramp: what still mattersthe reader's region

Draft topic

Identity verification

353Declaring a self-hosted wallet when an exchange asks: what DeFi users should preparethe reader's region