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Onboarding Checklist: From Signup to First Trade

This guide walks you through the complete onboarding process for trading CBTC on Canton, from initial signup to your first live trade. Expected timeline: 1 to 2 weeks depending on your firm's readiness and chosen venue.


Step 1: Express Interest

Complete the CBTC Signup Form bitsafe.typeform.com/to/NsiwLKIYarrow-up-right

This registers your firm's interest and triggers outreach from the BitSafe BD team. You will be contacted to discuss your trading goals, preferred venues, and technical requirements.


Step 2: Execute Agreements

Sign the MSA

  • Master Service Agreement (MSA): Standard commercial terms for using BitSafe services

  • KYC/AML: Complete any required compliance checks Contact [email protected]envelope if you have questions about the agreements.


Step 3: Set Up a Canton Wallet

Choose and configure your wallet You need a Canton-compatible wallet to hold and transact with CBTC. Options for institutional traders:

Wallet

Type

Best For

Zoro

Self-custody

Firms wanting SDK/API access and full control

Console

Self-custody

Browser-based with clear signing and risk checks

Loop

Self-custody

Web-based, no extensions needed, open source SDK

Cantor8

Enterprise custody

Multi-signature security and regulatory compliance

For the full list of Canton wallets and SDK/API documentation, see the Canton DeFi Ecosystemarrow-up-right guide.


Step 4: Acquire CBTC

Get CBTC into your wallet Two paths depending on your infrastructure:

Option A: OTC Purchase (fastest, no Canton node required)

  • Initiate a cross-chain CBTC swap with Trngle or an OTC purchase through Elk Capital

  • Ideal for firms without a Canton validator node

  • Contact Elk Capital for spread negotiation based on expected volume Option B: Direct Minting (requires Canton validator node)

  • Install the mint/burn software on your validator node

  • Call Rust APIs via cbtc-lib to mint CBTC directly from BTC

  • More cost-effective for high-volume operations

  • See the developer documentation at docs.bitsafe.finance/product-suite/cbtcarrow-up-right for technical details


Step 5: Choose and Connect to a Venue

Select your trading venue and integrate See Selecting a Trading Venue for the full comparison. Quick summary:

  • Elk / Trngle (RFQ) - Institutional OTC, negotiable spreads, custom pairs

  • Temple Digital (CLOB) - Order book trading, 40% bonus reward share

  • Tradefast (AMM) - Uniswap V2 style, fastest integration

  • Bron - Intuitive interface, quick onboarding Each venue has its own API documentation and onboarding process. The BitSafe BD team will facilitate introductions.


Step 6: Start Trading

You are live.

  • Begin trading on your chosen venue

  • Every trade, swap, and lending transaction earns Canton Coin rewards

  • Rewards are transaction-count-based, not volume-based. High-frequency strategies earn more.

  • Review the Prop Desk Playbook for strategy recommendations Recommended first trades:

  • CBTC/USDXLR (primary pair, earns rewards from both assets)

  • CBTC/USDCx (familiar stable pairing)

  • CBTC/CC (Canton Coin exposure)


Questions?


ℹ️ Disclosures Target yields are not guaranteed. Canton Coin rewards depend on network activity, token economics, and market conditions. Strategies carry risk; conduct independent due diligence. CBTC is not available to US persons. This is not investment advice.

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