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Strategies (116)
Discover new strategies for trading and managing your crypto.
Artificial intelligence
Strategies
AI might make you a smarter crypto trader
2023 is becoming the year of AI. New apps like [Midjourney](https://www.midjourney.com/home/?callbackUrl=%2Fapp%2F), [DallE](https://openai.com/product/dall-e-2), and [ChatGPT](https://chat.openai.com
Dec 30, 2024
2
Strategies
What is mark price?
Effective and well-informed risk management should be a priority for all crypto traders, particularly those who adopt higher-risk methods such as margin trading. Various risk management tactics are out there today, and one of them is to look at mark price. The mark price can offer a more accurate reflection of the true value of a derivative, and is used by traders to avoid unexpected forced liquidations.
Dec 9, 2024
Beginners
10
OKX
Strategies
How to block trade cryptocurrency on OKX's Liquid Marketplace
Among the cutting-edge products and services offered on OKX is block trading, which is available on our Liquid Marketplace. Block trading enables users to enter or exit significant cryptocurrency positions without risking price slippage. OKX’s Liquid Marketplace allows you to block trade various instruments supported on the exchange and deploy more advanced multileg trading strategies.
Dec 9, 2024
Intermediate
12
Strategies
Futures
What are the index price and mark price of margined contracts?
Understanding the mark price and index price of a crypto asset can be influential to a trader's success. Knowing each forms part of your risk management approach , provides greater transparency to asset values, and can support more informed and effective trading in general. As such, whether you're a crypto native or a beginner crypto trader, the ability to calculate the index and mark price is an important skill — particularly when it comes to more complex forms of trading, such as futures.
Sep 18, 2024
Intermediate
1
Strategies
What is a unified account?
A unified account is a groundbreaking all-in-one account crafted by OKX to empower you with streamlined, simultaneous trading strategies across spot markets and derivatives like perpetual swaps, futures, and options. Beyond simplifying trades, it paves the way for enhanced capital efficiency across various account modes — margin free, single-currency margin, multi-currency margin, and portfolio margin — all without the trouble of transferring funds between multiple accounts.With a unified account, you can:
Jul 16, 2024
Intermediate
Order Types
Strategies
Crypto covered calls explained: how to hedge while HODLing
Cryptocurrency enthusiasts often find themselves in a dilemma — they want to HODL their digital assets for the long haul and find a way to protect their positions from market volatility. While HODLing can be a sound long-term strategy, it doesn't shield you from market downturns. This is where the covered call options strategy can provide some form of crypto portfolio protection over time.
Aug 29, 2024
1
Strategies
When would my order be liquidated?
In a unified account, the margin level determines when a position is liquidated. When the margin level of an open position falls below 100%, the position will be partially or fully closed. A common misconception is that traders might assume liquidation will occur when the margin level falls to 0%. This is not the case. When the margin level falls below 100%, the position will be liquidated in part or in full, and we'll collect a liquidation clearance fee that will be added to the OKX insurance fund.
Sep 27, 2024
Intermediate
Spot trading guide
Technical analysis
Strategies
Stick to the plan: building a disciplined trading strategy
Crypto trading can be an exciting and potentially lucrative venture, but it's also risky — especially if you rush in blindly without a plan. A solid crypto trading strategy is crucial to success in this market. A trading strategy provides a clear action plan and helps to set boundaries that support one crucial trait for all traders to possess: discipline.
Sep 24, 2024
Beginners
2
Strategies
How to hedge with options: a guide to crypto options hedging
Did you know more than eighty percent of option contracts expire worthless? That’s because options are financial instruments that are mostly used as insurance policies to hedge positions that are too large to unwind. Crypto options hedging effectively provides the best of both worlds, since hedging allows downside mitigation risk while maintaining overall conviction for a specific crypto holding or trade.
Sep 13, 2024
Beginners
Strategies
What are market and limit orders?
Market orders and limit orders allow you to open positions when trading crypto under certain specific conditions. More specifically, they allow you to either open a position immediately — as with a market order — or at a specific desired price — as with a limit order. As such, these two order types are essential for beginner traders to understand.
Sep 5, 2024
Beginners
44
Trading
Strategies
Copy trading explained: analyzing the tactic's advantages and limitations
Keen to learn how to start trading cryptocurrencies but are afraid to take that first step? We don't blame you — it can seem daunting given the ever-changing volatility of crypto market trends and the complexity of technical analysis. Fortunately, there's a beginner-friendly way crypto traders can tap into the expertise of experienced crypto traders and make use of their proven trading strategies to navigate the crypto market.
Aug 5, 2024
3
Strategies
Top 8 demo trading platforms: Essential guide for crypto traders
What's the best way to get started with crypto trading? For many, demo trading is the answer. The tool sees trading platforms provide a practice environment for you to build your skills. Here, you can simulate trading activities without risking real money. The concept is available across various financial markets, including cryptocurrencies.
Jul 16, 2024
3
Strategies
What are trigger orders?
A trigger order is an order that allows the trader to set a target price that must be reached before a limit or market order will be executed. For perpetual swaps and futures contracts, you'll be able to choose to trigger using either the last, mark or index price.
Jul 16, 2024
Beginners
3
Strategies
Transaction types explained: spot, options, and more
Cryptocurrency trading can be intimidating for beginners. But, once you understand the different types of trades and how each works, you'll be better equipped to make sounder trading decisions. This article explains the most common transaction types available today.
Jun 21, 2024
Beginners
1
Strategies
What are Carry trades — profit from cash-and-carry arbitrage
A carry trade is a relatively low-risk strategy that enables traders to profit from price differences between spot and futures contracts, or between spot and perpetual-swap prices. When a futures cont
Apr 25, 2024
Mining
Strategies
What´s liquidity mining?
In mid-2020, the crypto industry saw a rise of a trend that changed the way people use digital currencies. The trend in question was decentralized finance (DeFi), which opened new doors to crypto user
Feb 27, 2025
3
Strategies
Fear Of Missing Out (FOMO): What is it, and how does it affect the market?
The crypto market is considered the most volatile in the broader financial industry. The prices of coins and tokens are known to experience dramatic changes. This presents an excellent opportunity for experienced traders who can analyze markets quickly and react in time. However, novice traders sometimes make the mistake of entering the market too late.
Sep 24, 2024
5
Strategies
What is liquidation when trading crypto?
One of the most dangerous and attractive aspects of crypto is the industry’s high volatility. Crypto markets are open 24/7, meaning these volatile swings can happen at any time. While this can be great for traders eager to capitalize on price movement, it can also present challenges, such as trade liquidations.
Sep 23, 2024
Beginners
3
Strategies
How to Use Value at Risk (VaR) to Manage Your Cryptocurrency Assets
The crypto market is known for its extreme volatility, where the price of cryptocurrencies can vigorously fluctuate within a short period of time. In a market full of uncertainty, managing risks is th
Apr 25, 2024
7
Strategies
Fixed-term deals, flexible-term deals and flash deals - How are they different?
Staking cryptocurrency can be a great way to both diversify your portfolio and grow the tokens you hold. But with so many different options to choose from, figuring out which is best for you can be ov
Apr 25, 2024
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