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Strategies (104)
Discover new strategies for trading and managing your crypto.
Strategies
Copy trading vs bot trading: which is best for new crypto traders?
"Want to trade crypto? You have to do it yourself."For a long time, this adage used to hold true. From the hecticness of the crypto market being available 24/7 to the possible lack of liquidity for crypto spot pairs, crypto trading can seem hard to get into. Thankfully, with the advent of copy trading and bot trading, crypto trading has never been more convenient and accessible. If you're new to the world of crypto trading, bot trading and copy trading might seem indistinguishable. After all, both involve letting third parties take the wheel when executing trades.
Sep 11, 2024
Beginners
Strategies
Crypto copy trading vs. manual trading: which is right for you?
In crypto trading, traders aim to maximize rewards and minimize risk. Towards this goal, copy trading has gained popularity as a strategy where traders replicate the techniques and positions of others in real-time. However, key differences exist between copy, social, and manual trading.
Apr 25, 2024
Beginners
Strategies
Crypto barbell strategy: the very basics
Adam Bloom is a Content Writer, podcaster, and yield farmer based in Los Angeles. The Barbell strategy is supported by Nassim Taleb. Here’s how it works and how it might be applied to crypto. In summary
Apr 25, 2024
Beginners
Strategies
Navigating market volatility when trading crypto
Crypto trading has become a popular way for people to invest, but it's not without its risks. Before you start trading, it's important to understand the potential risks and how to manage them. In this article, we 'll explore one of the key risks of crypto trading — market volatility.
Jul 16, 2024
Beginners
Strategies
What are trailing stop orders?
A trailing stop order is an order type that helps you to maximize and protect gains made on an open position. It's an advanced form of stop order that automatically deploys an order at a predefined point above or below the current price.
Oct 2, 2024
Beginners
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
Strategies
Beginner's guide to cryptocurrency day trading: Tips and strategies
The cryptocurrency market has matured in recent years to become increasingly sophisticated by introducing highly liquid derivatives (i.e., futures, swaps and options). Add to this the fact that we now have access to more data and market research than ever before, and it makes sense why crypto trading is growing in popularity.
Aug 29, 2024
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
Strategies
Block trading explained — avoiding slippage with privately negotiated trades
A block trade is a privately negotiated purchase or sale of large blocks of assets settled over the counter. Block trades are useful for buying or selling vast numbers of shares, derivatives, bonds or
Sep 24, 2024
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
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
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.
Sep 18, 2024
Beginners
Options
Strategies
What is a straddle option strategy: understanding this neutral options strategy
Like its counterpart the strangle , the straddle option strategy is hugely popular among crypto options traders because of its neutrality that allows traders to lock in gains from significant price movements, regardless of the direction. Ultimately, this strategy is ideal if you’re expecting a big move in the market but are uncertain whether it will be upward or downward.
Sep 14, 2024
Advanced
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
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
Strategies
Mastering Infinity Grid: make consistent gains in volatile markets
Cryptocurrency markets are characterized by constant fluctuations and never-ending volatility, which makes it difficult to predict the market's movements and make gains. Grid trading is a strategy that perfectly adapts to the unique characteristics of the crypto market, by helping you find arbitrage opportunities in volatile market conditions.
Jul 25, 2024
Strategies
What is a cryptocurrency trading pair?
A cryptocurrency trading pair consists of two cryptocurrencies, such as BTC/USDT, where BTC is the base currency and USDT is the quote currency. Using BTC/USDT as an example, you can: Buy BTC with USDT (also known as a buy order in spot trading)
Jul 16, 2024
Beginners
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
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
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
Strategies
OKX
Introducing OKX Snowball: a new opportunity to gain risk-adjusted rewards
Snowball is OKX's newest structured financial product that users can purchase to increase their risk-adjusted rewards. If this sounds complicated, don't fret, our guide to what is OKX snowball will help you navigate through the volatile space of cryptocurrencies.
Apr 25, 2024
Beginners
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
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