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Derivatives (10)
Understand crypto derivatives and their impact on the market.

Derivatives
Institutional news
Trading
Download OKX Institutional Basis Trading Report
Unlock the secrets of Basis Trading We are pleased to present this inaugural Basis Trading report, which delves into the the trading ideas and insights on cryptocurrency Basis Trading market. Basis trading has long been favored by institutional crypto traders due to its potential for arbitrage opportunities, which allows traders to exploit price differentials, utilize leverage, and hedge their exposure effectively. Meanwhile, the dynamics of basis movement and market structure also provide valuable insights into market trends and offer some attractive trading opportunities.
Apr 24, 2024
1

Perpetuals
Research
Market Updates
Institutional top of mind | #11
Keep up with the top industry updates as we present bi-weekly market insights that are important to traders in the institutional space. In this week's edition, Kelvin Lam, CFA, Head of Institutional Research for OKX, explores the profound market impact resulting from the recent launches of spot Bitcoin ETFs in the US. He analyzes the dynamic interplay between supply and demand and the consequential changes in market structure. Additionally, he highlights potential trading opportunities that institutional traders can seize following this significant market event.
Apr 25, 2024

Trading
Derivatives
Institutional news
Institutional top of mind | #13
Keep up with the top industry updates as we present bi-weekly market insights that are valuable to traders in the institutional space. In this week's edition, Kelvin Lam, CFA, Head of Institutional Research for OKX, wishes every reader a prosperous Chinese New Year as we enter the Year of the "loong." With the recent market rally and consolidation, and the upcoming Bitcoin halving event, we present three key indicators and observations, all starting with the word "long," symbolizing our celebration.
Apr 25, 2024

Bitcoin
Institutional news
Derivatives
Institutional top of mind | #7
Keep up with the top industry updates as we present bi-weekly market insights that are important to traders in the institutional space. In this week's edition, Kelvin Lam, CFA, Head of Institutional Research for OKX, delves into the underlying factors and implications of October's market rally. We also discover the driving forces behind this surge and gain insights into the potential obstacles hindering institutional entry into the crypto space.
Apr 25, 2024

Trading tools
Trading basics
Strategies
The Smart Trader's Debrief #2: Underrated gem: The ETH/BTC Trading Bot
In the dynamic world of cryptocurrency trading, where Bitcoin (BTC) and Ethereum (ETH) reign supreme, traders are constantly seeking new ways to maximize their gains. One tool that's been quietly gaining traction is the . Despite its capabilities, this bot remains an underrated tool in the crypto trading arsenal. Let’s delve into why the ETH/BTC trading bot deserves more recognition, and a place in your portfolio.
Feb 13, 2025
Beginners
26

Derivatives
Strategies
How to make gains from futures spread
A common futures trading strategy in the crypto scene that's quickly gaining popularity is the futures spread trading strategy. Also known as crypto spread betting, futures spreads seek to benefit from the price difference between two expiry futures with the same underlying asset but different settlement dates. Futures spreads are formed when a trader takes opposite positions in the futures market at the same time — i.e., buying one futures contract and selling another. A futures spread trader’s gains comes from the price difference, or spread, between the two instruments.
May 29, 2024
Advanced
4

Derivatives
Explained: why OKX created a diverse structured product system
Have you heard of OKX's Shark Fin ? It's a principal-protected product with extremely short terms (3 or 7 days). Under the current market conditions, Shark Fin has been very popular among users with low capital. Our weekly subscription quota for Shark Fin products is 200–300 million USD, and almost every subscription period is sold out in advance.
Feb 24, 2025

Bitcoin
Trading tools
Derivatives
Bitcoin derivatives, explained: expiry futures, perpetual futures and options
Derivatives are tradable contracts that derive their value from an underlying asset. In the case of cryptocurrency derivatives, the underlying asset is, in most cases, Bitcoin (BTC), or other top cryptocurrencies.
Oct 28, 2024
25

Trading basics
Derivatives
Trading guide
Forward contracts vs expiry futures: what are the differences?
Expiry futures are actively used within the crypto space and have become a tool in many trader's arsenal. Expiry futures are derivatives, meaning their value is derived from the price of the underlying assets. So, if you buy a Bitcoin futures contract, you're not taking possession of it but speculating on its price fluctuation.
Feb 26, 2025
5
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