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Trading basics (35)
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Trading basics
The difference between perpetual futures and expiry futures
Perpetual futures are a type of cryptocurrency derivative . While perpetual futures are very similar to expiry futures, they differ in two significant ways: Expiry Where expiry futures have expiry dates set in advance, perpetual futures don’t, meaning buyers and sellers can hypothetically keep their positions open 'perpetually' — as long as their account holds enough margin to cover losses and prevent liquidations.
Apr 25, 2024
30

Trading
Trading basics
Trading guide
How to set up an OKX Signal Trading bot with TradingView
Try Signal Trading on OKX Signal Trading is now available on OKX, enabling you to create your own signal trading bot and execute real trades. Experience the full potential of automated trading, get started and elevate your trading strategies today.
Jul 16, 2024
17

Trading tools
Trading basics
Spot trading guide
DCA trading bot: how to start dollar-cost averaging (DCA)
Kick start your understanding of dollar-cost averaging (DCA) by watching this video on the OKX DCA Crypto Trading Bot . Here’s how our latest trading bot allows you to fine tune your dollar-cost averaging (DCA) strategy.
Sep 24, 2024
Intermediate
182

Trading basics
The difference between crypto and U-margined futures
OKX offers both crypto-margined and U-margined (USDT-margined and USDC-margined) futures products. They're different in terms of: Quote currency One important difference is the quote currency, which affects the price index of crypto-margined vs. U-margined pairs. For example, a U-margined BTC/USDT perpetual futures uses the price of OKX spot BTC converted to USDT. Meanwhile, a crypto-margined BTC/USD perpetual futures uses the price of OKX spot BTC converted to USD.
Feb 19, 2025
26

Trading basics
Smart Trading
Technical analysis
The Smart Trader's Debrief #6: Beginner's Guide to Trade Charting - Understanding Trends and Basic Chart Analysis.
Before we dive deep into this topic, here's a quick disclaimer: the opinions in this article have been shaped by over a decade of my own personal learning and trading experience. This is not financial advice, and you should always do your own research before investing. Markets are uncertain. Never risk more than you can afford to lose.
Oct 11, 2024
Beginners
62

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

Trading tools
Trading guide
Trading basics
DCA trading bot: How to mitigate risk by dollar-cost averaging
Cryptocurrencies have become increasingly popular, drawing more traders to platforms such as OKX in pursuit of higher growth. However, the inherent risks in trading cryptocurrencies, including volatil
Apr 28, 2025
2

Trading tools
Trading guide
Trading basics
How to use the iceberg trading bot
What are iceberg orders? Iceberg orders are large buys or sells broken down into many smaller orders. They're beneficial when making a significant trade relative to the size of a given market. Even small orders risk moving the asset price in an illiquid market, resulting in less favorable entry or exit prices for traders. Iceberg orders are designed to mask large orders and limit the impact of price slippage.
Jun 3, 2024
6

P2P
Trading basics
Trading guide
The ultimate guide to P2P trading: How to convert crypto to fiat
The OKX P2P Marketplace enables you to exchange crypto peer-to-peer (P2P) with other users, using your preferred local currency. Since you are exchanging directly with other users, it offers a wider r
Mar 27, 2025
219
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