Trading Guide
Trading tips and strategies
Crypto Trading Strategies: From Day Trading to Long-Term Holding
Crypto Trading Strategies: From Day Trading to Long-Term Holding - Learn how to get started with OKX, the world's top 2 cryptocurrency exchange. Safe, reliable, and user-friendly platform for all traders.
Spot vs Futures Trading: Which is Better for Beginners?
Spot vs Futures Trading: Which is Better for Beginners? - Learn how to get started with OKX, the world's top 2 cryptocurrency exchange. Safe, reliable, and user-friendly platform for all traders.
Complete Guide to OKX Margin Trading: The Right Way to Amplify Returns
Detailed explanation of OKX margin trading principles, operational procedures, risk control, and practical strategies to help you safely use leverage to amplify returns.
OKX Futures Trading Complete Guide: From Beginner to Expert Strategies
Comprehensive guide to OKX futures trading covering core concepts, operational procedures, and practical strategies. From basic perpetual and delivery contracts to advanced leverage management and risk control.
Can You Profit When Bitcoin Falls? How to Trade Futures Contracts
As the digital currency market represented by Bitcoin continues to expand, various forms of derivatives trading have gradually emerged alongside spot trading as risk hedging tools, with futures contra
Lesson 4: Understanding the Meaning and Differences Between Last Traded Price, Index Price, and Mark Price
In our daily trading interface, we encounter three types of prices: the last traded price, index price, and mark price. What are the connections and differences between these three prices?
How to Use OKX's Trading Tools for Strategy Trading?
Beyond using trading tools and financial products to earn cryptocurrency on OKX, the platform also offers strategy trading tools to help traders achieve automated trading. In this guide, we will provi
Tips and Tricks for Using OKX V5 API (1)
When OKX launched the Unified Account Trading system, it also upgraded the API from V3 to V5, bringing more and improved features. This article explains the changes in V5 API compared to V3 API, as we
Digital Assets Options Trading Guide (Part 2): Options vs. Futures/Perpetual Swaps
Many traders often struggle to understand the difference between digital assets options and futures/perpetual swaps when they first start exploring options. Let's use the following case study to illus
API Tutorial (3) Retrieving Public Data
This article may contain product-related content not applicable to your region. This article is only intended to provide general information and does not accept responsibility for any factual errors o
API Tutorial (1) V5 API Trading and Application
This article may contain product-related content not applicable to your region. This article is intended solely to provide general information and does not make any representations or warranties as to
API Tutorial (Part 5): WebSocket API Introduction and Notes
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API Tutorial (Part 2) — How to Use the Interactive Browser
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API Tutorial(IV) Get Personal Data
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C2C Buy Crypto Operation Guide
C2C (Consumer to Consumer, peer-to-peer trading) is a common mode of cryptocurrency trading. In the OKX C2C Buy Crypto zone, you can independently choose merchants for buying and selling based on merc
C2C Sell Crypto Operation Guide
C2C (Consumer to Consumer, peer-to-peer Trading) is a common mode of cryptocurrency trading. In the OKX C2C Buy Crypto section, you can independently choose merchants for buying and selling based on m
How to Switch DNS to Improve Network Stability
This tutorial teaches you how to switch DNS on **Windows10, **Windows****8. 1,Windows7, Mac OS operating systems to enhance system stability and achieve a better operational experience.
How to Find My Transaction ID
When transferring digital assets via withdrawal, after the transaction is successfully sent, the blockchain will generate a transaction ID for this withdrawal, which is the hash value, abbreviated as
Introduction to K-Line Order Function
Currently, OKX unified account's K-line order functionality has been officially launched. What are the main contents included, and what are the specific operation steps? This article will provide a de
K-Line from Zero | 1: From Price to K-Line
Trends have patterns, understand the language of price;
Zero Basics to K-line | 10 Bottom-Fishing Patterns—"W" Bottom
Trends govern the rise and fall; understand price language;
Candlestick Charts for Beginners | 11 Bottom-Fishing Patterns — Rounding Bottom
Price movements follow trends; understand the language of price;
Zero-Basics of Candlestick Charts | 13 Top Escape Pattern — "M" Head
Uptrends and downtrends reveal price action;
Zero Basics of K-Line | 14 Top Escape Pattern — Rounding Top
Price movements follow trends; understand the language of price;
Candlestick Charts from Scratch | 15 Smart Money Patterns 1 — Trading Range
Trends drive price action — learn to read the language of charts;
Zero Basics to Learn K-Line | 17 Smart Money Layout Patterns 3 — Wedge
Uptrends and downtrends exist; learn to read price language;
Zero to Hero in Candlestick Charts | Part 18: Pennant Patterns — The Smart Money Blueprint (4)
Trends drive price action; learn the language of charts;
K-Line from Zero | 19: Common Analysis Indicators 1 — Moving Average (MA)
Rises and falls follow trends; understand the language of prices;
Zero Basics: Learn K-Line Charts | 2. Evolution and Meaning of Single Candlesticks
Trends drive price movement, read the language of the market;
Learn K-Line from Zero | 20 Common Analysis Indicators 2 — Trading Volume
Price trends speak volumes; trading signals eliminate guesswork.
Learn Candlestick Charts from Zero | 21 Common Analysis Indicators 3—Bollinger Bands
Price movements follow trends, understand the language of prices;
Zero Basics to Learn K-Line | 3 Bullish K-Line Patterns
Price movements follow trends — learn to read the language of price;
Zero-Based Candlestick Learning | 4 Bearish Candlestick Combinations
Price movements have trends, learn to read the language of price;
Zero-Basics Guide to K-Line Charts | 5 Importance of K-Line Pattern Application
Trends drive price movements, learn to read the language of price;
Zero Basics to Learn K-line | 6 Trend Recognition and Classification
Trends determine rise and fall; master the language of price;
K-Line from Zero: Lesson 7 | Trends and Time Frames
Trends drive prices — learn to read their language;
K-Line from Zero | 8: Trend-Following Trading Rules
Rises and falls have trends; understand the language of prices;
K-Line from Zero | 9: Bottom-Fishing Pattern — Head and Shoulders Bottom
Price movements have trends; understand the language of prices;
Learn K-Line Patterns from Scratch | 12 Top-Exit Patterns — Head and Shoulders Top
Prices move in trends; understand the language of price;
K-Line from Zero | 22: Common Analysis Indicators 4 — MACD
Markets have trends, understand the language of price;
K-Line from Zero | 23: Common Analysis Indicators 5 — KDJ
Trends have patterns, understand the language of prices;
Zero Basics to Learn Candlestick Charts | 24 Common Analysis Indicators 6 — RSI
Trends drive price movements, learn to read the language of markets;
Zero-Basics Guide to candlestick Patterns: 25 Common Analysis Indicators — SAR
Trends drive price movements — learn to read what the market is saying.
K-Line from Zero | 26: Common Analysis Indicators 8 — TD
Rises and falls have trends; understand the language of prices;
Learn Candlestick Charts from Scratch | 27 Common Analysis Indicators 9 — OKX Trading Big Data Indicators
Price movements have trends; understand the language of prices;
K-Line from Zero | 28: Common Analysis Indicators 10 — Comprehensive Multi-Indicator Practical Application
Trends have ups and downs, understand the language of prices;
Why do some digital assets require a Memo/Tag?
For easy management or as required by the project, the platform assigns different labels/tags (Memo/Tag) to deposit addresses for some of the user's cryptocurrencies. A Memo is a unique digital string
Easier Than Copying Strategies? Follow Top Traders with One Click on OKX and Let Them Help You Earn
Whether in traditional finance or the cryptocurrency market, strategy trading is a crucial component of any trading system. When facing complex trading environments and extreme market conditions, even
OKX Signal Square Launches: How to Directly Use Signals to Create Signal Strategies?
OKX Signal Square supports signal creators to publish signals to Signal Square while creating them. Signal consumers can select signals based on their comprehensive performance, and choose to subscrib
Deposit & Withdrawal FAQ (QA)
1. What should I do if I selected the wrong chain when withdrawing from another platform to OKX?
What to Do After Triggering T+N Restrictions?
The T+N (Buy Crypto Security Protection) feature means that when you Buy Crypto through C2C on the platform, the platform's risk control system will comprehensively assess your trading risk and impose
What Are the Differences Between USDT-Margined and Coin-Margined Contracts?
USDT-margined contracts and coin-margined contracts mainly differ in 4 aspects: margin type, quotation unit, contract value, and the currency used for calculating profit and loss are all different.
How to Conduct Digital Assets Trading: Using USDT to Purchase Bitcoin (BTC) as an Example
Spot trading, also known as cash trading, refers to the trading of one cryptocurrency for another cryptocurrency, using one cryptocurrency as the pricing unit to purchase other cryptocurrencies. Spot
Deliverable Contracts vs. Perpetual Contracts 1: Deliverable Contracts Have Delivery Dates, Perpetual Contracts Do Not
There are three main differences between perpetual contracts and deliverable contracts. The first difference is: perpetual contracts have no delivery date, so theoretically as long as the contract is
Futures Contracts vs. Perpetual Contracts 2: Perpetual Contracts Use Funding Rates to Anchor Spot Prices
There are three main differences between perpetual futures and delivered futures. The second difference is: compared to delivered futures, perpetual futures have funding fees. This is because perpetua
Delivery Contracts vs. Perpetual Contracts 3: How to Collect and View Perpetual Contract Funding Fees?
Funding fees are collected every 8 hours. You can view the current funding rate in the perpetual contract details.
Delivery Contracts vs. Perpetual Contracts 4: Different Mark Prices
There are three main differences between perpetual contracts and delivery contracts. The third difference is: different mark prices. Both delivery contracts and perpetual contracts use mark prices to
How to Deposit? (Web)
Deposit refers to transferring crypto assets from a wallet or crypto platform account to your OKX account. If you're transferring assets between OKX accounts, you can choose internal transfer to avoid
I. What Is Strategy Trading
Strategy Trading is the use of quantitative strategies for trading, often referred to as quantitative strategy trading in traditional financial markets.
Understanding OKX Dual Investment
OKX Dual Investment: Dual Investment is a non-principal-protected, high-return advanced investment product. By selecting the strike price of supported cryptocurrencies, returns are settled based on pr
Understanding OKX Reverse Position Opening
OKX Reverse Position Opening is an efficient tool for real-time position direction adjustment, greatly improving operational efficiency and response speed. With just one click, users can immediately c
Understanding OKX Yield Hunter
Yield Hunter is a non-principal-guaranteed Trading product that helps OKX users achieve higher annualized returns. The underlying product of Yield Hunter is options products. When investing in Yield H
Understanding Arbitrage Orders
From a market perspective, when the market fluctuates irrationally, prices may deviate from normal levels. When arbitrage funds participate in trading, they promote prices to return to normal more qui
Everything You Need to Know About Dip-Picking and Peak-Escaping Tools
Sell the Peak is a premium exit strategy trading method. If you want to sell a certain amount of tokens above the current market price, but are concerned that the order price is too high to execute, y
Understanding Strategy Copy Trading
OKX Strategy Copy Trading is a strategy copy trading system established by OKX in the Strategy Square. The platform carefully selects top strategy traders, and users can one-click run copy trading str
One-Click Borrowing Feature Launch: Building Professional-Level Leverage Trading
To address user concerns about the abstract and difficult-to-understand concept of margin in leverage trading, and to make leverage trading simpler and more direct, OKX has specially launched the one-
7. Strategic Trading Series — Perpetual Grid
Many users employ spot grids to capture profits during oscillating markets, but they also encounter some challenges:
3. Strategic Trading Series — Dollar-Cost Averaging Strategy
If you have some funds and want to buy digital assets but lack trading experience and don't dare to enter the market rashly — because you know there's a significant 80/20 rule in investing, where only
Why is my deposit not arriving?
When depositing digital assets from other exchanges or wallets to your OKX account, your deposit may not arrive for the following common reasons:
Why hasn't my withdrawal arrived yet?
When withdrawing digital assets from your OKX account to another exchange or wallet, the funds may not arrive. This is usually caused by one of the following reasons:
Why Fund Transfers Are Needed
On OKX, digital assets are held in two separate accounts: the Funds Account and the Trading Account. Each account serves a distinct purpose and operates independently. Fund transfers are required to m
Why Do Account Assets Frequently Fluctuate
Q: I used 100 yuan to Buy Crypto, and Account Assets showed 100 yuan, but after a while the Assets became less. I didn't sell any coins. What's going on?
9. Strategic Trading Series — Arbitrage Orders
Why does arbitrage trading exist?
Set Up Payment Methods for Buying and Selling Digital Assets
01 Open the OKX App (Download Tutorial), click the Buy Crypto button on the homepage to enter the Trading area.
After Buying Crypto, Why Can't I Withdraw or Sell Immediately?
To enhance C2C Trading security, OKX has launched a "T+N" security protection feature. This means that all equivalent assets purchased through active C2C Trading orders must wait "T+N" days before the
2. Strategic Trading Series — Spot Grid
Markets spend most of the time in consolidation, with only a small portion of the time moving in trends. Although digital assets are highly volatile, taking BTC's trajectory from 2018 to present as an
V. Strategy Trading Series — HODL
We often have this speculation:
Trading Tools Tutorial
On the market data page, click the Trading Data button. Trading Data provides trading data for spot, contracts, and options. You can select a currency to view its buying and selling activity, long/sho
What is USDT-Margined Contracts?
USDT-Margined contracts use USDT as the margin and profit/loss calculation currency, including USDT perpetuals and delivery contracts, with the denomination in USDT. Each USDT-Margined perpetual contr
What is Spot Trading?
Spot Trading, also known as spot trading, refers to the trading of one cryptocurrency against another, using one cryptocurrency as the pricing unit to purchase other cryptocurrencies. Spot Trading can
What is Coin-Margined Contracts?
Coin-margined contracts use the underlying cryptocurrency (such as BTC, ETH, etc.) as both the margin and the currency for profit and loss calculation, including coin-margined perpetual and delivery c
What to Do if the Seller Doesn't Release Coins After Payment
1. As the buyer in P2P Trading, after you complete the transfer and mark the order as Paid, if the seller does not confirm receipt within 12 hours, the system will automatically generate a ticket and
Spread Express: Higher Efficiency and Lower Cost Spread Strategy Arbitrage Tool
Spread Express is a newly launched spread order book in the liquidity market. In this order book, you can trade any spread strategy combination with one click, executing both legs simultaneously.
Part 6, Strategy Trading Series — Price Lock
We all encounter such scenarios: when prices rise continuously, directly chasing the rally means the price is too high; if you want to wait for a pullback before buying, you worry you won't be able to
11. Strategic Trading Series — TWAP (Time-Weighted Average Price)
When users face large positions, the iceberg strategy can split large orders, hide orders, and reduce slippage. However, orders placed away from the market price may not be fully filled, increasing op
X. Strategy Trading Series — Iceberg Order
Many well-known traders or institutions face problems when trading with large positions. Once the trading scale is large enough and the position is exposed, they may face many unnecessary troubles. Fo
How to Set Payment Information When Selling Crypto
When selling crypto, you need to set up your payment information to facilitate payments from the buyer. You can set up your payment information in advance before selling, or you can set it up directly
How Is the Contract Delivery Price and Option Strike Price Calculated?
When coin-based margin delivery contracts, USDT-margined delivery contracts, and coin-based options contracts reach expiration, the platform calculates the weighted average of the index price in the l
How to Calculate Returns in Futures Trading?
Long position returns = Face value × Number of contracts opened / Opening price - Face value × Number of contracts opened / Closing price
Futures Trading Beginner's Guide
As the market scale of digital assets represented by Bitcoin continues to expand, various forms of derivative trading have gradually emerged beyond spot trading as a tool to hedge risk. Among them, fu
Contract Bill Terms Explained
Refers to the profit or loss generated from closed positions from the last delivery/settlement time to the current point in time. Realized P&L is included in Account equity, can be used as margin, but
Countries/Regions Where OKX Does Not Support Registration
OKX currently does not support providing services to customers from the following regions: certain U.S. territories such as New York, Texas, Puerto Rico, American Samoa, Guam, the Commonwealth of the
How to use OKX "Dual Currency" wealth management?
OKX Dual Currency is a wealth management product that utilizes options. It is a non-principal-protected, high-return advanced investment product that quickly, conveniently, and securely meets multi-sc
How to Use Take Profit & Stop Loss
Take Profit & Stop Loss is a type of conditional order. Users can pre-set a trigger price and an order price. When the market price reaches the trigger price, the system will automatically place a
How to Use Options for Trading? Bitcoin Market as an Example (Part 1)
Current possible Bitcoin price trend on December 13th:
How to Use Options for Trading? Bitcoin Market Analysis Example (3)
Strategy Introduction**: **
How to Use Options for Trading? Bitcoin Market Example (Part 2)
" For option buyers, the leverage ratio is directly proportional to risk. The higher the leverage, the lower the probability of the option being exercised. Although the upfront cost is lower, the prob
How to Trade Options? Using Bitcoin as an Example (Part 4)
Strategy Introduction:
How to Hold Both Long and Short Contract Positions Simultaneously
When executing hedging or position locking operations, if you wish to hold both long and short contract positions simultaneously, how would you set it up? It's actually quite simple—just select "Order
How to Conduct Block Trading on OKX's Liquidity Marketplace?
OKX Liquidity Marketplace is a Request for Quote (RFQ) trading platform designed for professional institutions and high-net-worth individuals to execute various block trades.
How to Deposit Digital Assets to OKX
Deposit refers to transferring crypto assets from a crypto wallet or other crypto platform account to your OKX account. If you want to transfer assets between OKX accounts, you can select internal tra
How to Quickly Buy Bitcoin
For first-time cryptocurrency buyers, you must complete identity verification first, then use OKX's Quick Buy feature to own your digital assets in three simple steps.
How to Become an OKX Certified Merchant?
To become an OKX certified merchant, you need to complete identity verification, margin payment, and document submission as required. After platform approval, you can become a C2C trading merchant. Th
How to View "Order History"?
After placing an order, how do you view related records?
How to Activate and Use OKX Futures Trial Funds
Join the event now:Quickly connect to OKX and claim trial funds
How to Deposit or Withdraw via Lightning Network on OKX
Use Lightning Network for efficient, low-fee Bitcoin trading
What Are "Order Value" and "Filled Value"?
Order Quantity × Order Price = Order Value, which is the total expected order value when placing an order.
What Are "Order Price" and "Average Execution Price"?
Order Price: The expected execution price you enter when placing an order
What Are "Total Order Quantity" and "Filled Quantity"?
In the order details of order history, total order quantity and filled quantity are a pair of related concepts.
Earn Interest on Your Crypto: EARN Products Offer Attractive Stable Returns
Nowadays, everyone hopes to earn extra income through wealth management. Compared to depositing money in a bank to earn interest, earning passive income by holding digital assets is more convenient an
Understanding Trading Pair Information
K-line View: Click the K-line button next to the price in the upper right corner. The upper part of the page contains trading pairs, price changes, traded price, volume, and other information. Below i
How Are Spot Trading Fees Calculated?
The rule for spot trading fee collection is: whichever token you receive, that same token will be deducted as the trading fee. The amount deducted is calculated by multiplying the quantity of the toke
Spot Margin Trading Terminology and Calculation Formulas
This tutorial will explain a series of terms related to margin trading:
Closing Position Profit and Loss Calculation
In the previous tutorial video, we taught you how to buy or sell options contracts on OKX. In this video, we will teach you how to close positions and calculate closing losses.
Quick Overview of Accumulate Strategy
Accumulate Strategy is an automated strategy that intelligently and dynamically rebalances a user-selected portfolio of cryptocurrencies. Dynamic rebalancing helps maintain constant proportions of eac
Quick Overview of OKX Products and Features
OKX (www.okx.com) is one of the world's leading digital asset service platforms, primarily providing global users with spot and derivatives trading services for Bitcoin, Ethereum, and other digital as
When Will Withdrawals Be Credited? What Are the Fees?
The withdrawal credit time depends on the confirmation speed of network miners, as well as the number of deposit confirmations required by the receiving platform. Generally, the withdrawal fee determi
What to Do If You Make a Mistake During Withdrawal?
When making an on-chain withdrawal on OKX, what should you do if you discover an error after completing the withdrawal process? You can refer to the following methods:
![[Guide] How Can Trading Newcomers Explore the New World of Crypto?](/images/articles/攻略交易新手如何探索加密新世界-1774352733081.webp)
[Guide] How Can Trading Newcomers Explore the New World of Crypto?
Since its inception in 2009, BTC has journeyed for over a decade, growing from a niche interest into a popular investment product, and giving rise to numerous hot crypto ecosystems and investment sect
When will digital asset deposits be credited? What are the fees?
When will digital asset deposits be credited: Deposits require network confirmations to be credited. Different cryptocurrencies require different numbers of network confirmations. Since network confir
Digital Asset Options Beginner's Guide (Part 1): What Are Digital Asset Options
Cryptocurrency investors often have these questions:
Digital Asset Options Introduction Guide (3): Options Market Mechanisms
When trading options for the first time, many ordinary investors feel unaccustomed to it, because in the options market, the option price (premium) reflects the price of "rights" rather than the price
Options Positions and Closing Positions
Click "All Positions" to view all current options contract positions in your account. Select the contract you want to close, such as "BTCUSD-20200327-6000-P", and click "Quick Close" on the right. A s
Options P&L Calculation
Before an options contract expires, users can voluntarily decide to buy or sell options contracts based on market conditions and personal preferences. Once a user buys or sells an options contract, th
So Many Options — Which One Should You Choose?
This article may contain product-related content that does not apply to your region. This article is provided for general informational purposes only and we make no representation as to any inaccuraci
OKX Strategy Alert Feature: Stay Ahead of Market Risks with Real-Time Alerts
TradingView is a well-known professional charting and analysis platform in the financial markets. Based on its powerful charting and indicator capabilities, it is widely used by numerous market data p
Bull Calendar Spread Strategy
The bull calendar spread strategy is a type of options trading strategy. It involves buying a call option with a later expiration date and selling a call option with an earlier expiration date at the
Bear Calendar Spread Strategy
The bear calendar spread strategy is a type of options trading strategy. It involves simultaneously buying a put option with a later expiration date and selling a put option with an earlier expiration
Private Copy Trading
Private Copy Trading traders can only establish copy-trading relationships with invited users. Other users cannot copy them (users who are already copying are not affected). Private Copy Trading trade
Grid Strategy Adds Trigger Conditions to Precisely Capture Every Investment Opportunity
In trading markets, whether in bull or bear markets, unilateral trends are relatively rare. Most of the time, asset prices fluctuate within a certain range, commonly known as a sideways or oscillating
Learn K-Line Charts from Zero - Lesson 1: From Price to K-Line
K-line charts are a fundamental tool for technical analysis. This series will take you through K-line analysis from scratch, systematically.
OKX Spot Trading Complete Guide
This article provides a detailed introduction to spot trading on OKX, from account registration to completing your first trade.