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Strategies (112)
Discover new strategies for trading and managing your crypto.

Strategies
What is a whipsaw in crypto trading?
Whipsaw refers to a situation where the price of an asset is moving in one direction but suddenly reverses and moves in the opposite direction. A whipsaw can occur when prices are rising or falling, and are typically seen during periods of high . That's why traders in the notoriously turbulent crypto markets would be wise to read up on whipsaws. OKX is here to help.
Nov 8, 2024
Beginners
1

Options
Strategies
Crypto option strike price guide: how to determine moneyness
With crypto options, the concepts of strike price and 'moneyness' play pivotal roles in determining the value and potential gains when trading crypto option contracts. For option traders interested in maximizing gains or effectively managing risk, understanding these terms is essential given the volatility involved with the crypto space.
Nov 1, 2024

Strategies
What is slippage in crypto trading?
Slippage describes a situation where the expected price of a trade is different from the price obtained when the trade is executed. Slippage usually occurs when a trading platform can’t immediately execute a trade at the preferred price.
Oct 25, 2024
Beginners
1

Strategies
Options
Option Greeks explained: a guide for crypto option traders
When trading crypto options, having a solid understanding of market behavior and risk is crucial. One of the most effective ways to assess and manage these risks is by using the option Greeks. As a set of metrics that provide insights into how various factors affect the pricing of options, option traders can evaluate how lucrative their trades will be by basing their calculations on these option Greeks.
Oct 24, 2024
Intermediate
1

Strategies
What is a crypto whale and how do they affect the markets?
The crypto market is one of the most volatile markets in the world, and is one of the reasons why the crypto sector has become so popular in recent years. Usually, the prices change due to positive or negative news, major developments, and controversies. There are also cases when crypto prices change due to price manipulation. In order to manipulate the price of global assets such as cryptos, you need a significant amount of capital. However, there are some people who have this kind of capital and can impact the market quite severely.
Oct 24, 2024
344

Strategies
What are crypto flash crashes: how to survive any flash crash
“The time to buy is when there’s blood in the streets, even if the blood is your own.” Despite being said by British banker Nathan Rothschild centuries ago, the quote is one that still holds relevance to this day. During times of crypto flash crashes, emotions can often take over. This can impair a trader’s ability to identify opportunities when the crypto market is overcome by fear and uncertainty. Whether you’re intending to follow through with Baron Rothschild’s quote or are planning to mitigate the risk of your holdings, it’s important to have an action plan when crypto flash crashes occur. From understanding what are crypto flash crashes to mitigating your risk with possible actions, here’s everything you need to know with our crypto flash crash survival guide.
Sep 17, 2024
Beginners
5

Strategies
Crypto vs forex trading: which is right for you?
Cryptocurrency trading and forex trading are two popular investment options in the financial world. Cryptocurrency trading involves buying and selling digital currencies like Bitcoin, Ethereum and Litecoin on a decentralized digital exchange.
Jul 15, 2024
13

Strategies
What are Telegram trading bots: how to trade crypto in Telegram
Blink and you’ll miss it. That’s how quickly some potential crypto trading opportunities can seemingly pass you by if you’re new to the crypto trading scene. Fortunately, many crypto trading tools today help ease beginners into the process of and navigating the onchain trading process. Enter Telegram trading bots: the new kid on the block that’s become increasingly popular among crypto enthusiasts because of the unmatched convenience on offer.
Sep 2, 2024
Intermediate
17

Strategies
Market Updates
Crypto and rate hikes: why Fed meetings impact crypto prices
Known for its volatility and unpredictability, the crypto market can sometimes feel like a rollercoaster ride even for veteran crypto traders. Amid the ups and downs, there's one factor that often impacts said volatility and often flies under the radar: the U.S. Federal Reserve (also known as the 'Fed') and its interest rate decisions. As much as crypto enthusiasts will say crypto is detached from the realm of traditional finance (TradFi), what happens in these government meetings can technically have a sizable impact on the price of your favorite cryptocurrencies.
Apr 28, 2025
Intermediate
3

Options
Strategies
Option expiration dates: what happens when options expire?
Have you seen 'DTE' while scrolling through social media and wondered what it means? DTE, or 'days to expiry,' indicates how long remains before an option contract expires. Curious how expiration dates affect option premiums and impact your trading strategy? Whether you're new to options trading or curious about the nuances of crypto markets, this guide will provide you with all the information you need to navigate expiration dates confidently. From explaining what options expiration dates are to understanding what happens when options expire, here's everything you need to know about crypto option expiration dates.
Oct 15, 2024
Intermediate
6

Strategies
Options
How to execute put call parity arbitrage with crypto options
The concept of arbitrage has long intrigued traders, and traders dabbling with crypto options are no exception. From capitalizing on market pricing inefficiencies to exploiting the unique pricing of derivatives like , arbitrageurs can strategically generate gains by simultaneously buying and selling identical assets thanks to the pricing differences between them. One such opportunity lies in understanding and making use of put call parity.
Sep 18, 2024
Advanced

Bitcoin
Options
Strategies
Bitcoin halving price predictions: options strategies for all outlooks
The Bitcoin blockchain underwent a major event in April 2024: the Bitcoin halving. Expected to take place roughly every four years, this mechanism was written into Bitcoin's code during its inception and aims to slow down the creation of new bitcoins and eventually reach a finite supply of 21 million BTC. Similar to huge network upgrades like the Ethereum Merge and , the halving is a highly anticipated event that can significantly impact Bitcoin miners and traders.
Jul 2, 2025
Intermediate
39

Strategies
Order Types
What is margin? Leverage your crypto trades for amplified results
There's no shortage of exciting possibilities in crypto. For the crypto-curious, the potential for significant returns can be incredibly enticing. But what if there was a way to amplify your gains (or losses) in the market? Enter margin trading and leverage, both powerful tools that can supercharge your returns — but also magnify your risks.
Jul 15, 2025
Advanced
33

Strategies
What is Fibonacci retracement: how to trade with the golden ratio
Does it sometimes feel like you're guessing when trading crypto? Given the notoriously volatile price swings for various coins and tokens, it's certainly challenging to predict future movements. This is where (TA) comes in handy, as TA uses historical price data and various indicators to identify potential trading opportunities.
Jul 15, 2025
Intermediate
51

Strategies
What is a market order?
In crypto, a market order is an instruction to buy or sell an asset at the best current market price. By placing a market order, you're looking to execute a trade immediately. This order type is commonly used by traders, and orders are typically (but not always) completed instantly when there's enough liquidity available in the market.
Jul 15, 2025
Beginners
3

Strategies
What is dollar cost averaging (DCA)?
Dollar cost averaging (DCA) is a trading method consisting of purchasing a fixed amount of an asset at consistent intervals over a sustained period of time, rather than buying all at once. In theory, applying DCA can reduce the overall impact of volatility on a portfolio and reduce the average cost per unit of the asset being traded. That's because, if executed properly, this method can help the trader buy regularly when prices dip — assuming the market sees both highs and lows. DCA isn't without its tradeoffs, however, and it's important to keep a balanced view on the tactic's pros and cons.
Jul 15, 2025
Beginners
18

Options
Strategies
ITM vs OTM options: a guide for crypto option traders
Unlike trading spot or futures contracts, crypto options trading offers unique opportunities to simultaneously lock in gains based on changes in volatility and manage overall risk exposure. It's ultimately this versatility that draws crypto option traders to the tactic. To remain a successful trader over time, a critical options trading concept to master is the idea of In-The-Money (ITM) and Out-Of-The-Money (OTM) options. With ITM and OTM options representing varying levels of risk and reward, it might seem daunting to dive into. In this guide, we’ll break down the essentials of ITM and OTM options, comparing their pros, cons, and the crypto option strategies that traders use to gain an edge in the crypto markets.
Jul 23, 2025
Intermediate

Strategies
What is crypto bot trading: automating your trades with our bots
Does the idea of manual trading feel daunting? Thanks to the availability of crypto trading bots under our Smart Trading product suite, you too can effortlessly automate your trades and enter the world of trading algorithms and bot trading in one click. With the help of bot trading, you'll no longer have to keep your eyes glued to the charts to execute trades as your pre-programmed bots will simply make the trades for you.
May 31, 2025
Beginners
51

Technical analysis
Strategies
What is Fully Diluted Valuation (FDV): crypto meme or red flag?
In a crypto bull run where (almost) all boats rise with the tide and most crypto projects seem exceedingly promising, crypto valuation metrics are sometimes overlooked in favor of the hype driving these exciting new projects. As a result, we often see Fully Diluted Valuation (FDV) numbers reaching astronomical highs for various coins and tokens, despite possessing market capitalizations that are mere fractions of their FDV.
Jun 17, 2024
Advanced
4

Strategies
Trading tools
Introduction
What is signal trading: using indicators to make educated trades
In the fast-paced and ever-evolving world of financial markets, it seems like there's a new trading tool or algorithm being developed every day that's demanding your attention. In an environment where having a competitive edge is key for crypto traders, not making use of these tools can make you feel like you're on the backfoot. Fortunately, with our revolutionary Signal Trading platform that's seamlessly integrated with TradingView, crypto traders can feel empowered with the ability to harness the potential of essential indicators that guide informed trading decisions.
Jun 16, 2025
Advanced
244

Strategies
What is open interest in crypto?
*This article discusses products that are not available in all regions. Open interest (OI) is a metric that shows the total number of outstanding derivatives contracts, such as futures or options, that remain unsettled. OI is used by traders to measure market activity and sentiment towards a specific asset. The metric achieves this by showing the total number of active contracts at a certain moment in time.
Jun 9, 2025
Intermediate
17

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
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