BTC — — ETH — — BTC perp funding — ETH perp funding —
LONG READS · 13 ARTICLES

OKX Perpetual Field Guides.

Thirteen long reads — funding rate and fees, liq-price math, grid density, Kelly sizing, liquidation heatmap. Each one gives you the formula plus a set of numbers you can work through yourself. Data comes straight from the OKX public REST API.

FUNDING · COST

OKX perp fees and funding rate, fully unpacked

Maker 0.02% / taker 0.05% ladder, the 8-hour funding settlement cycle, annualised math, with a 100 USDT × 10x worked example.

Read · ~14 min →
LEVERAGE · MATH

Leverage vs liq price, the math

Isolated vs cross, maintenance-margin rate 0.4-0.6%, partial-liquidation thresholds, with hand-calculated liq prices for longs and shorts.

Read · ~13 min →
GRID · STRATEGY

Grid strategy handbook

OKX grid-bot parameters — price band, density, arithmetic vs geometric, single-grid yield — plus a 1,000 USDT × BTC 60k-80k × 50-grid 30-day backtest.

Read · ~15 min →
RISK · PARADOX

The stop-loss vs position-size paradox

Three variables — win rate, payoff, position size — and nine combinations showing why "tight stop, big size" usually loses.

Read · ~12 min →
ACCOUNT · SIGN-UP

OKX sign-up guide: account setup order for perp traders

Settle the fee tier, KYC level and security switches while the account is still empty — then price the liquidation before your first order.

Read · ~18 min →
KYC · FIXES

OKX KYC verification failed? 8 reasons and how to fix each

Glare, expired ID, name mismatch, region limits, a failed face check, no SMS code — the eight usual causes, each with the fix that clears it.

Read · ~11 min →
RISK · HANDS-ON

OKX TP/SL and conditional orders, fully explained

Five ways to set TP/SL on OKX, trigger vs order price, mark vs last price, market vs limit stop — and the default a beginner should run.

Read · ~10 min →
HEATMAP · READING

Reading the liquidation heatmap

How CoinGlass builds the heatmap, what a magnet price means, how liquidity clusters form. With the 2024-08-05 BTC $49k case.

Read · ~11 min →
FLOW · WORKFLOW

OKX perpetual 24h workflow

Deposit, internal transfer, open, monitor, close, withdraw — six steps, each mapped to the actual OKX button.

Read · ~16 min →
DATA · L/S RATIO

Long/short ratio vs Top Trader

OKX's four long/short feeds — global account, global position, top-trader account, top-trader position — and why LSR > 2.5 is a contrarian signal.

Read · ~12 min →
KELLY · SIZING

Kelly Criterion and real position sizing

The f = (bp − q)/b formula, decomposed. Why crypto perps demand half or quarter Kelly, with a 55% win-rate × 1.5 payoff example.

Read · ~13 min →
NEWBIE · TRAPS

The 5 most common perp rookie mistakes

First-time BTC/ETH perp blowups concentrate in five scenarios — all-in cross, no stops, wrong leverage, missed funding, weekend gaps.

Read · ~10 min →
VIP · LADDER

OKX VIP tiers and the perpetual fee ladder

VIP0 through VIP8 thresholds, asset vs 30-day volume requirements, perpetual maker/taker tier ladder, plus Affiliate stacking.

Read · ~11 min →
COMPARE · PICK

Perp vs spot vs margin vs options — which one fits you

Four crypto products, four risk profiles. Same 1,000 USDT BTC trade, 30 days, four different PnL profiles. Four questions to pick yours.

Read · ~12 min →
LIQUIDATION · AFTER THE FILL

You weren't liquidated, but the system cut your position: insurance fund and ADL

A liquidation order still has to fill. The insurance fund absorbs what's left over; when it can't, ADL cuts the profitable side — and the queue is ordered by profit ratio and effective leverage.

Read · ~11 min →
MARGIN · MODE

Isolated or cross margin? How to choose on OKX perpetuals

Isolated fences the loss inside one position; cross lets the whole account balance absorb it — harder to liquidate, but it can drain everything.

Read · ~12 min →
REPLAY · POSTMORTEM

The 2024-08-05 BTC flash crash, replayed

BOJ hike + carry-trade unwind + thin August liquidity took BTC from $62,500 to a $48,830 low. Full minute-by-minute timeline.

Read · ~14 min →
RISK SETTING · NO UNDO

Once a futures cool-off period starts, you can't undo it: what it blocks, what it allows, and what the July upgrade changed

Existing positions can still be reduced, closed and have margin and leverage adjusted, while adding to or opening positions is rejected; since the 2026-07-07 upgrade, API, bots, strategy orders and copy trading are blocked too.

Read · ~11 min →
CONTRACT SPECS · SIZING

OKX sets each perpetual's contract size in coins or in US dollars

One BTCUSDT contract on OKX is 0.01 BTC and one ETHUSDT contract 0.1 ETH, orderable from 0.01 contracts; the $100 contract is coin-margined BTCUSD.

Read · ~8 min →
POSITION MODE · ONE-WAY VS HEDGE

Why did opening a short on OKX close my long position?

On OKX perpetuals, one-way mode closes your long when you open a short, while hedge mode keeps both. See where to switch and how posSide changes in the API.

Read · ~9 min →