Please arrange the investment period (daily, weekly, or monthly) and amount by yourself. The strategy also allows for investing in up to 20 currencies simultaneously, freely adjusting the allocation ratio to build your own investment portfolio.
Spot Martingale Strategy
The spot Martingale strategy involves buying after a fixed percentage drop in the target price and automatically selling when the market reverses, reaching the preset profit-taking percentage. Compared to the dollar-cost averaging strategy, the Martingale strategy offers more flexibility in cost control and is suitable for medium to long-term volatile markets.
OKX spot Martingale strategy allows investors to adjust strategy parameters according to their trading habits and risk preferences, such as the profit-taking target for each trade and the multiple of additional investment. New users can first try the AI strategy parameters provided by OKX.
Contract Martingale
The contract Martingale strategy is similar to the spot Martingale strategy, with the difference being the trading of long or short position contracts instead of spot assets. This strategy can set leverage to maximize profits, but leveraged trading comes with its own risks, and it is recommended to fully understand them before use.
Portfolio Arbitrage Strategy
HODLer
The HODLer strategy applies the concept of “rebalancing.” Traders use HODLer to automatically adjust the proportions of various assets in the investment portfolio when the market fluctuates, restoring the original preset investment allocation. For example, in a BTC and ETH portfolio with a 1:1 ratio, if the market value of BTC increases in the portfolio after a period, the HODLer strategy will exchange BTC for ETH to restore the 1:1 allocation.
In the OKX HODLer strategy settings, traders can choose multiple currencies (up to 10) to form an investment portfolio, set the proportion of each currency in the portfolio, and select the triggering method for rebalancing. “Proportional balance” triggers rebalancing based on currency fluctuation ratios, while “timed balance” detects deviations at fixed time intervals and triggers rebalancing.
The crypto market often experiences sector rotation during an uptrend, where different cryptocurrencies in various sectors take turns to rise. Some investors use the HODLer strategy to build multi-sector investment portfolios to capture profits from each sector rotation.
Buy the Dip and Sell the Top
Buy the Dip and Sell the Top are structured products derived from options. Buy the Dip guarantees users to buy a certain percentage of the target asset below the market price, while Sell the Top ensures users to sell a certain percentage of the target asset above the market price, without incurring any trading fees.
The OKX Buy the Dip strategy currently supports Bitcoin (BTC) and Ethereum (ETH), recommending a range of selected strategies for users to choose from. For example, with the Buy the Dip strategy, a user can purchase a certain percentage of BTC at a high discount price, resulting in locking the funds for 72 days.
At the expiration, if the BTC price is higher than the set price, the user will transact at that price for the specified percentage. If the price is lower, the user will fully transact at the set price.
The Sell the Top operates similarly to Buy the Dip, allowing users to ensure that a portion of their order is executed at a peak price at expiration, avoiding situations where limit orders at higher prices may not be executed.
Large Order Splitting
Investors with large capital often split large orders to avoid causing excessive market impact, addressing issues like market chasing, trading costs, and exposure of trading intentions. OKX provides two easy-to-use strategy tools for splitting large orders, helping to conceal trading intentions and reduce slippage and costs.
The OKX Iceberg strategy automatically splits large orders into multiple orders and reissues them when the order is executed or the order book changes, completing large order transactions. The OKX Time-weighted strategy splits large orders and enters the market in intervals based on the user’s set time interval.
How to Use OKX Strategies? How to Follow Strategies?
1. Register an OKX account and complete KYC
2. Deposit funds
3. Use strategy trading
4. Follow or copy strategies
Quantitative Trading on OKX
OKX’s quantitative trading tools allow retail investors to participate in technology-driven quantitative trading easily. From simple grid strategies to complex arbitrage orders, investors can flexibly build their own quantitative strategies according to their risk preferences and investment goals, even in quieter market conditions like the bear market of 2022. However, potential risks of quantitative trading should not be ignored, and strategies should be evaluated for their applicability in different market conditions, with careful risk management.
For further understanding of OKX strategy trading, visit the OKX Academy for various strategy tools trading guides, or join the OKX community for the latest information and strategy tutorials.