How to Go Long and Short on OKX Exchange? A Step-by-Step Guide to Long and Short Trading on OKX/欧易 Exchange

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OKX Exchange is a comprehensive trading service platform designed for global cryptocurrency enthusiasts. It offers a variety of mainstream virtual digital currency trading services, adhering to a customer-centric philosophy to deliver high-quality solutions. Beyond spot trading, OKX has diversified its offerings, including the highly popular contract trading service.

How to Perform Long and Short Trades on OKX?

OKX永续合约 (Perpetual Contracts) are settled in digital assets, allowing investors to profit from price movements by going long (buying) or short (selling). Unlike交割合约 (Futures Contracts), perpetual contracts have no expiry date.

Step 1: Fund Transfer

  1. Navigate to Asset Management > Fund Transfer on the OKX官网 (https://www.okx.com/join/BLOCKSTAR).
  2. Select the desired cryptocurrency and transfer it from your funding account to the perpetual contract account.

Step 2: Select Contract Type

  1. Under Trading, choose Perpetual Contracts.
  2. Select between Coin-Margined (币本位) or USDT-Margined contracts.

Step 3: Configure Account Mode

  1. Choose between Isolated Margin (逐仓) or Cross Margin (全仓).
  2. Adjust leverage (0.01x–125x) and trade units (coins or contracts).

Step 4: Open/Close Positions

  1. Use Limit Order, Stop-Loss/Take-Profit, or Market Order.
  2. Enter price and quantity, then click Buy/Long or Sell/Short.

Key Differences: Perpetual vs. Futures Contracts

How to Profit from OKX Contract Trading?

Investors profit by speculating on price movements:

👉 Master advanced strategies for contract trading

FAQ

Q1: What’s the minimum leverage for OKX perpetual contracts?
A: 0.01x, adjustable up to 125x.

Q2: Can I switch margin modes after opening a position?
A: No, the mode is locked until the position closes.

Q3: How are funding fees calculated?
A: Based on the imbalance between long/short positions, paid every 8 hours.

Q4: Is there a time limit for perpetual contracts?
A: No, they’re designed to never expire.

Q5: What’s the risk of high leverage?
A: Higher leverage amplifies both gains and losses, increasing liquidation risk.

👉 Explore OKX’s risk management tools

Pro Tips

Risk Disclosure: Cryptocurrency trading carries significant risk. This guide is educational—never financial advice. Comply with local laws and trade responsibly.


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