OKX AI 101

Publicerad den 4 maj 2026Uppdaterad den 4 maj 20266 min läsning

What is AI?

Artificial Intelligence (AI) refers to technology that enables computers to simulate human thinking and learning. Unlike traditional software with fixed rules written by programmers, AI systems learn patterns from large amounts of data and apply them to new situations.

  • Narrow AI: Focused on a single task, such as image recognition or playing Go.

  • Artificial General Intelligence (AGI): Can perform various tasks across domains — still a research goal.

  • Machine Learning is a subset of AI; Deep Learning is a subset of Machine Learning.

Large Language Models (LLMs)

A Large Language Model (LLM) is the brain of an AI Agent. Trained on massive amounts of text, it learns to predict the most likely next token given an input. ChatGPT, Claude, and Gemini are all built on this principle.

Key Concept: a Token is the basic unit of text processed by LLMs, roughly 0.75 English words. The Context Window determines how much information the model can 'remember' at one time.

  • Transformer architecture: Uses self-attention to understand relationships between all words in a sentence.

  • LLM limitations: No real-time data, may hallucinate, cannot execute actions on its own.

Prompt Engineering

A Prompt is how you communicate with an LLM. Well-crafted prompts dramatically improve AI output quality. In AI trading, the prompt is the instruction manual you give the AI to describe your trading strategy logic.Three Core Prompting Techniques

  • Zero-Shot: describe the task directly without examples. Best for simple, clear instructions.

  • Few-Shot: provide 2–5 examples to guide the model toward your desired output format.

  • Chain-of-Thought: add 'think step by step' to guide the model through complex reasoning.

Trading Prompt Example: when BTC RSI falls below 30 and EMA20 is below EMA50, buy 0.01 BTC at market price, with a stop-loss 3% below entry and take-profit 8% above entry.

What is an AI Agent?

An AI Agent is a system that gives an LLM the ability to act. It doesn't just answer questions — it actively uses tools, plans steps, executes operations, and self-adjusts based on results. Think of it as an AI assistant that can 'do things on its own.

  • Brain: LLM — handles understanding, reasoning & decisions

  • Memory: short-term (context) & Long-term (vector DB)

  • Tools: APIs, search, code execution, trading interfaces, etc.

  • Planning: task decomposition, self-reflection, multi-step execution

How AI Agents Work?

AI Agents follow a Perceive → Think → Act loop. In crypto trading: read real-time market data (perceive) → analyze based on strategy prompt (think) → place orders (act) → observe results and adjust (feedback).

AI Trading Bot Basics

Traditional trading bots require programmers to write fixed if-else logic. AI trading bots use natural language to describe strategies — the AI understands and executes them automatically, no coding required.

  • Traditional Bots: Requires coding, fixed rules, good for simple strategies, can't self-adapt

  • AI Bots: Natural language input, flexible strategies, handles complex logic, can adapt to market

OKX AI Trading Strategy

Creating an AI trading strategy on OKX involves three core steps: select a trading instrument, configure market data (indicators and timeframes), and describe your trading logic in natural language. The system auto-generates a Prompt which you review before backtesting or going live. Learn more here: Quick Guide to AI Trading Bot

Getting Started with Agent Trade Kit

The OKX Agent Trade Kit is an open-source toolkit that connects AI assistants directly to your OKX account via MCP (Model Context Protocol). Simply describe what you want in natural language — the AI calls the right tools and executes it. Learn more here: What is Agent Trade Kit?

Risk Management & Safety

Before using AI for trading, proper safety setup is critical. Both OKX and the user have their respective responsibilities.

  • Dedicated sub-account: create a separate account for AI with its own funds, isolated from your main account.

  • Read-only mode: use --read-only so the AI can only view data, not execute any trades.

  • Demo first: use --demo mode to test with simulated funds before going live with real capital.

  • Avoid unofficial Skills: these may lead to asset loss. Only use skills reviewed by OKX.

OKX Skills Marketplace

Skills is OKX's open marketplace for AI trading capabilities. Developers publish modular skills; users install what they need — like adding plugins to an AI assistant.

  • Each Skill undergoes automated security scanning before listing: malicious content detection, prompt injection checks, and data leakage scanning.

  • All listed skills are digitally signed by the platform; signatures are verified automatically during installation to prevent tampering.

OnchainOS & Onchain AI

OnchainOS is OKX's developer-focused onchain operating system, now with a full AI layer. AI Agents can autonomously execute trades across 60+ chains and 500+ DEXes without human intervention.

  • AI Skills: invoke onchain services in plain language — no complex API integration needed.

  • MCP Integration: Claude Code, Cursor, and other major AI tools can natively call onchain operations.

  • Agent Payments Protocol (APP): AI autonomously handles quoting, negotiating, escrow, metering, and settlement.

Common AI & Trading Terms

  • LLM：Large Language Model — the AI's core for understanding and generating text

  • Token：the smallest unit of text processed by LLMs, ~0.75 English words

  • Prompt：the instruction or question you give to an AI

  • AI Agent：an AI system that can autonomously plan and execute tasks

  • MCP：Model Context Protocol — the standard for AI to call external tools

  • Context Window：the maximum number of tokens an LLM can process in one go

  • Hallucination：when AI generates plausible-sounding but factually incorrect information

  • RAG：Retrieval-Augmented Generation — connecting LLMs to external knowledge bases

  • Skills：modular AI trading capability plugins on the OKX platform

  • Backtest：testing a strategy's effectiveness using historical market data

Important note

This AI tool doesn't provide investment advice. Your use of this product doesn't authorize OKX to exercise any discretion over trading activity in your account. Historical returns, projected returns, and probability forecasts are for reference only and don't reflect or guarantee future actual performance. AI-related activities may result in the total loss of your invested assets. Terms and conditions apply.