Derivatives mechanics

Most crypto derivatives commentary reports the outputs and skips the mechanism. Open interest rises and is called bullish. Funding turns negative and is called a bottom signal. A cascade of liquidations is described as if it were weather. Each of these is a measurable process with rules, and the rules explain the number far better than the sentiment attached to it.

Open interest and volume answer different questions, and a market can post record volume while open interest falls — which means something specific about who is closing. A funding rate is a payment between two sides of a perpetual contract, so its sign tells you about positioning, not about direction. A liquidation price is arithmetic, derived from leverage, margin and the exchange’s own maintenance requirement, which differs between venues on the same nominal position.

We work through the arithmetic with real figures wherever the evidence supplies them, because a worked example settles an argument that a definition does not. Where an exchange’s own rules change the answer, we name the exchange and the rule.

What we have published on this

What this section does not cover

We do not publish trade ideas, entry levels or price targets, and we do not read a funding rate as a forecast. Positioning data describes what has already happened. Anyone presenting it as a prediction is selling something.

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