Investment Assessment

1
What is your primary investment objective?
Capital appreciation: I believe in long-term crypto growth.
Yield generation: I want to generate income from my holdings.
Both capital growth and income generation.
2
What is your investment timeline?
Short-term (<5 years)
Medium-term (5-10 years)
Long-term (>10 years)
3
What is your approach to risk in crypto investments?
Conservative: I prefer to only hold crypto with no active monitoring
Moderate: I'm comfortable with moderate risk and understand that I can have my crypto working for me
Aggressive: I'm willing to accept higher risk for the possibility of significant returns, even if it means potential losses.
4
Are you an Accredited Investor or Professional Investor?
YESNO
5
How do you currently store your crypto & digital assets?
0-25%
25-50%
50-75%
75-100%
Crypto Exchanges
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Digital Wallet
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Offline Wallet
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Other (DAO's, etc)
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Crypto Exchanges
Digital Wallet
Offline Wallet
Other (DAO's, etc)
0-25%
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25-50%
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50-75%
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75-100%
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0-25%
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25-50%
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50-75%
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75-100%
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0-25%
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25-50%
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50-75%
Row 2, Column 2
75-100%
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0-25%
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25-50%
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50-75%
Row 3, Column 2
75-100%
Row 3, Column 3
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6
What is the value of your current digital asset holdings?
<$250k
$250k-$500k
$500k-$1m
$1m-$5m
$5m-$10m
$10m+
7
Are you making any yield on your current digital assets portfolio
Yes, through staking
Yes, through farming
Yes, through quantitative market-neutral hedge fund strategies
No, I'm not earning yield
8
Which digital assets are you focused on or interested in?(Select all that apply)
BTC
ETH
USD/Stables
ALT Coins
9
What matters most when evaluating an investment's track record?
Consistent returns over time
Low risk and volatility
A balance of growth and stability
High returns, even with higher risk
10
Do you have any specific investment constraints?
Liquidity: I might need short-term access to funds.
Time: Limited availability to manage investments.
Ethical considerations: Investments should align with my values.
None
11
Name
First Name
Last Name
12
Company Name
Example Inc.
13
Email
example@example.com
14
Mobile Number
Area Code
Phone Number
Should be Empty: