You can always press Enter⏎ to continue
Welcome to Your Investor Assessment
(Estimated time: 4 minutes)
15
Questions
START
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.
Previous
Next
Submit
Press
Enter
2
What is your investment timeline?
Short-term (<5 years)
Medium-term (5-10 years)
Long-term (>10 years)
Previous
Next
Submit
Press
Enter
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.
Previous
Next
Submit
Press
Enter
4
Are you an Accredited Investor or Professional Investor?
YES
NO
Previous
Next
Submit
Press
Enter
5
How do you currently store your crypto & digital assets?
Crypto Exchanges
Digital Wallet (including multisig)
Offline Wallet
Mix
Previous
Next
Submit
Press
Enter
6
How do you currently store your crypto & digital assets?
0-25%
25-50%
50-75%
75-100%
Crypto Exchanges
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Digital Wallet
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Offline Wallet
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Other (DAO's, etc)
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Crypto Exchanges
Digital Wallet
Offline Wallet
Other (DAO's, etc)
0-25%
Row 0, Column 0
25-50%
Row 0, Column 1
50-75%
Row 0, Column 2
75-100%
Row 0, Column 3
0-25%
Row 1, Column 0
25-50%
Row 1, Column 1
50-75%
Row 1, Column 2
75-100%
Row 1, Column 3
0-25%
Row 2, Column 0
25-50%
Row 2, Column 1
50-75%
Row 2, Column 2
75-100%
Row 2, Column 3
0-25%
Row 3, Column 0
25-50%
Row 3, Column 1
50-75%
Row 3, Column 2
75-100%
Row 3, Column 3
1
of 4
Previous
Next
Submit
Press
Enter
7
What is the value of your current digital asset holdings?
<$250k
$250k-$500k
$500k-$1m
$1m-$5m
$5m-$10m
$10m+
Previous
Next
Submit
Press
Enter
8
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
Previous
Next
Submit
Press
Enter
9
Which digital assets are you focused on or interested in?
(Select all that apply)
BTC
ETH
USD/Stables
ALT Coins
Previous
Next
Submit
Press
Enter
10
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
Previous
Next
Submit
Press
Enter
11
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
Previous
Next
Submit
Press
Enter
12
Name
*
This field is required.
First Name
Last Name
Previous
Next
Submit
Press
Enter
13
Company Name
Example Inc.
Previous
Next
Submit
Press
Enter
14
Email
*
This field is required.
example@example.com
Previous
Next
Submit
Press
Enter
15
Mobile Number
Area Code
Phone Number
Previous
Next
Submit
Press
Enter
16
Telegram Handle
@
Previous
Next
Submit
Press
Enter
Should be Empty:
Question Label
1
of
16
See All
Go Back
Submit