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Transcript

Re Introduction to "IWI"

Invest with Instinct: Crypto Edition

deal Customer Avatar: Crypto-Specific

Demographics

  • Age: 21–40

  • Income: $25K–$250K+ (crypto’s democratizing nature appeals across income levels)

  • Occupation: Tech professionals, entrepreneurs, freelancers, traders, DeFi enthusiasts, or self-employed

  • Education: Self-taught or college-educated; actively learning through online resources

  • Location: Urban or suburban areas globally; hubs like the U.S., Europe, Singapore, UAE, and emerging crypto-friendly cities


Psychographics

Mindset:
  • Visionary and optimistic about blockchain and decentralized finance

  • Eager to "escape the rat race" and achieve financial sovereignty

  • Frustrated with inconsistent results and disillusioned by hype-driven narratives in crypto

  • Curious and hungry to learn, but often stuck in analysis paralysis

Pain Points:
  1. Emotional trading: Reacting impulsively to price swings, FOMO, or FUD.

  2. Information overload: Overwhelmed by conflicting advice on platforms like Twitter, Discord, and Telegram.

  3. Scams and mistrust: Difficulty filtering credible sources from bad actors.

  4. Risk management failures: Struggles with leveraging too much or too little.

  5. Imposter syndrome: Feeling left behind as others post exaggerated gains.

  6. Ego-driven mistakes: Blindly chasing trends instead of understanding the fundamentals.

Motivations:
  • Wants to leverage crypto’s high-risk, high-reward nature intelligently

  • Craves independence and freedom in decision-making

  • Wants to fast-track wealth building, automate strategies, and reduce stress

  • Values simplified systems that align with their specific goals and personality

  • Desires access to an insider’s circle to feel more in-the-know and validated

Long-term Goals:
  • Achieve financial freedom and sovereignty

  • Build an investment portfolio they can be proud of

  • Feel in control of decisions and market outcomes

  • Cultivate a personal "alpha edge" in crypto

  • Become a respected member of the Web3 community


Behaviors

Investment Knowledge:
  • Moderate understanding of crypto ecosystems (DeFi, NFTs, altcoins, etc.)

  • Some trading experience: spot, futures, or yield farming

  • Limited risk management; over-leveraging or neglecting portfolio balance

  • Follows major influencers but lacks a cohesive strategy

Challenges:
  1. Inconsistent strategies across market cycles

  2. Emotional highs and lows with bull and bear swings

  3. Misjudging market sentiment or being too reactive

  4. Overreliance on KOLs, alpha groups, or "moonshot" advice

  5. Struggles to integrate crypto with a long-term wealth strategy

  6. Feels disconnected from real market fundamentals

Digital Habits:
  • Active in crypto Twitter, Discord communities, Telegram alpha groups, and YouTube

  • Participates in NFT minting, DeFi staking, or crypto gaming

  • Checks portfolio compulsively, especially during high volatility

  • Dabbles in on-chain data tools (e.g., Nansen, Glassnode) but doesn’t fully utilize them


Emotional Triggers

Frustration:
  • Missing out on significant runs (e.g., meme coins, Bitcoin surges)

  • Falling victim to market manipulation or scams

  • Feeling inferior or left out of “next big things” shared by others

Fear:
  • Losing invested capital in rug pulls or crashes

  • Fear of making “the wrong call” and losing confidence

  • Worrying about long-term financial stability

Desire:
  • A foolproof, simplified roadmap for profitable trading/investing

  • To align with their personality type for smarter decision-making

  • To experience crypto wealth in real terms (e.g., financial freedom, travel, or time)

  • To break free from overthinking and start achieving consistent results

Crypto Customer Journey

1. Awareness Stage

The customer realizes their crypto strategy isn’t working. They’ve experienced emotional trading, FOMO, or missed opportunities, leaving them frustrated.

Touchpoints:

  • Ad:
    “Do you know your true crypto investing style? Most people fail because they trade against their natural instincts. Are you a Bull, Owl, Fox, or Elephant? Discover your archetype in just 3 minutes.”

  • Blog Post/Thread:
    “Why understanding your crypto archetype can transform your portfolio: How to align your decisions with your personality.”

  • Influencer Mention:
    A respected KOL discusses how the product helped them understand their trading biases and improved their performance.

Hook: The promise of self-awareness and transformation resonates, especially in a space full of surface-level advice.


2. Consideration Stage

The customer takes a free quiz to uncover their crypto archetype.

Quiz Experience:

  • Designed around behaviors in crypto:
    “When the market pumps, do you feel calm, or do you act fast without a plan? Are you drawn to Bitcoin’s security or meme coins’ potential gains?”

  • Result Delivery:

    • Archetype is revealed with tailored insights and specific concepts/frameworks addressing their key pain point.

    • Example for a Bull:
      “You’re a Bull: Confident, bold, and visionary. However, your bias toward confirmation may lead to impulsive trades. Bulls often fail to notice when a narrative has peaked, risking overstaying their position.”

Key Tip:
Specific and thought-provoking:
“Learn to identify the ‘Ego Trap’: When a coin you picked performs well, your brain reinforces that you’re right, leading you to hold past its prime. Build a framework to set narrative-based exit signals instead of emotional ones.”

Call to Action:
The results page offers a preview of the Crypto Archetype Product, emphasizing frameworks and strategies that go beyond surface-level advice.


3. Decision Stage

The customer purchases the Crypto Archetype Product, designed to be completed in 3–5 days.

Product Details:

  • Day 1: Archetype Overview

    • Deep dive into their crypto style: strengths, weaknesses, and market tendencies.

    • Introduces advanced cognitive biases (e.g., confirmation bias, recency effect) specific to crypto and how they affect decision-making.

  • Day 2: Frameworks for Decision-Making

    • Custom frameworks for entering/exiting positions based on the archetype:

      • Bulls: Narrative lifecycle signals (how to spot when hype is fading).

      • Owls: The “70% Rule” (act when 70% of your analysis points to confidence).

      • Foxes: Limiting decision fatigue by capping daily trades.

      • Elephants: Scaling into positions over weeks to reduce FOMO-driven entries.

    • Tools: Worksheets for mapping decisions and trade journaling.

  • Day 3: Risk Management Beyond Basics

    • Advanced techniques tailored to the archetype:

      • Bulls: Position sizing based on volatility metrics.

      • Owls: Diversification strategies using correlation data.

      • Foxes: Risk allocation for high-yield opportunities (e.g., NFTs, DeFi).

      • Elephants: Low-risk yield strategies with incremental upside exposure.

  • Day 4–5: Market Cycles and Mindset

    • Applying frameworks during bull and bear cycles.

    • How to cultivate resilience using mindset techniques (e.g., mental flexibility, detachment from sunk costs).

  • Day 5: Transition to Community

    • At the end of the product, they’re invited to join their archetype-specific Discord channel, ready to discuss what they’ve learned.


4. Retention Stage

By the time they reach the Discord, the customer is familiar with their archetype and frameworks.

Discord Features:

  • Archetype Channels:
    Discuss strategies with like-minded investors:
    “How are you applying the narrative lifecycle framework for meme coins?”

  • AMA Sessions:
    Expert Bulls discuss how they use sentiment indicators to anticipate hype.

  • Peer Engagement:
    Weekly challenges: “Track your trades and identify where cognitive biases crept in.”

Result: The community reinforces learning and helps apply the product insights to real-world scenarios.


5. Upsell/Subscription Stage

Once engaged, customers are offered a premium membership.

Premium Features:

  • Advanced Modules:

    • On-chain analytics: How to spot whale activity and identify accumulation zones.

    • Sentiment strategies: Using tools like Nansen and Glassnode for edge cases.

  • Workshops:

    • Live sessions with expert investors (reaching out to network and building it bigger to get guests)

  • Exclusive Access:

    • Private alpha reports, DeFi farming strategies, and curated tools. (will have to think about tools)

Result: Customers see the premium offer as a way to further refine their strategy and stay ahead in the fast-paced crypto space.


Key Differentiators in the Refined Journey

  1. Multi-Day Product Experience: The product is designed for immersion, with modules that progress logically over 3–5 days, deepening engagement.

  2. Advanced Insights: Tips focus on frameworks, biases, and market dynamics instead of generic advice (e.g., “set stop losses”).

  3. Delayed Community Entry: Customers enter the Discord after completing the modules, ensuring they’re primed to engage meaningfully.

  4. Premium Appeal: Exclusive workshops and tools make the upsell a natural extension of their learning.

Jaymes Rosenthal | "Invest With Instinct"
Jaymes Rosenthal | "Invest With Instinct"