The earliest moments of a trader’s journey—identity checks, first deposit, placing a trial order—often decide whether that user sticks around. Harvey Liu, former venture-capital partner and now co-founder and chief executive of LeveX, recognized that truth while funding dozens of Web3 start-ups. He saw promising projects lose fresh sign-ups to clunky onboarding and jargon-laden dashboards. When he launched LeveX in 2023, his mandate was blunt: make the first hour effortless, the first trade instructive, and the first risk transparent.
Five-Minute Onboarding—Without Corner-Cutting
Liu’s product team began by collapsing the identity-verification maze. New users upload a single government ID and a selfie; optical-character recognition autofills forms, while face-match AI validates liveness in under thirty seconds. The compliance engine then checks global sanctions lists in one pass.
Speed rarely pairs with thoroughness, but Liu argues the two can coexist: “If users can’t start safely and quickly, they’ll abandon crypto or land on higher-risk platforms,” he told engineers during the exchange’s first design review. The philosophy lines up with 2025 data from Gemini’s Global Crypto Adoption survey, which found that 47 percent of would-be traders quit signup flows that surpass ten minutes.¹
Plain-Language Screens—No Marketing Fog
Many exchanges wow newcomers with “universe of potential” headers and nested menus. LeveX strips the gloss. The spot and perpetual order tickets display only three fields by default—size, leverage and limit/market toggle—expanding into advanced options only when requested. Market depth, funding rate and fee lines stay visible but unobtrusive.
A prominent tool-tip defines each technical term the first time it appears. Instead of “maintenance margin,” users see “minimum collateral to keep this trade open,” followed by a mouse-over that exposes the exact formula. The copy team banished buzzwords like “revolutionary” or “unlock potential,” echoing Liu’s insistence on concrete value over fluff.
Real-Time Risk Visibility for First Trades
Placing a crypto order without understanding downside is the fastest way to lose a beginner. LeveX’s isolated-margin panel lives next to the order book, updating every tick with maintenance margin, user-set liquidation buffer and projected liquidation price. Because traders can adjust collateral from the same screen, margin calls turn into proactive tweaks instead of panicked exits.
What First-Time Users Notice Most
Projected liquidation price recalc on every tick; no hidden math.
That single line—placed where eyes naturally land—reduces support tickets tagged “liquidation confusion” by 29 percent, according to internal analytics for Q1 2025.
Education That Rewards Curiosity
After account approval, users are prompted to watch a three-minute video on placing a demo order with one-dollar size. Finish the clip, answer a three-question quiz, and a small taker-fee discount unlocks for the next seven days. More than two-thirds of new registrants complete at least one tutorial, trimming early error rates and boosting retention.
LeveX also hosts live AMAs where seasoned KOLs guide novices through setting stop-loss orders. Recordings embed directly into the trading interface; users never leave the page to find answers.
Harvey Liu’s Hands-On Leadership Style
Harvey Liu links product reviews to customer-support logs. Every engineer spends one week per quarter answering chat tickets from first-week traders—an empathy exercise that often sparks UI tweaks. The same developers attend sprint retrospectives where Harvey asks for two metrics: how much time a change saved new users and which safeguard became more visible.
When external auditors from Halborn flagged potential confusion around partial liquidations, Harvey Liu green-lit an animation overlay that visually demonstrates how isolated collateral prevents a single loss from draining an entire account. The clip cut “partial-liquidation” tickets by 18 percent in its first month.
Trust Signals for the Cautious Beginner
Beginners worry about rug pulls more than pros do. LeveX places its Proof-of-Reserves timer—counting down to the next Merkle-tree snapshot—directly on the home dashboard. A one-click link downloads the latest snapshot, letting even non-technical users copy their account leaf and verify inclusion. Warm-wallet coverage, updated every thirty seconds, shows funds exceeding trailing 24-hour withdrawals by at least 20 percent, another commitment Harvey Liu publishes rather than claims.
Early Results and What Comes Next
Since launching the beginner-first redesign, LeveX reports:
- 32 percent increase in first-deposit conversion.
- Churn under four percent among users who complete one tutorial.
- Average leverage set at 6× for new accounts—moderate compared with industry averages approaching 12×.
Next on Harvey’s roadmap: multi-language tutorials (Spanish and Mandarin arrive next quarter) and a latency visualizer that shows real-time API round-trip histograms so newcomers can gauge execution speed before funding size-up trades.
A Safer First Step into Crypto
Crypto adoption grows when first impressions feel less like a puzzle and more like opening a modern fintech app. By stripping friction, exposing risk math and rewarding learning, Harvey Liu turns LeveX into a launchpad where newcomers build confidence before scaling capital. Traders curious about a platform designed for their earliest steps can test-drive the streamlined interface—and verify its safeguards—in under five minutes at LeveX.
