Industry

Crypto, Web3

Year

2022-2023

Client

Xerosum

Crypto Integration Platform

Integration platform for crypto, a multi-exchange crypto trading platform

My Role I led the design of the Xerosum Trading Hub, an integration platform spanning multiple blockchains and exchanges, from the project’s inception in November 2021. Until February 2023, I focused on evolving the product and addressing user pain points related to investment and discovery experiences. Early user and stakeholder feedback highlighted key challenges, which we addressed through continuous iteration—testing, refining, and validating improvements. This process shaped the development of Xerosum, enhancing the entire user journey from browsing and discovery to trading and portfolio management.

Background

Xerosum is an all-in-one crypto integration platform designed to simplify the management of multiple cryptocurrency wallets across various blockchain networks. This innovative solution addresses a common challenge faced by crypto enthusiasts: the tendency to accumulate and sometimes neglect multiple wallets, both on centralized and decentralized platforms.

Challenges

Aligning with our stakeholders, the product had two primary objectives: to create an integrated trading hub that enables users to manage multiple wallets and enhance liquidity, and to develop a market-ready product that can be launched to the public for profit.

  • Steep Learning Curve – Crypto investing is complex and time-consuming, making it difficult for newcomers to get started.

  • Scattered Balances – Investors struggle to track small balances spread across multiple wallets, leading to inefficiencies.

  • Missed Opportunities – The complexity of managing accounts often results in neglected wallets and lost investment opportunities.

  • Time Sensitivity – Fast-moving markets, such as perpetual futures, require quick decision-making and execution.

  • High Trading Volume – Experienced traders execute multiple trades daily and need swift, efficient wallet management.

  • Profit Optimization – Maximizing returns demands a streamlined trading process and optimal asset allocation.

Goal

The platform streamlines the investment process by allowing users to manage their wallets effortlessly and automatically check for valuable opportunities. Designed for maximum efficiency, it helps users save time and optimize their transactions. Catering to two distinct user groups—newcomers and experienced investors—we offer tailored features, from basic investment tools to advanced functionalities like automated bot trading.‍

Background

Xerosum is an all-in-one crypto integration platform designed to simplify the management of multiple cryptocurrency wallets across various blockchain networks. This innovative solution addresses a common challenge faced by crypto enthusiasts: the tendency to accumulate and sometimes neglect multiple wallets, both on centralized and decentralized platforms.

Challenges

Aligning with our stakeholders, the product had two primary objectives: to create an integrated trading hub that enables users to manage multiple wallets and enhance liquidity, and to develop a market-ready product that can be launched to the public for profit.

  • Steep Learning Curve – Crypto investing is complex and time-consuming, making it difficult for newcomers to get started.

  • Scattered Balances – Investors struggle to track small balances spread across multiple wallets, leading to inefficiencies.

  • Missed Opportunities – The complexity of managing accounts often results in neglected wallets and lost investment opportunities.

  • Time Sensitivity – Fast-moving markets, such as perpetual futures, require quick decision-making and execution.

  • High Trading Volume – Experienced traders execute multiple trades daily and need swift, efficient wallet management.

  • Profit Optimization – Maximizing returns demands a streamlined trading process and optimal asset allocation.

Goal

The platform streamlines the investment process by allowing users to manage their wallets effortlessly and automatically check for valuable opportunities. Designed for maximum efficiency, it helps users save time and optimize their transactions. Catering to two distinct user groups—newcomers and experienced investors—we offer tailored features, from basic investment tools to advanced functionalities like automated bot trading.‍

Background

Xerosum is an all-in-one crypto integration platform designed to simplify the management of multiple cryptocurrency wallets across various blockchain networks. This innovative solution addresses a common challenge faced by crypto enthusiasts: the tendency to accumulate and sometimes neglect multiple wallets, both on centralized and decentralized platforms.

Challenges

Aligning with our stakeholders, the product had two primary objectives: to create an integrated trading hub that enables users to manage multiple wallets and enhance liquidity, and to develop a market-ready product that can be launched to the public for profit.

  • Steep Learning Curve – Crypto investing is complex and time-consuming, making it difficult for newcomers to get started.

  • Scattered Balances – Investors struggle to track small balances spread across multiple wallets, leading to inefficiencies.

  • Missed Opportunities – The complexity of managing accounts often results in neglected wallets and lost investment opportunities.

  • Time Sensitivity – Fast-moving markets, such as perpetual futures, require quick decision-making and execution.

  • High Trading Volume – Experienced traders execute multiple trades daily and need swift, efficient wallet management.

  • Profit Optimization – Maximizing returns demands a streamlined trading process and optimal asset allocation.

Goal

The platform streamlines the investment process by allowing users to manage their wallets effortlessly and automatically check for valuable opportunities. Designed for maximum efficiency, it helps users save time and optimize their transactions. Catering to two distinct user groups—newcomers and experienced investors—we offer tailored features, from basic investment tools to advanced functionalities like automated bot trading.‍

The Process

We began the process with a lean UX approach, starting with assumptions provided by stakeholders. After aligning on a direction, we developed a rough prototype to validate the idea with users. This resource-efficient method helped us refine and clarify our direction early on. I led the product through the entire design process, effectively communicating milestones and presenting work to secure buy-in from product and the development team.

Proto-Persona

At the early stage of the project, we conducted a Proto-persona exercise. Although we didn’t follow the traditional double diamond process, we maximized our user research efforts as much as possible. We started internally with our team and people around us—an easy and accessible first step—allowing us to gather valuable insights without compromising UX research. This approach also helped us generate user stories, features, and functions that align with real user needs.

Early research is crucial in keeping us on track with our users and ensuring our solutions stay relevant to the market. Most importantly, this process fostered team engagement and alignment, making collaboration more effective.

Ideation / Design Process

1.Mind Map

Based on the Proto-Persona we committed two types of user may how to use our service, we immediately generate a lot of idea which we might provided , includes practical, imaginative ideas and ideas with the most long-term impact through Mind map.


2.Affinity Map

We organized ideas from our brainstorming session on an affinity map to identify priorities and define a clear, actionable scope. For our first MVP, we focused on trading integration as a quick way to test feasibility and gather feedback.


3. User Task Flow

I designed a user flow for two user types, outlined the typical steps they follow to complete two common tasks on the platform.

a. Less experience user

  • Link their first wallet address and API

  • Browse the asset allocation

  • Choose their staking plan suit for them

  • Back to see the asset overview


b. Expert user

  • Create their own trading bot and browser others bots

  • Allocate assets to perpetual futures in multiple exchanges

  • Trade in different exchanges with one click


Information Architecture


Lo-Fi Sketches

To quickly gather feedback and communicate with the team, I sketched multiple screens of the idea to test feasibility and ensure the idea was practical for development and implementation


Prototype


Validate‍

I created a detailed animated prototype to help the team conduct a cognitive walkthrough, focusing on ease of use from the user's perspective at an early design stage. This approach was both cost-effective and practical for evaluating the rationality and completeness of the user interface. Based on the cognitive walkthrough, we refined key details for the Portfolio page and Trading View.


Conclusion

The company appreciated how our small team successfully built a product from zero to one. We were excited to showcase product iterations through user testing to validate the value.

  • Shortened the product MVP launch cycle using a lean UX process

  • Enhanced users’ understanding of the product’s value

  • Improved the experience of checking portfolios and asset allocation through the dashboard

Product Evolution

Phase II - Trading bot

To streamline order execution for expert users, introducing a trading bot for automated trading is essential. It helps users maximize profits while minimizing human errors. Additionally, developer users can create and upload their own trading bots to the market for profit.

User:  Expert investors / Developers

Feedback: Expanding automated trading strategies and providing detailed bot performance analysis would help users refine their strategies more effectively.

‍Phase III - Earn / staking

To make valuable resources more accessible to less experienced users, the integration platform expanded its features to include staking and earning investment plans. It provides investment plan recommendations, suggesting staking options based on duration, potential earnings, user portfolios, and asset allocation across different exchanges.

User: All crypto user , especially low risk invest user

Feedback: Streamline the asset allocation process by offering staking plans tailored to users' risk tolerance and owned assets, making the process more intuitive and efficient.


Conclusion

The company appreciated how our small team successfully built a product from zero to one. We were excited to showcase product iterations through user testing to validate the value.

  • Shortened the product MVP launch cycle using a lean UX process

  • Enhanced users’ understanding of the product’s value

  • Improved the experience of checking portfolios and asset allocation through the dashboard

Product Evolution

Phase II - Trading bot

To streamline order execution for expert users, introducing a trading bot for automated trading is essential. It helps users maximize profits while minimizing human errors. Additionally, developer users can create and upload their own trading bots to the market for profit.

User:  Expert investors / Developers

Feedback: Expanding automated trading strategies and providing detailed bot performance analysis would help users refine their strategies more effectively.

‍Phase III - Earn / staking

To make valuable resources more accessible to less experienced users, the integration platform expanded its features to include staking and earning investment plans. It provides investment plan recommendations, suggesting staking options based on duration, potential earnings, user portfolios, and asset allocation across different exchanges.

User: All crypto user , especially low risk invest user

Feedback: Streamline the asset allocation process by offering staking plans tailored to users' risk tolerance and owned assets, making the process more intuitive and efficient.


Conclusion

The company appreciated how our small team successfully built a product from zero to one. We were excited to showcase product iterations through user testing to validate the value.

  • Shortened the product MVP launch cycle using a lean UX process

  • Enhanced users’ understanding of the product’s value

  • Improved the experience of checking portfolios and asset allocation through the dashboard

Product Evolution

Phase II - Trading bot

To streamline order execution for expert users, introducing a trading bot for automated trading is essential. It helps users maximize profits while minimizing human errors. Additionally, developer users can create and upload their own trading bots to the market for profit.

User:  Expert investors / Developers

Feedback: Expanding automated trading strategies and providing detailed bot performance analysis would help users refine their strategies more effectively.

‍Phase III - Earn / staking

To make valuable resources more accessible to less experienced users, the integration platform expanded its features to include staking and earning investment plans. It provides investment plan recommendations, suggesting staking options based on duration, potential earnings, user portfolios, and asset allocation across different exchanges.

User: All crypto user , especially low risk invest user

Feedback: Streamline the asset allocation process by offering staking plans tailored to users' risk tolerance and owned assets, making the process more intuitive and efficient.