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For Investors Glossary Term

Investment Limits

Definition

SEC-mandated annual caps on how much non-accredited Investors can invest under Regulation Crowdfunding, based on income and net worth.

Understanding Investment Limits

Investment limits are SEC-imposed restrictions on the total amount a non-accredited Investor can invest across all Regulation Crowdfunding (Reg CF) offerings within a 12-month period. These limits are designed to protect Investors from overexposure to the inherent risks of crowdfunded securities, including Channel Revenue Tokens (CRTs).

The calculation of an Investor's annual limit depends on their annual income and net worth. If either the Investor's annual income or net worth is below $124,000, the limit is the greater of $2,500 or 5% of the lesser of their annual income or net worth. If both annual income and net worth are equal to or exceed $124,000, the limit is 10% of the lesser of annual income or net worth, up to a maximum of $124,000 per year.

These limits apply across all Reg CF offerings on all platforms, not just GigaStar Market. Investors are responsible for tracking their total Reg CF investments to ensure compliance, though platforms are required to provide educational materials explaining these limits.

Accredited Investors are not subject to these investment limits. An accredited Investor is generally defined as an individual with annual income exceeding $200,000 (or $300,000 jointly with a spouse) or a net worth exceeding $1 million, excluding the value of their primary residence.

GigaStar Market enforces these limits as part of the investment process, requiring Investors to confirm their income and net worth information before completing a CRT purchase.

Key Points to Remember

  • Investment Limits is regulated by the SEC under Regulation Crowdfunding
  • All investments carry risk — past performance doesn't guarantee future results
  • Review all offering documents carefully before investing

Related Terms

Frequently Asked Questions

Are CRTs cryptocurrency?

No. CRTs are traditional securities registered with the SEC under Regulation Crowdfunding. They represent contractual rights to a share of a Creator's YouTube revenue, not a digital currency or blockchain token. Unlike cryptocurrency, CRTs have regulatory oversight from the SEC and FINRA, required disclosure documents (Form C), and Investor protections built into the offering structure.

What happens if a Creator stops making videos?

If a Creator significantly reduces or stops content production, their YouTube revenue would likely decline, which directly reduces or eliminates your distributions. This is one of the key risk factors of CRT investing—your distributions depend on ongoing Creator activity and YouTube revenue generation. While existing videos may continue to earn some revenue, new content is typically the primary driver of channel performance.

What makes CRTs an alternative investment?

CRTs do not correlate directly with stock or bond markets. They represent a new asset class tied to Creator YouTube revenue in the Creator Economy. Like all alternative investments, CRTs are speculative, less liquid than traditional securities, and should represent only a portion of a diversified investment approach. Their performance is driven by individual Creator channel activity rather than broader market conditions.

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