Survey: Crypto KOLs' Funds Accelerate Shift to U.S. Stocks, AI, Metals, and Energy Become Mainstream Allocation Directions

GateUser-6433627c · 2026-02-27T16:21:55+00:00

South Korean crypto KOL Joshua recently conducted a private survey of 120 crypto KOLs, showing that most respondents have participated in US stock trading, with their focus shifting from cryptocurrencies to traditional stock markets, especially in areas like AI, energy, and strategic resources. The survey reflects an increasing interest among crypto traders in traditional markets.

GateUser-6433627c

2026-02-27 16:21:55

Abstract generation in progress

On February 28, South Korean crypto KOL Joshua (MOZAIK) revealed the results of a private survey conducted among approximately 120 crypto KOLs, with 55 providing detailed feedback. The survey was carried out from mid-January to early February. Data shows that among the 55 respondents, 50 are actively involved in U.S. stock trading, 5 are newcomers, and some are still observing. Overall, there is a trend of capital and attention shifting from “Crypto → Equities.”

Popular sectors (by number of holdings):
AI (11 people)
Metals and Commodities (8 people)
Energy and Power (8 people)
Storage and Semiconductors (7 people)
Robotics and Humanoid Robots (6 people)
Aerospace and Defense (6 people)
Uranium and Nuclear Energy (4 people)
Rare Earths (3 people)
Chinese Stocks (3 people)

Most mentioned high-frequency stocks:
Intel (4 mentions)
Alphabet (4 mentions)
Rocket Lab (4 mentions)
AST SpaceMobile (4 mentions)
Amazon (4 mentions)

Core consensus themes:
AI-driven supercycle has made the “storage shortage” logic a highly certain two-year bet.
The rotation from “Big Tech → Metals” has become a main macro allocation theme.
Humanoid robots are viewed as a long-term opportunity comparable to early Bitcoin.
Aerospace, defense, critical minerals, rare earths, and nuclear energy are seen as structural opportunities within supply chain risk mitigation and geopolitical frameworks.

In terms of brokerage preferences, Interactive Brokers has the highest user share (24/55), followed by Robinhood.

Overall, the survey reflects that some crypto-native traders are shifting their capital and research focus toward traditional equities, especially in AI infrastructure, energy transition, and strategic resource sectors. The survey initiator emphasizes that these results are not scientific samples but only a snapshot of private community observations.

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