Survey: Crypto KOL Funds Accelerate Shift to US Stocks, AI, Metals, and Energy Emerge as Mainstream Asset Allocations

By: theblockbeats.news|2026/02/28 05:21:42

BlockBeats News, February 28th: South Korean crypto KOL Joshua (MOZAIK) disclosed the results of a private survey targeting around 120 crypto KOLs, with detailed feedback from 55 participants. The survey was conducted from mid-January to early February.

The data shows that out of the 55 respondents, 50 have actively participated in the stock market, 5 are newcomers, and some are still observing. Overall, there is a trend of fund and attention migration from "Crypto → Equities."
Popular Sectors (based on the number of holders)

AI (11 people)
Metals & Commodities (8 people)
Energy & Power (8 people)
Storage & Semiconductors (7 people)
Robotics & Humanoid Robots (6 people)
Aerospace & Defense (6 people)
Uranium & Nuclear Energy (4 people)
Rare Earth Elements (3 people)
Chinese Stocks (3 people)
Top Individual Stocks (most mentioned)

Intel (4 mentions)
Alphabet (4 mentions)
Rocket Lab (4 mentions)
AST SpaceMobile (4 mentions)
Amazon (4 mentions)
Core Consensus Themes

The "Storage Shortage" logic driven by the AI supercycle has become a high certainty two-year-level bet.
The rotation from "Big Tech → Metals" has become a key macro allocation theme.
Humanoid robots are seen as a long-term opportunity at the level similar to "early-stage Bitcoin."
Aerospace, defense, critical minerals, rare earth elements, and nuclear energy are included as structural opportunities within the supply chain to mitigate risks and geopolitical frameworks.

Regarding brokerage choices, Interactive Brokers have the highest usage proportion (24/55), followed by Robinhood.

Overall, the survey reflects that some native crypto traders are shifting their focus and funds toward the traditional stock market, particularly focusing on AI infrastructure, energy transition, and strategic resource sectors. The initiator of the survey emphasized that these results are not a scientific sample but rather a phased observation of a private community.

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