I'm seeing a very interesting movement happening among the top names in crypto lately. It seems that many people who made a fortune in the cryptocurrency market are changing the game and allocating capital to American stocks now.

A survey conducted by Joshua, a well-known crypto influencer, talked to 55 KOLs out of a universe of 120, and the result is quite revealing: 50 of these guys are actively trading US stocks. That's not a small number, right? The focus is very strong on AI, energy, and infrastructure sectors, which is kind of the current trend in the traditional market.

What I found most curious is that the 'storage scarcity' thesis is dominating conversations among them. Basically, everyone is talking about the AI supercycle and how this will impact infrastructure demand. Names like Intel, Alphabet, Rocket Lab, AST SpaceMobile, and Amazon appear quite often in these guys' portfolios.

There's also a strategic focus on metals and energy, which makes sense considering the energy transition and the race for strategic resources. It seems that the crypto market generated enough capital for these players to start exploring other opportunities.

Interactive Brokers is the most used platform among them, followed by Robinhood. It makes sense for those coming from crypto and wanting easier access to traditional markets.

Of course, this survey isn't a perfect scientific sample, but it gives a very clear view of how the mindset is changing. It looks like folks who understand market dynamics and risk are seeing real opportunities in AI and energy outside the crypto universe. It's worth keeping an eye on this trend.