I noticed something interesting lately. It seems that many of the KOLs who built their expertise in the crypto market are starting to shift their attention seriously toward the U.S. stocks.

There was a secret survey conducted by a Korean KOL earlier this year involving about 120 professionals, with 55 detailed responses. The striking number is that 50 of these 55 are actively trading stocks now. This reflects a clear shift in capital allocation from cryptocurrencies to traditional markets.

In terms of sectors attracting their attention, artificial intelligence leads with 11 traders focusing on it, followed by metals, commodities, and energy with 8 traders each. It seems that the logic of storage shortages driven by the AI wave has become a very strong bet. There is also growing interest in humanoid robots—some see them as a long-term opportunity similar to Bitcoin in its early days.

The shift from big tech to metals has become a main line of thinking in macro investment. Space, defense, critical metals, and nuclear energy—all are seen as structural opportunities related to reducing geopolitical risks and supply chain issues.

Regarding individual stocks, Intel, Alphabet, Rocket Lab, AST SpaceMobile, and Amazon appeared very frequently in conversations—each mentioned 4 times. Interactive Brokers is the preferred brokerage platform with 24 of the 55 traders, with Robinhood coming in second.

The truth is, this isn’t precise scientific research, but it provides a clear picture of how this group’s thinking is evolving. There seems to be a real movement of funds and research interest from the original crypto community toward traditional financial markets, especially in infrastructure and strategic resources.