I noticed an interesting development in the community recently. An increasing number of crypto KOLs are seriously shifting their capital towards the U.S. stock markets. This is not just a passing experiment – it’s a genuine strategic shift.

A comprehensive survey conducted by a Korean expert a few years ago included about 120 specialized KOLs, with detailed responses from 55 of them. The results are very clear: 50 out of 55 participants are already actively trading in U.S. stocks. This is not a marginal trend – it’s a real shift in where these traders are focusing their attention and funds.

The sectors attracting the largest number of followers are very obvious. Artificial intelligence tops the list with 11 people focusing on it. Next come metals and basic commodities with 8 people, and energy and electricity also with 8. There is also strong interest in storage and integrated circuits (7 people), humanoid robots and androids (6 people), and space and defense (6 people). Even more specialized sectors like uranium, nuclear energy, and rare elements have dedicated participants.

When looking at the most popular specific stocks, names like Intel, Alphabet, Rocket Lab, AST SpaceMobile, and Amazon appear—each at least 4 times in the KOLs’ selections. This reflects a unified narrative: there is huge opportunity in AI infrastructure, energy transformation, and strategic resources.

The core logic connecting all this is quite interesting. The idea of a storage shortage driven by the super AI cycle has become a high-confidence bet. The shift from big tech to metals has become a major macro theme. Humanoid robots are viewed as a long-term opportunity on a scale not seen since the early days of Bitcoin. Defense, space, vital metals, rare elements, and nuclear energy—all are seen as structural opportunities in the context of reducing geopolitical risks and securing supply chains.

When it comes to choosing brokers, Interactive Brokers clearly dominates – 24 out of 55 users choose it. Robinhood comes in second. This tells you something about the type of traders making this move—they want professional tools and advanced options.

What’s truly interesting is that this shows a genuine strategic shift. Experienced crypto KOLs are not abandoning the space—they are expanding their focus. They see huge opportunities in traditional markets, especially in sectors supporting the next wave of economic growth. It’s important to note that the study organizers clarified this is not a strict scientific sample—it’s a snapshot of a specific community. But it gives you a good sense of where the professionals are looking.