Private Survey on Stock Investments by Crypto KOLs: AI, Metals, and Energy Emerge as the Hottest Sectors

Odaily reported that Korean KOL Joshua (MOZAIK) posted on the X platform, stating that he conducted a private survey of approximately 120 crypto KOLs from mid-January to early February, with 55 providing detailed responses.

The survey results show that 50 out of the 55 respondents are currently trading stocks, while 5 are just getting started. Ranked by the number of KOLs holding positions, the hottest sectors in order are AI (11 people), Metals & Commodities (8 people), Energy & Power (8 people), Storage & Semiconductors (7 people), Robotics & Humanoid Robots (6 people), and Space & Defense (6 people). The most frequently mentioned individual stocks were INTC, GOOG, RKLB, ASTS, and AMZN, each mentioned by 4 people.

Several respondents indicated a trend of rotating from cryptocurrencies into stocks, with some stating that "the crypto market is no longer attractive" and are instead positioning themselves in the robotics and humanoid robot sectors. High-conviction investment themes include AI-driven storage chip shortages, space and defense, and rare earth and uranium energy.

Regarding trading platforms, IBKR leads with 24 users, followed by Robinhood with 8 users, with the rest distributed across platforms like Schwab and Hyperliquid. Other asset classes traded by respondents are most commonly metals, followed by commodities, options/futures, and forex/bonds. Among the stock-focused KOLs followed by crypto traders, Citrini7 was mentioned the most frequently.