On February 28, South Korean crypto KOL Joshua (MOZAIK) disclosed the results of a private survey conducted among approximately 120 crypto KOLs, with 55 providing detailed feedback. The survey was carried out from mid-January to early February.

Data shows that among the 55 respondents, 50 are actively involved in US stock trading, 5 are new entrants, and some are still observing. Overall, there is a trend of capital and attention shifting from "Crypto → Equities."
Popular sectors (by number of holdings):

AI (11 people)
Metals and Commodities (8 people)
Energy and Power (8 people)
Storage and Semiconductors (7 people)
Robotics and Humanoid Robots (6 people)
Aerospace and Defense (6 people)
Uranium and Nuclear Energy (4 people)
Rare Earths (3 people)
Chinese Stocks (3 people)
Most Frequently Mentioned High-Frequency Stocks:

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-confidence two-year bet.
The rotation from "Big Tech → Metals" has become a main macro allocation theme.
Humanoid robots are viewed as a long-term opportunity on par with "early Bitcoin."
Aerospace, defense, critical minerals, rare earths, and nuclear energy are included as structural opportunities within supply chain risk mitigation and geopolitical frameworks.

Regarding broker selection, Interactive Brokers has the highest usage among respondents (24/55), followed by Robinhood.

Overall, the survey reflects that some crypto-native traders are shifting their capital and research focus toward traditional equities, especially in AI infrastructure, energy transition, and strategic resource sectors. The survey initiator emphasizes that these results are not scientific samples but are only a phase observation within a private community.