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Latest Insights on FC

How is the NYSE about to prove Ian's thesis that tokenization is inevitable? The NYSE Just Took a Big Step Toward Tokenization January 30, 2026 by Matt Huseman Cryptocurrency, Daily Disruptor The NYSE is talking about making a “radical” change. Ian King insists it’s further proof of his thesis that tokenization is inevitable.
How is the U.S. approach to energy setting up the future of global energy use? Chart of the Week: Two Superpowers, Two Energy Futures January 29, 2026 by Ian King Daily Disruptor, New Energy Ian shares two charts showing two competing visions for how the global economy gets powered over the next several decades.
How can the U.S. deal with the coming electricity crisis? The Next Bottleneck in the AI Boom Isn’t Chips January 28, 2026 by Ian King Artificial Intelligence, Daily Disruptor Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.
How will lower inference costs help make AI universal? Chart of the Week: How AI Becomes Universal January 22, 2026 by Ian King Artificial Intelligence, Daily Disruptor To date, AI has mostly relied on large cloud providers and centralized compute. Ian shares a chart showing something different is coming.
How does today's AI boom remind Ian of the late 1990s? I’ve Seen This Set-Up Before January 21, 2026 by Ian King Artificial Intelligence, Daily Disruptor Today's tech giants are starting to borrow more to support AI growth. Ian King sees an uncomfortable parallel to WorldCom in the late 1990s.

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