(Sorry Mike. Loved your videos. The theory's perfect, you just identified the wrong asset.
Sorry guys but you don't get it. Bitcoin will not be used the way you imagine. Bitcoin will not be used directly as money between merchants and consumers. Different tokens based on bitcoin and backed by bitcoin will be used in competing payment systems where moving bitcoin on the blockchain will be the settlement layer. Gold will always be the ultimate money. The only but very important advantage of bitcoin compared to gold is that bitcoin is cheaper to audit and provide proof of reserves.
Lightning will use just use bitcoins, so will sidechains. If bitcoin will be the settlement layer, then the currency in use is bitcoin, not some other token.
The only advantage that I see to gold is its immutability. Gold will always be gold. Whereas bitcoin represents a form of agreement between people, the code of which is more changeable. This means bitcoin can evolve, both in a positive or a negative way. In a way bitcoin is a grand social/game theoretic experiment. Will a great form of money be born, and will the essential elements of that money stay stable (is the system such that its incentives cause any deviation to 'autocorrect'), or will it in the crumble in the end?