My take on this is that yes, while there will be less capital going forward, fiat is still created at the whim of commercials banks, therefore the idea of a digital cash that cant be debased is a powerful one. On future carbon taxes, which I agree with, the bitcoin network can easily operate on a fully renewable grid - the problem with renewables is they are intermittent and the energy requires storage. Neither of these limitations apply to the Bitcoin network.
What carbon taxes are they going to impose on nuclear power? It doesn't produce any carbon and there are hundreds of nuclear power plants operating worldwide. In fact, China is trying to make more as we speak.
Also, he's talking about "crypto". Bitcoin is not crypto, I hate when people are putting all coins in one basket even though they're often like apples and oranges.
I think that he's completely wrong about cryptocurrencies. Their benefits greatly outnumber the cost of using them, so even with some countries going all renewable there are going to be countries that say fuck that, we're building more nuclear plants or fuck that' we're going to keep using coal as long as we have it. Once we run out, then we'll go green.
I don't see India or China going green. Russia also doesn't care. The biggest countries talking about renewables are actually those that don't produce a lot of CO2. Those that produce the most don't care. As a result you'll have countries like Germany taxing people to build more wind mills and they'll reduce total emissions in the EU from 9% of the global emissions to 8% or something while China alone produces about 30%.