I'd argue that money. especially bitcoin, is an abstract manifestation of productivity (store of value). It may not be a store of energy, but it does act as a battery in a sense of value that can be used later. Combine that with the ability to use it globally almost instantly, his point still stands IMO.

People who actually believe that bitcoin is literal energy are completely missing the point, which I don't believe you are saying by the way.

Maybe "energy" is the wrong word, but it's a decent metaphor in my opinion.