What he got right was some of the the evolutionary signaling theory and how it grounds signaling in the ability to project physical force. He did a pretty nice job on that, actually, and demonstrated a sophisticated understanding of the topic and applied it to PoW vs PoS in an interesting way.

Then he overextended it to nonsensical degree. Then he went around preening like a barnyard rooster, talking shit, and flexing his non-existant bona fides as a Space Camp Cadet or whatever the fuck. Which isn't a technical argument, but it's telling about what mental frame is operating behind the scenes.