Holy crap, just got to the end, I assumed he wasn't going to talk about btc. But here:
I’m keenly aware now that everything that I have been writing about and saying in terms of the changing monetary order and commodities and energy and money and gold, is smack in line with the Bitcoin thesis.
And:
I also find it comical that central banks in the West are trying to do CBDCs because that’s how they want to take the wind out of Bitcoin’s sails or something. I guess they don’t get it that the people that buy Bitcoin don’t buy it because it’s digital, they buy it because it’s outside of state control and it cannot be printed
Looks like his views are evolving. Will be v interesting to read him going forward.