I write often on a similar theme, it is good to see more doing similar, in essence we agree Bitcoin is “Right” from an energy point of view.
But your story looks to me like you can see some of the picture, maybe not all of it.
Like you say, money is a means of transferring energy.
But your story only considers stored energy, it omits the very obvious solar energy.
Capitalism is exactly all about stored energy, the stored energy of Earth, in all its various forms.
In fact, capitalism is the Grand Energy Ponzi, which has to end, otherwise humanity ends.
The difference in our thinking might be most apparent in our treatment of fiat money.
I disagree fiat money breaks the laws of thermodynamics.
Ironically, that is because of Bitcoin.
Bitcoin is progressively enabling unlimited free money to be printed.
Because a large proportion of Bitcoin is supplied by solar energy, which does not come from the stored energy resources of Earth, (“The capital” of Earth), the solar powered portion is actually additional to the capital of Earth.
And, since solar power is free after installation, the added capital is free.
So Bitcoin uniquely validates the printing of free money, and in doing so, finally breaks the Grand Energy Ponzi.
A further consequence of that on your story is that it breaks any limits that might previously have applied to electricity transmission.
Just as unlimited free money supersedes all ideas about profit, loss, and investment; free energy supersedes all concerns of efficiency.
If the source of energy is infinite, and free, line losses in electricity are unimportant, all we need to do is pump enough energy in, to get enough out for all users, all around the world.
Further, as money is free and unlimited, no expense is too much, enabling things like superconducting transmission lines.
That aspect of Bitcoin, the action of money-as-sunlight, ending capitalism / the Grand Energy Ponzi, is the most exciting characteristic of Bitcoin, surely to most people, even if it still seems unbelievable, it is physical fact.
