when i first listened to his thesis, the way it took shape in my mind, was something along the lines of....
the more the world aligns with the concept of bitcoin, the more influence or potential each satoshi will represent. therefore, those who hold the most satoshis will command the most power / influence / control in the world.
from a national security type persepctive, the threat or attack vector would be the potential of your adversary to hold more satoshis than you, thus weilding more power / influence / control over you.
it's a decidedly militaristic framing.... but personally I don't think it's necessarily a total departure from the realities of life on planet earth...