I've been following Zeihan's work for years. He has been right with a lot of his geopolitical predictions. He knows that stuff very well, and is good at extrapolating based on data from the past.
But his takes on crypto are embarrassing and he either needs to actually do his homework or STFU. He doesn't get it because it's the joker in the deck. It doesn't fit into his models because it didn't exist before. I mean, there is no data that shows what happens to a global economy 20 to 30 years after the concept of cryptocurrency is introduced.
He would have been the guy in the 90's betting against the internet. Would love to see him debate someone like Andreas Antonopolous. He'd get trounced.
I suspect his occasional mentions of crypto are just to get him more engagement on Twitter. His interview with Pomp was a bit less snarky than usual, though.