"The digitally native uses cases are always going to be the thing that crypto is going to move towards...digitally native areas of crypto are always the area to pay the most attention to."
Definitely agree.
Companies that try to bring "real-world assets" on-chain -- carbon credits, mortgages, titles, etc. -- are some of the most skeuomorphic and uninteresting uses of crypto. That isn't to say that they aren't useful primitives, but they often present the same level of counterparty risk that exists in web2. Tokenized, tradable treasuries are certainly a cool primitive and allows for regional access arbitrage, but does not provide any unique value.
The exciting uses of web3 lie in users wanting an unruggable, credibly neutral substrate to build digitally native platforms/communities/etc.
Full video: