Your understanding seems fine as far as I can tell. I should probably stop talking in these terms, since it tends to confuse more than it helps. It's just so right for the early stages, where something goes from purely symbolic into having a broader interpretation as value.

Yup. Weren't you the person who likes the jobs-to-be-done framework? Same deal. What kind of jobs are lurking out there? A lot of these are subtle and hard to express, which is why they're still jobs-to-be-done and not solutions to felt problems.

SN is a nice example here, as it's beginning to ground conversation, information, capital formation of ideas in btc, much as @siggy47 just described wrt Fountain and podcasts.