Top of the Twitter thread:
OCaml is the functional programming language that Tezos uses. It was used to create Michelson:
The higher level language also written in OCaml is Liquidity:
So the thinking is that blockchains like Tezos benefit from this very robust, speedy, and formally verifiable programming stack, so certain use cases will gravitate there.
I believe that is somewhat correct … but relies on a whole stack of other things being available on that blockchain, including bridges to blockchains that run other chains.
Basically, how much interaction or usage is there from specialized domains to the rest of the Internet? If little, then this specialized domains will get used, but not for very many people.