Essentially, both options or "use cases" you have mentioned imply that bitcoin is a means of payment. The difference, however, is in timeframe. What does it mean? The first type of users consists of people who believe that bitcoin will be widely used in everyday transactions once accepted by the vast majority of people all over the world. That is why they mostly don't care of bitcoin value expressed in dollar terms. They are merely waiting for bitcoin to become the currency of the new world. According to this view, it is unquestionable that bitcoin will be the only means of payment in a digital world. They don't spend bitcoin now to ensure they will be less poor in the future. The store of value function of bitcoin is just a transition phase. The second type of people consists of those who are using bitcoin right now. There are many ways you can spend your bitcoin: trading, investing, gambling, shopping, hosting, bills, VPN, lambo, etc. Bitcoin price is more important here because everything on today's market is naturally expressed through dollar terms. According to this view, wide adoption is only possible if everyone keeps spending bitcoin and keeps using it as a currency. The third type is a combination of the previous two, which I personally consider an ideal.