About Netflix, allowing users on CFW might be a violation of their agreement with Netflix, or more importantly the agreement between Netflix and the studios - note that there is no Android Netflix app because Android doesn't have a consistent video DRM platform built into the system...if you were Netflix would you want to stream to a compromised PS3 that could possibly be decrypting and copying the stream to the hard drive? I have a feeling that Netflix asked Sony to block CFW PS3s from their service...
If I were Sony, I would absolutely block people from the store. Why? Because if you allow store downloads to compromised PS3s, it would be dead easy to pirate PSN download games. You'd just decrypt the file on your local PS3 and upload it to your favorite warez site, done. If you block CFW PS3s then that makes it more challenging, because it would hopefully be harder to just extract the decrypted package off the machine (swapping hard drives may not work because the HDD is encrypted by a per console key IIRC, the key could have been compromised by a previous CFW installation, though...which leads into my second point...)
The more I think about it, if I were Sony I would also absolutely ban any PS3 I ever detected as compromised forever from PSN, even if they later come on with legit firmware. For starters, isn't it correct that the FTP applications stay if you upgrade to OFW and are signed with a legit older key? Apparently they haven't started their whitelist to block those kinds of apps from running on a later OFW...and if you can switch from CFW to OFW freely (for example, you buy a modchip using the other exploit the fail0verflow guys found), I would want to prevent hacked savegame exploits, PSN piracy, etc. so if you ever presented yourself as running CFW, I would have to assume you are running a modchip and can switch freely, so I would totally ban that machine forever.
Maybe protecting the PSN downloads is a moot point (I would hope there are not direct DL links for premium games like there are for demos...?) but I think this is the route that Sony will go...
Honestly, I can't get too upset about this. If you want to stay on PSN but run CFW, buy another PS3 and keep that one totally unmodded, the situation is exactly the same on the 360.