Can the based revolution help bring Ethereum back together? Great learnings from another episode of Bring ETH Back. Here’s a recap of the based chat with @dumbnamenumbers (@0xfacet), @Junger0x (@rise_chain) & @gusgonzalezs (@taikoxyz), Hosted by @AmMuroch.

“Based” isn’t just a vibe, it’s UX insurance. @dumbnamenumbers put it bluntly: centralized sequencers don’t just risk custody; they can strand application state and nuke composability in a failure or bankruptcy. That’s the underpriced risk based rollups actually fix.

. @gusgonzalezs added the hard truth: Alignment only wins if it ships at parity on cost + latency. If L2s can’t be cheap/fast while staying L1-aligned, the market fractures. The mission: keep improving L1 scale and based tech until the economics leave centralized sequencing no oxygen.

. @Junger0x stressed on PMF: The first real customers aren’t tourists, They’re apps, institutions, and high-value DeFi that price counterparty risk for a living. “Eventual inclusion” is a concrete value prop; payments may be the earliest obvious wedge.

With ZK, costs are falling fast, But incentives matter. Expect hybrid designs, optimistic-by-default, ZK on contention, Plus prover markets and aggregation so we don’t burn money on duplicate proofs. 6 - 12 months are looking meaningful.

So the ultimate endgame = synchronous composability. Pack L1↔L2 (and L2↔L2) in the same L1 block so domains feel like one chain. @gusgonzalezs argued only based designs can realistically get there: you need assured L1 sequencing + near-real-time proving. @Junger0x was wary of third-party shared infra, keep it Ethereum-native.

Then came a reality check: The choke point is blob space. We need to scale blobs aggressively (6 → 9 isn’t enough), And we need blob sharing/aggregation so small/new rollups aren’t priced out by incumbents with better compression.

Let’s look at the big picture: If we nail cost, latency, blobs, and incentives, Based rollups become the default, Aligned with Ethereum, resilient under stress, and ready for same-block composability. That’s how we Bring ETH Back.