17.10.2025
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.
5,68k
38
Innholdet på denne siden er levert av tredjeparter. Med mindre annet er oppgitt, er ikke OKX forfatteren av de siterte artikkelen(e) og krever ingen opphavsrett til materialet. Innholdet er kun gitt for informasjonsformål og representerer ikke synspunktene til OKX. Det er ikke ment å være en anbefaling av noe slag og bør ikke betraktes som investeringsråd eller en oppfordring om å kjøpe eller selge digitale aktiva. I den grad generativ AI brukes til å gi sammendrag eller annen informasjon, kan slikt AI-generert innhold være unøyaktig eller inkonsekvent. Vennligst les den koblede artikkelen for mer detaljer og informasjon. OKX er ikke ansvarlig for innhold som er vert på tredjeparts nettsteder. Beholdning av digitale aktiva, inkludert stablecoins og NFT-er, innebærer en høy grad av risiko og kan svinge mye. Du bør nøye vurdere om handel eller innehav av digitale aktiva passer for deg i lys av din økonomiske tilstand.