Riffing on this, many analogies collapse when you consider that L1 is likely to eventually turn into a rollup/L2 of itself. So it's not the fundamental nature of a rollup to not be "value accretive" to ETH or Ethereum. And the right lens to think about it is state, and one's ability to host the creation of valuable state and to manage access to this state. This is also why better interop is valuable. The more external domains/sequencers have the ability to compose with L1 state, eg, leveraging its liquidity, the more value accrues to it, vs "islands of state" bootstrapping their own economies without Ethereum's added value. With this in mind, it seems like it should follow that based sequencers and sync composability are then the way to go, to make external state as tightly coupled and composable with L1 state as possible. This is only true if systems built on these principles retain the ability to host the creation of valuable state. And this is decided much more by go-to-market/distribution, UX and other such factors, some of which are more actively impeded by a stricter relationship to the L1 sequencer than not.