Question about reconstructing rollups state

Hi!

I'm not sure to understand sequencers correctly.

Is it possible to reconstruct the state of an L2 only based on rollups smart contracts on L1, without any L2 node existing?

As far a as I understand, we need at least 1 honest node to do so because: – L2's sequencer only posts compressed data and proof on L1 – the detailed transactions are maintained by the nodes and operators on L2 – technically, a new node could confirm the new state is valid by checking the last merkle root posted on L1, but couldn't derive history of transactions based on the L1 smart contract only.

Am I right?