Ethereum: 0xd533a949740bb3306d119cc777fa900ba034cd52 has seen a daily increase of 20%, possibly due to expectations for the growth of Llamaend. Currently, Curve generates approximately 60M in fees per year, mainly contributed by DEX, with Llamaend contributing very little. The actual income capture for veCRV is definitely not 60M, because the dex fee is split between 55 and LP, and Treasury also needs to keep a portion. Lending's business is relatively simple, with interest rate spreads and soft clearing fees. At present, in this market environment, it is still very difficult to achieve incremental growth. A better scenario is to be able to split a bit from aave and morpho, but it is too difficult to make a leap forward. The real opportunity lies in improving liquidity, doing a good job in marketing and incentives, seizing the target customers of soft liquidation, and there are still opportunities.