aave just recaptured $14m in oracle extractable value through chainlink SVR in june alone. that might make it the first month since january 2021 where borrow interest isn't aave's largest revenue source. protocol generating $134m annualized but only distributing 13.7% to holders. aavenomics 3.0 with automated buybacks is rolling out alongside V4. 1,806 new wallets in 24 hours on launch day, $100m in active loans immediately. $12b TVL against a $1.3b market cap is a 0.11x ratio. the revenue composition shift from pure lending yield to diversified OEV recapture + GHO stability fees + cross-chain expansion changes the durability of that $134m number entirely