I think this point has been mostly addressed by @carlbergman 's comment to you here in another thread.
TLDR:
- Both retail traders and large market makers benefit from trading against the liquidity provided by the vaults, it shouldn’t really matter who the main counterparties are given this is volume that benefits the chain.
- Trading volumes by large parties against the vaults roughly map the percentage of trading volume attributable to those parties across the entire chain
- Vault deposits have been quite small so far and have already contributed 100x to volume. This proposal would meaningfully increase vault TVL, which will hopefully lead to outsized volume increases as well.
The point is that these aren’t profits. Stakers are losing money because the current model of leaking 100% of trading fees to stakers is not working. Reinvesting some of these fees into targeted growth is a far better mechanism than simply doing nothing and allowing for that value leakage to continue.