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Proposal: Sustainable KSM Economics via Burn Mechanisms

Author: @hantoniu-codeberg

Date: January 2026

Track: Wish For Change / Root

Version: 1.2 — Burn-Focused (Complementary to @olanod's Validator Reduction Proposal)


What's New in v1.2

This revision refocuses the proposal on burn mechanisms only, removing the validator set reduction component.

Why the change:

  • @olanod has proposed a detailed, phased validator/core reduction plan aligned with WFC 573 (Kusama's approved JAM upgrade)
  • Rather than duplicate effort, this proposal now focuses on the supply side (burns)
  • @olanod's proposal handles the cost side (validators, cores, security spend)
  • Two complementary proposals are stronger than one overloaded proposal

What v1.2 covers:

  • Burn mechanisms (fees, treasury, coretime)
  • Base inflation reduction (7.82% → 5%)

What v1.2 defers to @olanod:

  • Validator set reduction
  • Core count reduction
  • Phased implementation timeline for those changes

Summary

"A hard cap encodes an assumption. A burn encodes a feedback loop." — @Rom1.io

This proposal introduces an Ethereum-inspired economic model for Kusama: reduced base inflation combined with multi-source burn mechanisms. Unlike Polkadot's 2.1B hard cap, we propose Kusama take a different path — proving that demand-responsive tokenomics through burns is a viable alternative.

Key changes:

  • Reduce base inflation: 7.82% → 5%
  • Implement multi-source burns: fees (50%), treasury inflows (10%), treasury balance (1%/period with 100K floor), coretime (25%)
  • No hard cap — inflation adjusts with network activity
  • Net inflation reduced from 7.82% to ~4.25% (a 46% reduction at current treasury balance)

This proposal is complementary to:

  • @olanod's validator/core reduction proposal — handles the cost side
  • Other treasury reform proposals — different approaches to sustainability aren't mutually exclusive

Honest expectation: This proposal cuts inflation nearly in half. It does not guarantee deflation. Deflationary periods become possible only with significantly higher network activity.


Why No Hard Cap?

Polkadot adopted a 2.1B DOT hard cap in September 2025. Some argue Kusama should follow. We disagree.

A hard cap is a fixed assumption about what the "right" supply is — it's hardcoding a guess. Burns tie scarcity to demand: when the network is valuable and used, inflation decreases. When activity is low, moderate inflation continues funding security.

Hard Caps Are Not Necessary

Network Hard Cap Mechanism Outcome
Ethereum No EIP-1559 burns (protocol-level) Fluctuates with usage, $400B+ market cap
Bitcoin Yes (21M) Halvings Successful, but unproven post-subsidy
Polkadot Yes (2.1B) Stepped decline New, untested

Note: BNB also uses burns but these are company-controlled (Binance decides burn amounts), not protocol-level. We cite Ethereum as the comparable decentralized model.

Ethereum proves you don't need a cap. What you need is a mechanism that ties tokenomics to network activity.

Hard Caps Have Problems

  1. Arbitrary Numbers — Why 21M KSM? Why not 20M or 25M? These numbers are marketing, not economics.

  2. Inflexibility — Once set, you're locked in. What if conditions change?

  3. The Cliff Problem — What happens as you approach the cap? Bitcoin assumes fees will replace block rewards. That's unproven.

  4. False Precision — A cap implies we know the "right" final supply. We don't.

Burns Are More Adaptive

Condition Hard Cap Burns
High network usage Same supply trajectory More burns → lower inflation
Low network usage Same supply trajectory Fewer burns → moderate inflation
Need to adjust Governance fight Adjust burn rates

Burns create activity-responsive tokenomics. When Kusama is valuable and used, inflation decreases. When activity is low, moderate inflation continues funding security.


Problem Statement

Kusama's current economic model is unsustainable:

Issue Current State Impact
Inflation 7.82% annually Continuous dilution regardless of activity
Burns Disabled (0%) No deflationary pressure whatsoever
Treasury Spends ~7x revenue ~0.0968 KSM/block net loss
Supply 10M → 17.4M in 6 years 74% increase, unlimited trajectory

Meanwhile, Polkadot has capped supply and declining inflation. Kusama is falling behind.

Verified On-Chain Data (December 2025 - January 2026)

Metric Value Source
Total Supply 17.4M KSM CoinMarketCap
Current Inflation 7.82% Subscan
Total Staked 8.085M KSM (~46%) Subscan
Active Validators 1,000 Subscan
Treasury Balance ~283K KSM Forum Analysis
Daily Transaction Fees ~3.5 KSM On-chain data (2025 avg)
Daily Treasury Inflows ~239 KSM Forum Analysis
Treasury Burn Rate 0% Chain State

Proposed Changes

1. Reduce Base Inflation: 7.82% → 5%

Rationale: Lower base inflation reduces dilution. Unlike a cap, this is adjustable via governance if conditions change.

Scenario Inflation Annual Issuance
Current 7.82% 1.36M KSM
Proposed 5% 870K KSM

Implementation:

const TARGET_INFLATION: Perquintill = Perquintill::from_percent(5);

Note: The impact on per-validator rewards depends on the validator count. See @olanod's complementary proposal for the validator/core reduction plan that maintains validator profitability.


2. Implement Multi-Source Burn Mechanisms

Rather than a cap, we reduce inflation through burns across protocol revenue streams.

Source Current Proposed Annual Impact (est.)
Transaction Fees 0% burned 50% burned ~640 KSM*
Treasury Inflows 0% burned 10% burned ~8,700 KSM
Treasury Balance 0% burned 1% per period (100K floor) ~110,000 KSM**
Coretime Revenue 0% burned 25% burned ~5,000-20,000 KSM***
Slashing 0% burned 50% burned ~0-2,000 KSM

*Fee burns are small at current activity but scale with network growth. **Treasury burn estimate based on current ~283K balance; burns only apply to balance above 100K floor. ***Coretime is new; estimate based on expected growth, not historical data.

Combined estimated burns: 125,000-140,000 KSM/year (at current treasury balance)

Where the burns come from:

  • Treasury burns do the heavy lifting (~85% of total burns)
  • Fee burns scale with growth (small now, significant if activity grows 10-50x)
  • Coretime burns grow with adoption (infrastructure for the future)

Net inflation calculation (current treasury balance):

Gross Inflation:     5% × 17.4M = 870,000 KSM/year
Estimated Burns:     ~130,000 KSM/year
Net Inflation:       ~740,000 KSM/year = ~4.25%

How treasury burns work:

  • Each 6-day spend period, 1% of treasury balance above 100K KSM is burned
  • Current treasury: 283K → Burnable: 183K → Per-period burn: 1,830 KSM
  • 61 periods/year → ~112K KSM/year from treasury burns alone
  • Floor protects treasury from depletion; burns decrease as treasury approaches 100K

Implementation:

// Fee distribution
const FEE_BURN_PERCENT: u8 = 50;
const FEE_TREASURY_PERCENT: u8 = 30;
const FEE_VALIDATOR_PERCENT: u8 = 20;

// Treasury burns
const TREASURY_INFLOW_BURN_PERCENT: u8 = 10;
const TREASURY_BURN_PERCENT: u8 = 1;        // Per 6-day spend period
const TREASURY_BURN_FLOOR: Balance = 100_000 * KSM;  // No burns below this

// Revenue burns
const CORETIME_BURN_PERCENT: u8 = 25;
const SLASH_BURN_PERCENT: u8 = 50;

A Note on Treasury Spending

Burns have the most impact when paired with spending discipline. If the treasury spends faster than burns can offset, the mechanism is weakened.

This proposal focuses on the on-chain burn parameters. Treasury spending culture — how voters evaluate proposals, milestone-based funding, retroactive grants — is an important but separate conversation that deserves its own discussion.


Complementary Proposals

This proposal focuses on the supply side of Kusama's economics. Other proposals address different aspects:

@olanod's Validator/Core Reduction (Cost Side)

@olanod has proposed a phased reduction of validators and cores aligned with WFC 573 (Kusama's approved 32-core JAM upgrade). This addresses the cost side — reducing security spend while maintaining network integrity.

How the proposals fit together:

  • This proposal: Reduces inflation through burns (supply side)
  • @olanod's proposal: Reduces validator/core costs (cost side)
  • Combined effect: Lower inflation + lower costs = sustainable economics

We explicitly support coordination with @olanod's work rather than duplicating it.

Other Treasury Reform Approaches

The community is exploring various approaches to treasury sustainability (e.g., loan-based models, self-financing mechanisms). These are not mutually exclusive with burn-based tokenomics — they solve different problems and can stack.

This proposal takes no position on those alternatives. If the community pursues them alongside burns, that's compatible.


Economic Model: Current vs. Proposed

Current Model (Unsustainable)

Annual Supply Change = ~7-8% (varies with staking ratio, currently 7.82%)
Burns = 0
Net Result: Perpetual dilution, unlimited supply growth

Proposed Model (Activity-Responsive)

Annual Supply Change = Base Inflation (5%) - Burns

Burns = Fee Burns + Treasury Burns + Coretime Burns + Slash Burns

Where burns scale with network activity:
  - High usage → More fees/coretime → More burns → Lower net inflation
  - Low usage → Fewer fees → Fewer burns → Moderate net inflation (~4.25%)

Projected Scenarios

Scenario Gross Inflation Est. Burns Net Inflation
Current treasury (283K) 5% ~130K KSM ~4.25%
Treasury at 200K 5% ~70K KSM ~4.6%
Treasury at floor (100K) 5% ~20K KSM ~4.9%
High activity (10x fees + 400K treasury) 5% ~200K KSM ~3.8%

Key insight: At current treasury balance, this proposal reduces inflation from 7.82% to ~4.25% — a 46% reduction. Burns are self-adjusting: they decrease as treasury approaches the 100K floor, preventing depletion.


Why Burns Become More Important Over Time

WFC 573 commits Kusama to a 32-core JAM configuration, which will eventually require far fewer validators (~96) than today's 1,000. As validator costs drop, the base inflation needed for security decreases.

In that future:

  • Security costs could drop to ~2.4% (per WFC 573 estimates)
  • The burn infrastructure built now becomes the primary lever for fine-tuning supply
  • Burns allow governance to target whatever net inflation rate makes sense

This proposal builds the burn infrastructure now so it's ready when validator costs drop.


Comparison: Kusama vs. Polkadot vs. Ethereum

Aspect Kusama (Proposed) Polkadot (Current) Ethereum
Supply Cap None 2.1B DOT None
Scarcity Mechanism Burns Cap + stepped decline Burns (EIP-1559)
Flexibility High Low (cap is fixed) High
Activity-Responsive Yes No Yes
Cliff Problem None Yes (approaching cap) None
Current Net Inflation ~4.25% (proposed) Declining to 0% ~0.74% (fluctuates)

A Note on Ethereum

Ethereum currently runs ~0.74% net inflation — significantly lower than our proposed ~4.25%. We're not claiming parity with Ethereum. The differences:

  • Ethereum's base issuance is lower (~0.5-1% for staking vs our 5%)
  • Ethereum has massive transaction volume — fee burns are substantial
  • Our fee burns are minimal today (~640 KSM/year at current activity)

What we share with Ethereum is the mechanism: burns that scale with activity, no hard cap, governance-adjustable parameters. We're adopting their framework, not matching their current numbers.

This proposal is a starting point. If successful, future versions can reduce base inflation further.


Implementation

All burn-related changes take effect upon passing:

Change Parameter
Base inflation 7.82% → 5%
Fee burn 0% → 50%
Treasury inflow burn 0% → 10%
Treasury balance burn 0% → 1% per period (100K floor)
Coretime burn 0% → 25%

Note: Validator set changes are handled by @olanod's complementary proposal, not this one.


Reversibility

All parameter changes in this proposal are governance-reversible. If something doesn't work, we can fix it.

Parameter Can Be Reversed? How
Base inflation (5%) Yes Governance vote to adjust inflation rate
Fee burn (50%) Yes Governance vote to adjust fee distribution
Treasury burns Yes Governance vote to modify or disable
Coretime burn (25%) Yes Governance vote to adjust

Unlike a hard cap, which creates political pressure against any future change, burn mechanisms can be tuned up or down based on real-world results. If 5% inflation proves too low for validator security, we can increase it. If burns are too aggressive, we can reduce them.

This is experimentation, not permanence. Kusama's purpose is to test things.


Risks and Mitigations

Risk Likelihood Mitigation
Burns insufficient for major impact Medium Treasury burns provide baseline; fee burns scale with growth
Treasury underfunded Low 100K floor protects minimum balance; burns decrease as treasury approaches floor
Community prefers hard cap Medium Present honest data; let community decide
Divergence from Polkadot Low risk Kusama's purpose is experimentation
Coordination with @olanod's proposal fails Low Proposals are independently valuable; both passing is better, but either alone still helps

Success Metrics

After 12 months, this proposal succeeds if:

Metric Target Measurement
Net inflation < 5% (Issuance - burns) / supply
Burn rate > 100K KSM/year On-chain tracking
Treasury balance Stable above 100K floor Treasury account
Mechanism functioning Burns scaling with activity On-chain monitoring

Long-term success: If network usage grows significantly, net inflation should decrease proportionally — demonstrating the activity-responsive model works.


Future Path: Beyond v1.2

This proposal is conservative by design. If v1.2 succeeds, the framework enables further optimization.

The Roadmap

Version Base Inflation Est. Net Inflation Trigger
Current 7.82% 7.82%
v1.2 (this proposal) 5% ~4.25% Pass referendum
v2.0 4% ~3.5% 12-month success metrics met
v3.0 3% ~2-2.5% Sustained treasury health + JAM transition
Long-term 2-3% ~1-2% High activity + mature coretime market

The Burn Mechanism Is Infrastructure

Even if fee burns are negligible today (~640 KSM/year), the mechanism will be in place. If Kusama activity grows 10-50x, we don't need a new referendum — burns automatically increase.

v1.2 builds the rails. Future growth rides them.


Conclusion

This proposal doesn't promise deflation. It promises sustainable, activity-responsive tokenomics.

What we deliver:

  • 46% reduction in net inflation (7.82% → ~4.25%)
  • Burns that scale with growth (small now, significant if Kusama thrives)
  • Treasury protection (100K floor prevents depletion)
  • Flexibility (adjustable via governance, unlike a hard cap)
  • Complementary design (works alongside @olanod's validator reduction proposal)

Polkadot went with a hard cap. Kusama should prove there's another way — not through hype, but through honest, adaptive economics.


Call to Action

  1. Discuss — Share feedback on the forum thread
  2. Coordinate — Support both this proposal and @olanod's complementary work
  3. Verify — Check our numbers. We've been wrong before; we'd rather be corrected than wrong.

Kusama has always been about experimentation. This proposal experiments with honest tokenomics.


References


Version 1.2 — Burn-focused, complementary to @olanod's validator reduction proposal. Building the supply-side infrastructure for sustainable Kusama economics.

@monsieurbulb
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monsieurbulb commented Jan 16, 2026

Thanks for taking the initiative and the structure (ie this gist), good to have other people thinking on this stuff and prompting discussion.

I caveat the following with the understanding that 'change is the only constant' and that Kusama is itself a coordination experiment.

The open question: can a distributed network of agents (human and machine) iterate successfully towards intellectual, economic and narrative coherence?

The output of increasing coherence will naturally first be sustainability, then profitability in a regenerative, rather than extractive form.

A simple rubric - does a decision likely increase or decrease the network's aggregate collective intelligence.

Prior context

Assumptions

treasury balance not ~283K KSM is ≈ 679K KSM on Asset Hub

Annual impact estimations of burning are not rooted in a basic (network) financial model, this would be useful to do.

Success metrics are also not rooted in any underlying data / model.

The major problem isn't inflation, it is unproductive inflation.

Thoughts

This proposal introduces an Ethereum-inspired economic model for Kusama

Yes Polkadot imitating Bitcoin's hard cap hardcodes a 'guess'. It is also nothing new.

Following an Ethereum model iterates the design on from Bitcoin, but again doesn't bring anything new.

Ethereum's burn model came after demand - post revenue, when blocks were full, fees were high and this decision made sense.

Kusama is in a definitively different position - pre-revenue.
Fees are so low that the volume of transactions needed to make a dent in the supply is vast.

Blockspace is a commodity good - if the cost is ~0, then burning will have little to no impact.

We are not failing for tools, or talent or resources but for imagination of what may exist beyond the horizon.

Kusama's current economic model is unsustainable

This is a key statement that is worth unpacking - how is Kusama unsustainable?

There is little to no treasury spending, so that is right now, sustainable.
Validators however are underwater and have been for a while.
Validator reduction solves this directly per ref#573.
With 32/24 cores we can then calcuate the direct costs of validating the network in USD terms.

Provocation

Assume you cannot use Bitcoin's model.
Assume you cannot use Ethereum's model.

They are context dependent designs, you cannot just clone the parameters and expect to improve issues within a different context.

Keep it simple stupid (KISS)

Work within the context we have, not the one we would like.

Step 1. Assume network sustainability should be the initial focus that aligns all stakeholders.
Step 2: Work out what is the cost base of the network - this is then the demand problem we have.
Step 3: Calulate the leanest version of Kusama - what is actually essential to maintain? (the rule - cut once, cut deep).
Step 4: Derive a baseline network budget denominated in USD.
Step 5: Develop a coordinated strategy to drive USD revenue to cover costs.
Step 7: Coordinate network resources to activate this strategy in the most cost-effective way possible.
Step 8: Ensure there are objective and ungameable metrics to assess progress towards the revenue targets.

First do what's necessary, then do what's possible - then you can achieve the impossible.

Addendum

Kusama has 10m DOT coming in to fuel innovation.
This is basically free money from a network sustainability perspective - ie we're spending down DOT but any value accrues to KSM.

There are then two budgets:

  1. Infrastructure (USD based costs)
  2. Experimentation (DOT based costs).

This is a pretty good starting point.

@hantoniu-codeberg
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hantoniu-codeberg commented Jan 16, 2026

Thanks for the detailed feedback.

Treasury balance: You're right — current balance is ~679K on Asset Hub, not 283K. This actually means the burn impact is larger than projected:

  • Burnable balance: 579K (above 100K floor)
  • Annual treasury burns: ~353K KSM (vs ~112K in proposal)

The on-chain proposal is now conservative — it delivers more than the ~4.25% net inflation promised. I'll note the correction in the forum thread.

On the "pre-revenue" framing: We agree — fee burns are negligible today (~640 KSM/year). The proposal explicitly says "treasury burns do the heavy lifting" and "fee burns scale with future growth." We're not claiming Ethereum-level fee volume.

On KISS vs burns: These aren't mutually exclusive. Your framework (USD costs, revenue generation, objective metrics) addresses spending discipline — the proposal notes this is "an important but separate conversation." Burns address supply-side mechanics. Both can coexist.

Would you be interested in developing the KISS framework into a concrete proposal? It would complement this one.

@monsieurbulb
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monsieurbulb commented Jan 27, 2026

Treasury balance: You're right — current balance is ~679K on Asset Hub, not 283K. This actually means the burn impact is larger than projected.

This won't make any difference - burning is a (tired) meme. You may as well burn the entire treasury - it won't make a difference in the way you think it will.

On KISS vs burns: These aren't mutually exclusive. Your framework (USD costs, revenue generation, objective metrics) addresses spending discipline — the proposal notes this is "an important but separate conversation." Burns address supply-side mechanics. Both can coexist.

No, this is a misunderstanding. This is the entire strategy, because burning is not a viable path to sustainability.

Also, the figure being used are all pulled out of thin air - there's nothing credible there, this is a classic "we must do something... anything" strategy.

The thing to focus on is actual revenue (stablecoin denominated).

The primary issue is not inflation, it is unproductive inflation.

@monsieurbulb
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on an adjacent note for your reference and related to kusama sovereignty (or not).

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