mak So for your first point about people unstaking and selling. Currently increased bonding essentially damages the klima/bct premium (taking that pool as an example) as we sell klima into the klima-bct pool. Maintaining a high premium is important because it is harder to grow the treasury the closer klima is to the offsets in price. The inverse bonds KIP are a policy tool for extreme circumstances and not one that we should aim to use.
For your 2nd point about increasing carbon offsets prices, the current method of people selling klima for bct doesn't increase the offset price as much but like mentioned above reduces the klima/bct premium which will later make it harder to bond assets while we wait for more external demand to arrive. One way to deal with this that policy is working on is increasing depth in the klima-usdc pool so that klima->bct routes klima->usdc->bct which places upward pressure on bct price instead of downward pressure on klima/bct premium so that goal is still there.
On your final point, locked staking is something that is being considered in the future and the architecture of how it might look like is still being developed but this KIP is more about matching total supply expansion to the growth of the space as a whole while locked staking has usually been proposed as a way to reward long term stakers. An important but slightly separate issue. Also in the current climate there is no guarantee that demand will come from outside the system and most of the current bonding is done by repeat bonders. We can reduce the sell pressure by reducing capacity but to manage that we must reduce supply expansion so I do think this is the best way forward for long term stability.