This is brilliant. Much needed.
For all those who are thinking about price action, APY.. etc, please focus on Market Cap (MC) that's what will grow your investment and MC is Supply x $price of KLIMA. With reduced APY, the Supply (# of circulating KLIMA) would increase at a much lower rate. If the treasury is able to accumulate high valued Carbon Tonnes, then it's growth would reflect in a higher MC, which means an increasing price.
IMHO... for all investors, who are looking for their investment growth in KLIMA, the gamechanger is that "The treasury growth should be faster than the dilution due to KLIMA supply increase".
Reducing the APY --> Lower emissions --> Slower increase of KLIMA supply
High quality Carbon Tonnes --> Growth in treasury --> Growth in MC and price (hopefully, as it is still driven by market sentiment).
To increase the treasury, the protocol by default creates a supply squeeze that causes the price to increase. This is evident in off-chain Carbon Credit prices. Not yet seen on-chain due to lack of demand for offsets on-chain. KLIMA Infinity would change that.
Plus the team is always looking at buying carbon credits at bulk discount. Imagine buying an Nature based Carbon Tonne in bulk @ $8 instead of $10 and over 12 months it costs $15.
Loving this proposal. Things are falling in place.