Kusama historical analysis - spending, coretime demand and treasury ROI

Update, one thing I’ve just realised I omitted was the treasury income with Bifrost’s return of staking rewards from their 50,000 KSM treasury loan.

Bifrost had repaied 50,000 KSM + one year staking reward back to Kusama Treasury - Subscan

Afaik this has been the only ‘income-like’ treasury proposal, but since it is merely returning staking rewards you can see it less as income and more like a new source of inflation.

Question: How do we frame this treasury ROI? @asteeber @jonas / others?

They have a new proposal for year 2 of the same ‘Treasury Subsidy’ here.

Borrowing process

Kusama side

Apply to Kusama treasury to borrow 50,000 KSM to the ParaId2001 (F7fq1jMmNj5j2jAHcBxgM26JzUn2N4duXu1U4UZNdkfZEPV) beneficiary through the (Treasury::propose_spend) method of the treasury module on Kusama.

Bifrost side

Generate Bifrost treasury derived address via Utility::derivative_account_id method;
Through the Tokens::set_balance method, an additional 50,000 KSM will be issued on Bifrost treasury derived address;
Transfer 50,000 KSM from Bifrost treasury derived address to the treasury (eCSrvbA5gGNYdM3UjBNxcBNBqGxtz3SEEfydKragtL4pJ4F) address via the Tokens::force_transfer method;
Mint 25,000 KSM into about 25,000 vKSM via VtokenMinting::mint method;
Add 25,000 KSM and corresponding minted 25,000 vKSM trading pairs to Zenlink and Mangata to provide liquidity.

Additional

In the actual transaction, steps 4 and 5 need to be called through the utility.dispatchAs method.
In the actual transaction, steps 1-5 need to be packaged into one transaction through utility.batchAll.

Repayment process

Bifrost side

Remove liquidity from DEXs, retrieve the liquidity of the KSM-vKSM trading pair to the treasury account;
With the VtokenMinting::redeem method, almost 25,000 vKSM is converted back to more than 25,000 KSM;
Transfer 50,000 KSM from Bifrost treasury address to treasury derived address via Tokens::force_transfer method and set_balance to 0;
Transfer 4,750 KSM (one year 50,000 KSM staking rewards from vKSM) from Bifrost Treasury to Bifrost Sovereign account on Kusama via the XCM;
Initiate a proposal on Kusama, repay 54,750 KSM to the Treasury.

Kusama side

Return roughly 54,750 KSM from ParaId2001 to Kusama treasury address (F3opxRbN5ZbjJNU511Kj2TLuzFcDq9BGduA9TgiECafpg29).