Feels like there's really no perfect solution here, but if we do this with no burn value I'm much less concerned about them being over-minted. Sure there will probably be some level of speculation to sell as close to "at cost" as possible, but with no guaranteed refund I think a lot of bot farms are going to be hard pressed to mint a ton and dump them for a profit.
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That's another factor that is very important to throw into the mix: the burn value. If this doesn't pass, then we need to add that into the future negotiations too.