Economic modeling suite for the Gonka Network -- a decentralized AI infrastructure platform with ~98% productive compute and Sprint Consensus (2.3B-parameter Transformer-based PoW).
Generates 5 Excel workbooks (1 master + 4 standalone) that model token emission, price scenarios, fee transition, host profitability, and treasury operations over a 10-year horizon. Built for Gonka leadership, investors, and economic stakeholders.
pip install -r requirements.txt
python generate.pyOutput: 5 .xlsx files in output/.
To generate a minimal test workbook (Assumptions tab only):
python generate.py --testDependency: Python 3.x + openpyxl==3.1.5 (sole dependency).
gonka_master_model.xlsx -- Complete model with all 5 economic models, executive dashboard, and full parameter set.
| Tab | Description |
|---|---|
| Documentation | Cover sheet with table of contents and tab descriptions |
| Assumptions | All 70 input parameters, scenario selector, and what-if toggles |
| Emission Schedule | Mining reward decay curve and circulating supply over 10 years |
| Token Price | Multi-scenario price trajectories (Conservative/Base/Aggressive) and market cap |
| Fee Transition | Fee revenue vs. mining emission crossover analysis |
| Host Profitability | GPU host economics, income composition, and breakeven analysis |
| Treasury & POL | Community Pool, protocol-owned liquidity, buyback-burn, and floor defense |
| Dashboard | 8 cross-model KPIs, 3-scenario comparison matrix, and summary charts |
Each standalone contains only the model tabs needed for its analysis, plus dedicated Documentation, Assumptions (filtered to relevant parameters), and Definitions tabs.
| Workbook | Tabs | Use Case |
|---|---|---|
gonka_token_price.xlsx |
5 | Token price scenarios and market cap projections |
gonka_fee_transition.xlsx |
6 | When fee revenue overtakes mining emission |
gonka_host_profitability.xlsx |
7 | GPU host ROI, breakeven price, and churn risk |
gonka_treasury_pol.xlsx |
7 | Community Pool runway, POL returns, buyback-burn impact |
This section is a hands-on guide for non-technical users opening the workbooks in Excel or Google Sheets.
- Open any
.xlsxfile from theoutput/folder. - The Documentation tab (first tab) contains a table of contents with clickable links to every other tab.
- Each model tab has a "Back to Documentation" hyperlink in the top-right corner for easy navigation.
On the Assumptions tab, find the Scenario Selector section:
- Click the Active Scenario cell (blue background).
- Choose from the dropdown: Conservative, Base, or Aggressive.
- The entire workbook recalculates automatically -- all price projections, fee estimates, host income, treasury balances, and dashboard KPIs update to reflect the selected scenario.
Three toggles on the Assumptions tab let you model alternative futures:
| Toggle | Values | Effect |
|---|---|---|
| Buyback-Burn Active | Y / N | Enables or disables the buyback-burn mechanism across all models |
| Deploy POL Active | Y / N | Enables or disables protocol-owned liquidity deployment from the Community Pool |
| Tail Emission Toggle | ON / OFF | When ON, enforces a 10,000 GNK/day emission floor to prevent mining rewards from reaching zero |
Change any toggle and all downstream tabs recalculate instantly.
The Dashboard tab (master workbook only) provides an at-a-glance summary:
8 Key Performance Indicators (Year 10, active scenario):
| KPI | Source |
|---|---|
| Year 10 Circulating Supply | Emission Schedule |
| Year 10 Active GNK Price | Token Price |
| Year 10 Circ. Market Cap | Token Price |
| Year 10 Fee/Emission Ratio | Fee Transition |
| Year 10 Host Net Monthly Income | Host Profitability |
| Year 10 Net Treasury Value | Treasury & POL |
| Cumulative Buyback Burn (% Supply) | Treasury & POL |
| Host Churn Risk Periods (Total) | Host Profitability |
Below the KPIs, a Scenario Comparison Matrix shows 6 metrics side-by-side across Conservative/Base/Aggressive scenarios with color-coded cells (red-yellow-green).
| Cell Color | Meaning |
|---|---|
| Blue background, dark blue text | Input -- editable by the user |
| Black text, no fill | Formula -- calculated automatically |
| Green text | Cross-tab reference -- pulls data from another sheet |
| Red text, light red fill | Warning -- flags danger zones (e.g., churn risk) |
All cells except inputs are locked to prevent accidental formula edits.
- Password:
gonka - To unlock: Review > Unprotect Sheet > enter
gonka. - Google Sheets note: XLSX sheet protection is not preserved when opening in Google Sheets. Formulas remain functional but are unprotected.
All tabs are configured for print:
- Landscape orientation, fit-to-page width
- Margins optimized for A4/Letter
- Headers include tab name; footers include page numbers
- Charts are sized to print cleanly alongside data tables
All models use a shared 32-period time axis: 24 monthly periods (Year 1-2) followed by 8 annual periods (Year 3-10). Each model builds on its predecessors in a dependency chain.
Models the exponential decay of GNK mining rewards from the 680M mining allocation.
- Decay curve, cumulative mined supply, circulating vs. locked supply
- Inflation rate comparison with Ethereum
- 3 charts: emission decay, supply composition, inflation benchmark
Projects GNK price under three macro scenarios using the emission schedule as input.
- Conservative, Base, and Aggressive price bands
- Circulating market cap and fully diluted valuation
- Buyback-burn price floor effect
- 2 charts: scenario price trajectories, price vs. supply dual-axis
Analyzes the crossover point where network fee revenue exceeds mining emission value.
- Fee revenue from compute transactions vs. emission value
- Crossover ratio timeline (ratio > 1.0 = self-sustaining)
- Tail emission impact analysis
- 3 charts: revenue split, crossover ratio, fee vs. emission
Models the economics of running a GPU host node on the Gonka Network.
- Monthly income: mining rewards + fee share
- Operating costs: electricity, hardware depreciation, bandwidth
- Breakeven GNK price and ROI analysis
- Churn risk flagging (periods where hosting is unprofitable)
- 3 charts: income composition, Gonka vs. traditional cloud, breakeven price
Simulates the Community Pool (12% of supply) and protocol-owned liquidity strategy.
- Community Pool inflows, outflows, and runway
- POL deployment returns and impermanent loss
- Buyback-burn cumulative impact on circulating supply
- Floor defense trigger analysis
- 3 charts: treasury composition, depletion timeline, buyback-burn impact
The model is driven by 70 parameters organized into 15 groups, defined in models/parameters.py.
| Group | Count | Examples |
|---|---|---|
| Token Supply | 4 | Total supply (1B), mining allocation (68%), community pool (12%), founders (20%) |
| Emission Parameters | 4 | Epoch length, decay factor, initial reward, halvening schedule |
| Revenue Allocation | 4 | Fee split ratios between hosts, treasury, and burn |
| Price Scenarios | 7 | Conservative/Base/Aggressive price low and high bounds |
| Developer Growth | 4 | Developer adoption curve and compute demand multipliers |
| Fee Transition | 2 | Base fee rate, tail emission rate (10,000 GNK/day) |
| GPU Economics | 4 | Hash rate, power consumption, hardware cost |
| Host Economics | 11 | Electricity cost, bandwidth, maintenance, depreciation |
| POL Parameters | 7 | Deployment rate, target APR, IL assumptions |
| Buyback Parameters | 5 | Buyback rate, burn percentage, price floor trigger |
| Floor Defense | 6 | Defense trigger price, reserve ratio, intervention size |
| Treasury Operations | 2 | Operating budget, grant allocation |
| What-If Toggles | 2 | Buyback-Burn Active, Deploy POL Active |
| veGNK Parameters | 5 | Lock duration, boost multiplier, governance weight |
| Network Parameters | 3 | Node count growth, utilization rate, network capacity |
Each parameter carries a confidence level:
- HIGH -- derived from protocol constants or historical data
- MED -- informed estimates based on comparable networks
- LOW -- speculative projections requiring future validation
All parameters include source citations (whitepaper sections, comparable protocol data, or modeling assumptions) visible in the Assumptions tab.
gonka-tokenomics/
generate.py # CLI entry point (--test flag for quick validation)
requirements.txt # openpyxl==3.1.5
models/
parameters.py # 70 parameters, 15 groups (single source of truth)
generators/
workbook_base.py # Assumptions tab, scenario selector, what-if toggles
styles.py # Named styles, color constants, number formats
chart_utils.py # Chart rendering fix for Excel compatibility
emission.py # Emission Schedule tab (32 rows, 10 cols, 3 charts)
token_price.py # Token Price tab (32 rows, 12 cols, 2 charts)
fee_transition.py # Fee Transition tab (32 rows, 14 cols, 3 charts)
host_profit.py # Host Profitability tab (32 rows, 13 cols, 3 charts)
treasury.py # Treasury & POL tab (32 rows, 14 cols, 3 charts)
dashboard.py # Dashboard tab (8 KPIs, scenario matrix, 3 charts)
documentation.py # Master workbook Documentation tab
cover_sheet.py # Standalone Documentation tab
glossary.py # Standalone Definitions tab (22 terms)
standalone.py # Standalone workbook generator
standalone_config.py # Per-standalone configs, glossary terms, narratives
print_setup.py # Print settings and cell protection
output/ # Generated workbooks (gitignored)
17 charts across 6 model/dashboard tabs. All charts use fix_chart_rendering() to patch the openpyxl application tag for reliable rendering in desktop Excel.
The economic models are grounded in four research documents produced during v1.0, plus five deep-dive analyses:
| Document | Description |
|---|---|
Gonka_Macro_Tokenomics_Research.md |
Macro-level tokenomics analysis: supply dynamics, emission curves, market positioning |
Gonka_Tokenomics_Deep_Analysis.md |
Technical deep dive into all economic mechanisms and their interactions |
Gonka_Tokenomics_Explained.md |
Stakeholder-friendly explainer of the entire token economy |
Gonka_Tokenomics_Fine_Tuning_Recommendations.md |
10 prioritized recommendations for optimizing the token economy (capstone) |
Five specialized research reports in .planning/phases/01-deep-macro-tokenomics-research/research/:
- Protocol-Owned Liquidity -- POL strategies, LP mechanics, IL mitigation
- Real Yield and Buybacks -- Buyback-burn economics, sustainable yield models
- veToken and Governance -- Vote-escrow mechanics, governance incentive alignment
- Fee Transition Stress Test -- Crossover timing under adverse conditions
- GPU Economics and Developer Growth -- Compute market dynamics, adoption curves
whitepaper.pdf-- Gonka Network technical whitepapertokenomics.pdf-- Original tokenomics specification
- 5 Excel workbooks: 1 master (8 tabs, 17 charts) + 4 standalone
- 70 parameters with confidence levels and source citations
- Scenario selector (Conservative/Base/Aggressive) with full model chain recalculation
- 3 what-if toggles: Buyback-Burn, Deploy POL, Tail Emission
- Executive dashboard with 8 KPIs and scenario comparison matrix
- Cell protection, print-ready layout, cross-platform validated
- Comprehensive tokenomics research across 4 major documents
- 5 deep-dive analyses on POL, buybacks, governance, fees, and GPU economics
- 10 prioritized fine-tuning recommendations for the Gonka token economy