* Subscription plans, which are (probably) subsidized and definitely oversubscribed (ie, 100% of subscribers could not use 100% of their tokens 100% of the time).
* Wholesale tokens, which are (probably) profitable.
If you try to use one product as the other product, it breaks their assumptions and business model.
I don't really see how this is weaponized malaise; capacity planning and some form of over-subscription is a widely accepted thing in every industry and product in the universe?
Also, this is more like "I sell a service called take a bike to the grocery store" with a clause in the contract saying "only ride the bike to the grocery store." I do this because I am assuming that most users will ride the bike to the grocery store 1 mile away a few times a week, so they will remain available, even though there is an off chance that some customers will ride laps to the store 24/7. However, I also sell a separate, more expensive service called Bikes By the Hour.
My customers suddenly start using the grocery store plan to ride to a pub 15 miles away, so I kick them off of the grocery store plan and make them buy Bikes By the Hour.