PR #11441 fixed do_refund to properly decrement total supply when allow_burn = true. However, any assets where this bug was previously triggered still have overcounted supply on-chain (I think only Westend is affected).
The do_try_state check currently uses >= instead of == for supply validation as a workaround for this existing discrepancy.
We should add a migration that fixes this discrepancy in the future, but #11411 at least ensures that the discrepancies will not increase more in the future.