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Project Overview
Delayed is a Memecoin-focused Ethereum Layer 2 blockchain designed to capitalize on the explosive growth of the memecoin market. A portion of all platform fees is automatically directed towards buying back and burning memecoins launched on its platform. The community decides which coins receive these buybacks by staking their DELAY tokens, creating a unique ecosystem where platform growth directly benefits memecoin holders.
SEC Tokenization Innovation Exemption Further Delayed, Details Not Yet Disclosed
Odaily Odaily News: Fox Business crypto reporter posted on X platform, stating that according to a source familiar with the matter, the U.S. Securities and Exchange Commission's tokenization innovation exemption will be further delayed, and relevant details will remain undisclosed for now. The source noted that one possible reason is that the tokenization provisions in Section 10505 of the Clarity Act have been under repeated consultation among stakeholders, and any action taken by the SEC through the innovation exemption could affect the compromise plan for those provisions. This means that until the path forward for the Clarity Act becomes clearer, the exemption may remain on hold. The SEC still plans to hold a public meeting at 10 a.m. tomorrow, during which it intends to propose new rules and exemptions for fundraising transactions involving crypto assets, namely Regulation Crypto Assets.
US Crypto Regulation Bill Delayed Again, CLARITY Act May Be Postponed Until Before Midterm Elections Amid Continued Maneuvering
The U.S. Senate has delayed the vote on the CLARITY Act until after the summer recess, increasing uncertainty regarding the bill's passage in the short term. Both parties currently remain divided over provisions such as restrictions on crypto asset interests and regulatory authority.
CLARITY Act Feared Delayed Until 2027, Large Crypto Enterprises May Leverage Regulatory Vacuum to Expand Advantage
According to Cryptopolitan, the U.S. Senate is scheduled to enter recess on August 7, leaving an extremely limited window for the CLARITY Act to pass before then. If voting is not completed this week, the next feasible window will be delayed until September, and if missed again, it could be postponed until after the midterm elections, meaning enactment may not occur until 2027. The main disagreement over the bill currently lies in the Democrats' insistence on adding crypto ethics clauses for senior government officials, but the consolidated draft has not yet incorporated relevant provisions. During the regulatory vacuum, large institutions such as Coinbase and Circle are better equipped to adapt to the uncertain environment due to their capital strength—ARK Invest increased its holdings in both companies this week, and Circle was approved for a federal national trust bank charter in July—while small and medium-sized crypto enterprises and DeFi projects continue to face pressure. In terms of the market, Polymarket data shows that the probability of the CLARITY Act passing within 2026 has dropped to 23%, a significant decline from Galaxy Research's prediction of 67%–75% in mid-May.
U.S. House Financial Services Committee to Hold CLARITY Act Hearing, Updated Text May Be Delayed Until Next Week
Crypto journalist Eleanor Terrett posted on X, stating that Republican members of the U.S. House Financial Services Committee will hold a live hearing in New York at 10:00 AM Eastern Time, focusing on how the CLARITY Act can drive innovation in the digital asset sector.This hearing is an informational session aimed at gathering industry opinions and discussing policy implications, and it will not affect the Senate's current legislative process for the bill.Meanwhile, the updated legislative text of the CLARITY Act has still not been released. Previously, U.S. President Donald Trump met with Republican senators regarding related ethical provisions, but as of now, the new bill text has not been officially published.Eleanor Terrett cited industry sources, noting that crypto industry leaders currently expect the release of the updated text to be delayed until next week.Market participants are closely watching the CLARITY Act, which serves as a key component of the U.S. crypto market structure regulatory framework. Its final text and pace of advancement will influence the future compliance pathways for digital asset companies, trading platforms, and institutional investors.
Naver and Dunamu's $9.9 Billion Share Swap Transaction Delayed Again to Year-End
Naver Financial and Dunamu have postponed the completion date of their comprehensive share swap transaction to December 31st, marking the second delay for this deal. The transaction aims to integrate Dunamu, the operator of South Korea's largest cryptocurrency exchange Upbit, into Naver's financial division. The original settlement date was September 30th. Dunamu stated that incomplete digital asset legislation and pending antitrust reviews remain key variables, and any progress in either approval process could further extend the timeline or even lead to changes in the transaction.
Upbit Parent Company Dunamu and Naver Financial Stock Swap Transaction Delayed for Second Time
According to The Block, South Korea's Upbit parent company Dunamu and Naver Financial announced that their stock swap transaction has been delayed again, with the latest deadline extended to December 31, 2026. This is the second delay for the transaction; previously, in March this year, it was postponed from June 30 to September 30. The two companies stated that the "Digital Asset Basic Act" currently being drafted in South Korea may affect the transaction's progress or even the final outcome. The bill contains controversial clauses proposing to cap the shareholding ratio of major shareholders in domestic crypto exchanges at 20%, which would directly impact Upbit's existing equity structure if implemented. Previously, the transaction plan involved Naver Financial issuing approximately 87.56 million new shares, with a total value of about 15.13 trillion Korean won (approximately 9.9 billion USD), to promote synergistic development between both parties in the fields of digital assets and the integration of AI and blockchain.
Citrini Analyst: Nvidia's Rubin Architecture Launch May Be Delayed Again
Citrini analyst Jukan posted on X platform, stating that according to information from an expert conference call, the launch of Nvidia's next-generation Rubin architecture products might be postponed again, to the point where he "cannot even take a Saturday off."It is understood that Rubin is the next-generation AI chip architecture developed by Nvidia as the successor to the Blackwell architecture, first announced at the Computex Taipei in June 2024. As of now, Nvidia has not made an official response to the rumors regarding the Rubin project delay. Rubin is regarded as Nvidia's new-generation AI chip architecture following Blackwell, and its R&D and mass production progress have been under high market scrutiny. The above information remains unverified market rumors, and the specific release timeline awaits official disclosure from Nvidia.
SEC Seeks Public Comments on Prediction Market ETFs, Related Product Launches May Be Delayed or Postponed
the U.S. SEC is seeking public comments on prediction market ETFs and has postponed the approval process for related "new-type ETFs."SEC Chairman Paul Atkins stated, "New products bring new questions," indicating that regulators need to further assess the impact of such products. Previously, Bitwise, Roundhill, and GraniteShares have submitted applications for prediction market ETFs, which would track the outcomes of events such as U.S. elections.Bloomberg ETF analyst Eric Balchunas noted that the SEC is currently evaluating prediction market ETFs cautiously, similar to its previous approach to spot crypto ETFs. (Cointelegraph)
HTX DeepThink: Rate Cut Expectations Delayed to Post-September, Cryptocurrency Market Structure Divergence Intensifies
Chloe (@ChloeTalk1), a columnist for HTX DeepThink and researcher at HTX Research, analyzes that the current macro framework for the crypto market has shifted from “liquidity trades awaiting rate cuts” to a constraining environment characterized by “higher-for-longer interest rates + sticky inflation + war-related shocks.” According to the latest Reuters survey, most economists have pushed back their expectations for rate cuts to after September, with nearly one-third believing no cuts will occur this year. The primary reason is that the Middle East conflict has driven up energy prices, pushing inflation trajectories higher once again and thereby constraining the Federal Reserve’s policy space. This shift directly undermines the two key narratives previously supporting crypto assets: expectations of liquidity easing and a declining interest-rate path. Elevated oil prices, coupled with consecutive upward revisions to PCE inflation expectations, increase the likelihood that interest rates will remain high—or even extend their elevated period—leading to a higher discount rate and shrinking risk budgets. As a result, marginal capital inflows into the crypto market are diminishing, and high-volatility assets broadly face mounting pressure.
U.S. Crypto Market Structure Legislation Delayed; No April Senate Banking Committee Hearing Expected
According to The Block, Thom Tillis, a Republican Senator from North Carolina and a key negotiator on the Senate Banking Committee, stated that the committee does not expect to schedule hearings to revise and vote on the crypto market structure bill within April. The primary legislative disagreement currently centers on how to handle rewards associated with stablecoins: the current draft proposes banning rewards for idle stablecoin accounts while permitting returns generated from trading activity. Banking representatives fear such returns could draw deposits away from traditional banks, whereas crypto firms argue that restricting rewards would stifle innovation. Tillis suggested postponing the committee’s review to May. Previously, Senator Bernie Moreno warned that if the bill fails to pass before May, “digital asset legislation will stall indefinitely.”
DeFiLlama Founder: Mobile Launch Delayed Due to Phishing Apps on Apple App Store
DeFiLlama's anonymous founder 0xngmi stated that the team postponed the release of the official mobile app due to the long-standing presence of phishing apps impersonating DeFiLlama on the Apple App Store. Apple removed them only after the team submitted evidence that the malicious apps were stealing funds.
THORChain: ZEC Listing Delayed Due to Recent Zcash Vulnerability Disclosure
According to the THORChain blog, ZEC is in the queue for launch on THORChain. However, due to a recent vulnerability disclosed in Zcash—whose existing patch impacts integrators’ normal operations—THORChain must first complete a minor code modification to its Bifrost module before proceeding. The development team stated that the change is minimal but must be completed prior to ZEC’s launch. Monero (XMR) is currently expected to launch by the end of this month, with ZEC scheduled to follow.
DeFiLlama Founder: Mobile Launch Delayed Due to Phishing Apps on Apple App Store
DeFiLlama's anonymous founder 0xngmi stated that the team postponed the release of the official mobile app due to the long-standing presence of phishing apps impersonating DeFiLlama on the Apple App Store. Apple removed them only after the team submitted evidence that the malicious apps were stealing funds.
OpenAI: ChatGPT Free Users Can Now Use GPT-5.6 Luna Unlimitedly, Astra Delayed
Odaily News: AI company OpenAI announced that ChatGPT free users and users on the low-cost Go plan can now use the lightweight GPT-5.6 model Luna without limits, but only for text conversations. File uploads, image generation, and voice conversations will still be subject to existing usage limits.GPT-5.6 Luna is the fastest but relatively lower-performing model in the GPT-5.6 series, and it now includes a new "Think" option that allows for extended reasoning time. OpenAI has also improved GPT-5.6's top-tier model Sol for Plus and Pro users, enhancing the reliability of factual information such as numbers, dates, and sources.OpenAI has also decided to postpone the release of its next-generation model, Astra. Internal evaluations of this model have shown strong capabilities in coding and cybersecurity, potentially reaching a "dangerous" rating. Internal activities have been temporarily paused as enhanced safety standards have not yet been finalized.
U.S. House Financial Services Committee to Hold CLARITY Act Hearing, Updated Text May Be Delayed Until Next Week
Crypto journalist Eleanor Terrett posted on X, stating that Republican members of the U.S. House Financial Services Committee will hold a live hearing in New York at 10:00 AM Eastern Time, focusing on how the CLARITY Act can drive innovation in the digital asset sector.This hearing is an informational session aimed at gathering industry opinions and discussing policy implications, and it will not affect the Senate's current legislative process for the bill.Meanwhile, the updated legislative text of the CLARITY Act has still not been released. Previously, U.S. President Donald Trump met with Republican senators regarding related ethical provisions, but as of now, the new bill text has not been officially published.Eleanor Terrett cited industry sources, noting that crypto industry leaders currently expect the release of the updated text to be delayed until next week.Market participants are closely watching the CLARITY Act, which serves as a key component of the U.S. crypto market structure regulatory framework. Its final text and pace of advancement will influence the future compliance pathways for digital asset companies, trading platforms, and institutional investors.
Citrini Analyst: Nvidia's Rubin Architecture Launch May Be Delayed Again
Citrini analyst Jukan posted on X platform, stating that according to information from an expert conference call, the launch of Nvidia's next-generation Rubin architecture products might be postponed again, to the point where he "cannot even take a Saturday off."It is understood that Rubin is the next-generation AI chip architecture developed by Nvidia as the successor to the Blackwell architecture, first announced at the Computex Taipei in June 2024. As of now, Nvidia has not made an official response to the rumors regarding the Rubin project delay. Rubin is regarded as Nvidia's new-generation AI chip architecture following Blackwell, and its R&D and mass production progress have been under high market scrutiny. The above information remains unverified market rumors, and the specific release timeline awaits official disclosure from Nvidia.
SemiAnalysis: NVIDIA Kyber NVL144 Delayed Over 12 Months, Launch Postponed to 2028
SemiAnalysis posted on X, stating that just three months after Jensen's GTC demonstration of the Kyber NVL144, the product has encountered a major setback and is delayed by more than 12 months, with its launch postponed to 2028. NVIDIA's NVL72x2 back-to-back rack architecture has also been cancelled, thereby limiting the expansion domain of the Rubin Ultra.
GPT-5.6 and Gemini 3.5 Pro Reportedly Delayed to July Release, OpenAI’s New Voice Model May Launch This Week
Tech blogger @synthwavedd has stated that several highly anticipated cutting-edge AI models have adjusted their release schedules. Among them, GPT-5.6, originally slated for a near-term release, has been postponed to mid-July, while Google DeepMind has canceled the planned late-June launch of Gemini 3.5 Pro due to dissatisfaction with the model’s current performance.Meanwhile, preparations for the launch of OpenAI’s new-generation bidirectional voice model, Bidi, are progressing on the ChatGPT platform, with availability to users potentially coming as early as this week. Reports indicate that Bidi supports full-duplex voice interaction, allowing users to speak simultaneously with the model and interrupt the conversation at any time, marking a significant upgrade over existing voice modes.Additionally, Anthropic has granted early access to its Claude Sonnet 5 model for select enterprise clients. As the release progress of flagship models Mythos 5 and Fable 5 has slowed, Claude Sonnet 5 is seen as an interim product solution for Anthropic to alleviate competitive pressure.
Related news
DeFiLlama Founder: Mobile Launch Delayed Due to Phishing Apps on Apple App Store
DeFiLlama's anonymous founder 0xngmi stated that the team postponed the release of the official mobile app due to the long-standing presence of phishing apps impersonating DeFiLlama on the Apple App Store. Apple removed them only after the team submitted evidence that the malicious apps were stealing funds.
Serenity: Samsung and SKC Glass Substrate Mass Production Timelines Delayed Again, Industry Ramp-Up May Be Pushed Back by at Least One Quarter
Odaily Odaily News, Serenity stated that the mass production timeline for the glass substrate industry appears to have been delayed by at least another quarter. Samsung Electro-Mechanics has postponed investments related to semiconductor glass substrates due to bottlenecks in prototype customer reliability evaluations, and recently adjusted its operation start timeline to 2028 during its Q2 earnings call.Additionally, according to a previous TrendForce report, SKC has postponed its glass substrate mass production timeline from the second half of 2026 to the first half of 2027, with plans to complete final verification by the end of this year. Samsung's timeline has also been pushed back from the second half of 2027 to the first half of 2028.Serenity noted that while the timeline delays are not a positive signal, the industry shift toward glass core substrates is still approaching. The capacity ramp-up pace of related manufacturers such as LPK, Philoptics, and E&R may remain in sync with the aforementioned mass production timelines.
SEC Tokenization Innovation Exemption Further Delayed, Details Not Yet Disclosed
Odaily Odaily News: Fox Business crypto reporter posted on X platform, stating that according to a source familiar with the matter, the U.S. Securities and Exchange Commission's tokenization innovation exemption will be further delayed, and relevant details will remain undisclosed for now. The source noted that one possible reason is that the tokenization provisions in Section 10505 of the Clarity Act have been under repeated consultation among stakeholders, and any action taken by the SEC through the innovation exemption could affect the compromise plan for those provisions. This means that until the path forward for the Clarity Act becomes clearer, the exemption may remain on hold. The SEC still plans to hold a public meeting at 10 a.m. tomorrow, during which it intends to propose new rules and exemptions for fundraising transactions involving crypto assets, namely Regulation Crypto Assets.
BofA: NAND Spot Prices Surge, Storage Cycle End May Be Delayed Until 2028
According to TechFlow Research, BofA Securities' August 7 research report noted that in the first week of August, NAND spot prices for 512Gb to 1Tb rose 5% to 6%, 256Gb rose over 10%, and DRAM spot prices simultaneously increased 1% to 2%, outperforming seasonal patterns. The BofA Memory Index reading for June was 183, remaining at historical highs. BofA believes that second-tier and white-label OEMs are conducting concentrated restocking for the peak season, and traditional DRAM and NAND supply remains tight. Kioxia's Q3 revenue guidance increased 35% quarter-over-quarter, implying a quarterly increase of nearly 20% in average NAND prices. BofA expects DRAM and NAND prices to rise by another 8% and 3% respectively in Q4. Entering 2027, price increases will narrow quarter by quarter, but the full-year average price will still be higher than in 2026. The real adjustment will be delayed until 2028, when average DRAM and NAND prices will decline by 8% and 14% respectively. Capital returns are simultaneously ramping up; Samsung's special dividend may exceed 30 trillion Korean won, buybacks may exceed 40 trillion Korean won, and SK Hynix will also allocate 50% of free cash flow for returns.
OpenAI: ChatGPT Free Users Can Now Use GPT-5.6 Luna Unlimitedly, Astra Delayed
Odaily News: AI company OpenAI announced that ChatGPT free users and users on the low-cost Go plan can now use the lightweight GPT-5.6 model Luna without limits, but only for text conversations. File uploads, image generation, and voice conversations will still be subject to existing usage limits.GPT-5.6 Luna is the fastest but relatively lower-performing model in the GPT-5.6 series, and it now includes a new "Think" option that allows for extended reasoning time. OpenAI has also improved GPT-5.6's top-tier model Sol for Plus and Pro users, enhancing the reliability of factual information such as numbers, dates, and sources.OpenAI has also decided to postpone the release of its next-generation model, Astra. Internal evaluations of this model have shown strong capabilities in coding and cybersecurity, potentially reaching a "dangerous" rating. Internal activities have been temporarily paused as enhanced safety standards have not yet been finalized.
US Crypto Regulation Bill Delayed Again, CLARITY Act May Be Postponed Until Before Midterm Elections Amid Continued Maneuvering
The U.S. Senate has delayed the vote on the CLARITY Act until after the summer recess, increasing uncertainty regarding the bill's passage in the short term. Both parties currently remain divided over provisions such as restrictions on crypto asset interests and regulatory authority.