There would be no point in a delay for those receiving a rebate. So it has to be a delay for those who have to pay.
When people on Twitter have a big following, people think that these people must know something that the average anon does not know.
But IMO, they don't know any moar than we do.
They are speculating just like we are.
The advantage that we have here is that we can run our ideas past other anons and get feedback.