Delayed Repression and Emergent Instability in Adaptive Multi-Agent Systems

Regulatory institutions (from content moderation platforms to financial supervisors) observe, deliberate, and intervene only after a characteristic delay. We ask whether this processing lag alone can destabilize a multi-agent system that would otherwise remain stable, without exogenous shocks, coordination among agents, or malicious actors. We study this in two stages. First, we analyze a delayed replicator equation in which autonomous agents benefit from radical behavior but face punishment based on a lagged institutional alarm signal. We derive a closed-form critical delay beyond which the unique interior equilibrium loses stability through a Hopf bifurcation, and prove via center manifold reduction that the bifurcation is supercritical (bounded oscillations, not explosive growth) for the entire sigmoid response family. Second, we embed N=240 agents on a network with reinforcement learning (tabular Q-learning) and cross institutional delay with three decision architectures: fixed-policy, reactive (a memoryless threshold heuristic), and Q-learning. The hierarchy is opposite to the naive expectation that learning amplifies instability. Reactive agents are perfectly stable without delay yet collapse once delay is introduced (96% runaway by delay >= 8); fixed-policy agents are immune (0% at all delays); Q-learning agents are only partially resilient (66% at delay 20). The destabilizing ingredient is reactivity to delayed signals, not learning: agents that immediately exploit low-alarm windows trigger oscillatory feedback loops, while learning buffers this through punishment memory encoded in value functions. Throughout, "runaway" denotes bounded large-amplitude oscillation crossing a radical-fraction threshold, consistent with the supercritical bifurcation, not unbounded growth.