puzzle
Since yesterday’s puzzles fizzled out faster than cheap fireworks and only confirmed what I’ve been screaming from the rooftops, I went back to my favorite pastime: public records and industry trends. Let me tell you, folks, what I’m seeing is less “peace on Earth” and more “let’s see who gets left in the snow.”
With the cannabis industry still under state control (for now, thankfully), the federal switch might finally be the plot twist we need to flip this whole script, end the corruption, and maybe, just maybe, level the playing field. But here’s the real question: have you followed the money?
Locally, nationally, globally, it’s like a treasure map where X marks the usual suspects. Watch the investments move, how the cash flows back to prominent families like some kind of legal Christmas bonus. The best part? If this all goes federally legal and stays “not plant-touching,” those software companies stand to pull a 15-20x valuation multiplier. Who saw that coming? Spoiler: not the small businesses.
Here’s what’s got my tinsel tangled:
1. The Players
Dutchie. MJ Freeway. PosaBit. These aren’t just compliance and POS tools, they’re basically the babysitters of cannabis businesses and regulators. But here’s the kicker: public records hint at ties between these companies and some very familiar names. Coincidence? Maybe. But like Santa, I’m making a list and checking it twice.
2. Hemp vs. Cannabis
Hemp’s the scrappy underdog with tax advantages and flexibility, which is why it’s got big cannabis shaking in their sleigh bells. Meanwhile, policy decisions magically seem to favor the big guys and make it harder for hemp operators to stay in the game. Gee, I wonder who benefits from that?
3. Expedited Licenses for the VIPs
If you’re a massive cannabis operator, it’s smooth sailing through licensing approvals. But social equity applicants? The ones these programs are supposed to help? They’re stuck in DMV-level purgatory. And for smaller players trying to transfer licenses? Forget it, it’s like trying to mail a letter to the North Pole. But somehow the big guys always get theirs. Curious, isn’t it?
4. Always Ahead of the Rules
Here’s the real holiday miracle: certain compliance software companies always seem to know the new rules before they drop. Almost like they’ve got the ghost of regulations future on speed dial. Coincidence? Probably not. But hey, I’m just unwrapping the patterns here.
Just My Holiday Musings
Look, I don’t have all the answers, just a lot of questions, a ton of curiosity, and maybe too much time on my hands during the holidays. But the threads I’m seeing, money flows, industry patterns, and public records paint an interesting picture.
Maybe it’s all a coincidence. Maybe it’s something more. But if you see these puzzle pieces fitting together, I’d love to hear your thoughts.
Happy holidays. Stay curious, keep digging, and don’t trust anyone who says “it’s just business.”