Jason Balan
5.3K posts


I come across SO many people. They're in my inner circle, semi-inner circle, outer circle, at the gym, fellow parents, people who text the show - I've never had one interaction, let alone conversation (not one - not this year, not last year, not at thousands of Ajax doors), where someone even mildly opined "Canada should join the European Union". Not the most sane person, not the most loony person, not the person that is indifferent to Trump, not the person who despises Trump & can't focus on a single other important thing.
I've not had one 10 second convo w/ anyone about Canada joining the EU. So I have no idea who these people are.....deadly serious.
The Globe and Mail@globeandmail
Majority of Canadians open to joining EU, new poll suggests theglobeandmail.com/canada/article…
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@AMartinelliWA They went from trying to close the door on AU, to doubling the possession limit? 🧐
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Massachusetts lawmakers have reached an agreement on a cannabis reform bill that would restructure the state’s Cannabis Control Commission and make other changes to how marijuana is regulated, including doubling the possession limit. themarijuanaherald.com/2026/04/massac…
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Hey @Bkov9 time to bring back earnings calls. As more and more eyes start looking to this space, not having earnings call will be an unnecessary red flag for investors
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That’s because she don’t move it to schedule 3.
Polymarket@Polymarket
BREAKING: Trump projected to fire Attorney General Pam Bondi "imminently" 93% chance.
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@March2Millions I’d agree but it will take a year until he’s in place. Continued zero movement will wreck stocks to the downside.
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Spin it how you want; big picture Zeldin would be better for cannabis.
zerohedge@zerohedge
Bondi out odds spike
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@JesseBlake Playing the long game, and trying to build up the confidence.
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@AMartinelliWA Look at the “likes” compared to them - not even close.
Keep it up!
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@BalanJason $glasf will be $50/share and the detractors will still be talking about “the raid”
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@FI_JDH Pretty odd, considering they were raided by federal law enforcement, and financials collapsed.
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@BalanJason Why has $glasf performed better than its peers over the past year?
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@ghill37g @Taunting2x I appreciate that, and I understand the concern. To be clear, I’ve never made any promises or offered my personal opinion on when a final order will come. I’ve only reported what our sources have said—sources we know are close to the president and have been correct in the past.
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Here at the end of March, I’m curious if @AMartinelliWA still trusts his sources or if it was ever about being honest in the first place. $msos
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@marclanders @StaesDavid Unless they have no clue. Hopefully the industry is still educating them…
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@StaesDavid One thing is for sure, something has to give. This can't go on for much longer.
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@micklockwood4 They have no other option this time but to make it happen
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🚨 Bipartisan CLIMB Act just reintroduced: US cannabis operators finally get safe-harbor banking, private capital, and NYSE/Nasdaq listings — the same tools Canadian firms have used for years.
Trump’s Dec EO on Schedule III + this bill = the real unlock. 425K+ American jobs. Billions in new tax revenue. End the 280E tax trap that’s crushed domestic players.
This isn’t “weedification.” It’s America-First policy letting US innovators compete.
Congress: Pass it fast.
The window is now. $MSOS $GTBIF
👇 #CLIMBAct #USCannabis #CannabisStocks #MSOS #MSOGang
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@DenisRudev If you’ve followed the space long enough you know it’s DOA!
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@DenisRudev Overwhelming majority will vote against it until the doj reschedules. So, correct not another “delay“ headline - but DOA.
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Bipartisan infrastructure just hit the table — and it’s the missing piece Wall Street has been waiting for.
The CLIMB Act (Capital Lending and Investment for Marijuana Businesses) dropped this week: safe harbor for banks to lend, protection for SBA/CDFI grants, and — crucially — the green light for state-legal MSOs to list on NYSE & Nasdaq.
Pair that with the CMS Medicare CBD pilot (full-spectrum, up to 3mg THC/serving) launching in days, and you have real federal scaffolding: capital access + medical validation + potential 280E relief on the horizon.
No more trading at distressed multiples while foreign peers and alcohol/tobacco comps get normal financing.
This isn’t another delay headline.
It’s the structural unlock that turns $1.6B+ in shadow tax liabilities into survivable transition costs — and lets strong-balance-sheet operators ($GTBIF $TLRY $TCNNF $CURA) scale like legitimate businesses.
Once listings + lending flow, which MSOs do you see ringing the bell first on a major exchange?
$MSOS #CLIMBAct #MSOGang #CannabisCapital #Schedule3
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The @USCRorg is in DC today lobbying lawmakers on cannabis policy. It appears the industry is pushing the CLIMB Act, a narrow cannabis reform bill focused on banking and capital markets access.
The path forward for the bill isn't yet clear.
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