Thread by @rsraisul_islam

Trump is about to rewrite federal history.

He just targeted a 55-year-old law for demolition…

Stocks exploded 42% overnight.

Forget AI. Forget tariffs.

Here’s the $63B industry Trump’s about to unleash.

A thread🧵

Bear with me on this one.

Cannabis is classified as Schedule One - the strictest bracket.

"Zero medical value," says the federal government.

Yet 40 states have medical marijuana programs.

This is where it gets twisted:

Federally, vendors are treated as drug traffickers.

Only 250 out of 4,700+ banks will touch them.
60% operate entirely in cash.

They haul duffel bags of money to pay taxes.

And that's not even the worst part:

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There's a tax code called 280E.

It bans Schedule I businesses from deducting normal expenses.

• No write-offs for rent, payroll, or marketing
• Trulieve reports 70-80% effective tax rates

Then Trump rewrote history:

"We're going to look at rescheduling marijuana."

He promised a decision "within weeks."

But the market spoke instantly:

Village Farms stock exploded 42% in hours.

Investors understand what's at stake now...

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Schedule III classification would kill 280E instantly.

Cannabis companies could deduct expenses like any business, and tax rates would plummet from 70% to 20-30%.

But that's just the beginning:

Major banks have been watching from the sidelines.

• NYSE and Nasdaq won't list Schedule I companies
• Institutional investors can't touch them
• Index funds are locked out

Not anymore.

Imagine the possibilities...

We could see Curaleaf listing on the NY Stock Exchange, or:

• BlackRock adding cannabis to portfolios.
• Visa and Mastercard working at dispensaries.

There are billions in untapped potential.

But we've seen this exact pattern before:

Remember Prohibition ending in 1933?

Anheuser-Busch. Seagram's. Molson.

Early investors created generational wealth.

Online gambling followed the same playbook - DraftKings went from startup to $20 billion.

Here's the fascinating bit...

Cannabis dwarfs both those markets.

Legal sales already hit $30 billion annually.
The illicit market? Another $60 billion.

That's $90 billion waiting for federal clarity.

California, Florida, and Illinois would explode:

The top players are already positioning.

Curaleaf, Trulieve, Green Thumb Industries.

Cresco Labs, Verano Holdings.

Each controls multi-state empires worth billions.

But there's a catch nobody's talking about:

The DEA process has been frozen since January 2025.

Legal appeals.
Procedural delays.
Opposition from law enforcement groups.

Trump's influence could break the deadlock.

Or we could wait another year for resolution...

Even with Trump's rescheduling, hurdles remain.

• Interstate commerce stays blocked without Congress
• FDA oversight could tighten on health claims
• State taxes still crush margins in California

But smart money isn't waiting for certainty...

It's moving as we speak.

I hope you've found this thread helpful.

Follow me @rsraisul_islam for more.

Like/Repost the quote below if you can:

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