THC

Kbarbs4421

> GTI will dominate the THC beverages space if Intoxicating hemp is untouched A bit presumptuous here. Why will they dominate relative to the many other branded cpg companies that will enter and/or are already operating in the space? I have significant investments in gti, but I'm not blindly assuming they have the magic sauce. > This is really interesting issue as it looks like there is way more support to ban Intoxicating hemp, then there is lobbying to keep it. Have you seen the list of bevcos and tobacco companies that recently registered to lobby this issue? It's extensive, and well heeled. I guarantee you their influence is far stronger than the AGs,especially with this Administration. Closing the loophole by formalizing a regulatory structure (e.g., age restrictions, testing standards, etc) is entirely possible still. If that happens, it could be the ultimate rug pull on MSOs. Best to recognize that potential for what it is rather than trumpet the most favorable narrative.

PaperHandsTheDip

Alternatively - eddibles are nice. If you want to try that (much easier to dose) try a 2mg eddible. DO NOT take more than one - they take 1-2 hours to hit. They'll last \~4-6hrs. I actually prefer those. The high isn't near as strong, it's easier on the body (no harm to lungs done) and it's metabolized in the liver. THC is fat soluble, so if you have any work or anything that tests for it - don't do it. It'll leave detectable traces in your system for up to 2 months.

PaperHandsTheDip

Why do you guys down south classify THC a "dangerous drug"??? Up in Canada it's legal and sold everywhere. It's one of the easiest drugs on your system. No violence. No collateral damage. It's super chill. I'd take weed & the effects of it 10/10 times over alcohol. I prefer hangout out with guys who are stoned and cooking up a storm over guys who are absolutely shitfaced.

PaperHandsTheDip

You're fucked. THC stays in the system for months. I had a friend go sober from it for 4 weeks before an interview and still failed

TroubledAcorn

To hone in my own personal investment of 100% GTI. I love all this news. GTI will dominate the THC beverages space if Intoxicating hemp is untouched, or they will benefit massively along with other cannabis companies if it is banned. Win-Win either way for GTI. I think this was by design. GTI is had brought massive attention to this and acting much bolder then the Hempsters have been. They have a massive advertising campaign for their THC beverages they are selling. We are seeing Massive Billboards in major Highways and Cities with GTI’s THC drinks, it’s becoming something you can’t ignore. It’s transforming from just shady vape shop pop ups that sell this stuff, “if you know , you know”. To a nationwide shift of advertising, branding, becoming available at major retailers, normalization. Point is it’s becoming too big to ignore. Scary times to be a Hempster, GTI is positioned to Win no matter the outcome.

volckerwasright

"Under the 2018 Farm Bill, hemp-derived products cannot be comprised of more than 0.3% delta-9 THC on a dry-weight basis. Yet, through use of highly advanced chemical processes—not contemplated by Congress when it enacted the 2018 Farm Bill—to manipulate the hemp plant, the psychoactive hemp industry artificially produces various forms of THC in addition to delta-9, like delta-8, delta-10, THC-O, THCP, and HHC, that are then infused at high concentrations into a multitude of products that can intoxicate a person as severely as the most potent strains of cannabis sold on the illicit market. In other words, industry actors have nefariously misinterpreted the Farm Bill’s legalization of low concentrations of hemp-derived delta-9 and the Bill’s silence regarding hemp-derived THC products other than delta-9 to claim that the Farm Bill allows them to produce and sell various synthetic cannabinoids regardless of the chemicals’ potency and psychoactive effects." Looks like a pretty straightforward appeal for "total THC content" language to replace "Delta 9 THC content" language. https://www.naag.org/wp-content/uploads/2025/10/NAAG_Hemp-letter-to-Congress-2025.10.24.pdf

cheynj

TLRY cannot sell cannabis (THC) products I. The US because they’re listed in the NASDAQ. If rescheduling occurs it opens that market for them. They have beer in the US and Irwin has always said they would like to infuse beer with THC.

cheynj

It opened a THC market for TLRY. They can then sell cannabis to the states. Something they can’t due right now while trading under the NASDAQ

Ok-Replacement9595

Haha, Idaho has no comment because it outlawed any amount of THC and any derivatives and byproducts.

MidWestFineese

Wrong. People just don't talk about it as much because they dont want others to knoe they are using THC in one way or another. Due to the typical propaganda of its use, especially in the work force. Majority of Americans do care thru just won't speak about it but are using it in their personal life.

arounblacksneverelax

Approximately 65 percent of THC consumed is excreted through the feces

GeoLogic23

BAT is definitely pro-hemp, seeing as how they have moved into THC gummies with both CWEB and OGI, and hemp THC beverages with OGI. Then BAT and OGI both invested in hemp cannabinoid manufacturer Open Book Extracts. Altria owns a large stake in AB InBev, whose distributors have been moving into hemp beverages. Altria never stopped lobbying regarding [FDA clarity on CBD](https://lda.senate.gov/filings/public/filing/aac16d47-6512-4ae5-8b51-dac1a5bf57d3/print/), even after Cronos got out of the US CBD market years ago. The tobacco industry probably likes that the combination makes it harder to quit lol they love addiction.

RandomGenerator_1

Do we have some insight in what the Tobacco industry is doing pertaining to hemp, these past 2 months? I've only seen " The Indiana Alcohol and Tobacco Commission (ATC) is cracking down on the sale of illegal THC products." And, not initiated from the Tobacco industry but related: "People who use both cannabis and tobacco show distinct brain changes compared to those who use cannabis alone, according to a new study led by McGill University researchers at the Douglas Research Centre. The finding may help explain why people who use both cannabis and tobacco often report increased depression and anxiety, and why quitting cannabis is harder for them than for people only using cannabis." https://www.mcgill.ca/newsroom/channels/news/smoking-both-cannabis-and-tobacco-may-alter-brains-bliss-molecule-study-finds-368421 Has lobbying changed pro or contra hemp?

GeoLogic23

That I agree with. It makes no sense to keep it separate. I do agree with regulating low-dose THC products like beverages separately. But it shouldn't matter if you get your 5mg of THC from a "hemp" plant or a "marijuana" plant. THC is THC.

GeoLogic23

I routinely buy flower from my Trulieve dispensary that is under 0.3% THC. The hemp loophole is because they only regulated THC, but cannabis flower is almost completely made up of "THCa" which converts to THC when it is heated. Hemp flower that they call THCa flower is exactly the same thing you would buy in any cannabis dispensary. It's not low dose in any way.

Ok-Replacement9595

If it is hemp it is under the 3% THC by weight by definition.

GeoLogic23

Former NBA star Allen Iverson is launching a [hemp THC brand at Circle K](https://www.prnewswire.com/news-releases/horticulture-co-and-allen-iverson-to-launch-iverson-line-of-hemp-beverages-in-circle-k-302589142.html). Former NBA star Al Harrington’s cannabis company is partnering with him. Al Harrington previously had partnered with the [NBA’s players association (NBPA) for CBD](https://www.prnewswire.com/news-releases/replay-announces-official-partnership-with-the-nbpa-301584399.html). The former executive director of the NBPA (2014-2022) is on the [board of directors of Cresco](https://www.newcannabisventures.com/cresco-labs-names-michele-roberts-to-board-of-directors/). Al Harrington and Iverson are partnering with THC drink company Tempter’s for this launch. [One of the primary investors in Tempter’s is Marc Lustig](https://www.einpresswire.com/article/764339493/jonathan-s-blue-joins-tempter-s-as-strategic-investor-to-elevate-cannabis-seltzer-innovation). He sold Origin House to Cresco, and is still on the board of Cresco. Tempter’s other big investor is Blue Equity. They invested in Tempter’s in late 2024, and since 2024 Blue Equity is [also an investor in Cresco](https://blueequity.com/investment-portfolio/?term=36).

asphaltaddict33

Have you seen the price on THC drinks? It’s not sustainable for the consumer. After the novelty wears off that sector is going to struggle

manualCAD

Listening to a podcast with a political law lawyer discussing the supreme court taking up the gun law with cannabis conversation. The lawyer said "cannabis at the federal level is schedule 3, which is at odds with many states who lawfully allow cannabis purchases". Actual lawyers (tho not drug law lawyers) think cannabis is at S3 already due to how many states have legal med and rec programs. Federal change is so far behind for cannabis and the whole industry is so convoluted, that real lawyers assume it's already S3 due to the current setup in this country. If this admin announces S3, A LOT of people in this country will be confused because it already seems like S3 is what we're doing. How do you come out and tell this country that you're loosening cannabis regulations when that person is able to go to a gas station, liquor store, and soon TARGET and buy THC products over the counter. No prescription needed. Ful deschedule or bust tbh

GeoLogic23

Lots of insurance companies have been lobbying for SAFE for a long time. [https://www.reddit.com/r/weedstocks/comments/17lzzyl/comment/k7hqw4w/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/weedstocks/comments/17lzzyl/comment/k7hqw4w/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) The head of the beverage advocacy group that Tilray helped start has also said that insurance is one of the last things they need to figure out. This was in the context of discussing larger on-premise type opportunities. [https://www.reddit.com/r/weedstocks/comments/1n33dgw/comment/nbdf51w/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/weedstocks/comments/1n33dgw/comment/nbdf51w/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Like when you put on a concert there is special event insurance you have to get, which covers things like alcohol-related incidents. I imagine there is a lot of fighting going on about how THC should be insured related to alcohol, considering you can't die from THC.

Ward-Ranger

I’m not convinced trump will announce declassification of THC. What’s your reasoning?

Den923

Green Thumb señorita THC drinks. Great news for Green Thumb's bottom line!

i-love-you-sm

Definitely. The main issues I hear from people is they bought at $50, and are now too emotional to buy at $1. A lot has changed with the company if people were to look a bit closer. More cash than debt. Cannabis rev growing double digits. Their packaged hemp infused foods rev growing 10% yoy, and they have deals with Whole Foods, Amazon , Wal-mart etc. Their organic energy drink Hi-Ball saw 50% growth yoy. The game changer might be beverages. Their THC and hemp drinks have been a huge hit in the 14 states they’re permitted to sell in. When S3 hits, they can use all their breweries, warehouses, and distribution to sell these beverages in every state

TroubledAcorn

Still here , Still Bullish, just being patient. It will happen and we will make boat load of money. Though theres not much to talk about and other exciting things are going on. Up 1500% on BYND in 2 days. By the way mods deleted my post for some reason. Circle K is rolling out THC drinks in 900 Florida stores, GTI/RYM is one of those branda

GeoLogic23

Not sure of exactly how it's going, but one thing I have been saying for a while is that regulation of intoxicating hemp and cannabis rescheduling have to happen around the same time. Otherwise you are going to have two separate announcements regarding the federal legality of THC. I think having two separate announcements would make the general public very confused. And if big alcohol wants to start selling hemp drinks they definitely don't want people confused about the legality of their products.

Godslil

Accidentally munched on THC edibles instead of CBD all day at work and had to leave early after being a bit too jovial with the c-suiters, AMA.

swolebird

> Some people drink and become alcoholics, does that mean it should be avoided at all costs everyone? Yes, we should all be using THC instead of alcohol :)

GeoLogic23

The head of global growth at Bacardi had been on enulsion company Trait Biosciences since 2019. https://www.prnewswire.com/news-releases/trait-biosciences-announces-formation-of-strategic-advisory-board-300919832.html He was a Bacardi President in 2019 and promoted to global growth in late 2022 when lots of cannabis companies were preparing to launch CBD drinks. Though he left Bacardi late in 2024. https://www.bacardilimited.com/media/news-archive/bacardi-announces-leadership-moves-to-drive-future-growth/ Trait Biosciences has recently partnered with a Texas based pharma company to scale up their products. https://www.prnewswire.com/news-releases/benuvia-operations-signs-research--development-and-manufacturing-agreement-with-trait-biosciences-to-advance-next-generation-cannabinoid-based-products-302446676.html One week later that company partnered with an undisclosed major pharma partner for products related to dronabinol (THC). https://www.prnewswire.com/news-releases/benuvia-operations-signs-commercial-supply-agreement-with-leading-us-pharmaceutical-company-for-dronabinol-api-302453302.html One of the family members of the Bacardi family has acquired like 5 different CBD companies too, under the umbrella of Tenacious Labs. https://www.tenacious-labs.com/brands One of his companies does white label beverage manufacturing. So they definitely already have some emulsion partners.

GeoLogic23

Just filed today. **Bacardi** has added hemp to their lobbying records for the first time ever. https://lda.senate.gov/filings/public/filing/3df17020-7f34-479f-9986-7d0fcbc86264/print/ "Regulation of hemp-derived THC products generally." **Moet Hennessy** has also added hemp to their lobbying records for the first time ever. https://lda.senate.gov/filings/public/filing/9d20dfe9-3bb8-419f-a17c-642f0fbf1ff9/print/ "Federal policy relating to U.S. Dietary Guidelines and beverage regulations pertaining to intoxicating hemp."

Many_Easy

They don’t add THC to alcohol drinks. It would be just THC added to non-alcoholic beer.

WollopDollop

I don't see THC being allowed in alcoholic drinks for a long time and for good reason. Frankly it's a dangerous concept mixing both intoxicants together, especially the pacing of drinking alcoholic drinks vs. THC. Even if that's controlled with lower THC dosages, this would be the next four loko saga on steroids

GeoLogic23

I mentioned a few months ago that this company would likely be getting into the THC space soon. https://www.reddit.com/r/weedstocks/s/7ULUY83Ma2 I can't remember where, but i remember some insider saying that THC beer products would be hitting the market soon. Right now there aren't really many. I am not sure, but i think they are still figuring out the proper emulsion tech to work with beer on a large scale. This is critical to big alcohol producers, as they have been lawsuits over abv% consistency. One of the primary emulsion partners for THC brands from Boston Beer, Pabst, RYM, TLRY, etc is Vertosa. They have put out lots of great information about how beverages interact with THC emulsions. https://www.vertosa.com/blog/science-for-product-makers-why-stable-cannabis-emulsion-cant-guarantee-stable-infused-beverages "For example, we have observed that certain emulsions are not compatible with beverages containing high levels of polyphenol. The two ingredients bind with each other and settle to the bottom, causing major issues in potency homogeneity." https://www.beerandbrewing.com/dictionary/AqB3u34uGf "Polyphenols are derived directly from malt and hops and are often involved in haze formation in finished beer."

GeoLogic23

One reason I am bullish on hemp beverages as a whole is that they are so much more efficient to produce than beer. But few brands will have the ability to scale to a national level and maintain consistency, without partnering with a major beverage producer. If a company like AB InBev or Constellation really stepped into THC beverages, they could save so much money on operations. I imagine an ideal scenario for them would be using drinking trends and tariffs as an excuse to do layoffs/consolidations. Then if they shift into hemp beverages they can still pump out the same production volume with a smaller workforce. And sell a higher margin product too. Tilray stopped producing beer at their Texas facility earlier this year. They consolidated beer production at another site, and are focusing on "unique and innovative brews" at their Texas site as part of their "project 420" initiative. I assume they will be pumping out hemp beverages from that facility to support the Texas market, which is currently getting regulated. Texas is one of Circle K's primary markets too, so it makes sense.

GeoLogic23

Circle K is really [leading the way](https://www.cspdailynews.com/cbdhemp/hemp-thc-retailers-suppliers-must-collaborate) in hemp THC beverage adoption among the c-stores. They gave a presentation that focused on THC beverages at the national c-store event. * "Stevenson was joined as co-host of the session by Diana Eberlein, chair of the Coalition for Adult Beverage Alternatives..." * "It’s the first time hemp-THC has officially been represented at the c-store industry’s biggest annual event. " * "Circle K waited six months after testing hemp-THC drinks in Georgia before launching in other states. " * “We’re not looking for just brands, we’re looking for partners,” Stevenson said. “We believe that this is going to be huge...” Circle K is already selling RYM and Tilray beverages, so this will be good for them as Circle K expands. Jones Soda also sells at some Circle Ks, but not their THC drinks yet. Diana Eberlein co-hosted with the Circle K representative. Eberlein runs CABA, which is the advocacy group where [Tilray is by far the largest board member](https://www.prnewswire.com/news-releases/new-coalition-advocates-for-safe-legal-thc-beverages-302278212.html). Other beverage members include Cann, Pamos, Keef, Wynk, and Rebel Rabbit. Open Book Extracts is also a member of CABA. They are the hemp cannabinoid manufacturer that is an investment by BAT/OGI.

GeoLogic23

One of the links i provided discusses some of that. Honeywell is working to scale up technology for hemp buofuel production. Creating the infrastructure for hemp has been an ongoing process for years. Meanwhile Texas just opened one of the largest industrial hemp fiber processing plants in the world. They've also been working on that for years. Back when Bruce Linton left Canopy he started to get into the hemp infrastructure funding business. They formed a SPAC to pursue hemp supply chain, and then later other Canopy executive launched another hemp supply chain fund. https://www.globenewswire.com/news-release/2022/03/15/2403765/0/en/rePlant-Hemp-Advisors-Opens-500-million-First-To-Market-Sustainable-Impact-Fund-For-Investment.html So yea, essentially since the last Farm Bill lots of companies and individuals have been helping to create the infrastructure to support an industrial hemp industry. And for biofuel specifically, yes they are probably wanting to get in on other biofuel subsidies. As Bruce Linton said, by the time you get to CBD you should already have made a profit off all the other parts of the plant. Just think of the margins if a company like AB InBev started selling CBD beverages. If you had a supply chain to repurpose hemp waste (like brewers already do with barley) their CBD would be essentially free, but the CBD products would demand a premium mark up at retail. Same idea for hemp THC products. Charlotte's Web was supposed to be getting into CBD beverages in late 2022. And the CFO they appointed in late 2022 came directly from working for the AB InBev subsidiary that upcycles their used barley. https://investors.charlottesweb.com/press-releases/press-release-details/2022/Charlottes-Web-Appoints-Jessica-Saxton-as-Chief-Financial-Officer/default.aspx https://evergrainingredients.com/

GeoLogic23

CWEB expanding their hemp THC gummy line. These ones are sleep focused, combining THC and CBN. https://www.prnewswire.com/news-releases/charlottes-web-expands-its-brightside-line-with-launch-of-knockout-hemp-thc-sleep-gummies-302583157.html OGI also just launched hemp THC gummies the other day. https://www.businesswire.com/news/home/20251009031325/en/Organigram-Global-Launches-happly-a-New-U.S.-Hemp-Derived-THC-Brand-Offering-Targeted-Formulations-for-Three-Mood-States-Socialize-Relax-and-Sleep

Whitemj5

That’s actually super interesting - I’ve seen a few similar studies lately, and it feels like cannabis-based treatments are finally getting the proper research attention they’ve deserved for years. What’s wild is how consistently people report real pain relief (especially for lower back issues) without the side effects you’d expect from traditional painkillers. I’ve been following updates from **Cannabis** over at Releaf, and they’ve been diving deep into how cannabinoid formulations interact with pain receptors - it’s fascinating stuff. The focus now seems to be on using specific CBD-to-THC ratios to manage inflammation long-term rather than just masking pain. It’s kind of crazy to think that something once stigmatized could end up being one of the safest alternatives for chronic pain management. Anyone here actually tried a prescribed cannabis-based product for back pain yet?

hambone_83

Target soft launching THC beverages in Minnesota in a select few stores. Senorita (GTI/RYM) is the only publicly traded cannabis company that has a product on the shelf. Target is about to sell a Schedule 1 substance under a loop hole - make it make sense.

Greatblahforreal

Trump could well end up being pro CBD and anti THC

volckerwasright

"confirmed that Target is soft launching THC drinks at select stores in MN. I'm bummed we're not a part of the launch but I knew we wouldn't be since MN is not a strong Cantrip marketplace these days. However, this is still HUGE for the category and big props to those in the set" List includes Senorita https://x.com/cantripguy/status/1976705128825552979

GeoLogic23

cbdMD expanding THC beverage distribution in Florida with Bevtalk partnership [cbdMD's Herbal Oasis Expands its Florida Footprint with Bevtalk Distribution Partnership](https://www.prnewswire.com/news-releases/cbdmds-herbal-oasis-expands-its-florida-footprint-with-bevtalk-distribution-partnership-302579717.html)

GeoLogic23

Organigram launching a THC gummy brand in the US [Organigram Global Launches happly, a New U.S. Hemp-Derived THC Brand Offering Targeted Formulations for Three Mood States; Socialize, Relax, and Sleep](https://finance.yahoo.com/news/organigram-global-launches-happly-u-100000416.html)

RandomGenerator_1

It is heavily regulated in accordance to the treaty. Only hospital pharmacies' can create the derivative. And only medical specialist can prescribe the treatment. And it only applies for refractory pain, severe epilepsy and spasticity due to MS. Products with more that 0,2 % THC still have additional controls. Ppl here act like this is the American definition of medicinal cannabis, where you can get a card or something and buy your own products. This is far from what is being applied.

firebladeboy1993

Do you really think red states will ever legalize? They just almost completely re-criminalized it in TX, including all CBD, THC products! 😳

GeoLogic23

Idk exactly, but they seemed to be pushing mostly CBD for years. I definitely don't think this company would care about the MSO model, as they deal with seniors living in facilities who aren't getting up and going to a dispensary. They are talking about THC in their therapies as of more recent times. But idk if this would just be a matter of providing low dose hemp gummies to their seniors in addition to their CBD. Or if they are looking at stronger THC therapies. Like maybe there is discussion to have Dronabinol use expanded, or something similar like that. A company I follow called Trait Biosciences has been working on CBD for many years, with funding by BAT and Gotham Green Partners. They are actually transforming the molecules to be water soluble instead of doing a nano-emulsion where you just reduce the molecule size and coat them with a water-soluble compound (my current understanding). They talk about how this has pharma applications. I hadn't heard anything from them for a couple years, until they sprung up earlier this year discussing pharma R&D deals with cannabinoids. They are working with a Texas based pharma company. So there is definitely some sort of cannabinoid pharma activity happening in the background. And happening in Texas, the land of hemp. Right after Trait Biosciences hooked up with Benuvia, Benuvia said they signed a commercial agreement with a leading US Pharma company. This is surrounding Dronabinol API. [Home - Trait Biosciences](https://traitbio.com/) [Benuvia Operations Signs Research & Development and Manufacturing Agreement with Trait Biosciences to Advance Next-Generation Cannabinoid-Based Products](https://www.prnewswire.com/news-releases/benuvia-operations-signs-research--development-and-manufacturing-agreement-with-trait-biosciences-to-advance-next-generation-cannabinoid-based-products-302446676.html) [Benuvia Operations Signs Commercial Supply Agreement with Leading U.S. Pharmaceutical Company for Dronabinol API](https://www.prnewswire.com/news-releases/benuvia-operations-signs-commercial-supply-agreement-with-leading-us-pharmaceutical-company-for-dronabinol-api-302453302.html)

excitedOil3295

Keep fighting. Its going to get worse for about two more days. Feel free to indulge in other shit - masturbate. Chug caffeine. Zone in on video games. Sometimes Ill smoke those THC free cannabis cigarettes if I need to burn my lungs. Keep fighting. Hot showers. Cold showers. Go walk around the block.

DFW_BjornFree

What's the most mgs of THC you've done from delta 9 gummies in one night?

DFW_BjornFree

So glad I didn't try THC til I was a grown ass adult with a fully developed brain - this shit will kill all your motivation I see now why so many sub 25s who do it often are losers

Internal_Field5970

Is it true Nvidia sign deal with TLRY for THC-Infused Semiconductors to us AI for trichome growth efficiency?

Fearless_fx

Farm bill expires tonight. Going to mean even more regulatory uncertainty for low THC hemp.

hambone_83

I'm still in the camp of Trump needing to sell rescheduling to the part of his base that I'll call 'reefer madness' and non-intoxicating CBD allows him to do that while rescheduling the whole plant for all. But play out your worst case scenario - lets say it's only CBD that somehow gets the good stuff. The hemp guys are using synthetic THC or THCa for the intoxicating high. They aren't playing in CBD only either. Hemp derived CBD only kills both industries. I also think every rational and sane person just wants one set of rules for everybody (hemp or cannabis). To have one level playing field. If it is CBD only, or low THC only, or whatever - at least everybody will get clarity and pivot as they see fit if we get an updated farm bill along with a rescheduling change. I think you're going to see drinks/edibles stay, hemp THCa flower gets banned, legal thc sold in dispensaries under State laws get a sin tax when 280E is removed. This isn't the end of the world. The good operators will thrive and the bad ones will struggle.

WollopDollop

Despite the regular hyperbole around these things, a placebo-controlled phase 3 clinical trial is actually legitimately the gold standard. 2.5mg THC doses, oral. I'd be curious what 5 or 10 mg dosages look like, but that'll be years to come out. For low dose THC trial, this is great.

666KekLord420

About 15 minutes ago in the THC section of total wine

Some-Rent-7742

Not just TLRY is up, many CBD / Hemp / THC companies are up because there is a push in this administration to provide something valuable to boomers through Medicaid coverage. Let them get high!

Some-Rent-7742

All you folks interested in TLRY: READ THIS! Everyone focuses on state dispensaries or adult-use legalization. The bigger catalyst is federal: DEA rescheduling to Schedule III → kills the 280E tax stranglehold, improves cash flow for operators, and makes capital easier to raise. FDA-approved cannabinoid drugs → potentially reimbursed by Medicare/Medicaid. CMS already covers FDA-approved cannabinoid meds like Epidiolex (CBD) and dronabinol (THC). That’s a real healthcare market, not just dispensary sales. So I’m aiming for exposure where those two currents overlap: pharma-grade cannabinoids, ancillary infrastructure, and real-estate cash flow.- My current holdings Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech. Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods. Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure. --- What I’m hunting next I want more U.S. pharma/ancillary exposure that will benefit from: Schedule III rescheduling (banking, taxes). FDA-approved cannabinoid drugs being covered under Medicaid/Medicare. Non-plant touching businesses (labs, packaging, compliance, logistics). Names on my radar: Green Thumb Industries (GTBIF) – Large MSO in the U.S. KushCo (KSHB) – Ancillary packaging/compliance. Other U.S. biotechs with cannabinoid pipelines. Raw CBD/hemp oil ≠ reimbursable. FDA-approved cannabinoid drugs = reimbursable. That’s where Zynerba/Harmony fits. Global names like Tilray = diversification. IIPR = steady cash flow, dividends, and less regulatory exposure. Rescheduling + CMS coverage would light up this space, but even before that, IIPR gives real fundamentals that most cannabis tickers lack.

Some-Rent-7742

Everyone focuses on state dispensaries or adult-use legalization. The bigger catalyst is federal: DEA rescheduling to Schedule III → kills the 280E tax stranglehold, improves cash flow for operators, and makes capital easier to raise. FDA-approved cannabinoid drugs → potentially reimbursed by Medicare/Medicaid. CMS already covers FDA-approved cannabinoid meds like Epidiolex (CBD) and dronabinol (THC). That’s a real healthcare market, not just dispensary sales. So I’m aiming for exposure where those two currents overlap: pharma-grade cannabinoids, ancillary infrastructure, and real-estate cash flow.

newyolker

THC is such a good ticker for a weed etf or stock

Autistic-Bot

Whitehouse to legalize THC/CBD? https://preview.redd.it/iu17al6ua4sf1.jpeg?width=1206&format=pjpg&auto=webp&s=38744643226c906b92959766ad8f62f81e4fc6cf

Variant_Shades

The video is talking about Hemp CBD though. Which is federally legal in the US. What are Trump's thoughts on THC? If he supports rescheduling Cannabis, why not just come out and say it? His DEA director was sworn in back in July.

GeoLogic23

The Commonwealth Project is who made that video. Here is why it is focused on senior citizens. The Commonwealth Project has been partnered with a Florida senior care facility since 2019 called **MorseLife Health**. They claim they are the only senior care facility in Florida authorized for cannabis therapy. MorseLife Health is located in Palm Beach, where Trump resides. They have hosted events at Trump's properties from at least [2012](https://www.newsweek.com/trump-foundation-donations-charities-mar-lago-florida-1013044) through [2019](https://mlevents.org/golf-classic/). They are even one of the companies that Trump "donated" to in order to get them to switch venues to hold events at his club. >*The Post* found a pattern that showed $25,000 donations were typically given to a charity by the Trump Foundation after an event was relocated to Mar-a-Lago from a different venue. >Those charities included local Red Cross and Salvation Army chapters, **Morselife Foundation**, Leukemia and Lymphoma Society, Dana Farber Cancer Institute and the Palm Beach Zoo. MorseLife discusses their use of cannabis therapies on their website. While this video, and most of their past research, is just about CBD, they definitely discuss[ using THC as well ](https://morselifefoundation.org/cannabis-based-therapies/)in their current therapies. >MorseLife Health System has begun a research study involving the use of Cannabis-Based Therapies, led by Dr. Melanie Bone, Associate Professional at the Florida Atlantic University School of Medicine. This research aims to examine the safety and impacts of **THC used in conjunction with CBD** on activity, behaviors, and sleep. The project is constructed as a pilot study utilizing objective and subjective parameters examined **before, during, and after adding CBD-derived THC to their current CBD regimen**. [https://morselife.org/cbt/](https://morselife.org/cbt/) >Cannabis-based therapies encompass **THC and CBD infused products**, including those available in the state’s medical marijuana program, and are valued for their promising health benefits. MorseLife is also partnered with Realm of Caring. This is an organization [associated with Charlotte's Web](https://www.pnj.com/story/news/2014/09/01/local-marijuana-nonprofit-group-merge-colo-growers/14946707/). The people behind Realm of Caring (Moseley family) were the ones to bankroll the original Florida medical cannabis laws, which were made to specifically legalize Charlotte's Web in Florida. >Now, the nonprofit group Peyton and Holley Moseley founded to help get the bill passed has merged with that of the growers of a strain of non-euphoric medical marijuana called Charlotte’s Web. >Holley Moseley will take over as head of the nonprofit group Realm of Caring Florida, working to educate the public and doctors on the Compassionate Medical Cannabis Act of 2014 and the benefits of CBD treatment.

ValueExpert84

My value ranking (1 = best value today for a U.S. medical-led thesis) 1. Cresco Labs — Right market, right licenses, enough canopy where it counts (U.S.). 2. Village Farms — Massive, efficient canopy; strong operator. Needs more U.S. THC exposure to be #1. 3. Tilray — Big footprint and brands, but less leverage to U.S. medical near-term. 4. Canopy Growth — Restructuring + complex U.S. structure keeps it behind on near-term U.S. medical value.

figuring_ItOut12

1964 was the first isolation and separation of cannabinoids in general and THC specifically. That was the foundational breakthrough that made subsequent incremental discoveries possible. The endocannabinoid system was not discovered in 1988, that’s when it became formally recognized as peer accepted science. That’s how the scientific method works. Don’t be tedious just to justify this post as something actually meaningful or even something Trump said. As I already pointed out, the source OP referenced is, in their own words, “independent” of real DJT on TS, they’re at best just tagging themselves on the grift train.

PaperHandsTheDip

Ethanol is great at night, but so is THC. Love me some weed drinks and scrolling these posts. Fucking hilarious, 10/10 entertainment

GeoLogic23

I'll never get too excited over a social media post, but it's certainly one of the first exciting things for CBD in a while. The timing is interesting considering he's going after Tylenol right now, and CBD would be something to compete directly with Tylenol for pain. Not to mention that CWEB/BAT have their joint venture, which is pursuing a CBD drug to alleviate the effects of [what they're now blaming on Tylenol](https://www.prnewswire.com/news-releases/defloria-receives-investigational-new-drug-application-clearance-from-fda-for-phase-2-clinical-trial-of-aja001-an-oral-cannabinoid-drug-being-developed-for-the-treatment-of-autism-spectrum-disorder-asd-302382573.html?tc=eml_cleartime). Given that the [origin of CWEB is the treatment of a child using CBD](https://www.cnn.com/2013/08/07/health/charlotte-child-medical-marijuana), they would be an ideal company to push CBD right as the government is going after Tylenol use in children. CWEB was also instrumental in the early low-THC medical cannabis laws in Florida, which were literally written to [specifically legalize the strain Charlotte's Web](https://en.wikipedia.org/wiki/Charlotte%27s_Web_(cannabis)). And CWEB is one of the best companies regarding[ patent IP on their hemp strain genetics](https://www.reddit.com/r/weedstocks/comments/1eti8fh/comment/lijxqim/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). Canopy has a bunch of patents too from what I've seen. Getting medical CBD products covered by insurance is very important though, because I think they really need to create two separate markets for CBD. They need the low dose "wellness" market with gummies/beverages, and the high dose "pharma" market. Idk, I'll be curious to see if this social media post is picked up by more than the typical cannabis publications. I'm cautiously bullish for the CBD market (for companies that can survive) just because I am confident that hemp beverages are going to be regulated. Which means that CBD will be regulated. **Just consider that CWEB is getting pretty low on cash.** I kind of suspected that OGI would invest in them, considering they have followed up on multiple other BAT investments. And you have CWEB doing THC gummies while OGI is doing THC beverages. Seems like a natural fit. Even though CWEB is low on cash, they [loaned their BAT joint venture another $750k](https://www.sec.gov/Archives/edgar/data/1750155/000127956925000759/form8k.htm) pretty recently, so i am hoping they are confident in that moving forward. 

DowntownWpg

https://commonwealthproject.org/about/ The makers of the video that Trump posted sure are bullish on cannabis reform. I'm thinking hemp will be relegated to CBD only and THC regulation will be lumped in with a hedule 3 cannabis. Makes sense to me.

hambone_83

Cannabis and hemp are the same plant and rescheduling happens on the plant not the individual cannabinoid. I can see Trump rescheduling to S3 and frames it as medical cannabis regarding the stuff in the plant that doesn't get you high. Cannabis stay federally illegal, they expand research and he leaves it up to each individual State on how they want to regulate THC This allows Trump to sell to his hardcore base that he hates THC but wants to promote "medical" cannabis. They probably put a sin tax on THC that replaces some of the revenue lost from 280E.

triopsate

You can. There's a LD50 for everything. [this](https://www.sciencedirect.com/science/article/abs/pii/0041008X74901264) is the LD50 for THC in rats.

GeoLogic23

His own camera man tripped the emergency stop lol To paraphrase Mitch Hedberg: "An escalator cannot break. It can only become stairs. Sorry for the convenience." I still don't think Schedule 3 has much to do with Trump's opinion. He'll do it when the mega corporations want it. He doesn't care. I think it'll happen around the same time we get hemp regulations, because it would be extremely confusing to have two separate actions dealing with the legality of THC. And the people wanting to make money off of things like hemp beverages definitely don't want people confused about whether their product is legal or not.

Kursiel

GLP1s are a component, but the real cause is the 2018 farm bill allowing THC derivatives from hemp, at very cheap prices and in states where weed is illegal. Alcohol lobbies are making it rain to get states to ban the products. I personally have been on a GLP1 in pill form for several years. It did not make me want less alcohol, but does tend to upset my stomach if I drink more than one or two drinks. This made me look for other relaxation options and I found D8. I can buy a bottle of Crown Royale for $50 (think has gone up now) that lasts a month, or I can buy a bottle of D8 gummies for $40 that lasts 3 months. The D8 is also less effort (pop one gummy), no bloating, no hangover. I am much healthier than when I drank alcohol. I never tried weed because I did not want the legal issues, but the "light" version D8 is a game changer for me. However, alcohol interests in Texas are pushing to ban hemp products and the politicians are filling their pockets. I think the products should be regulated, but not banned. Regulation will drive prices up, but at the same time make them safer. I would be fine with regulation.

idlefordays

I rarely drink anymore. THC is so much better and no empty calories 😬

flemmingg

THC vape

sabertooth4-death

Meanwhile THC sales are up…

Ok_Try_2086

Curious if there is also a correlation between a disproportionate globally aging population and consumption? Im 54m and definitely drank heavily for most of my life until mid/late 40’s where i simply couldn’t handle much more than a couple drinks without a two day hangover. Like many others reported, i suspect THC , at least in the US, has played a role in consumption decline. Younger friends call it California Sober 🙂 The GLP angle is intriguing.

Internal_Field5970

Is it true Nvidia signed strategic partnership with TLRY to maximize trichome and THC efficiency  

probablyuntrue

THC seltzer? Man I don’t wanna be high for 6 hours after a drink 😭

ihopethisworksfornow

THC seltzer is crazy. 2025 folks. Future is now.

Ok-Replacement9595

Oxycodone bad, THC good.

mackfactor

Exactly my thought. Elon's back on the ketamine and he's mixing it with high dosage THC edibles. The did is a literal gamer edgelord and somehow one of the richest people in the world.

WollopDollop

All cannabis flower is low on THC. THCA is the main component of total THC as it converts to THC when you heat it up. I suggest you hit the books on the industry you're investing in

the_mammynun

They are in fact. RYM, TLRY, OGI, and HITI all have delta-9 THC products.

the_mammynun

Crazy isn't it? While we wait in vain for cannabis legalization, the hemp derived THC market is booming. National CPG brands are already being built, and can shift to cannabis products when the time is right. 

HugeDramatic

Seeing more and more news about crackdowns on hemp. It’s crazy that the US can operate two systems for unregulated low THC hemp products and then also keep cannabis schedule 1. That Rand Paul interview on TDR was telling… there’s a lot of dark money coming in from hemp businesses and going into the pockets of US government officials. But maybe the tide is turning.

PlanetSaturn777

Except I’m addicted to THC concentrates so I’m kindve increasing the suffering

Internal_Field5970

Is it true Nvidia signing a deal with TLRY for Quantum THC-Infused Semiconductors tomorrow?

HugeDramatic

The thing is Trulieve and Green Thumb have both released low THC beverages now too. They seem to have realized the game that hemp companies are playing and are getting into it as well since the Farm Bill loophole may not be closed. I think they’ve set themselves up to win in either scenario… If the farm bill gets pushed out for another year they keep selling low THC beverages. If low THC hemp is repealed or reformed, they can just start selling via their dispensaries instead.

ear2win

Greenlane holdings was developing a THC breathalyser

GeoLogic23

Intoxicating hemp flower has a low barrier to entry. Intoxicating hemp beverage have a pretty high barrier to entry. Especially if you aren't seeking direct to consumer. You need the hemp, emulsions, manufacturers, distribution, and retail partners. Flower is all about how much THC you can get for the cheapest price. But people who are going for low dose 5/10mg drinks that are standardized potency will be much more influenced by branding and who has the best shelf space.

Fearless_fx

I wonder how much these shady hemp businesses are actually eating into MSO profit. The US is nuts… keeping cannabis tightly regulated as Schedule 1 while low THC hemp can just be sold pretty much anywhere.

Internal_Field5970

Oh shit, TLRY signs deal with Nvidia for THC infused semiconductors 

1hipG33K

Aurora, Tilray, and Canopy are all EU-GMP certified in my research. The reason we can only show it for Canadian companies is because American companies can't be GMP certified due to THC still being schedule 1. I think you missed the point in my last comment. In multiple states, my examples being Arizona and California, the state regulations around the cannabis industry meet or exceed gmp certification requirements in many areas.

WollopDollop

Interesting but I would be extremely shocked if K got into THC. I think this is all a coincidence.

GeoLogic23

I don't think they will compete. I see low dose hemp products and high dose medical/recreational cannabis products as two totally separate industries. This relies upon THCa flower being banned though, which i believe it will be. I don't see this as a bad thing overall. I think allowing alcohol/tobacco to make their money off of low dose branded products will lead to overall acceptance of THC. I view it as a rising tides lifting all boats scenario. New consumers will try low dose products, which will inevitably lead to some graduating to high dose dispensary products. The distribution, manufacturing, and retail that is required for beverages is totally different than what is required for dispensary flower products. Which is why when the US finally started allowing beverages in regular retail, bars, events, etc that they have become a very fast growing cannabis category.

666KekLord420

Tempted to slam this spicy lime THC beverage before work

the_mammynun

HITI owns a Colorado based company called Nuleaf which sells cannabinoid gummies including ones with Delta 9 THC. They also own a handful of well known cannabis e-commerce sites with a combined 3m US users (grasscity.com for example).  Hiti is fortunate to not have entered in a more meaningful way. The dust hasn't even begun to settle. Yes the US will be largest market, so there will be many years of opportunity ahead for new market entrants. Nobody will have a commanding market share in all states for at least 10 years.

AverageNo130

# California lawmakers have sent Governor Gavin Newsom a sweeping measure that would outlaw hemp-derived products such as those containing delta-8 and delta-10 THC from being sold anywhere but licensed cannabis stores. per MH

GeoLogic23

Farm Bill coming up for debate, which will involve the legality of THC.

derprondo

It’s not your grandpa’s Mexican brick weed at all, but yeah it’s not top shelf. The last time I got free weed in Michigan it was 18% THC

RandomGenerator_1

Frequent Cannabis Users Show No Driving Impairment After Two-Day Break Scientists from the Center for Medicinal Cannabis Research (CMCR) at the University of California San Diego School of Medicine found that, in the largest such study to date, frequent cannabis users did not display impairments in driving performance after at least 48 hours of abstinence. The new findings have implications for public health as well as the enforcement of laws related to cannabis and driving. ... The first, a randomized clinical trial, assessed driving performance in a sample of 191 cannabis users, all of whom had abstained for at least 48 hours. The second study compared a subset of the most frequent users from the first study with a smaller comparison group of people who don’t use cannabis. A driving simulator was used to assess driving performance and potential impairment. .. , “The findings add to the growing body of evidence that relying on blood THC concentrations in regular cannabis users as possible indicators of impairment is not justified, given that THC may be detectable many days (or longer) after use.” https://today.ucsd.edu/story/frequent-cannabis-users-show-no-driving-impairment-after-two-day-break This is of course a small study, and the only requirement was to abstain from cannabis for 2 days. Study 1 had no requirement in frequence of usage. Study 2, with only 18 participants was for frequent users. It is not explained what they understand under "frequent". And there is no explanation of which cannabis strains are consumed, nor the manner in which they are consumed (smoke, edibles) It is also not explained if they take other medication or no. While cannabis is known to sometimes prolong certain effects of medication.

WollopDollop

Yeah, kids shouldn't be consuming THC without a compelling medical reason to do so. What's your concern with this? There's THC sold at gas stations nationwide at this point. That's what they're concerned about.

Ok-Replacement9595

That does look like it closes the loophole pretty well. No flower, testing total THC, and no synthetics. I am sure this will probably be challenged in courts. Bypassing the legislature and making law in the executive should never be the answer.