How operators are structuring financing to survive compression, not chase growth.
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Regulatory Reads
State-by-state dynamics, rescheduling timelines, and what DC actually moves on.
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Operational Frameworks
Cultivation economics, extraction margins, and the systems that decide who stays.
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Financing Structures
Debt walls, credit terms, and capital allocation decisions keeping companies alive.
First Principles Newsletter
The insight behind the episode.
Not a recap. The structural principle underneath each conversation. Written for operators who need to understand what's actually happening before the market makes it obvious.
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The Dime is the most honest conversation happening in cannabis right now. If you're building in this space, you need to be listening.