Tilray just got a significant lift after fresh signals emerged that cannabis regulatory classification could shift dramatically. The emerging narrative? Washington's moving toward treating the plant more like controlled substances with medical applications rather than the most restrictive category. This policy recalibration isn't just regulatory noise—it's reshaping investor sentiment around the entire sector. When government classification changes, market participants typically reprice assets accordingly. The cannabis space has been watching these signals closely, and any move toward normalized policy frameworks historically unlocks substantial upside for established players in the space. For traders and portfolio builders watching commodity-adjacent sectors, this illustrates how geopolitical and policy shifts can trigger outsized moves in underexplored asset classes.