I don't know, to me it looks more like the biggest effect is that Poilievre has been successful at bringing the PPC crazies back into the Conservative fold. The last election was:
Conservatives: 34.3%
PPC: 4.9%
Total: 39.2%
Now the 338 polling aggregate is showing:
Conservatives: 37%
PPC: 2%
Total: 39%
Whereas the Liberal + NDP numbers are basically identical to the last election (49% in the polling aggregate vs. 50.4% in the election). There has been a very slight movement towards the Greens (5% in the polling vs. 2.3% in the election), but that normally doesn't actually materialize on election day so I'd expect the Liberals/NDP to come in right around last election's vote share based on current polling.
To be honest, it's a pretty good strategy by the Conservatives, even if it's not good for the country. It probably explains Poilievre's flirting with conspiracy theory weirdos and ranting about the WEF and digital ID.
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