It's true there's no connection, as both type of AShBM in Houthi hands are unrelated to M-7 that China exported to Iran:
That said, I think the whole "new revolutionary weapon can allow Eurasia to push away ocean based powers" and upset the world's geopolitical balance is on point. Remember for the longest time in history Eurasia was the place where history happened, areas outside of it were the peripherals of the world and didn't matter. It is possible the world could return to that state in the future.