00:00Major pivot in Southeast Asia happening right now.
00:03Donald Trump's Asia tour just kicked off in Kuala Lumpur for the ASEAN summit.
00:07He supervised the signing of a ceasefire agreement between Thailand and Cambodia signaling the U.S. as a key broker.
00:14Simultaneously, he announced trade and critical minerals deals.
00:17These hit at the heart of supply chain control for batteries, electronics, and tech.
00:21For crypto and all traders, underlying infrastructure matters.
00:24If these materials become part of strategic supply chains,
00:28new tokenized assets may spring up.
00:32What to watch next?
00:33China's reaction.
00:34Beijing may accelerate its own moves or sanctions,
00:36creating chain risk for tech and mining.
00:38And will the ceasefire hold?
00:40If not, instability hits markets fast.
00:43My take.
00:43This is a strategic marker.
00:45Infrastructure is now deeply geopoliticized.
00:48The old maps are changing.
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