According to @charliebilello, the five ways to restore US housing affordability are to stop money printing, end Fed interest rate suppression and MBS purchases, wind down Fannie Mae and Freddie Mac, impose a 50 percent sales tax on foreign and corporate buyers, and sell unused government land for new home development, as outlined in his post and video. source: @charliebilello on X and YouTube Historical evidence shows that scaling back Fed large-scale asset purchases lifts term premiums and MBS yields, raising mortgage rates and pressuring home prices and homebuilder and REIT equities. source: Federal Reserve Bank of New York Liberty Street Economics 2011; Federal Reserve Board staff 2018 Reducing or removing GSE guarantees would widen mortgage spreads and increase borrower costs, with implications for MBS ETFs such as MBB and mortgage REITs like NLY and AGNC. source: Congressional Budget Office 2018 GSE options report; Federal Housing Finance Agency 2023 annual data A punitive tax on foreign and institutional buyers would curb investor demand, which has comprised a notable share of transactions in recent years, potentially easing price momentum. source: National Association of Realtors 2023 Profile of International Transactions; Redfin Research 2024 investor homebuying report Increasing buildable land supply tends to moderate prices and rents over time, which feeds into lower CPI shelter inflation that influences Fed policy and Treasury yields. source: Congressional Research Service 2022 Federal Land Ownership overview; Glaeser and Gyourko 2018 housing supply research; U.S. Bureau of Labor Statistics 2024 CPI shelter methodology For crypto positioning, tighter liquidity and higher real yields have coincided with weaker BTC and ETH performance while supporting the dollar and front-end rates, underscoring cross-asset downside risk if these tightening measures were enacted. source: International Monetary Fund 2022 blog on crypto and equities comovement; Bank for International Settlements 2022–2023 analyses on crypto and risk appetite

According to Farside Investors, Bitcoin's (BTC) bull case is strengthening despite a retreat from its $108,000 high, driven by significant institutional adoption signals. A major catalyst is the Federal Housing Finance Agency directing Fannie Mae and Freddie Mac to consider cryptocurrency holdings for mortgage applications, a move that could embed crypto into the U.S. housing market (source: Bill Pulte on X). Further supporting risk assets, the Federal Reserve has advanced a plan to overhaul bank capital requirements (source: Federal Reserve). FxPro analyst Alex Kuptsikevich notes the total crypto market cap is approaching a critical volatility threshold of $3.40–$3.55 trillion. Trading sentiment remains bullish, evidenced by spot BTC ETFs recording 12 consecutive days of net inflows, totaling $548 million on the last reported day (source: Farside Investors). Corporate treasury accumulation continues, with Metaplanet purchasing an additional 1,234 BTC. In altcoins, SEI has rallied 50% in a week, partly due to its selection as a settlement layer for Wyoming's state-backed stablecoin pilot.

According to Omkar Godbole, Bitcoin retreated from over $108,000 but remains supported by bullish catalysts. FHFA Director Bill Pulte ordered Fannie Mae and Freddie Mac to include cryptocurrency holdings in mortgage criteria via a statement on X, potentially boosting institutional demand. The Federal Reserve advanced plans to overhaul bank capital requirements, which could enhance credit creation for risk assets like BTC. Crypto market capitalization reached $3.31 trillion, nearing a volatility threshold as noted by FxPro analyst Alex Kuptsikevich. Spot Bitcoin ETFs recorded $548 million in net inflows over 12 consecutive days per Farside Investors, while Metaplanet acquired additional BTC and Bit Digital shifted its strategy to ETH staking.

According to Omkar Godbole, Bitcoin (BTC) retreated from $108,000 but remains bullish due to institutional adoption catalysts, such as the FHFA director ordering Fannie Mae and Freddie Mac to consider cryptocurrency holdings for mortgages, potentially boosting market momentum. The Federal Reserve's plan to overhaul bank capital requirements could enhance credit creation and support risk assets like BTC, which is sensitive to liquidity conditions. FxPro's Alex Kuptsikevich noted the crypto market cap reached $3.31 trillion, approaching a volatility threshold that may trigger increased selling pressure. Spot BTC ETFs recorded $548 million in net inflows over 12 consecutive days, while Metaplanet purchased 1,234 BTC, signaling strong institutional demand.