According to The Kobeissi Letter, the gap between US home sellers and buyers reached a four-year high in April 2025, with 1,943,669 sellers (the most since March 2020) and only 1,453,628 buyers (the lowest since April 2020) (Source: The Kobeissi Letter, June 4, 2025). For traders, this widening imbalance signals potential headwinds for US economic growth, which could affect risk sentiment and liquidity flows in both traditional equities and the cryptocurrency market. Historically, weak housing demand and rising inventory have pressured consumer spending, often dampening risk appetite and encouraging capital rotation into alternative assets like Bitcoin and Ethereum. Crypto traders should monitor upcoming housing and consumer confidence data for signals of broader risk-on or risk-off trends.

According to The Kobeissi Letter, the total value of US homes for sale jumped 20% year-over-year in April 2025, reaching a record $698 billion. This marks a doubling of unsold housing inventory over the past three years, surpassing the pre-pandemic peak of $600 billion (source: The Kobeissi Letter, June 3, 2025). For crypto traders, this sharp increase in real estate inventory signals potential shifts in capital allocation, as liquidity may move away from traditional assets like real estate into alternative investments such as Bitcoin and Ethereum. Monitoring housing market trends can help crypto traders anticipate increased volatility and possible inflows into digital assets as investors seek higher returns amidst rising inventory and potential price corrections.

According to Fox News, a proposed law aims to restrict foreign adversaries from purchasing US real estate in response to growing concerns that overseas buyers are driving up housing prices while American citizens struggle with affordability (source: Fox News, May 22, 2025). Trading experts note that this legislative move could shift investment flows, potentially increasing domestic demand for alternative assets such as cryptocurrencies. Historically, tighter real estate regulations have led to increased interest in Bitcoin and stablecoins as investors look for liquid, borderless stores of value. Crypto traders should monitor this development as it could trigger volatility and fresh capital inflows into the digital asset market, especially if foreign investors redirect funds toward crypto assets.

According to The Kobeissi Letter, the average age of a house purchased in the US reached a record 36 years in 2024, up from 27 years in 2012 (source: Twitter/@KobeissiLetter, May 15, 2025). This trend, especially pronounced in cities like Buffalo, NY with homes averaging 69 years, indicates a slowdown in new home construction. For traders, this signals potential shifts in capital flow from traditional real estate into alternative assets such as cryptocurrencies, as investors seek growth opportunities outside aging physical assets. Monitoring these demographic and real estate trends can help crypto market participants identify periods of increased inflows and evolving risk profiles.

According to The Kobeissi Letter, the average age of homes purchased in the US in 2024 reached a record 36 years, up from 27 years in 2012. This significant aging of the housing stock, with Buffalo, NY homes averaging 69 years, signals tightening supply and persistent structural issues in the real estate sector (source: @KobeissiLetter, May 15, 2025). For crypto traders, this trend highlights growing macroeconomic uncertainty and could drive increased interest in decentralized assets as traditional markets show signs of strain.

According to The Kobeissi Letter, the US housing market has reached a record gap of $38,672 between the typical home seller's asking price and what buyers are willing to pay, as of March 2025. The median asking price climbed to $469,729, which is 9% higher than the median sale price of $431,057. For cryptocurrency traders, this widening affordability gap signals potential for increased liquidity movement into digital assets as traditional real estate becomes less accessible, possibly influencing large-cap tokens like Bitcoin and Ethereum. Source: The Kobeissi Letter (Twitter, May 13, 2025).

According to The Kobeissi Letter, the US housing market is showing clear signs of a slowdown, with home prices rising only 4.5% year-over-year in Q1 2025, marking the smallest increase since Q3 2023. Moody’s forecasts further deceleration, projecting home prices to rise by 3.6% in Q2 and 2.5% in Q3 of 2025 (source: The Kobeissi Letter, Twitter, April 25, 2025). Traders should note that the cooling price growth could impact related equities, REITs, and real estate-backed tokens as market sentiment adjusts to lower appreciation rates. Monitoring these trends is critical for those trading housing market ETFs and crypto assets linked to real estate.

According to The Kobeissi Letter, the median US monthly housing payment has risen by 2.5% year-over-year, reaching a record $2,819 per month. This marks a significant increase of $570, or 25%, over the past three years, attributed to escalating median home prices and rising interest rates, impacting mortgage affordability.

According to The Kobeissi Letter, the combined value of US homes surged by $2.5 trillion in 2024, reaching a near-record $49.7 trillion. Since 2012, the total value of homes has increased by 150%. Millennials' homeownership value rose 19% year-over-year to $9.7 trillion, accounting for approximately 20% of the housing market.

According to The Kobeissi Letter, the median price of new homes in the US increased by $31,000 in January to $446,300, marking the second-highest level on record. This spike follows the previous record of $460,300 in October 2022. Consequently, new home sales declined by 10.5%, indicating potential market cooling due to higher prices.

According to The Kobeissi Letter, approximately 73,000 homes were delisted in December after failing to attract buyers, marking the highest number in 9 years. This represents a 64% increase from about 44,500 homes removed from the market in December 2023, indicating a potential slowdown in the housing market. This trend may affect investor sentiment and market strategies in real estate-focused portfolios.

According to The Kobeissi Letter, the average US home is now selling for 1.8% less than its asking price, marking the largest discount in two years. This trend suggests a softening in the housing market, which could influence real estate investment strategies. Furthermore, the average selling time has extended to approximately 56 days, the longest in five years, indicating a cooling market that traders and investors should monitor for potential shifts in pricing dynamics.

According to The Kobeissi Letter, the average US home is now selling for 1.8% less than its asking price, marking the largest discount in two years. This development is significant for traders as it reflects a shift in market dynamics, indicating potential opportunities for real estate investors. Additionally, the average time for a typical home to sell has increased to approximately 56 days, the longest span in five years, which may affect housing market liquidity and pricing strategies.