According to The Kobeissi Letter, US home values declined month-over-month in 61% of US counties in April 2025, marking the highest rate since 2022. Reventure data indicates this percentage has tripled in recent months, a trend only previously seen during the 2007-2010 housing crisis. This broad decline in real estate values signals potential tightening in household liquidity and broader financial stress, which could prompt investors to seek alternative assets such as Bitcoin and other cryptocurrencies as a hedge. Crypto traders should monitor risk-off sentiment in traditional markets, as historical patterns suggest that significant real estate downturns can correlate with increased demand for digital assets as safe havens (source: The Kobeissi Letter, June 4, 2025).

According to The Kobeissi Letter, US home values experienced month-over-month declines in 61% of US counties in April 2025, marking the most widespread drop since 2022 (source: The Kobeissi Letter via Twitter, June 4, 2025). This percentage has tripled in recent months, with Reventure noting that such a high level was last observed during the 2007-2010 financial crisis period, outside of 2022. For crypto traders, this sharp decline in US real estate values signals potential shifts in investor risk appetite and liquidity. Historically, broad-based housing downturns have led to increased volatility across risk assets, including Bitcoin and altcoins, as traditional investors seek alternative hedges or liquidate positions to cover losses. Traders should closely monitor correlations between real estate stress and crypto inflows, especially as macroeconomic uncertainty rises.