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 Evan (@StockMKTNewz), the combined market value of the top 10 largest stocks in the world has climbed to $20.64 trillion, up from $19.12 trillion last week (source: Twitter, May 18, 2025). This significant growth in equity valuations highlights increased investor appetite for mega-cap stocks and could influence capital allocation trends across asset classes, including cryptocurrencies. Traders should monitor whether this shift in traditional stock market capitalization impacts liquidity and risk appetite in the crypto sector, as capital flows may rotate between equities and digital assets.