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.