According to The Kobeissi Letter, global central banks collectively acquired a net 12 tonnes of gold in April 2025, following 17 tonnes in March. This marks the 23rd consecutive month of net gold accumulation, led by the National Bank of Poland, the Czech National Bank, the People's Bank of China, and the Central Bank of Turkey (source: The Kobeissi Letter, June 5, 2025). For crypto traders, sustained central bank gold buying signals persistent hedging against fiat currency volatility and inflation, which often correlates with increased demand for decentralized assets like Bitcoin. This ongoing institutional shift could support a bullish narrative for both gold and top cryptocurrencies as alternative stores of value.

According to The Kobeissi Letter, the annual income required to afford a typical home in the US has risen to $116,600 as of February 2025, nearly doubling over the past five years (source: The Kobeissi Letter, May 7, 2025). This rapid increase in housing costs is driving retail investors to seek alternative assets like Bitcoin and Ethereum, as traditional real estate becomes less accessible. The trend is fueling increased trading volumes and heightened volatility in the cryptocurrency market, with Bitcoin and stablecoins emerging as potential hedges against inflation and housing market instability. Traders should monitor these macroeconomic shifts, as rising housing unaffordability could further accelerate capital flows into digital assets (source: The Kobeissi Letter, May 7, 2025).