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 Miles Deutscher, crypto VC funding in Q1 2025 surged to its highest level since Q3 2022, indicating renewed investor confidence and potential growth opportunities in the cryptocurrency market. This increase suggests a positive outlook for crypto startups and emphasizes the importance of strategic investment in blockchain technology.

According to Miles Deutscher, there was a 17.9% increase in Bitcoin holdings among public companies in Q1 2025, now totaling 79 firms with Bitcoin on their balance sheets. This surge indicates growing institutional confidence in Bitcoin as a long-term asset, potentially influencing market dynamics and trading strategies.

According to Paolo Ardoino, the number of USDt users increased by 13% in the first quarter of 2025. This growth highlights the stablecoin's rising popularity and potential increased liquidity in crypto markets. Traders might consider this surge as an indicator of USDt's growing utility and its role in enhancing market stability.

According to @MilkRoadDaily, decentralized application (dApp) fees have surpassed traditional blockchain fees, reaching $1.8 billion compared to $1.4 billion for blockchains in the first quarter of 2025. This shift signals a potential trend favoring dApp growth over blockchain networks for revenue streams. Traders might consider this shift as a strategic point for investment opportunities, focusing on platforms with high dApp activity. [source: @MilkRoadDaily]

According to Michaël van de Poppe, a prominent cryptocurrency analyst, five critical trading lessons were learned in Q1 2025, as shared in his recent video update. These lessons emphasize the importance of risk management, market trend analysis, and the impacts of macroeconomic factors on crypto markets. Van de Poppe notes that traders should stay informed about global economic indicators and adjust their strategies accordingly. Understanding market sentiment and technical analysis tools also plays a crucial role in effective trading strategies (Source: Michaël van de Poppe via Twitter).

According to @intotheblock, Q1 saw a significant increase in stablecoin activity, with the total supply surpassing $220 billion, marking the highest level to date. Tether ($USDT) remains the dominant player with a market cap exceeding $140 billion, nearly doubling since early 2022. This growth indicates a strong demand for stablecoins, which could influence trading strategies focused on liquidity and stability.

According to The Kobeissi Letter, Tesla delivered 336,681 vehicles in Q1 2025, missing expectations of 390,343. Additionally, Tesla produced 362,615 vehicles, falling short of the anticipated 412,148. As a result, Tesla's stock is trading lower.

According to The Kobeissi Letter, Tesla delivered 336,681 vehicles in Q1 2025, which is below the market expectations of 390,343. Additionally, Tesla produced 362,615 vehicles, missing the anticipated production figure of 412,148. As a result, Tesla's stock, $TSLA, is trading lower following these announcements.

According to The Kobeissi Letter, the S&P 500 underperformed global stocks by a significant 9.6 percentage points in Q1 2025, marking the largest quarterly margin since 2009. The S&P 500 experienced a decline of 4.6% during the same period, the steepest drop since Q2 2022. This performance divergence between US and global equities could influence trading strategies, as investors may seek opportunities in other markets or asset classes that are showing relative strength.

According to The Kobeissi Letter, the S&P 500 underperformed global stocks by 9.6 percentage points in Q1 2025, marking the largest quarterly margin since 2009. Additionally, the S&P 500 dropped by 4.6% in Q1 2025, its largest decline since Q2 2022.

According to The Kobeissi Letter, the Atlanta Fed has revised its Q1 2025 GDP estimate down to -3.7%, with adjustments for gold imports and exports indicating a -1.4% contraction. This significant downgrade from a previous +3.8% growth forecast two months ago underscores potential volatility in financial markets, particularly impacting trading strategies around U.S. economic indicators and commodities like gold.

According to The Kobeissi Letter, the Atlanta Fed has revised its Q1 2025 GDP estimate to -3.7%, marking a significant downward adjustment. After accounting for gold imports and exports, the GDP contraction is now estimated at -1.4%. This is a stark contrast to the previous estimate of +3.8% growth two months ago. Such dramatic revisions can have profound implications for trading strategies, especially in commodities and currency markets, as traders may need to reassess risk exposure based on potential economic downturns.

According to The Kobeissi Letter, the firm reported one of its strongest ends to a quarter by increasing short exposure during Q1 2025. They capitalized on rallies of 3% or more based on weaker market sentiment. This strategic approach culminated in a significant PUT position on March 26th when the S&P 500 was at 5780.

According to The Kobeissi Letter, their strategic decision in Q1 2025 involved increasing short exposure during rallies exceeding 3%, citing weaker market sentiment as the primary reason. This culminated in a significant PUT option position on March 26th when the S&P 500 was at 5780, marking a strong quarter-end performance.

According to Paolo Ardoino on Twitter, Tether has purchased 8,888 Bitcoin in the first quarter of the year, increasing its total Bitcoin holdings to $7.8 billion. This acquisition positions Tether's wallet as the sixth largest single wallet holding Bitcoin. This significant purchase reflects Tether's strategic move to strengthen its Bitcoin reserves, which could impact the market by reducing available supply and potentially influencing Bitcoin's price dynamics.

According to Lookonchain, Tether has purchased an additional 8,888 BTC, valued at $735 million, during the first quarter of 2025. This acquisition brings Tether's total Bitcoin holdings to 100,521 BTC, now valued at approximately $8.29 billion. This substantial increase in Tether's Bitcoin reserve could influence market dynamics and may signal increased institutional interest in Bitcoin as a strategic reserve asset. Traders should monitor potential impacts on Bitcoin's liquidity and price volatility. Source: Lookonchain.

According to @MilkRoadDaily, Ethereum experienced its most significant first-quarter decline since 2018, with a drop of over 44% in the first three months of 2025. This substantial decrease highlights potential bearish sentiment and increased selling pressure on the market, which traders should carefully monitor.

According to Milk Road Daily, Ethereum experienced its worst first quarter since 2018, with a significant 44% decline in value in the first three months of 2025. This unprecedented drop might affect traders' strategies and market sentiment towards Ethereum, as it indicates a substantial loss in investor confidence and market volatility. Such a downturn could prompt traders to reassess their positions in Ethereum and potentially explore other crypto assets or hedging strategies.

According to Cas Abbé, the top-performing altcoin in Q1 2025 was Solana (SOL), which saw a return of 150% due to increased adoption of its blockchain for decentralized applications and significant institutional investments. This performance was corroborated by data from CoinMarketCap, which highlighted Solana's volume growth and increased market cap over the quarter.