According to Edward Dowd, recent housing market data indicates ongoing weakness rather than signs of a robust recovery (source: @DowdEdward May 9, 2025). This trend suggests potential headwinds for traditional financial markets, which may drive increased interest and capital flow into alternative assets such as Bitcoin and Ethereum. Traders should monitor real estate and macroeconomic indicators closely, as continued housing softness could support bullish sentiment in the crypto market, especially for safe-haven digital assets.

According to Moonshot’s analysis shared on Twitter on April 30, 2025, the current US housing market is experiencing reduced transaction volumes due to persistently high mortgage rates and tightening credit conditions (source: @moonshot). For traders and investors, this signals a potential period of price stagnation or mild declines, with REITs and homebuilder stocks facing downward pressure. Moonshot’s data suggests monitoring regional inventory levels and mortgage rate trends for actionable trading signals, as these factors are directly influencing short-term price movements and market sentiment.

According to The Kobeissi Letter, US home prices rose 4.5% year-over-year in Q1 2025, marking the slowest growth since Q3 2023. Moody’s Analytics projects even further deceleration, with home price increases of 3.6% in Q2 and 2.5% in Q3 2025. This slowdown signals a significant shift in the property market, which could impact related sectors such as mortgage-backed securities and real estate investment trusts (REITs). Traders should monitor these trends for potential volatility and adjust positions in housing-linked assets accordingly (Source: The Kobeissi Letter, Twitter, April 25, 2025).