According to The Kobeissi Letter, the US housing market has reached a record gap of $38,672 between the typical home seller's asking price and what buyers are willing to pay, as of March 2025. The median asking price climbed to $469,729, which is 9% higher than the median sale price of $431,057. For cryptocurrency traders, this widening affordability gap signals potential for increased liquidity movement into digital assets as traditional real estate becomes less accessible, possibly influencing large-cap tokens like Bitcoin and Ethereum. Source: The Kobeissi Letter (Twitter, May 13, 2025).

According to Edward Dowd on Twitter, the January report from Phinance Technologies highlights that persistent unaffordability and stagnant home prices are leading to downward price adjustments to attract buyers (source: Phinance Technologies, January 2025). For traders, this signals a potential liquidity shift as real estate investors and institutions may seek alternative assets, including cryptocurrencies, to preserve capital as housing market returns diminish. Monitoring these macroeconomic trends is crucial for anticipating volatility and capital flows in the crypto market.