According to The Kobeissi Letter, the gap between US home sale and list prices has reached a record level, with the median list price at $425,950 and median sale price at $397,000 for the four weeks ending June 8th, 2025. This $28,950 difference marks the highest on record and indicates weakening buyer demand and increased seller flexibility (source: The Kobeissi Letter, Twitter, June 20, 2025). For crypto traders, this widening gap signals potential shifts in liquidity preferences and risk appetite, as declining real estate demand could drive investors toward alternative assets such as Bitcoin (BTC) and Ethereum (ETH), particularly if traditional markets show signs of stress.

According to The Kobeissi Letter, the average age of homes purchased in the US in 2024 reached a record 36 years, up from 27 years in 2012. This significant aging of the housing stock, with Buffalo, NY homes averaging 69 years, signals tightening supply and persistent structural issues in the real estate sector (source: @KobeissiLetter, May 15, 2025). For crypto traders, this trend highlights growing macroeconomic uncertainty and could drive increased interest in decentralized assets as traditional markets show signs of strain.