According to The Kobeissi Letter, a recent National Association of Home Builders analysis reveals that 94 million American households cannot afford a $400,000 home, while the median new home price is around $460,000 (source: The Kobeissi Letter, May 18, 2025). With 70% of US households priced out, this widespread affordability crisis could reduce disposable income and limit traditional investment opportunities, potentially increasing interest in alternative assets like Bitcoin and stablecoins as investors seek inflation hedges and diversification (source: The Kobeissi Letter, May 18, 2025). Traders should monitor crypto inflows and shifts in sentiment as macroeconomic pressures intensify.