According to @charliebilello, the share of first-time US homebuyers fell to a record-low 21 percent this year, highlighting extreme housing unaffordability. Source: @charliebilello on X, Nov 9, 2025. He states the current US housing market is the most unaffordable in history, underscoring pressure on demand from new entrants. Source: @charliebilello on X, Nov 9, 2025. He also links a video on how to make housing affordable again, which traders in housing-related equities and rates can review for potential policy catalysts and sentiment shifts. Source: YouTube https://www.youtube.com/watch?v=mABvGksry_k via @charliebilello on X, Nov 9, 2025.

According to The Kobeissi Letter, the number of homes for sale in Washington DC surged by 25.1% year-over-year to 12,649 during the four weeks ending April 27th, 2025, marking the largest annual increase on record (source: The Kobeissi Letter, Twitter, May 14, 2025). This significant rise in housing inventory could signal increased economic uncertainty and liquidity shifts, which historically prompt traders to monitor potential capital flows into alternative assets like Bitcoin and Ethereum. Crypto traders should watch for increased volatility in both real estate and digital asset markets as investors reconsider portfolio allocations amid changing macroeconomic conditions.