US housing still absurdly expensive even with rates off 1980s highs. Real prices (inflation-adjusted) haven't crashed—they're parked near ATH.
Translation: No relief for normies. Liquidity still trapped in real estate instead of flowing into risk assets.
Watch housing data closely. If prices finally crack, that capital has to go somewhere. Historically? Equities and crypto catch the overflow.
Macro matters. Housing weakness = Fed pivot signal = risk-on rotation into $BTC $ETH and alts.
Translation: No relief for normies. Liquidity still trapped in real estate instead of flowing into risk assets.
Watch housing data closely. If prices finally crack, that capital has to go somewhere. Historically? Equities and crypto catch the overflow.
Macro matters. Housing weakness = Fed pivot signal = risk-on rotation into $BTC $ETH and alts.
