The U.S. housing market just hit a historic breaking point: sellers now outnumber buyers by 530,000—the widest gap on record. What does this mean? When housing supply explodes while demand collapses, it signals economic stress. Typically, this precedes shifts in consumer spending, credit cycles, and risk appetite across all asset classes, including crypto. For traders and portfolio managers, extreme imbalances like this often correlate with capital reallocation patterns. Some flee to safety; others seek yield in alternative markets. Keep this on your radar—major economic inflection points often reshape market narratives and liquidity flows for weeks ahead.