At Davos, Trump unveiled an executive order targeting institutional mega-funds from purchasing single-family residential properties. The move signals a major shift in how policymakers view asset concentration in housing markets.

Here's what's happening: large institutional investors have been aggressively acquiring single-family homes for years, converting them into rental portfolios. This strategy has squeezed out retail buyers and inflated housing costs in many communities.

The policy angle matters to the crypto crowd because it reflects broader concerns about wealth concentration and institutional dominance in traditional markets. When governments start restricting where big money can flow, it often redirects capital toward alternative assets—including digital currencies and blockchain-based investments.

This regulatory intervention on real estate could have spillover effects on how institutional capital allocates across asset classes. Whether this policy sticks or becomes political theater remains to be seen, but it underscores mounting pressure on institutions to find new investment venues.