Today's Market Pulse - July 1

Macro Trends | Market Pulse | Influencer Insights | RWA + Tokenization ✍️ By AI & Block N Mortar Team 📬 Powered by Tokenized World Co.

Author

Block N Mortar
July 01, 2025

📈 Market Summary
We’re halfway through 2025 and the narrative is shifting. Inflation is cooling, tech stocks are surging, and real estate is beginning to find its new footing. AI is no longer just a tool, it’s a filter for everything from lead gen to asset valuation. Meanwhile, tokenized platforms continue scaling quietly behind the noise.

🌐 Macro Trends

  • The Nasdaq jumped 1.2% on strong earnings from housing-adjacent tech giants like Matterport and Autodesk.

  • Japan’s housing starts surprised to the upside in May, boosting optimism for Asia’s construction cycle.

  • Dubai’s real estate transaction volume hit a record $16B for Q2, much of it institutional and increasingly token-ready.

Investor Insight:
Real estate is resetting. But digital infrastructure and global liquidity are quietly building tailwinds.

🏠 U.S. Housing Pulse

  • Zillow’s Home Value Index rose 0.3% in June, slowing, but still rising.

  • Builder confidence edged up 2 points after three months of decline.

  • Sun Belt metros continue to dominate both new permits and rental demand.

Quick Hit:
Pricing power is softening, but smart operators are still closing deals in supply-starved regions.

🧠 Influencer Insights

  • Graham Stephan: “AI-backed investors are starting to outperform. Not just with picks—but with timing.”

  • Ken McElroy: “2025 is about cap rate expansion. If you’re not underwriting with flexibility, you're already behind.”

  • Meet Kevin: “We’re seeing early signs that on-chain real estate is coming faster than expected.”

Theme:
Top influencers aren’t calling for a crash, they’re calling for adaptation. Technology is the differentiator.

🔗 RWA + Tokenization Watch

  • Roofstock onChain teased upcoming integrations with Coinbase Wallet for direct property access.

  • Propy announced beta testing of “instant close” smart contracts for U.S. title transfers.

  • Tokenized.com launched a public directory of verified tokenized real estate projects across 9 countries.

  • Faith Driven Entrepreneur releases a new brief: “Owning the Dirt, Not the Risk”, a primer on fractional property tokens.

Signal:
The playbook is expanding. It’s no longer just about tokenizing real estate, it’s about unlocking investor behavior through programmable incentives.

Block N Mortar tracks the shift from physical to programmable real estate.
We help investors stay informed and ahead.

Disclaimer: Not financial advice. This content is for informational purposes only.