Today's Market Pulse - July 7

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

Author

Block N Mortar
July 07, 2025

📈 Market Summary
As we close out the first half of 2025, global markets are signaling stability. AI is rapidly influencing housing platforms, tokenization infrastructure is maturing, and investor confidence is cautiously ticking upward. In the U.S., new legislation may quietly fuel momentum in the real estate space heading into Q3.

🌐 Macro Trends

  • Tech-led gains continue as markets digest cooling inflation and upcoming earnings.

  • Japanese housing starts climb again, signaling potential construction rebound across East Asia.

  • Dubai’s real estate activity remains red-hot, with tokenization and digital payment rails accelerating.

Investor Insight:
The convergence of physical and programmable real estate is becoming more visible—and more investable.

🏠 U.S. Housing Pulse

  • Zillow reports another slight increase in home values, with the Midwest and South outperforming.

  • Builder confidence stabilizes, with interest rate expectations flattening.

  • New legislation watch: The One Big Beautiful Bill extends key real estate tax incentives—such as mortgage interest deductions and SALT relief—helping support buyer sentiment in high-tax states.

  • Affordable housing could get a tailwind with expanded tax credits and loosened bond financing rules.

Quick Hit:
The policy tailwind may not grab headlines, but it’s laying the foundation for renewed housing investment—especially where tokenized structures can now stack with tax-advantaged deals.

🧠 Influencer Insights

  • Graham Stephan: “Interest rate talk matters—but location and liquidity still rule. Watch AI-enhanced comps.”

  • Jas Takhar: “Tokenization is interesting, but still too early for most retail investors. Education is key.”

  • Ken McElroy: “The next wave of cash flow isn’t just from rent—it’s from how deals are structured and digitized.”

Theme:
The smartest voices are watching not just price—but structure. Digital efficiency is the new leverage.

🔗 RWA + Tokenization Watch

  • Propy releases “instant close” smart contract update in three U.S. markets.

  • Faith Driven Entrepreneur highlights fractional ownership for legacy wealth creation.

  • Tokenized.com’s verified asset directory grows to 87 listings in 10 countries.

  • Roofstock onChain announces wallet integrations coming this quarter.

Digital Signal:
More infrastructure, fewer headlines. That’s how real revolutions scale.

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.