Parcl Intern

With Mamdani closing in on 90% odds to be the next NYC mayor, real estate people are losing their minds. Let me break down what his policies actually mean for property prices in the Big Apple 🧵

@0xRoyal16 @Parcl

@Parcl bullish

You can trade oil without owning a barrel. Gold without holding a bar. The S&P without running a company. But real estate? The biggest asset class on the planet, and until recently there was no clean way to act on a market view without actually buying property. That’s what Parcl built. Pick a US housing market, go long or short, and you’re in.

@Parcl hard to ignore what's happening in AI there...

Everyone’s calling the spring market “fragile.” SF just moved from $839 to $990 per square foot in ~30 days. That’s ~18% while the national conversation is still stuck on pending sales being down 0.8%.

@ParclLimited @Parcl still early, apparently

The protocol has already done 900,000+ deals across 50,000+ investors. Real estate prediction markets on Polymarket are resolving using @Parcl data. Bloomberg, Fortune, WSJ, CBS — all have covered the data layer. None of this is upcoming or planned. It’s already live. $PRCL

@Parcl permits lag, price doesn’t

ADUs just became the hottest topic in NYC housing. The city is now letting homeowners turn backyards, basements, and attics into small rental units — up to 25,000 units over the next 15 years. That’s roughly 1,700 units a year for a city of 8 million. Meanwhile, median home prices dropped $55,000 from last summer’s peak and bounced back to $590,000 in a matter of months. That entire move happened while zero ADUs were built. The housing market doesn’t wait for permits. Your data shouldn’t either.

@Parcl this is where the city level view actually matters

Mortgage rates went from below 6% to above 6.3% in less than two weeks. The Fed meets today and nobody knows if spring buying season just got a lot harder. This is exactly the kind of moment where the national number tells you nothing The city-level picture tells you everything.

@unusual_whales you can see it in the data before it becomes the story

49% of U.S. residents struggle to pay rent or mortgages, per Redfin.

@_FDR_Jr @Parcl @Polymarket market does what it does… we’re just here building through it

@Parcl_Intern @Parcl @Polymarket Damn man, I'm down so much money on $parcl... Had high hopes for it to hit $1... Less than 1c coming up next.

Real estate prediction markets need data they can trust to settle real money. @Polymarket chose Parcl. That says more than anything we could.

@KobeissiLetter everyone suddenly loves cash again....

BREAKING: Investors have rotated into cash at the fastest rate since the COVID-19 pandemic amid the Iran war, with average cash holdings in portfolios rising to 4.3% of assets under management.

@fintechfrank so the alpha was just… existing sooner

Bad! Tax the olds

@KobeissiLetter coffee outperforming my portfolio again

US coffee prices are surging at a record pace: The average price of ground roast coffee is up to a record $9.46 per pound. In February, coffee prices jumped +30.5% YoY, and have surged +127% since January 2020. Over the same period, ground beef prices have risen +73% to $6.74 per pound, near an all-time high. Furthermore, steak prices have soared +66% to a record $12.74 per pound. Overall, the "food at home" category price level is up +31% while "food away from home" is up +36% since January 2020. Food inflation remains a major issue.

@wallstmemes buyers just got picky shows up in the data before it hits headlines

Hey! There's a bubble. Yep, 'can't sell house' search term is at an all time high on Google and people are still pretending liquidity isn’t drying up.

@elonmusk hope they don’t all agree

By this weekend, xAI will have three Grok Build models in training simultaneously

@unusual_whales didn’t see that one coming

"Top earners are more afraid for their employment than lower income as AI threat increases," per CNBC

@Parcl made Curbed before coffee @trevorjbacon

This is what happens when real estate finally gets a credible data layer.

@KobeissiLetter delaying medical treatments to afford rent is insane🫠 housing isn't an investment problem anymore it's an everything problem

The US housing affordability crisis is somehow still getting worse: 49% of Americans are now struggling to afford their regular rent or mortgage payments, up from 44% in May 2025, according to a Redfin survey. Generation Z is hit the hardest, with 67% struggling to afford housing. This is followed by 54% of Gen X, 53% of Millennials, and 36% of Baby Boomers. The most common sacrifices to afford housing are eating out less, skipping vacations, and delaying medical treatments. Gen Zers are going further, even selling belongings, taking side hustles, and moving back in with their parents just to keep up with payments. This comes as homebuyers now need to earn $111,000/year to afford the typical US home, ~$25,000 more than the median household income. Housing has never been so unaffordable in the US.

@KobeissiLetter if only there was a way to track seller pressure in real time oh wait app.parcllabs.com/research/motiv…

US home supply is resurging: 44,698 homes that were delisted last year were relisted for sale in January 2026, the highest January figure since data began in 2016, according to Redfin. This also marks the 5th consecutive annual increase. Since 2022, relistings have surged +27,692, or +167%. As a result, relistings now represent a record 3.6% of all active listings, up from 1.9% in 2022. This comes as home delistings hit a record 112,788 in December 2025, as sellers pulled their homes off the market rather than accepting lower prices. Now, they are returning in hopes of capitalizing on the spring buying season, adding even more supply to an already buyer-friendly market. The US housing market could see more price discounts.

@ParclLimited @Parcl 🚢🚢

Everyone’s debating what’s next for housing. @Parcl is building the rails to track it, trade it, and make sense of it. Heads down. Shipping. $PRCL

Real estate used to mean: save for years, find a broker, wait months to close, and hope it works out. Now? Get market exposure in minutes with Parcl.