THE LIQTIDE SCORE: 42/100 — NO CLEAR FLOW — 07 AUG 2026
42/100NO CLEAR FLOW (▲ was 40) · TREND FALLING
The US Treasury injected $41.1B into the system this week.
THE BOARD
| US NET LIQUIDITY | $5.82T | -$165.4B 4w |
| FED BALANCE SHEET | $6.75T | +$13.0B 4w |
| TREASURY WAR CHEST (TGA) | $929.3B | +$180.1B 4w |
| ON-RRP BUFFER | $1.4B | |
| STABLECOIN FLEET | $307.6B | -$205M 7d |
| BITCOIN | $64,381 | dominance 56.6% |
| SPOT ETF DESKS (5d NET) | +$370M |
SIGNALS
- RED · NETLIQ-DRAIN — US net liquidity 4-week change NEGATIVE (-$165.4B). Risk backdrop tightening.
- AMBER · RRP-EXHAUSTED — ON-RRP buffer nearly spent ($1.4B). No cushion left for the next drain.
- RED · STABLE-BURN — Stablecoin fleet shrank $205M in 7 days. Dry powder leaving the theater.
- GREEN · ETF-INFLOW — Spot BTC ETFs absorbed $370M over 5 sessions.
THE READ
No clear flow: inflows and outflows are roughly balanced. The next decisive move in liquidity usually decides the tape. Trend: falling.
THE LIQTIDE SCORE™ IS A PROPRIETARY 0–100 COMPOSITE OF GLOBAL LIQUIDITY FLOWS (OPEN METHODOLOGY). DATA: FRED / US TREASURY / NY FED / DEFILLAMA / COINGECKO / STOOQ / FARSIDE. QUOTE FREELY — ATTRIBUTION: LIQTIDE.COM. ANALYTICAL VISUALIZATION OF PUBLIC DATA — NOT INVESTMENT ADVICE.