THE LIQTIDE SCORE: 54/100 — NO CLEAR FLOW — 27 AUG 2026
54/100NO CLEAR FLOW (▼ was 55) · TREND FALLING
The US Treasury pulled $32.2B out of the system in 7 days.
THE BOARD
| US NET LIQUIDITY | $5.81T | -$102.6B 4w |
| FED BALANCE SHEET | $6.75T | -$1.7B 4w |
| TREASURY WAR CHEST (TGA) | $994.1B | +$28.0B 4w |
| ON-RRP BUFFER | $702M | |
| STABLECOIN FLEET | $310.8B | +$2.0B 7d |
| BITCOIN | $78,804 | dominance 59.1% |
| SPOT ETF DESKS (5d NET) | +$1.6B |
SIGNALS
- RED · NETLIQ-DRAIN — US net liquidity 4-week change NEGATIVE (-$102.6B). Risk backdrop tightening.
- AMBER · RRP-EXHAUSTED — ON-RRP buffer nearly spent ($702M). No cushion left for the next drain.
- GREEN · STABLE-MINT — Stablecoin fleet grew $2.0B in 7 days. Dry powder loading.
- GREEN · ETF-INFLOW — Spot BTC ETFs absorbed $1.6B 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.