THE LIQTIDE SCORE: 60/100 — TIDE COMING IN — 31 AUG 2026
60/100TIDE COMING IN · TREND TURNING UP
The US Treasury pulled $15.7B out of the system in 7 days.
THE BOARD
| US NET LIQUIDITY | $5.77T | +$5.6B 4w |
| FED BALANCE SHEET | $6.73T | -$7.3B 4w |
| TREASURY WAR CHEST (TGA) | $950.8B | -$47.1B 4w |
| ON-RRP BUFFER | $175M | |
| STABLECOIN FLEET | $311.3B | +$1.2B 7d |
| BITCOIN | $77,962 | dominance 59.7% |
| SPOT ETF DESKS (5d NET) | +$924M |
SIGNALS
- GREEN · NETLIQ-RISING — US net liquidity 4-week change positive ($5.6B). Backdrop supportive.
- AMBER · RRP-EXHAUSTED — ON-RRP buffer nearly spent ($175M). No cushion left for the next drain.
- GREEN · STABLE-MINT — Stablecoin fleet grew $1.2B in 7 days. Dry powder loading.
- GREEN · ETF-INFLOW — Spot BTC ETFs absorbed $924M over 5 sessions.
THE READ
Tide coming in: money is entering the system. Rising liquidity has historically been a tailwind for risk assets. Trend: turning up.
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.