THE LIQTIDE SCORE: 58/100 — NO CLEAR FLOW — 01 SEP 2026
58/100NO CLEAR FLOW (▼ was 60) · TREND TURNING UP
The US Treasury pulled $38.1B 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) | $971.3B | +$94.8B 4w |
| ON-RRP BUFFER | $6.7B | |
| STABLECOIN FLEET | $311.2B | +$1.0B 7d |
| BITCOIN | $78,604 | dominance 59.2% |
| SPOT ETF DESKS (5d NET) | +$598M |
SIGNALS
- GREEN · NETLIQ-RISING — US net liquidity 4-week change positive ($5.6B). Backdrop supportive.
- AMBER · RRP-EXHAUSTED — ON-RRP buffer nearly spent ($6.7B). No cushion left for the next drain.
- GREEN · STABLE-MINT — Stablecoin fleet grew $1.0B in 7 days. Dry powder loading.
- GREEN · ETF-INFLOW — Spot BTC ETFs absorbed $598M 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: 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.