THE LIQTIDE SCORE: 54/100 — NO CLEAR FLOW — 02 SEP 2026
54/100NO CLEAR FLOW (▼ was 58) · TREND TURNING UP
The US Treasury pulled $56.7B 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) | $1.02T | +$153.5B 4w |
| ON-RRP BUFFER | $725M | |
| STABLECOIN FLEET | $310.4B | +$109M 7d |
| BITCOIN | $77,225 | dominance 59.1% |
| SPOT ETF DESKS (5d NET) | +$454M |
SIGNALS
- GREEN · NETLIQ-RISING — US net liquidity 4-week change positive ($5.6B). Backdrop supportive.
- AMBER · TGA-WARCHEST — Treasury cash pile at $1.02T — above $1T, highest-tier drain pressure.
- AMBER · RRP-EXHAUSTED — ON-RRP buffer nearly spent ($725M). No cushion left for the next drain.
- GREEN · STABLE-MINT — Stablecoin fleet grew $109M in 7 days. Dry powder loading.
- GREEN · ETF-INFLOW — Spot BTC ETFs absorbed $454M 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.