THE LIQTIDE SCORE: 51/100 — NO CLEAR FLOW — 03 SEP 2026
51/100NO CLEAR FLOW (▼ was 54) · TREND TURNING UP
The US Treasury injected $51.3B into the system this week.
THE BOARD
| US NET LIQUIDITY | $5.77T | +$5.6B 4w |
| FED BALANCE SHEET | $6.73T | -$7.3B 4w |
| TREASURY WAR CHEST (TGA) | $942.8B | +$18.6B 4w |
| ON-RRP BUFFER | $525M | |
| STABLECOIN FLEET | $310.6B | -$46M 7d |
| BITCOIN | $77,050 | dominance 59.0% |
| SPOT ETF DESKS (5d NET) | +$6M |
SIGNALS
- GREEN · NETLIQ-RISING — US net liquidity 4-week change positive ($5.6B). Backdrop supportive.
- AMBER · RRP-EXHAUSTED — ON-RRP buffer nearly spent ($525M). No cushion left for the next drain.
- RED · STABLE-BURN — Stablecoin fleet shrank $46M in 7 days. Dry powder leaving the theater.
- GREEN · ETF-INFLOW — Spot BTC ETFs absorbed $6M 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.