THE LIQTIDE SCORE: 65/100 — TIDE COMING IN — 11 SEP 2026
65/100TIDE COMING IN (▲ was 57) · TREND TURNING UP
The US Treasury injected $100.7B into the system this week.
THE BOARD
| US NET LIQUIDITY | $5.90T | +$96.7B 4w |
| FED BALANCE SHEET | $6.74T | -$19.3B 4w |
| TREASURY WAR CHEST (TGA) | $843.7B | -$115.7B 4w |
| ON-RRP BUFFER | $4.7B | |
| STABLECOIN FLEET | $311.8B | +$1.2B 7d |
| BITCOIN | $76,707 | dominance 58.5% |
| SPOT ETF DESKS (5d NET) | +$480M |
SIGNALS
- GREEN · NETLIQ-RISING — US net liquidity 4-week change positive ($96.7B). Backdrop supportive.
- AMBER · RRP-EXHAUSTED — ON-RRP buffer nearly spent ($4.7B). 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 $480M 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.