Top Tweets for #NetLiquidity

Trend Serra Capital | Medici

5 months ago

$BTC #krypto GM 👋 #NetLiquidity (WALCL − RRP − TGA) dreht wieder leicht nach oben 📈 Stand 25.02.2026: ~5,724 Billionen USD (≈ 5.724.000 Mrd.) Warum das zählt: Steigende Net Liquidity = mehr „System-Liquidität“ im Umlauf ➡️historisch oft Rückenwind für Risk-Assets (v. a. #Bitcoin), meist mit etwas Vorlauf. Was ich aktuell daraus lese: Nach der deutlichen Abwärtsphase sehen wir erste Stabilisierung + Turn-up ✅ Noch kein „Vollgas-Bull“, aber: Abwärtsdruck nimmt ab und das Chancenfenster öffnet sich. Jetzt wichtig für Bestätigung: Wenn der Anstieg mehrere Wochen hält (höhere Hochs) und die kurzfristige Glättung (MA20) mitzieht/kreuzt die MA80, wird daraus wieder ein belastbarer Liquidity-Tailwind. Auf geht`s💪 WISSEN IST VERMÖGEN. TRENDS ERKENNEN. VORAUSSCHAUEND HANDELN.

NomisesMedici's tweet photo. $BTC #krypto
GM 👋
#NetLiquidity (WALCL − RRP − TGA) dreht wieder leicht nach oben 📈
Stand 25.02.2026: ~5,724 Billionen USD (≈ 5.724.000 Mrd.)

Warum das zählt:
Steigende Net Liquidity = mehr „System-Liquidität“ im Umlauf
➡️historisch oft Rückenwind für Risk-Assets (v. a. #Bitcoin), meist mit etwas Vorlauf.

Was ich aktuell daraus lese:
Nach der deutlichen Abwärtsphase sehen wir erste Stabilisierung + Turn-up ✅
Noch kein „Vollgas-Bull“, aber: Abwärtsdruck nimmt ab und das Chancenfenster öffnet sich.

Jetzt wichtig für Bestätigung:
Wenn der Anstieg mehrere Wochen hält (höhere Hochs) und die kurzfristige Glättung (MA20) mitzieht/kreuzt die MA80, wird daraus wieder ein belastbarer Liquidity-Tailwind.

Auf geht`s💪

WISSEN IST VERMÖGEN. TRENDS ERKENNEN. VORAUSSCHAUEND HANDELN.

Trend Serra Capital | Medici

5 months ago

#Bitcoin Steckt $BTC noch in der Sub-Welle A (gelb), die sich demnächst in der Zielzone 59,8k–55k finalisiert? 👀 ➡️ Erst nach Abschluss dieser Sub-Welle A (gelb), erwarte ich die korrektive Gegenbewegung in Form der Sub-Welle B (gelb). Chart-kurzfristige Analyse👇 https://t.co/VlN51iZjdU Auf geht’s 💪 WISSEN IST VERMÖGEN. TRENDS ERKENNEN. VORAUSSCHAUEND HANDELN.

NomisesMedici's tweet photo. #Bitcoin
Steckt $BTC noch in der Sub-Welle A (gelb), die sich demnächst in der Zielzone 59,8k–55k finalisiert? 👀
➡️ Erst nach Abschluss dieser Sub-Welle A (gelb), erwarte ich die korrektive Gegenbewegung in Form der Sub-Welle B (gelb).

Chart-kurzfristige Analyse👇
https://t.co/VlN51iZjdU

Auf geht’s 💪

WISSEN IST VERMÖGEN. TRENDS ERKENNEN. VORAUSSCHAUEND HANDELN.

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The Traders Room - Your Trader/Investor Platform

almost 2 years ago

#FED’s #NetLiquidity is dropping hard, the same as it did before the August crash. $USDJPY continues selling off #SPX #StockMarket #SPX500 #DJI #YM #NDX #RTY $IWM $QQQ $SPY #Stocks #ES_F #NQ_F #TTRcommunity https://t.co/q81pPcIdVM

TheTraderRoom's tweet photo. #FED’s #NetLiquidity is dropping hard, the same as it did before the August crash. $USDJPY continues selling off

#SPX #StockMarket #SPX500 #DJI #YM #NDX #RTY $IWM $QQQ $SPY #Stocks #ES_F #NQ_F #TTRcommunity https://t.co/q81pPcIdVM https://t.co/guhEVe0KFw

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over 2 years ago

@maxanderson I've been looking at #NetLiquidity as a leading indicator for inflation. https://t.co/5hEZuB3pb5

over 2 years ago

$SPX, #NetLiquidity and $USIRYY (inflation rate) Note that $USIRYY appears to be bottoming. You boost liquidity, you get inflation. Sorry, I don't make the rules.

dharmatrade's tweet photo. $SPX, #NetLiquidity and $USIRYY (inflation rate)

Note that $USIRYY appears to be bottoming.

You boost liquidity, you get inflation.

Sorry, I don't make the rules. https://t.co/9kYRkgSVWX

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over 2 years ago

@Swordfishv44183 #NetLiquidity now at a two year high. https://t.co/2jzHwMcEv3

over 2 years ago

#NetLiquidity is once again the highest it's been since April 2022. RRP has dropped $107B over the last two days.

dharmatrade's tweet photo. #NetLiquidity is once again the highest it's been since April 2022.

RRP has dropped $107B over the last two days. https://t.co/001R4yDEw7

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over 2 years ago

#NetLiquidity is once again the highest it's been since April 2022. RRP has dropped $107B over the last two days.

dharmatrade's tweet photo. #NetLiquidity is once again the highest it's been since April 2022.

RRP has dropped $107B over the last two days. https://t.co/001R4yDEw7

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over 2 years ago

As an alternative, you can also use this formula SP:SPX/(FRED:WALCL-FRED:WTREGEN-FRED:RRPONTSYD-FRED:RESPPLLOPNWW)*1000*1000*1000*10 which includes: 'Earnings Remittances Due to the U.S. Treasury' as part of #NetLiquidity.

dharmatrade's tweet photo. As an alternative, you can also use this formula

SP:SPX/(FRED:WALCL-FRED:WTREGEN-FRED:RRPONTSYD-FRED:RESPPLLOPNWW)*1000*1000*1000*10

which includes:

'Earnings Remittances Due to the U.S. Treasury'

as part of #NetLiquidity. https://t.co/LFDeKPIVtU

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over 2 years ago

This chart 'US Equity Holdings to Liquidity' was presented by @crossbordercap in his recent interview with @adamtaggart. Something similar that I've been tracking on @tradingview is simply $SPX/#NetLiquidity Formula for @tradingview: SP:SPX/(FRED:WALCL-FRED:WTREGEN-FRED:RRPONTSYD)*1000*1000*1000*10 It tells you how far $SPX is extended with respect to #NetLiquidity. As you can see, it's the most extended it's been since 2020 right before the crash.

dharmatrade's tweet photo. This chart 'US Equity Holdings to Liquidity' was presented by @crossbordercap in his recent interview with @adamtaggart.

Something similar that I've been tracking on @tradingview is simply $SPX/#NetLiquidity

Formula for @tradingview:

SP:SPX/(FRED:WALCL-FRED:WTREGEN-FRED:RRPONTSYD)*1000*1000*1000*10

It tells you how far $SPX is extended with respect to #NetLiquidity. As you can see, it's the most extended it's been since 2020 right before the crash.

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over 2 years ago

#NetLiquidity is once again the highest it's been since April 2022. TGA -$88B https://t.co/CqfCFm48AX

dharmatrade's tweet photo. #NetLiquidity is once again the highest it's been since April 2022.

TGA -$88B

https://t.co/CqfCFm48AX https://t.co/M9OfjiSdFM

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over 2 years ago

Now that #NetLiquidity has been on the minds of more folks ever since 2020 QE, people have been looking into the plumbing of the components (Fed balance sheet, RRP, TGA). People began to realize the importance of treasury issuance; i.e. decisions like will the Treasury issue more bills, bonds, notes, etc. (E.g. Heavy bills issuance? That drains RRP. Good for liquidity.) If you look through the QRA documents you'll see TBAC mentioned a lot. Each quarter the TBAC "recommends" the financing schedule to the Treasury. I.e. how much of each (bills, notes, bonds) they should issue. So who exactly is on the TBAC (Treasury Borrowing Advisory Committee)? Citigroup Global Markets Inc Element Capital Management Rokos Capital Management BlackRock Vanguard Bridgewater Associates Fidelity Investments Goldman, Sachs & Co. Bank of New York Mellon PNC Financial Services Group, Inc J.P. Morgan New York Common Retirement Fund Deutsche Bank Securities Inc. Bank of America PIMCO Morgan Stanley They tell Yellen how to finance the government. And you can bet those institutions are well positioned for this. Now, ask yourself, why did the TBAC change their reporting format after 22 years in a way that obscures two key numbers: net issuance of bills and bonds.

dharmatrade's tweet photo. Now that #NetLiquidity has been on the minds of more folks ever since 2020 QE, people have been looking into the plumbing of the components (Fed balance sheet, RRP, TGA).

People began to realize the importance of treasury issuance; i.e. decisions like will the Treasury issue more bills, bonds, notes, etc. (E.g. Heavy bills issuance? That drains RRP. Good for liquidity.)

If you look through the QRA documents you'll see TBAC mentioned a lot.

Each quarter the TBAC "recommends" the financing schedule to the Treasury. I.e. how much of each (bills, notes, bonds) they should issue.

So who exactly is on the TBAC (Treasury Borrowing Advisory Committee)?

Citigroup Global Markets Inc
Element Capital Management
Rokos Capital Management
BlackRock
Vanguard
Bridgewater Associates
Fidelity Investments
Goldman, Sachs & Co.
Bank of New York Mellon
PNC Financial Services Group, Inc
J.P. Morgan
New York Common Retirement Fund
Deutsche Bank Securities Inc.
Bank of America
PIMCO
Morgan Stanley

They tell Yellen how to finance the government.
And you can bet those institutions are well positioned for this.

Now, ask yourself, why did the TBAC change their reporting format after 22 years in a way that obscures two key numbers: net issuance of bills and bonds.

dharmatrade's tweet photo. Now that #NetLiquidity has been on the minds of more folks ever since 2020 QE, people have been looking into the plumbing of the components (Fed balance sheet, RRP, TGA).

People began to realize the importance of treasury issuance; i.e. decisions like will the Treasury issue more bills, bonds, notes, etc. (E.g. Heavy bills issuance? That drains RRP. Good for liquidity.)

If you look through the QRA documents you'll see TBAC mentioned a lot.

Each quarter the TBAC "recommends" the financing schedule to the Treasury. I.e. how much of each (bills, notes, bonds) they should issue.

So who exactly is on the TBAC (Treasury Borrowing Advisory Committee)?

Citigroup Global Markets Inc
Element Capital Management
Rokos Capital Management
BlackRock
Vanguard
Bridgewater Associates
Fidelity Investments
Goldman, Sachs & Co.
Bank of New York Mellon
PNC Financial Services Group, Inc
J.P. Morgan
New York Common Retirement Fund
Deutsche Bank Securities Inc.
Bank of America
PIMCO
Morgan Stanley

They tell Yellen how to finance the government.
And you can bet those institutions are well positioned for this.

Now, ask yourself, why did the TBAC change their reporting format after 22 years in a way that obscures two key numbers: net issuance of bills and bonds.

dharmatrade's tweet photo. Now that #NetLiquidity has been on the minds of more folks ever since 2020 QE, people have been looking into the plumbing of the components (Fed balance sheet, RRP, TGA).

People began to realize the importance of treasury issuance; i.e. decisions like will the Treasury issue more bills, bonds, notes, etc. (E.g. Heavy bills issuance? That drains RRP. Good for liquidity.)

If you look through the QRA documents you'll see TBAC mentioned a lot.

Each quarter the TBAC "recommends" the financing schedule to the Treasury. I.e. how much of each (bills, notes, bonds) they should issue.

So who exactly is on the TBAC (Treasury Borrowing Advisory Committee)?

Citigroup Global Markets Inc
Element Capital Management
Rokos Capital Management
BlackRock
Vanguard
Bridgewater Associates
Fidelity Investments
Goldman, Sachs & Co.
Bank of New York Mellon
PNC Financial Services Group, Inc
J.P. Morgan
New York Common Retirement Fund
Deutsche Bank Securities Inc.
Bank of America
PIMCO
Morgan Stanley

They tell Yellen how to finance the government.
And you can bet those institutions are well positioned for this.

Now, ask yourself, why did the TBAC change their reporting format after 22 years in a way that obscures two key numbers: net issuance of bills and bonds.

dharmatrade's tweet photo. Now that #NetLiquidity has been on the minds of more folks ever since 2020 QE, people have been looking into the plumbing of the components (Fed balance sheet, RRP, TGA).

People began to realize the importance of treasury issuance; i.e. decisions like will the Treasury issue more bills, bonds, notes, etc. (E.g. Heavy bills issuance? That drains RRP. Good for liquidity.)

If you look through the QRA documents you'll see TBAC mentioned a lot.

Each quarter the TBAC "recommends" the financing schedule to the Treasury. I.e. how much of each (bills, notes, bonds) they should issue.

So who exactly is on the TBAC (Treasury Borrowing Advisory Committee)?

Citigroup Global Markets Inc
Element Capital Management
Rokos Capital Management
BlackRock
Vanguard
Bridgewater Associates
Fidelity Investments
Goldman, Sachs & Co.
Bank of New York Mellon
PNC Financial Services Group, Inc
J.P. Morgan
New York Common Retirement Fund
Deutsche Bank Securities Inc.
Bank of America
PIMCO
Morgan Stanley

They tell Yellen how to finance the government.
And you can bet those institutions are well positioned for this.

Now, ask yourself, why did the TBAC change their reporting format after 22 years in a way that obscures two key numbers: net issuance of bills and bonds.

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over 2 years ago

#NetLiquidity has been pretty much sideways since Dec 1st. Look for things to change in 2nd quarter; possibly more issuance of notes and bonds vs bills, which may lead less drain out of RRP.

dharmatrade's tweet photo. #NetLiquidity has been pretty much sideways since Dec 1st.

Look for things to change in 2nd quarter; possibly more issuance of notes and bonds vs bills, which may lead less drain out of RRP. https://t.co/SBg0sgbvce

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over 2 years ago

#NetLiquidity highest it's been since April 2022. https://t.co/TLkUjvJZWA

over 2 years ago

🚨#NetLiquidity yesterday was the highest it's been since April 2022. Thread on NL being a leading indicator for inflation: https://t.co/hfap5VLIci Chart: https://t.co/CqfCFm4Gqv

dharmatrade's tweet photo. 🚨#NetLiquidity yesterday was the highest it's been since April 2022.

Thread on NL being a leading indicator for inflation:
https://t.co/hfap5VLIci

Chart:
https://t.co/CqfCFm4Gqv https://t.co/htFqTrTT2l

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over 2 years ago

#NetLiquidity as a leading indicator for inflation https://t.co/hfap5VLIci

over 2 years ago

#NetLiquidity and U.S. Inflation Rate YoY Measuring time between NL peaks and IR peaks. 2nd chart: #NL and U.S. Inflation Rate MoM #NL is at a local peak again. Will we see another jump in IR?

dharmatrade's tweet photo. #NetLiquidity and U.S. Inflation Rate YoY

Measuring time between NL peaks and IR peaks.

2nd chart:
#NL and U.S. Inflation Rate MoM

#NL is at a local peak again.
Will we see another jump in IR? https://t.co/4Jqwh0Umqs

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over 2 years ago

$SPX, #NetLiquidity and $USIRYY (inflation rate) Note that $USIRYY appears to be bottoming. You boost liquidity, you get inflation. Sorry, I don't make the rules.

dharmatrade's tweet photo. $SPX, #NetLiquidity and $USIRYY (inflation rate)

Note that $USIRYY appears to be bottoming.

You boost liquidity, you get inflation.

Sorry, I don't make the rules. https://t.co/9kYRkgSVWX

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over 2 years ago

🚨#NetLiquidity yesterday was the highest it's been since April 2022. Thread on NL being a leading indicator for inflation: https://t.co/hfap5VLIci Chart: https://t.co/CqfCFm4Gqv

dharmatrade's tweet photo. 🚨#NetLiquidity yesterday was the highest it's been since April 2022.

Thread on NL being a leading indicator for inflation:
https://t.co/hfap5VLIci

Chart:
https://t.co/CqfCFm4Gqv https://t.co/htFqTrTT2l

over 2 years ago

#NetLiquidity and U.S. Inflation Rate YoY Measuring time between NL peaks and IR peaks. 2nd chart: #NL and U.S. Inflation Rate MoM #NL is at a local peak again. Will we see another jump in IR?

dharmatrade's tweet photo. #NetLiquidity and U.S. Inflation Rate YoY

Measuring time between NL peaks and IR peaks.

2nd chart:
#NL and U.S. Inflation Rate MoM

#NL is at a local peak again.
Will we see another jump in IR? https://t.co/4Jqwh0Umqs

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over 2 years ago

@CalebFranzen I've been watching #NetLiquidity as a leading indicator for inflation. https://t.co/CksWcZ9DdJ

over 2 years ago

#NetLiquidity and inflation It's been 49 days from the December NL peak to the inflation datapoint. The times between NL peaks and inflation rate peaks in 2021-2023 were: 77 days 189 days 168 days YoY 3.4->3.1✅ MoM 0.2->0.3❌

dharmatrade's tweet photo. #NetLiquidity and inflation

It's been 49 days from the December NL peak to the inflation datapoint.

The times between NL peaks and inflation rate peaks in 2021-2023 were:

77 days
189 days
168 days

YoY 3.4->3.1✅
MoM 0.2->0.3❌ https://t.co/Ej2AQsn9rG

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over 2 years ago

Critique of #NetLiquidity by @rpgoyal_ https://t.co/VeK6CbULqu

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over 2 years ago

#NetLiquidity and inflation It's been 49 days from the December NL peak to the inflation datapoint. The times between NL peaks and inflation rate peaks in 2021-2023 were: 77 days 189 days 168 days YoY 3.4->3.1✅ MoM 0.2->0.3❌

dharmatrade's tweet photo. #NetLiquidity and inflation

It's been 49 days from the December NL peak to the inflation datapoint.

The times between NL peaks and inflation rate peaks in 2021-2023 were:

77 days
189 days
168 days

YoY 3.4->3.1✅
MoM 0.2->0.3❌ https://t.co/Ej2AQsn9rG

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over 2 years ago

Thread for criticisms of the #NetLiquidity model.

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over 2 years ago

@crossbordercap @JackFarley96 #NetLiquidity spikes before inflation https://t.co/HzwGLkJMPc

over 2 years ago

We had another #NetLiquidity peak in December shown below. The times between NL peaks and inflation rate peaks in 2021-2023 were: 77 days 189 days 168 days We just had another #NetLiquidity peak in December. It's only been 32 days since that NL peak.

dharmatrade's tweet photo. We had another #NetLiquidity peak in December shown below.

The times between NL peaks and inflation rate peaks in 2021-2023 were:

77 days
189 days
168 days

We just had another #NetLiquidity peak in December.
It's only been 32 days since that NL peak. https://t.co/hijtxbogQD

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over 2 years ago

@JackFarley96 @crossbordercap #NetLiquidity was the highest it's been since April 2022 this week. Those shorting the market have actually been shorting liquidity. https://t.co/xoHnY3HjOh

over 2 years ago

#NetLiquidity is once again the highest it's been since April 2022. High+1: 4999 High: 4638 https://t.co/rarU3HrDim

dharmatrade's tweet photo. #NetLiquidity is once again the highest it's been since April 2022.

High+1: 4999
High: 4638

https://t.co/rarU3HrDim https://t.co/29vIKyS3Aw

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