Category
Foundational explainers: what each indicator measures, how it is constructed, where it misleads, and how to read it without over-fitting to a single asset.
What bank reserves are, why there is no fixed dollar threshold for "enough", which indicators actually tell you scarcity is arriving, and why DLI keeps the reserve level out of the score while showing it on the page.
A practical daily routine for crypto investors who want to stay macro-aware without becoming macro-obsessed. Seven indicators that capture the full liquidity picture, when each one matters most, and how to read them in under 10 minutes a day.
Most retail investors hold a few cached beliefs about Fed policy that don't survive contact with the data. Here are four of the biggest, with what the historical record actually shows for each.
By the time CNBC says "Fed pivot," the move is already priced in. Here are five plumbing-level liquidity signals that historically lead the announcement by 4-12 weeks — and where to find each on DollarLiquidity.com.
Everything you need to know about the Treasury General Account — how it works, why TGA drawdowns inject liquidity, how rebuilds drain it, historical swings during debt ceiling crises, and how to use TGA data for investment decisions.
Why a rate hike is not the same thing as quantitative tightening, even though both look like "the Fed getting tighter". A practical guide to the difference for stock and crypto investors, with the 2022 case study and what it means in 2026.
Understanding M2 velocity (GDP/M2) — why it collapsed post-2008 and post-COVID, how high M2 with low velocity creates trapped liquidity, recovery signals, and implications for 2026.
A step-by-step guide to reading the Federal Reserve balance sheet (WALCL) — what its components are, what expansion and contraction mean for markets, and how to use it as an investment signal.
A guide to the SOFR rate — the backbone of US dollar short-term funding — how it replaced LIBOR, why SOFR spikes signal liquidity stress, and how to interpret it alongside Fed policy and repo market dynamics.
A comprehensive guide to the net liquidity formula used by macro analysts worldwide — how it works, why each component matters, and how it has predicted every major market turning point since 2020.
A plain-language guide to Quantitative Tightening — how the Federal Reserve shrinks its balance sheet, the mechanics of QT, its historical track record (2017-2019 and 2022-present), and how investors can track its market impact in real time.
A step-by-step guide for retail investors on how to interpret dollar liquidity indicators, understand score signals, and integrate them into your investment workflow.