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Net Liquidity

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In plain English

Same Fed net-liquidity identity as on the bitcoin desk, without bitcoin on top: Fed assets minus Treasury’s Fed account minus overnight reverse repo.

Units are billions of dollars. Rising is easier reserves; falling is QT plus drains. Series starts in the modern balance-sheet era (2008).

Math and metrics

FRED WALCL, WTREGEN, RRPONTSYD. Same unit logic as US Net Liquidity on the bitcoin library.

netLiq_t = WALCL_bn − TGA_bn − RRP_bn.