Liquidity Llama https://liquidityllama.com/ Quant market research by Julius Stark — regime scores, macro-cycle indicators, backtests and market data. en-gb AI, Quantum and the Market https://liquidityllama.com/reports/ai-quantum-economy.html A $600bn+ capex cycle financed with debt, quantum's first credible milestones, and what the evidence says about AI, jobs and GDP. Thu, 30 Jul 2026 09:00:00 GMT https://liquidityllama.com/reports/ai-quantum-economy.html Bull and Bear Cases — BTC, ETH, ZEC, NEAR, HYPE https://liquidityllama.com/reports/crypto-bull-bear-cases.html Five assets, both sides of each argument, and the specific level or event that would settle it. Thu, 30 Jul 2026 10:00:00 GMT https://liquidityllama.com/reports/crypto-bull-bear-cases.html Silver, Software and Silicon — Is $50 the Line? https://liquidityllama.com/reports/silver-software-hardware.html Silver has halved from its high and data-centre demand is only ~4% of industrial consumption. Plus the hardware-to-software rotation and the 2027 chip supply debate. Thu, 30 Jul 2026 09:30:00 GMT https://liquidityllama.com/reports/silver-software-hardware.html The Equity Tape — Late July 2026 https://liquidityllama.com/reports/equity-tape-july-2026.html QQQ deeply oversold, TLT at 52-week lows, semis 25% off the high — and an honest account of what the regime score got wrong. Thu, 30 Jul 2026 08:30:00 GMT https://liquidityllama.com/reports/equity-tape-july-2026.html Crypto's Deep Drawdown https://liquidityllama.com/reports/crypto-drawdown-july-2026.html Bitcoin 49% off its high, Ethereum 62%. Why the ETH/BTC ratio matters more than either price. Thu, 30 Jul 2026 08:00:00 GMT https://liquidityllama.com/reports/crypto-drawdown-july-2026.html The Monthly Regime Report — July 2026 https://liquidityllama.com/reports/monthly-regime-report.html Composite regime score slips to +6 (still bullish). Labour flips bearish as June payrolls miss; rates ease. Mon, 06 Jul 2026 08:00:00 GMT https://liquidityllama.com/reports/monthly-regime-report.html Why You Can't Copy Someone Else's Trading Bot https://liquidityllama.com/reports/copying-bots.html Survivorship bias, edge decay and the gap between backtest and live execution. Wed, 15 Jul 2026 08:00:00 GMT https://liquidityllama.com/reports/copying-bots.html Housing Cracks First https://liquidityllama.com/reports/housing-cracks-first.html In 2008 the tell wasn't the banks — it was housing. Why building permits are the one chart to watch. Mon, 15 Jun 2026 08:00:00 GMT https://liquidityllama.com/reports/housing-cracks-first.html The ISM PMI Playbook — Buys & Sells https://liquidityllama.com/reports/pmi-playbook.html Reading the ISM Report On Business and turning it into long/short tilts. Fri, 15 May 2026 08:00:00 GMT https://liquidityllama.com/reports/pmi-playbook.html