Lighthouse Macro

Lighthouse Macro

⚓ Liquidity Transmission Framework

Liquidity Isn’t Gone. It Just Stopped Absorbing Risk.

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Lighthouse Macro
Nov 08, 2025
∙ Paid

Mapping the Transmission from Treasury Markets to Crypto Collateral

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As Lighthouse rolls out its Advisory Offerings, we’re publishing the backbone of our liquidity architecture — a model that tracks how stress flows through the system, from Federal Reserve plumbing to crypto collateral capacity.

This is not a funding crisis.

It’s a transmission regime.

For …

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