Tresy
Logo
Archive
About
Subscribe

Current Issue

Wednesday Brief - February 11, 2026

Feb 11, 2026

•

5 min read

Wednesday Brief - February 11, 2026

The market spent this week debating whether the Fed is done tightening. The Fed's own balance sheet says it never really started.

Tresy

Letters on money, markets, and sovereignty.

Weekly intelligence on Real World Assets and tokenization for investors who want signal over noise.

Every Sunday. No spam. Unsubscribe anytime.

Sunday. 8 AM.

One analysis. No filler.

2,500 words.

Data. Context. No hot takes.

No bs.

No ads. No shilling. No noise.


Latest Letters

Wednesday Brief - February 11, 2026

Feb 11, 2026

•

5 min read

Wednesday Brief - February 11, 2026

The market spent this week debating whether the Fed is done tightening. The Fed's own balance sheet says it never really started.

The Custody Ghost: Why Prime Trust's $82M Lesson Will Be Ignored

Feb 8, 2026

•

8 min read

The Custody Ghost: Why Prime Trust's $82M Lesson Will Be Ignored

When the plumbing fails, nobody asks who controls the pipes.

The $2.9 Billion Settlement Layer

Feb 4, 2026

•

6 min read

The $2.9 Billion Settlement Layer

$2.9 billion. Forty-five percent of every tokenized Treasury on every public blockchain. One fund. One manager. One counterparty.BlackRock's BUIDL isn't a crypto product. It's the plumbing.

"There are decades where nothing happens; and weeks where decades happen,"
-Vladimir Leninre

Every Sunday at 8 AM PT

No spam. Unsubscribe anytime.

Tresy

Letters on money, markets, and sovereignty.


© 2026 Tresy

© 2026 Tresy.
Report abusePrivacy policyTerms of use
beehiivPowered by beehiiv