Alexander LorenzoCoinPicks, CoinPicks · Founder & Chief Investment Officer CoinPicks Capital 👇🏾This strategy made me 8 million dollars

Did the Company Holding $114 Trillion Just Pick Your Next Coin?

14 Jul 2026 · 3 min

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2:47

In this monologue, the speaker frames the current bear market in Bitcoin—its price falling from $126,000 to the low $60,000—as a backdrop for a "picks and shovels" investment thesis. He argues that instead of guessing which coin will rally, investors should watch the infrastructure that major financial institutions are officially integrating. He outlines three concrete assignments: (1) Pyth, whose token (≈$0.04, $300 M market cap) is being used by NASDAQ, the U.S. Congress, Euronext, and the Singapore Exchange to publish market data on‑chain, positioning it as the data‑shovel; (2) Stellar (XLM), selected by the Depository Trust & Clearing Corporation (DTCC)—the settlement backbone for U.S. equities handling $114 trillion—to serve as the public blockchain for tokenized deposits, making it the settlement‑shovel; and (3) Chainlink, also chosen by DTCC as the data and orchestration layer for its tokenized collateral platform, acting as the plumbing‑shovel. The speaker notes concrete timelines (Pyth paid subscriptions start July 31, DTCC pilot live now with full launch in October) and urges immediate action, emphasizing that infrastructure choices are now public and time‑bound. He concludes with a promotional plug for an AI‑driven automated trading tool called Claude Code, offered for $1 via a link in his bio.

Chapters

Bitcoin got cut in half from $126,000 in October to the low 60s today. And while everyone was staring at the red chart, Wall Street quietly told you exactly what coins it's building on. And there's 3 of them. Pay close attention because this is the picks and shovels story of the decade. In every gold rush, most miners go broke and the shovel sellers actually get rich. Crypto is no different. You need to stop guessing. Which coin pumps next. You need to watch the infrastructure giants that they're actually plugging into. That is going to tell you everything. And in the last 60 days, they actually showed their cards 3 different times. They showed their complete hand. The number one is Pyth. On June 30th, NASDAQ joined the Pyth network to publish its market data on-chain for the first time in history. The US Department of Congress already publishes government data there. Euronext and Singapore Exchange as well. Over 135 institutions, the token trades around 4 cents with $300 million market cap. That's the data shovel, okay? Number 2, we know this, Stellar. In May, the DTCC, the company that settles nearly every stock trade in America and holds $114 trillion, picked Stellar as the first public blockchain for its tokenized deposits. XLM jumped to double digits that day and volume spiked over 400%. That's the settlement shovel. And now number 3, Chainlink, the same DTCC that named Chainlink as the data and orchestration layer for its tokenized collateral platform. That's the connective tissue, the plumbing shovel, right? So we have 3 different perspectives, right? Data, settlement, and collateral. 3 jobs every market on earth need done. And the biggest financial institution in the world just publicly assigned each job to a coin that you could buy on your phone. I'm not telling you to buy them today or the fundamentals line up perfectly. I'm just telling you these are assignments that they are on. Everybody in the public can see it. You need to read them. And the calendar is loaded. The DTCC's pilot is live right now and the full launch is in October. Pith flips on paid subscriptions on July 31st. This is not a roadmap anymore. This is a countdown. And countdowns always end. You better take action now. So yes, Bitcoin's chart looks bad, but bear markets are where infrastructure gets picked. And the people watching the infrastructure instead of candles are the ones who are positioned for what comes next. Also, if you guys want to take advantage of Claude Code and AI automated trading, this is exactly what I've been doing myself where I execute trades automatically. It also recommends trades and does all of the research for you. I give it all away for $1. Go to the link in my bio and take advantage.