Julie Malone ✞ 🇺🇸 🟧⚡

Regulatory Engineer/Policy Driver/Strategist; Evangelical; $BTC Hodler; Analyst to Gov. Jeb Bush; Former $MSTR; @CarnegieMellon; @RegentU; Psalm 27; No Advice

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

@JennPatriot777 FYI @DonnePetro @lancewallnau

[Eric Daugherty @EricLDaugh]

🚨 HOLY CRAP! There are only 8 LEGISLATIVE DAYS left for the SAVE America Act to pass for the midterms

Sen. Mike Lee is GOING OFF saying Republicans need to work through weekends and recess to GET IT DONE 🔥

- 8 days in the House
- 20 days in the Senate

Before next recess.

LEE: "WE have control over how many legislative days we have left. It need not be that short a period of time. We could choose to work through weekends, through scheduled recesses, and frankly, we should!"

"Especially when something like this comes up, where we see a massive vulnerability in our election security."

"That affects not only potentially the outcome of elections, but also the way in which they're perceived. When we see something like that, and we have a ready, popular, widely accepted, widely supported solution, we need to re-examine our own practices, even our own schedules in order to get it done!"

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

Bullish!

[James E. Thorne @DrJStrategy]

S&P 500 target 14,000

My run‑hot thesis

Yes you’re not bullish enough.

Markets are finally asking the right question: what kind of earnings and multiples can a Trump‑era, AI‑powered “run‑hot” regime actually support, and how does that differ from the post‑GFC world of secular stagnation and permanent caution. The answer looks less like a replay of the 2010s and more like a modernised version of the late 1980s and 1990s, when growth, productivity and valuation rose together.

For those who take the long view, not the day‑trading crowd, the run‑hot thesis is a framework for compounding real earnings and productivity over years, not for trading the next headline.
In this sequel, Trump runs the economy hot, nominal GDP grows near 7 per cent a year and S&P 500 earnings grow at roughly 1.5–2 times that pace, powered by an AI capex super‑cycle, full expensing and a deliberate rebuild of productive capacity. If earnings are around US$400 in 2027, that regime produces roughly US$600–650 by 2031, implying 10.5–14 per cent annual EPS growth.

From there, valuation drives the range of outcomes. In the base case, the market believes the story but stops short of mania: earnings near US$600, forward multiples around 22 times and an S&P 500 in the low‑to‑mid 13,000s. A stronger supply‑side bull case, where investors treat this as a durable productivity reset, stretches to 25 times earnings and 15,000–16,000. A euphoric 1999‑style phase pushes the multiple towards 30 times and the index into the 18,000–19,500 band, with dividend reinvestment lowering the hurdle on a total‑return basis.

The alternative, a world that only delivers 10,000 by 2031, is simply the old regime in disguise: slower nominal GDP, middling earnings and flat multiples. The run‑hot thesis says that anchor is wrong. In an AI‑driven, supply‑side American system, investors either price a genuine repricing of productive capacity, or they mis‑price a decade of higher output before it happens.

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

Ralph Lauren Fall/Winter 2026/27 | Dusty Blue Chic Runway Style https://t.co/nKwObt5xxX via @YouTube Enjoying my Sunday!

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

bitcoin:native

[The Bitcoin Historian @pete_rizzo_]

JUST IN: THE WORLD'S LARGEST EXCHANGE JUST REVEALED 70% OF EUROPEAN USERS ARE TAKING #BITCOIN AND CRYPTO INTO SELF CUSTODY

A MASSIVE ACTIVE PROTEST AGAINST GOVERNMENT OVERREACH IS UNDERWAY

PEOPLE WANT CONTROL OF THEIR OWN MONEY

NOT YOUR KEYS, NOT YOUR COINS

THIS IS MASSIVE 🔥

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

This is a good one to watch over the weekend.

[Market Disruptors @MDisruptors]

PhD Economist: Wall Street Is Reading the Economy Completely Wrong

w/ @DrJStrategy & @1MarkMoss

0:00 - Episode Preview
0:49 - Most Investors Are Using the Wrong Playbook
8:16 - Why the Financial Regime Has Changed
12:59 - Secure Your Bitcoin with Unchained
13:57 - Trump, Bessent & Kevin Warsh's Economic Plan
20:27 - Why Real Investors Beat PhDs
23:45 - Buy Bitcoin and Bank with River
24:28 - Should the Federal Reserve Be Independent?
29:12 - Why Stocks Are Being Repriced Higher
37:32 - Download Rumble Wallet Today
39:01 - Why the Old Financial Playbook Is Dead
41:50 - Why Every Investor Needs a Market Thesis
43:50 - Why Bitcoin Is the Meta Game
48:55 - Get a 2nd Passport with Bitizenship
49:54 - Bitcoin's Role in the New Financial System
57:37 - Jamie Dimon vs Stablecoins
1:02:47 - Is AI Taking Capital Away From Bitcoin?
1:12:03 - Where to Follow James Thorne

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

Young MAGA voters view of America's involvement in the world.

[Marc Thiessen @marcthiessen]

How young MAGA voters view America’s role in the world

From Ukraine to Iran to Taiwan, Trump supporters under 30 favor engagement over isolation.

FREE GIFT LINK: https://t.co/bjSt75CQjn

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

@felixprehn Everyone

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

@heavypulp Love it! This is one of those songs that requires a number of replays. Yes, we need to break out of this crazy matrix. I think that we all long for our history. What dimension are we in today? Bu,t we do have $BTC today.

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

I saw @washingtonmovie on July 4th. GO SEE IT! This is the best movie I have watched on the big screen in a long time. It is inspirational and makes you proud to be an American.

[Young George Washington @washingtonmovie]

Don’t miss your chance to see the #1 Action Movie in America! 🇺🇸
Get your tickets for #YoungWashington now! 🎟️

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

$BTC

[Coin Bureau @coinbureau]

🚨JUST IN: STRIKE LAUNCHES BITCOIN-BACKED LOANS THAT CANNOT BE LIQUIDATED

Jack Mallers' Strike is offering loans against Bitcoin where the collateral is never sold, even if BTC drops 80%, as long as payments stay current.

"You never have to sell your Bitcoin."

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

Crypto SEC Regulatory Agenda.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 SEC released its regulatory agenda for 2026 with a crypto regulation meeting set for this month 👀

"To help clarify the regulatory framework for crypto assets and provide greater certainty to the market" 🚀

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

$BTC

[Altcoin Daily @AltcoinDaily]

BREAKING: $200 Billion VanEck admits to buying the Bitcoin dip "the first time it hit $60k".

"What I've been telling clients is that you wanna have your full position by October."

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

$MSTR

[Josh Man @JoshMandell6]

I’m on board with the firm moving in this direction. When the usual approach to funding dividends is just selling more shares of common stock, opting to sell a small amount of Bitcoin instead essentially behaves like a buyback of the common. $MSTR

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

The communist connection within the democratic party on the move in #USA. Fight it all the way.

[Mike Steger @stegerMG]

A radical Islam-communist cult is taking over American cities. Ignore it at your peril. To shut it down, arm yourself with America’s secret weapon.

YouTube: https://t.co/MyfYJDrWOn

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

The definition of a "state" matters depending upon the audience. It certainly matters in terms U.S. law and territory. @realDonaldTrump @SecRubio @JDVance @TheLeoTerrell

[Dan Burmawi @DanBurmawy]

One day, teachers may use this video to teach students about the mistake that brought down Western civilization. I hope that day never comes.

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

Gov. Shapiro has missed opportunities, unlike Fetterman, to right the ship with demands of the Democratic Socialist takeover. In a recent interview he said that he is opened to conversation on that radical side. He wants to pack the court and won't enforce immigration law.

[Jonathan Turley @JonathanTurley]

Josh Shapiro could have offered a moderate voice in the upcoming elections, resisting the rising radical movement in his party. Instead, he proved to be just another politician thinking of the next election rather than the next generation. https://t.co/LofPk6KlNy

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

Democratic Socialism is Marxism. Here is Marco Rubio back in 2020.

[Chief Nerd @TheChiefNerd]

🚨 Marco Rubio Predicted the Rise of ‘Democratic Socialism’ Back in 2020

“At the core of democratic socialism is Marxism. And at the core of Marxism is this fake offer that if you turn over more of your individual freedom, we're going to provide you security … and you don't get it back just because the security they promised you didn't happen. That's what we're on the verge of having to decide here in this country.”

[Julie Malone ✞ 🇺🇸 🟧⚡ @JulieAMalone]

$BTC

[Bull Theory @BullTheoryio]

BREAKING: Bitcoin reclaims $64,000 after the White House confirms the U.S. strategic Bitcoin reserve, and Trump says he is a "Big Fan of Crypto."

$360 million in short positions were liquidated today.