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The altii BTC report 2025-11-05

Ini­ti­ate BTC_EUR at Buy with €145k 12-­month tar­get. Thes­is: struc­tur­al ETF de­mand, post-halv­ing scarcity, and clear­er EU rules. Tri­an­gu­late value via NVT and gold-­par­ity cross-checks. Key risks are reg­u­la­tion, en­ergy scru­tiny, ETF out­flows, and on-­chain volat­il­ity.
News

The altii BTC report 2025-11-04

BTC_EUR snap­shot: price €91,030, 12-­month EV-­based tar­get €113,000. Thes­is leans on ETF de­mand, halv­ing-driv­en sup­ply, and im­prov­ing policy clar­ity. Key risks: ETF out­flows, macro shocks, MiCA im­ple­ment­a­tion fric­tions. Sources cited through­out. (CoinGecko)
News

The altii BTC report 2025-11-03

BTC’s post-halv­ing sup­ply de­cline meets rising in­sti­tu­tion­al de­mand via US spot ET­Fs, against im­prov­ing EU reg­u­lat­ory clar­ity. We frame valu­ation with NVT and sup­ply ab­sorp­tion, anchored by strong hashrate, low fees and act­ive de­riv­at­ives.
News

The altii BTC report 2025-10-20

Ini­ti­ation on BTC_EUR at Buy. 12-­month tar­get €125,000 vs €94,356 spot, based on ETF de­mand, post-halv­ing sup­ply at ~0.8%, and a gold share cross-check. Key risks in­clude ETF out­flows, MiCA im­ple­ment­a­tion, and en­ergy policy.
News

The altii BTC report 2025-10-16

BTC_EUR: 12-mo PT €125k on MVRV ap­proach. Up­side ~31 per­cent vs €95k spot. Drivers: $157B US ETF base, post-halv­ing sup­ply, MiCA clar­ity. Risks: macro shocks, ETF out­flows, EU su­per­vi­sion shifts, ESG head­lines. Sources: Coin Met­rics, ECB, CoinGecko.

The altii BTC report 2025-11-04

BTC_EUR snap­shot: price €91,030, 12-­month EV-­based tar­get €113,000. Thes­is leans on ETF de­mand, halv­ing-driv­en sup­ply, and im­prov­ing policy clar­ity. Key risks: ETF out­flows, macro shocks, MiCA im­ple­ment­a­tion fric­tions. Sources cited through­out. (CoinGecko)

The altii BTC report 2025-11-03

BTC’s post-halv­ing sup­ply de­cline meets rising in­sti­tu­tion­al de­mand via US spot ET­Fs, against im­prov­ing EU reg­u­lat­ory clar­ity. We frame valu­ation with NVT and sup­ply ab­sorp­tion, anchored by strong hashrate, low fees and act­ive de­riv­at­ives.

The altii BTC report 2025-10-20

Ini­ti­ation on BTC_EUR at Buy. 12-­month tar­get €125,000 vs €94,356 spot, based on ETF de­mand, post-halv­ing sup­ply at ~0.8%, and a gold share cross-check. Key risks in­clude ETF out­flows, MiCA im­ple­ment­a­tion, and en­ergy policy.

The altii BTC report 2025-10-16

BTC_EUR: 12-mo PT €125k on MVRV ap­proach. Up­side ~31 per­cent vs €95k spot. Drivers: $157B US ETF base, post-halv­ing sup­ply, MiCA clar­ity. Risks: macro shocks, ETF out­flows, EU su­per­vi­sion shifts, ESG head­lines. Sources: Coin Met­rics, ECB, CoinGecko.

The altii BTC report 2025-10-15

BTC_EUR: Tar­get €124k vs €96.2k spot. Thes­is rests on post-halv­ing scarcity, sus­tained ETF in­flows, and re­si­li­ent on-­chain met­rics. Valu­ation via real­ized-­cap mul­tiple with cross-checks. Key risks in­clude ETF out­flows, fee com­pres­sion, and policy shocks.

The altii BTC report 2025-10-14

BTC_EUR ini­ti­ation. 12-­month tar­get €124k vs €98.1k spot, sup­por­ted by ETF de­mand, post-halv­ing scarcity, and macro hedging trends. Base mod­el uses real­ized-­cap mul­tiple. Key risks in­clude policy shifts, li­quid­ity shocks, and mar­ket-­struc­ture stress

The altii BTC report 2025-10-13

BTC in EUR: we ini­ti­ate with a €125k 12-­month tar­get. Thes­is rests on sus­tained ETF de­mand, post-halv­ing scarcity, and rising net­work se­cur­ity. We bench­mark peers, show sup­ply and flow math, and map EU MiCA pro­gress. Not in­vest­ment ad­vice.

The altii BTC report 2025-10-11

BTC_EUR ini­ti­ation. Thes­is: ETF in­flows, stronger se­cur­ity post-halv­ing, and clear­er EU rules sup­port a base-case €120k 12-­month fair value. Key risks in­clude policy shifts, ETF out­flows, miner stress, and en­ergy scru­tiny.

The altii BTC report 2025-10-08

BTC sup­ply growth is 0.82% post-halv­ing; ET­Fs near $165B drive ac­cess; mar­ket cap ~$2.42T. Our 12-­month frame­work an­chors to 12% of gold’s value and mon­it­ors flows, hashrate, and on-­chain activ­ity. Risks: ETF flow re­versals, policy, en­ergy. (CoinGecko)

The altii BTC report 2025-10-07

Ini­ti­ate BTC_EUR with a €130k 12-­month valu­ation based on set­tle­ment-mul­tiple mod­el­ing and in­sti­tu­tion­al in­flows. We present peer com­par­is­ons, a three-year net­work activ­ity mod­el, reg­u­lat­ory con­text, and scen­ario sens­it­iv­it­ies with full sourcing.

The altii BTC report 2025-10-06

Ini­ti­ation on BTC_EUR. We frame a EUR-­based tar­get us­ing NVT and MVRV cross-checks, factor in US spot ETF net in­flows and the 2024 halv­ing’s sup­ply ef­fects, and note MiCA’s EU rol­lout. Base 12-­month tar­get €130k. In­cludes drivers, risks, and data sources.

The altii BTC report 2025-10-05

Ini­ti­ate BTC_EUR at Buy with €145k 12-­month TP. Thes­is: ETF in­flows out­pace is­su­ance, se­cur­ity near highs, macro sup­ports scarcity. Key risks: reg­u­la­tion, fee mar­ket weak­ness, volat­il­ity. Data up­dated through Oct 5, 2025.
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The altii BTC report 2025-11-05

Ini­ti­ate BTC_EUR at Buy with €145k 12-­month tar­get. Thes­is: struc­tur­al ETF de­mand, post-halv­ing scarcity, and clear­er EU rules. Tri­an­gu­late value via NVT and gold-­par­ity cross-checks. Key risks are reg­u­la­tion, en­ergy scru­tiny, ETF out­flows, and on-­chain volat­il­ity.

The altii BTC report 2025-11-04

BTC_EUR snap­shot: price €91,030, 12-­month EV-­based tar­get €113,000. Thes­is leans on ETF de­mand, halv­ing-driv­en sup­ply, and im­prov­ing policy clar­ity. Key risks: ETF out­flows, macro shocks, MiCA im­ple­ment­a­tion fric­tions. Sources cited through­out. (CoinGecko)

The altii BTC report 2025-11-03

BTC’s post-halv­ing sup­ply de­cline meets rising in­sti­tu­tion­al de­mand via US spot ET­Fs, against im­prov­ing EU reg­u­lat­ory clar­ity. We frame valu­ation with NVT and sup­ply ab­sorp­tion, anchored by strong hashrate, low fees and act­ive de­riv­at­ives.

The altii BTC report 2025-10-20

Ini­ti­ation on BTC_EUR at Buy. 12-­month tar­get €125,000 vs €94,356 spot, based on ETF de­mand, post-halv­ing sup­ply at ~0.8%, and a gold share cross-check. Key risks in­clude ETF out­flows, MiCA im­ple­ment­a­tion, and en­ergy policy.

The altii BTC report 2025-10-16

BTC_EUR: 12-mo PT €125k on MVRV ap­proach. Up­side ~31 per­cent vs €95k spot. Drivers: $157B US ETF base, post-halv­ing sup­ply, MiCA clar­ity. Risks: macro shocks, ETF out­flows, EU su­per­vi­sion shifts, ESG head­lines. Sources: Coin Met­rics, ECB, CoinGecko.

The altii BTC report 2025-10-15

BTC_EUR: Tar­get €124k vs €96.2k spot. Thes­is rests on post-halv­ing scarcity, sus­tained ETF in­flows, and re­si­li­ent on-­chain met­rics. Valu­ation via real­ized-­cap mul­tiple with cross-checks. Key risks in­clude ETF out­flows, fee com­pres­sion, and policy shocks.

The altii BTC report 2025-10-14

BTC_EUR ini­ti­ation. 12-­month tar­get €124k vs €98.1k spot, sup­por­ted by ETF de­mand, post-halv­ing scarcity, and macro hedging trends. Base mod­el uses real­ized-­cap mul­tiple. Key risks in­clude policy shifts, li­quid­ity shocks, and mar­ket-­struc­ture stress

The altii BTC report 2025-10-13

BTC in EUR: we ini­ti­ate with a €125k 12-­month tar­get. Thes­is rests on sus­tained ETF de­mand, post-halv­ing scarcity, and rising net­work se­cur­ity. We bench­mark peers, show sup­ply and flow math, and map EU MiCA pro­gress. Not in­vest­ment ad­vice.

The altii BTC report 2025-10-11

BTC_EUR ini­ti­ation. Thes­is: ETF in­flows, stronger se­cur­ity post-halv­ing, and clear­er EU rules sup­port a base-case €120k 12-­month fair value. Key risks in­clude policy shifts, ETF out­flows, miner stress, and en­ergy scru­tiny.

The altii BTC report 2025-10-08

BTC sup­ply growth is 0.82% post-halv­ing; ET­Fs near $165B drive ac­cess; mar­ket cap ~$2.42T. Our 12-­month frame­work an­chors to 12% of gold’s value and mon­it­ors flows, hashrate, and on-­chain activ­ity. Risks: ETF flow re­versals, policy, en­ergy. (CoinGecko)

The altii BTC report 2025-10-07

Ini­ti­ate BTC_EUR with a €130k 12-­month valu­ation based on set­tle­ment-mul­tiple mod­el­ing and in­sti­tu­tion­al in­flows. We present peer com­par­is­ons, a three-year net­work activ­ity mod­el, reg­u­lat­ory con­text, and scen­ario sens­it­iv­it­ies with full sourcing.

The altii BTC report 2025-10-06

Ini­ti­ation on BTC_EUR. We frame a EUR-­based tar­get us­ing NVT and MVRV cross-checks, factor in US spot ETF net in­flows and the 2024 halv­ing’s sup­ply ef­fects, and note MiCA’s EU rol­lout. Base 12-­month tar­get €130k. In­cludes drivers, risks, and data sources.

The altii BTC report 2025-10-05

Ini­ti­ate BTC_EUR at Buy with €145k 12-­month TP. Thes­is: ETF in­flows out­pace is­su­ance, se­cur­ity near highs, macro sup­ports scarcity. Key risks: reg­u­la­tion, fee mar­ket weak­ness, volat­il­ity. Data up­dated through Oct 5, 2025.

The altii BTC report 2025-10-04

BTC_EUR cov­er­age ini­ti­ated with a €135k 12-­month tar­get, anchored on share-of-gold valu­ation and NVT cross-checks, sup­por­ted by ETF flows, eas­ing EU in­fla­tion, and strong on-­chain se­cur­ity met­rics. Sources: CoinGecko, ECB, SoSo­Value, Re­u­ters, YCharts. (CoinGecko)

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