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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)
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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.
News

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.
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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.
News

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)

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)

The altii BTC report 2025-10-03

Bit­coin EUR: ET­Fs keep ab­sorb­ing sup­ply post-halv­ing, fees stable, and gold near re­cords. Our 12-­month mod­el points to €141k us­ing a share-of-gold cross-checked by net­work mul­tiples. Key risks are ETF out­flows, MiCA en­force­ment, and en­ergy scru­tiny.

The altii BTC report 2025-09-28

BTC_EUR ini­ti­ation: 12-­month TP €120k vs ~€93.6k spot. Thes­is: post-halv­ing sup­ply com­pres­sion plus per­sist­ent ETF de­mand and im­prov­ing EU reg­u­lat­ory clar­ity. Risks: ETF out­flows, EUR/USD moves, EU MiCA im­ple­ment­a­tion, miner eco­nom­ics.

The altii BTC report 2025-09-22

BTC_EUR ini­ti­ation. Base case €125k 12-mo tar­get. Thes­is: ETF de­mand out­paces new sup­ply, hashrate and reg­u­la­tion sup­port ad­op­tion, on-­chain valu­ation mid-­cycle. Key risks: ETF out­flows, miner stress, reg­u­la­tion, macro.

The altii BTC report 2025-09-21

Ini­ti­ate cov­er­age on BTC_EUR with a €130k 12-­month tar­get. Thes­is leans on ETF de­mand, re­duced post-halv­ing sup­ply, strong se­cur­ity, and non-stretched on-­chain valu­ation. Key risks in­clude ETF flow re­versals, macro shocks, and miner stress.

The altii BTC report 2025-09-20

Bit­coin in EUR: ini­ti­ate at Buy, 12-m tar­get €125k. Thes­is rests on steady ETF in­flows, con­strained net is­su­ance, and im­proved EU clar­ity un­der MiCA. Valu­ation via MVRV cross-checked by fee met­rics and miner cost floor. Risks: reg­u­la­tion, ETF out­flows, macro.

The altii BTC report 2025-09-16

Ini­ti­ate cov­er­age on BTC_EUR with a €125k 12-­month tar­get. Thes­is rests on strong ETF de­mand, re­cord real­ized cap, and im­proved EU clar­ity un­der MiCA. Primary valu­ation uses MVRV with real­ized cap growth; cross-checks via on-­chain activ­ity and is­su­ance math.

The altii BTC report 2025-09-15

Ini­ti­ate cov­er­age on BTC_EUR with a €125k 12-­month tar­get. Thes­is rests on strong ETF de­mand, re­cord real­ized cap, and im­proved EU clar­ity un­der MiCA. Primary valu­ation uses MVRV with real­ized cap growth; cross-checks via on-­chain activ­ity and is­su­ance math.

The altii BTC report 2025-09-14

BTC_EUR cov­er­age launched. Base 12M tar­get €127k from a gold-share mod­el. Thes­is: sus­tained ETF ad­op­tion, halv­ing-driv­en scarcity, im­prov­ing en­ergy mix, and sup­port­ive macro. Key risks: ETF out­flows, MiCA en­force­ment fric­tions, USD re­bound, and en­ergy policy.
Latest

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)

The altii BTC report 2025-10-03

Bit­coin EUR: ET­Fs keep ab­sorb­ing sup­ply post-halv­ing, fees stable, and gold near re­cords. Our 12-­month mod­el points to €141k us­ing a share-of-gold cross-checked by net­work mul­tiples. Key risks are ETF out­flows, MiCA en­force­ment, and en­ergy scru­tiny.

The altii BTC report 2025-09-28

BTC_EUR ini­ti­ation: 12-­month TP €120k vs ~€93.6k spot. Thes­is: post-halv­ing sup­ply com­pres­sion plus per­sist­ent ETF de­mand and im­prov­ing EU reg­u­lat­ory clar­ity. Risks: ETF out­flows, EUR/USD moves, EU MiCA im­ple­ment­a­tion, miner eco­nom­ics.

The altii BTC report 2025-09-22

BTC_EUR ini­ti­ation. Base case €125k 12-mo tar­get. Thes­is: ETF de­mand out­paces new sup­ply, hashrate and reg­u­la­tion sup­port ad­op­tion, on-­chain valu­ation mid-­cycle. Key risks: ETF out­flows, miner stress, reg­u­la­tion, macro.

The altii BTC report 2025-09-21

Ini­ti­ate cov­er­age on BTC_EUR with a €130k 12-­month tar­get. Thes­is leans on ETF de­mand, re­duced post-halv­ing sup­ply, strong se­cur­ity, and non-stretched on-­chain valu­ation. Key risks in­clude ETF flow re­versals, macro shocks, and miner stress.

The altii BTC report 2025-09-20

Bit­coin in EUR: ini­ti­ate at Buy, 12-m tar­get €125k. Thes­is rests on steady ETF in­flows, con­strained net is­su­ance, and im­proved EU clar­ity un­der MiCA. Valu­ation via MVRV cross-checked by fee met­rics and miner cost floor. Risks: reg­u­la­tion, ETF out­flows, macro.

The altii BTC report 2025-09-16

Ini­ti­ate cov­er­age on BTC_EUR with a €125k 12-­month tar­get. Thes­is rests on strong ETF de­mand, re­cord real­ized cap, and im­proved EU clar­ity un­der MiCA. Primary valu­ation uses MVRV with real­ized cap growth; cross-checks via on-­chain activ­ity and is­su­ance math.

The altii BTC report 2025-09-15

Ini­ti­ate cov­er­age on BTC_EUR with a €125k 12-­month tar­get. Thes­is rests on strong ETF de­mand, re­cord real­ized cap, and im­proved EU clar­ity un­der MiCA. Primary valu­ation uses MVRV with real­ized cap growth; cross-checks via on-­chain activ­ity and is­su­ance math.

The altii BTC report 2025-09-14

BTC_EUR cov­er­age launched. Base 12M tar­get €127k from a gold-share mod­el. Thes­is: sus­tained ETF ad­op­tion, halv­ing-driv­en scarcity, im­prov­ing en­ergy mix, and sup­port­ive macro. Key risks: ETF out­flows, MiCA en­force­ment fric­tions, USD re­bound, and en­ergy policy.

The altii BTC report 2025-09-12

BTC_EUR ini­ti­ation: €130k 12-­month tar­get, +32% im­plied. Thes­is rests on per­sist­ent US ETF in­flows, gold-driv­en store-of-­value de­mand, and EU MiCA clar­ity. Valu­ation anchored to gold TAM share rising from ~9% to 12%, cross-checked vs net­work met­rics.

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