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The altii BTC report 2025-09-08

BTC_EUR ini­ti­ated at Buy, TP €115k. Thes­is: ETF dis­tri­bu­tion fly­wheel, EU MiCA clar­ity, and re­cord hashrate sup­port ex­pan­sion­ary valu­ation. Base mod­el uses MVRV on real­ized cap with fee-­based activ­ity crosschecks. Risks: ETF out­flows, fee weak­ness, reg­u­la­tion.
News

The altii BTC report 2025-09-04

BTC_EUR ini­ti­ation: Base case sees BTC’s share of gold rising to 13.5 per­cent in 12 months, im­ply­ing €139.6k per BTC. Drivers in­clude ETF plumb­ing, post-halv­ing sup­ply, and EU MiCA clar­ity. Key risks are ETF out­flows, reg­u­la­tion, min­ing eco­nom­ics, and ESG de­bate.
News

The altii BTC report 2025-09-03

Ini­ti­ation on BTC_EUR with a 12-­month EUR tar­get based on ETF flows, post-halv­ing sup­ply and a gold-share cross-check. In­cludes comps, on-­chain met­rics, and scen­ario ana­lys­is with ex­pli­cit cal­cu­la­tions and cited sources. No in­vest­ment ad­vice.
News

The altii BTC report 2025-09-02

Ini­ti­ation on Bit­coin in EUR with a €115k 12-­month tar­get. Thes­is rests on post-halv­ing sup­ply com­pres­sion, ~$140B ETF AUM, and rising real­ized cap. BTC trades at a premi­um to activ­ity met­rics. Rat­ing: Buy. Not in­vest­ment ad­vice.
News

The altii BTC report 2025-09-01

Bit­coin in EUR: strong ETF de­mand, post-halv­ing sup­ply, and im­prov­ing EU clar­ity frame a con­struct­ive 12-­month setup. Our MVRV-­based mod­el im­plies up­side versus today’s price, with flows, FX, and min­ing eco­nom­ics the key swing factors.

The altii BTC report 2025-09-04

BTC_EUR ini­ti­ation: Base case sees BTC’s share of gold rising to 13.5 per­cent in 12 months, im­ply­ing €139.6k per BTC. Drivers in­clude ETF plumb­ing, post-halv­ing sup­ply, and EU MiCA clar­ity. Key risks are ETF out­flows, reg­u­la­tion, min­ing eco­nom­ics, and ESG de­bate.

The altii BTC report 2025-09-03

Ini­ti­ation on BTC_EUR with a 12-­month EUR tar­get based on ETF flows, post-halv­ing sup­ply and a gold-share cross-check. In­cludes comps, on-­chain met­rics, and scen­ario ana­lys­is with ex­pli­cit cal­cu­la­tions and cited sources. No in­vest­ment ad­vice.

The altii BTC report 2025-09-02

Ini­ti­ation on Bit­coin in EUR with a €115k 12-­month tar­get. Thes­is rests on post-halv­ing sup­ply com­pres­sion, ~$140B ETF AUM, and rising real­ized cap. BTC trades at a premi­um to activ­ity met­rics. Rat­ing: Buy. Not in­vest­ment ad­vice.

The altii BTC report 2025-09-01

Bit­coin in EUR: strong ETF de­mand, post-halv­ing sup­ply, and im­prov­ing EU clar­ity frame a con­struct­ive 12-­month setup. Our MVRV-­based mod­el im­plies up­side versus today’s price, with flows, FX, and min­ing eco­nom­ics the key swing factors.

The altii BTC report 2025-08-27

BTC_EUR cov­er­age ini­ti­ated with 12-­month valu­ation built on MVRV and ETF ab­sorp­tion. Real­ized cap >$1T, US ET­Fs hold ~1.29m BTC, and MiCA sup­ports EU dis­tri­bu­tion. Tar­get framed via real­ized cap growth and con­ser­vat­ive mul­tiple; risks in­clude reg­u­la­tion, ETF out­flows, macro.

The altii BTC report 2025-08-25

Ini­ti­ation on BTC_EUR. We set a €122.8k 12-­month tar­get us­ing an MVRV-­based frame­work and EU MiCA tail­winds. Net­work se­cur­ity and in­sti­tu­tion­al rails sup­port the thes­is. Risks in­clude EU im­ple­ment­a­tion, ETF flow volat­il­ity, fee soft­ness, macro and en­ergy policy.

The altii BTC report 2025-08-22

BTC_EUR ini­ti­ation at Buy. Tar­get €120k (+22.9%). Thes­is: ETF in­flows plus MiCA clar­ity, halved sup­ply, strong hashrate. BTC screens cheap­er than ETH on P/F. Key risks: reg­u­la­tion, fee soft­ness, ETF flow re­versals.

The altii BTC report 2025-08-19

BTC_EUR cov­er­age with tar­get €149,700 in 12 months us­ing a gold-share frame­work. Thes­is rests on ETF ad­op­tion, post-halv­ing sup­ply, and EU MiCA clar­ity. Key risks in­clude policy shocks, fee soft­ness, miner stress, and macro li­quid­ity. Sources cited through­out.

The altii BTC report 2025-08-18

BTC_EUR ini­ti­ation: Buy, €128k 12-mo TP. Thes­is rests on post-halv­ing sup­ply com­pres­sion, ET­F/ETP flows, and real­ized cap >$1T. Primary an­chor MVRV re-rat­ing; cross-checks via flows and hashrate. Key risks are macro, reg­u­la­tion, and miner eco­nom­ics.

The altii BTC report 2025-08-16

BTC_EUR ini­ti­ation at Buy, €139k 12-m tar­get. Thes­is: post-halv­ing scarcity, ex­pand­ing reg­u­lated ac­cess, EU MiCA clar­ity. Cross-checked by SoV share vs gold and NVT proxy. Key risks: policy, en­ergy scru­tiny, fee dy­nam­ics.

The altii BTC report 2025-08-15

Ini­ti­ate BTC_EUR at Buy. 12-­month tar­get €120k based on NVT nor­m­al­isa­tion and ET­F-driv­en de­mand, cross-checked with real­ized cap and gold TAM. Key risks: EU rol­lout fric­tions, ETF out­flows, macro shocks. Re­port is in­form­a­tion­al, not in­vest­ment ad­vice.

The altii BTC report 2025-08-14

BTC in EUR be­ne­fits from strong ETF rails, clear EU rules, and fa­vor­able macro. We mod­el flows versus post-halv­ing sup­ply and set a 12-­month base case of €140k. Key risks are ETF out­flows, macro re­versals, and reg­u­lat­ory sur­prises.
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The altii BTC report 2025-09-08

BTC_EUR ini­ti­ated at Buy, TP €115k. Thes­is: ETF dis­tri­bu­tion fly­wheel, EU MiCA clar­ity, and re­cord hashrate sup­port ex­pan­sion­ary valu­ation. Base mod­el uses MVRV on real­ized cap with fee-­based activ­ity crosschecks. Risks: ETF out­flows, fee weak­ness, reg­u­la­tion.

The altii BTC report 2025-09-04

BTC_EUR ini­ti­ation: Base case sees BTC’s share of gold rising to 13.5 per­cent in 12 months, im­ply­ing €139.6k per BTC. Drivers in­clude ETF plumb­ing, post-halv­ing sup­ply, and EU MiCA clar­ity. Key risks are ETF out­flows, reg­u­la­tion, min­ing eco­nom­ics, and ESG de­bate.

The altii BTC report 2025-09-03

Ini­ti­ation on BTC_EUR with a 12-­month EUR tar­get based on ETF flows, post-halv­ing sup­ply and a gold-share cross-check. In­cludes comps, on-­chain met­rics, and scen­ario ana­lys­is with ex­pli­cit cal­cu­la­tions and cited sources. No in­vest­ment ad­vice.

The altii BTC report 2025-09-02

Ini­ti­ation on Bit­coin in EUR with a €115k 12-­month tar­get. Thes­is rests on post-halv­ing sup­ply com­pres­sion, ~$140B ETF AUM, and rising real­ized cap. BTC trades at a premi­um to activ­ity met­rics. Rat­ing: Buy. Not in­vest­ment ad­vice.

The altii BTC report 2025-09-01

Bit­coin in EUR: strong ETF de­mand, post-halv­ing sup­ply, and im­prov­ing EU clar­ity frame a con­struct­ive 12-­month setup. Our MVRV-­based mod­el im­plies up­side versus today’s price, with flows, FX, and min­ing eco­nom­ics the key swing factors.

The altii BTC report 2025-08-27

BTC_EUR cov­er­age ini­ti­ated with 12-­month valu­ation built on MVRV and ETF ab­sorp­tion. Real­ized cap >$1T, US ET­Fs hold ~1.29m BTC, and MiCA sup­ports EU dis­tri­bu­tion. Tar­get framed via real­ized cap growth and con­ser­vat­ive mul­tiple; risks in­clude reg­u­la­tion, ETF out­flows, macro.

The altii BTC report 2025-08-25

Ini­ti­ation on BTC_EUR. We set a €122.8k 12-­month tar­get us­ing an MVRV-­based frame­work and EU MiCA tail­winds. Net­work se­cur­ity and in­sti­tu­tion­al rails sup­port the thes­is. Risks in­clude EU im­ple­ment­a­tion, ETF flow volat­il­ity, fee soft­ness, macro and en­ergy policy.

The altii BTC report 2025-08-22

BTC_EUR ini­ti­ation at Buy. Tar­get €120k (+22.9%). Thes­is: ETF in­flows plus MiCA clar­ity, halved sup­ply, strong hashrate. BTC screens cheap­er than ETH on P/F. Key risks: reg­u­la­tion, fee soft­ness, ETF flow re­versals.

The altii BTC report 2025-08-19

BTC_EUR cov­er­age with tar­get €149,700 in 12 months us­ing a gold-share frame­work. Thes­is rests on ETF ad­op­tion, post-halv­ing sup­ply, and EU MiCA clar­ity. Key risks in­clude policy shocks, fee soft­ness, miner stress, and macro li­quid­ity. Sources cited through­out.

The altii BTC report 2025-08-18

BTC_EUR ini­ti­ation: Buy, €128k 12-mo TP. Thes­is rests on post-halv­ing sup­ply com­pres­sion, ET­F/ETP flows, and real­ized cap >$1T. Primary an­chor MVRV re-rat­ing; cross-checks via flows and hashrate. Key risks are macro, reg­u­la­tion, and miner eco­nom­ics.

The altii BTC report 2025-08-16

BTC_EUR ini­ti­ation at Buy, €139k 12-m tar­get. Thes­is: post-halv­ing scarcity, ex­pand­ing reg­u­lated ac­cess, EU MiCA clar­ity. Cross-checked by SoV share vs gold and NVT proxy. Key risks: policy, en­ergy scru­tiny, fee dy­nam­ics.

The altii BTC report 2025-08-15

Ini­ti­ate BTC_EUR at Buy. 12-­month tar­get €120k based on NVT nor­m­al­isa­tion and ET­F-driv­en de­mand, cross-checked with real­ized cap and gold TAM. Key risks: EU rol­lout fric­tions, ETF out­flows, macro shocks. Re­port is in­form­a­tion­al, not in­vest­ment ad­vice.

The altii BTC report 2025-08-14

BTC in EUR be­ne­fits from strong ETF rails, clear EU rules, and fa­vor­able macro. We mod­el flows versus post-halv­ing sup­ply and set a 12-­month base case of €140k. Key risks are ETF out­flows, macro re­versals, and reg­u­lat­ory sur­prises.

The altii BTC report 2025-08-13

Ini­ti­ate BTC_EUR with €125k 12-mo tar­get and Buy rat­ing. Thes­is: post-halv­ing scarcity, on­go­ing ETF in­flows, and clear­er EU rules. Key risks: ETF out­flows, reg­u­la­tion, macro. Data sourced through Aug 13, 2025. (Farside, In­vesto­pe­dia, ESMA)

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