Digital Asset News hosts Rob and Jerry discuss Bitcoin price prediction tracking and market context
Rob from Digital Asset News and Jerry from Costa Rica discuss a new community price prediction website, Bitcoin's comparison to gold's ETF history, quantum computing developments, and the BIP 110 debate.
Summary
Rob introduces a new website called Price Profits, built with the help of Claude AI, designed to track and archive Bitcoin price predictions made by public figures and community members alike — with the goal of identifying who actually gets it right over time. He replays a clip from November 19th, 2025, when Bitcoin was around $94,000, to establish a baseline for evaluating those predictions. Rob and Jerry also discuss Bitcoin's trajectory in the context of gold's post-ETF history, noting that gold experienced a decade-long stagnation after its 2004 ETF launch before eventually rallying — and drawing parallels to Bitcoin's current position. Additional topics include a quantum cryptography breakthrough from Project 11, the BIP 110 debate over Bitcoin's base layer, and a brief Q&A covering Tesla, SpaceX, Iran's Bitcoin mining, and US seized wallet reserves.
Key Takeaways
FULL TRANSCRIPT
Introduction and the Price Profits Website
Rob: Hello everybody. I think it's time that we really start to talk about price predictions, what's going on in the background, and just the outrageousness of it. I personally believe that the people watching this video, and a whole host of people, can actually beat the pros and the gurus across all these different price predictions. We'll see how it goes, and we'll talk about the website that actually does that.
Before we get into it — Jerry from Costa Rica, how you doing today, buddy?
Jerry: I'm having a great day, Rob. I hope everybody else is too. The weather is incredible. The view out my window is so spiritually uplifting — this is perfect. We're doing a podcast, we're going to share, we're going to interact, and I get to look out at paradise. It's a great day.
Rob: It's a great day. Yeah, here in Texas right now it's a nice balmy 76 degrees. Beautiful outside, a little overcast. You really can't beat it. Health is wealth. And I've got to tell you, if you're stressing out too much, I don't think you really should — and we'll talk about why.
But before we get into price predictions and the things I've added that will allow every single person to put in their own price prediction, I just wanted to go over this video. This was — when the heck was this? November 19th, 2025. When we talked about this, there were two things. First, I wish I would have done better driving this point home. And the second thing was — why didn't anybody tell me I needed a haircut? Look at that head. Enormous. Looks like an anorexic Johnny Bravo or something.
So I'm going to play the first minute and a half of this, and then we're going to start to talk about Price Profits and how the individual person is going to be able to put in their own price prediction.
Clip from November 19th, 2025
Rob: Hello everybody. Welcome to the Wednesday live stream, and I have to tell you what an awful day it is. The sentiment is probably the lowest I've ever seen it — and that is with FTX, Voyager, Celsius, BlockFi, and everything collapsing around us, where we have massive depreciation of valuation of markets all across the board. It just seems like today is one of those days where everything comes to a crux, and if you have to say it, it's all over.
So it was a good time. I'm not here to give anybody hope or do anything that is outside the ordinary. It's looking pretty bad, and that's pretty much how it is. So I'm just going to ask you — if you're here to complain, that's fine. We'll have the Q&A section later and I'll listen to all those complaints. But just remember that for this time, it'll probably get much worse than what it is right now. And you have to make that decision for yourself.
We've been talking about this the last couple of weeks — do you need to sell and get out? Because I think a good amount of you do, because you're over your skis. Especially the ones that are here new. The ones that have been here for a long time, two or three cycles or so, maybe not. I can't tell you what to do. I'm not your dad. But I'm just telling you, if you need to sell, I need you to sell and get out now.
I want you to sell. I want you to sell everything. I want you to sell all your Bitcoin. I want you to sell all your altcoins. I don't want you to come back, because the only time this gets better is when everybody just starts selling. And I'm tired of waiting. So what are you waiting for? Sell and get out. I don't want you here.
Reviewing the November 2025 Call
Rob: Yeah, what a jerk. But again, I wish I would have done this weeks ago. This was November 19th, which historically speaking wasn't a bad time. Roughly the price was $94,000. Ethereum was $3,000. XRP was $2.21. BNB was almost a grand. Tron was 29 cents. Cardano was 48 cents, and so on and so forth.
So again, I can't preface it enough — I think I missed some things. I didn't hit the top. I really wish I would have, and we didn't. But it wasn't too bad.
So what I want to do is lift up the ones that are right and expose the ones that are wrong. And because of that, I made this website called Price Profits. Actually, I didn't do it — it was Claude. Claude does everything for me now, pretty much, as far as taxes, and if I happen to go through an audit, finding all the different information, creating websites, breaking down websites, showing me the different ways. What I did was I said, let's just track the quote-unquote gurus who are making these price predictions, because they're somewhat outrageous.
I think Peter Brandt's going to be right — 40 to 60K, September/October 2026. Crypto Rover. Dr. Provit, who I had no idea who this was — Claude pulled it together, and I think he's going to be right too. Peter Schiff, probably not. But then you get the crazies with their price predictions. Bernstein — $150K by end of year 2026. Time's ticking. Samson Mow — $1 million in 2026. So on and so forth.
But this is all great, but a lot of these guys are going to be wrong again. There's a link in the description where I take a look at the top price predictions in 2021 and 2025, and everybody was wrong. I think the majority — this is where things should go — which is Pros vs. Joes, as I call it.
The Pros vs. Joes Price Prediction Tool
Rob: Let me see if I can bring this up. So the Pros vs. Joes is where I'm going to allow you — everybody who's watching, everybody who's on Twitter, everybody who can find this website — to just go there and put in your prediction. With the professionals, the gurus, I have to verify everything. But with you, just throw it in there and we'll graph everything. Your name or handle — and you don't even have to leave your name, I don't care. What the price is and by when, and where did you make this call. You can put it on your X account, or on here on the live stream, or you can just leave it blank. I just want to be able to graph this out and see what people's consensus is.
Because if you're here now, you're in the bear market, you're smart enough to realize this is where all the money's made. And if you're smart enough to realize this is where all the money's made, you've probably done a heck of a lot of research. Maybe you're into TA, maybe you're not. But I think you can probably do a pretty darn good job — more so than the gurus — so put it on there and let's graph it.
I don't want to use Kiy. I don't want to use Polymarket, because those sites are manipulated as well — all those people are just trying to move their different predictions so they can make a ton of money. I don't want to deal with that. I want to deal with you.
Then also, we have to think about this — what about if these things get taken down? So the website itself — let's take a look at Arthur Hayes. Arthur Hayes saying $125K. When you click on "see the call," it'll take you to the website where he made that call, and then it links to his X account. But then also over here, the archive — this goes to the Wayback Machine and it takes a snapshot so you can't delete it. So that's for the pros.
Right now there are a lot of good suggestions for the pros, and I need to vet all this stuff out. But these are price predictions moving from January 1st, 2026 forward. There are some people that made some pretty good calls that I had no idea they did — like Blockchain Backer. There's a link to multiple YouTube videos he did and his X account. This is where he called the top and the bottom and so on and so forth. Adam Livingston — $750,000 by July. I'll take a look at that. Michael Retirement. Crypto snuck one in. And then also through James and Invest Answers. And then of course here's mine — end of year $55,000. We'll see if that's correct. I don't think that's going to work out, but we'll see.
So anyhow, let me know what you think about that in the comments section. Jerry, what do you think about all this stuff?
Jerry: Love it. I can't tell you how many experts I've listened to give rational explanations for their predictions. And I was always curious if there was a way to easily get the receipts, right? Because they speak with such confidence and assuredness that they seem to understand the fundamentals they're basing their prediction on — only to never know: were they right or wrong?
Rob: How do you know? Right. It's one of those types of deals. And that little widget, that tool, is a way to do that.
Jerry: I think so. And I want to make something very clear — this isn't a gotcha website. "That person's wrong, that person sucks, this is awful." What it is, is to take a look at who gets it right moving forward. So then you can say, okay, this person made a pretty good call here, and I can extrapolate that and maybe follow them a little more. So anybody, if you follow a particular public figure, put them in there, because I'd like to see who gets it right and who gets it wrong. Because at the end of the day, it really comes down to dollars and cents — who gives us the best information that we possibly can use, and then we can move from there.
Bitcoin vs. Gold: ETF History and Midterm Year Context
Rob: Anyhow, let me know what you think about that everybody. And then just before we get into the Q&A, real quick — I wanted to go over right now how this compares to gold and the ETF. Stick with me on this one.
This is Ted Pillows. He reminds us that the midterm years — 2002, 2006, 2010, 2014, 2018, 2022, and now 2026 — we're in the midterm year. The whole thesis is midterms. This is when usually we don't have a great return on investment in the S&P 500 as well as the crypto market.
What I want to show you is that this affects everything — including gold, the so-called stable store of value. And I own gold. I have no problems with the gold bugs. I don't know why Peter Schiff hates us, but whatever. He just says there's no intrinsic value. I get it. But what I want to show you is that the spot ETF for gold was started — let me check — launched on the New York Stock Exchange November 18th, 2004. Okay, good enough.
So if we take a look here, 2003, 2004 — we just had an ETF for Bitcoin in January 2024, and we did pretty good. But even as well as we did, you can see here with gold how it went up. We went from $426 in '04. In the midterm years in '06, you can see how the price did really well — again, store of value, hedge against inflation, so on and so forth — but it can only do so much in these markets as it starts to take a pullback. So in May, look at that — $719, and then of course a little drop, more of a drop, and then in October 2006, midterm year, it went to $566. It had a marvelous run but there are always these pullbacks.
The reason why I talk about this is just to bring people into a little bit of enlightenment, because I know people say — especially if you're new — "Well, this is it. It's all going to go downhill." Not so much. If we zoom out, going back to 2004, we actually had a nice run even though we had this big pullback, and people were afraid all the way to 2011. So let me do some quick math — 4, 11, 10 — Jerry, seven years, right?
Jerry: Okay.
Rob: So we had seven years — except for this big pullback and the great recession — of just going bonkers. Look at that, the price was $2,000. So unfortunately, after this, we can see gold didn't really hit back to almost $1,900 for like almost a decade. That's a long time.
So I know people will say, "Well, if Bitcoin's a store of value, then why is it going down so much?" Hey — gold, which is the ultimate store of value according to the gold bugs, did the same thing for roughly a decade. If you had bought at the absolute tippy top, these things happen, as I think we've all gone through it. But if we take a look at Bitcoin — January 2024, look at this nice run, and then a little pullback. If we zoom out, we can see it's the same thing. So I just want to bring that to everybody's attention as we think about how Bitcoin compares to gold and whether the store-of-value narrative holds up.
I have no problems doing both. I actually have gold in my Roth IRA. But just as a quick reminder — these things happen. Jerry, that was a lot for me to ramble through. Any thoughts on this one before we get into Q&A?
Jerry: I think there's this underlying current — it's kind of the foundation on which everything you just discussed is built — and that is the value of the dollar. When you make an investment in a stock or a commodity, it doesn't matter if it's an Nvidia share or an ounce of gold, you're doing it in a currency whose value is fluctuating. The currency denomination never changes. A dollar is a dollar. A dollar was a dollar in 1920. A dollar is a dollar today. It's what that dollar can do — its purchasing power, so to speak.
Once you start to get a sense of how people are allocating that dollar, whether it be in a 12% return asset like the S&P versus 3 or 4% like gold, you start getting some frame of reference. But as the value of that currency starts to diminish — and more noticeably over the last ten years, more people have become hip to understanding that dynamic — you are seeing why gold broke that ten-year stagnation period. It's because the world kind of woke up and went, "Wait a second — scarcity does matter. The number of something in a system, when it's related to value, does by itself have a value." Hence Bitcoin, hence gold getting that rally that was well-deserved and probably should have happened much earlier based on the fundamentals of purchasing power versus the dollar. I'm just giving a little undertone context to the rambling you just had, and I hope that makes sense.
Rob: Makes sense to me. I think during that time frame — I can't remember exactly when this was — but wasn't JP Morgan indicted for precious metal spoofing in the markets?
Jerry: A lot of silver. Matter of fact, actual judgments were levied and they paid settlements that were dictated by courts.
Rob: I've got to tell you, that's not bad — and I'm just going to guess it was probably way less than the profits they made. So that's just called the cost of doing business.
Quantum Computing and Post-Quantum Cryptography for Bitcoin
Rob: All right. To finish up, here's some good news as we move into the Q&A session. Coin Bureau had a nice little post. Project 11 built a zero-knowledge proof that lets wallet owners recover quantum-vulnerable coins in 240 milliseconds on a laptop. It only works for wallets created after 2012, so that does not exempt the Satoshi wallets which were pre-2012. But it looks like — from what I'm reading here at project11.com, "Future-proof security leaders in post-quantum cryptography for digital assets" — this is quantum resistance for Bitcoin. That'd be pretty big.
Jerry, thoughts on this one?
Jerry: I will never forget — and I'm sorry I forget the gentleman's name — but he was an executive with Ripple, and it was a relatively well-publicized thing that he had on a wallet a security mechanism that if you got the password wrong a certain number of times, the wallet locked forever and you'd never get in there again. And he had somewhere in the tune of a relatively large amount of Bitcoin that he had gotten in that 2010–2012 period when he was able to hit faucets and mine it from his home computer.
Rob: Right.
Jerry: The tool you just mentioned sounds like it will give him the opportunity to go recover his Bitcoin. How many people lost Bitcoin on a disc or a drive that's in a landfill somewhere?
Rob: Yeah. I'm wondering how much Bitcoin will actually get recovered. That would be a kind of interesting thing. I'm sure somebody will develop some online, some on-chain tool to do the forensic on that. But I think that's kind of cool. If I lost Bitcoin in the past, I would love something like that.
Exactly. This is why I think there's such a race for quantum computing — also because of domination. It's AI and quantum computing. Whoever masters those two first — superpower. So we'll see if we can actually get into there.
BIP 110 and Bitcoin's Base Layer Debate
Rob: And then lastly, before we get into it — this has been quite an interesting discussion about BIP 110. Michael Saylor put out 110 reasons BIP 110 is a bad idea. I happen to disagree with this argument. I think the problem with BIP 110 is all the spam and the large bloated blocks. I think Bitcoin should be as it was made in the white paper — peer-to-peer transactions. If you want to do some other stuff like ordinals and other smart contracts, there's another layer you can do — Layer 2, Layer 3. I don't care what you do. Just keep it off the base layer. Let Bitcoin be what it is, because the more that we bloat it, the bigger it becomes. Then we also have to pay more fees, and people don't want to keep doing that — unless we just throw our hands in the air and go, "Forget it, it's not going to be peer-to-peer, it's just going to be a store of value." So I don't know.
Jerry, have you been following this one?
Jerry: You know what? I haven't. This has gone under my radar. Is there an easy place to go get a dissertation, or should I just consult Grok?
Rob: Consult Grok for sure. You can also take a listen to Bitcoin University — he's always got good stuff. So if you want a different view, I linked Michael Saylor's response in the description of this video. You can also search out Bitcoin University — Matthew Kratter has been really on this one.
Q&A Session
Rob: All right, let's get into some Q&A and we'll go from there. Leisure wants to tell us what he's investing in. Jerry, you got any of this? Tesla.
Jerry: Tesla 100%. Bitcoin 100%. Obviously I own some Solana, MU, Marvel — the other ones I don't. And I'll just quickly end with the reason why I didn't put any money into SpaceX: I am operating under the premise that every share I buy of Tesla will become part of SpaceX when SpaceX buys Tesla. So therefore there's no need.
Rob: Yeah. Well, if you had bought SpaceX when it was $180–$190, you would have been pretty hurting right now. I think it went below its pre-IPO price at $150. I know that for a fact. I think it actually fell below $130. I can't remember exactly, but it's dropping. I think it's going to be a great company. It's just that right now, remember — you have unlocks in August, I think the first or second week. So why wouldn't people dump on you? They want to take some profits. Nothing wrong with that.
Captain Kurt says he thinks the powers that be are squeezing Iran because they use Bitcoin to stay afloat, and that's hurting the market more than it should. Also — wasn't Iran getting away with mining Bitcoin at a massively discounted price because electricity was subsidized, and they were just selling it off?
Jerry: Yes.
Rob: You would think if that was the case — they were selling off that sell pressure — you would think this is actually pretty good. But Bitcoin has been — where are we at today, Jerry? 63, 64?
Jerry: Something like that. And the thing we have to remember is that the predictable new flow of Bitcoin — in other words, the Bitcoin that's being mined — is very predictable. We know each block is going to produce X, and there's X amount of blocks per day. So Iran, whether they sell it or not, doesn't matter. It's not having an effect on the price is what I'm trying to say.
Rob: Gotcha. Jade had a question to me specifically about going to Miami in November. I have no plans to do so. But Jade, if you wanted to sponsor me, I'd go on your behalf.
Jerry: There you go. All you need is that little QR code that says, "Hey, scan this right here, give me some Bitcoin, give me one Bitcoin, I'll send you two back." That's what I always do.
Rob: Iran for free. Bison says, "Didn't the US seize wallets? That's where all its Bitcoin reserve comes from." Seized wallets — for all the illegal transactions and scamming that was going on. They just seized those wallets and they were supposed to not sell it. We'll see if that's going to keep happening. I don't know.
Bitcoin at $64,000 — that's pretty good. And unlocks incoming — very true. I'll be on a cruise.
Jerry: Good for you. Enjoy the quality of your life.
Rob: Yeah, just don't eat any lettuce. I think most of the US Bitcoin is from Silk Road, probably. And I think that should do it for today.