Geopolitics Alpha

Bitcoin climbs to $78,000 as crypto sits out the AI selloff

Published . Updated .

Bitcoin rose 1.9% since midnight UTC while Nasdaq 100 index futures fell 1.65% on calls to slow AI development and crude gained almost 4% on a Saudi pipeline closure.

Directly affected

  • CRCW Crypto

    Named in this report.

  • NDAQ Nasdaq

    Named in this report.

Indirectly affected

  • IBIT iShares Bitcoin Trust

    This price moves with the crypto market

  • COIN Coinbase

    The crypto exchange moves with trading volumes

  • MSTR Strategy

    This company's value is tied to its bitcoin holdings

  • MARA MARA Holdings

    Bitcoin miners move with the bitcoin price

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • RIOT Riot Platforms

    Bitcoin miners move with the bitcoin price

  • HOOD Robinhood

    Retail trading apps move with crypto volumes

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CRCW———————
NDAQ———————
IBIT———————
COIN———————
MSTR———————
MARA———————
XOM———————
CVX———————
RIOT———————
HOOD———————
OXY———————
COP———————

Bitcoin rose 1.9% since midnight UTC while Nasdaq 100 index futures fell 1.65% on calls to slow AI development and crude gained almost 4% on a Saudi pipeline closure.

Source: CoinDesk

The price since 14 Sep 2026: United States Brent Oil Fund (BNO) versus the S&P 500

Since the first closing price after “Bitcoin climbs to $78,000 as crypto sits out the AI selloff,” United States Brent Oil Fund (BNO) is +5.58%. The S&P 500 fund (SPY) is +1.21% over the same days, a +4.37% difference versus the market. energy stocks (XLE) is +2.82%, a +2.76% difference versus that group of stocks.

BNO
SPY
XLE

Who gains and who loses around United States Brent Oil Fund (BNO)

Companies mentioned with this story

  • BNO United States Brent Oil Fund

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 14 Sep 2026 story “Bitcoin climbs to $78,000 as crypto sits out the AI selloff.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • UGA United States Gasoline Fund

    For “Bitcoin climbs to $78,000 as crypto sits out the AI selloff,” United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    In “Bitcoin climbs to $78,000 as crypto sits out the AI selloff,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • VDE Vanguard World Fd

    For “Bitcoin climbs to $78,000 as crypto sits out the AI selloff,” Vanguard World Fd (VDE) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • FENY

    In “Bitcoin climbs to $78,000 as crypto sits out the AI selloff,” FENY is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    For “Bitcoin climbs to $78,000 as crypto sits out the AI selloff,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • IEZ Ishares U.S. Oil Equipment & Services Etf

    Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence in the 14 Sep 2026 story “Bitcoin climbs to $78,000 as crypto sits out the AI selloff.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • USO United States Oil Fund

    In “Bitcoin climbs to $78,000 as crypto sits out the AI selloff,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

How “Bitcoin climbs to $78,000 as crypto sits out the AI selloff” reaches United States Brent Oil Fund (BNO)

On 14 Sep 2026, “Bitcoin climbs to $78,000 as crypto sits out the AI selloff” is the story that connects United States Brent Oil Fund (BNO) to Energy.

What ties United States Brent Oil Fund (BNO) to the headline is this: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

A second company, United States Gasoline Fund (UGA), is listed for a different reason: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Dates in the story, and the United States Brent Oil Fund (BNO) price range

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

How solid “Bitcoin climbs to $78,000 as crypto sits out the AI selloff” looks

46 out of 100

“Bitcoin climbs to $78,000 as crypto sits out the AI selloff” scores 46 out of 100. The score uses 1 sources, and 16 linked companies.