Geopolitics Alpha

Bitcoin hits $81K as US bond yields rebound on global oil woes

Published . Updated .

Bitcoin price action made swift gains at the start of Friday’s Wall Street trading session as US 30-year bond yields began rising again.

Directly affected

  • No company is 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
IBIT———————
COIN———————
MSTR———————
MARA———————
XOM———————
CVX———————
RIOT———————
HOOD———————
OXY———————
COP———————

Bitcoin price action made swift gains at the start of Friday’s Wall Street trading session as US 30-year bond yields began rising again.

Source: Cointelegraph

The price since 18 Sep 2026: United States Oil Fund (USO) versus the S&P 500

Since the first closing price after “Bitcoin hits $81K as US bond yields rebound on global oil woes,” United States Oil Fund (USO) is +8.51%. The S&P 500 fund (SPY) is -0.89% over the same days, a +9.40% difference versus the market. energy stocks (XLE) is +8.58%, a -0.07% difference versus that group of stocks.

USO
SPY
XLE

United States Oil Fund (USO) filings in this energy story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Companies in energy around United States Oil Fund (USO)

Companies carried with this story

  • USO United States Oil Fund

    For “Bitcoin hits $81K as US bond yields rebound on global oil woes,” 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

  • BNO United States Brent Oil Fund

    For “Bitcoin hits $81K as US bond yields rebound on global oil woes,” United States Brent Oil Fund (BNO) 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

  • XLE Select Sector Spdr Tr

    In “Bitcoin hits $81K as US bond yields rebound on global oil woes,” Select Sector Spdr Tr (XLE) 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

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

    State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 18 Sep 2026 story “Bitcoin hits $81K as US bond yields rebound on global oil woes.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • KGEI Kolibri Global Energy

    For “Bitcoin hits $81K as US bond yields rebound on global oil woes,” Kolibri Global Energy (KGEI) is linked, with no stored direction, medium confidence. Reason on file: GA selected KGEI as a RELATED security because its canonical security name directly matches this event's themes: energy, global. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • RNW ReNew Energy Global

    ReNew Energy Global (RNW) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Bitcoin hits $81K as US bond yields rebound on global oil woes.” Reason on file: GA selected RNW as a RELATED security because its canonical security name directly matches this event's themes: energy, global. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • RNWWW Renew Energy Global

    Renew Energy Global (RNWWW) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Bitcoin hits $81K as US bond yields rebound on global oil woes.” Reason on file: GA selected RNWWW as a RELATED security because its canonical security name directly matches this event's themes: energy, global. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AEIS Advanced Energy Industries

    In “Bitcoin hits $81K as US bond yields rebound on global oil woes,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How energy news reaches United States Oil Fund (USO)

The 18 Sep 2026 story “Bitcoin hits $81K as US bond yields rebound on global oil woes” names United States Oil Fund (USO) because of Energy.

For United States Oil Fund (USO), the reason on file says Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Also listed, United States Brent Oil Fund (BNO): Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Dates and price levels for United States Oil Fund (USO)

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.

A simple score for United States Oil Fund (USO)

46 out of 100

“Bitcoin hits $81K as US bond yields rebound on global oil woes” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.