Geopolitics Alpha

Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends

Published . Updated .

Treasury yields eased from multi-decade highs and oil slipped on reports of a phased U.S.-Iran deal, with roughly $14 billion in bitcoin options set to expire on Deribit on Friday.

Directly affected

  • MSTR Strategy

    Named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • USO United States Oil Fund

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with Iran supply risk

  • IBIT iShares Bitcoin Trust

    This price moves with the crypto market

  • COIN Coinbase

    The crypto exchange moves with trading volumes

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MSTR———————
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
IBIT———————
COIN———————
TLT———————
DAL———————

United States Oil Fund (USO) since this story, compared with the market

Since the first closing price after “Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends,” United States Oil Fund (USO) is +7.21%. The S&P 500 fund (SPY) is +0.15% over the same days, a +7.06% difference versus the market. energy stocks (XLE) is +9.14%, a -1.94% 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).

United States Oil Fund (USO) on one side of this energy story

Companies carried with this story

  • USO United States Oil Fund

    In “Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends,” 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

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 25 Sep 2026 story “Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends.” 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

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence in the 25 Sep 2026 story “Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends.” 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 25 Sep 2026 story “Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • AEIS Advanced Energy Industries

    For “Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends,” 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

  • AMPY Amplify Energy

    Amplify Energy (AMPY) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends.” Reason on file: GA selected AMPY 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

  • ATO Atmos Energy

    Atmos Energy (ATO) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends.” Reason on file: GA selected ATO 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

  • BE Bloom Energy

    Bloom Energy (BE) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends.” Reason on file: GA selected BE 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)

“Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends” (25 Sep 2026) reaches United States Oil Fund (USO) through Energy.

United States Oil Fund (USO) is on the page because Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

United States Brent Oil Fund (BNO) is here too. Its reason reads: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

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.

The energy score for United States Oil Fund (USO)

100 out of 100

“Live updates: Bitcoin reverses early gains; Saylor's Strategy moves toward daily dividends” scores 100 out of 100. The score uses 10 linked companies.