Geopolitics Alpha

Live updates: Bitcoin slips alongside continued gains in interest rates and oil

Published . Updated .

An early rally attempt failed as yields quickly reversed from lower to higher.

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

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • 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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
IBIT———————
COIN———————
MSTR———————
MARA———————
TLT———————
IEF———————
XOM———————
CVX———————
RIOT———————
HOOD———————

The price since 24 Sep 2026: United States Oil Fund (USO) versus the S&P 500

Since the first closing price after “Live updates: Bitcoin slips alongside continued gains in interest rates and oil,” United States Oil Fund (USO) is +8.40%. The S&P 500 fund (SPY) is -0.62% over the same days, a +9.02% difference versus the market. energy stocks (XLE) is +9.28%, a -0.88% 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).

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

Companies mentioned with this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 24 Sep 2026 story “Live updates: Bitcoin slips alongside continued gains in interest rates and oil.” 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 24 Sep 2026 story “Live updates: Bitcoin slips alongside continued gains in interest rates and oil.” 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 “Live updates: Bitcoin slips alongside continued gains in interest rates and oil,” 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

    For “Live updates: Bitcoin slips alongside continued gains in interest rates and oil,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) 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

  • AEIS Advanced Energy Industries

    For “Live updates: Bitcoin slips alongside continued gains in interest rates and oil,” 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

    For “Live updates: Bitcoin slips alongside continued gains in interest rates and oil,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. 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

    In “Live updates: Bitcoin slips alongside continued gains in interest rates and oil,” Atmos Energy (ATO) is linked, with no stored direction, medium confidence. 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

    In “Live updates: Bitcoin slips alongside continued gains in interest rates and oil,” Bloom Energy (BE) is linked, with no stored direction, medium confidence. 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)

The 24 Sep 2026 story “Live updates: Bitcoin slips alongside continued gains in interest rates and oil” names United States Oil Fund (USO) because of Energy.

The link for United States Oil Fund (USO) is this: 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.

How solid the energy case looks

100 out of 100

“Live updates: Bitcoin slips alongside continued gains in interest rates and oil” scores 100 out of 100. The score uses 10 linked companies.