Geopolitics Alpha

Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs

Published . Updated .

The U.S. 10-year Treasury yield is sharply higher again, rising above 5.25% as oil jumps 3%

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

  • RIOT Riot Platforms

    Bitcoin miners move with the bitcoin price

  • HOOD Robinhood

    Retail trading apps move with crypto volumes

  • SHY iShares 1-3 Year Treasury Bond

    Short-term bonds move when the Fed changes rates

  • SPY SPDR S&P 500

    Stocks move when the Fed changes the rate path

Price reaction, T-5 to T+3

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

Price since this story was published: Advanced Energy Industries (AEIS)

Since the first closing price after “Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs,” Advanced Energy Industries (AEIS) is -14.98%. The S&P 500 fund (SPY) is +0.29% over the same days, a -15.27% difference versus the market.

AEIS
SPY

Filings that name Advanced Energy Industries (AEIS) around 28 Sep 2026

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 Advanced Energy Industries (AEIS)

Companies carried with this story

  • AEIS Advanced Energy Industries

    Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs.” 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 back to $83,000 as bond yields surge to new cycle highs,” 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

    Atmos Energy (ATO) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs.” 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

    For “Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs,” 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

  • BTE Baytex Energy

    For “Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs,” Baytex Energy (BTE) is linked, with no stored direction, medium confidence. Reason on file: GA selected BTE 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

  • CLNE Clean Energy Fuels

    Clean Energy Fuels (CLNE) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs.” Reason on file: GA selected CLNE 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

  • TLT Ishares Tr

    In “Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs,” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: Major monetary and inflation developments can transmit across duration, inflation-linked Treasuries, gold, and dollar proxies; no direction is implied by the link itself

  • IEF Ishares Tr

    Ishares Tr (IEF) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs.” Reason on file: Major monetary and inflation developments can transmit across duration, inflation-linked Treasuries, gold, and dollar proxies; no direction is implied by the link itself

Advanced Energy Industries (AEIS)

The 28 Sep 2026 story “Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs” names Advanced Energy Industries (AEIS) because of this story.

Advanced Energy Industries (AEIS) is on the page because 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

Also listed, Amplify Energy (AMPY): 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

Price levels for Advanced Energy Industries (AEIS)

AEIS traded between 235.20 and 309.05 across 20 sessions. The latest close on file is 240.77. AMPY traded between 4.11 and 4.67 across 20 sessions. The latest close on file is 4.53. ATO traded between 154.71 and 167.76 across 20 sessions. The latest close on file is 164.67.

What the saved facts support for Advanced Energy Industries (AEIS)

100 out of 100

“Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs” scores 100 out of 100. The score uses 11 linked companies.