Geopolitics Alpha

Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks

Published . Updated .

ZEC led losses among major tokens as Brent pushed toward $108 and traders added to bets on another Fed rate increase ahead of this week's inflation and jobs data.

Directly affected

  • No company is 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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • 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
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
IBIT———————
COIN———————
XOM———————
DAL———————

How far United States Oil Fund (USO) has moved since 28 Sep 2026

Since the first closing price after “Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks,” United States Oil Fund (USO) is +12.17%. The S&P 500 fund (SPY) is +0.29% over the same days, a +11.87% difference versus the market. energy stocks (XLE) is +10.15%, a +2.01% difference versus that group of stocks.

USO
SPY
XLE

Companies in energy around United States Oil Fund (USO)

Companies mentioned with this story

  • USO United States Oil Fund

    In “Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks,” 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 “Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks,” 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

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence in the 28 Sep 2026 story “Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks.” 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 trims losses as oil eases on hopes of U.S. and Iran talks,” 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

  • UGA United States Gasoline Fund

    In “Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • DBA Invesco Db Agriculture Fund

    Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • MOO Vaneck Etf Trust

    Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

How energy news reaches United States Oil Fund (USO)

On 28 Sep 2026, “Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks” is the story that connects United States Oil Fund (USO) to 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 in the story, and the United States Oil Fund (USO) price range

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 trims losses as oil eases on hopes of U.S. and Iran talks” scores 100 out of 100. The score uses 19 linked companies.