Tehran was struck by its most intense bombardment yet Friday night. A US F-15 was shot down over Iran — one crew member rescued, search ongoing for the second.

Trump threatened to reopen the Strait of Hormuz and "take the oil." Iran warned it will strike US and Israeli energy infrastructure if attacks escalate. Internet blackout in Iran now 35 days, connectivity at 1%.

For markets: Downed US jet + Trump's oil threat = ground invasion risk is very real. Bitcoin and risk assets facing a potentially brutal Monday open#IrsnNewSupremeLeadr #ira #IranIsraelConflict #IranAttackIsrael