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Brilliant Tzvi Yechezkeli

Why Trump's Pause May have Just Saved the Ayatollah Regime

Iran is still standing and in the Middle East, that's enough to claim victory. Arab affairs analyst Tzvi Yechezkeli argues that Trump's ceasefire offer was a strategic misstep, and that the return to fighting is not a question of if, but when.

Chess pieces made out of US, israeli and Iranian flags
Chess pieces made out of US, israeli and Iranian flags (Photo: Shutterstock / Tomas Ragina)

Veteran Arab affairs commentator and analyst Tzvi Yechezkeli is helping to make sense of what's going on between Iran and America now.

Here's what he says:

Everyone expected a strike in the dead of night. Instead, we got a ceasefire. So, did we win? It is the question on every lip. And the honest answer is: not yet.
To understand what just happened, you have to stop thinking in Western terms and start thinking in the logic of the neighborhood, the Middle East, where the rules of conflict are written differently, and where the optics of who blinked first matter as much as any military result.
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Here is what the Iranians wanted from the beginning: a pause. A moment to breathe. Someone powerful enough to sit across the table from them and negotiate. When a Western power enters a conflict with an Islamic militant entity, Hamas, Hezbollah, Iran, it always comes with two hands extended: one holding a sword, the other holding a deal. There is always an exit ramp. For the other side, there is no such offer on the table. For them, it is war, full stop.
That structural asymmetry is Trump's recurring problem. And this time, Iran grabbed the exit ramp the moment they sensed he was serious about the Strait of Hormuz. That was the line that finally moved them, not the ultimatums, not the conditions, not the rhetoric. The Strait. When they felt the economic pressure becoming existential, they reached for the offer to talk.
In this region, the one who proposes negotiations is seen as weak. Tehran understands this. Washington, still, does not seem to.
And so here we are. The ten conditions? Ignored. The hostages? Not returned. The Strait of Hormuz? Still a bargaining chip. Lebanon? Iran is already trying to drag it into the agreement. This is not compliance, it is maneuvering. It is what Iran does best. They smile at the world, improve their international image, and use every pause to regroup.
Let me be precise about what was achieved, because it matters and should not be dismissed. Israel and the United States broke real barriers of fear. They shattered glass ceilings that many said were impenetrable. The strikes on Iran's capabilities caused genuine strategic damage. These are not small things.
But here is the brutal truth about modern air wars: when you do not take territory, the other side can always declare survival as victory. The Six-Day War ended with maps redrawn. The War of Independence ended with a state. When war is conducted entirely from the air, the enemy's calculus is simple: if I am still here, I won. And the Ayatollah regime is still here. They are executing people in the streets right now, reasserting control, signaling to their population and to the region that they endured.
That survival, in the logic of the Middle East, is not a small thing. It is an insurance policy for the regime's continuation.
What should have happened? The Strait of Hormuz should have been forcibly opened. That single act would have changed the game permanently — not a ceasefire offer, not a two-week window, not an invitation to negotiate. Total surrender.
When you issue an ultimatum with a built-in option to stop and talk, you have not issued an ultimatum. You have issued an invitation.
The war's real goal, and it remains the right goal, is the fall of the Ayatollah regime. Not 400 grams of uranium. Not a diplomatic framework. The regime itself. That goal has not been abandoned, but it has been postponed. And postponement, in this context, is a gift to Tehran.
Meanwhile, Israel must not surrender to international pressure in Lebanon. The same logic applies there: constant pressure, sustained presence, no premature exits. The story of Hamas, Hezbollah, and Iran is the same story, one of grinding, persistent pressure over time.
The moment you ease up, they recover. The moment you offer talks, they take them as a trophy.
This is a pause with a fog of diplomacy , time for Iran to reorganize, and for the West to catch its breath.
It is not an ending. It is an intermission.
The Iranians love negotiations. They are masterful at them: smiling at the cameras while the centrifuges, and the executions, keep spinning. Do not be deceived by the optics of a deal. What is happening now is a test of seriousness, and Iran's opening move in any test is always delay.
So no, this is not a loss. But it is not a victory either. It is a break. And we will return to this fight, whether alone or together with the United States, because the threat from Iran has not ended with a ceasefire announcement. It has simply gone quiet for a while. The return to combat is not a question of if. It is a question of when.
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