That would be currently huge iranian victory and i doubt that ziojews would allow it as they have influence over american senate stronger thane orange man. on the other side regarding second part of your analysis show clear downsizes of that "victory", so best option and at the same time harshest and risky one for Iran is to go full nuclear no matter what then maybe those fanatical jews and their goyims would leave Iran alone or at least treat it is enemy on equal basis which would allow Iran proper breathing space.
Yes on the surface and temporary it would be a victory similar to how JCPOA was, but remember iran will give up things for this, their internal industry will suffer and reliance on china will drop.
And if US comes and withdraws again in few years time, then they may lose more than they gained.
Similarly you can argue that if Iran didn't sign the JCPOA in 2015, it would have been better off. Its industry would adapt earlier, it would shift to China alliance quicker, and not lose its nuclear capacity which would have also helped the water and electric issue and allow more exports of natural gas and electricity for important Foreign reserves.
Worst of all is when your country is in limbo mode. Your infrastructure gets developed for trade, then this gets restricted, industries set up for this suffer and new ones gets structured around internal production, and then again few years later when restrictions are lifted internals can't compete with cheaper imports and again they suffer and we are back to the same cycle.
Iran like any country has a threshold, basically when at existential threat and once it reaches that it starts being more aggressive like in 2019, with covert mine attacks on tankers, Aramco attack, US drone downing, the seizing of British tanker etc
Then china saved it with the oil deal and it's self sufficiency is slowly improving.
So fast forward to today, they won't opt for major war as Iran still has enough deterrance and they are just not ready enough or in a position and Iran won't allow them to.
So putting major war aside, USA/Zionists have 2 options I can think of that will actually work.
1) they can either continue degrading via sanctions, alongside internal destabilisation and limited strikes/wars periodically to be meaningful.
2) go back to a JCPOA 2.0 and pull out again in few years, similar to the damage done from first JCPOA and similar to the damage done to Gaddafi
In regards to option 1 Iran is reacting strongly to these wars/limited strikes so this option now becomes questionable, especially with the burnt Mossad/CIA assets inside Iran. As well as Iran pivoting more strongly towards China and Russia which will gradually help there economic issue.
This leaves us with option 2, and trumps behaviour supports this. Moving lots of assets in the region, whilst Israel has low stockpile of interceptors, Gerald ford being out of shape, Arabs being vulnerable and not wanting war, trumps past quick victories, no war with North Korea despite large build up 2018 etc all point to build up for negotiating leverage. And with such a build up, he can't walk away without getting a deal.
You could probably even argue Russia sold all these things to Iran now after the 12 day war as they know there is no more intention for war from Israel XD