I'm not sure which of 1 and 2 is least-bad. All depends on downstream consequences, because we're already past the point where everyone's looking at Trump (not just in Iran but also, and we already had this to an extent with Putin attacking Ukraine) and thinking they need a credible deterrent. OTOH, the USA getting suckered into a drawn-out war with Iran in the same way Russia is with Ukraine may be good for almost everyone else, because an exhausted USA is a manageable threat, in a way that the current USA almost certainly isn't.