The forced turnover of Iran's top leadership during the US-Iran war — from the old Khamenei generation to the Mojtaba Khamenei generation — may reshape Iran's future trajectory more profoundly than the lifting of sanctions itself. Yet the new Supreme Leader has still not appeared in public, and a "drawing-the-ghost contest" of speculation continues to dominate outside readings of Iran.
Why the Generational Change Matters More Than Sanctions Relief
In a roundtable discussion, commentator Qiu Wenping offered a structural judgment: in the US-Iran conflict, Iran's leadership was subjected to forced turnover — after the senior cadre were decapitated by the United States and Israel, "a large batch of Iran's leadership was replaced."
" Qiu Wenping — Roundtable, 2026"The previous top leaders were too old and carried very conservative — you could even say backward — thinking. It's not only because of the foreign enemy; in terms of your own internal construction, much of the Iranian public's dissatisfaction with the government comes from corruption and backwardness. Many times, it's not others bullying you — it's that you yourself have not done things well."
This points to a three-layer structural shift:
- The old generation — conservative, closed off, disconnected from the outside world
- The new generation (Mojtaba Khamenei and his cohort) — younger, potentially more reform-minded
- The war itself completes a Meiji-Restoration-style "old-domain lords out, new figures up"
Iran's Two Roads
Road A: Pragmatism — Re-entry into the International Community
- Lift sanctions + return to the international community → re-integrate into the global economic system
- Establish a "genuine strategic partnership" with China
- Develop the national economy and improve people's livelihoods
- "Neither East nor West" — an independent and self-directed path
This is the trajectory Qiu Wenping considers "entirely possible" — provided the new leader holds a pragmatic attitude.
Road B: Theocratic Expansion — The Holy-War Victory Narrative
- Wartime victory is interpreted as "Allah is looking after us"
- Excessive self-confidence → expansion across the Shia crescent
- Reignition of the "Axis of Resistance" (Hezbollah in Lebanon / Syria / Iraq / Jordan)
- Substitution of religious war and jihad orientation for economic development
Qiu Wenping's warning: theocratic governments can at times be "highly irrational." If victory is attributed to theological correctness rather than institutional strength, Iran will slide toward closure and expansion.
These two roads are not framed as "good versus bad." They are a fork produced by institutional inertia — in the special window opened by wartime victory and sanctions relief, both pragmatism and theocratic expansion can acquire domestic legitimacy. Which one is taken will depend on the new leader's personal worldview and the underlying balance of power.
The Largest Variable: The "Unknown" of Mojtaba Khamenei
As of the broadcast, Mojtaba Khamenei "had not appeared in public since the war." Everything known about him from the outside is second-hand speculation:
- Some say he was injured
- Some say he was disfigured
- No one knows what kind of leader he actually is
Shi (Shi Lao) called it a "drawing-the-ghost contest" and "blind-men-feeling-the-elephant." Qiu Wenping lifted the discussion to the level of institutional analysis:
" Qiu Wenping — Roundtable, 2026"One person can lift a state up; one person can drag a state down. The Supreme Leader is truly that important. He decides whether the country takes a pragmatic path or a theocratic-expansion path — it is he, personally, who decides the country's fate."
This means that any forecast about Iran's future carries an enormous uncertainty — not because the analytical tools are inadequate, but because the key figure has not yet entered the information field.
Coupling With the American Factor
Iran's choice between the two roads will be materially shaped by subsequent American behavior:
- If the United States delays sanctions relief → domestic economic pressure persists → the reformist camp loses points
- If Israel continues disruption (Lebanon / targeted killings) → the hardline camp gains justification → the theocratic-expansion path prevails
- If China's economic cooperation with Iran lands quickly → the pragmatist camp secures political credit
Mojtaba Khamenei's first public appearance — his speech will be the key signal for judging which road is chosen
How Iran's parliament allocates "reconstruction funds" after sanctions are lifted — this will reveal the actual balance of forces among the factions
Shuangwei Huixing's Addition: Mojtaba's Strategy of Not Appearing and the Khomeini-Style Operating Method
In a July 12, 2026 video, Bilibili commentator Shuangwei Huixing (literally "Twin-Tailed Comet," a Chinese current-affairs commentator) added another angle to the portrait of Mojtaba Khamenei. He pointed to one critical fact: at the July 4 funeral of the elder Khamenei, the other sons attended, but Mojtaba did not appear. Shuangwei Huixing's read is that, until the war is truly over, Mojtaba Khamenei may well choose not to appear, doing everything possible to guarantee his personal safety.
He drew a parallel with Ayatollah Khomeini during the Iran–Iraq war. Khomeini, too, allowed a civilian government to communicate, liaise, and even negotiate with the outside; if conditions were good enough, he was willing to push peace forward — but on the whole, he did not believe the war would actually stop at that point. At the critical moment, he would always side with the hawks. With that hand, Khomeini held firmly onto power inside Iran through all the chaos of the Iran–Iraq war.
Shuangwei Huixing argues that Mojtaba Khamenei's current approach is, in direction, very close to Khomeini's — his behavior pattern and trajectory are, in fact, closer to the Khomeini generation than to his own father, the elder Khamenei. He also threw in a casual remark that the general in North Korea operates in the same way: the grandfather and the grandson behave more alike, and the middle generation is the one that has lost the flavor.
This observation does not contradict Qiu Wenping's earlier judgment; it instead fills in the operational-level puzzle. Where Qiu Wenping says "Mojtaba has never appeared in public; there are two possibilities, a pragmatic road and a theocratic-expansion road," Shuangwei Huixing goes one step further — not appearing in public is itself a strategy, not passive evasion but active choice: until victory is won on the battlefield as a victor, do not show your hand.
Difficulty of Contact — Pezeshkian's Dual-Signal Statement (increment, 2026-08-06)
On August 6, Iranian President Masoud Pezeshkian publicly stated that contact with the Supreme Leader Mojtaba was "very difficult," and that some people were exploiting Mojtaba's normal decision-making process to create divisions inside Iran. He said Mojtaba had indicated that he would accept the outcome if the relevant procedures advanced — "but in this process of respecting expert opinion and making decisions accordingly, some people have been waiting to sow division, spreading unjust and dishonest remarks in an attempt to tarnish his image." When the Chinese outlet Guancha republished a Xinhua report on the incident, it spelled out the background: rumors have been circulating recently that Pezeshkian has differences with the Supreme Leader and the IRGC, that the president may resign, and the presidential office has issued repeated denials.
Shen Yi, a commentator at Fudan University, offered a more candid reading. He argued that this amounts to "a dual-track statement aimed simultaneously inward and outward" — essentially a sideways admission that the Supreme Leader's injuries are too severe for him to perform his duties normally — "the younger Khamenei is now only a symbol," his actual leadership function is absent, and only a spiritual-symbolic role is retained. Internally, this serves as a semi-official explanation for the folk rumor that "Mojtaba has already died," keeping rumor from spiraling out of control. Externally, it is a defensive signal-release — Washington, which already holds more intelligence, has likely long concluded that Mojtaba has lost the ability to lead; Pezeshkian's preemptive disclosure lowers the chance of the opponent misjudging and escalating on a speculative basis.
The earlier section (Shuangwei Huixing, July 12) records that "not appearing in public is itself a strategy — an active choice, not showing one's hand." Pezeshkian's August 6 statement pushes "not appearing" toward a public explanation of "unable to perform duties." Both readings can coexist: not appearing is both a strategy and leaves room — for outside readers and for Iran's own internal audience — to interpret it as absence. Pezeshkian's choice to publicly declare "contact is very difficult" at this moment is itself a political move.