Agendas aside, I am really interested in the "Shocking" Egghead incident payoff. I don't foresee Luffy losing his first real challenge as a Yonko. And considering that Luffy, Blackbeard, Buggy, and Shanks are the most pivotal overarching thematic characters in the race for One Piece, it is imperative they arrive on Laugh Tale with peak hype. This is precisely why Kid was one tapped by Shanks, and Blackbeard dismantled Law's crew.
On the other hand, I don't think Kizaru or Saturn will be defeated here either. So my theory is that this "shocking" incident will revolve around the dissemination of forbidden knowledge to the world or a similarly impactful revelation of information. Not a big player's "defeat".