The first one is likely.
I think Act 3 will end with all 5 SNs down after Hybrid Kaido unleashes his power.
But Act 4 main fight will resume with Ashura Zoro vs Hybrid Kaido while the MC recovers.
It's also possible for Kidd to build a Megazord (or something larger) much later to fend off any of the Yonko.
Oda just teased Gear 5 on SBS, so there's that for Luffy.
I won't be surprised if Law has deadlier attacks than Gamma Knife and Countershock, but I don't know what kind of true power Killer might have.
