I called this at the start of the whole cake island. Right after they split up paths in Zou.
The whole Kaidou / Big Mom thing has been way to parallel from the start. The introductions, the side motives on their own home islands and the Poneglyphs there. Not to mention Ceasar Clown, his weapons for giantfication and smile fruits.
This arc is Big Mom's introduction arc and her real story is yet to start. Same goes for Kaidou probably next year.
Vinsmokes will be taken care off by Luffy and Sanji, the thread on Sanji's friends and his hands will get lifted. Don't know if there is a twist that will get Big Mom on their good side or if they just escape and flee to Wano/Zou.
On Wano Law and Zoro probably deal with the Momonosuke story line similar to the Vinsmokes. Introducing Kaidou and his crew. Maybe they piss off Kaidou at the end or by a twist get his good side.
But at the end I think the key in all of this will be Ceasar Clown who will spark a fight between 2 yonkou. Luffy has been shown to be out of his depth against a yonkou crew. So it's convenient if those 2 would deal with each other.
Another thing I noticed is the surprising amount of supernova running around. You have the Strawheart alliance with 3. The Kid/Apoo/Hawkins alliance with 4. Capone is with Big Mom. Urouge is sitting on a cloud above the island Kaidou jumped from. Drake is working under Kaidou, which makes a total of 10. Only one missing in the party so far is Bonney. Probably gonna show up sooner than later.
So my prediction was, and with this timeline of new arcs and with new information still is: big clash between Yonkou crew vs crew and the supernova's caught in the middle shaking up the world.
What will the marines/Government do in the situation of yonkou clashing ?
If this isn't going to happen I'm starting a spin off.