Considering how show has went , no 1 makes total sense to me.
The thing is as much as I would love for no 2 to be true, Marvel will never do that.
We learned our mistakes from Wandavision and Falcon, at the end of the day these shows are very self contained and made so that they don't affect films drastically. Also , each series so far have been about fighting inner demons , so this makes even more sense. Also , this is marvel's fav plot when it comes to such things.