I am putting my money on Toy Story. JJP has recently announced they are doing a limited run of Willy Wonka LEs at $11,000.
This could mean one of several things.
1. They are running a single line, and have caught up on all of the G&R pin orders and are cashing in on Wonka demand.
2. They have run out of parts for G&R and/or are running into Q/C issues, but have parts on hand for Wonka.
3. They are standing up a second line, and using Wonka to teach the crew how to run as the demand isn't there and its a good way to get folks up to speed.
4. They are done with G&R for now based off of demand, but Toy Story is almost ready but not quite there yet. They are switching the line over to Wonka's to fill demand while they work out the final few kinks on Toy Story, polish the code a bit, and prepare the line.
We saw a combination of 1 and 4 at Spooky when they re-ran Alice Cooper inbetween R&M and Haloween/Ultraman. We saw a combination of 1 and 2 at Stern a few times when they ran vault editions of various pins.
My money is on an announcement from JJP by the end of the year... Stern is due out on or about 18 January 2022.