For the BAF wave, I'm getting everybody because I have to have Box. I personally would have preferred the Madison Jeffries version but I'm happy to get this one as well. I'd take all 3 Boxes (Jeffries, Bochs Sr and Bochs Jr).
Beyond the BAF, Marrina and Robbie are the highlights of the BAF wave for me. Those are must haves. The Ultimate Wolverine is probably my next favorite. The Lady Deadpool update was due since it had been something like 8 years. I was half expecting that they'd end up doing the one from the movie rather than another comic version. I'm not really into Bullseye Hawkeye but might see if I can kitbash him into Trickshot - the dark Hawkeye that I strongly prefer. I'm not at all a fan of those costumes for Psylocke or USAgent in any way, shape or form. If it wasn't for the BAF I'd probably only be getting Marrina, Robbie and maybe Wolvie.
For the Rivals stuff, Moon Knight and Punisher are easy passes although I'm excited to see what they do with those molds in the future. I have to have Luna and can probably use that Spidey in my Spider-verse shelf. I'm not sure yet on Venom / Jeff. I'm going to have to think about that one. I have too many Venoms already and that Jeff is likely just too cartoony for me (fitting the video game source material, of course).
For the tease I've seen guesses for all of Mesmero, Magneto and Havok.