Carapaz? And hopefully Bernal if he returns.
I think Thomas could be Ineos leader as it could be too early for Bernal (my bet is that he returns to GT racing in the Vuelta). I expect Kelderman to come for Jumbo if Roglic doesn't. I would really like to see Kooij debuting here as well.
As for the route, I think its well balanced, around 70km of ITT kms (stage 9 says 30.7km in the graph but 33,6km in the header so I am not sure which one is right) but there is plenty of mountains, stage 20 is the kind of stage in which one could lose many minutes and stages 13, 16 and 18 are also very hard with some nice mid-mountain stages earlier on, even if I miss a hard hilly like the one from Tirreno 2021. I disagree with those that say that the sprinters are going to have a bad time, well in the mountains for sure but I see 7 or 8 possible sprint stages and only two of them are in the third week. Finally that MTT, I like the idea of bringing it back but I don't think Monte Lussari is the right climb for it. In the context of this Giro, I would replace it by a hard mid-mountain stage (with very tired from the two days before it could have made big differences anyway) and would have made stage 9 TT, a proper long one, with around 50km and more hilly instead of pan-flat