I'm repeating myself, but the BaaS money will probably go to Amazon, Google and Microsoft in the long run. Why set up a blockchain with (little startup company) when you're already using AWS for all of your off-premises compute services and they offer an integrated version?
I still predict some of the existing coins and little blockchain services will wither away while many will implode completely. The question is when the general public will stop pouring money down the holes.
What is more likely is that the big cloud players will adopt/purchase some BaaS platform.
That's how the big players tend to get so big; while they are innovating in their own right, they are also gobbling up the smaller fish to incorporate into their growing portfolios.
And there are always upsets, always. Big players don't do something, and you see small players come out of the woodwork and out-innovate. Look at any tech sector, and you'll surely see some big players who were once small fish, and they've either succeeded on their own merits, they've partnered with the big fish, or they've been gobbled up but retain their own branding.
Never bet everything on the big players, they is always something they get beat to and just can't scramble fast enough to produce a competing product. Every sector has these stories.
Now the vast majority of cryptos will most certainly fail, because many of them are far too specialized when competing platforms can easily handle that as a niche as well as countless others. I think we may see one or two cryptocurrencies truly prevail, especially if they get some big technical wins (like Monero potentially adopting zk-stark) ahead of the competition; but for the utility tokens, I can see a handful of the best not only surviving, but dominating, through contracts, partnerships, etc. Upstarts have a way of out-maneuvering the incumbents due to the fact that a company the size of Microsoft or Amazon might take too long to truly compete.
And true decentralization may just be a hot topic for some utility tokens - centralization affords certain benefits to be sure, but some platforms may find a centralized blockchain to be less of a match for what they want.