Mostly #1, with a touch of #2 for rationalization.
I thought mostly #2 with #1 helping him realize what it is he needs to do.
Mike reminds me of Walt from seasons 1-3. He was definitely not happy to learn that his granddaughter's money was being taken away. I get the feeling the whole reason why he's in the business is to provide for her. We haven't seen either of her parents yet. I wonder what kind of problems they have.
Also, some serious foreshadowing going on. The opening of season 5 showed Walt looking rather haggardly and disheveled and getting his hands on guns and ammunition. Then in episode 2, Mike says he doesn't want to do business with Walt because Walt is a ticking time bomb.
Vince also seems to have little deference for women.
The female characters:
Skylar - The fat, emotional, cheating wife of the main character.
Marie - A flippant, psychotic, idiotic thief who can be a bit of a nag to her husband.
Lydia - Over-reacting, over-dramatic and careless and indifferent to people's lives.