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The problem with the majority of these theories is the lack of a central evil figure. Melkor: obviously very powerful and evil as is Sauron. To make anything interesting we would need some very powerful being as the arch-enemy to good. A dwarven rebellion would be an interesting chapter but that's all I can see of it. A Balrog simply isn't a sufficient leader to have minions follow him. Their power isn't nearly equal to Sauron even.
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“I wish it need not have happened in my time," said Frodo.
"So do I," said Gandalf, "and so do all who live to see such times. But that is not for them to decide. All we have to decide is what to do with the time that is given us.”
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