They'll almost certainly have a bunch of 'reliability' updates alongside the actual token usage updates so it's not worth relating increases in power compared to the number of tokens used and certainly not trying to use that to guess what they can get from future token usage. If a new fuel type is being used that makes the increase from tokens directly even less quantifiable. IIRC Mclaren gained something like 30bhp last year from a fuel update with no other changes at all.
Overall though, it sounds like Merc are bringing updates also, just not token based ones, for all we know their 'reliability' updates could bring 40bhp more.
I wouldn't say Ferrari has a major problem on harder compounds. Kimi has shown some good pace on the hard tire and Vettel's 'slow' pace on hard tire isn't really down to the tire at all. It's because it's the final stint, a slower car keeping up with a faster car which is running conservatively is worthwhile. A slow in/out lap or some traffic could mean the undercut and stealing a position. When you come out after the last pitstop or get passed easily within a couple of laps there is simply no reason to keep pushing. Vettel has seemed slow in final stints on the hard tire because once effectively any realistic hope of passing the Mercs has gone they try to save the engine/gearbox/everything else as well. While I do think the Ferrari isn't as good on the harder tires as Merc, I don't think it's that bad either as shown by Kimi's various competitive stints on hard tires. It's more a Ferrari strategy situation that creates those bigger gaps.
The real issue is Mercedes and their strategy. They've been trying to get their engines through 6 races where every other engine has done 3-4 races max. They've almost certainly had their engines turned down to achieve frankly unnecessary reliability. Merc will probably run the season like this(for all but Hulk I believe), 1 base engine, 1 reliability updated engine, 2 token and reliability upgraded engines. Ferrari will probably finish the season with 2 base engines, 1 reliability/part token upgraded engine, 1(or 2) reliability and fully token upgraded engines. When Merc decide their remaining engines only have to do 4 races a piece and they turn up the engine a bit I frankly expect to see all the Merc teams move forward compared to everyone else rather than Ferrari get noticeably closer to Merc.