Now I think it's the red one
It's a but confusing because noone has never seen this happening. But here is a
demonstration of my opinion.
Here is a natural situation being happened
on Earth. If you pull the string, it will tighten. The gravity is always directioned
downwards, into the centre of the Earth.
When you would "zoom out" until you'll see entire globe and longhten the string around the Earth, the force would still be directioned downwards, to the centre of the Earth.
Here is the red one animated (the bottom part should be floating too). Everywhere you "zoomed in" on the string (like in the first natural pic), the forces would be two oriented to the left and right (pulling), and one downwards (to the globe centre).
And here is the blue one. First, I imagined it as a ball (as some other people did). If you pulled the string, nothing would happen because of the gravity oriented downwards and because of friction of the ball/string. This is a solution which can be realised on Earth, but actually, the object
is the Earth itself, so you shouldn't compare it to a ball or something placed on Earth and being pulled down by the gravity.
Just my opinion, nothing else.