Ohh damn, that Kinemon panel was freakin brutal.. Kaido going wild on the alliance is a harsh situation.
And Luffy really wasn't caught before falling into the ocean. Except for that Octopus there isn't really anyone who could still help him...
Ngl I think subconscious CoC might become a thing now. Remember those panels
Perhaps natural occurences like lightning, non mera no mi fire and water count as living things and have haki? There's still a guy like Fuji. Highly doubt he's unable do differentiate an ocean from soild ground and somehow he has to be able to do that.
So Luffy perhaps surpresses the sea's intention from drowning him or something. Pretty convenient for that exact situation, but I'd like it as an overall concept in the grand sheme of things.
This could also explain BM's natural defence, that went down, when her will was broken. If that's the case, then CoC will definitely be the "environmental awakening" counter and the way to deal with those extremely overpowered logia fruits...
But catch me writing all this now and then Luffy gets saved by the Octopus next Chap lmao