Luffy disappearing entirely makes it seem like Caribou even more with his swamp logia. Kizaru doesn't like what he's doing and seems relieved Kuma's ok, but the idea that despite his duty and beliefs, he's gonna feed Luffy and pretend to be down, only to get up and aid Saturn when he could continue staying down seems a bit iffy to me. We'll see when Luffy returns. I think the theory had some merit, but I can't say I buy it.