Boy, the Smile revelation is gonna make things a LOT more interesting, IMO. Just imagine if Smile users even have an Awakened form (which, BTW, I'm also hoping that Momo will have)? It really does just go to show the types of crazy forces who control the New World.....
Also, about the ministory: Apparently, the island Caribou washed up on was the same winter island that we saw Drake at before the skip. So it looks like our muddy friend is in Kaidou's territory now.....
Edit: Holy crap, it looks like Oda actually foreshadowed the Smile's appearance before the skip: