Thanks to
lost-media for this one...
Without going into too much spoilage,
Walt's character will be explored, which
must mean that he'll be returning or at least the Michael/Walt boat-bound adventure will be visited.
The polar bear and the monster will return, which makes sense if Walt is returning also. The monster and the smoke are, in fact, the same thing (there goes my theory!).
Lots more where that came from, if you're interested in where the show might be headed, check this out....
Link:
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