The Merlin theory is my new fave. The more I think about it, the more I like it. With magic back in SB, and Regina and Rumple likely using it to their own advantage, it would be to the good guys’ advantage to have Merlin on their team, especially if it turns out that BF is kind of shady and they need someone else who’s powerful to keep her in check.
We don’t know which ep Lancelot is in yet, do we? Must be early on though if he’s already been cast. They could use that ep to flesh out Whale’s character more at the start of the season, if he’s Merlin.
All that being said, part of me still kinda likes the Gulliver theory too.