It is still a zero sum game, unless the number of scholarships go up OR there are D1 recruits that forgo a scholarship because they are getting so much NIL money.
Players who are 'next in line' at a P5 program that get denied an opportunity to a transfer portal player will start looking. It is a waterfall effect and I think G5 teams might be able to cherry pick the portal, especially after Spring practices when I expect the next wave to hit.