Louisville has nabbed 3 of the top portal guys. I have a hard time believing whoever was Louisville's #3 target between Wooley, Conwell, and McKneely wasn't someone else's top target. Michigan has signed 4 highly rated portal guys, as has Kentucky. Duke has 4 incoming Freshmen that surely cost more in NIL than most of our portal targets.
I agree there's likely a large pack of programs with similar NIL and we are in that pack. But ahead of that pack there does appear to be another small group of teams with exactly the kind of NIL firepower you claim nobody has.
I don't think anyone is disagreeing that your blue bloods have more money than most schools. Honestly that's been a thing for a while and why you see 5 stars riding the bench at schools like Duke or Kentucky.
I think you're overestimating some of those schools portal hauls tbh. Also, teams not returning as much will obviously have more money free for the portal.
Louisville has the best get imo and I think they benefitted from getting commits early and likely got good value on those guys. They got 3 very good guards imo.
Is Michigan's haul really that good? They got a big fish in Yaxel, a promising guy in Morez, a role player in Mara(Big Z is a better get here), and Cadeau who is an ok guard but small and can't shoot.
Same thing with Kentucky(though they likely have money to add more). They got the big get in Quantaince, an inefficient volume scorer in Lowe, a role player at Tulane in Kam Williams(I do think he has good upside), and a role player from Bama in Dioubate.
Honestly I'm not super high on our off-season yet but if they can real in two blue chip type guys like Sarr and someone else I think it's a better off-season than a lot of the schools you mentioned. Honestly, if you just added Sarr I think that's compatible to Michigan with Sarr vs Yaxel, Mirk vs Morez, and Big Z vs Mara. If you can add Sarr and Jamir Watkins or Stojakovic youre probably a top 5ish roster.