So if BTC engineers find a way to share the same UTXO (like Ark promises to do) in the same fashion like NAT does, that'll be a game changer for Bitcoin.
I don't know Ark, but LN kinda does this: one on-chain transaction can be used for many follow-up transactions. Your NAT comparison doesn't really work though: the number of IPv4-addresses is much larger than the number of Bitcoin transactions we can handle per year. We now have houses behind NAT, in Bitcoin-terms it would be more like having an entire city behind one IPv4-address. And that's why I don't think non-custodial LN can really scale. If it's custodial, then indeed one entire city can make all their payments through one node.
I'm just saying you can either have deflationary money + high fees (in the long term I expect fees to reach $1000) or inflationary money (EUR/SEPA, DOGE) + low fees.
I'm not ready to give up just yet

I know tons of anti-CBDC/pro-cash people (99.99% of them are no-coiners) and they don't seem to care about inflation (they do cry about it, but they don't take any action).
Can you blame them? Investing in Bitcoin means risking a 80% drop just because you want to avoid 20% inflation. Once central banks started raising interest rates, there wasn't really any safe way to avoid the high inflation.
I'd say interest rates shouldn't have been that low to begin with, but that's for a different discussion.