> NAT also destroyed much of the end-to-end principle. If you don't have a real IP address and relies on a NAT router to forward your data, it needs to be in a protocol the router recognizes.

Not necessarily. Many protocols can survive being NATed if they don't carry IP/port related information inside their payload. FTP is a famous counterexample - it uses a control channel (TCP21) which contains commands to open data channels (TCP20), and those commands specify IP:port pairs, so, depending on the protocol, a NAT router has to rewrite them and/or open ports dynamically and/or create NAT entries on the fly. A lot of other stuff has no need for that and will happily go through without any rewriting.