While I do think he's fishing in murky waters with this video, it's kind of silly thinking he's some sort of double agent when WoW is his bread and butter.
That said despite the numbers he relies on are extremely rough and in no way or shape one can deduce number of subscribers from that, the % drop in activity he presented seems to be on point.
But in the end, if OP is such a big streamer follower, he surely also heard what another big streamer said that WoW is 2 minutes trailer away from rebounding. This practically held true forever and will keep holding true for the foreseeable future.
And as I said in previous post, let Bobby take care of $$ and financial model - the guy knows what he's doing on that front.