[mrb]

Correct, I should not have given you the Overstock example, since there is not enough data for them.

"yes we could say [Google's] revenue is shrinking"

Here lies your lack of knowledge. No analyst ever said Google's revenues were shrinking when their 2014Q1 results were announced. Instead analysts said they "grew revenues 19 percent year over year." See http://www.theverge.com/2014/4/16/5621450/google-q1-2014-ear... . This is because, as I explained, it makes no sense to compare one quarter with the previous one as this is only 6 months of data and as sales are cyclical (typically a yearly cycle). So analysts compare a quarter with the same quarter from the previous year to cover a span of 15 months (a full yearly cycle).

"how many actual users do you think that leaves"

You make a common mistake: assuming that each user has at least 1 address. In fact, a LOT of users leave their coins on exchanges who tend to consolidate coins in a small number of Bitcoin addresses. Therefore you cannot estimate the number of users from the number of addresses with a non-zero balance.