Maybe it's true. But in the total number of users the trend is the same.
Discussion
You're right. I think the real user is the one with LN address. Which means nostr growth stagnated right now.
I believe those other user accounts without LN address are either
1. Spam accounts
2. User trying nostr for a bit but then decided to just go back to traditional social media
3. Bot accounts. I see quite a number of bot accounts posting feeds from RSS
Nostr probably can only tap niche users at the moment. Most people doesn't care/know about lightning, privacy, censorship, etc. So they won't see any added value that nostr provide compared to the social media they currently use
This is very true, the large masses of users put the playful distraction generated by other RS first.
The Internet needs something like #nostr but not everyone is aware of that yet.
🤷🏻♂️