I think this is probably the right take. Streaming a video game is a legal grey area, and effectively the video game developer giving you the right to show copy

I think this is probably the right take. Streaming a video game is a legal grey area, and effectively the video game developer giving you the right to show copyrighted material for free -- a benefit with enormous value (given how many millions flow into streaming). It seems a reasonable limitation that the game developer can require people profiting from their copyrighted works to do so with some limitations. These should not apply to fair use situations, eg., parody/review/etc. But it seems highly plausible that streaming a video game is outside of fair use, and enabled by video game companies as a marketing strategy. For many video games, a stream of them replaces the point of playing them, so anti-fair use. Any sense of entitlement streamers have to this IP I think is misplaced.