Is there a correlation with the drop in revenue with a change in mod_pagespeed configuration?
I'm not aware of any particular incompatibilities between defer_javascript and Adsense, but Adsense (& browsers) are a moving target and it's possible something changed.
If you are able to see revenue changes in a day granularity, then it might be worth temporarily disabling defer_javascript to see if it comes back. Alternatively, you could mark the Adsense scripts as exempt from deferral by adding the 'data-pagespeed-no-defer' attribute to the adsense script tag(s).
-Josh