here's a refreshing hypothesis: it's actual new money coming in due to 6 week old news (incubation time of new a bitcoiner (from first contact to first buy) is roughly 6 weeks)
So I looked at 6 week old news and found: "liberty reserve busted".
that is a refreshing hypotheses. i hope you are right.
maybe part of this rally actually is bitcoin being used as a substitute for LR. After all, Liberty Reserve was moving huge sums, right? That would be so funny: The FEDs saved Bitcoin ;-)
indictment said they processed 1.4B annually with 6B total over the course of the enterprise
you should take a moment to read some of it when you have a chance and note the concept of pre-approved third party exchanges
http://www.docstoc.com/docs/159108750/Indictment-Liberty-Reserve-et-al_-Kats_-Marmilev