LibertyReserve going out of business is part of it also. These LR users have to go somewhere. Bitcoin is the best option.
People might be pricing that into the market. But if you lost money at LR, you probably have cash flow problems, probably not going to be buying BTC this second, more likely to be selling any BTC you have. Now if you have money you'd usually send to LR but now are going to send it to Gox, that won't happen for a few days.
I don't think any of this rally is directly from people affected by LR, but I do agree we will be seeing more money flowing through BTC in the next few weeks/months because of it.
To me, this rally seems like "3 weeks of stability - okay this BTC shit might actually be legit - lets buy some coins". Mixed in with a whole bunch of Bears who waited for cheap coins, couldn't get them, have accepted the fact they need to pay more to buy back in, and have bought back in. So to me, it's bump from weeks of stability and Bears who got left behind (and maybe the 10s of millions of new VC money we got in May).
EDIT: On a side note, has anyone else ever seen a stretch this long where there are almost no fake ask walls? No walls popping up on the edge, no big walls getting pulled right before the bulls arrive, the last 3 weeks pretty much every big wall has been eaten. I can't even remember the last time I saw an ask wall trying to cock block a rally. Checking the old wall thread, you can't go a single page without someone mentioning a fake wall moving around. This thread? Maybe every 10 pages it gets a mention.