ASIC hardware sales don't even make 1 days worth of transactions (when we account for the "number" of transactions). I don't see the bitcoin price going back to where it was 3 months ago.
Interesting, I wonder how much of that is Satoshi Dice though?. Not that SD doesn't count as demand, but it's unlikely to be sustainable due to the way it bloats the blockchain.
I had read that 55% of all transactions are due to Satoshi Dice. Can't find the source right now, but it seems about right by going through the latest transactions on blockchain.info
