It is possible to consider both rallies in 2013 part of the same "bubble" (remember, everyone was complaining that there was no true final capitulation even for the spring rally, and the fall rally was driven up artificially by China, which hasn't had a real capitulation either). In this case, there needs to be another 2011-like capitulation and another 22 month waiting period before the next bubble.
I could see this happening due to a chinese crackdown on exchanges, wwIII, or 750,000 coins being dumped.
Opinions on the effect of war on the price of bitcoin seem to be polarized. The purpose of war is to shake up power-structures and re-shape institutions, so my opinion is that it would reduce confidence in central-bank controlled money (ruble, hryvnia, euro, dollar), transferring perceived value to gold and, to a less extent, to bitcoin.
The effect of the 750,000 coins allegedly stollen from MtGox strongly depends on when the coins went missing. My opinion is that they went missing in 2011 [
https://bitcointalk.org/index.php?topic=497289.0] and have already been absorbed by the market. This would be bullish over the medium and long term, as a fraction of MtGox customers repurchase coins. On the other hand, if the coins were stollen recently and will be slowly sold into the market, then this would be bearish for price.