People say news isn't part of the fundamentals, but it is when most people have never even heard of Bitcoin and getting the word out is the biggest challenge. One very important fundamental number for Bitcoin is simply the number of people who've heard about it.
I completely agree. The fact that the queue of people waiting to be verified at MtGox keeps growing (now 5,500+?), that coinbase keeps selling out of Bitcoins, and that nearly every Bitcoin-related website is continuing to show a large increase in traffic all are very bullish signs to me. Even if the price drops, there's at least 5,500 more people waiting to buy and bring the price back up.