Sorry, have no time for evidence, its my own feeling, as I browse blockexplorer and mtgox every day. July and August were reacher for avg transactions amount per day. Also MtGox trades are also significantly depressed comparing to summer time and going slower and slower.
I think "Trough of Disillusionment" phase of bitcoin HIPE Cycle is not reached yet. I thought it will be in 6-9 area, but now i see the bottom is ahead.
Only my IMHO based on being part of market.
This not makes me happy as i have some investments.
Bitcoin needs some buisnesses, restricted by VISA, to be involved. For example if major gambling network owners decide to attach bitcoin as secondary or tertiary billing option, this will bring turnover to bitcoin market and its rate will significantly increase.