What is bigger?
Assuming the trading in Poloniex is excluded...
Some darkmarkets adapted Monero but afaik it was barely used there...? If I recall right, there was 1 psychiarist in New York City who accepted Monero payments...?
AFAIK AB was turning over most of the non-financial transactions, but counting requires using proxy statistics because of CT etc. I have been too busy lately to do that work. Maybe soon, when the dnm situation is stable again.
I personally bought lots of stuff with xmr. Notably, 8 works of art, two automobiles, one prescribed drug, an undisclosed amount of physical gold and silver, and an undisclosed amount of currency. But I am not a typical transactional user. A typical transactional user today will use it for dnm, and in future will use it for remittances.
When I use it, I gradually repurchase, to maintain a constant level of holdings overall, in the long run. Most of the demand is still reserve demand - and probably always will be, since nothing else on the planet is as immune to extortion, theft, or disaster, so it is the ideal savings vehicle. If you want some sense of the float which will be used in the xmr economy I think the polo stock is probably a good first order approximation, so around 200k of xmr supply, the rest being held in reserve.