It all depends on whether new markets will open up to Bitcoin....
I can't see that happening, so it's a market fueled almost entirely on speculation for the foreseeable future.
But, it seems to me there are already quite a few small markets that use Bitcoins (
https://en.bitcoin.it/wiki/Trade). There's money (BTC money) to be made by starting new markets so that's a huge incentive for entrepreneurs, I reckon.
I love this shit, haven't been so excited about anything in years.