Could we make a parallel to the internet itself using domain names instead of wallets? Not sure about this but just asking as this is the speculation forum

domain names 2002-2014, not far from an s-curve
http://www.registrarstats.com/GeneratedFiles/ChartImages/TldHistoryCom_7192014.png?32ad38f3-de49-4ea5-8946-10d708ec470c
It's getting flatter, have you tried to buy a domain name lately? Anything made with actual words or short or remotely nice sounding is already taken.

not sure how we value the internet, perhaps market cap tech/web companies 2006-2014 (sorry this graph suck no time to find a better one)
http://www.statista.com/statistics/216657/market-capitalization-of-us-tech-and-internet-companies

http://www.caseyresearch.com/sites/default/files/resize/AMZNSharePricing-490x355.jpg

Where we are on the adoption curve (avail as live charts on coinometrics)
http://www.genibits.com/wp-content/uploads/2014/04/Fitch_Bitcoin_Transaction-Volumes.jpg