The rise in popularity of SPV clients with hierarchical deterministic wallets using change addresses has nothing to do with it?
Correct me if I am wrong, but unique change addresses have been used for a while with the bitcoin-qt wallet to help preserve anonymity. The rise in popularity of a particular wallet indicates some sort of economic progress, minimally an improvement in ease of use.
Metcalfe's Law, as interpreted in the context of the Bitcoin network, says that the network is more valuable to each user as more nodes are added. Accordingly, the network now with more SPV client users is more valuable to bitcoin purchasers than was the same network back in April at $339 on Bitstamp.
Do you rent your lodging now? Just curious.