2. Number of users SPENDING bitcoins to purchase goods
3. Number of merchants accepting bitcoins for goods
4. Total $ value of bitcoins being spent to purchase goods
5. Total $ value of bitcoins being spent to perform international money transfers
6. Amount of press (bad press OK, good press is worth much more) that bitcoins are getting as it drives 1 and 3.
I'm sure others have their own list of fundamentals.