I am convinced of IOTA, but it all stands or fails with the protocol adoption by huge firms.
Until now there are only a few firms who THINK about implementing it - no firm has announced adopting it yet. In worst case every firm decides to create its own protocol to improve their revenue.
If IOTA does not get a lot of firms into the boat, the value will fall faster as it raised and lower as it has ever been.
Don't get me wrong. For me is IOTA a long term investment, but the investment is not as secure as many think.