I agree with a lot of your points about IOTA. It's actually the first crypto I've invested in (and only thus far).

But with a valuation of 2 billion, it's hardly sleeping.

And when you say the IOT industry will reach 4 trillion, does that refer only to the transactions carried out by IOT devices, or does it include the devices themselves?

If it does include the devices, and tbh I don't see how it could not, then that value is not relevant to the price of IOTA.