📈 3 Contrarian Plays for October 2025 | 7 Oct

While everyone chases AI and RWA narratives, these overlooked sectors show strong upside potential:

1. 🎨 Digital Physical Infrastructure

• Project: IoTeX (IOTX)

• Thesis: DePIN for real-world devices gaining enterprise adoption

• Catalyst: Walmart supply chain integration going live

2. 🧪 Decentralized Biotech

• Project: VitaDAO (VITA)

• sis: Long-term biotech research funding via DAOs

• Catalyst: First FDA-approved drug from DAO-funded research

3. ⚡ Energy Trading

• Project: PowerLedger (POWR)

• Thesis: Tokenized energy grids expanding globally

• Catalyst: EU energy sharing mandate implementation

My Allocation:

• 5% IOTX

• 3% VITA

• 2% POWR

• 90% watching for entry points

What contrarian plays are you watching?