Are you following your plan—or just getting better at defending it?

Every so often, stop and ask:
Does my thesis still hold? Has anything meaningful changed? Do my decisions still match the plan?

Taking another look doesn’t mean switching assets.
And another coin or stock outperforming yours doesn’t invalidate what you’re building.

Patience needs a reason. So does changing course.

Conviction can keep you committed. Your rules need to protect you when the market doesn’t run on your schedule.

What would have to change for you to rethink your thesis?