Just wrapped up another deep dive into my crypto holdings this week. Laid out every single token sitting in my portfolio right now and explained the thesis behind each position.

It's interesting how your conviction shifts when you're forced to articulate why you're still holding something months later. Some coins I'm way more bullish on than when I first bought in, others... well, let's just say the reasoning got a bit thin when I tried writing it down.

Anyone else do periodic portfolio audits like this? Curious what framework others use to evaluate whether to hold, add, or finally cut loose.