The things you truly believe in often don't need much justification.


It's like your core positions during a bull market—when they pull back, you just think about whether you should add more.
But those projects you don't really believe in, that's when you keep finding reasons for yourself:
There's hype, there's a narrative, there are people shilling it, and the valuation doesn't seem that expensive either.
The problem is, true conviction is never built from pros-and-cons analysis.
When you start weighing both sides repeatedly, the answer is already clear.
Liking something is direct.
Not liking/not believing—that's when you need to convince yourself.
It's the same in the market:
The moment you hesitate, the choice has already been made.
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