What's your investment thesis?

I'll start...

1) I only invest in that which I thoroughly understand.

2) If someone else is excited about it, I get suspicious.

3) If I get excited about it, I invest less.

4) If I think it's boring but solid, I might invest a little more.

5) I think about rebalancing only when coins are outside my bet size ranges

6) I always get out of a position the moment it doesn't feel right.

7) I take profits without regrets

8) Hodling is not a strategy and is for people who don't like growing wealth

That's my thesis and it's served me well.

How would you change it? Or do you have a different thesis?