Good Phileppe Laffont interview on CNBC, not a trader per se but manager a 55B tech fund.

A few things to hang on:

"Be a lifecycle investor. Get more "shots on goal." You don’t need to catch something perfectly early, as long as you're in it eventually."

Market leaders come and go—FANG became Mag 7, and maybe next it’s a group that includes SpaceX, OpenAI… maybe even Bitcoin. He said to think of Bitcoin like a company with a $2T market cap. And while it’s not technically one, it deserves a spot in the mental Nasdaq 100 of the future.

He doesn’t own Bitcoin yet, but wakes up at 3AM kicking himself about it and is planning a position in it.