Location: Bade Road, Taipei – Hong Cuo Hakka Restaurant
Travel Notes: Che-wei invited me to dinner tonight on Bade Road in Taipei. Xiao-min, whom I hadn't seen in a while, also came with his wife. I invited Lman senior to join us for a chat. Che-wei's friend used to work on structured products at Morgan Stanley in Hong Kong and now manages his own fund with about $20 million AUM. He has some crypto-related ideas and market-making capabilities, so before returning to Taiwan in mid-March, he asked Che-wei to discuss with me to spark some thoughts. Lman senior also gave some advice. Che-wei even bought a nice bottle of red wine to enjoy while chatting. Thanks to Xiao-min for hosting tonight! :) Cheers! By Morgan @2022.2.23 evening
