This is not a political piece. It’s not my intention to discuss ideology and political philosophy. Nor is it my purpose to argue for either government’s view. The motivation of this article is only to provide an authentic cultural and societal perspective of the story.

As a former global macro investor, one of the greatest lessons I’ve learned was not to just rely on the numbers on the Bloomberg terminal from your New York office or the conclusions from research papers you read from London. …


Skyline of Beijing in Jan 2021, the coldest winter in the past 2 decades

Our 1st episode of Meho China Podcast in 2021! Listen on Apple / Spotify / SoundCloud.

Chuhan and I discussed our trip to China during COVID-19. Definitely a crazy time to travel!

Travel preparation was unpredictable. Being stuck in a quarantine hotel in Shanghai was a once-in-a-lifetime experience. And the “back-to-normal” life in Beijing/Shanghai was unreal!


Hello from Shanghai — Day 7 in a quarantine hotel

I’m writing this update from a quarantine hotel in Shanghai. This is Day 7 of the 14-day mandatory quarantine period. Halfway there and so far so good.

Since China tightened up the rules of entry — dual tests 2 days before the flight — about a month ago, prices of direct flights to China have skyrocketed. The uneasiness was coupled with unexpected last-minute flight cancels.

At last, we managed to get on the plane, but it took us 6 hours from landing to getting to our hotel room, with a…


JPMorgan Global Markets Strategy last Friday published a research note touting Bitcoin as the alternative of gold for the millennials and predicting to potentially double or even triple the price. Ironically, only a few years ago JPMorgan CEO Jamie Dimon famously called Bitcoin a “fraud”. Why did the major US bank make such a drastic shift in its view on Bitcoin? It was in part triggered by a major movement earlier in the week.

In what is said to be “the biggest news of the year in crypto”, PayPal on Oct 21 announced that it would support the purchasing of…


On Oct 8, card-issuing API platform startup Marqeta announced a financial investment and extended global partnership with MasterCard to “expand into new geographies, open access to new products,” according to a joint press release.

Who is Marqeta?

Founded in 2010, Marqeta has built out an API-based platform to power card-issuing and other financial services for merchants and brands. Previous investors of Marqeta include Iconiq, Goldman Sachs, Visa, Max Levchin of Affirm, among others.

Marqeta’s customers include Uber, DoorDash, and Instacart, which leverage Marqeta’s API platform to issue cards to their gig-economy workers. Meanwhile, Marqeta has partnered with major financial institutions and Fintech companies…


Earlier today (Oct 12, 2020), the API-based communications platform giant Twilio formally announced that it would acquire the customer data platform startup Segment for $3.2 billion in all stocks. The market responded quite positively to the news, driving Twilio’s stock price up by 7.7%, bring Twilio’s market cap to a staggering $49 billion.

Founded in 2011, Segment is a San Francisco-based startup with the promise to disrupt traditional CRM with a seamless experience powered by customer data infrastructure. It has raised a total funding of $284 million from Thrive Capital, Sapphire Ventures, Accel & GV, among others. It was recently…


The COVID19 crisis has been playing out globally for over half a year, or almost a year counting its early phase in China. It’s been hurting a lot of sectors, but one particular sector stood to benefit — Fintech.

First of all, the pandemic has significantly accelerated the adoption of contactless payments in the US, as it took banks and Apple years to convince shoppers to switch to contactless cards or use ApplePay while it had already been a trend elsewhere in the world. …


Hi, there! Welcome to the first preview of Meho (means “very good” in Shanghainese)! We are very excited to introduce this fun and useful new way to understand and communicate with China.

Thanks for joining our private beta test! As this is still beta, we’ll frequently update the app. So please check for updates and install them when available. Stay tuned for release notes for more details on what’s new.

If you run into any bugs or have any feedback, please send them to TheMehoApp@gmail.com. We really appreciate this! …


Hi folks, some of you know that I am also working on Meho — means “very good” in Shanghainese — a mobile app to help you understand and communicate with China like never before! We provide thoughtfully-designed, approachable & efficient Chinese learning (powered by real-time speech assessment), and curated authentic content to build cultural & business context.

We are launching our private beta release in two weeks on Aug 26, and I have reserved some spots for the Medium community. Please reply to this article or sign up on https://www.wearemeho.com/ if you are interested in joining the beta program —…


In this episode, Chuhan and I discussed TikTok’s recent hiring of Kevin Mayer from Disney and its global expansion strategy. It led us to talk about the content creation and storytelling of the Chinese entertainment industry, as TikTok is not only a social media platform but also a content creation network.

Enjoy listening via the links below on the Apple podcast and Spotify podcast.

Charlie Liu

VP of Operations & Strategy @ln_strike | ex-Adyen & Templeton Global Macro | Storyteller @wearemeho | Sommelier/Winemaker @996makers

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