The Macro Geek | Muneeb Jan | Substack

PayTM’s upcoming IPO will set the stage for one of the world's most definitive ecosystem battles, with Big Tech, China Tech and local champions duking it out.

A look into the origins of the "SuperApp of Services"

Jul 20, 2021

Hey Folks 👋, Earlier, I wrote a piece titled “China Tech vs. the World”. As I’ve come up the curve on the subject, I’ve decided to do a series of…

Jul 12, 2021

A deep-dive in the structure, policy choices and economic ramifications of CBDCs

Jun 28, 2021

Or why semiconductors are the new "oil"

Jun 22, 2021

And Hong Kong’s Role as an Offshore RMB Hub

Apr 30, 2021

And the Future of Money

Apr 18, 2021

I recently delved into through Coinbase’s S1 disclosures, and wrote a short piece about it here (<<🔗 ) on Bitcoin Magazine. What’s remarkable is that…

Mar 24, 2021

The Macro Geek

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