In this week’s wrapup, we discussed SoftBank’s recent stake sale in Nvidia, India’s first-ever structured LPG import deal with the US, why BYJU’s parent company is finding bidders despite being under insolvency proceedings, the Coin Laundry, and the economics behind India’s egg prices.

There’s no Markets edition this week.

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With that out of the way, let’s take a look back at what we wrote this week.

Why Softbank sold its golden goose

Masayoshi Son has always believed in an “AI Singularity”, and that vision turned SoftBank into one of the biggest backers of the AI boom. Which is why everyone paused when SoftBank suddenly sold its entire Nvidia stake, the very stock powering the revolution Son has championed for years.

Did he believe that Nvidia’s stock had reached its peak value? Was an AI bubble forming? Or was something else quietly unfolding?

Because the twist is… the money didn’t go away. It went right back into AI, including OpenAI’s ambitious ‘Stargate’ project.

If this has you curious, the full story in our Monday newsletter breaks it down. Click here to read it.

Making sense of India's first ever LPG import deal with the US

Every time you make your morning chai, chances are the flame comes from an LPG cylinder, just like 62% of Indian homes. But here’s the interesting bit. India prefers LPG with more butane, and the Middle East is the only region that naturally produces this mix. That’s why we’ve depended on them for years.

So when India suddenly signed its first long-term structured LPG deal with the US, whose gas is propane dominant and much farther away, it raised a lot of eyebrows.

So why are we suddenly switching things up? And what does this mean for our kitchens, our energy security, and even our wallets?

Tuesday’s newsletter breaks it down. You can read it here.

The battle for BYJU’s remains

Just three years ago, BYJU’s was India’s edtech superstar, worth $22 billion, buying companies left and right, and plastered across cricket jerseys. Today, its parent company is bankrupt. But here’s the twist. Instead of scaring everyone away, the insolvency has actually attracted big players like UpGrad and the Manipal Group.

Why? Because buried under the chaos are two surprisingly strong businesses — Aakash and Great Learning. And investors want them at a bargain.

But grabbing those “good mangoes” won’t be easy, thanks to a complicated insolvency battle and lenders who hold all the power.

You can read the full scoop in Wednesday’s newsletter here.

The Coin Laundry explained

Crypto was supposed to be a financial revolution. No banks, no borders, just instant money movement. But as it turns out, that same freedom opened the door to something far messier. A massive global investigation has now revealed how billions were quietly laundered through major crypto exchanges, including several in India, and how everyday users got caught in the crossfire without even realising it.

So how did a technology built on transparency become a paradise for hidden transactions? And why couldn’t exchanges spot what was happening right under their nose?

We broke it down in simple terms in Thursday’s newsletter. Click here to check it out.

Understanding the economics behind India’s egg prices

Namakkal, India’s “Egg Capital”, is suddenly in the spotlight after egg prices there hit ₹6 per piece for the first time ever. And while that sounds like a small jump, it says a lot about what’s happening inside India’s massive egg economy — an industry that produces over 14,200 crore eggs a year and fuels a big chunk of our exports.

So what’s really driving this record high? And what influences the price of something many of us buy almost every week?

If you’ve ever wondered how egg prices are actually decided, we broke it down for you in Friday’s newsletter. You can read it here.

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