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Welcome to the On the Margin Newsletter, brought to you by Ben Strack, Casey Wagner and Felix Jauvin. Here’s what you’ll find in today’s edition:

Many braced for NVIDIA’s Q2 results. Felix breaks down the main takeaways.
A closer look at the situation OpenSea potentially faces after getting a Wells notice from the SEC.
How specific will Harris and Trump get about crypto policy before the election? An industry exec weighs in.     

NVIDIA – Priced too perfectly?

Let’s set the record straight: NVIDIA is an…

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