Two separate but converging forces are reshaping how Wall Street views blockchain assets: traditional growth-stock investing is increasingly absorbing crypto-adjacent equities, while market-structure warnings around maximum extractable value are raising new questions for tokenized securities.
Louis Navellier's quantitative framework has been screening growth stocks since 1980. The Navellier & Associates founder runs the Growth Investor model using a three-step process: quantitative screening, fundamental analysis, and portfolio optimization. His Stock Grader rates more than 6,000 stocks on earnings momentum and institutional buying pressure. For 2026, Navellier projected 5% U.S. GDP growth and S&P 500 returns of 20% or higher, driven partly by AI and data center spending that overlaps with blockchain infrastructure. He highlighted Nvidia as his largest holding with projected 66.7% sales growth and 71% earnings gains, and Palantir Technologies with a forecast 64.1% earnings surge tied to government AI contracts.
The blockchain connection runs through infrastructure demand. Navellier picks Seagate and Celestica had projected earnings growth of 37.6% and 58.1%, respectively. A third-party review of his "Dollar Upgrade" presentation described his analysis of blockchain-based currency infrastructure and companies operating between traditional financial services and digital asset settlement. Navellier does not publicly hold direct cryptocurrency positions; instead, his method selects companies with measurable blockchain revenue, earnings acceleration, and institutional fund flows.
Stablecoin regulation is central to that thesis. The GENIUS Act, signed into law on 18 July 2025, established federal rules for U.S. stablecoin issuers. Artemis identified $94.2 billion in stablecoin payments settled across 31 firms between January 2023 and February 2025. Business-to-business payments accounted for roughly 49% of the sample's $72.3 billion annualized run rate in February 2025. The total stablecoin market exceeded $300 billion by late 2025, with Tether and USDC representing approximately 90% of the market. An August 2025 Executive Order directed the Treasury, Labor Department, and SEC to enable cryptocurrency in retirement solutions, further expanding the addressable market for crypto-adjacent growth stocks.
At the same time, Canton Strategic Holdings CEO Mark Wendland warned that maximum extractable value could leave tokenized stock investors paying hidden trading costs. He told crypto.news that Canton prevents validator tips and restricts visibility of pending blockchain trades. The warning followed Digital Asset co-founder and CEO Yuval Rooz's article "Front-Running Is Not Payment for Order Flow," which questioned how some public blockchains handle transaction ordering.
A Helius report documented 1.55 million sandwich transactions by one Solana trading program during the 30 days ending January 5, 2025. The program generated 65,880 SOL, worth approximately $13.43 million, in profit while paying 22,760 SOL, or $4.63 million, in Jito tips. Helius found that 16 of the 20 tokens most frequently targeted by the program had originated on Pump.fun. Rooz cited these findings while arguing that the same transaction-ordering concerns deserve scrutiny as blockchains begin supporting securities.
Wendland said the Canton Network is designed to prohibit MEV both in structure and practice. Its privacy protections prevent universal visibility of orders, and validators cannot accept payments to change their position in the transaction sequence. Canton Strategic completed its first tokenized share trades on November 4 under a U.S. Securities and Exchange Commission exemption, with Five North selling tokenized CNTN shares to DRW Cumberland and Flowdesk supplying liquidity through a permissioned trading pool. Formation Securities has separately proposed Solana-based stock trading beginning in 2027, subject to applicable requirements.
Together, these developments reflect a broader shift: institutional and traditional growth investors are moving deeper into blockchain infrastructure, while regulators and market participants are simultaneously defining how tokenized assets should trade without hidden costs.
