The PANews July 2026 Column Article Popularity Ranking TOP 10 (hereinafter referred to as "Popularity List") has been released today. We have conducted a comprehensive evaluation of all column articles on the PANews platform in July based on content quality and article readership, creating this month's popularity list.
July Review
In July, the global macroeconomic and technology sectors underwent structural adjustments. The AI narrative entered the "valuation regression" stage, the storage sector experienced adjustments, and SpaceX's stock price dropped nearly 50% from last month's high after its public listing, with a market value evaporation of over $1 trillion. The crypto market exhibited characteristics of "price rebound and liquidity shrinkage," with Bitcoin closing the month at approximately $62,900, up about 7.3% for the month, but spot trading volume fell to the lowest level since the end of 2023, recording only about $205 million in net inflows for the entire month. In addition, trading activities are migrating on-chain, with DEX spot trading volume reaching a historic high of 24% of the total.
Institutional funds are similarly becoming cautious, with the U.S. spot Bitcoin ETF recording only about $205 million in net inflows for the entire month, a new low since its listing; the Coinbase Bitcoin premium index has been in continuous negative premium since May 19 and set a record for the longest "continuous negative" at the end of July. In July, there were 30 major hacking attacks resulting in total losses of $210.3 million, a 177% month-on-month increase. Among them, a vulnerability in Coldcard hardware wallets caused losses of about $70 million, and after confirmation in early August, the subsequent losses have exceeded $100 million.
In such a narrative-intensive month, the PANews platform saw a surge of high-quality investment research and analysis content. Articles related to AI have become the most favored content by readers, with 7 out of the 10 popular articles related to AI and robotics, while the other 3 articles covered Agent payments, stablecoins, and Bitcoin mining companies.
Column Article Popularity List TOP 10
PANews has created relevant posters for the top five popular articles this month to recognize these in-depth, high-quality contents.
No.1 animajoe
animajoe mainly focuses on artificial intelligence, semiconductors, macroeconomics, and crypto tokens.
“2026-2028 AI Hardware Investment Guide: From Electronic Fabric Deadlock to Glass Substrate and CPO's Leapfrogging” In 2026, the AI computing hardware supply chain is undergoing a structural reconstruction driven by physical limits. This article deeply dissects the full industry chain from electronic fabric, copper-clad laminates to advanced packaging of TGV and CPO, clearly outlining the power map of the U.S., Japan, Taiwan, South Korea, and mainland China in various segments. Japan monopolizes key valves with Toyota looms, electronic fab, and ABF film; the U.S. controls chip architecture standards and high-end measurement equipment; Taiwan relies on the CoWoS ecosystem and TGV equipment as the manufacturing center; and mainland China achieves key breakthroughs in domestic substitution and technology positioning through companies like International Composite Materials, Honghe Technology, and Woge Optoelectronics.
No.2 Think AI
Think AI is a research institution focused on the AI field, dedicated to providing high-quality insights, data, and strategic advice to industries, enterprises, and individuals.
“Robot Girlfriends Sold Out, UBTECH Goes All-In on the Adult Market” On June 30, humanoid robot first stock UBTECH released the ultra-biomimetic U1 series robot, officially entering the emotional companionship and adult market. This series of products has already surpassed 13,300 pre-sale orders, far exceeding its total sales for 2025, due to its realistic human proportions and micro-expression interactions. However, facing the commitment of delivering 13,300 units, UBTECH still needs to overcome severe challenges related to complex mass production processes and capacity ramp-up. This article will analyze UBTECH's strategic transformation logic, explore its potential in the emotional companionship market, and discuss the potential real-world challenges this product may encounter in terms of mass production and delivery.
No.3 MSX Research Institute
MSX Research Institute is a leading research and analysis institution established by the on-chain U.S. stock and RWA (Real World Assets) trading platform MSX. It mainly relies on macro research capabilities to dissect the industry logic of global traditional U.S. stocks, cryptocurrencies, and on-chain assets.
“From HBM to Cold Storage: The Six Storage Giants at a Crossroads, What Will Drive the Next Round of Market?” The AI storage market has fully spread from the initial demand for HBM (High Bandwidth Memory) to the server DRAM, enterprise SSD, NAND, and HDD sectors. As of late July 2026, the six major storage giants—SK Hynix, Samsung Electronics, Micron, SanDisk, Western Digital, and Seagate—have generally retracted 20% to 30% from their peak levels. Analysis indicates that this market cycle is shifting from demand explosion and profit recovery to a high expectation, high volatility phase. As these six companies intensively release financial reports, their guidance on the visibility of orders for 2027, pricing power, and capacity expansion rhythm will become core variables determining the next market cycle in the storage sector.
No.4 Tiger Research
Tiger Research is a research, GTM consulting, and investment company focused on the Asian Web 3 market.
“Tiger Research: AI Agent Wallets Become a New Battlefield in Crypto, Giants Like Coinbase Early in Small Payment Layout” As AI agents become increasingly active, their demand for autonomous trading and payments is creating a whole new market for financial infrastructure. The traditional bank card system, hindered by high fees and lack of programmability, cannot support thousands of small transactions per second for agents. Crypto wallets, with their native programmability, have become the only solution. Currently, giants like Coinbase and Binance are actively laying out agent wallets, aiming to seize the future flow of funds early.
No.5 EX.IO
EX.IO is a virtual asset exchange headquartered in Hong Kong, dedicated to providing users with a safe and reliable trading platform, particularly targeted at institutions and professional investors.
“Has the AI Bubble Burst? Will the 2000 Internet Stock Crash Repeat Itself?” In July 2026, the AI computing narrative is facing unprecedented bubble pressure. From sovereign funds' reduction modeling to the surge in shorts in the on-chain derivatives market, multiple signals indicate that the AI sector is at a tipping point of valuation regression. This article deeply explores the capital migration path after the AI bubble bursts, pointing out that as trillions overflow, the RWA tokenization track, which possesses real income streams and compliant infrastructure, is becoming the structurally most advantageous alternative narrative.
No.6 Tiger Research
Tiger Research is a research, GTM consulting, and investment company focused on the Asian Web 3 market.
“Tiger Research Report: After Issuing Stablecoins, How to Make Money?” With rising expectations for interest rate cuts and increasing market competition, the issuance model relying solely on reserve interest has hit a ceiling. The real business opportunities are shifting to downstream areas such as deposits, transfers, payments, and yield generation.
No.7 168X
168X is a top dialogue platform deeply connected between East and West, dedicated to exploring how blockchain, AI, and Biotech will reshape the future.
“Seeing AI Does Not Mean Seeing the Target Right! How to Match Both Hardware and Software in the Second Half of the Year? From Big Tech, Intel to Military Industrial and Medical” U.S. stock researcher Investor TALK Jun points out that the AI market is shifting from "hype on hardware" to "verifying profits." He believes that Meta selling computing power reflects a shortage of computing rather than a bubble, and Anthropic's IPO will further clarify the path to AI commercialization. For the second half of the year, he suggests avoiding excessive pessimism and adopting a “dual repair of hardware and software” strategy.
No.8 Heart of Computing Power
Heart of Computing Power focuses on interpreting the computing power foundation of AI intelligence and crypto mining, tracking the transformation of digital energy and value.
“Under High Temperatures in the U.S., the Power Grid Sounds Red Alert, Is Bitcoin Mining the 'Scapegoat'?” In early July, affected by extreme high temperatures, the wholesale electricity price in the U.S. PJM grid skyrocketed, and the Department of Energy issued an emergency power restriction order. Bitcoin mining companies utilized the "demand response" mechanism to achieve arbitrage through shutdown compensations, causing significant reductions in electricity costs for some companies.
No.9 137Labs
137Labs focuses on uncovering real market needs to help users identify investment opportunities in the Web3 domain. They deeply research and select projects with growth potential and provide clear and understandable information support.
“From 'AI Bull Market' to 'Leverage Oscillation': Why is the South Korean Stock Market More Crazy than Bitcoin” The South Korean stock market has transformed from a barometer of the economy into an "AI index" dominated by Samsung Electronics and SK Hynix, showing a quadruple concentration of stocks, industries, derivatives, and retail investor behavior, where the daily rebalancing mechanism of single-stock leveraged ETFs has become a volatility accelerator against the backdrop of high-leverage speculation among retail investors.
No.10 Sleeping Crazy in the Rain
Sleeping Crazy in the Rain is a well-known Chinese KOL and senior researcher in the Web3 field, active on Weibo, X, and major blockchain media platforms.
“The U.S. Stock Market Long Weekend Returns: AI Speculation Enters the 'Second Half', These Three Bottlenecks Hide Great Opportunities” At the beginning of July, after a Friday market closure, Sleeping Crazy in the Rain shared his views on TSMC's financial report for the week of July 6, NVIDIA FUD, and electricity.
In Conclusion
Congratulations to the authors of the above 10 listed articles! At the same time, heartfelt thanks to all the creators who have opened columns on PANews. Your continuous output makes the content ecosystem of PANews even more exciting. We hope that everyone can join us in continuing to document the future crypto stories.
💡 Join us in building the Web3 content ecosystem:
If you have deep thoughts on the market, industry, and crypto track, and are good at writing popular event analyses, emerging project interpretations, in-depth research reports, or track observations, please do not hesitate to contact us immediately!
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The July column article list will be announced around September 5, 2026, and we look forward to seeing more new faces by then!
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