The PANews May 2026 Special Column Article Popularity Ranking TOP10 (hereinafter referred to as "Popularity Ranking") has been released today. We have conducted a comprehensive evaluation of all column articles on the PANews platform for May based on content quality and article readership, creating this month's popularity ranking.
May Review
In May, the global macro and AI stock market narratives fluctuated. As the demand for AI computing power spread to physical limits and storage layers, chip and storage giants like Micron and AMD entered a super cycle, while Huawei released the "τ law" in an attempt to break through Moore's Law. Meanwhile, the newly appointed Federal Reserve Chairman Kevin Warsh was officially sworn in, taking on the complex situation of intertwined inflation and high interest rates. Additionally, SpaceX's $17.5 trillion IPO expectations not only sparked excitement in U.S. concept stocks but also led to severe volatility in its pre-market tokens, triggering liquidations among crypto retail investors; while brokerages like Futu and Tiger faced hefty fines due to cross-border stock trading, prompting some capital to seek new avenues.
In the cryptocurrency market, funds have been drained by the global stock market; ETFs continued to flow out, and BTC was rejected below 83,000, closing down 3.5%. Ethereum faced a "troubled season"—not only did several core members leave the Ethereum Foundation, but the liquidation by Harvard Fund and Bankless founders sparked intense discussions in the community about ETH's "treasury logic" and value reconstruction. However, the altcoin and new narrative markets were bustling with activity. Hyperliquid ($HYPE) was undoubtedly the biggest winner this month, not only entering the prediction market but also seeing its market cap strongly surpass DOGE; NEAR doubled its value thanks to dual drives from AI and privacy; Base's AI tokens (such as VVV, POD) and the Uniswap V4 Hook concept (SATO, uPEG, etc.) also experienced explosive growth.
In such a narrative-dense month, the PANews platform produced a wealth of high-quality investment research and analysis content. Among them, the column author TinTinLand stood out, with three outstanding works appearing in the TOP 10, making it the institutional author with the most entries on the list.
Column Article Popularity Ranking TOP 10
PANews created related posters for the five most read articles this month to commend these in-depth, high-quality contents.
No.1 TinTinLand
TinTinLand is a technology community empowering the next generation of developers, gathering, nurturing, and delivering developers to various open networks to collaboratively define and construct the future.
《Anthropic releases the "Founder's Manual": Four Stages of Entrepreneurship, All Reconstructed with AI》On May 14, AI R&D company Anthropic released the "Founder's Manual," defining AI-native startups as new types of enterprises that operate their business with AI from day one, detailing the applications of AI in the four stages of the entrepreneurial lifecycle (idea, MVP, launch, scale). The manual emphasizes that AI can handle tasks such as code writing, market research, and drafting financing materials, with the founder's role shifting from executor to coordinator of AI Agents. Anthropic also introduced three major tools: Claude Chat, Claude Code, and Claude Cowork, which help entrepreneurs optimize research, development, and operational processes.
No.2 CoinW Research Institute Column
CoinW Research Institute Column focuses on in-depth research in the cryptocurrency industry and on-chain data tracking, offering market trend analysis, interpretation of hot events, and project research, helping users better understand the dynamics and logic of the cryptocurrency market.
《Understanding ARC: Circle's "Second Growth Curve"》 The stablecoin native public chain Arc plans to launch this summer, using USDC as its native Gas token, featuring sub-second settlements, an embedded foreign exchange settlement engine, and a protocol-level compliance framework, using the Malachite consensus engine to enhance throughput. Arc aims to integrate the issuance, payment, institutional clearing, compliance privacy, and AI Agent payments of USDC into a unified execution layer, becoming the settlement infrastructure for stablecoin liquidity. Circle upgrades from being the issuer of USDC to an operator of the stablecoin settlement layer through Arc, and plans to promote small automatic payment scenarios based on USDC among AI Agents.
No.3 TIGER
TIGER is an individual user active in the Web3 field since 2015, sharing personal insights and experiences.
《What is the Pearl that is trending? Full process of cloud rental card arbitrage: as long as the rent is below 0.7U, it is a profit》 The PoUW public chain Pearl was highly discussed in May; this article introduces the basic principles and operating processes of mining on the Pearl public chain, where miners rent cloud RTX 4090/5090 graphics cards to run AI inference computing to earn PRL tokens. The article breaks down how to rent cards, generate wallets, configure mining machines, and start mining while providing a revenue calculation formula, reminding users to calculate actual profit based on coin price and rent, and warning of risks such as coin price fluctuations and rental costs.
No.4 EX.IO
EX.IO is a virtual asset exchange based in Hong Kong, committed to providing users with a secure and reliable trading platform, especially for institutional and professional investors.
《Goodbye to the "Gray Gamble"! Polymarket enters the compliance track, how does it affect the entire crypto industry?》 The decentralized prediction market platform Polymarket acquired CFTC-licensed derivatives exchange QCX for $1.12 billion last year, successfully obtaining CFTC-approved exchange and clearing licenses, and received a "no action" letter from CFTC in September 2025, officially transforming from a "crypto-native platform in the gray area" to a "compliant financial institution under federal regulation."
No.5 Godot
Godot was the chief researcher of Manta Network and has now shifted focus to options and U.S. stock markets.
《AI demand shows no turning point, taking Nvidia's financial report as an example, discussing how to analyze financial reports》 Nvidia released its Q1 financial report on May 21; this article uses Nvidia's latest financial report as an example to detail how to interpret a company's financial report. The content covers seven key steps: company business model, revenue growth quality, profit margin, cash flow, balance sheet, management guidance, and valuation analysis. The article emphasizes that understanding what the company sells, to whom, and why customers choose to pay is the basis for reading financial reports; analyzing the sources, quality, and sustainability of revenue growth is key to judging the company's health and potential.
No.6 & No.7
TinTinLand is a technology community empowering the next generation of developers, gathering, nurturing, and delivering developers to various open networks to collaboratively define and construct the future.
《Sam Altman talks with Stripe's CEO: The era where ideas are worth more than code has arrived!》 On April 30, OpenAI CEO Sam Altman stated at the Stripe conference that AI is in a stage of rapid development, and OpenAI has transitioned from a research institution to a large-scale token factory. He emphasized that AI will accelerate scientific discovery, drive research on complex diseases, and achieve breakthroughs in materials science, reiterating OpenAI's commitment to democratizing AI for global benefit.
《The 800 AI companies that Y Combinator backed are all doing these "boring" things》 In May, Y Combinator released a list of over 800 AI startups showcasing the latest trends in AI entrepreneurship. AI agent tools, vertical industry SaaS, AI-native agents, AI + hardware, enterprise-level AI infrastructure, and AI acceleration of scientific discovery have become focal points. AI insurance and certification as "risk layers" have also emerged as new blue oceans. The threshold for startups has lowered, but competition has intensified, requiring focus on unresolved pain points.
No.8 Go2Mars's Web3 Research
Go2Mars's Web3 Research is a content platform focusing on the Web3 field, providing in-depth industry analysis and project research, operating based on the Go2Mars ecosystem incubator.
《2026 Computing Power Research Report: As AI Agents become the biggest buyers of DePIN, where are the opportunities hidden?》 In 2026, the global DePIN track's annualized revenue is expected to exceed $200 million, with leading projects like Aethir, io.net, and Akash forming a layered pattern, attracting non-crypto native corporate clients, gradually realizing revenue realization. Decentralized GPUs demonstrate advantages in price and flexibility in AI inference, fine-tuning, and data preprocessing scenarios, but still face challenges such as stability and SLA guarantee. In the next 12-18 months, the track opportunities will focus on tool layers, vertical applications, and token economics innovation.
No.9 Micro Observations and Insights
Micro Observations and Insights focuses on metal mineral cycles and regularly enjoys reading reports.
《Morgan Stanley's 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy Chinese Chips, Avoid Traditional Tracks》 Morgan Stanley's report indicates that global AI capital expenditures are expected to reach $685 billion in 2026, a 95% year-on-year increase. The supply of computing power is shifting from NVIDIA's monopoly to parallel operations of GPUs, ASICs, and Chinese local chips, with strong growth certainty in advanced packaging and testing equipment tracks. In the context of export control, Chinese AI chips are accelerating to replace, with Huawei holding a 62% market share, and Cambricon being the preferred target. The report recommends focusing on Taiwan Semiconductor Manufacturing Company, testing equipment (Hongjin Precision/Yingwei/MPI), and domestic chip leaders, avoiding non-AI semiconductor recovery expectations, and focusing on HBM storage and AI infrastructure investment opportunities.
No.10 IOSG
IOSG is an innovative cryptocurrency fund investing in the future of Web3. As a theme-oriented company, IOSG Ventures assists founders in developing community-driven protocols aimed at transforming the cryptocurrency space.
《IOSG: After the number of developers halved, Crypto did not die, it just handed over talent to AI》 The number of Crypto developers dropped from 45,000 in 2022 to about 23,000 in 2026, but the proportion of developers with more than two years of experience reached 70%, a record high, indicating an increase in industry core density. The mechanism design capabilities accumulated by Crypto builders are being re-evaluated in the AI era, helping to solve issues like AI computing power allocation, governance incentives, and payments.
Finally
Congratulations to the authors of the ten articles listed above! At the same time, heartfelt thanks to all creators who have opened columns on PANews; your continuous output makes the content ecosystem of PANews even more wonderful. We hope everyone can join us in continuing to record the future crypto stories.
💡 Join us in building the Web3 content ecosystem:
If you have deep insights into the market, industry, and crypto track, and are good at writing analyses of popular events, interpretations of emerging projects, in-depth research reports, or track observations, please do not hesitate to contact us immediately!
Traffic Support: PANews will recommend high-quality content to the homepage and provide comprehensive exposure such as top placements, APP push notifications, banner displays, and core community dissemination.
Author Rights: Excellent authors will receive exclusive recommendation display positions on the homepage.
The June column article ranking will be announced around July 5, 2026, and we look forward to seeing more new faces then!
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