PANews's Top 10 Most Popular Articles for May 2026 (hereinafter referred to as the "Popularity Ranking") is released today. We have comprehensively evaluated all articles on the PANews platform in May based on content quality and readership to create this month's Popularity Ranking.
May Review
In May, the global macroeconomic landscape and the AI stock market narrative experienced dramatic ups and downs. As the demand for AI computing power extends to the physical limits and storage layers, chip and storage giants such as Micron and AMD are entering a supercycle, while Huawei released its "Tau Law" in an attempt to break Moore's Law. Meanwhile, Kevin Warsh was officially sworn in as the new Chairman of the Federal Reserve, taking over a complex situation intertwined with inflation and high interest rates. Furthermore, the anticipated $1.75 trillion IPO of SpaceX not only ignited the US stock market for related stocks, but the dramatic fluctuations in its pre-market token also triggered liquidations among retail crypto investors; and the huge fines faced by brokerages such as Futu and Tiger Brokers for cross-border stock trading also prompted some funds to seek new investment opportunities.
In the crypto market, funds were drained by global stock markets, ETFs continued to see outflows, BTC fell 3.5% after failing to break below $83,000, and Ethereum experienced a particularly turbulent period – not only did several core members leave the Ethereum Foundation, but the liquidation of its holdings by the Harvard endowment and Bankless co-founders also sparked heated discussions within the community about ETH's "vault logic" and value reconstruction. However, the altcoin and new narrative markets saw a surge of activity. Hyperliquid ($HYPE) was undoubtedly the biggest winner this month, not only entering the prediction market but also significantly surpassing DOGE in market capitalization; NEAR doubled its value thanks to its dual-engine strategy of AI and privacy; and AI tokens in the Base ecosystem (such as VVV and POD) and Uniswap V4 Hook concepts (SATO, uPEG, etc.) also experienced explosive growth.
In such a narrative-heavy month, PANews platform saw a surge of high-quality investment research and analysis content. Among them, columnist TinTinLand stood out, with three of his best articles making it into the Top 10 this month, making him the institutional author with the most top-ranked posts.
Top 10 Most Popular Articles
PANews created posters to recognize the top five most-read articles of the month, recognizing their depth and quality.
No.1 TinTinLand
TinTinLand is a technology community that empowers the next generation of developers by gathering, nurturing, and delivering developers to various open networks to collectively define and build the future.
Anthropic Releases "Founder's Handbook": Reconstructing the 4 Stages of Startups with AI On May 14th, AI research company Anthropic released its "Founder's Handbook," defining AI-native startups as new types of enterprises that operate with AI from day one and detailing the application of AI in the four stages of the startup lifecycle (idea, MVP, launch, and scaling). The handbook emphasizes that AI can now handle tasks such as coding, market research, and drafting fundraising materials, shifting the founder's role from executor to coordinator of AI agents. Anthropic also introduces three tools—Claude Chat, Claude Code, and Claude Cowork—to help entrepreneurs optimize their research, development, and operational processes.
No.2 CoinW Research Institute Column
CoinW Research Institute's column focuses on in-depth research into the crypto industry and on-chain data tracking, providing market trend analysis, interpretation of hot events, and project research to help users better understand the dynamics and logic of the crypto market.
" Understanding ARC: Circle's 'Second Growth Curve' " Arc, the stablecoin-native public blockchain, is scheduled to launch this summer. Arc uses USDC as its native gas token and features sub-second settlement, an embedded foreign exchange settlement engine, and a protocol-level compliance framework. It employs the Malachite consensus engine to enhance throughput. Arc aims to integrate USDC issuance, payments, institutional clearing, compliance and privacy, and AI Agent payments into a unified execution layer, becoming the settlement infrastructure for stablecoin flows. Through Arc, Circle is upgrading itself from a USDC issuer to a stablecoin settlement layer operator and plans to promote small-amount automated payments between AI Agents based on USDC.
No. 3 TIGER
TIGER is an individual user who has been active in the Web3 field since 2015, sharing personal insights and experiences.
" What is Pearl That's Going Viral? The Complete Cloud Card Rental Arbitrage Process: Profitability is Guaranteed as Long as the Rental Fee is Below 0.7U " The PoUW public chain Pearl received much attention in May. This article introduces the basic principles and operation process of Pearl public chain mining. Miners earn PRL tokens by renting cloud-based RTX 4090/5090 graphics cards and using the GPUs to run AI inference calculations. The article breaks down how to rent cards, generate a wallet, configure mining rigs, and start mining. It also provides a profit calculation formula, reminding users to calculate actual profits based on the coin price and rental fee, and warns of risks such as coin price fluctuations and rental costs.
No.4 EX.IO
EX.IO is a Hong Kong-based virtual asset exchange dedicated to providing users with a safe and reliable trading platform, especially for institutional and professional investors.
Say Goodbye to the “Gray Market”! Polymarket Enters the Compliance Track, How Will It Affect the Entire Crypto Industry? Last year, the decentralized prediction market platform Polymarket acquired the CFTC-licensed derivatives exchange QCX for $1.12 billion, successfully obtaining CFTC-approved exchange and clearing licenses. In September 2025, it received a “no action” letter from the CFTC, officially transforming from a “gray area crypto native platform” into a “federal regulated compliant financial institution.”
No. 5 Godot
Godot, formerly the chief researcher at Manta Network, has now shifted his focus to options and US stocks.
" AI Demand Hasn't Reached an Inflection Point: Analyzing Financial Reports Using Nvidia as an Example " Nvidia released its Q1 financial report on May 21st. This article uses Nvidia's latest report as an example to break down in detail how to interpret a company's financial statements. 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, who it sells to, and why customers buy into the financial statements is fundamental; 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 that empowers the next generation of developers. By gathering, nurturing, and deploying developers to various open networks, it collectively defines and builds the future.
" Sam Altman Speaks with Stripe CEO: The Era of Ideas Being More Valuable Than Code Has Arrived! " On April 30th, OpenAI CEO Sam Altman stated at the Stripe conference that AI is in a phase of rapid development, and OpenAI has transformed from a research institution into a large-scale token factory. He emphasized that AI will accelerate scientific discovery, drive research into complex diseases and breakthroughs in materials science, and reiterated OpenAI's commitment to democratizing AI for global benefit.
In May, Y Combinator released a list of over 800 AI startups, showcasing the latest trends in AI entrepreneurship. Focus areas included AI agent tools, vertical industry SaaS, AI-native agents, AI+hardware, enterprise-level AI infrastructure, and AI-accelerated scientific discovery. AI insurance and certification, representing a "risk layer," also emerged as new blue ocean opportunities. While the barriers to entry have lowered, competition has intensified, necessitating a focus on unresolved pain points.
No. 8 Go2Mars' Web3 Research
Go2Mars' Web3 Research is an investment research content platform that focuses on the Web3 field, providing in-depth industry analysis and project research, and operates in conjunction with the Go2Mars ecosystem incubator.
The " 2026 DePIN Computing Power Report: Where are the Opportunities Hidden When AI Agents Become the Largest Buyers of DePIN? " indicates that the global DePIN market's annualized revenue is projected to exceed $200 million in 2026. Leading projects such as Aethir, io.net, and Akash have established a tiered structure, attracting non-crypto-native enterprise clients and gradually realizing revenue. Decentralized GPUs demonstrate price and flexibility advantages in AI inference, fine-tuning, and data preprocessing scenarios, but still face challenges such as stability and SLA guarantees. Over the next 12-18 months, opportunities in the sector will focus on tool layers, vertical applications, and innovations in token economics.
No. 9 Miscellaneous Thoughts on Seeing the Big Picture from Small Details
This is a collection of short essays focusing on the metal and mineral cycles, and a personal hobby of reading reports.
Morgan Stanley's " 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy Chinese Chips, Avoid Traditional Sectors " indicates that global AI capital expenditure is projected to reach $685 billion in 2026, a 95% year-on-year increase. Computing power supply is shifting from NVIDIA's monopoly to a three-pronged approach involving GPUs, ASICs, and domestically produced Chinese chips, with strong growth certainty in the advanced packaging and testing equipment sector. Chinese AI chips are accelerating their substitution under export controls, with Huawei holding a 62% market share, making Cambricon the top pick. The report recommends focusing on TSMC, testing equipment (Honda Precision/Yingwei/MPI), and leading domestic chip manufacturers, while avoiding the strong recovery expectations in non-AI semiconductors and focusing on investment opportunities in HBM storage and AI infrastructure.
No. 10 IOSG
IOSG is a pioneering cryptocurrency fund that invests in the future of Web3. As a theme-driven firm, IOSG Ventures assists founders in developing community-driven protocols designed to transform the crypto space.
" IOSG: Crypto Didn't Die After Developer Numbers Halved; It Just Gave Talent to AI " The number of Crypto developers decreased from 45,000 in 2022 to approximately 23,000 in 2026, but developers with more than two years of experience accounted for 70%, a record high, indicating an increase in the industry's core density. The mechanism design capabilities accumulated by Crypto Builder are being re-evaluated in the AI era, helping to solve problems related to AI computing power allocation, governance incentives, and payments.
at last
Congratulations to the authors of the 10 articles that made the list! We also sincerely thank all the creators who have columns on PANews; your continued contributions make PANews' content ecosystem even more vibrant. We hope everyone will continue to join us in recording the future of crypto stories.
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The list of top articles for June will be released around July 5, 2026. We look forward to seeing more new faces then!
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