Gate Research Institute: 2025 Second Half Meme New Narrative Guide

CN
10 hours ago

Preface

“Dogecoin might be my favorite because it started as a joke but showcased the absurd charm of cryptocurrency.” Elon Musk, who just stepped down as the U.S. government’s efficiency chief, once commented on DOGE in 2021. As he said, Memecoins often display their absurdity and randomness, which is also why financial institutions have always been unable to bet on Memecoins. Since the establishment of the Meme concept, Memecoins have been a feast for retail investors and KOLs, with platforms like Pump.fun, GMGN, and BullX becoming the “arenas” for traders' PVP.

In this new cycle, the gameplay of Memecoins has continuously evolved, with one type driven by social media KOLs, who promote their managed Memecoins through meticulously planned event marketing. Solana co-founder Anatoly appeared in a green dragon costume to boost the token Silly Dragon; Elon Musk renamed his Twitter to Kekius Maximus, causing the similarly named Memecoin to surge a hundredfold; even the MUBARAK, which saw a spike in on-chain activity in March, is a concrete manifestation of this type of gameplay. The pinnacle of this phenomenon is the TRUMP token issued by former U.S. President Trump, which skyrocketed over 70 times within a day without any prior hype.

However, for retail investors, capturing the first wave of KOL-driven Memecoin opportunities is extremely difficult, as cryptocurrency trading is continuous 24/7. Retail investors cannot determine when KOLs will launch tokens or when they will tweet and enter the market with large funds to quickly drive up token prices. More often than not, they can only participate in the second wave of opportunities, but most of these Memecoins do not have a second wave of market activity and quickly enter a death spiral.

In fact, for retail investors, another type of Meme market opportunity is easier to predict. This type of Meme is the on-chain manifestation of concepts that have exploded in the real world. Since the IP itself is not a physical asset, it cannot currently find mapping on-chain through RWA methods, so it can only bring its popularity to the chain in the form of Memecoins. Representative examples include Memecoins related to the game “Black Myth: Wukong,” the movie “Nezha,” the large model “DeepSeek,” and “Grok.” Taking Black Myth: Wukong as an example, before the game launched, the studio had released multiple demo videos to generate pre-launch hype, allowing players to anticipate the game's popularity upon its official release.

This article will focus on the significant cultural events and AI technology iterations expected to occur in the second half of 2025. The reason is that the main group of Memecoin traders is Gen Z users, who pay particular attention to new content and new technologies. The following sections will categorize and elaborate on major events in the video game, film and television, streaming platforms, and artificial intelligence industries in the second half of 2025, allowing traders to preemptively position themselves for potential Memecoin trading opportunities arising from these significant events.

Risk Warning: The Memecoins mentioned in this article that may be issued in the future do not constitute investment advice. On-chain Memecoin trading carries high risks, and investors should participate cautiously.

1. Video Games

Game users and cryptocurrency traders overlap significantly, with the main participants being young people from Gen Z. The GameFi narrative has become one of the major narratives in the Web3 industry, where non-full-chain games essentially integrate on-chain trading systems within the framework of Web2 game types. Since blockchain games focus more on the financial attributes of Play-to-earn, even widely recognized games like Axie Infinity, Lumiterra, and Big Time have not managed to break out of the original Web2 game framework at the product level to create a greater impact.

The AAA game “Black Myth: Wukong,” based on the fantasy theme of Journey to the West, is one of the most successful games of 2024. Its IP influence has far exceeded the gaming category, driving prosperity in related fields such as literature, history, and tourism. Objectively speaking, the IP influence of Web2 games remains enormous, with major titles like World of Warcraft, Final Fantasy, and League of Legends having a substantial number of loyal fans, while Web3 games still lag behind in terms of IP influence.

When mainstream Web2 game IP holders explore integration with Web3, they generally prioritize NFT issuance as the preferred path, aiming to achieve the transformation of IP into blockchain games through chain reform and to NFT-ize core game assets (such as characters, equipment, and skins). Although this model is logically coherent, in practice, many classic IP blockchain game projects have encountered commercial failures. The core issue lies in: on one hand, the quality of chain-reformed games often declines compared to the original works, failing to meet the high expectations of IP native fans regarding the gaming experience; on the other hand, the economic model (especially the gold farming mechanism) has significant flaws, failing to provide participants with sustainable profit expectations. This dual loss situation, where it cannot attract core players and is difficult to maintain the gold farming ecosystem, leads to a breakdown of the commercial loop, resulting in a significant contraction in the NFT issuance popularity and market share of classic game IPs in recent years.

During the market vacuum period formed by the cooling of the classic IP chain-reformed NFT path, the rapidly evolving cryptocurrency sector witnessed the rise of game IP-related Meme tokens. Unlike NFTs, the Meme token market exhibits highly decentralized and native characteristics: the issuing entities are usually not official project parties but are led by anonymous teams, generally having no direct connection with the original IP operation and development teams. Under the same high-heat IP, multiple similarly named Meme tokens often emerge simultaneously, entering a brutal selection phase based on liquidity and capital intensity—tokens with large trading volumes and substantial capital reserves create a significant “liquidity siphon effect,” dominating the Meme narrative of that IP and becoming the leaders, while the remaining similarly named tokens with insufficient liquidity generally fall into a price decline channel until they reach zero. This process is essentially a spontaneous market redistribution of the attention value of IP and a capital game.

1.1 Review of the Memecoin Events of “Black Myth: Wukong”

“Black Myth: Wukong” is a AAA game developed by Hangzhou Game Science Studio over four years, set against the backdrop of Journey to the West. Before the game’s release, the studio had released multiple demo trailers to generate hype. On August 20, 2024, “Black Myth: Wukong” was released on multiple platforms including Steam, WeGame, and Epic, quickly surpassing 1 million copies sold. By the end of December 2024, the game had sold 28 million copies and became one of the most significant cultural phenomena of 2024, with related content creation and audio-visual programs driving the entire gaming industry. “Little Thunder Sound Temple,” “Lingji Bodhisattva,” and “Erlang Shen” became popular internet memes among gamers.

Driven by the unprecedented popularity spillover effect of the game, the on-chain Meme coin market responded rapidly. According to data monitoring from gmgn.ai, the similarly named token “WuKong” on the Solana chain recorded a single-day increase of over 100,000%, with some users achieving short-term arbitrage of $350,000 within 5 hours. Notably, the market exhibited typical “survival of the fittest” characteristics: 1) Intra-chain competition: multiple “WuKong” liquidity pools emerged on Solana, showing significant differentiation; 2) Cross-chain spread: similarly named tokens also appeared on ETH, BNB, Base, etc., with varying increases; 3) Liquidity is king: the token that ultimately dominated (with the highest increase) had its contract address locked with significantly higher liquidity than its competitors, fully confirming the winner-takes-all rule under the “liquidity siphon effect” in the Meme coin field.【1】

Figure 1: The trend of the WUKONG token on the Solana chain

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

1.2 Anticipated Games in the Second Half of 2025

1.2.1 “Ming Dynasty: Feather of the Abyss”

Release Date: July 24, 2025

Game Type: ARPG

Game Studio: Lingze Technology

Distribution Channels: Steam, Epic

Price: 249 Yuan

As a domestic AAA title with a historical theme and mythological legends, “Ming Dynasty: Feather of the Abyss” shares a high degree of similarity with “Black Myth: Wukong” in terms of game themes, with the main difference being that the IP of Journey to the West has a greater influence in the Chinese-speaking world. However, for players who enjoy ARPGs, the development of the DLC for “Black Myth: Wukong” will require some time, making “Ming Dynasty: Feather of the Abyss” a good alternative during this period.

The story of “Ming Dynasty: Feather of the Abyss” also has a certain level of topicality, taking place in the war-torn and massacre-ridden Shu region during the late Ming Dynasty. The game attempts to immerse players in a fictional historical environment of the late Ming Dynasty, where players will take on the role of the amnesiac female protagonist, Wuchang, striving to find a way to resurrect her sister. The game draws inspiration from ancient Shu civilization, based on real historical sites such as the Sanxingdui site and Jinsha site, and incorporates historical or mythological elements depicted in literary works like “Chronicles of the Shu Kings,” “Jinse,” and “Shan Hai Jing.”【2】

Figure 2: Promotional image for “Ming Dynasty: Feather of the Abyss”

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

From the feedback of players who have already experienced the game battles, the overall fundamentals of the game are quite good. Among the players who participated in the closed beta, 42% believe that while the game is not as good as “Black Myth: Wukong,” the gap is not significant. A game UP master from Bilibili with over a million followers, IGN China, participated in the game’s closed beta and gave high praise for the game’s smoothness, action design, and level difficulty. The game’s English name uses the protagonist’s name “Wuchang,” titled “WUCHANG: Fallen Feathers.” Therefore, from the perspective of creating a Memecoin, WUCHANG could be a potential name to use.

Game breakout potential: ⭐️⭐️⭐️⭐️

Game IP recognition: ⭐️⭐️

Memecoin comprehensive index: ⭐️⭐️⭐️

1.2.2 “Borderlands 4”

Release Date: September 12, 2025

Game Type: FPS

Game Studio: GearBox

Distribution Channels: Steam, Epic

Price: To be announced

The Borderlands series is a highly influential game IP among the Western gaming community, with cumulative global sales of over 93 million copies for the first three games as of June 2025. Set in a Western-themed world, players continuously search for firearms on the map and battle bosses in various levels. The game's appeal lies in its humorous character expressions, with protagonists often joking with players through their dialogue. 【3】

In terms of gameplay, “Borderlands 4” has several improvements compared to its predecessors. Gearbox founder and president Randy Pitchford stated, “The verticality of ‘Borderlands 4’ will far exceed any previous ‘Borderlands’ game. The team has added more cool features to the large map than ever before. The game even includes an AI-driven navigation system that displays GPS routes on the large map, guiding players on where to go.” 【4】

Figure 3: Promotional image for “Borderlands 4”

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

As a globally recognized game IP, Borderlands has also garnered significant attention from on-chain users. According to GMGN data, the similarly named Memecoin for Borderlands on the Solana chain has been issued multiple times, but due to insufficient liquidity, it is no longer tradable. The release of “Borderlands 4” after a six-year hiatus may reactivate the popularity of this IP, bringing more speculative trading opportunities for on-chain Memecoins.

Game breakout potential: ⭐️⭐️⭐️

Game IP recognition: ⭐️⭐️⭐️⭐️

Memecoin comprehensive index: ⭐️⭐️⭐️

1.2.3 “Pokémon Legends Z-A”

Release Date: October 16, 2025

Game Type: RPG

Game Studio: GAME FREAK

Distribution Channels: Switch

The global influence of the Pokémon IP needs no further elaboration, as it has permeated every corner of daily life, from anime to blockbuster films, from games to TCG cards, and from plush toys to electronic pets. In 2023 and 2024, Pokémon only released the DLC for “Pokémon Scarlet/Violet” as an expansion product. The goal is to build momentum for the release of two breakout potential games in 2025: “Pokémon Legends Z-A” and “Pokémon Champions.” 【5】

Figure 4: Promotional image for “Pokémon Legends Z-A”

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

Since the release of the first-generation Pokémon game, the game has adopted a turn-based model, which has been used in subsequent sequels. However, this relatively monotonous mechanism has been criticized by some Pokémon players. This time, “Pokémon Legends Z-A” will completely break the constraints of turn-based combat, shifting to real-time battles where players can act in coordination with Pokémon, with the combat system leaning more towards action games. Under the new game mechanics, Pokémon skills will increase various new parameters such as attack range, attack area, and attack speed, providing players with a more immersive RPG experience.

The main characters in this game are the protagonists from the second-generation Pokémon story. According to information released on the official website, Chikorita, Tepig, and Totodile have been confirmed to appear in the game. Although the popularity of these three Pokémon is not as high as that of the first-generation Bulbasaur, Charmander, and Squirtle, the second-generation “starter Pokémon” also has its distinct characteristics. Additionally, familiar Pokémon such as Pikachu, Magikarp, and Pidgey will also appear in the new game. Furthermore, well-known Pokémon like Dragonite, Starmie, and Venusaur will join Mega Evolution. Overall, players can have high expectations for this new release. However, on the other hand, due to the smaller audience for Switch games compared to PC and mobile games, the difficulty of further breaking out may be relatively greater.

Due to the immense influence of the Pokémon IP, several Memecoins related to Pokémon have already been issued on-chain. According to Coinmarketcap data, currently, some Memecoins maintaining a certain trading volume include Pikaboss, based on Pikachu, with a market cap of $24 million; Snor, based on Snorlax, with a market cap of $73,000; and Suirtle, based on Squirtle, with a market cap of $9,200 (data as of June 13, 2025). 【6】【7】【8】

Figure 5: Issued Memecoins related to Pokémon

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

In terms of future new Memecoin releases, in addition to the aforementioned popular Pokémon like Pikachu, Chikorita, Tepig, Totodile, and Dragonite, traders can also pay attention to some cat and dog-related IPs from the second generation of Pokémon. This is because the cat-and-dog battle narrative is a recurring theme in the Memecoin world. Cat and dog-related IPs from the second generation of Pokémon include Meowth, Houndour, Smeargle, and Arcanine, which can be key focuses.

Game breakout potential: ⭐️⭐️⭐️

Game IP recognition: ⭐️⭐️⭐️⭐️⭐️

Memecoin comprehensive index: ⭐️⭐️⭐️⭐️

1.3 Other Games

In addition to the three major games mentioned above, other games that may have breakout potential in the second half of the year include the Switch action game “Donkey Kong: Banana Mania” released on July 17, the first-person shooter “Lost Starship: Marathon” released on September 23, and the open-world adventure game “Soul of Mount Yao” released on October 2. While these games also have good attention, the highly anticipated game “Grand Theft Auto 6,” originally scheduled for release in the summer of 2025, has a similarly named Memecoin, GTA6, with a market cap of $60,600. However, the game has been postponed to 2026, resulting in one less domain with huge explosive potential for game-related Memecoins in the second half of the year. 【9】

2. Film and Art

As an art form, film attracts a wide audience across multiple age groups, and the mainstream audience for different types of films is not limited to a single generation. This sharply contrasts with video games and Memecoins, which primarily attract Gen Z. In recent years, there have been relatively few successful cases of combining film with cryptocurrency technology. For example, Wong Kar-wai auctioned precious footage in NFT form, and Hollywood blockbusters like “Spider-Man” promoted their films by offering NFTs with ticket purchases, but the impact of these attempts has largely been confined to the film industry and has not generated widespread attention. 【10】

In the film industry, NFTs are often viewed as digital collectibles, similar to rare movie posters, with investors hoping for their value to appreciate. This is in stark contrast to NFTs in the gaming sector, which have practical utility (such as equipment that can be used for “gold farming” in games). Film NFTs lack functional use, and some rare NFTs issued by production companies are priced high, limiting their appeal to the general audience—especially younger demographics.

At the same time, Memecoins issued by unofficial parties, with their low prices and abstract, entertaining characteristics, have become another important cultural dissemination form in the Web3 world, particularly popular among economically constrained young people. In contrast, the high pricing of NFTs primarily attracts high-net-worth individuals, making it difficult for their influence to spread, while the low barriers and community-driven nature of Memecoins make them more likely to achieve viral spread among younger groups. After the release of the 2023 film “Barbie,” several Memecoins related to Barbie dolls quickly gained popularity on the blockchain, showcasing the potential for commercializing film IP on-chain.

2.1 Review of the Memecoin Events of “Nezha: The Devil's Child”

“Nezha: The Devil's Child” is the second sequel to the Nezha movie, and since “Nezha: The Devil's Child” has already received widespread recognition for its quality, the success of the second film is somewhat predictable. “Nezha: The Devil's Child” has almost dominated the Chinese mainland's Spring Festival film market, with its total box office exceeding 14 billion RMB, making it the seventh highest-grossing film in global box office history.

The popularity of the Nezha IP has also led to the issuance of similarly named tokens on multiple public chains, among which the NEZHA Memecoin on the BSC chain quickly became the leader among similarly named tokens due to its strong financial backing and continuous community airdrops on-chain. When the token launched on February 9, its price was $0.000063. With the increasing popularity of the Nezha movie IP and continuous capital inflow, the token price surged to $0.0023 on February 17, an increase of over 30 times. However, as time passed, the film's popularity began to wane, and on June 4, the project team officially announced on the X social media platform that they would be launching a new project and would no longer focus their promotional efforts on the NEZHA Memecoin. 【11】

Figure 6: NEZHA token price trend chart

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

2.2 Anticipated Movies in the Second Half of 2025

2.2.1 “The Little Monster of Langlang Mountain”

Release Date: August 2, 2025

Movie Type: Animation

Movie Distributor: Shanghai Animation Film Studio

Director: Yu Shui

Main Voice Actors: Zhang Yunming, Cai Zhuangzhuang

“The Little Monster of Langlang Mountain,” originally titled “The Summer of Little Monsters: Once Upon a Time on Langlang Mountain,” is adapted from the first story of the short series “Chinese Tales,” titled “The Summer of Little Monsters.” This series is co-produced by Shanghai Animation Film Studio (Shangmei) and Bilibili (B Station), focusing on Chinese-style “monster” stories, blending traditional culture with modern creativity, and presenting a collection of Chinese fantasy animated shorts. Since its launch in 2023, “Chinese Tales” has become one of the best-reviewed domestic animations of the year, thanks to its unique artistic expression and profound cultural connotation. As of now, it has accumulated over 300 million views on Bilibili and has been broadcast multiple times on Shanghai Oriental TV, with its IP influence continuing to expand, demonstrating its dual potential in cultural and market fields.

“The Little Monster’s Summer” is the most relaxed and thought-provoking among the ten stories, thus possessing good potential for further commercialization. In “The Little Monster’s Summer,” the little pig monster starts from the plight of a “working person,” gradually awakening self-awareness, assisting Tang Seng and his three disciples, experiencing a plot twist of being “defeated” by Sun Wukong and ultimately surviving, which shapes a complete character arc. This character growth trajectory not only endows the little pig monster with a distinct personality charm but also accumulates widespread popularity, laying a solid foundation for the further expansion of the IP. The new work “The Little Monster of Langlang Mountain” tells the story of the little pig monster subsequently teaming up with the toad spirit, weasel spirit, and gorilla monster to form a “grassroots scripture-seeking team” embarking on an adventure to the West. 【12】

Figure 7: Promotional image for “The Little Monster of Langlang Mountain”

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

The English title of “The Little Monster’s Summer” is Nobody. If the film performs well at the box office and receives good reviews after its release in August, attention can be paid to on-chain Memecoins related to the name “Nobody.”

Movie box office potential: ⭐️⭐️⭐️

Movie IP recognition: ⭐️⭐️⭐️

Memecoin comprehensive index: ⭐️⭐️⭐️

2.2.2 “Zootopia 2”

Release Date: November 26, 2025

Movie Type: Animation

Movie Distributor: Disney

Director: Byron Howard

Main Voice Actors: Jason Bateman, Ginnifer Goodwin, Shakira

The first “Zootopia” was launched globally in 2016, achieving not only box office success but also widespread acclaim from audiences and critics, with a Douban movie rating of 9.2. After a decade, Disney is releasing the second installment of this animated film, and the movie trailer has already garnered over 8 million views on YouTube. Since the trailer does not provide much information about the plot, audiences will have enough freshness regarding the new story. It has been confirmed that a snake named Gary will become a new character in the second film, representing the Chinese element of the Year of the Snake in 2025. 【13】

Figure 8: Promotional image for “Zootopia 2”

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

The zoo theme is also a hot topic in Memecoin narratives, making the film's story highly compatible with Memecoins. It is expected that important characters from the movie, such as Officer Judy, Fox Nick, Snake Gary, and Chief Clawhauser, will have opportunities to become popular Memecoins, which investors can focus on.

Movie box office potential: ⭐️⭐️⭐️⭐️

Movie IP recognition: ⭐️⭐️⭐️⭐️⭐️

Memecoin comprehensive index: ⭐️⭐️⭐️⭐️

2.3 Other Movies

Currently, the Memecoin market primarily features cartoon characters as mainstream themes. While live-action films have broad topicality, their influence in the Memecoin field remains relatively limited. Quentin Tarantino’s “Kill Bill” is an exception; this classic cult film has spawned multiple similarly named Memecoins due to its unique cultural status. These tokens are mainly issued on the Solana chain, but most Memecoins still end up with depleted liquidity.

Looking ahead to the second half of 2025, several classic IP sequel films are set to be released, including “Jurassic Park 4: Rebirth,” “Superman,” and “Avatar 3: Fire and Ash.” The target audience for these films tends to be older mainstream demographics, which overlaps less with the core user profile of on-chain PVP and Memecoin communities. Nevertheless, Memecoin investors can still pay attention to derivative content (such as memes or fan art) generated from these films. Some derivative works are expected to ferment within the Memecoin community, becoming subcultural phenomena or bringing new trend opportunities to the market. 【14】

3. Streaming Platforms

Compared to traditional content media such as newspapers, books, movies, and television, Generation Z is more accustomed to using streaming platforms represented by TikTok. These platforms excel at creating hot topics and, through smart algorithm recommendations, keep teenagers engrossed, even filling the fragmented time of working individuals with short videos. Due to the large user base of streaming platforms, they also provide video creators with various monetization models, including paid content, ad revenue sharing, and live-streaming sales. Issuing Memecoins has become a newly discovered quick monetization method for creators on streaming platforms in recent years.

The Memecoin narrative on streaming platforms is more diverse compared to traditional channels, including various types of Memecoins such as internet-famous animals, cartoon characters, and real-life memes. Among them, TikTok has become the largest Memecoin production factory among streaming platforms. Coingecko has set up a separate category for TikTok Memes, with a total market cap of $257 million (data as of June 13, 2025). Major Memecoins include Moo Deng, Just a Chill Guy, Skibidi Toilet, etc. 【15】

Figure 9: Coingecko platform TikTok Meme section

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

To capture hot topics on streaming platforms and seize opportunities to issue Memecoins, investors have gradually formed a systematic, data-driven methodology to efficiently identify potential viral content and convert it into financial assets. Core methods include using the TikTok Creative Center to analyze current trends on the platform, focusing on popular keywords, short video content types, and user interaction data to accurately pinpoint high-heat tags and topics. Additionally, investors combine industry screening mechanisms to monitor the speed of social media dissemination, user engagement, and the cultural resonance potential of content, further filtering out hot IPs with Memecoin issuance potential.

3.1 Just a Chill Guy Event Review

The popularity of Chill Guy began in November 2024, based on the “Chill Guy” cartoon dog character launched by American artist Phillip Banks on Instagram in October 2023. Chill Guy quickly gained popularity on social media due to its casual attire and “laid-back” attitude. It gradually became a mental remedy for young people dealing with stress and depression on TikTok. In August 2024, Chill Guy further exploded in popularity on TikTok by combining with other popular memes, generating a large amount of derivative content. Subsequently, Chill Guy was transformed into a Memecoin—CHILLGUY, which saw its price rise over 40 times in a short period due to TikTok’s viral spread. 【16】

However, the success of CHILLGUY also sparked controversy. Creator Phillip Banks publicly stated that he had never authorized anyone to use the Chill Guy character to issue cryptocurrency or create merchandise, accusing related actions of copyright infringement. Banks has applied for copyright for Chill Guy and plans to take legal action against illegal profiteering.

Figure 10: Just a Chill Guy price trend chart

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

3.2 TikTok Potential IP

The phenomenon of internet celebrities rising to fame on streaming platforms is highly random, significantly differing from traditional entertainment forms such as movie releases or game launches. The latter typically have clear time nodes as references, while the former’s popularity bursts are difficult to predict accurately. Therefore, when assessing the potential for Memecoin issuance, investors should not overly rely on time factors for linear deductions. For example, the rapidly rising popularity of "Just a Chill Guy" at the end of 2024 and the phenomenon-level Memecoin Pepe both did not see related Memecoins launched immediately after the creators completed the IP character creation; instead, they underwent varying degrees of incubation and market fermentation. This indicates that the successful issuance of Memecoins is related to the maturity of the IP character, the characteristics of the dissemination platform, and the mainstream social ideology.

Table 1: Summary of Memecoins Issued on TikTok Platform

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

Note: In the table statistics, only the highest market cap Memecoins with the same name are counted, and only the TikTok accounts with the highest follower counts are counted. Market cap data is sourced from Coingecko.

3.2.1 That Little Puff

That Little Puff is a TikTok account featuring the adorable ragdoll cat Puff as the main character, incubated by the Chinese company Puff Media, and has become one of the most popular pet accounts globally. The account features Puff’s humorous cooking, daily life, and creative DIY videos, with content that is funny and healing, attracting over 32 million TikTok followers. Puff’s videos not only showcase its unique charm as a “cat chef” but also convey joy through carefully designed short video plots. Puff has launched a web-based store where fans can purchase products related to the IP. 【17】

Figure 11: That Little Puff’s TikTok account

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

Currently, a Memecoin named That Little Puff has appeared on the Solana chain, issued by the on-chain address 5241BV on the Pump.fun platform, with a current market cap of $1.91 million. The market cap at the time of the Memecoin's launch was $240,000, and its token reached a peak market cap of $17.7 million, growing over 70 times. It is expected that more Puff-related Memecoins will emerge in the future, and traders still have opportunities to capture investment chances related to this IP. 【18】

Figure 12: Market cap changes of the PUFF Memecoin

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

IP fan base: ⭐️⭐️⭐️⭐️⭐️

IP and cryptocurrency compatibility: ⭐️⭐️⭐️

Memecoin comprehensive index: ⭐️⭐️⭐️⭐️

3.2.2 Mochapom

MochaPom is a popular pet account on TikTok featuring a cute Pomeranian named Mocha. The account showcases Mocha's daily adventures, quirky actions, and charming personality through high-quality videos, often dressed in fashionable outfits or performing various fun tricks, which are loved by fans. The account currently has over 13 million followers. The monetization method for the Mocha account primarily involves selling IP-related products through an online store, where fans can purchase the animal care products Sirius Alpha that it offers. 【19】

Figure 13: Mochapom's TikTok account

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

Cat and dog-related images have always been the main narrative of animal Memecoins. Currently, although there are several Memes related to Mocha on-chain, none have exceeded $100,000 in market cap. Overall, the animal internet celebrity Mocha still has significant potential to be further explored.

IP fan base: ⭐️⭐️⭐️⭐️

IP and cryptocurrency compatibility: ⭐️⭐️⭐️

Memecoin comprehensive index: ⭐️⭐️⭐️

3.2.3 Tubby Nugget

Tubby Nugget is an illustration and comic series created by Jenine Pastores and Josh Jackson, currently boasting over 6.9 million followers on TikTok. The main character of the Tubby Nugget project is a little clay figure who loves to sing, and the related videos convey positive emotional value to viewers. The Tubby Nugget character is well-loved by a wide audience.

【20】

Figure 14: Tubby Nugget's TikTok account

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

IP fan base: ⭐️⭐️⭐️

IP and cryptocurrency compatibility: ⭐️⭐️⭐️

Memecoin comprehensive index: ⭐️⭐️⭐️

3.3 Other TikTok Influencers

In addition to the aforementioned influencers, there are other TikTok personalities worth noting, which have the potential to issue Memecoins in the future. In the comic field, dinosaurcouchcomics, with 2.1 million followers, is a popular comic creator known for its humorous style and focus on mental health. His works often feature dinosaurs as protagonists, exploring emotions and psychological challenges such as depression, anxiety, and interpersonal relationships through a simple art style and profound dialogue. ryankhudson, with 1.1 million followers, is known for his humorous and sometimes darkly styled comics. His works cleverly explore themes of mental health, anxiety, and human emotions, blending wit and resonance, making them popular among audiences.

In the realm of internet-famous animals, other creators worth noting include Panna, a Poodle with 9.7 million followers, who often shares funny and interesting daily life moments with two Chihuahuas, Azuki and Chocola. The account chinpals, with 6.9 million followers, is also noteworthy, primarily sharing the daily play and cute interactions of chinchillas. Additionally, dunkin.ducks, with over 5 million followers, is a highly popular TikTok creator who regularly shares interactions with ducklings, appealing to a unique audience as a non-cat and non-dog pet. 【21】

4. Artificial Intelligence (AI)

AI has become the core narrative of current technological development. Since OpenAI launched the ChatGPT large model, AI technology has gradually broken through professional fields and integrated into the daily lives of ordinary people. The releases of DeepSeek R3 in January 2025 and Grok3 in February became hot topics in the tech field that month. The representative product of AI Agents, Manus AI, was also in high demand after its release. Meanwhile, the market performance of the Memecoins named after DeepSeek, Grok, and Manus has been strong, with market caps increasing several times.

For large tech giants with substantial market caps, AI has become an inevitable choice for strategic layout. The main reason is that the AI narrative has broad market prospects and can provide strong support for the company's performance growth in the coming years. Currently, several internet tech giants have launched their large model products in the global large model market. Microsoft-backed OpenAI has released ChatGPT, Meta has launched ClaudeAI, Google has introduced Gemini, Alibaba has released Qwen, and ByteDance has launched Doubao.

At the supply chain level, GPU manufacturers like Nvidia provide computational power support for large models, while smartphone manufacturers like Apple provide hardware platforms for large models. Therefore, such companies are less likely to directly develop large models to avoid direct competition with partners.

It is expected that in the second half of 2025, large model products will break through existing boundaries, showcasing strong cross-domain potential, especially in business office and content creation fields. The popularity of vertically segmented models will gradually increase, and their application depth and breadth are expected to rival that of general large models. Meanwhile, AI and large model-related conferences and summits will continue to be the focus of market attention, leading the direction of industry development.

4.1 Grok Event Review

On February 18, 2025, Elon Musk officially announced the latest generation large model Grok3. At the press conference, Musk stated that Grok 3's capabilities had improved by "an order of magnitude" compared to its predecessor Grok 2, calling it "the smartest AI on Earth." Grok 3's training relied on the Colossus supercomputer built by xAI, which is equipped with 100,000 Nvidia H100 GPUs, providing over 200 million GPU hours of computational resources. After the Grok3 press conference, it gained widespread market attention, with page views for Grok3 quickly surpassing 900,000 per day.

On March 7, 2025, a user asked Grok on social media X: "If you were to design a Memecoin, what would you name it?" Grok humorously replied, "Of course, it would be GrokCoin—both fitting for my AI identity and absurd enough." As a result, the GrokCoin token issued by the on-chain address 3MadW rapidly surged over a hundred times, with its market cap exceeding $30 million in just 2 hours. Currently, the market cap of this token is less than $200,000. 【22】

Figure 15: Market cap trend of the GrokCoin token issued by 3MadW

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

4.2 AI Products and Conferences in the Second Half of 2025

With the continuous acceleration of AI product iterations, multiple large model-related products may be released in the second half of 2025. Additionally, global summits related to the AI field will become stages for various large model manufacturers to "show off their muscles." Not only should Memecoin traders pay attention to these events, but individuals interested in technological developments may also want to maintain a certain level of awareness regarding these events.

4.2.1 Minimax Text Reasoning Model

Text-to-video generation remains one of the most challenging areas in AI content generation products, primarily because video rendering requires a significant amount of GPU resources, making it difficult for small startups to overcome the high computational power threshold in the early stages. In this relatively competitive field, the Chinese company Minimax has gradually gained user recognition with its Conch AI, becoming one of the representative products for text-to-video generation. According to reports from Huxiu, in the second half of 2025, the Minimax team will launch its text reasoning model codenamed M+, which has garnered widespread attention in the industry.

In early 2025, the Minimax team released the long text processing model MiniMax-01, but at that time, the world's focus was on DeepSeek R1, so MiniMax-01 did not receive much attention. The text reasoning model launched by Minimax will directly challenge DeepSeek's leading position in text reasoning models. If its performance and user experience surpass DeepSeek, it will elevate the entire Minimax brand. Its product's namesake Memecoin is worth paying attention to. 【23】【24】

Figure 16: Core parameters of the MiniMax-01 large model

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

4.2.2 AI Game Company Anuttacon Founded by miHoYo Team

miHoYo is currently the most influential 2D game developer in China, with games like Genshin Impact, Honkai Impact 3rd, and Honkai: Star Rail enjoying immense popularity within the 2D community. The aforementioned three games have also ranked highly in mobile game apps in Europe and America for extended periods. In September 2023, one of the three founders of miHoYo, Cai Haoyu, decided to start a new venture by establishing an AI game company called Anuttacon. Anuttacon aims to bring unprecedented experiences to gamers using AI, pushing the boundaries of interactive entertainment.

In March 2025, the company unveiled a promotional video for its first AI game, Whispers From The Star. The game's protagonist is a astrophysics student named Stella, who accidentally falls onto an alien planet, and the player is her only means of communication. The task is to help her survive and escape from the GAIA planet. Stella's dialogues are generated in real-time by AI, responding to the player's input.

Whispers From The Star has already begun its first internal testing in March, and if it launches public testing in the second half of 2025, it could be a groundbreaking AI game product. The game's namesake Memecoin is also worth paying attention to.

Figure 17: Promotional image for the game Whispers From The Star

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

4.3 Global AI Conferences Scheduled for the Second Half of the Year

The development of artificial intelligence not only stirs the nerves of industry insiders but also sees a deep integration of blockchain and AI in various aspects. The latest technological advancements in the AI field will be closely related to the prospects of the cryptocurrency industry. In the second half of 2025, the most important global conference will be Ai4 2025, held in Las Vegas, USA, in August. At that time, several industry leaders from the AI sector will attend the conference to share their latest insights on the development of the AI industry. The hot topics discussed at the conference may become internet memes and even lead to Memecoins in the cryptocurrency industry that increase by hundreds of times.

Table 2: Important Global AI Summits in the Second Half of 2025

Gate Research Institute: 2025 Second Half Meme New Narrative Guide

Conclusion

Looking ahead to the second half of 2025, the cultural and technological fields will continue to bring a steady stream of trending terms to the Memecoin market. In the video game sector, the release of major titles such as Mingmo: The Feather of Abyss, Borderlands 4, and Pokémon Legends Z-A is expected to generate a new wave of Memecoin trends driven by their IP influence, continuing the successful model of Black Myth: Wukong. In the film sector, movies like The Little Monster of Langlang Mountain and Zootopia 2 may ignite the popularity of on-chain tokens through box office success and positive reviews. Streaming platforms like TikTok, represented by IPs such as That Little Puff and Tubby Nugget, showcase a massive fan base for short video content. In the field of artificial intelligence, events such as Minimax's text reasoning model, Anuttacon's AI game Whispers From The Star, and the Ai4 2025 conference may serve as catalysts for related Memecoins.

Memecoin traders can choose the Gate Alpha on-chain trading platform, built by the "next-generation super unicorn exchange" Gate. The core advantages of the product can be summarized as "speed, simplicity, quality, and security," allowing users to capture early Memecoin α trading opportunities without complex on-chain operations. 【27】

At the same time, the high risks of Memecoin investment cannot be ignored. Its price is highly volatile, often driven by short-term hype rather than long-term value, making it particularly difficult for retail investors to seize the first wave of opportunities, necessitating caution against the possibility of a "death spiral." Therefore, while pursuing opportunities brought by these cultural and technological trends, investors should remain cautious, conduct in-depth research, and make rational judgments. In the second half of 2025, Memecoins will still be an important sector for cryptocurrency investors seeking α investment opportunities, and paying attention to cultural hotspots and breakthroughs in artificial intelligence technology may provide clues for the next round of hundredfold Memecoins.

References

  1. Odaily, https://www.odaily.news/post/5197813

  2. Steam, https://store.steampowered.com/app/2277560/_/?l=schinese

  3. Youxia Network, https://www.ali213.net/news/html/2025-5/932063.html

  4. NetEase, https://www.163.com/dy/article/JVSAMNSI0526D8LR.html?clickfrom=w_game

  5. Pokemon, https://www.pokemon.co.jp/ex/legends_z-a/tc/

  6. Coinmarketcap, https://coinmarketcap.com/currencies/pikachu/

  7. Coinmarketcap, https://coinmarketcap.com/currencies/snor/

  8. Coinmarketcap, https://coinmarketcap.com/currencies/squirtle/

  9. Bilibili, https://www.bilibili.com/video/BV1qsJ8zjEmj/?spmidfrom=333.337.search-card.all.click

  10. Cointelegraph, https://cn.cointelegraph.com/news/nifty-news-damien-hirst-airdrops-nfts-amc-teams-up-with-spider-man-3d-nfts-on-icp

  11. X, https://x.com/NEZHABSC/status/1930209550847951277

  12. Bilibili, https://www.bilibili.com/video/BV1QBGrzDEaL/

  13. YouTube, https://www.youtube.com/watch?v=xo4rkcC7kFc

  14. Rotten Tomatoes, https://editorial.rottentomatoes.com/article/the-most-anticipated-movies-of-2025/

  15. Coingecko, https://www.coingecko.com/en/categories/tiktok-meme

  16. Gate, https://www.gate.com/zh/learn/articles/what-is-chill-guy-chillguy/5335

  17. TikTok, https://www.tiktok.com/@thatlittlepuff

  18. GMGN, https://gmgn.ai/sol/token/5241BVJpTDscdFM5bTmeuchBcjXN5sasBywyF7onkJZP

  19. TikTok, https://www.tiktok.com/@mochapom

  20. TikTok, https://www.tiktok.com/@tubbynugget

  21. Starngage, https://starngage.com/plus/en-us/influencer/ranking/tiktok/all-countries/pets

  22. Crypto.News, https://crypto.news/groks-self-named-memecoin-grokcoin-reaches-20-million-in-market-cap/

  23. Huxiu, https://m.huxiu.com/article/4415871.html

  24. Github, https://github.com/MiniMax-AI/MiniMax-01

  25. Sina, https://finance.sina.com.cn/roll/2025-03-15/doc-inepucqa2484358.shtml

  26. Datacamp, https://www.datacamp.com/blog/top-ai-conferences

  27. Gate Alpha, https://www.gate.com/zh/alpha/bsc-0x95034f653d5d161890836ad2b6b8cc49d14e029a

Gate Research Institute is a comprehensive blockchain and cryptocurrency research platform that provides readers with in-depth content, including technical analysis, hot insights, market reviews, industry research, trend forecasts, and macroeconomic policy analysis.
Disclaimer: Investing in the cryptocurrency market involves high risks. Users are advised to conduct independent research and fully understand the nature of the assets and products they are purchasing before making any investment decisions. Gate does not take responsibility for any losses or damages resulting from such investment decisions.

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