Gate Research Institute: 2025 H2 Meme New Narrative Guide

Summary

• Background: In this new cycle, Memecoin's gameplay is not broken, and one type of gameplay relies on social media KOLs to push its trading Memecoin to the foreground through well-planned event marketing. But this type of KOL-driven Memecoin first wave opportunity is extremely difficult to capture. The other type of meme is the on-chain embodiment of the real-world explosive concept, and the market opportunity of this type of meme is easier to predict. The latter is more representative of the game "Black Myth Wukong", the movie "Nezha", and the large model "DeepSeek" Memecoin with the same name.

• Video Games: There is a high overlap between game users and cryptocurrency traders, with the main participants being Gen Z young people. The narrative of GameFi has already become one of the major narratives in the Web3 industry. In 2024, as the game "Black Myth: Wukong" becomes a phenomenal cultural product, the Solana chain's namesake Memecoin WUKONG also experiences nearly a thousandfold increase. Based on the same logic, key gaming products in the second half of 2025 are worth attention from cryptocurrency investors. Games such as "Ming Dynasty: Feather of Abyss", "Borderlands 4", and "Pokémon Legends Z-A" have certain breakout potential.

• Film Art: As an art form, film attracts a wide audience across various age groups, and the mainstream viewers of different types of films are not limited to a single generation. Memecoins related to films have spread widely among young people due to their low prices and abstract, entertaining characteristics. At the beginning of 2025, "Ne Zha" was released, and its cumulative box office has exceeded 14 billion yuan. The token NEZHA on the BSC chain has increased by more than 30 times. Based on the same logic, popular films in the second half of 2025 are worthy of attention from cryptocurrency investors. Several films, including "Luo Luo Mountain Little Monster" and "Zootopia 2", are worth focusing on.

• 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. The Memecoin narrative on streaming platforms is more diverse than traditional channels, including various types of Memecoins featuring internet-famous animals, cartoon characters, and real-life memes. TikTok has now become the largest Memecoin production factory among streaming platforms. American artist Phillip Banks created the cartoon character Chill Guy, whose eponymous token saw a peak increase of over 40 times in 2024. Characters like That Little Puff, Mochapom, and Tubby Nugget may have strong monetization potential as Memecoins in the future.

• Artificial Intelligence: 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 release of DeepSeek R3 in January 2025 and Grok3 in February became hot topics in the technology field that month. The representative product of AI Agents, Manus AI, was also in high demand after its release. The same-name Memecoins of DeepSeek, Grok, and Manus have performed strongly in the market, with market values increasing several times. The text reasoning model launched by Minimax will be one of the most important LLM products in the second half of the year. Additionally, AI industry summits such as Ai4 2025 and World Summit AI are also worth paying attention to.

• Conclusion: Looking ahead to the second half of 2025, the cultural and technological sectors will continue to bring a steady stream of trending buzzwords to the Memecoin market, while Meme remains an important sector for cryptocurrency investors seeking α investment opportunities. Paying attention to cultural hotspots and breakthroughs in artificial intelligence technology may provide clues for the next round of hundredfold Memecoins.

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