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Full-Stack AI Economies: Comparing NEAR, MultiversX, Virtuals and ASI
If AI agents are a trillion-dollar economy by 2030, then whoever owns compute + payments + coordination today is massively underpriced.
I’ve been mapping the Full-stack AI economy thesis this month, after that I think most people still misunderstand the game.
AI-native blockchains are evolving from single-purpose platforms into complete economic systems, stacking compute, payments, agent marketplaces, and coordination layers to enable autonomous agent activity.
So I put them in my framework, a real AI economy needs 4 layers:
[1] Compute sovereignty - where agents actually run.
[2] Native payments - how agents pay each other.
[3] Marketplace liquidity - where agents monetize.
[4] Coordination layer - how everything scales without friction.
Among the leaders, @NEARProtocol and @ASI_Alliance offer the most mature full stacks, with dedicated decentralized compute and agent runtimes tailored for agentic workflows.
@virtuals_io dominates agent tokenization and marketplaces but leans on external compute, while @MultiversX excels in agentic commerce standards via Google's Universal Commerce Protocol integrations.
Here’s I’ll share the details insights on each protocol, I also rank them consecutively:
1/ $NEAR – The Most Complete Stack
I’ll say it directly, I think NEAR is currently the most complete AI economy stack.
→ Compute - They launched confidential GPU infra + AI runtime. TEE-secured workloads, enterprise narrative, sub-30s attestations. That matters because agent economies without secure compute are just token casinos.
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