Most "early" plays in your feed have no funding and no product. We filtered for one signal: real capital behind the project. This week that means Solana Labs, Paradigm, Coinbase Ventures, YZi Labs, Jane Street and dao5. Six activities open right now, with links and steps. Two of them close on November 11.

Leap · Trading App

Solana Labs launched Leap on November 5: a mobile trading app for tokenized stocks, ETFs, commodities, currencies and crypto in one place, running on Solana. It adds a daily feed on why markets move and shows your real PnL with deposits, withdrawals and fees included. Trading is free for now. Once fees go live, the team plans to use them to buy and burn SOL. Early access opens in waves.

Backers: Solana Labs (Leap is operated by a Solana Labs company) · no separate funding round

How to join:

1. Open leap.xyz and tap "Get in early" to join the waitlist and the Founders Club.

2. On an iPhone, try the TestFlight beta linked in @leapxyz's launch thread. It had 150 spots, first come, first served, so if it's full, the waitlist sends invites in waves.

3. Share your Founders Club referral code. Once fees go live, you get 30% of Leap fees on trades from friends you refer (20% after 12 months) and 5% from their referrals. Tokenized stocks and ETFs are not available in the US, and no token or airdrop is announced.

Vana · AI Data

Vana is open data infrastructure for AI, where people own the data they share with AI apps. On November 2 it launched the Vana Community Program: one membership and one XP balance across the whole Vana ecosystem. You earn XP for tasks, Discord activity, events and apps, then bid it on real rewards in a Store that opens every week.

Backers: Paradigm (lead), Polychain, Coinbase Ventures, YZi Labs · $18M Series A + $5M from Coinbase Ventures

How to join:

1. Open community.vana.org, create a profile and link your X and Discord. That's 200 XP before you've done anything else.

2. Explore the ecosystem. The first app is OpenPet: connect an Oura Ring, approve the request in the Vana App and share your pet on X for more XP.

3. Bid your XP in the weekly Store. The highest bid at close wins. VANA already trades and the rewards are Store items, so no token airdrop is promised.

ZetaChain × Kaito · Creator Campaign

ZetaChain holders voted on November 7 to move ZETA to Solana. On December 9 the ZetaChain L1 halts, ZETA is minted 1:1 as a native Solana token, and ZetaLabs launches: a private AI chat with many models and live market data that only you can read. To spread the word, Kaito Studio runs the "ZetaChain Select" campaign for creators in two phases.

Backers: Jane Street, GSR, Blockchain.com Ventures, CMT Digital · $27M

How to join:

1. Open studio.kaito.ai and apply for ZetaChain Select. Creators are selected by application, and the reward pool isn't public: the full terms are inside Kaito Studio.

2. Phase 1 runs until November 20: post about ZETA's move to Solana and ZetaLabs. Phase 2 runs December 1 to January 9, around the launch.

3. Join the ZetaLabs waitlist at labs.zetachain.com. Holders don't need to do anything until December 9, when claims open at hub.zetachain.com/migrate. Trust only hub.zetachain.com, zetachain.com and labs.zetachain.com, because fake migration links are already in the replies.

42 · Prediction Markets

42 is an open markets protocol on BNB Chain where real-world events become tradable markets. On November 4 it launched 42 Points: a weekly pool, Thursday to Wednesday UTC, that grows with trading activity and never drops below a set minimum. Every buy and sell counts, and holding to settlement earns more, win or lose. Next up is 42 Agentic Mining: you back an AI agent with an NFT, it trades for you and its points come to you, with up to a 1.7x boost.

Backers: YZi Labs, Dragonfly, Coinbase Ventures, Castle Island Ventures, 1kx, Enlight Capital · round size not disclosed

How to join:

1. Open 42.space/points and connect a wallet. Old Tickets have already been converted into Points.

2. Trade any event market and hold to settlement for more points. Referrals, mindshare and credentials add a boost.

3. Watch for Agentic Mining: a one-time NFT mint, and all mint proceeds go to the agent as trading capital. The campaign runs in 4-week phases, and the end date will be announced at least 2 weeks ahead. Trading puts real money at risk.

Hermes by Nous · AI Agent

Nous Research builds open-source AI models and Hermes Agent, an open-source AI assistant. To be clear, this is an AI product, not an onchain one. It makes the list because of the money behind it: Paradigm led Nous's Series A, and in October the team raised a Series B to build the mobile app. The Hermes Mobile beta launched at NousCon and filled up fast, and the waitlist is open for the next wave. Builders also have a plugin hackathon with $20,000 in cash prizes that closes November 11.

Backers: Paradigm (Series A lead), Robot Ventures, USV, NVIDIA, Y Combinator · $50M Series A + $90M Series B

How to join:

1. Join the waitlist at hermes-agent.nousresearch.com/mobile.

2. Don't install look-alikes. The official mobile apps are not in app stores yet, and apps that copy Hermes branding are fake.

3. Building? Enter the Hermes Agent Plugin Hackathon by 5PM EST on November 11: open a pull request adding your plugin to the catalog, post a demo video on X tagging @NousResearch, and submit both links through the form in their post. There's no token and no points program.

Spicenet · Points Campaign

Spicenet is building a brokerage network for onchain finance: Spice Flow routes your trade from any chain to partner apps in one step. Spice Points come from partner campaigns, and this week's is Satsuma, the main DEX on Citrea, a Bitcoin L2. Spicenet's own L1 just passed 100,000 mainnet transactions, and Spice Flow has handled over $1.3M in volume.

Backers: dao5 (lead), Babylon Labs, Acc Ventures · $5M Series A (October 27), $8M total

How to join:

1. Open portal.spicenet.io and connect a wallet.

2. Complete any 3 actions on Satsuma through Spice Flow, each $5 or more, before November 11.

3. Provide liquidity on Satsuma for extra Merkl rewards. Some users reported delays bridging to Citrea, and the team says no funds were lost. Points don't guarantee a token.