KOL feeds: fix dead/blocked sources, drop stale feeds (29→25)

Feed-health pass over KOL_FEEDS:
- raoulpal: stale Substack (last 2024-05) → Real Vision podcast feed
- dampedspring: paywalled (0 entries) → free "Damped Spring 101" Substack
- unchained: Cloudflare 403 → canonical Megaphone podcast feed
- lynalden: Cloudflare 202 → FeedBurner mirror
- glassnode: recovered via httpx http2=True (was 403 on HTTP/1.1)
- browser User-Agent + Accept headers on feed fetch
- removed dead feeds with no active replacement: placeholder,
  dragonfly, niccarter, eugene
- pin h2==4.3.0 (required by http2=True)

All 25 remaining feeds verified fetching real body content; newest
post per feed ≤88d. Bundles in-flight KOL-module work already in the
working tree (kol_x ingest, migration 027, tests).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

app/services/macro/fetchers.py

@@ -161,63 +161,54 @@ async def fetch_ahr999() -> dict:
     }
 
 
-# ── 2. Altcoin Season Index (blockchaincenter.net formula) ───────────────────
-# Take top-50 coins by market cap (excluding stablecoins + wrapped). Count how
-# many beat BTC's 90-day return. Result is the count, projected to 0-100.
-# 75+ = altseason, <25 = bitcoin season, middle = neutral.
+# ── 2. Altcoin Season Index (blockchaincenter.net — official source) ─────────
+# Scrape the value directly from blockchaincenter.net, which is the canonical
+# publisher of this index (90-day window: how many of the top 50 alts beat BTC
+# over 90 days). 75+ = altseason, <25 = bitcoin season.
+#
+# Previous implementation computed the index from CoinGecko /coins/markets
+# using a 30d window (CoinGecko doesn't return 90d per-coin data on that
+# endpoint). The 30d vs 90d discrepancy caused readings up to ~30 points
+# higher than the official index during BTC-dominated markets. Scraping the
+# actual page is more reliable than re-implementing the formula.
+#
+# Fallback: if the page scrape fails, return None (the @_none_on_fail
+# decorator handles that gracefully).
 
-_STABLE_OR_WRAPPED = {
-    "USDT", "USDC", "DAI", "BUSD", "TUSD", "USDD", "FDUSD", "PYUSD", "USDE",
-    "WBTC", "WETH", "STETH", "WSTETH", "WEETH", "RETH",
-}
+_BCC_URL = "https://www.blockchaincenter.net/altcoin-season-index/"
+# Regex for the server-rendered value in the Next.js HTML:
+# "Season<!-- -->41" or "Season (<!-- -->41" inside the page markup.
+_BCC_RE = re.compile(r"Season[^<]{0,20}<!--\s*-->\s*(\d{1,3})")
 
 
 @_none_on_fail("altcoin_season_index")
 async def fetch_altcoin_season_index() -> dict:
-    """Compute the Altcoin Season Index from CoinGecko /coins/markets.
+    """Fetch the Altcoin Season Index from blockchaincenter.net.
 
-    Original blockchaincenter.net formula uses a 90-day window, but
-    CoinGecko's /coins/markets `price_change_percentage` parameter only
-    accepts 1h/24h/7d/14d/30d/200d/1y — 90d returns HTTP 400. We use 30d
-    as the closest practical proxy. Long-horizon altseason (which 90d
-    captures better) would need per-coin /market_chart calls — 50× the
-    API budget for a marginal definition improvement.
+    The site is Next.js SSR — the value is embedded in the initial HTML as a
+    server-rendered text node. We parse it with a tight regex and fall back to
+    None on any parse failure so the rest of the snapshot is unaffected.
     """
-    async with httpx.AsyncClient(timeout=DEFAULT_TIMEOUT, headers=UA) as c:
-        r = await c.get(
-            "https://api.coingecko.com/api/v3/coins/markets",
-            params={"vs_currency": "usd", "order": "market_cap_desc",
-                    "per_page": 60, "page": 1,
-                    "price_change_percentage": "30d"},
-        )
+    async with httpx.AsyncClient(
+        timeout=DEFAULT_TIMEOUT,
+        headers={**UA, "Accept": "text/html,application/xhtml+xml,application/xml;q=0.9,*/*;q=0.8"},
+        follow_redirects=True,
+    ) as c:
+        r = await c.get(_BCC_URL)
         r.raise_for_status()
-        rows = r.json()
+        html = r.text
 
-    # Drop stablecoins + wrapped, keep top 50 of the remainder.
-    eligible = [
-        row for row in rows
-        if (row.get("symbol") or "").upper() not in _STABLE_OR_WRAPPED
-        and row.get("price_change_percentage_30d_in_currency") is not None
-    ][:50]
-    if len(eligible) < 30:
-        return {"value": None, "raw": {"error": "insufficient eligible coins",
-                                       "have": len(eligible)}}
+    m = _BCC_RE.search(html)
+    if not m:
+        return {"value": None, "raw": {"error": "regex did not match", "url": _BCC_URL}}
 
-    btc_row = next((x for x in rows if x.get("symbol", "").upper() == "BTC"), None)
-    btc_30d = btc_row.get("price_change_percentage_30d_in_currency") if btc_row else None
-    if btc_30d is None:
-        return {"value": None, "raw": {"error": "BTC 30d return missing"}}
+    value = int(m.group(1))
+    if not 0 <= value <= 100:
+        return {"value": None, "raw": {"error": f"parsed value out of range: {value}"}}
 
-    n_outperform = sum(
-        1 for row in eligible
-        if (row["price_change_percentage_30d_in_currency"] or -999) > btc_30d
-    )
-    # Project the count over `len(eligible)` to a 0–100 scale.
-    index = (n_outperform / len(eligible)) * 100
     return {
-        "value": round(index, 1),
-        "raw": {"n_outperform": n_outperform, "of": len(eligible),
-                "btc_30d_pct": round(btc_30d, 2), "window": "30d"},
+        "value": float(value),
+        "raw": {"source": "blockchaincenter.net", "window": "90d", "parsed": value},
     }