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/x_analysis.py

@@ -35,7 +35,7 @@ from app.config import settings
 
 logger = logging.getLogger(__name__)
 
-ANALYSIS_VERSION = "x-v1"
+ANALYSIS_VERSION = "x-v2"  # v2: tone-is-not-content rule + meme calibration example
 ANTHROPIC_MODEL = "claude-haiku-4-5-20251001"
 
 _anthropic_client = None
@@ -89,6 +89,13 @@ ALL of the above → tier: "noise", tickers: []
 Only extract signals when the post contains CLEAR, EXPLICIT information
 about what the KOL is doing or believes RIGHT NOW. Ambiguity → noise.
 
+TONE IS NOT CONTENT. A joke, meme, celebratory, or emoji-spam tone
+("Arise Chikun!", "Yachtzee", "Meow", "😘😘😘", "WAGMI lfg") does NOT make a
+post noise when it still carries an EXPLICIT ticker + direction. Score the
+claim, ignore the wrapper. "$WLD initiate bull market 😘😘😘" is a directional
+bullish call on WLD — NOT noise. Only drop to noise when the ticker or the
+direction is genuinely absent/vague, never merely because the wording is silly.
+
 ═══════════════════════════════════════════════════════════════════════
 THREE SIGNAL TIERS
 ═══════════════════════════════════════════════════════════════════════
@@ -194,6 +201,11 @@ POST: "ETH dominance will crush alts this cycle. The flippening is real."
 → tier: "directional", action: "bullish", asset: ETH, conviction: 0.52,
   timeframe: "months"
 
+POST: "Arise Chikun! $WLD initiate bull market. Yachtzee 😘😘😘😘"
+→ tier: "directional", action: "bullish", asset: WLD, conviction: 0.7,
+  timeframe: "immediate"  (meme/celebration tone does NOT override the
+  explicit "$WLD initiate bull market" call — score the claim, not the vibe)
+
 [NOISE — output noise, empty tickers]
 
 POST: "gm everyone 🌅"