Pre-launch hardening: KOL module, Telegram, scanners, WS resilience
Big-picture changes since b941223:
KOL pipeline (new) — Substack/podcast/blog RSS → AI ticker extraction →
on-chain wallet diff → talks-vs-trades divergence detection. Daily polls,
19 feeds, divergence emits Post + Telegram fan-out.
Telegram push (new) — walletless free tier + wallet-linked Pro upgrade,
in-bot preference commands (/trump /btc /funding /kol /conf /quiet),
signed-envelope API for dashboard. Disconnect-wallet keeps free
subscription.
BTC funding-rate reversal scanner (new) — hourly cron, 30d cumulative
funding threshold + mean-revert + 7d price confirm, emits via
/api/signals/ingest. BTC bottom-reversal scanner promoted to System 2.
WS broadcast rewrite — per-client send timeout + parallel fan-out
(asyncio.gather). Fixes "Binance WS no close frame" reconnect storms +
APScheduler 11-min job misses, both caused by one slow client stalling
the kline loop.
Error visibility — three silent-error sites (trumpstruth/truth_social
fetchers, funding_reversal scanner) now include exception type name so
httpx ConnectError-style empty-message errors stop logging blank lines.
Telegram bot loop now classifies ReadTimeout vs network vs unknown +
logger.exception for the unknown bucket.
Security hygiene — trumpsignal.db untracked from git (held subscriber
wallets + encrypted HL keys + 22 bot trades); .gitignore now blocks
*.db/.next/backups. CORS only allows FRONTEND_URL in production.
New ops scripts —
- scripts/preflight.py: env/DB/Telegram/AI auth verification gate
- scripts/backup_db.sh: cron-friendly daily DB backup (SQLite + Postgres)
- scripts/seed_kol_wallets.py: idempotent KOL on-chain wallet seeder
15 new Alembic migrations (007-021) covering convex strategy fields,
phase-1 safety, two-system frozen exits, invalidation prices, dynamic
SYS2 leverage, staged de-risk + pyramiding, peak gain tracking, risk
mode, auto-trade + grow flags, KOL module, KOL on-chain, KOL divergence,
Telegram bindings + walletless.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
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Executable
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#!/usr/bin/env python3
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"""
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Seed the kol_wallets table with publicly attributed on-chain addresses.
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Why this exists:
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The talks-vs-trades divergence module can only fire on KOLs whose wallets
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we know. As of 2026-05-24 only 3 KOLs had wallets configured, which is
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why we had ~3 divergence detections across the whole dataset.
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Adding a new wallet here REQUIRES:
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1. Public attribution — Arkham label, the KOL's own X bio, a public
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investigation by ZachXBT / Inspex / similar, or the KOL's ENS clearly
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visible in transactions.
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2. The `handle` field MUST exactly match a `handle` value in
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app/services/kol_substack.py KOL_FEEDS — otherwise the divergence
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scanner cannot match "post by handle X" against "wallet activity by
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handle X".
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3. The `source_url` must link to that public attestation. Don't add
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speculative addresses, even if "everyone knows" — misattribution
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damages both the KOL and our credibility.
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Idempotent: runs UPSERT-style. Existing rows for (handle, address) are
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preserved; only new ones are inserted.
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Usage:
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DATABASE_URL='sqlite+aiosqlite:///./trumpsignal.db' \\
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venv/bin/python scripts/seed_kol_wallets.py
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"""
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from __future__ import annotations
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import asyncio
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import sys
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from datetime import datetime, timezone
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from pathlib import Path
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sys.path.insert(0, str(Path(__file__).resolve().parent.parent))
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from sqlalchemy import select
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from app.database import AsyncSessionLocal
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from app.models import KolWallet
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# ────────────────────────────────────────────────────────────────────────────
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# Verified seed list.
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#
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# Each entry MUST have a working source_url. If you can't link to a public
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# attestation, DON'T add it.
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#
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# To find more candidates yourself:
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# • https://platform.arkhamintelligence.com/ — search by handle, click
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# "labels" tab. Labels prefixed with "Entity:" are Arkham-verified.
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# • https://etherscan.io/labelcloud — Etherscan public label registry.
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# • ZachXBT investigations on X — he posts the underlying tx evidence.
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# • Many KOLs put their address in their X bio or pinned tweet.
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#
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# When the KOL's handle in KOL_FEEDS doesn't match the on-chain handle here,
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# add it under the handle that's IN KOL_FEEDS — divergence join is by handle.
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# ────────────────────────────────────────────────────────────────────────────
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SEED_WALLETS: list[dict] = [
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# ── Already in DB (kept here so the script is self-documenting) ──────
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{
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"handle": "cryptohayes",
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"chain": "ethereum",
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"address": "0xa86e3d1c80a750a310b484fb9bdc470753a7506f",
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"label": "Arthur Hayes (main)",
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"source_url": "https://etherscan.io/address/0xa86e3d1c80a750a310b484fb9bdc470753a7506f",
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},
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{
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"handle": "cryptohayes",
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"chain": "ethereum",
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"address": "0x534a0076fb7c2b1f83fa21497429ad7ad3bd7587",
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"label": "Arthur Hayes (secondary)",
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"source_url": "https://etherscan.io/address/0x534a0076fb7c2b1f83fa21497429ad7ad3bd7587",
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},
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{
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"handle": "andrewkang",
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"chain": "ethereum",
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"address": "0xff3879b8a363aed92a6eaba8f61f1a96a9ec3c1e",
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"label": "Andrew Kang (beanwhale.eth)",
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"source_url": "https://etherscan.io/address/0xff3879b8a363aed92a6eaba8f61f1a96a9ec3c1e",
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},
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{
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"handle": "murad",
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"chain": "ethereum",
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"address": "0x93f019699ef400df7dc3477dbb6400ed9445a657",
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"label": "Murad Mahmudov (via ZachXBT investigation)",
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"source_url": "https://www.blocmates.com/news-posts/24million-in-memecoins-zachxbt-unveils-murad-mahmudov-s-alleged-wallets",
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},
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# ── Add new VERIFIED entries below this line ─────────────────────────
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#
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# Template — copy, replace fields, push only after verifying source_url:
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#
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# {
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# "handle": "<matches handle in KOL_FEEDS>",
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# "chain": "ethereum", # or "solana", "base", "arbitrum"
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# "address": "0x...",
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# "label": "<KOL display name (annotation)>",
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# "source_url": "<public link proving attribution>",
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# },
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#
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# Candidates to research (NOT seeded — verify before adding):
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#
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# • niccarter — Nic Carter has spoken openly about his wallet
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# history on podcasts; check Coin Center filings.
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# • pomp — Pompliano has a public BTC-only treasury; less
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# useful for ETH-side divergence detection.
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# • dragonfly — Dragonfly Capital portfolio wallets often
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# labeled on Arkham as "Dragonfly Fund".
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# • placeholder — Placeholder VC fund wallets per their public
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# investment disclosures.
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# • eugene — Eugene Ng Ah Sio — verify before adding.
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#
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# Also worth tracking even if not in KOL_FEEDS (would need to add the
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# corresponding feed entry first or they'll never have post-side data):
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#
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# • justinsuntron — Tron founder, very active ETH trader, well-labeled.
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# • cobie — Jordan Fish, address known via Arkham labels.
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# • gcr / sam — anon traders, no reliably verifiable address.
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]
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async def main() -> int:
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inserted = 0
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skipped = 0
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async with AsyncSessionLocal() as session:
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for entry in SEED_WALLETS:
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# Idempotency: skip if (handle, address) already present.
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existing = await session.execute(
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select(KolWallet).where(
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KolWallet.handle == entry["handle"],
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KolWallet.address == entry["address"].lower(),
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)
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)
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if existing.scalar_one_or_none():
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skipped += 1
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continue
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row = KolWallet(
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handle=entry["handle"],
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chain=entry["chain"],
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address=entry["address"].lower(),
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label=entry["label"],
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source_url=entry["source_url"],
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active=True,
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added_at=datetime.now(timezone.utc).replace(tzinfo=None),
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)
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session.add(row)
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inserted += 1
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print(f" + {entry['handle']:18s} {entry['address']} ({entry['label']})")
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await session.commit()
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print()
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print(f"Inserted {inserted} wallets, skipped {skipped} existing.")
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print()
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print("Next step: edit SEED_WALLETS above and re-run. Each new wallet")
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print("MUST cite a public attestation in source_url — see the docstring.")
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return 0
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if __name__ == "__main__":
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raise SystemExit(asyncio.run(main()))
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