fix: pre-launch hardening — HYPE price feed, KOL wallet cleanup, Telegram Trump alert, rate limiting, brittle test

Batch of the pre-launch audit campaign (BUG-01…14 plus three new features):

Pricing / TP-SL protection
- Add app/services/hl_price_feed.py: supplemental HL allMids poller for
  HL-native assets (HYPE, PURR) not listed on Binance. Pumps price_store +
  tp_sl_monitor.on_price_tick so bot trades on these assets keep full
  stop-loss / take-profit / trailing protection instead of max-hold only.
- Wire feed into main.py lifespan (startup task + graceful shutdown cancel).

Telegram
- Add format_trump_mention + PATH B in _dispatch: crypto-relevant Trump
  posts with no directional signal (relevant=True, signal=hold) now alert
  the public channel only (no per-subscriber noise).
- Rate limiter (slowapi) on the API; assorted bot/digest fixes.

KOL on-chain
- seed_kol_wallets.py: KOL_FEEDS coverage cross-check; reversibly deactivate
  orphaned wallets (handle not in KOL_FEEDS → can never produce divergence)
  so the scanner stops burning cycles on them.

Tests / misc
- Fix brittle test_macro_ahr999_uses_same_formula_as_scanner: mock now uses
  realistic ms timestamps so the in-progress-day drop fires, matching the
  fetcher's bar count (was 0.3179 vs 0.3178 off-by-one).
- Refresh stale notify_signal comment in truth_social.py.

Frontend reduce-action type fix lives in the sibling repo.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

app/services/kol_substack.py

@@ -202,6 +202,85 @@ KOL_FEEDS: list[dict] = [
         "feed_url": "https://tftc.io/feed",
         "source": "blog",
     },
+    # ── Macro research & on-chain analysis (deep, independent thinkers) ───
+    # Checkmate (James Check) — ex-Glassnode lead analyst. Combines on-chain
+    # data with macro (bonds, energy, commodities). Very active (2-3x/week).
+    # Concrete BTC cycle calls with high conviction.
+    {
+        "handle": "checkmate",
+        "display_name": "Checkmate (James Check)",
+        "feed_url": "https://newsletter.checkonchain.com/feed",
+        "source": "blog",
+    },
+    # CoinMetrics "State of the Network" — weekly data-driven research.
+    # Covers specific protocols/tokens with on-chain metrics. Stable Tuesday
+    # cadence, institutional quality.
+    {
+        "handle": "coinmetrics",
+        "display_name": "CoinMetrics (State of the Network)",
+        "feed_url": "https://coinmetrics.substack.com/feed",
+    },
+    # Willy Woo — one of the most recognized BTC on-chain analysts. Models
+    # like NVT, difficulty ribbon. Clear directional calls on BTC cycle phase.
+    {
+        "handle": "willywoo",
+        "display_name": "Willy Woo (Bitcoin Vector)",
+        "feed_url": "https://willywoo.substack.com/feed",
+    },
+    # Glassnode Insights — institutional on-chain research. Monthly deep
+    # dives on holder behavior, market structure, accumulation/distribution.
+    {
+        "handle": "glassnode",
+        "display_name": "Glassnode Research",
+        "feed_url": "https://insights.glassnode.com/rss/",
+        "source": "blog",
+    },
+    # Lyn Alden — independent macro analyst. Analyzes BTC through the lens of
+    # global liquidity, fiscal dominance, sovereign debt. Infrequent (monthly)
+    # but extremely high quality. Mostly BTC-only signals.
+    {
+        "handle": "lynalden",
+        "display_name": "Lyn Alden",
+        "feed_url": "https://www.lynalden.com/feed/",
+        "source": "blog",
+    },
+    # Bitcoin Magazine — high-frequency news + institutional adoption analysis.
+    # AI will extract tickers from policy/corporate BTC reserve articles.
+    {
+        "handle": "bitcoinmag",
+        "display_name": "Bitcoin Magazine",
+        "feed_url": "https://bitcoinmagazine.com/feed",
+        "source": "blog",
+    },
+    # ── Derivatives positioning & institutional weeklies (2026-05-29) ────
+    # Deribit Insights / Block Scholes — weekly options & derivatives data
+    # (gamma exposure, IV skew, BTC/ETH positioning). Fills the derivatives
+    # coverage gap — no other feed in this list tracks options flow.
+    {
+        "handle": "deribit",
+        "display_name": "Deribit Insights (Block Scholes)",
+        "feed_url": "https://insights.deribit.com/feed/",
+        "source": "blog",
+    },
+    # Bitfinex Alpha — weekly BTC structure analysis (leverage, ETF flows,
+    # on-chain profit-taking). Institutional voice, weekly cadence, concrete
+    # directional framing. Complements Reflexivity's monthly cadence.
+    {
+        "handle": "bitfinex",
+        "display_name": "Bitfinex Alpha",
+        "feed_url": "https://blog.bitfinex.com/feed/",
+        "source": "blog",
+    },
+    # Forward Guidance (Blockworks) — Felix Jauvin macro-interview podcast.
+    # Fed policy, AI/liquidity, rates ↔ crypto. Same Blockworks quality bar
+    # as Empire / Bell Curve / 0xResearch. Replaces dampedspring as the
+    # primary macro signal source (her substack is paywalled).
+    {
+        "handle": "forwardguidance",
+        "display_name": "Forward Guidance (Blockworks)",
+        "feed_url": "https://feeds.megaphone.fm/forwardguidance",
+        "source": "podcast",
+    },
 ]
 
 # Back-compat alias — older imports referenced SUBSTACK_KOLS.