k
499 lines
22 KiB
Python
499 lines
22 KiB
Python
"""KOL Substack RSS ingester.
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Polls each tracked KOL's Substack feed, dedupes by URL, stores raw post,
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then hands off to kol_analysis.extract_kol_signal and writes the result
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back onto the same row.
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Substack RSS embeds the full post HTML in <content:encoded>. We strip HTML
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to plain text before storage + analysis. Hayes posts are typically 50K+
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chars of body — the extractor truncates internally.
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Daily cadence is plenty (Hayes posts ~monthly, Substack updates feed within
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minutes of publish). Call run_substack_poll() from the APScheduler.
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"""
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from __future__ import annotations
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import hashlib
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import logging
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import re
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from datetime import datetime, timezone
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from email.utils import parsedate_to_datetime
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from typing import Iterable, Optional
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import feedparser
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import httpx
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.database import AsyncSessionLocal
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from app.models import KolPost, utcnow
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from app.services import kol_analysis
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logger = logging.getLogger(__name__)
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# Curated B-tier KOL feeds. Handle is the canonical key. `source` is the
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# DB column ("substack" | "podcast" | "blog"); empty defaults to "substack"
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# for legacy entries. Twitter-only KOLs come in a separate ingester.
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#
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# When adding a new feed:
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# 1. curl + grep '<item>' to confirm it returns entries.
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# 2. Inspect entry summary/content length — AI extraction needs ≥300 chars
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# of body per post or it just hallucinates a topic line. (Headlines-only
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# feeds like Vitalik's blog need a follow-up HTML fetch, deferred.)
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# 3. Add with a sensible handle + display_name.
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# 4. ⚠️ The KOL feed COUNT is hardcoded in the FRONTEND for SEO/marketing
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# (it can't read this list cross-repo). If len(KOL_FEEDS) changes, update
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# every "N KOL feeds" mention in the frontend repo:
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# app/layout.tsx (JSON-LD ×2), app/page.tsx (×3 incl. metric),
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# app/[locale]/kol/page.tsx (×4), app/[locale]/kol/KolPageClient.tsx
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# (subtitle "and N more" = count-3), app/[locale]/glossary/page.tsx,
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# public/llms.txt + llms-full.txt, app/opengraph-image.tsx.
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# Currently len(KOL_FEEDS) == 25. (X-only KOLs live in kol_x.X_KOLS.)
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# (2026-06-09: dropped from 29 → 25; removed placeholder, dragonfly,
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# niccarter, eugene as dead feeds. Frontend count mentions need updating.)
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KOL_FEEDS: list[dict] = [
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# ── Substack essayists (long-form thesis pieces) ─────────────────────
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{
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"handle": "cryptohayes",
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"display_name": "Arthur Hayes",
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"feed_url": "https://cryptohayes.substack.com/feed",
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},
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# Raoul Pal — Real Vision / Global Macro Investor founder. "Short Excerpts
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# Raoul Pal — his public Substack (raoulpal.substack.com/feed) went STALE
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# (last post 2024-05). Replaced 2026-06-09 with the Real Vision official
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# podcast feed (feeds.megaphone.fm/realvision) — daily, free, 2000+ eps,
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# full episode descriptions with macro/crypto thesis. It's the whole Real
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# Vision channel (not Raoul-only), but high signal + fresh. Same canonical
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# handle as his X (@RaoulGMI in kol_x) so long-form + real-time aggregate.
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{
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"handle": "raoulpal",
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"display_name": "Raoul Pal (Real Vision)",
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"feed_url": "https://feeds.megaphone.fm/realvision",
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"source": "podcast",
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},
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# REMOVED 2026-06-09 — dead feeds, no active replacement exists:
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# • placeholder (Placeholder VC) — last post 2025-09, blog is their only
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# public source, no newsletter. ~266d stale.
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# • dragonfly (Dragonfly Research, Medium) — last post 2025-03 (~454d).
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# dragonfly.xyz has no working RSS (JS-rendered, all endpoints empty);
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# Haseeb's medium/@hosseeb is even older (2024).
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# If either resumes regular publishing with a real RSS, re-add here.
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# Andy Constan — his old Substack (dampedspring.substack.com) returned 0
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# entries (paywalled). Replaced 2026-06-09 with his FREE long-form Substack
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# "Damped Spring 101" (dampedspring101.substack.com), which he's publicly
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# committed to keeping free — active, real macro essays (liquidity, rates,
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# positioning). His deepest paid research stays gated, but this carries
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# genuine thesis content suitable for ticker/direction extraction.
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{
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"handle": "dampedspring",
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"display_name": "Damped Spring / Andy Constan",
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"feed_url": "https://dampedspring101.substack.com/feed",
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},
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# REMOVED 2026-06-09 — niccarter (Nic Carter / Castle Island). Substack
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# paywalled (0 entries); Medium feed went stale (last 2025-07, ~316d).
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# No active free replacement. Re-add if he resumes a public RSS.
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# Delphi Digital podcast (Buzzsprout) — 478 episodes, active May 2025.
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# Public, free. Episode descriptions name specific protocols / tokens with
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# thesis framing — good extraction signal. delphidigital.io/feed returns 0.
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{
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"handle": "delphi",
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"display_name": "Delphi Digital (Podcast)",
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"feed_url": "https://rss.buzzsprout.com/2609274.rss",
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},
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# ── Newly added (verified live + active) ─────────────────────────────
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# Anthony Pompliano — Pomp Investments. Active monthly+ on macro/crypto.
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{
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"handle": "pomp",
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"display_name": "Anthony Pompliano (Pomp Letter)",
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"feed_url": "https://pomp.substack.com/feed",
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},
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# The DeFi Edge — researcher who writes 1-2 deep dives per month on
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# tokens / sectors. Real thesis + position-aware framing.
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{
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"handle": "thedefiedge",
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"display_name": "The DeFi Edge",
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"feed_url": "https://thedefiedge.com/feed/",
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},
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# REMOVED 2026-06-09 — eugene (Eugene Ng Ah Sio). Substack effectively
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# dormant: only 5 entries, last 2025-05 (~399d). No alternative source.
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# ── DeFi journalism (Substack-style RSS) ─────────────────────────────
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# The Defiant — Camila Russo's team. DeFi-focused news with frequent
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# protocol + token mentions. Free RSS, ~100 entries.
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{
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"handle": "thedefiant",
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"display_name": "The Defiant",
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"feed_url": "https://www.thedefiant.io/api/feed",
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"source": "blog",
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},
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# ── Major crypto podcasts (Megaphone / Simplecast RSS) ───────────────
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# Show notes are 1-6K chars — long enough for AI to pull out tickers
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# and theses. Bootstrap is capped at max_new=20/run so a 600-episode
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# backlog spreads across ~30 days.
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#
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# Empire (Blockworks) — Jason Yanowitz + Santiago Roel Santos. Weekly
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# crypto+macro interviews. Show notes name protocols + price calls.
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{
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"handle": "empire",
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"display_name": "Empire Podcast (Blockworks)",
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"feed_url": "https://feeds.megaphone.fm/empire",
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"source": "podcast",
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},
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# 0xResearch (Blockworks) — Boccaccio + Dan Smith. Protocol research
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# deep-dives, real revenue/usage discussion. Highest signal density of
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# the Blockworks shows.
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{
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"handle": "0xresearch",
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"display_name": "0xResearch (Blockworks)",
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"feed_url": "https://feeds.megaphone.fm/0xresearch",
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"source": "podcast",
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},
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# Lightspeed (Blockworks) — Mert Mumtaz (Helius CEO) + Garrett Harper.
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# Solana ecosystem focus — SOL, JUP, JTO, PUMP, validator economics.
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{
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"handle": "lightspeed",
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"display_name": "Lightspeed (Solana, Blockworks)",
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"feed_url": "https://feeds.megaphone.fm/lightspeed",
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"source": "podcast",
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},
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# Unchained — Laura Shin. Long interview format with founders and traders.
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# The website RSS (unchainedcrypto.com/feed) is Cloudflare-blocked (403,
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# even HTTP/2 + browser UA). Switched 2026-06-09 to the canonical Megaphone
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# podcast feed (resolved via iTunes lookup id=1123922160) — 1100+ episodes,
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# active daily, 1.5-2K char show notes naming protocols/tokens.
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{
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"handle": "unchained",
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"display_name": "Unchained (Laura Shin)",
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"feed_url": "https://feeds.megaphone.fm/LSHML4761942757",
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"source": "podcast",
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},
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# Bankless podcast — Ryan Sean Adams + David Hoffman. ETH-focused but
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# covers all majors. 4K char show notes. Largest crypto-native podcast.
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# NOTE: previous feed `simplecast.com/MLdpYXYI` was actually Robert
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# Breedlove's "What is Money" show — wrong feed. libsyn is canonical.
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{
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"handle": "bankless",
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"display_name": "Bankless Podcast",
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"feed_url": "https://bankless.libsyn.com/rss",
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"source": "podcast",
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},
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# Bell Curve (Multicoin) — Mike Ippolito + Jason Yanowitz + Myles Snider.
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# 350 episodes, weekly macro+crypto roundup. Multicoin's portfolio shows
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# up frequently (SOL, JTO, JUP, Helium, Render). 1.2K show notes.
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{
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"handle": "bellcurve",
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"display_name": "Bell Curve (Multicoin)",
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"feed_url": "https://feeds.megaphone.fm/bellcurve",
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"source": "podcast",
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},
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# The Scoop (The Block) — Frank Chaparro interviews founders + traders.
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# 110 episodes, ~700 char show notes. Strong on infrastructure/exchange
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# deals (Hyperliquid, Coinbase, Binance dynamics).
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{
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"handle": "thescoop",
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"display_name": "The Scoop (The Block)",
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"feed_url": "https://feeds.megaphone.fm/the-scoop",
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"source": "podcast",
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},
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# ── Research newsletters (long-form, high-signal) ────────────────────
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# Reflexivity Research — Will Clemente + Sam Rule. On-chain BTC analysis
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# and macro pieces. 20 entries, 8K char essays. Concrete on-chain calls.
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{
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"handle": "reflexivity",
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"display_name": "Reflexivity Research (Will Clemente)",
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"feed_url": "https://reflexivityresearch.substack.com/feed",
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},
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# TFTC — Marty Bent's "Bitcoin Brief" newsletter (also a podcast feed).
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# 11K char issues, daily Bitcoin + policy. Pure BTC focus but covers
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# legislation/macro that moves BTC.
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{
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"handle": "tftc",
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"display_name": "TFTC / Bitcoin Brief (Marty Bent)",
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"feed_url": "https://tftc.io/feed",
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"source": "blog",
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},
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# ── Macro research & on-chain analysis (deep, independent thinkers) ───
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# Checkmate (James Check) — ex-Glassnode lead analyst. Combines on-chain
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# data with macro (bonds, energy, commodities). Very active (2-3x/week).
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# Concrete BTC cycle calls with high conviction.
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{
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"handle": "checkmate",
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"display_name": "Checkmate (James Check)",
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"feed_url": "https://newsletter.checkonchain.com/feed",
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"source": "blog",
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},
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# CoinMetrics "State of the Network" — weekly data-driven research.
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# Covers specific protocols/tokens with on-chain metrics. Stable Tuesday
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# cadence, institutional quality.
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{
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"handle": "coinmetrics",
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"display_name": "CoinMetrics (State of the Network)",
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"feed_url": "https://coinmetrics.substack.com/feed",
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},
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# Willy Woo — one of the most recognized BTC on-chain analysts. Models
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# like NVT, difficulty ribbon. Clear directional calls on BTC cycle phase.
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{
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"handle": "willywoo",
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"display_name": "Willy Woo (Bitcoin Vector)",
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"feed_url": "https://willywoo.substack.com/feed",
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},
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# Glassnode Insights — institutional on-chain research. Monthly deep
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# dives on holder behavior, market structure, accumulation/distribution.
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{
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"handle": "glassnode",
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"display_name": "Glassnode Research",
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"feed_url": "https://insights.glassnode.com/rss/",
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"source": "blog",
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},
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# Lyn Alden — independent macro analyst. Analyzes BTC through the lens of
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# global liquidity, fiscal dominance, sovereign debt. Infrequent (monthly)
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# but extremely high quality. Mostly BTC-only signals.
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{
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"handle": "lynalden",
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# lynalden.com/feed is Cloudflare-blocked (202, no body). Switched
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# 2026-06-09 to her FeedBurner mirror, which serves fine. Note: bodies
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# are article EXCERPTS (~400 chars) not full text, but enough for the
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# AI to extract the BTC/macro thesis + direction.
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"display_name": "Lyn Alden",
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"feed_url": "https://feeds.feedburner.com/lynalden",
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"source": "blog",
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},
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# Bitcoin Magazine — high-frequency news + institutional adoption analysis.
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# AI will extract tickers from policy/corporate BTC reserve articles.
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{
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"handle": "bitcoinmag",
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"display_name": "Bitcoin Magazine",
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"feed_url": "https://bitcoinmagazine.com/feed",
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"source": "blog",
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},
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# ── Derivatives positioning & institutional weeklies (2026-05-29) ────
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# Deribit Insights / Block Scholes — weekly options & derivatives data
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# (gamma exposure, IV skew, BTC/ETH positioning). Fills the derivatives
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# coverage gap — no other feed in this list tracks options flow.
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{
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"handle": "deribit",
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"display_name": "Deribit Insights (Block Scholes)",
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"feed_url": "https://insights.deribit.com/feed/",
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"source": "blog",
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},
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# Bitfinex Alpha — weekly BTC structure analysis (leverage, ETF flows,
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# on-chain profit-taking). Institutional voice, weekly cadence, concrete
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# directional framing. Complements Reflexivity's monthly cadence.
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{
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"handle": "bitfinex",
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"display_name": "Bitfinex Alpha",
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"feed_url": "https://blog.bitfinex.com/feed/",
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"source": "blog",
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},
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# Forward Guidance (Blockworks) — Felix Jauvin macro-interview podcast.
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# Fed policy, AI/liquidity, rates ↔ crypto. Same Blockworks quality bar
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# as Empire / Bell Curve / 0xResearch. Replaces dampedspring as the
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# primary macro signal source (her substack is paywalled).
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{
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"handle": "forwardguidance",
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"display_name": "Forward Guidance (Blockworks)",
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"feed_url": "https://feeds.megaphone.fm/forwardguidance",
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"source": "podcast",
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},
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]
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# Back-compat alias — older imports referenced SUBSTACK_KOLS.
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SUBSTACK_KOLS = KOL_FEEDS
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_TAG_RE = re.compile(r"<[^>]+>")
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_WHITESPACE_RE = re.compile(r"[ \t]+")
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_BLANKLINES_RE = re.compile(r"\n{3,}")
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def _html_to_text(html: str) -> str:
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"""Cheap HTML → text. Good enough for Substack which uses simple markup;
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if we ever need real parsing, swap to bs4 (not currently a dep)."""
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# Newlines for block-level closes so paragraphs survive
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s = re.sub(r"</(p|div|h[1-6]|li|br)\s*>", "\n", html, flags=re.I)
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s = re.sub(r"<br\s*/?>", "\n", s, flags=re.I)
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s = _TAG_RE.sub("", s)
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# HTML entities — feedparser usually decodes these but be safe
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s = (s.replace("&", "&").replace("<", "<").replace(">", ">")
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.replace(""", '"').replace("’", "'").replace("“", '"')
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.replace("”", '"').replace(" ", " "))
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s = _WHITESPACE_RE.sub(" ", s)
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s = _BLANKLINES_RE.sub("\n\n", s)
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return s.strip()
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def _entry_body(entry) -> str:
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"""Pull the richest body field available from a feedparser entry."""
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if entry.get("content"):
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# content is a list of {value, type}
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return entry["content"][0].get("value", "") or ""
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return entry.get("summary") or entry.get("description") or ""
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def _parse_pub(entry) -> Optional[datetime]:
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raw = entry.get("published") or entry.get("updated")
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if not raw:
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return None
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try:
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dt = parsedate_to_datetime(raw)
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# Always normalize to naive UTC. Previously used .astimezone() which
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# converts to *local* time → 8-hour skew when server runs in CST.
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# Affects: divergence window matching, digest 'since' filter, UI display.
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if dt.tzinfo:
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dt = dt.astimezone(timezone.utc).replace(tzinfo=None)
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return dt
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except Exception:
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return None
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async def _fetch_feed(feed_url: str) -> list:
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"""feedparser is sync; do the HTTP fetch through httpx for timeout
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control + uniformity with the rest of the codebase, then hand bytes
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to feedparser."""
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# http2=True matters: some CDN-fronted feeds (e.g. Glassnode) return 403
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# to HTTP/1.1 requests but serve fine over HTTP/2 (curl defaults to h2,
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# which is why they worked manually but not here). Requires the `h2` pkg.
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async with httpx.AsyncClient(timeout=20.0, follow_redirects=True, http2=True) as client:
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# Use a real browser UA. Several feeds (Glassnode, others behind a CDN)
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# return 403/202 to non-browser agents. A plain bot UA was silently
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# losing those feeds. This recovers them without per-feed special-casing.
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r = await client.get(feed_url, headers={
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"User-Agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) "
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"AppleWebKit/537.36 (KHTML, like Gecko) "
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"Chrome/124.0 Safari/537.36",
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"Accept": "application/rss+xml, application/atom+xml, application/xml, text/xml, */*",
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})
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r.raise_for_status()
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parsed = feedparser.parse(r.content)
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return list(parsed.entries or [])
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async def _ingest_kol(
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session: AsyncSession,
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kol: dict,
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*,
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analyze: bool = True,
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max_new: int = 20,
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) -> dict:
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"""Ingest one KOL feed. max_new caps first-run cost for high-volume feeds
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(e.g. Delphi podcast has 478 episodes). Subsequent runs only see truly new
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entries so the cap rarely triggers after bootstrap."""
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handle = kol["handle"]
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feed_url = kol["feed_url"]
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src = kol.get("source") or "substack" # substack | podcast | blog
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stats = {"handle": handle, "source": src,
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"new": 0, "skipped": 0, "analyzed": 0, "errors": 0}
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try:
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entries = await _fetch_feed(feed_url)
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except Exception as e:
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logger.warning("[kol_substack] fetch failed for %s: %s", handle, e)
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stats["errors"] += 1
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return stats
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for entry in entries:
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if stats["new"] >= max_new:
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logger.info("[kol_substack] %s hit max_new=%d cap; rest deferred to next run",
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handle, max_new)
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break
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# Podcast feeds (Buzzsprout, etc.) have no <link>; use enclosure URL or entry id.
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url = entry.get("link")
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if not url:
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enclosures = entry.get("enclosures") or []
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if enclosures:
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url = enclosures[0].get("href")
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if not url:
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url = entry.get("id") # e.g. "Buzzsprout-19123172"
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if not url:
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continue
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# Dedupe by (source, external_id=url). We also check against the
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# legacy "substack" source so podcast/blog re-tags don't double-insert
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# entries the old code already wrote.
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existing = await session.execute(
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select(KolPost).where(
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KolPost.source.in_([src, "substack"]),
|
||
KolPost.external_id == url,
|
||
)
|
||
)
|
||
row = existing.scalar_one_or_none()
|
||
if row is not None:
|
||
stats["skipped"] += 1
|
||
continue
|
||
|
||
html = _entry_body(entry)
|
||
text = _html_to_text(html)
|
||
if not text:
|
||
continue
|
||
|
||
pub = _parse_pub(entry) or utcnow()
|
||
title = entry.get("title") or None
|
||
body_hash = hashlib.sha256(text.encode("utf-8")).hexdigest()
|
||
|
||
row = KolPost(
|
||
kol_handle=handle,
|
||
source=src,
|
||
external_id=url,
|
||
url=url,
|
||
title=title,
|
||
published_at=pub,
|
||
raw_text=text,
|
||
content_hash=body_hash,
|
||
)
|
||
session.add(row)
|
||
await session.flush() # get id for logging
|
||
stats["new"] += 1
|
||
logger.info("[kol_substack] new post %s id=%s title=%r", handle, row.id, title)
|
||
|
||
if analyze:
|
||
try:
|
||
result = await kol_analysis.extract_kol_signal(
|
||
handle=handle,
|
||
source=src,
|
||
title=title,
|
||
body=text,
|
||
)
|
||
if result.get("error"):
|
||
stats["errors"] += 1
|
||
else:
|
||
import json as _json
|
||
row.summary = result.get("summary")
|
||
row.tickers_json = _json.dumps(result.get("tickers") or [],
|
||
ensure_ascii=False)
|
||
row.analyzed_at = utcnow()
|
||
row.analysis_model = result.get("model")
|
||
row.analysis_version = result.get("version")
|
||
# Extended analysis fields (migration 027)
|
||
row.post_type = result.get("post_type")
|
||
row.talks_vs_trades_flag = bool(result.get("talks_vs_trades_flag", False))
|
||
# tier (trade_signal/directional/noise) so the "Signals only"
|
||
# filter + SIGNAL/VIEW badges work for non-Twitter KOLs too.
|
||
row.tier = result.get("tier")
|
||
stats["analyzed"] += 1
|
||
except Exception as e:
|
||
logger.warning("[kol_substack] analysis failed for %s post %s: %s",
|
||
handle, row.id, e)
|
||
stats["errors"] += 1
|
||
|
||
await session.commit()
|
||
return stats
|
||
|
||
|
||
async def run_substack_poll(*, analyze: bool = True) -> list[dict]:
|
||
"""Poll every configured KOL feed once. Despite the legacy name this now
|
||
covers Substack essays, Medium blogs, and major crypto podcasts via RSS.
|
||
Returns per-KOL stats.
|
||
|
||
Each KOL gets its own session so a commit failure for one does not leave
|
||
a dirty session that breaks subsequent KOLs in the same run.
|
||
"""
|
||
results = []
|
||
for kol in KOL_FEEDS:
|
||
async with AsyncSessionLocal() as session:
|
||
stats = await _ingest_kol(session, kol, analyze=analyze)
|
||
results.append(stats)
|
||
logger.info("[kol_substack] poll done: %s", results)
|
||
return results
|