About Mike Rose Research
Mike Rose Research is an independent publication focused on markets, finance, and technology. The goal is simple: produce clear, decision-useful analysis without hype, without tribalism, and without pretending the world is tidy when it isn’t.
What you’ll find here
- Markets & macro: commentary on rates, liquidity, risk appetite, positioning, and the narratives that move capital.
- Bitcoin & digital assets: clear explanations, risk framing, and sober coverage of market structure and adoption signals.
- Technology: practical and strategic views on software, AI, security, and the infrastructure shaping the next cycle.
- News: timely summaries and context when fast-moving events matter.
How to read this site
Not every post is meant to be a definitive “thesis.” Some articles are rapid context for breaking events. Others are deeper research pieces. When something is uncertain, it should be treated as uncertain — and you’ll see that reflected in language, framing, and the way claims are presented.
Content types
- Briefs: fast context and key facts for a developing story.
- Explainers: structured breakdowns of concepts, products, protocols, or market mechanics.
- Analysis: reasoned interpretation of signals, incentives, and second-order effects.
- Opinion: explicitly-labeled viewpoint pieces. These should still be anchored to observable reality.
Core philosophy
The most expensive mistakes usually come from overconfidence — not ignorance. This site optimizes for calibration: what we know, what we think, what we don’t know, and what would change the conclusion.
1) Clarity over complexity
If a claim can’t be explained clearly, it probably isn’t understood deeply enough. Complexity is sometimes real — but it should earn its place.
2) Incentives drive outcomes
Markets and systems aren’t moved by vibes. They move by incentives, constraints, liquidity, and feedback loops.
3) Risk is a first-class citizen
Every story has a downside case. Every trade has a failure mode. Every technology has attack surfaces and unintended consequences.
Disclosures & independence
This site aims to be independent. If there are sponsorships, affiliate links, paid partnerships, or material conflicts of interest, they should be disclosed clearly and close to the relevant content. If there are holdings or positions relevant to a post, the goal is transparency without turning the site into a trade blotter.
Nothing on this site is financial, legal, or investment advice. It’s information and perspective — your decisions are your own.
Editorial Policy
The editorial policy below is designed to make the publication trustworthy over time. Markets are noisy; credibility is cumulative.
1) Accuracy and sourcing
- We prioritize primary sources where possible: official statements, filings, published data, documentation, and direct quotes.
- When reporting on developing events, we distinguish between confirmed facts, credible reports, and unverified claims.
- If a claim is material to the thrust of an article, it should be supported or clearly labeled as inference.
2) Corrections
Mistakes happen. When they do, they should be corrected quickly and clearly. Corrections should preserve the intent of the original piece while fixing the factual error. For significant changes, a note should be added explaining what changed and why.
3) Opinion vs. reporting
Some posts are analysis and opinion. That’s fine — but they should not be disguised as pure reporting. Where interpretation is heavy, the writing should signal that clearly.
4) No manufactured certainty
Forecasting is part of markets — but false precision is a trap. When something is probabilistic, it should be written as probabilistic. When information is incomplete, we say so.
5) Conflicts of interest
- Paid placements must be labeled clearly.
- Affiliate relationships must be disclosed.
- If an article discusses an asset or company where there is a material interest, we aim to disclose that context in plain language.
6) AI-assisted content
Some content may be drafted or summarized with the help of automation tools. Editorial responsibility remains human: the policy is to correct errors, remove hallucinated claims, and ensure the final piece meets standards of clarity and sourcing. If a post is substantially machine-generated, it should be disclosed.
7) Plagiarism and attribution
This publication does not aim to copy others. If we build on a specific piece of reporting or a unique dataset, we attribute it. Summaries should be meaningfully original and add value through framing, synthesis, or analysis — not duplication.
8) Sponsored content
Sponsored content, if any, must be explicitly labeled. Sponsors do not get editorial control over conclusions. If a sponsor relationship exists, it should not prevent critical coverage of the sponsor or competitors.
9) Reader trust and feedback
Readers are encouraged to flag errors, missing context, or broken links. If you see something off, the fastest path is to reach out via the contact page once it’s available.
Short version
Be clear. Be fair. Be honest about uncertainty. Correct mistakes fast. Disclose conflicts. Optimize for long-term credibility.