{"id":37808,"date":"2025-10-17T07:55:19","date_gmt":"2025-10-17T14:55:19","guid":{"rendered":"https:\/\/www.itmtrading.com\/blog\/?p=37808"},"modified":"2025-10-17T07:55:19","modified_gmt":"2025-10-17T14:55:19","slug":"gold-confiscation-risk-explodes-eu-seizes-chinese-chip-giant","status":"publish","type":"post","link":"https:\/\/www.itmtrading.com\/blog\/gold-confiscation-risk-explodes-eu-seizes-chinese-chip-giant\/","title":{"rendered":"Gold Confiscation Risk Explodes; EU Seizes Chinese Chip Giant, Mikhailovich Says it\u2019s Act of War"},"content":{"rendered":"<h2 data-start=\"536\" data-end=\"575\"><strong data-start=\"539\" data-end=\"575\">A Bear Market in Trust Has Begun<\/strong><\/h2>\n<p data-start=\"577\" data-end=\"684\">Could the West\u2019s latest \u201csecurity move\u201d be the spark that ignites global asset seizures \u2014 including gold?<\/p>\n<p data-start=\"686\" data-end=\"1016\">As <strong data-start=\"689\" data-end=\"725\">gold surges past $4,000 an ounce<\/strong>, Simon Mikhailovich warns that we\u2019re not witnessing a speculative bubble \u2014 but a <em data-start=\"807\" data-end=\"830\">bear market in trust.<\/em> Central banks are hoarding gold while the EU just <strong data-start=\"881\" data-end=\"926\">seized a Chinese-owned semiconductor firm<\/strong>, marking what he calls a <em data-start=\"952\" data-end=\"1014\">\u201cmassive escalation \u2014 the freezing of Russian reserves 2.0.\u201d<\/em><\/p>\n<p data-start=\"1018\" data-end=\"1143\">This isn\u2019t about markets anymore. It\u2019s about <strong data-start=\"1063\" data-end=\"1140\">property rights, sovereignty, and survival in a bifurcating world economy<\/strong>.<\/p>\n<hr data-start=\"1145\" data-end=\"1148\" \/>\n<h2 data-start=\"1150\" data-end=\"1215\"><strong data-start=\"1153\" data-end=\"1215\">Central Banks Are Buying \u2014 The West Isn\u2019t Paying Attention<\/strong><\/h2>\n<p data-start=\"1217\" data-end=\"1331\">While Western investors chase tech stocks and crypto highs, central banks are quietly cornering the gold market:<\/p>\n<ul data-start=\"1333\" data-end=\"1615\">\n<li data-start=\"1333\" data-end=\"1414\">\n<p data-start=\"1335\" data-end=\"1414\"><strong data-start=\"1335\" data-end=\"1378\">1,200+ tons of gold added in 2025 alone<\/strong> \u2014 more than global mining output.<\/p>\n<\/li>\n<li data-start=\"1415\" data-end=\"1503\">\n<p data-start=\"1417\" data-end=\"1503\"><strong data-start=\"1417\" data-end=\"1453\">Western ETF holdings remain flat<\/strong>, still below 2020 levels despite record prices.<\/p>\n<\/li>\n<li data-start=\"1504\" data-end=\"1615\">\n<p data-start=\"1506\" data-end=\"1615\"><strong data-start=\"1506\" data-end=\"1555\">Non-Western central banks and sovereign funds<\/strong> are absorbing supply, preparing for a post-dollar future.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1617\" data-end=\"1830\">Mikhailovich notes that this isn\u2019t \u201cparabolic speculation\u201d \u2014 it\u2019s a structural reallocation away from the dollar system. The <strong data-start=\"1742\" data-end=\"1799\">real gold rush is happening behind closed vault doors<\/strong>, not on Wall Street screens.<\/p>\n<p data-start=\"1832\" data-end=\"1913\"><strong data-start=\"1832\" data-end=\"1869\">\u201cIt\u2019s not a bull market in gold,\u201d<\/strong> he says. <strong data-start=\"1879\" data-end=\"1913\">\u201cIt\u2019s a bear market in trust.\u201d<\/strong><\/p>\n<hr data-start=\"1972\" data-end=\"1975\" \/>\n<h2 data-start=\"1977\" data-end=\"2043\"><strong data-start=\"1980\" data-end=\"2043\">EU Seizure of Chinese Chipmaker: \u201cFreezing of Reserves 2.0\u201d<\/strong><\/h2>\n<p data-start=\"2045\" data-end=\"2219\">When the Dutch government <strong data-start=\"2071\" data-end=\"2101\">seized control of Nexperia<\/strong>, a Chinese-owned chip firm, the West crossed a new line. Mikhailovich calls it <strong data-start=\"2181\" data-end=\"2217\">\u201cmassive\u2026 a declaration of war.\u201d<\/strong><\/p>\n<p data-start=\"2221\" data-end=\"2329\">Why? Because it proves that <strong data-start=\"2249\" data-end=\"2284\">property rights are conditional<\/strong> \u2014 and geopolitics now trumps contract law.<\/p>\n<ul data-start=\"2331\" data-end=\"2636\">\n<li data-start=\"2331\" data-end=\"2402\">\n<p data-start=\"2333\" data-end=\"2402\">The EU invoked \u201cemergency powers\u201d to nationalize a foreign company.<\/p>\n<\/li>\n<li data-start=\"2403\" data-end=\"2514\">\n<p data-start=\"2405\" data-end=\"2514\">This follows China\u2019s new export controls on rare earths \u2014 critical to Western defense and EV supply chains.<\/p>\n<\/li>\n<li data-start=\"2515\" data-end=\"2636\">\n<p data-start=\"2517\" data-end=\"2636\">Mikhailovich compares it to the <strong data-start=\"2549\" data-end=\"2586\">2022 freezing of Russian reserves<\/strong>, which shattered confidence in Western banking.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2638\" data-end=\"2791\">Once governments show they <em data-start=\"2665\" data-end=\"2670\">can<\/em> seize, freeze, or \u201ctemporarily nationalize\u201d assets \u2014 it\u2019s only a matter of time before <strong data-start=\"2758\" data-end=\"2788\">capital flight accelerates<\/strong>.<\/p>\n<hr data-start=\"2862\" data-end=\"2865\" \/>\n<h2 data-start=\"2867\" data-end=\"2916\"><strong data-start=\"2870\" data-end=\"2916\">From Reserve Freezes to Asset Confiscation<\/strong><\/h2>\n<p data-start=\"2918\" data-end=\"2990\">History shows that <strong data-start=\"2937\" data-end=\"2988\">financial crises breed desperation and control.<\/strong><\/p>\n<ul data-start=\"2992\" data-end=\"3179\">\n<li data-start=\"2992\" data-end=\"3058\">\n<p data-start=\"2994\" data-end=\"3058\">1933: U.S. Executive Order 6102 banned private gold ownership.<\/p>\n<\/li>\n<li data-start=\"3059\" data-end=\"3107\">\n<p data-start=\"3061\" data-end=\"3107\">2022: Russian reserves frozen by G7 nations.<\/p>\n<\/li>\n<li data-start=\"3108\" data-end=\"3179\">\n<p data-start=\"3110\" data-end=\"3179\">2025: EU \u201cprotects\u201d semiconductor supply by seizing a foreign firm.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"3181\" data-end=\"3265\">Each step normalizes government overreach under the banner of \u201cnational security.\u201d<\/p>\n<p data-start=\"3267\" data-end=\"3438\">Mikhailovich warns that <strong data-start=\"3291\" data-end=\"3333\">gold confiscation and capital controls<\/strong>, once considered unthinkable, <strong data-start=\"3364\" data-end=\"3412\">move from zero probability to near-certainty<\/strong> once confidence breaks.<\/p>\n<p data-start=\"3440\" data-end=\"3557\">\u201cGovernments will do whatever it takes,\u201d he says, \u201cto preserve the system when it\u2019s collapsing under its own debt.\u201d<\/p>\n<hr data-start=\"3623\" data-end=\"3626\" \/>\n<h2 data-start=\"3628\" data-end=\"3674\"><strong data-start=\"3631\" data-end=\"3674\">A System Built on Leverage and Illusion<\/strong><\/h2>\n<p data-start=\"3676\" data-end=\"3722\">The U.S. economy is dangerously overlevered:<\/p>\n<ul data-start=\"3724\" data-end=\"3974\">\n<li data-start=\"3724\" data-end=\"3783\">\n<p data-start=\"3726\" data-end=\"3783\"><strong data-start=\"3726\" data-end=\"3781\">10% of Americans generate 50% of consumer spending.<\/strong><\/p>\n<\/li>\n<li data-start=\"3784\" data-end=\"3851\">\n<p data-start=\"3786\" data-end=\"3851\"><strong data-start=\"3786\" data-end=\"3849\">The same 10% pay 60% of income taxes and own 90% of stocks.<\/strong><\/p>\n<\/li>\n<li data-start=\"3852\" data-end=\"3974\">\n<p data-start=\"3854\" data-end=\"3974\">Federal revenues are now <em data-start=\"3879\" data-end=\"3911\">tethered to market performance<\/em> \u2014 a single crash could shatter both spending and confidence.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"3976\" data-end=\"4105\">When the system wobbles, governments don\u2019t debate\u2014they act. From <strong data-start=\"4041\" data-end=\"4075\">bank bail-ins to asset freezes<\/strong>, history shows the pattern.<\/p>\n<p data-start=\"4107\" data-end=\"4219\">That\u2019s why Mikhailovich believes the next phase won\u2019t be monetary policy \u2014 it will be <strong data-start=\"4193\" data-end=\"4216\">confiscation policy<\/strong>.<\/p>\n<hr data-start=\"4221\" data-end=\"4224\" \/>\n<h2 data-start=\"4226\" data-end=\"4286\"><strong data-start=\"4229\" data-end=\"4286\">Gold &amp; Silver: Tangible Assets in an Intangible World<\/strong><\/h2>\n<p data-start=\"4288\" data-end=\"4398\">Amid rising confiscation risk, physical <strong data-start=\"4328\" data-end=\"4396\">gold and silver remain the ultimate form of wealth preservation.<\/strong><\/p>\n<ul data-start=\"4400\" data-end=\"4563\">\n<li data-start=\"4400\" data-end=\"4442\">\n<p data-start=\"4402\" data-end=\"4442\">They exist outside the banking system.<\/p>\n<\/li>\n<li data-start=\"4443\" data-end=\"4488\">\n<p data-start=\"4445\" data-end=\"4488\">They can\u2019t be \u201cfrozen\u201d by digital decree.<\/p>\n<\/li>\n<li data-start=\"4489\" data-end=\"4563\">\n<p data-start=\"4491\" data-end=\"4563\">They\u2019re universally recognized as <strong data-start=\"4525\" data-end=\"4561\">money without counterparty risk.<\/strong><\/p>\n<\/li>\n<\/ul>\n<p data-start=\"4565\" data-end=\"4737\">When trust collapses, liquidity and freedom flow to the assets you can hold. That\u2019s why central banks \u2014 not retail investors \u2014 are leading this <strong data-start=\"4709\" data-end=\"4734\">flight to tangibility<\/strong>.<\/p>\n<p data-start=\"4739\" data-end=\"4841\">Every ounce of physical gold or silver is a <strong data-start=\"4783\" data-end=\"4838\">vote against systemic fragility and digital control<\/strong>.<\/p>\n<hr data-start=\"4996\" data-end=\"4999\" \/>\n<h2 data-start=\"5001\" data-end=\"5048\"><strong data-start=\"5004\" data-end=\"5048\">Conclusion: The New Era of Asset Control<\/strong><\/h2>\n<p data-start=\"5050\" data-end=\"5179\">The EU\u2019s seizure of a Chinese firm and the accelerating de-dollarization wave mark <strong data-start=\"5133\" data-end=\"5177\">a new phase in global financial warfare.<\/strong><\/p>\n<p data-start=\"5181\" data-end=\"5334\">When property rights, reserves, and corporations can be confiscated overnight \u2014 the line between <strong data-start=\"5278\" data-end=\"5320\">financial policy and national security<\/strong> disappears.<\/p>\n<p data-start=\"5336\" data-end=\"5422\">And when that happens, gold isn\u2019t a \u201ctrade.\u201d It\u2019s insurance against the unthinkable.<\/p>\n<hr data-start=\"5424\" data-end=\"5427\" \/>\n<h2 data-start=\"5429\" data-end=\"5455\"><strong data-start=\"5432\" data-end=\"5453\">About ITM Trading<\/strong><\/h2>\n<p data-start=\"5457\" data-end=\"5700\">ITM Trading has over 28 years of experience helping clients safeguard their wealth through personalized strategies built on physical gold and silver. Our team of experts delivers research-backed guidance tailored to today\u2019s economic threats.<\/p>\n<p data-start=\"5702\" data-end=\"5882\"><strong data-start=\"5702\" data-end=\"5746\">THINKING ABOUT PURCHASING GOLD &amp; SILVER?<\/strong><br data-start=\"5746\" data-end=\"5749\" \/>Get expert guidance from our team of analysts with 28+ years of experience.<br data-start=\"5824\" data-end=\"5827\" \/>&#x1f449; [<a href=\"https:\/\/calendly.com\/itmtrading\/500?utm_content=DC05052025\" target=\"_blank\" rel=\"noopener\">SCHEDULE YOUR CALL HERE<\/a>] or call <strong data-start=\"5864\" data-end=\"5880\">866-706-9061<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Bear Market in Trust Has Begun Could the West\u2019s latest \u201csecurity move\u201d be the spark that ignites global asset seizures [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":37809,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2922],"tags":[58,348,2627,2793,2951,3300,3583,3736,4451,4560,5482,5550,5699,6053,6221,7374,7375,7376,7377,7378,7379],"class_list":["post-37808","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-the-daniela-cambone-show","tag-global-economic-crisis","tag-gold-bull-market","tag-de-dollarization","tag-safe-haven-assets","tag-daniela-cambone","tag-geopolitical-tensions","tag-economic-warfare","tag-central-bank-gold-buying","tag-precious-metals-investment","tag-gold-price-surge","tag-global-financial-shift","tag-global-monetary-reset","tag-gold-confiscation-risk","tag-end-of-dollar-dominance","tag-gold-as-real-money","tag-simon-mikhailovich-interview","tag-eu-seizes-chinese-chip-giant","tag-act-of-war","tag-loss-of-trust-in-fiat-currencies","tag-financial-system-collapse-warning","tag-gold-storage-security"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/37808","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/comments?post=37808"}],"version-history":[{"count":2,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/37808\/revisions"}],"predecessor-version":[{"id":37811,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/37808\/revisions\/37811"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/media\/37809"}],"wp:attachment":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/media?parent=37808"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/categories?post=37808"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/tags?post=37808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}