Gold Confiscation Risk Explodes; EU Seizes Chinese Chip Giant, Mikhailovich Says it’s Act of War

“Gold’s record-shattering rally past $4,000 isn’t a bull market—it’s a bear market in trust,” warns Simon Mikhailovich, co-founder and managing partner of The Bullion Reserve, in a new interview with Daniela Cambone. He says the surge reflects a deepening loss of confidence in Western financial systems, not speculative exuberance. “This is not about price—it’s about safety. We’re witnessing a once-in-a-century transition,” he explains, pointing to de-dollarization and unprecedented central bank demand.

Mikhailovich argues that while Western investors have barely entered the market, global central banks and non-Western nations are driving the move to gold amid “a slow-motion walk on the bank.” He also warns of growing geopolitical fractures, citing the Dutch government’s seizure of a Chinese-owned chipmaker as “Russian reserve freeze 2.0”—a signal that property rights in the West can no longer be taken for granted. “These are not tactical moves. This is a paradigm shift,” he says.

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