Office of Strategic Capital
Orchestrating America's 21st Century Manhattan Project
What You’re About to Read Isn’t Policy. It’s Strategy.
In November 2025, a little-noticed office inside the Pentagon quietly began coordinating what may become the most significant reorganization of American industrial power since World War II.
It’s called the Office of Strategic Capital (OSC)…and it’s not a think tank, not a grant office, and not a policy committee.
It’s a financial command center built to weaponize capital itself.
If you understand what that means, you already know why this report matters.
Why You Need to Read This Now
Markets are still pricing the next rate cut.
Washington is already pricing the next war.
While investors debate the Fed’s dot plot, the U.S. Department of Defense is mobilizing balance sheets, not battalions…redirecting capital flows into critical supply chains that define the next century of power.
This report reveals, in institutional-level detail:
How the OSC functions as a strategic allocator...not of weapons, but of capital...across sectors like semiconductors, quantum systems, advanced batteries, rare earths, and biotechnology.
Why the Big Beautiful Bill was designed as a hidden architecture for financial warfare...a framework that fuses industrial policy with private capital leverage.
Which private players and capital pools are already embedded in the system...and what their involvement signals for future capital formation.
How the United States is responding to China’s state-capitalist playbook, not with imitation, but with orchestration...merging sovereign credit, regulatory power, and private investment discipline.
For investors, analysts, and fund managers tracking the intersection of geopolitics, macroeconomics, and capital markets, this report isn’t commentary...it’s orientation.
The Stakes
Every credit cycle ends in a repricing of what’s strategic.
The next one won’t be about liquidity. It will be about sovereignty.
Here’s what keeps the professionals reading this up at night:
What happens when industrial policy replaces monetary policy as the main driver of global capital flows?
How do you position portfolios when capital allocation becomes a tool of national defense?
What are the investment implications when the Pentagon and the Treasury start coordinating the same balance sheet?
Which industries will become uninvestable for private funds...and which will become unavoidable?
This report answers those questions directly. It’s not speculative. It’s architectural.
Inside the Report
“Office of Strategic Capital: Orchestrating America’s 21st Century Manhattan Project” is the definitive deep-dive on how the U.S. government is transforming financial power into strategic power.
Through 35 pages of research, case studies, and institutional mapping, the report takes you inside:
The Birth of the OSC...why it was created, and how it fits into a new national strategy of industrial sovereignty.
The Chain of Command...how the Pentagon, Treasury, DOE, and Commerce are synchronizing balance sheets to direct capital.
Key Figures Behind the Curtain...including Steve Feinberg and the Cerberus model of private-sector discipline inside a government framework.
Target Sectors and Strategic Focus...semiconductors, rare earths, battery storage, quantum infrastructure, synthetic biology, and the financial systems that connect them.
Case Studies...from MP Materials to Lynas Rare Earths to the DOE Loan Office, showing how public-private finance is being mobilized in real time.
The Emerging Playbook of Financial Warfare...how capital is being weaponized to ensure industrial resilience and deny leverage to adversaries.
This is not policy analysis. It’s a map of how global capital will be redirected for decades to come…and who will be in control of it.
Why It Matters for Santiago Pro Members
As a Santiago Capital Pro subscriber, you already follow the world through a lens few investors use: one that connects macro liquidity, geopolitical alignment, and systemic risk.
This report is the connective tissue between them.
It explains:
Why capital markets are no longer neutral.
Why liquidity itself is becoming a national security asset.
And how this structural pivot...from free-market globalization to strategic capital mobilization...will define the next investment decade.
The Takeaway
The U.S. is no longer relying on markets to maintain its dominance. It’s directing capital with intent…aligning the Treasury, Defense, and private investment communities into a single industrial engine.
The Office of Strategic Capital is the mechanism.
This report is your field guide to understanding it before everyone else does.
The global order is being rebuilt...not through treaties or tariffs, but through capital allocation.
Those who understand how and where that capital is being deployed will have an edge no algorithm can replicate.
The quiet era is over. The age of strategic capital has begun.
Read the full report. Understand the shift before the market does.