Gengmo Qi is a venture capital partner at Dragonfly who holds a Ph.D. in Computer Science from Cornell and previously led research and engineering on Chainlink's Fair Sequencing Services, giving him unusually deep technical expertise in transaction ordering and consensus algorithms. Unlike most VCs, he has published research at top-tier machine learning conferences while also working hands-on as a research engineer at core crypto infrastructure projects before moving into venture capital.

• Deeply focused on the maturation of cryptocurrency infrastructure to rival traditional finance systems. The core belief is that the crypto industry is evolving into a massive asset class that will be dominated by fewer but much larger winners. An example of this is the frequent highlighting of DoubleZero building dedicated global fiber networks to enable extremely low latency trading for Solana validators.
• Strong preference for founders who prioritize product development and rapid delivery over networking. The ideal entrepreneur is heads down and focused on simple paths to revenue rather than just talking about ideas. This was clearly illustrated by praising a portfolio founder who explicitly turned down a dinner invitation to stay focused on building their product.
• Heavy interest in continuous markets, perpetual futures, and prediction platforms as the most relevant use cases for the broader world. There is a strong conviction that projects addressing these areas hold massive potential. For instance, there is frequent support for Hyperliquid as a transformative trading platform and Kaito for its ability to quantify user attention so it can be traded on Polymarket.
• Dedicated geographic interest in the Asian market and ecosystem, specifically highlighting Hong Kong as a major hub for founders and events. There is a clear tracking of where developers are congregating and how cultural events intersect with industry gatherings. This is evident through regular roll calls for Hong Kong founders and critiques of scheduling western crypto conferences during the Lunar New Year.
• Fascination with how artificial intelligence is fundamentally changing software development and financial trading. There is a keen observation of generational shifts in technical workflows. A specific example is noting how young engineers have completely abandoned legacy troubleshooting forums in favor of modern artificial intelligence coding setups.