減半前加密貨幣熱度飆升，比特幣 ATM 機可望繁榮

在預期的比特幣減半期間，全球比特幣 ATM 安裝量預計將激增。儘管2023 年出現下滑，但該行業已出現反彈，自2024 年3 月以來安裝了1,469 台ATM。運營商指出，過去的牛市推動了ATM 的採用，而FOMO（害怕錯過）階段則推動了客戶湧入。雖然現貨比特幣 ETF 已獲得批准，但與比特幣 ATM 用戶相比，它們被視為迎合了獨特的客戶群，而比特幣 ATM 用戶通常由於資金不足或無銀行帳戶而以現金進行交易。比特幣採用率的上升趨勢預計將使 ATM 營運商受益，這表明對加密貨幣的實體存取的需求不斷增長。

Bitcoin ATM Renaissance on the Horizon as Crypto Fervor Escalates Amidst Bitcoin Halving Anticipation

隨著加密貨幣熱情在比特幣減半預期中升級，比特幣 ATM 復興即將到來

The imminent Bitcoin halving, a pivotal event in the cryptocurrency realm, is poised to ignite a global surge in Bitcoin ATM installations, according to industry experts. Brandon Mintz, CEO of Bitcoin Depot, a leading Bitcoin ATM operator, predicts a dramatic acceleration in ATM deployment as crypto fear of missing out (FOMO) reaches its peak.

產業專家表示，即將到來的比特幣減半是加密貨幣領域的關鍵事件，它將引發全球比特幣 ATM 安裝量的激增。領先的比特幣 ATM 營運商 Bitcoin Depot 的執行長 Brandon Mintz 預測，隨著加密貨幣對錯過機會 (FOMO) 的恐懼達到頂峰，ATM 的部署將急劇加速。

"It's looking really positive that the industry continues to see a lot of growth in kiosk count," Mintz told Cointelegraph.

明茨告訴 Cointelegraph：“該行業的自助終端數量繼續大幅增長，這看起來非常積極。”

Crypto ATM Industry Rebounds with Bitcoin Resurgence

加密貨幣 ATM 產業隨著比特幣的復甦而反彈

After a challenging 2023, with crypto ATM installations experiencing their first annual decline in a decade, the industry has roared back to life in the early months of 2024. Data from CoinATMRadar reveals a remarkable surge in installations, with 1,469 new ATMs deployed in just the first three months of the year, outpacing the over 3,000 removals witnessed during the same period in 2023.

在經歷了充滿挑戰的2023 年之後，加密ATM 安裝量經歷了十年來的首次年度下降，該行業在2024 年初幾個月又恢復了生機。CoinATMRadar 的數據顯示安裝量顯著激增，僅在2024 年就部署了1,469 台新ATM。今年前三個月的搬遷數量超過了 2023 年同期的 3,000 多起。

Bitcoin Bull Market Triggers ATM Adoption Boom

比特幣牛市引發ATM採用熱潮

Mintz anticipates an industry-wide ATM rebound fueled by Bitcoin's renewed rally, which has already surpassed its previous all-time high twice in March. Drawing on lessons from previous bull markets, Mintz observes that crypto adoption typically surges "later in the cycle," coinciding with a surge in FOMO. This increased adoption inevitably translates into a surge in Bitcoin ATM usage.

明茨預計，在比特幣重新上漲的推動下，整個 ATM 產業將反彈，比特幣在 3 月已經兩次超過了先前的歷史新高。借鑒先前牛市的經驗教訓，Mintz 觀察到，加密貨幣的採用通常會在「週期的後期」激增，與 FOMO 的激增同時發生。這種採用的增加不可避免地會導致比特幣 ATM 使用量的激增。

"The adoption rate is really helpful because if more people are buying Bitcoin, then a portion of those are likely using Bitcoin ATMs," Mintz explains.

「採用率確實很有幫助，因為如果有更多的人購買比特幣，那麼其中一部分可能會使用比特幣 ATM，」Mintz 解釋道。

Halving to Spark FOMO Frenzy and ATM Growth

減半引發 FOMO 狂潮和 ATM 成長

While Bitcoin ATM installations have been climbing, Mintz highlights a decline in the number of ATM operators over the past 18 months. The bankruptcy of Coin Cloud, once the market leader with 5,000 ATMs, dealt a major blow to the industry. Mintz believes many other smaller operators have also struggled and exited the market quietly.

雖然比特幣 ATM 的安裝量一直在攀升，但 Mintz 強調，過去 18 個月的 ATM 營運商數量有所下降。曾經擁有5000台ATM的市場領導者幣雲的破產為產業帶來了重大打擊。明茨認為，許多其他較小的業者也在苦苦掙扎並悄悄退出市場。

The industry shakeout accelerated following the collapse of crypto exchange FTX in November 2022, which sent shockwaves through the crypto market.

2022 年 11 月加密貨幣交易所 FTX 崩盤後，產業洗牌加速，為加密貨幣市場帶來衝擊波。

Despite these challenges, Bitcoin Depot remained resilient. The company's fourth-quarter and full-year 2023 results, released on March 25, showed a 7% year-over-year increase in full-year revenues to $689 million, although net income declined by 54% to $1.6 million.

儘管面臨這些挑戰，Bitcoin Depot 仍然保持彈性。該公司於 3 月 25 日發布的 2023 年第四季和全年業績顯示，全年營收年增 7% 至 6.89 億美元，儘管淨利潤下降 54% 至 160 萬美元。

Bitcoin Depot's ambitious expansion plans include acquiring 900 ATMs for installation in the first quarter of 2024 and deploying 940 ATMs in convenience stores across 24 US states.

Bitcoin Depot 雄心勃勃的擴張計劃包括在 2024 年第一季購買 900 台 ATM 進行安裝，並在美國 24 個州的便利商店部署 940 台 ATM。

Bitcoin ETF Impact on ATMs Minimal

比特幣 ETF 對 ATM 機的影響極小

According to CoinATMRadar, the US dominates the global Bitcoin ATM market, accounting for nearly 83% of the world's ATMs, with over 30,600 machines. The recent approval of spot Bitcoin exchange-traded funds (ETFs) in the US has sparked speculation about their potential impact on Bitcoin ATMs.

根據CoinATMRadar統計，美國在全球比特幣ATM市場上佔據主導地位，佔全球ATM機數量的近83%，擁有超過30,600台機器。最近美國批准現貨比特幣交易所交易基金（ETF）引發了對其對比特幣 ATM 潛在影響的猜測。

Mintz, however, remains unfazed by the ETF launch. He believes Bitcoin ATMs cater to a distinct customer base, primarily comprising underbanked or unbanked individuals who transact primarily in cash. In contrast, Bitcoin ETF buyers tend to be more affluent individuals with brokerage accounts.

然而，Mintz 並未對 ETF 的推出感到擔憂。他認為比特幣 ATM 迎合了獨特的客戶群，主要包括銀行帳戶不足或主要以現金交易的個人。相比之下，比特幣 ETF 的買家往往是擁有經紀帳戶的更富裕的個人。

"We view it as a totally different customer base," Mintz says. "Our customer base is not that likely to have a brokerage account or a broker."

「我們將其視為完全不同的客戶群，」明茨說。 “我們的客戶群不太可能擁有經紀帳戶或經紀人。”

ETFs as Catalyst for Bitcoin ATM Growth

ETF 是比特幣 ATM 成長的催化劑

Instead, Mintz believes that ETFs, by driving Bitcoin's price higher, could ultimately boost Bitcoin ATM usage as mainstream adoption accelerates.

相反，Mintz 認為，隨著主流採用的加速，ETF 透過推高比特幣價格，最終可能會提高比特幣 ATM 的使用量。

"If adoption increases, we think it likely translates to increased usage of Bitcoin ATMs," Mintz says. "So in the grand scheme of things, I think it is way more helpful to us in our industry than it is in terms of impacting us in a negative way."

「如果採用率增加，我們認為這可能會導致比特幣 ATM 的使用量增加，」明茨說。 “因此，從長遠來看，我認為這對我們行業的幫助比對我們產生負面影響要大得多。”

Conclusion

結論

As the Bitcoin halving approaches, the crypto community is abuzz with anticipation. Industry experts predict a surge in Bitcoin ATM installations, fueled by FOMO and the coin's renewed bull market momentum. While the industry has faced challenges in recent months, leading operators like Bitcoin Depot remain optimistic about the future. They believe that Bitcoin ATMs will play a vital role in mainstream crypto adoption, providing an accessible and convenient way for individuals to buy and sell digital assets.

隨著比特幣減半的臨近，加密社群充滿了期待。產業專家預測，在 FOMO 和比特幣新一輪牛市勢頭的推動下，比特幣 ATM 安裝量將激增。儘管該行業近幾個月面臨挑戰，但像 Bitcoin Depot 這樣的領先營運商仍然對未來持樂觀態度。他們相信，比特幣 ATM 將在主流加密貨幣採用中發揮至關重要的作用，為個人買賣數位資產提供一種便利的方式。