比特幣 ATM 安裝量在預期減半前激增

儘管 2023 年加密貨幣 ATM 安裝量有所下降，但 Bitcoin Depot 執行長 Brandon Mintz 預計，在即將到來的比特幣減半事件之後，全球比特幣 ATM 安裝量將出現激增。他引用了比特幣牛市和加密貨幣採用率增加之間的歷史相關性，認為 FOMO 階段可以吸引更多客戶使用比特幣 ATM。

Bitcoin ATM Installations Surge in Anticipation of Bitcoin Halving

比特幣 ATM 安裝量因比特幣減半而激增

Amidst a promising start to 2024, the cryptocurrency market is witnessing a notable rebound in Bitcoin ATM installations. This upswing is attributed to a surge in Bitcoin prices, surpassing its all-time high twice in March, and the impending Bitcoin halving, a significant event that historically triggers increased adoption and price rises.

在 2024 年的良好開局中，加密貨幣市場見證了比特幣 ATM 安裝量的顯著反彈。這一上漲歸因於比特幣價格飆升，三月兩次突破歷史高點，以及即將到來的比特幣減半，這是歷史上引發比特幣採用率增加和價格上漲的重大事件。

According to CoinATMRadar data, 1,469 crypto ATMs were installed in the first three months of 2024, mirroring a reversal of the decline experienced in 2023, where over 3,000 ATMs were removed.

根據 CoinATMRadar 的數據，2024 年前三個月安裝了 1,469 台加密 ATM，與 2023 年的下降趨勢相反，當時有 3,000 多台 ATM 被拆除。

Brandon Mintz, CEO of Bitcoin Depot, a leading Bitcoin ATM operator, expressed optimism regarding the industry's ATM rebound. He noted that during past bull markets, there is typically a surge in crypto adoption, particularly during the fear of missing out (FOMO) phase, which attracts more customers to Bitcoin ATMs.

領先的比特幣 ATM 營運商 Bitcoin Depot 執行長 Brandon Mintz 對產業 ATM 反彈表示樂觀。他指出，在過去的多頭市場中，加密貨幣的採用通常會激增，特別是在害怕錯過（FOMO）階段，這會吸引更多客戶使用比特幣 ATM。

"We've started to see a little bit of FOMO coming back into the market," Mintz said. "People are starting to realize that Bitcoin is a viable investment and a way to hedge against inflation."

明茨說：“我們開始看到市場上出現了一些‘害怕錯過’的情緒。” “人們開始意識到比特幣是一種可行的投資，也是一種對沖通膨的方式。”

Over 400 ATMs were installed between March 1 and March 27, signaling a promising trend. However, Mintz emphasized that this phase typically occurs later in the market cycle and believes that the current cycle is still in its early stages. He pointed to the upcoming Bitcoin halving, scheduled for late April, as a significant event that historically triggers upticks in adoption and price surges.

3月1日至27日期間安裝了400多台ATM，預示著良好的趨勢。然而，明茨強調，這個階段通常發生在市場週期的後期，並認為當前週期仍處於早期階段。他指出，定於 4 月底即將到來的比特幣減半是歷史上引發比特幣採用率上升和價格飆升的重大事件。

"The halving is a big psychological event in the Bitcoin market," Mintz said. "It's when the supply of new Bitcoins is cut in half, and it tends to lead to a price increase."

「減半是比特幣市場的重大心理事件，」明茨說。 “當新比特幣的供應量減少一半時，往往會導致價格上漲。”

While the number of ATMs has risen recently, Mintz revealed that the number of ATM operators has decreased over the past 18 months. He mentioned the bankruptcy of Coin Cloud, a major operator with 5,000 ATMs, in February 2023, as one example of this trend.

儘管最近 ATM 數量有所增加，但 Mintz 透露，ATM 業者的數量在過去 18 個月中有所減少。他提到，擁有 5,000 台 ATM 的主要營運商 Coin Cloud 在 2023 年 2 月破產，作為這一趨勢的一個例子。

Bitcoin Depot's financial results for the fourth quarter and full year of 2023 show a 7% increase in revenues year-on-year, reaching $689 million. However, net income dropped by 54% to $1.6 million. The company plans to install 900 ATMs in the first quarter of 2024 and aims to deploy an additional 940 ATMs in convenience stores across 24 U.S. states.

Bitcoin Depot 2023 年第四季和全年財務表現顯示，營收年增 7%，達到 6.89 億美元。然而，淨利潤下降了 54% 至 160 萬美元。該公司計劃在 2024 年第一季安裝 900 台 ATM 機，並計劃在美國 24 個州的便利商店額外部署 940 台 ATM 機。

Regarding the impact of spot Bitcoin ETFs, which were approved in the U.S. in January, Mintz believes they cater to a different customer base compared to Bitcoin ATMs. He explained that Bitcoin ATM customers, often underbanked or unbanked, primarily transact in cash, while Bitcoin ETF buyers typically have higher incomes and brokerage accounts.

關於 1 月在美國獲得批准的現貨比特幣 ETF 的影響，Mintz 認為，與比特幣 ATM 機相比，它們迎合了不同的客戶群。他解釋說，比特幣 ATM 客戶通常沒有銀行帳戶或沒有銀行帳戶，主要以現金進行交易，而比特幣 ETF 買家通常擁有更高的收入和經紀帳戶。

"Bitcoin ETFs are a good thing for the industry overall," Mintz said. "They bring more legitimacy to Bitcoin and make it more accessible to a wider range of investors."

「比特幣 ETF 對整個行業來說是一件好事，」明茨說。 “它們為比特幣帶來了更多的合法性，並讓更廣泛的投資者更容易獲得它。”

Mintz predicts that increased adoption resulting from Bitcoin ETFs driving up Bitcoin prices could lead to more ATM usage, ultimately benefiting the industry. He views the ETFs as more supportive than detrimental to Bitcoin ATM operators in the long run.

Mintz 預測，比特幣 ETF 推高比特幣價格導致採用率上升，可能會導致 ATM 機使用量增加，最終使整個產業受益。他認為，從長遠來看，ETF 對比特幣 ATM 營運商的支持作用大於損害作用。

The Bitcoin halving, combined with the recent surge in Bitcoin prices and the promising start to 2024, suggests a positive outlook for the Bitcoin ATM industry. The industry is expected to witness increased adoption and installation of Bitcoin ATMs in the coming months, providing greater accessibility to Bitcoin for both experienced and novice investors.

比特幣減半，加上最近比特幣價格的飆升以及 2024 年的良好開局，顯示比特幣 ATM 行業的前景樂觀。預計未來幾個月，該行業將見證比特幣 ATM 的採用和安裝增加，為經驗豐富的投資者和新手投資者提供更多的比特幣獲取方式。