比特幣 ATM 市場將因減半和加密貨幣熱情而大幅成長

由於加密貨幣採用率的增加和 FOMO 的推動，預計比特幣 ATM 的安裝量將在減半事件後激增。儘管營運商數量減少，但 Bitcoin Depot 的收入成長和計劃安裝量表明行業樂觀。安全漏洞凸顯了加強措施保護用戶資金的必要性。現貨比特幣 ETF 的批准並不被視為對比特幣 ATM 的威脅，因為它們迎合了不同的客戶群。

Bitcoin ATM Market Poised for Surge Amidst Bitcoin Halving and Crypto Fervor

比特幣 ATM 市場在比特幣減半和加密貨幣熱潮中蓄勢待發

As the highly anticipated Bitcoin halving event draws near, the global Bitcoin Automated Teller Machine (ATM) market is poised for significant growth, propelled by heightened investor interest and a surge in cryptocurrency adoption.

隨著備受期待的比特幣減半事件的臨近，在投資者興趣高漲和加密貨幣採用激增的推動下，全球比特幣自動櫃員機 (ATM) 市場有望實現顯著增長。

Industry Outlook

產業展望

Leading industry expert Brandon Mintz, operator of Bitcoin ATM service provider Bitcoin Depot, predicts a dramatic increase in Bitcoin ATM installations following the halving, a cyclical event that typically intensifies crypto market volatility and attracts new investors. The first quarter of 2024 has already witnessed a promising trend, with over 1,469 crypto ATMs deployed worldwide.

比特幣ATM 服務供應商Bitcoin Depot 的營運商、領先的行業專家Brandon Mintz 預測，減半後比特幣ATM 的安裝量將大幅增加，這是一個週期性事件，通常會加劇加密市場的波動並吸引新的投資者。 2024 年第一季已經出現了良好的趨勢，全球部署了超過 1,469 台加密 ATM。

Mintz anticipates a surge in cryptocurrency adoption, both institutionally and among retail investors, which will inevitably drive more customers to Bitcoin ATMs. This trend is expected to intensify during the "fear of missing out" (FOMO) phase that typically follows the halving event.

明茨預計，無論是機構投資者還是散戶投資者，加密貨幣的採用都會激增，這將不可避免地推動更多客戶使用比特幣 ATM。這種趨勢預計會在減半事件之後的「害怕錯過」（FOMO）階段加劇。

Market Dynamics

市場動態

While the number of Bitcoin ATMs has increased in recent months, the number of ATM operators has declined over the past 18 months. Notable casualties include the bankruptcy of Coin Cloud, once a major player in the industry. Despite these losses, Bitcoin Depot reported a remarkable 7% increase in revenues for the fourth quarter and full year of 2023.

雖然近幾個月的比特幣 ATM 數量有所增加，但 ATM 營運商的數量在過去 18 個月中有所下降。值得注意的傷亡包括曾經是該行業主要參與者的Coin Cloud的破產。儘管出現這些損失，Bitcoin Depot 報告稱 2023 年第四季度和全年收入顯著增長了 7%。

The company's plans to install 1,840 additional ATMs in the first half of 2024 underscore its confidence in the market's growth potential. These machines will be strategically placed in convenience stores across 24 states in the United States.

該公司計劃在 2024 年上半年新增 1,840 台 ATM，突顯了對市場成長潛力的信心。這些機器將策略性地放置在美國 24 個州的便利商店中。

Impact of Bitcoin ETFs

比特幣 ETF 的影響

The recent approval of spot Bitcoin exchange-traded funds (ETFs) in the United States has sparked speculation about their potential impact on the Bitcoin ATM market. However, Mintz does not anticipate a negative effect, as the customer bases for both products are distinct.

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 市場潛在影響的猜測。然而，明茨預計不會產生負面影響，因為這兩種產品的客戶群不同。

Bitcoin ATM users primarily transact in cash, while ETF investors tend to be more sophisticated and seek exposure to Bitcoin through regulated financial instruments. Mintz believes that the increased adoption and potential price appreciation driven by ETFs could inadvertently fuel demand for Bitcoin ATMs as the broader cryptocurrency market grows.

比特幣 ATM 用戶主要以現金進行交易，而 ETF 投資者往往更加成熟，並透過受監管的金融工具尋求比特幣投資。 Mintz 認為，隨著更廣泛的加密貨幣市場的成長，ETF 推動的採用增加和潛在的價格升值可能會無意中刺激對比特幣 ATM 的需求。

Security Concerns

安全問題

Bitcoin ATM scams have emerged as a significant concern, with unsuspecting users losing substantial amounts of money. In a notable incident, major Bitcoin teller machine manufacturer General Bytes experienced a security breach that resulted in over $1.5 million worth of Bitcoin stolen from its operators. The hacker reportedly exploited a Java vulnerability to access funds on exchanges and hot wallets.

比特幣 ATM 詐騙已成為一個重大問題，毫無戒心的用戶損失了大量資金。在一次值得注意的事件中，主要比特幣提款機製造商 General Bytes 遭遇安全漏洞，導致其營運商價值超過 150 萬美元的比特幣被盜。據報道，駭客利用 Java 漏洞獲取交易所和熱錢包上的資金。

In another incident, General Bytes reported a hack that led to the theft of deposited Bitcoins at ATMs, amounting to approximately $16,000. These episodes highlight the crucial importance of robust security measures for Bitcoin ATMs to safeguard user funds.

在另一起事件中，General Bytes 報告了一次駭客攻擊，導致 ATM 機上存入的比特幣被盜，金額約為 16,000 美元。這些事件凸顯了比特幣 ATM 機採取強有力的安全措施對於保護用戶資金的至關重要性。

Historical Trends

歷史趨勢

Historically, Mintz notes that Bitcoin adoption and ATM usage tend to surge after the halving event, primarily driven by significant price growth. The Bitcoin halving in April 2024 is still in its early stages, and Mintz believes the industry will continue to experience growth in kiosk count and customer volume.

明茨指出，從歷史上看，比特幣的採用和 ATM 的使用往往會在減半事件後激增，這主要是由價格大幅上漲所推動的。 2024 年 4 月的比特幣減半仍處於早期階段，Mintz 認為該產業將繼續經歷自助終端數量和客戶量的成長。

Market Outlook

市場展望

Despite the recent decline in the number of ATM operators, Bitcoin Depot remains bullish on the future of Bitcoin ATM installations and revenues. The approval of spot Bitcoin ETFs in the United States is perceived as a positive development that could further accelerate cryptocurrency adoption and ATM usage.

儘管最近 ATM 營運商數量有所下降，但 Bitcoin Depot 仍然看好比特幣 ATM 安裝量和收入的未來。美國批准現貨比特幣 ETF 被認為是一個積極的發展，可以進一步加速加密貨幣的採用和 ATM 的使用。

The company's plans to install a significant number of new ATMs in the coming months indicate its confidence in the market's potential for growth. While scams and security breaches pose challenges, operators are actively addressing these issues to ensure the safety of user funds.

該公司計劃在未來幾個月內安裝大量新的 ATM 機，這表明其對市場成長潛力的信心。雖然詐騙和安全漏洞帶來了挑戰，但營運商正在積極解決這些問題，以確保用戶資金的安全。

In conclusion, the Bitcoin ATM market is poised for significant expansion following the upcoming Bitcoin halving event. Increased cryptocurrency adoption and FOMO-driven demand are expected to drive more customers to Bitcoin ATMs. Security concerns remain a priority, but operators like Bitcoin Depot are focused on mitigating risks and expanding their networks. The approval of spot Bitcoin ETFs in the United States is seen as a potential catalyst for further growth in Bitcoin adoption and ATM usage. Overall, the outlook for the Bitcoin ATM industry is optimistic, with continued expansion and innovation anticipated in the coming months and years.

總之，在即將到來的比特幣減半事件之後，比特幣 ATM 市場可望大幅擴張。加密貨幣採用率的增加和 FOMO 驅動的需求預計將推動更多客戶使用比特幣 ATM。安全問題仍然是首要任務，但像 Bitcoin Depot 這樣的營運商則專注於降低風險並擴展其網路。美國批准現貨比特幣 ETF 被視為比特幣採用和 ATM 使用進一步增長的潛在催化劑。總體而言，比特幣 ATM 行業的前景樂觀，預計未來幾個月和幾年將持續擴張和創新。